An automation-driven online office for your business.
200+ users
Connex runs your entire company from one place: sales, projects, accounts, HR, inventory and support. Its built-in AI flags what needs attention today, so teams work up to 50% faster with 70% fewer errors.
- lead
- deal
- invoice
- stock flowing into one Connex dashboard
AI that runs the day
FOXi, the built-in AI, flags overdue invoices, stuck deals and missed tasks before they cost you.
Every department, one system
Sales, projects, accounts, HR and support share one database, so nothing is typed twice.
Pick-and-choose modules
Start with what you need today and switch on more modules as your company grows.
Live on web and mobile
Real-time dashboards, native mobile apps and 50+ integrations keep everyone in sync.
integrations
Works with the tools
you already use.
Connex connects to your payments, messaging, leads, files and accounting, so data moves on its own and nobody re-types it.
Payments: Collect online, and every payment posts to the right invoice automatically.
Every integration, by category
Payments5
Collect online, and every payment posts to the right invoice automatically.
- Stripe · International cards and recurring subscriptions
- PayPal · Payments from overseas clients
- Cashfree Payments · UPI collections and instant payouts
- PayU · Cards, UPI and net banking, auto-matched to invoices
- Instamojo · Payment links shared on WhatsApp or email
Messaging & calls5
Reach customers on WhatsApp, SMS, email and calls, with every message logged on the record.
- WhatsApp Business · Invoices, reminders and updates on WhatsApp
- Twilio · SMS alerts and one-time passwords
- Aircall · Click-to-call, with calls logged on each lead
- Clickatell · Bulk SMS campaigns
- SendGrid · Transactional and bulk email
Leads & marketing4
Leads from ads, marketplaces and campaigns land in Connex on their own.
- Mailchimp · Contacts and segments synced for campaigns
- Facebook Business · Meta lead-ad forms flow straight into Leads
- IndiaMART · Buyer enquiries become leads automatically
- TradeIndia · Marketplace enquiries captured as leads
Files & cloud6
Documents, sheets and backups stay linked to the right customer or project.
- Google Workspace · Sign in with Google; calendar and mail in sync
- Google Drive · Attach and store files on any record
- Dropbox · Store and share documents
- Google Sheets · Import and export data both ways
- AWS S3 · Secure storage and backups
- WordPress · Website forms send leads to Connex
Accounting1
Books stay in sync, so month-end close takes hours, not days. Tally is supported too.
- QuickBooks · Invoices, payments and ledgers synced with QuickBooks Online
E-commerce1
Online orders and stock update Connex in real time.
- WooCommerce · Orders, products and stock synced with your store
Team & automation3
Meetings, alerts and automations fit Connex into how your team already works.
- Zoom · Schedule meetings from a lead or project
- Slack · Connex alerts in your Slack channels
- Zapier · Connect thousands of other apps without code
Don’t see your tool?Ask about a custom integration
Built for your industry
your industry
Connex · for Healthcare
Clinics and hospitals that run on time.
Appointments, patient KYC, billing and staff in one place, with HealthOracle plugged in for clinical work.
how connex fixes it · step by step
- 1Long queues and missed appointmentsProductivity · System Tools
- Appointmently
- WhatsApp Cloud API
- Customer KYC
- 2Billing done by handSales · Finance
- Invoices
- Payments
- Razorpay Gateway
- Paytm Payments
- 3Clinical records and staff rostersStandalone · HRMS
- HealthOracle
- Attendance
- HR Payroll
- 4Patient follow-ups and feedbackMarketing · Operations
- WhatsBot
- Surveys
- Report Builder
Modules used
- Productivity
- System Tools
- Sales
- Finance
- Standalone
- HRMS
- Marketing
- Operations
Connex · for Finance & Banking
Compliant onboarding, faster approvals.
KYC, documents, contracts and approvals tracked end to end, with books that stay audit-ready.
how connex fixes it · step by step
- 1Slow, paper-heavy onboardingProductivity
- Customer KYC
- Document Management
- Contracts
- 2Approvals stuck in emailManagement
- Workflow Creator
- SecureDesk
- Report Builder
- 3Reconciliation at month endAccounts · Finance
- Accounting and Bookkeeping
- Tally Integration
- Payments
- 4Customer queries and complaintsOperations
- ServiceDesk
- Tickets
- Knowledge base
Modules used
- Productivity
- Management
- Accounts
- Finance
- Operations
Connex · for Retail & E-commerce
Every channel, one stock count.
Store, website and WhatsApp orders land in one place, with stock and payments in sync.
how connex fixes it · step by step
- 1Orders scattered across channelsSales
- Omni Sales
- WooCommerce
- Items
- 2Stock-outs and overstockManufacturing
- Warehouse
- Purchase
- Purchase Order
- 3Repeat buyers and referralsMarketing · Sales
- WhatsBot
- Affiliate Management
- Razorpay Gateway
- 4Staff, shifts and store reportsHRMS · Management
- Attendance
- HR Payroll
- Report Builder
Modules used
- Sales
- Manufacturing
- Marketing
- HRMS
- Management
Connex · for Logistics
Know where every delivery is.
Dispatch, delivery notes, fleet and support tickets on one board.
how connex fixes it · step by step
- 1Dispatch planned on phone callsProductivity
- Tasks
- Workload Engine
- Projects
- 2Proof of deliverySales
- Delivery Note
- Invoices
- Payments
- 3Vehicles, depots and complaintsManagement · Operations
- Asset Management
- Warehouse
- Tickets
- 4Driver attendance and payrollHRMS
- Attendance
- HR Payroll
- HR Records
Modules used
- Productivity
- Sales
- Management
- Operations
- HRMS
Connex · for Manufacturing
From raw material to invoice, on one screen.
Plan production, buy and store materials, ship, bill and pay your shop floor without spreadsheets.
how connex fixes it · step by step
- 1Production planned on spreadsheetsManufacturing · Productivity
- Manufacturing
- Workload Engine
- Projects
- 2Raw material shortagesManufacturing · Sales
- Purchase
- Purchase Order
- Warehouse
- Items
- 3Order to cash takes weeksSales · Accounts
- Estimates
- Delivery Note
- Invoices
- Tally Integration
- 4Shop-floor staff and machinesHRMS · Management
- Attendance
- HR Payroll
- Asset Management
- Report Builder
Modules used
- Manufacturing
- Productivity
- Sales
- Accounts
- HRMS
- Management
Connex · for Education
Admissions to alumni, organised.
Capture enquiries, run admissions, collect fees and manage faculty in one system.
how connex fixes it · step by step
- 1Enquiries lost across ads and formsMarketing
- Google Leads
- Meta Leads
- Leads
- 2Fees and renewalsSales
- Subscriptions
- Invoices
- Payments
- 3Faculty hiring and feedbackHRMS · Operations
- Recrruitment & Traning
- HR Records
- Surveys
- 4Classes, timetables and documentsProductivity
- Projects
- Tasks
- Document Management
Modules used
- Marketing
- Sales
- HRMS
- Operations
- Productivity
Connex · for Hospitality
Full tables, happy guests.
Bookings, orders, payments and guest feedback, with shifts and payroll for the team.
how connex fixes it · step by step
- 1Bookings by phone and DMProductivity · Marketing
- Appointmently
- WhatsBot
- 2Orders and billing at rush hourSales · Finance
- Omni Sales
- Invoices
- Paytm Payments
- 3Staff shifts and guest feedbackHRMS · Operations
- Attendance
- HR Payroll
- Surveys
- 4Kitchen stock and suppliersManufacturing
- Purchase
- Warehouse
- Items
Modules used
- Productivity
- Marketing
- Sales
- Finance
- HRMS
- Operations
- Manufacturing
Connex · for Real Estate
More site visits, faster bookings.
Leads from every portal, AI follow-up calls and RealitiSync for unit inventory.
how connex fixes it · step by step
- 1Leads from many portalsMarketing
- Estate Leads
- Meta Leads
- Google Leads
- 2Slow follow-upsMarketing · Sales
- Sales Co-Pilot AI Calls
- Proposals
- Contracts
- 3Unit inventory and paymentsStandalone · Sales
- RealitiSync
- Payments
- Invoices
- 4Channel partners and site teamsSales · HRMS
- Sales Agent
- Affiliate Management
- Attendance
Modules used
- Marketing
- Sales
- Standalone
- HRMS
Connex · for Energy & Utilities
Assets and service, under control.
Field assets, service requests and recurring billing tracked in one place.
how connex fixes it · step by step
- 1Field assets on paperManagement
- Asset Management
- Report Builder
- 2Service requests pile upOperations
- ServiceDesk
- Tickets
- Knowledge base
- 3Recurring billing and projectsSales · Productivity
- Subscriptions
- Projects
- Workflow Creator
- 4Field staff and payrollHRMS · Productivity
- Attendance
- HR Payroll
- Workload Engine
Modules used
- Management
- Operations
- Sales
- Productivity
- HRMS
Connex · for Agriculture
From farm gate to payment.
Procurement, storage, field agents and payouts tracked without paper registers.
how connex fixes it · step by step
- 1Procurement from many farmersManufacturing · Sales
- Purchase
- Purchase Order
- Items
- 2Storage and stockManufacturing
- Warehouse
- 3Field agents and payoutsSales · Finance
- Sales Agent
- Wallet
- WhatsApp Cloud API
- 4Selling to buyers and invoicingSales · Accounts
- Estimates
- Invoices
- Tally Integration
Modules used
- Manufacturing
- Sales
- Finance
- Accounts
Connex · for Automotive
Showroom, service and spares in sync.
Leads and quotes for sales, job cards for service, and spares stock for both.
how connex fixes it · step by step
- 1Showroom leads and quotesMarketing · Sales
- Leads
- Estimate request
- Sales Agent
- 2Service job cardsOperations
- ServiceDesk
- Tickets
- 3Spares and productionManufacturing · Management
- Warehouse
- Purchase
- Manufacturing
- Asset Management
- 4Billing and service remindersSales · Marketing
- Invoices
- Payments
- WhatsBot
Modules used
- Marketing
- Sales
- Operations
- Manufacturing
- Management
Connex · for Media & Entertainment
Projects, rights and revenue, tracked.
Run productions, contracts and subscriptions with campaigns that bring audiences in.
how connex fixes it · step by step
- 1Productions over WhatsApp groupsProductivity
- Projects
- Tasks
- Document Management
- 2Contracts and proposalsSales
- Proposals
- Contracts
- 3Subscribers and campaignsSales · Marketing
- Subscriptions
- Marketing Automation
- 4Crew payments and hiringHRMS · Finance
- HR Payroll
- Recrruitment & Traning
- Payments
Modules used
- Productivity
- Sales
- Marketing
- HRMS
- Finance
every industry at a glance
01 · Healthcare
Clinics and hospitals that run on time.- 1Long queues and missed appointmentsProductivity · System ToolsAppointmently · WhatsApp Cloud API · Customer KYC
- 2Billing done by handSales · FinanceInvoices · Payments · Razorpay Gateway · Paytm Payments
- 3Clinical records and staff rostersStandalone · HRMSHealthOracle · Attendance · HR Payroll
- 4Patient follow-ups and feedbackMarketing · OperationsWhatsBot · Surveys · Report Builder
13 modules switched on8 module groups
- Productivity
- System Tools
- Sales
- Finance
- Standalone
- HRMS
- Marketing
- Operations
02 · Finance & Banking
Compliant onboarding, faster approvals.- 1Slow, paper-heavy onboardingProductivityCustomer KYC · Document Management · Contracts
- 2Approvals stuck in emailManagementWorkflow Creator · SecureDesk · Report Builder
- 3Reconciliation at month endAccounts · FinanceAccounting and Bookkeeping · Tally Integration · Payments
- 4Customer queries and complaintsOperationsServiceDesk · Tickets · Knowledge base
12 modules switched on5 module groups
- Productivity
- Management
- Accounts
- Finance
- Operations
03 · Retail & E-commerce
Every channel, one stock count.- 1Orders scattered across channelsSalesOmni Sales · WooCommerce · Items
- 2Stock-outs and overstockManufacturingWarehouse · Purchase · Purchase Order
- 3Repeat buyers and referralsMarketing · SalesWhatsBot · Affiliate Management · Razorpay Gateway
- 4Staff, shifts and store reportsHRMS · ManagementAttendance · HR Payroll · Report Builder
12 modules switched on5 module groups
- Sales
- Manufacturing
- Marketing
- HRMS
- Management
04 · Logistics
Know where every delivery is.- 1Dispatch planned on phone callsProductivityTasks · Workload Engine · Projects
- 2Proof of deliverySalesDelivery Note · Invoices · Payments
- 3Vehicles, depots and complaintsManagement · OperationsAsset Management · Warehouse · Tickets
- 4Driver attendance and payrollHRMSAttendance · HR Payroll · HR Records
12 modules switched on5 module groups
- Productivity
- Sales
- Management
- Operations
- HRMS
05 · Manufacturing
From raw material to invoice, on one screen.- 1Production planned on spreadsheetsManufacturing · ProductivityManufacturing · Workload Engine · Projects
- 2Raw material shortagesManufacturing · SalesPurchase · Purchase Order · Warehouse · Items
- 3Order to cash takes weeksSales · AccountsEstimates · Delivery Note · Invoices · Tally Integration
- 4Shop-floor staff and machinesHRMS · ManagementAttendance · HR Payroll · Asset Management · Report Builder
15 modules switched on6 module groups
- Manufacturing
- Productivity
- Sales
- Accounts
- HRMS
- Management
06 · Education
Admissions to alumni, organised.- 1Enquiries lost across ads and formsMarketingGoogle Leads · Meta Leads · Leads
- 2Fees and renewalsSalesSubscriptions · Invoices · Payments
- 3Faculty hiring and feedbackHRMS · OperationsRecrruitment & Traning · HR Records · Surveys
- 4Classes, timetables and documentsProductivityProjects · Tasks · Document Management
12 modules switched on5 module groups
- Marketing
- Sales
- HRMS
- Operations
- Productivity
07 · Hospitality
Full tables, happy guests.- 1Bookings by phone and DMProductivity · MarketingAppointmently · WhatsBot
- 2Orders and billing at rush hourSales · FinanceOmni Sales · Invoices · Paytm Payments
- 3Staff shifts and guest feedbackHRMS · OperationsAttendance · HR Payroll · Surveys
- 4Kitchen stock and suppliersManufacturingPurchase · Warehouse · Items
11 modules switched on7 module groups
- Productivity
- Marketing
- Sales
- Finance
- HRMS
- Operations
- Manufacturing
08 · Real Estate
More site visits, faster bookings.- 1Leads from many portalsMarketingEstate Leads · Meta Leads · Google Leads
- 2Slow follow-upsMarketing · SalesSales Co-Pilot AI Calls · Proposals · Contracts
- 3Unit inventory and paymentsStandalone · SalesRealitiSync · Payments · Invoices
- 4Channel partners and site teamsSales · HRMSSales Agent · Affiliate Management · Attendance
12 modules switched on4 module groups
- Marketing
- Sales
- Standalone
- HRMS
09 · Energy & Utilities
Assets and service, under control.- 1Field assets on paperManagementAsset Management · Report Builder
- 2Service requests pile upOperationsServiceDesk · Tickets · Knowledge base
- 3Recurring billing and projectsSales · ProductivitySubscriptions · Projects · Workflow Creator
- 4Field staff and payrollHRMS · ProductivityAttendance · HR Payroll · Workload Engine
11 modules switched on5 module groups
- Management
- Operations
- Sales
- Productivity
- HRMS
10 · Agriculture
From farm gate to payment.- 1Procurement from many farmersManufacturing · SalesPurchase · Purchase Order · Items
- 2Storage and stockManufacturingWarehouse
- 3Field agents and payoutsSales · FinanceSales Agent · Wallet · WhatsApp Cloud API
- 4Selling to buyers and invoicingSales · AccountsEstimates · Invoices · Tally Integration
10 modules switched on4 module groups
- Manufacturing
- Sales
- Finance
- Accounts
11 · Automotive
Showroom, service and spares in sync.- 1Showroom leads and quotesMarketing · SalesLeads · Estimate request · Sales Agent
- 2Service job cardsOperationsServiceDesk · Tickets
- 3Spares and productionManufacturing · ManagementWarehouse · Purchase · Manufacturing · Asset Management
- 4Billing and service remindersSales · MarketingInvoices · Payments · WhatsBot
12 modules switched on5 module groups
- Marketing
- Sales
- Operations
- Manufacturing
- Management
12 · Media & Entertainment
Projects, rights and revenue, tracked.- 1Productions over WhatsApp groupsProductivityProjects · Tasks · Document Management
- 2Contracts and proposalsSalesProposals · Contracts
- 3Subscribers and campaignsSales · MarketingSubscriptions · Marketing Automation
- 4Crew payments and hiringHRMS · FinanceHR Payroll · Recrruitment & Traning · Payments
10 modules switched on5 module groups
- Productivity
- Sales
- Marketing
- HRMS
- Finance
proof
Businesses already run
on Connex.
- users run their company on Connex
- 200+
- integrations: payments, banks, Tally, WhatsApp and more
- 50+
- faster work when every team uses one system
- 50%
- fewer errors, because nothing is typed twice
- 70%
Sales, projects, accounts and HR used to live in five different tools. With Connex everything is on one screen, our invoices sync straight to Tally, and month-end close went from five days to one.
- Sales · Projects · Accounts · HRMS
- Tally sync
- 5 days → 1 day close
faq
Before you
switch on Connex.
Still unsure? Ask FOXi, our AI assistant, or book a free 30-minute walkthrough with the Connex team.
Will Connex work with Tally and my bank?
Yes. Connex syncs invoices, payments and ledgers with Tally, Zoho Books and QuickBooks, and takes payments through Razorpay, Paytm and Stripe. Bank feeds from ICICI, HDFC and Axis keep your books matched without manual entry.
Can I move my data from Excel or another CRM into Connex?
Yes. Import customers, leads, items and employees into Connex from Excel or CSV in a few clicks. For larger moves from another CRM or ERP, the Connex team maps and imports your data during onboarding, so you start with your history in place.
Is my data safe in Connex?
Your data stays yours. Connex uses role-based access so each person sees only what they need, encrypted connections, activity logs for every change and regular backups. SecureDesk adds approvals and audit trails for sensitive work.
What if my tool isn’t on the Connex integrations list?
Connect it through the Connex REST API, webhooks or Zapier. If you need a deeper link, Foxena’s engineers can build a custom Connex integration for you.
Do Connex integrations cost extra?
Standard Connex integrations such as payments, Tally, WhatsApp and Google Workspace are included in your plan. Custom integrations are quoted separately.
How long does it take to set up Connex?
Most teams start using Connex within a few days. Switch on the modules you need first, and the Connex team helps with setup, data import and training for your staff.
Which departments can use Connex?
All of them. Connex covers sales, marketing, projects, accounts, finance, HR and payroll, operations, support and manufacturing, in one system with one database.
Does Connex work on mobile?
Yes. Connex runs in the browser and on native mobile apps, so field staff, sales agents and managers see the same live data on the go.
Can I customise Connex for my industry?
Yes. Pick only the Connex modules your industry needs, build your own approval flows with Workflow Creator, and make the reports you want with Report Builder. Add more modules as you grow.
How does the Connex 90-day free trial work?
Sign up at connex.works and use Connex free for 90 days. Everything you set up during the trial stays in place when you move to a paid plan.