๐Ÿ“– Getting Started Guide

Everything you need to know to get up and running

Learn how to create your account, understand user roles, and choose the right plan for your business.

Create free account โ†’ Log in
Creating Your Account
Getting started takes less than 2 minutes. No credit card required.
1
Go to the registration page

Click Get started free in the top navigation, or visit the Register page directly.

2
Enter your details

Fill in your full name, work email address, and a secure password (minimum 8 characters). Click Create Account.

3
Verify your email

A 6-digit OTP (one-time code) is sent to your email. Enter it on the verification screen. The code is valid for 10 minutes โ€” check your Spam folder if you don't see it within 2 minutes.

4
Create your workspace

After verification you'll be asked to name your workspace โ€” this is your organisation in LuxeFlow. Enter your business name and you're in.

5
You're ready

Your 5-day free trial starts immediately. You are the Owner of the workspace. Invite your team from Settings โ†’ Team whenever you're ready.

Free trial includes: 5 contacts, 2 leads, 3 invoices, 1 user โ€” enough to explore all core features before committing to a plan.
User Roles โ€” Who Can Do What
Every person in your workspace has a role. Roles control what they can see and do. You can invite team members once you upgrade beyond the trial.
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Owner
The person who created the workspace. Full control over everything including billing and team management.
1 per workspace
Manage billing & subscription
Invite & remove team members
Access all settings
Full access to all modules
Enforce 2FA for all users
๐Ÿ› 
Admin
Senior team members who need full operational access but don't manage billing.
Multiple allowed
Full access to all modules
Manage contacts, leads & invoices
Access organisation settings
Manage team members
Cannot manage billing
๐Ÿ‘ค
Staff
Frontline team members who work with clients and leads but don't need access to settings or billing.
Multiple allowed
View & create contacts
View & update leads
Create tasks & reminders
Cannot access settings
Cannot delete contacts
Tip: Assign Admin to your managers and Staff to your sales or support team. You can change a member's role at any time from Settings โ†’ Team.
Plans & Features โ€” Choose What's Right for You
All plans include the core CRM, invoicing, tasks, and reminders. Higher plans unlock more capacity and advanced features.
Feature Starter Growth Business
Capacity
Contacts Up to 50 Up to 200 Unlimited
Leads Up to 50 Up to 200 Unlimited
Invoices Up to 50 Up to 200 Unlimited
Team Members Up to 3 Up to 8 Unlimited
CRM
Contacts & Lead Management โœ“ โœ“ โœ“
Tags, Filters & Saved Views โœ“ โœ“ โœ“
Activity Timeline โœ“ โœ“ โœ“
Lead Pipeline with Stages โœ“ โœ“ โœ“
CSV Bulk Import โœ— โœ“ โœ“
Invoicing
Create & Manage Invoices โœ“ โœ“ โœ“
PDF Invoice Download โœ“ โœ“ โœ“
Classic Invoice Template โœ“ โœ“ โœ“
Modern & Executive Templates โœ— โœ“ โœ“
Email Invoice to Client โœ— โœ“ โœ“
Payment Date & Note Tracking โœ— โœ“ โœ“
GST Report โœ— โœ“ โœ“
Productivity
Tasks & Reminders โœ“ โœ“ โœ“
Product Catalog โœ“ โœ“ โœ“
Service / Contract Tracking โœ“ โœ“ โœ“
Branding & Admin
WhatsApp Greeting Customisation โœ— โœ“ โœ“
Two-Factor Authentication (2FA) โœ“ โœ“ โœ“
Custom App Logo (White-label) โœ— โœ— โœ“
Dedicated Account Manager โœ— โœ— โœ“
Annual plans save up to 2 months. All prices include 18% GST. Visit our pricing page after signing up to see full pricing details and upgrade.
What's Inside LuxeFlow
A quick overview of every module. Once you're in, the full User Guide walks you through each one step by step.
๐Ÿ“Š
Dashboard
Real-time overview of your business โ€” revenue trends, open leads, overdue tasks, and recent activity in one place.
๐Ÿ“‡
Contacts
Manage all your clients. Track activities, linked invoices and leads, notes, and GST details. Searchable and filterable.
๐Ÿ’ผ
Leads
Visual sales pipeline from Prospect to Won. Track deal value, priority, expected close dates, and assigned team members.
๐Ÿงพ
Invoices
Create professional GST-compliant invoices, apply tax rates, download PDFs, email to clients, and track payment status.
โœ…
Tasks
Assign and track work items across your team. Set priorities, due dates, and link tasks to contacts or leads.
โฐ
Reminders
Time-based alerts so you never miss a follow-up, call-back, or client deadline. Link reminders to any contact or lead.
๐Ÿ“ฆ
Products
Save your standard services and products for quick reuse in invoices. Keeps pricing consistent across your team.
๐Ÿ”„
Services
Track AMC contracts and recurring services with expiry dates. Get alerts 7 days before a service lapses.
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GST Report
Month and quarter-wise GST summaries for your CA or tax filing. Growth and Business plans only.

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