# AOZO: full site content Site: https://aozo.in · Last updated: 2026-11-12 · Contact: support@aozo.in --- # Made for Indian businesses # AOZO > AOZO is a cloud workspace for Indian businesses that combines CRM, Helpdesk, Projects, GST Accounting, Teams (HRMS and payroll) and Hubble team chat under one login, with AI built in. Canonical page: https://aozo.in/in Last updated: 2026-11-12 Contact: support@aozo.in ## Apps - [AOZO CRM](https://aozo.in/in/crm): Capture leads, score them and move deals through your pipeline. - [AOZO Helpdesk](https://aozo.in/in/helpdesk): Turn customer emails and requests into tickets your team can track to done. - [AOZO Projects](https://aozo.in/in/projects): Plan tasks, set owners and deadlines, and see what’s moving. - [AOZO Accounting](https://aozo.in/in/accounting): Quotations, GST invoices and receipts in rupees, ready for your books. - [AOZO Teams](https://aozo.in/in/teams): HRMS for your people: records, leave and Indian payroll. - [Hubble](https://aozo.in/in/hubble): Team chat that sits next to your work, with Copilot built in. ## Who it is for - **Startups**: Start with the one app you need today and add the rest as you grow, without moving your data again. - **Growing businesses**: Sales, support, accounts and HR work from the same customer and employee records, so nothing gets copied twice. - **Agencies**: Track leads, run client projects, raise GST invoices and handle client tickets from one place. ## Made for India - **GST invoices**: Add GSTIN and HSN codes, turn quotations into invoices and send PDF receipts. - **Rupees everywhere**: Prices, invoices, reports and payslips all work in ₹ from day one. - **Payroll compliance**: EPF, ESI, Professional Tax and TDS, with bank NEFT export for salary runs. - **Your own address**: Use a branded subdomain or bring your own custom domain. ## AI - **⌘K search**: Find any customer, ticket, invoice or person across every app from one search bar. - **Lead scoring**: See which leads are worth a call first, without building a spreadsheet. - **Copilot in Hubble**: Ask questions and get help with your work right inside team chat. - **Workflows**: Automate the routine steps that happen the same way every time. ## Security - **Two-factor sign-in**: Email OTP, authenticator apps and passkeys keep accounts safe. - **Roles and activity logs**: Decide who sees what, and see who changed what. - **Built around the DPDP Act**: Our data practices are written around India’s Digital Personal Data Protection Act, 2023. ## Frequently asked questions **Do I need all six apps?** No. Each app is its own subscription. Start with one and add others when you’re ready; they share the same login. **Does it support GST and Indian payroll?** Yes. Accounting handles GSTIN, HSN codes, quotations and GST invoices. Teams handles EPF, ESI, Professional Tax, TDS and bank NEFT export. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. **Is my data secure?** AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO POS > AOZO POS is table QR ordering, billing and kitchen display software for Indian restaurants, cafés and QSRs. Guests scan a table QR, order and pay from their phone, the kitchen gets the order in seconds, and the cashier closes a GST bill with a UPI QR. Canonical page: https://aozo.in/in/pos Last updated: 2026-11-12 Audience: Restaurants, cafés and QSRs in India Contact: support@aozo.in ## Features - **QR ordering**: One QR per table, a menu with search and a veg-only filter, plus Call waiter, Water and Bring the bill buttons. - **Kitchen display**: Colour-coded tickets in any browser. Tickets turn red after 20 minutes, and KOTs print in one tap. - **Floor view**: See which tables are free, occupied or need attention, with running bills and waiter calls on top. - **Inventory and recipes**: Link ingredients to dishes so every sale deducts stock. Get low-stock alerts and food cost per dish. - **Dine-in, takeaway and delivery**: All three order types from one counter screen, with discounts and add-items-to-running-order. - **Reports**: Today against yesterday, sales by hour, best sellers, payment split, GST collected and QR order counts. ## Made for Indian restaurants - **GST-ready invoices**: CGST and SGST split on the bill, your GSTIN printed on every invoice, and an optional service charge. - **UPI on the bill**: The guest’s bill carries a UPI QR for the exact amount, so they can pay from their table with GPay, PhonePe, Paytm or BHIM. - **KOT and 80mm receipts**: Kitchen tickets and customer receipts formatted for standard 80mm thermal printers. - **Veg and non-veg marks**: The familiar green and red symbols on the QR menu, POS and kitchen tickets. - **Dine-in, takeaway, delivery**: One counter screen for all three, with discounts and add-items-to-running-order. - **Roles for your team**: Separate logins for owner, cashier, waiter and kitchen. Each sees only their screen. ## How a table order flows 1. **Guest scans the table QR**: Your menu opens in the browser with prices, veg and non-veg marks and photos. The table number is already attached. 2. **Order lands in the kitchen**: A ticket appears on the kitchen display with a chime, and the KOT can be printed. Notes like “less spicy” come through as written. 3. **Guest sees live status**: Received → Preparing → Ready → Served updates on their phone. They can order another round from the same QR. 4. **Bill and payment**: The guest sees the itemised bill with GST and a UPI QR for the exact amount. The cashier marks it paid and prints the invoice. ## In detail ### A menu guests can actually order from Every table gets its own QR code. Print them from the dashboard and stick them on the tables. That’s the setup. - Categories, search and a veg-only filter - “Call waiter”, “Water” and “Bring the bill” buttons - Optional approval: staff accept QR orders before they hit the kitchen - Mark an item sold out and it disappears from ordering instantly ### Your chefs see every ticket, in order Run it on any tablet or TV with a browser. Tickets are colour-coded by stage and turn red after 20 minutes. - Tap an item to tick it off; the ticket moves to “Preparing” automatically - One tap to mark Ready, and the guest’s phone updates - Print a KOT for any ticket ### Know which table needs you Free, occupied and needs-attention tables at a glance, with the running bill on each. Waiter calls show up at the top with a sound. - Start a POS order for any table in one tap - See every open order on the table and its status ### Stock that updates itself Enter the recipe once, say 150 g paneer and 30 g butter per Paneer Butter Masala, and every plate sold deducts the ingredients. - Low-stock alerts on the dashboard - Food cost and cost % for every dish - Stock-in and wastage entries in one click ### Close the day knowing your numbers Today’s sales against yesterday, sales by hour, best sellers, payment-mode split, GST collected and how many orders came from QR. - Owner dashboard with revenue, orders and average bill - Best sellers for the last 7 days ## Pricing Every plan includes QR ordering, POS, kitchen display and receipts. Start with a 14-day free trial. - **Starter**: ₹0 free forever, one outlet. Up to 5 tables with QR; 50 menu items; 2 staff logins; POS, KDS, KOT and GST receipts - **Growth**: ₹999 per outlet, plus GST. Up to 25 tables with QR; 300 menu items; 10 staff logins; POS, KDS, KOT and GST receipts; Inventory and recipe costing - **Pro**: ₹2,499 per outlet, plus GST. Up to 200 tables with QR; 2,000 menu items; 50 staff logins; POS, KDS, KOT and GST receipts; Inventory and recipe costing Prices are per outlet per month, plus GST where shown. Please confirm your tax rate with your accountant. ## Frequently asked questions **Do guests need to download an app?** No. The QR opens your menu in the phone’s browser, whether that is Chrome, Safari or anything else. No login, no app. **What hardware do I need?** Any laptop, desktop or tablet with a modern browser for the counter and kitchen. Receipts and KOTs print through the browser to any 80mm thermal printer connected to that device. Guests use their own phones. **How do guests pay?** The bill on the guest’s phone shows a UPI QR and a “Pay via UPI app” button for the exact amount. Once you see the payment, your cashier marks the order paid. Cash and card payments are recorded at the counter. **Is the bill GST compliant?** Invoices show your GSTIN, item-wise amounts and tax split into CGST and SGST at the rate you set. You can also add a service charge. Please confirm your tax rate with your accountant. **Does it work without internet?** No. The counter, kitchen screen and guest menu all need an internet connection. A normal broadband or 4G connection is enough, because the pages are small. **How much does AOZO POS cost?** Starter is free for one outlet with up to 5 QR tables. Growth is ₹999 per outlet per month plus GST, and Pro is ₹2,499 per outlet per month plus GST. Every paid plan starts with a 14-day free trial, and you can cancel any time. --- # AOZO Booking > AOZO Booking is a direct booking engine for hotels, resorts, homestays and villas in India. Guests book on your website, Instagram or Google link, pay an advance by UPI, and you pay 0% commission on direct bookings. Canonical page: https://aozo.in/in/booking Last updated: 2026-11-12 Audience: Hotels, resorts, homestays and villas in India Contact: support@aozo.in ## Features - **Live availability**: Guests see only what you can sell. Rooms close automatically when they sell out, so there are no double bookings. - **Rate plans and meal plans**: Room only, with breakfast (CP), MAP, AP and non-refundable savers, each with its own price. - **Rates and inventory calendar**: Change prices for weekends and festivals, stop sell, minimum stay and no-arrival days in bulk. - **Promo codes**: Percentage or flat discounts with stay dates, minimum nights and redemption limits. - **Add-ons that upsell**: Airport pickup, breakfast, early check-in and celebrations, charged per stay, night or guest. - **Website widget**: Drop a “Book now” search box on any website, whether WordPress, Wix or custom, with one line of code. - **GST-ready invoices**: 5% and 18% GST slabs per room night, CGST and SGST split, and printable invoices with your GSTIN. - **UPI advance payments**: Guests pay advances by UPI from the confirmation page. Record payments and refunds at the desk. - **Front desk dashboard**: Arrivals, departures, in-house guests, walk-in bookings, check-in and check-out, room numbers and folio. - **Automatic emails**: Instant confirmation to the guest, a new-booking alert to you, and cancellation notices. - **Self-service cancellation**: Guests manage their booking and cancel within your free-cancellation window. - **Occupancy, ADR, RevPAR**: Know your numbers by room type and channel, plus a 14-night occupancy forecast. ## Built for Indian properties - **GST slabs**: 5% and 18% GST per room night with CGST and SGST split, and your GSTIN on every invoice. - **UPI advances**: Guests pay the advance by UPI from the confirmation page, in rupees. - **Book from anywhere**: Share your booking link on your website, Instagram bio, Google Business Profile and WhatsApp. - **Emails that go out on their own**: Guest confirmations, new-booking alerts and cancellation notices, plus self-service cancellation. ## Booking direct or through an OTA **Through an OTA** - A commission on every booking - Guest email and phone often masked - Hard to bring the guest back **Direct with AOZO Booking** - 0% commission, on every booking - Guest email and phone are yours - Easy to welcome repeat guests ## Pricing No commission on bookings. Ever. Start with a 14-day free trial. - **Starter**: Free . Up to 2 room types; 1 staff login; Unlimited bookings; Website widget and emails - **Growth**: ₹1,499 per month. Up to 8 room types; 5 staff logins; Unlimited bookings; Promo codes; Website widget and emails - **Pro**: ₹3,499 per month. Up to 50 room types; 25 staff logins; Unlimited bookings; Promo codes; Website widget and emails Prices are per month. Every plan includes unlimited bookings, the website widget and emails. ## Frequently asked questions **Do you charge commission on bookings?** No. AOZO Booking charges 0% commission on direct bookings. **Will it work with my current website?** Yes. Add the booking widget to WordPress, Wix or a custom site with one line of code, or share the booking link. **How do guests pay?** Guests pay the advance by UPI from the confirmation page. Your desk can record other payments and refunds. **Can guests cancel on their own?** Yes, within the free-cancellation window you set. **How much does AOZO Booking cost?** Starter is free with up to 2 room types and 1 staff login. Growth is ₹1,499 per month with up to 8 room types and 5 staff logins, and Pro is ₹3,499 per month with up to 50 room types and 25 staff logins. All plans include unlimited bookings and start with a 14-day free trial. --- # AOZO Commerce > AOZO Commerce is an online store and checkout for Indian sellers and D2C brands. Build the store, add products with AI, accept UPI, cards, wallets and COD, and ship every order from one place. Canonical page: https://aozo.in/in/commerce Last updated: 2026-11-12 Audience: Indian sellers and D2C brands Contact: support@aozo.in ## Features - **Store builder**: Free themes, a drag-and-drop builder, a built-in blog, SSL and storefronts that work well on phones. - **Products with AI**: Unlimited variants, bulk CSV import and export, and AI-written titles, descriptions and tags. - **Order management**: One-click fulfilment, automatic tracking messages, and a returns and refunds flow. - **One inventory**: A single stock count across your store and the other channels you sell on. - **AI Sidekick**: Help with product copy, captions, campaigns and the repetitive store tasks. - **Analytics**: See what’s selling, where buyers come from and how your store is doing. ## Made for the way India sells - **UPI-first checkout**: 1-click UPI, cards, wallets, BNPL and COD, all in rupees. - **B2C, B2B and retail**: Sell to shoppers, run a wholesale portal with volume pricing, or sell in-store with POS. - **Your own address**: Connect a custom domain so the store is clearly yours. - **Open APIs**: REST APIs, webhooks and SDKs for teams who want a headless storefront. ## From first product to delivered order 1. **Add a product**: Upload a photo and let AI draft the title, description and tags. 2. **Take the order**: The buyer pays with UPI, card, wallet, BNPL or cash on delivery. 3. **Ship it**: One-click fulfilment assigns a shipping partner for you. 4. **Keep them posted**: Tracking updates go out on their own, and returns have a clear flow. ## Frequently asked questions **Do I need a developer to set up my store?** No. Pick a theme, edit it with the drag-and-drop builder and add your products. Developers can still use the APIs and webhooks if you want a custom storefront. **Which payment methods can my buyers use?** UPI, cards, wallets, BNPL and cash on delivery. **Can I sell on Instagram and marketplaces too?** Yes. Your inventory stays in one place while you sell on your store and other channels like Instagram, Amazon and Flipkart. **Does it work with the rest of AOZO?** Yes. AOZO Commerce uses the same login as the other AOZO apps, so your team doesn’t need another account. --- # AOZO CRM > AOZO CRM captures your leads, scores them and moves deals through your pipeline, using the same customer records as Helpdesk and Accounting. Canonical page: https://aozo.in/in/crm Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in India Contact: support@aozo.in ## Features - **Lead capture**: New leads land in your pipeline as they arrive. - **Lead scoring**: See which leads are worth a call first, without building a spreadsheet. - **Pipeline**: Move deals through your pipeline from first hello to closed. - **⌘K search**: Find any customer, ticket, invoice or person across every app from one search bar. - **Workflows**: Automate the routine steps that happen the same way every time. - **Shared records**: Tickets and invoices sit next to the deal, on the same customer record. ## From new lead to closed deal 1. **Capture the lead**: A new lead comes in and lands in your pipeline with a score. 2. **Call the right people first**: See which leads are worth a call first, without building a spreadsheet. 3. **Move the deal**: Move deals through your pipeline as the conversation progresses. 4. **Raise the invoice**: When the deal closes, the quotation becomes a GST invoice in AOZO Accounting. ## Frequently asked questions **Do I need the other AOZO apps to use AOZO CRM?** No. Each AOZO app is its own subscription. Start with AOZO CRM and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. **Is my data secure?** AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO Helpdesk > AOZO Helpdesk turns customer emails and requests into tickets your team can track to done, right next to the customer’s deal. Canonical page: https://aozo.in/in/helpdesk Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in India Contact: support@aozo.in ## Features - **Tickets from emails and requests**: Turn customer emails and requests into tickets your team can track to done. - **Next to the deal**: The ticket sits right next to the customer’s deal in AOZO CRM. - **⌘K search**: Find any customer, ticket, invoice or person across every app from one search bar. - **Roles and activity logs**: Decide who sees what, and see who changed what. ## From request to resolved 1. **Customer reaches out**: A customer email or request arrives. 2. **It becomes a ticket**: Your team gets a ticket to track to done. 3. **Full picture**: The ticket sits right next to their deal. ## Frequently asked questions **Do I need the other AOZO apps to use AOZO Helpdesk?** No. Each AOZO app is its own subscription. Start with AOZO Helpdesk and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. **Is my data secure?** AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO Projects > AOZO Projects is project management software for projects, tasks, boards and time tracking, with team analytics. Plan tasks with owners and deadlines, see what’s moving on a Kanban board or a Gantt chart with critical path, and share one login with the rest of AOZO. Canonical page: https://aozo.in/in/projects Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in India Contact: support@aozo.in ## Features - **Projects and tasks**: Break work into projects and tasks with owners, due dates and statuses. - **Kanban boards**: Boards for the way your team already works, with custom statuses and list or grid views. - **Time tracking**: Log time against tasks and see where the week actually went. - **Team analytics**: Task status distribution, a completion leaderboard and a 7-day trend per organisation. - **Gantt with critical path**: Bars at the real dates, task dependencies and the critical path that decides your finish date. - **Workload**: Spot workload conflicts and level resources before deadlines slip. - **My Tasks and All Tasks**: Everyone sees their own tasks. Managers see them all, with filters for employee, status, priority and overdue. - **Roles and assignment**: Admins and project managers assign and reassign tasks. Employees can take work for themselves. - **Integrations**: Connect Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub from the Apps page. - **Project chat**: Every project can have its own chat space in Hubble, next to the tasks. - **Team access**: Groups of people from AOZO Teams get access to the projects they work on. - **AI summaries**: AI summarises project status and flags tasks at risk of slipping. ## From plan to done 1. **Plan the work**: Break work into projects and tasks with owners, due dates and statuses. 2. **Run it on a board**: Kanban boards for the way your team already works. 3. **Log the time**: Log time against tasks and see where the week actually went. 4. **Check the numbers**: Status distribution, a completion leaderboard and a 7-day trend. ## Frequently asked questions **What is AOZO Projects?** AOZO Projects is project management software for projects, tasks, boards and time tracking, with team analytics. **What analytics does Projects give?** Task status distribution, a completion leaderboard and a 7-day trend for your organisation. **Who can manage a Projects organisation?** The person who creates an organisation becomes its admin and can invite members. **Who can assign tasks?** Only admins and project managers can assign or reassign tasks. Employees can take work for themselves. **Does it have a Gantt chart?** Yes. The Gantt chart shows bars at the real dates, task dependencies and the critical path, and AOZO Projects flags workload conflicts. **Which tools can I connect?** The Apps page connects Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub. **Can my team chat inside a project?** Yes. A project can have its own chat space in Hubble, so the conversation stays next to the work. **Do I need the other AOZO apps to use AOZO Projects?** No. Each AOZO app is its own subscription. Start with AOZO Projects and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. **Is my data secure?** AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO Accounting > AOZO Accounting is GST invoicing and accounting software with quotations, items, expenses and GST reporting. Invoices carry GSTIN and HSN details, payments are tracked as Paid, Partially paid, Unpaid or Overdue, and everything is connected to CRM deals and customers. Canonical page: https://aozo.in/in/accounting Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in India Contact: support@aozo.in ## Features - **GST invoices**: Tax-compliant invoices with GSTIN, HSN codes and PDF receipts. - **Quotations and estimates**: Send a proposal, then convert it to an invoice in one click. Quotations can also become pro-forma invoices, and partial invoicing is supported. - **Payment tracking**: Paid, Partially paid, Unpaid and Overdue tracking, with smart views for high-value and invoiced-today bills. - **Items and price master**: SKU, HSN code, unit, stock and price kept in a single catalog. - **Customers**: Customers with GSTIN and outstanding balance, connected to CRM deals and customers. - **Expenses**: Log expenses by category, amount and payment mode, and keep the books tidy. - **Credit and debit notes**: Issue credit and debit notes against invoices. - **Recurring invoices**: Set up recurring invoices and retainers for repeat billing. - **Sales orders and challans**: Create sales orders and delivery challans alongside your invoices. - **GST reports**: GST reporting for filing time, from the same invoices. - **Pro-forma invoices**: Pro-forma invoices and billing receipts when a customer needs one before the final bill. - **Overdue reminders**: AI spots overdue payments and drafts polite reminders for your customers. ## Built for how Indian businesses bill - **GSTIN and HSN codes**: Add GSTIN and HSN codes to your invoices and keep GSTIN with each customer. - **GST reporting**: GST reports come from the same invoices you already issue. - **PDF receipts**: Send customers a PDF receipt for every payment. - **Rupees everywhere**: Prices, invoices, outstanding balances and reports all work in ₹ from day one. ## From deal to receipt 1. **Send a quotation**: Send a proposal to your customer. 2. **Convert it**: When the deal closes, convert the quotation into an invoice in one click. 3. **Track payment**: See each invoice as Paid, Partially paid, Unpaid or Overdue. 4. **Send the receipt**: Generate a PDF receipt for your customer. ## In detail ### From proposal to GST invoice Send a proposal, then convert it to an invoice in one click. Manage tax invoices, record customer payments, generate PDF receipts and track accounts receivable. - Quotations and proposals next to your invoices - A GST and tax compliant invoice with GSTIN and HSN codes - Convert a quotation to an invoice, or to a pro-forma invoice - One click on Create Invoice to issue a new bill ### Know who has paid, and who hasn’t See your totals at a glance, then jump into the invoices that need attention. - Total invoiced, payments collected, pending receivables and overdue invoices - Smart views: Paid, Partial advance, Unpaid and pending, Overdue bills, High value and Proforma invoices - Invoiced today in one click - Paid, Partially paid, Unpaid and Overdue filters ### Invoices that know your customers Every invoice shows its customer and its CRM connection, so sales and billing share one record. - Payment status, invoice number, customer, dates and billed amount in one list - A CRM connections column that links invoices to deals - Search by invoice number, client, email or phone - Advanced filters and column controls ## Frequently asked questions **What is AOZO Accounting?** AOZO Accounting is GST invoicing and accounting software with quotations, items, expenses and GST reporting. **Does it support GST invoices?** Yes. Invoices carry GSTIN and HSN details, and you can track Paid, Partially paid, Unpaid and Overdue invoices. **Can I turn a quotation into an invoice?** Yes. Send a proposal, then convert it to an invoice in one click. A quotation can also be converted to a pro-forma invoice. **Can I manage items and stock?** Yes. The price master holds items with SKU, HSN code, unit, price and stock. **Can I log expenses?** Yes. Expenses are logged with a category, amount and payment mode. **Is it connected to CRM?** Yes. Invoices are connected to CRM deals and customers, so sales and billing share the same records. **Can I send receipts to customers?** Yes. You can generate PDF receipts and send them to your customers. **Do I need the other AOZO apps to use AOZO Accounting?** No. Each AOZO app is its own subscription. Start with AOZO Accounting and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. **Is my data secure?** AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO Teams > AOZO Teams is HRMS software for the employee directory, attendance, leave, shifts and payroll. Payroll covers EPF, ESI, Professional Tax and TDS deductions, with a bank NEFT batch export for salary runs. Canonical page: https://aozo.in/in/teams Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in India Contact: support@aozo.in ## Features - **Employee directory**: Everyone, their role, department, job title and status, with onboarding and notice-period filters. - **Attendance tracking**: Keep a clear record of who worked when, in the same place as leave and payroll. - **Leave and comp-off**: Accrual, balances, requests and approvals with a full leave ledger. - **Shifts and rosters**: Plan shifts, handle timings and timezones, and publish the roster. - **Payroll runs**: Salary structures, statutory deductions and payslips, with a bank NEFT batch export for salary runs. - **Admin and employee views**: Admins see organisation-wide stats. Employees see their own attendance, leave and payslips. ## Indian payroll compliance, built in - **EPF**: Employee and employer provident fund contributions are part of the payroll run. - **ESI**: Employees’ State Insurance deductions are calculated with the rest of payroll. - **Professional Tax**: State professional tax deductions, included in the statutory breakdown. - **TDS**: Income tax deducted at source, shown on every payslip’s breakdown. - **Bank NEFT batch export**: Export salary runs as a bank batch instead of typing amounts again. - **Rupees everywhere**: Salaries, deductions and reports all work in ₹ from day one. ## From joining to payslip 1. **Keep the directory**: Everyone, their role, department, job title and status in one place. 2. **Track attendance and leave**: Attendance, leave accrual, comp-off, requests and approvals. 3. **Plan shifts**: Plan shifts, handle timings and timezones, and publish the roster. 4. **Run payroll**: Salary structures, statutory deductions and payslips, then export the bank batch. ## In detail ### Everyone in one place Everyone, their role, department, job title and status, with onboarding and notice-period filters. - Search by employee, email or job title - Tabs for Active, Notice period, Left or resigned and Terminated or inactive - Filter by department and role - Add a team member in one click ### Leave without the spreadsheet Accrual, balances, requests and approvals with a full leave ledger. - Casual, sick and earned leave balances at a glance - Comp-off earned for weekend and holiday work - Leave applications and history in one list - A leave ledger that shows how every balance changed ### Indian payroll, ready for month-end Salary structures, statutory deductions (EPF, ESI, Professional Tax, TDS) and payslips. - Run payroll in bulk or issue a single payslip - Payroll records log with EPF, ESI, PT and TDS breakdowns - Export a bank NEFT batch for salary runs - Pick the month and filter by paid or pending ### Plan shifts and publish the roster Plan shifts, handle timings and timezones, and publish the roster. - Schedule shifts for each employee - Handle multiple timezones - Roster planning in one view ## Frequently asked questions **What is AOZO Teams?** AOZO Teams is HRMS software for the employee directory, attendance, leave, shifts and payroll. **Does it handle Indian payroll compliance?** Yes. Payroll supports statutory deductions such as EPF, ESI, Professional Tax and TDS, and a bank NEFT batch export. **Can it manage comp-off and leave?** Yes. Leave management covers accrual, comp-off, balances, requests and approvals with a leave ledger. **Do employees see their own data?** Yes. Admins see organisation-wide stats, and employees see their own personal view. **Can it manage shifts and rosters?** Yes. You can plan shifts, handle timings and timezones, and publish the roster. **Does AOZO Teams use AI?** AI can answer policy questions for employees and flag unusual attendance patterns for HR. **Do I need the other AOZO apps to use AOZO Teams?** No. Each AOZO app is its own subscription. Start with AOZO Teams and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. **Is my data secure?** AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # Hubble > Hubble is AOZO’s team chat. It has spaces and channels, direct messages, voice and video calls, meeting scheduling and AI copilot messaging, and it sits next to your work on the same AOZO login. Canonical page: https://aozo.in/in/hubble Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in India Contact: support@aozo.in ## Features - **Spaces and channels**: Organise conversations by team, project or topic. Every project can have its own chat space. - **Direct messages and groups**: One-to-one and group chats with typing indicators and unread counts. - **Calls and meetings**: Voice and video calls, and meeting scheduling, started from the thread you are already in. - **AI copilot messaging**: Draft, rewrite and summarise right inside the conversation. Copilot summarises busy channels and turns a thread into tasks. - **Mentions, pins and files**: @mention teammates, pin the messages that matter and share files in the conversation. - **One login**: Sign in once with your AOZO account. Membership is checked per workspace. ## Chat without switching tabs 1. **Talk in the right space**: Organise conversations by team, project or topic. 2. **Jump on a call**: Start a call or schedule a meeting without leaving the thread. 3. **Ask Copilot**: Draft, rewrite and summarise right inside the conversation. ## Frequently asked questions **What is Hubble?** Hubble is AOZO’s team communication app, with spaces and channels, direct messages, calls, meeting scheduling and AI copilot messaging. **Does Hubble support calls and meetings?** Yes. You can start a call or schedule a meeting from the conversation. **Do I need a separate login for Hubble?** No. You sign in with your AOZO account, and membership is checked per workspace. **Can I chat inside a project?** Yes. Projects can have their own chat space, so the conversation stays next to the work. **What can Copilot do in Hubble?** Copilot helps you draft and rewrite messages from the composer, summarises busy channels and can turn a thread into tasks. **Does it work on my phone?** Yes. AOZO works on both phone and desktop, and Hubble has a mobile experience for chats on the go. **Do I need the other AOZO apps?** No. Each AOZO app is its own subscription. Start with Hubble and add others when you’re ready; they share the same login. **Is my data secure?** AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # Pay for the apps you use. > Each AOZO app is its own subscription. Pick the ones your team needs; they share one login and one set of records, and you can add more any time. Canonical page: https://aozo.in/in/pricing Last updated: 2026-11-12 ## How pricing works - **One app or many**: Start with the one app you need today and add the rest as you grow, without moving your data again. - **One login**: Every app uses the same login, so your team never needs another account. - **In rupees**: Prices, invoices, reports and payslips all work in ₹ from day one. - **Talk to us**: Not sure which apps you need? Tell us about your business and we’ll help you pick. Contact: support@aozo.in --- # One workspace. Built for how India works. > AOZO is a cloud workspace for Indian businesses. Your customers, tickets, projects, GST invoices, people and chat live in the same place, so your team stops switching tabs and starts shipping work. Canonical page: https://aozo.in/in/about Last updated: 2026-11-12 ## Who AOZO is for - **Startups**: Start with the one app you need today and add the rest as you grow. - **Growing businesses**: Sales, support, accounts and HR work from the same customer and employee records. - **Agencies**: Track leads, run client projects, raise GST invoices and handle client tickets from one place. ## What we believe - **Made for India**: GST, HSN, ₹, EPF, ESI, Professional Tax and TDS are part of the product, not an add-on. - **Short, plain and specific**: AOZO talks like a helpful colleague. No jargon, no shouting. - **Secure by default**: Two-factor sign-in, roles and activity logs, and practices written around India’s DPDP Act, 2023. Contact: support@aozo.in --- # Set up once. Secure everywhere. > Security in AOZO covers every app at once, because every app shares one login and one set of records. Canonical page: https://aozo.in/in/security Last updated: 2026-11-12 ## What’s in place - **Two-factor sign-in**: Email OTP, authenticator apps and passkeys keep accounts safe. - **Roles and activity logs**: Decide who sees what, and see who changed what. - **Built around the DPDP Act**: Our data practices are written around India’s Digital Personal Data Protection Act, 2023. ## Found something? If you think you have found a security problem, please write to us from the Contact page and we will take a look. Contact: support@aozo.in --- # Partner with AOZO. > If you help Indian businesses choose and set up their tools, we would like to hear from you. Canonical page: https://aozo.in/in/partners Last updated: 2026-11-12 ## Who should get in touch - Agencies and consultants setting up tools for clients - Accountants and CAs working with GST and payroll - Teams building on top of AOZO ## How to start Write to us from the Contact page with a few lines about your work and we will reply. Contact: support@aozo.in --- # Talk to the AOZO team. > Questions about pricing, setup or which apps you need? Write to us and we will reply. Canonical page: https://aozo.in/in/contact Last updated: 2026-11-12 Contact: support@aozo.in --- # The AOZO blog. > Guides and updates are on the way. Until then, you can create a workspace and see AOZO for yourself. Canonical page: https://aozo.in/in/blog Last updated: 2026-11-12 Contact: support@aozo.in --- # Privacy Policy > How AOZO collects, uses and protects personal data. Canonical page: https://aozo.in/in/privacy Last updated: 2026-11-12 Applies to: AOZO website, apps and services ## In short - We collect only what we need to run your workspace and support you. - Your business data (customers, tickets, invoices, payroll) belongs to you. We process it only to provide AOZO. - We never sell your personal data. - Our practices are written around India’s Digital Personal Data Protection Act, 2023 (DPDP Act). - You can ask for access, correction or erasure any time at support@aozo.in. ## Who this policy covers This Privacy Policy explains how AOZO (“AOZO”, “we”, “us”) collects, uses, shares and protects personal data when you visit our website, create a workspace or use any AOZO app, including CRM, Helpdesk, Projects, Accounting, Teams, Hubble, Commerce, POS and Booking. It applies to visitors, account holders, and people whose data is entered into AOZO by our customers. Each AOZO app is a separate subscription, but they share one login, so this policy covers all of them. ## Our role: fiduciary or processor Under the DPDP Act, the “Data Fiduciary” decides why and how personal data is processed. A “Data Processor” processes it on the Fiduciary’s behalf. | Data | Our role | What it means | | --- | --- | --- | | Your account and billing details, website visits | AOZO is the Data Fiduciary | We decide how this data is used and are responsible for it under this policy. | | Business data you enter into AOZO (your customers, leads, tickets, invoices, employees, orders, bookings) | You are the Data Fiduciary. AOZO is your Data Processor | We process it only to provide the service and on your instructions. See the DPDP Addendum. | If you are a customer or employee of a business that uses AOZO, please contact that business first about your data. We will help them respond to you. ## What we collect | Category | Examples | Why we collect it | | --- | --- | --- | | Account data | Name, work email, phone number, organisation name, role | To create and secure your workspace and sign you in | | Billing data | GSTIN, billing address, invoices and payment status | To bill you, issue GST invoices and meet tax rules. Card or UPI details are handled by our payment partners, not stored by AOZO. | | Security data | Two-factor settings, passkey identifiers, sign-in and activity logs, IP address, device and browser type | To keep accounts safe, detect misuse and show who changed what | | Usage data | Pages and features used, errors, performance data | To fix problems and improve AOZO | | Support data | Messages you send us, attachments, call or chat notes | To answer you and resolve issues | | Workspace content | Records, files, messages and documents your team adds | To provide the apps you subscribe to | We collect this data from you directly, from your team members who use your workspace, and automatically from your device when you use AOZO. ## How we use personal data - Provide, maintain and secure AOZO and your workspace. - Set up your subscription, bill you and issue invoices. - Send service messages such as sign-in codes, invoices, security alerts and important updates. - Respond to support requests and feedback. - Improve performance, reliability and features. - Prevent fraud, abuse and security incidents. - Meet our legal obligations and enforce our terms. We process personal data on the basis of your consent, or for certain legitimate uses allowed by the DPDP Act, such as performing a contract with you, complying with law, or responding to a security incident. We send marketing messages only if you have agreed. You can withdraw consent at any time using the link in the message or by writing to us. ## AI features Some AOZO features, such as lead scoring, ⌘K search and Copilot in Hubble, use automated processing of data in your workspace to help you work faster. These features run inside your workspace context. Please do not enter data into AOZO that you are not allowed to process. ## Who we share data with We do not sell your personal data. We share it only as follows: - Service providers who help us run AOZO, such as hosting, email and message delivery, payments, analytics and customer support. They may use data only to provide services to us and must protect it. - Other people in your workspace, according to the roles and permissions your administrators set. - Authorities, courts or regulators when the law requires it or to protect rights, safety and security. - A successor, if AOZO is involved in a merger, acquisition or sale of assets. We will tell you before your data becomes subject to a different privacy policy. ## Where data is processed AOZO is built for Indian businesses. Where our service providers process data outside India, we do so only as permitted by the DPDP Act and any restrictions the Government of India notifies, and we require appropriate safeguards. ## How long we keep data We keep personal data only as long as needed for the purpose it was collected, while your subscription is active, and afterwards as needed to meet legal, tax, accounting and dispute-resolution requirements. When data is no longer needed, we delete or anonymise it. Workspace content is kept until you or your administrators delete it or your subscription ends, after which it is deleted or returned as described in the DPDP Addendum. ## How we protect data We use reasonable security safeguards to protect personal data, including: - Two-factor sign-in with email OTP, authenticator apps and passkeys. - Roles and permissions so people see only what they need. - Activity logs that show who changed what. - Access limited to people who need it to do their job. No system is perfectly secure. If a personal data breach affects you, we will notify you and the relevant authority as the law requires. To report a security concern, write to support@aozo.in. ## Cookies and similar technologies The AOZO apps use cookies and similar storage that are necessary to sign you in, keep you signed in and remember preferences such as theme. Our marketing website uses only what is needed to work, such as remembering your country (aozo_country) and your cookie choice (aozo_consent), and does not use analytics or advertising trackers today. When you first visit our website we show a cookie notice. You can accept all, reject everything that is not essential, or choose by category, and you can change or withdraw your choice at any time from "Cookie settings" in the footer. Rejecting is as easy as accepting, and the website works the same either way. If we add analytics or other optional technologies, we will update this policy and ask for your consent where required. You can also clear or block cookies in your browser, but parts of AOZO may stop working. ## Your rights Under the DPDP Act you can: - Get a summary of the personal data we process and who we share it with. - Ask us to correct, complete or update your data. - Ask us to erase your data when it is no longer needed. - Withdraw your consent at any time. - Use our grievance process, and nominate someone to exercise your rights if you cannot. Read how to make a request on the Your Data Rights page. ## Children AOZO is a business service and is not meant for children. We do not knowingly collect personal data of anyone under 18 without verifiable consent of a parent or lawful guardian. If you think a child’s data has been given to us, write to us and we will delete it. ## Grievances and contact For any question, complaint or request about this policy or your personal data, write to us at support@aozo.in with the subject line “Privacy”. Our grievance contact will acknowledge and respond within the time the law requires. If you are not satisfied with our response, you may complain to the Data Protection Board of India once it is operational. ## Changes to this policy We may update this policy as AOZO or the law changes. We will change the “Last updated” date above and, for important changes, notify you by email or in the app. --- # Terms > The terms for using AOZO, in plain language. Canonical page: https://aozo.in/in/terms Last updated: 2026-11-12 Applies to: Everyone who uses AOZO ## In short - Each AOZO app is its own subscription. They share one login. - You own your data. We only use it to provide AOZO. - Keep your login secure and use AOZO lawfully. - Prices are in rupees. Taxes such as GST are added where applicable. - Questions? Write to support@aozo.in. ## Agreement These Terms govern your use of the AOZO website and apps (the “Service”). By creating a workspace or using the Service you agree to these Terms. If you accept on behalf of a business, you confirm you are authorised to bind that business, and “you” means that business. These Terms include our Privacy Policy, DPDP Addendum and Refund Policy. ## The Service AOZO is a cloud workspace for businesses. It includes apps such as CRM, Helpdesk, Projects, Accounting, Teams, Hubble, Commerce, POS and Booking. Each app is a separate subscription, and the apps you subscribe to share one login and one set of records. We may improve, add or change features. If we make a change that materially reduces a paid feature, we will tell you in advance. ## Accounts and security - You must give accurate information and keep it up to date. - You are responsible for activity in your workspace, including by people you invite. - Keep passwords, passkeys and sign-in codes safe. We recommend turning on two-factor sign-in. - Tell us right away at support@aozo.in if you suspect unauthorised access. ## Your data You own the data you put into AOZO (“Customer Data”). You give us permission to host, process and display it only as needed to provide the Service, keep it secure and meet legal obligations. You are the Data Fiduciary for personal data in Customer Data under the DPDP Act and are responsible for having a lawful basis and any required consent to process it. AOZO acts as your Data Processor as described in the DPDP Addendum. ## Acceptable use You agree not to: - Break any law or infringe anyone’s rights, including privacy and intellectual property rights. - Upload malware or try to disrupt, probe or gain unauthorised access to the Service. - Send spam or use AOZO to harass, defraud or mislead people. - Resell or sublicense the Service unless we have agreed in writing. - Reverse engineer the Service except where the law allows. - Store or process data you are not permitted to process. We may suspend access that puts the Service, other customers or the law at risk, and we will tell you why where we can. ## Subscriptions, fees and taxes - Each app is billed as a separate subscription at the price shown when you subscribe. - Prices are in Indian rupees (₹). GST and other applicable taxes are added where required, and we issue GST invoices. - Subscriptions renew for the billing period you choose unless you cancel before renewal. - If payment fails, we may limit or suspend the affected app after notifying you. - We will tell you in advance before changing the price of an existing subscription. Refunds are covered in the Refund Policy. ## Our intellectual property AOZO, its logo, software, design and content belong to us or our licensors. We give you a limited, non-exclusive, non-transferable right to use the Service during your subscription. You may not copy or use our brand without written permission. If you send us feedback, we may use it to improve AOZO without obligation to you. ## Third-party services The Service may connect to third-party services such as payment gateways, couriers, marketplaces and messaging platforms. Their own terms apply, and we are not responsible for them. ## Availability and support We work to keep AOZO available and secure, but we do not promise it will be uninterrupted or error-free. Planned maintenance and events outside our control may cause downtime. Contact support@aozo.in for support. ## Cancellation and termination - You can cancel a subscription at any time from your workspace or by writing to us. Access continues to the end of the paid period unless the Refund Policy says otherwise. - We may suspend or end your access if you materially breach these Terms or the law, or if required by law. - After a subscription ends, we handle Customer Data as described in the DPDP Addendum, including a reasonable chance to export it. ## Disclaimers To the extent the law allows, the Service is provided “as is” and “as available”. We do not give warranties of fitness for a particular purpose beyond those the law requires. AOZO does not give legal, tax or accounting advice. Please confirm tax rates, GST treatment and payroll compliance with your own advisor. ## Limit of liability To the extent the law allows, AOZO is not liable for indirect, incidental, special or consequential losses, or loss of profits, revenue or data arising from your use of the Service. Our total liability for any claim relating to the Service is limited to the fees you paid for the affected app in the 12 months before the claim arose. Nothing in these Terms limits liability that cannot be limited by law. ## Indemnity You will cover us against third-party claims arising from your Customer Data or your breach of these Terms or the law, to the extent allowed by law. ## Governing law and disputes These Terms are governed by the laws of India. We encourage you to contact us first so we can try to resolve any dispute informally. Courts in India will have jurisdiction, subject to any mandatory consumer or statutory rights you have. ## Changes to these Terms We may update these Terms. We will change the “Last updated” date and, for important changes, notify you by email or in the app. Continuing to use the Service after the effective date means you accept the changes. ## Contact Write to support@aozo.in for any question about these Terms. --- # Your Data Rights > How to access, correct or erase your personal data. Canonical page: https://aozo.in/in/data-rights Last updated: 2026-11-12 Applies to: Anyone whose personal data AOZO handles ## In short - You can ask to see, correct, erase or stop us using your personal data. - Write to support@aozo.in with the subject “Data Rights Request”. - We will verify it is you, then respond. It is free to ask. - If your data was added by a business using AOZO, that business is the one in charge of it. ## Your rights under the DPDP Act | Right | What it means | | --- | --- | | Access | Get a summary of the personal data we process about you, what we do with it and who we share it with. | | Correction and completion | Ask us to fix inaccurate or incomplete data, or update it. | | Erasure | Ask us to delete your personal data when it is no longer needed for the purpose it was collected, unless the law requires us to keep it. | | Withdraw consent | Take back consent you gave. This does not affect processing already done, and we may be unable to provide some features without it. | | Grievance redressal | Raise a complaint with us and get a response. | | Nominate | Name another person to exercise your rights if you die or cannot do so yourself. | ## How to make a request - Email support@aozo.in with the subject “Data Rights Request”. - Tell us which right you want to use and which AOZO product or workspace is involved. - Write from the email address linked to your AOZO account so we can verify you. We may ask for more details if we cannot confirm who you are. There is no charge for making a request. ## What happens next - We acknowledge your request. - We verify your identity. - We act on it and reply, within the time the law requires. - If we cannot fully act on a request, for example because the law requires us to keep a record such as a tax invoice, we will tell you why. ## If your data is in a business’s AOZO workspace Businesses that use AOZO decide what personal data they put in their workspace, such as customers, leads, ticket requesters, employees, buyers or guests. For that data the business is the Data Fiduciary and AOZO is its Data Processor. If your request is about that kind of data, please contact the business directly. If you write to us, we will pass your request to the business and help them respond. ## Nominating someone To nominate someone, write to support@aozo.in with their name and contact details. We will keep the nomination on record. ## Complaints If you are not happy with how we handled your request, write to support@aozo.in with the subject “Grievance”. If it is still unresolved, you may complain to the Data Protection Board of India once it is operational. --- # DPDP Addendum > How AOZO processes personal data for customers under India’s DPDP Act, 2023. Canonical page: https://aozo.in/in/dpdp-addendum Last updated: 2026-11-12 Applies to: Customers who put personal data into AOZO ## In short - You are the Data Fiduciary for personal data in your workspace. AOZO is your Data Processor. - We process that data only to provide AOZO and on your instructions. - We keep it confidential, secure and tell you about breaches. - When you leave, you can export your data and we delete it afterwards. ## Scope This Addendum forms part of the Terms between AOZO and the customer who has a workspace (“Customer”). It applies to personal data that the Customer or its users enter into or generate in AOZO (“Customer Personal Data”), and it follows India’s Digital Personal Data Protection Act, 2023 and its rules (“DPDP Law”). If there is a conflict between this Addendum and the Terms about Customer Personal Data, this Addendum prevails. ## Roles - The Customer is the Data Fiduciary and decides the purposes and means of processing Customer Personal Data. - AOZO is the Data Processor and processes Customer Personal Data on the Customer’s behalf under a valid contract, as DPDP Law permits. - For its own account, billing, security and website data, AOZO is a Data Fiduciary under the Privacy Policy. ## Customer responsibilities - Make sure it has a lawful basis, such as valid consent or a permitted legitimate use, to process the personal data it enters into AOZO. - Give any notices to data principals that DPDP Law requires. - Make sure data it enters is accurate and that people who use the workspace are authorised. - Manage roles, permissions and two-factor sign-in for its users. ## How AOZO processes data - Only to provide, secure and support the apps the Customer subscribes to, and as the Customer instructs through its use of the Service and these terms. - Not for AOZO’s own marketing and not sold to anyone. - AOZO will tell the Customer if it believes an instruction breaches DPDP Law. - Automated features such as lead scoring, ⌘K search and Copilot process Customer Personal Data only inside the Customer’s workspace to deliver the feature. ## Confidentiality AOZO limits access to Customer Personal Data to people who need it to provide the Service, and requires them to keep it confidential. ## Security safeguards AOZO maintains reasonable security safeguards appropriate to the risk, including two-factor sign-in (email OTP, authenticator apps and passkeys), roles and permissions, activity logs, and access controls for our team. ## Personal data breaches If AOZO becomes aware of a personal data breach affecting Customer Personal Data, we will notify the Customer without undue delay, share what we know, and help the Customer meet its duty to inform the Data Protection Board of India and affected data principals as DPDP Law requires. ## Sub-processors AOZO may use service providers, such as hosting, email delivery, payments and support tools, to help deliver the Service. We bind them to protections no less strict than this Addendum and remain responsible for them. We will give the Customer a reasonable way to find out about relevant providers on request. ## Cross-border transfers AOZO will transfer Customer Personal Data outside India only as DPDP Law permits and not to any country or territory the Government of India restricts. ## Help with data principal requests If a data principal contacts AOZO about Customer Personal Data, we will pass the request to the Customer and not respond on the Customer’s behalf unless the law requires it. We will reasonably help the Customer respond to access, correction, erasure and grievance requests. Contact support@aozo.in. ## Return and deletion When a subscription ends, the Customer can export its Customer Personal Data for a reasonable period. After that, AOZO deletes it from our systems unless the law requires us to retain it. Backups are removed on their normal cycle. ## Information and audits AOZO will give the Customer reasonable information needed to show compliance with this Addendum, and will cooperate with reasonable audit requests with notice, during business hours and without harming other customers’ security. ## Children’s data If the Customer processes personal data of children, it is responsible for obtaining verifiable parental or guardian consent and for not carrying out processing that DPDP Law prohibits, such as tracking or targeted advertising directed at children. ## Contact Questions about this Addendum? Write to support@aozo.in with the subject “DPDP”. --- # Refund Policy > How refunds work for AOZO subscriptions. Canonical page: https://aozo.in/in/refund-policy Last updated: 2026-11-12 Applies to: AOZO subscriptions ## In short - Each app is its own subscription, so refunds are reviewed per app. - We review every request fairly, case by case. - Charged twice or after you cancelled? Tell us and we will fix it. - Write to support@aozo.in with your workspace name and invoice number. ## Overview We want you to be happy with AOZO. This policy explains how refunds work for paid AOZO subscriptions. Each app, such as CRM, Helpdesk, Accounting, Teams, Commerce, POS or Booking, is a separate subscription, so a request is reviewed for the specific app and billing period. ## When we will review a refund - You were charged more than once for the same app and period. - You were charged after a valid cancellation before the renewal date. - The amount charged does not match the plan or price you agreed to. - You could not use a paid app because of a problem on our side that we could not fix. Other requests are also welcome. We look at each one on its merits and reply with our decision and reason. ## What is usually not refunded - Fees for a billing period in which you used the app, where there was no billing error or service problem. - Third-party charges, such as payment gateway or courier fees, that AOZO did not receive. - Charges caused by a breach of our Terms or by account suspension for misuse. ## Cancelling You can cancel a subscription at any time. Unless we agree otherwise, you keep access until the end of the period you have paid for and the subscription does not renew. Please cancel before the renewal date to avoid the next charge. ## How to request a refund - Email support@aozo.in with the subject “Refund request”. - Include your workspace name, the app, the invoice number or payment date, and the reason. - We may ask for extra details so we can check the payment. ## How refunds are paid Approved refunds go back to the original payment method. The time it takes to show in your account depends on your bank or payment provider. For GST invoices, we issue the required credit note where applicable. ## Contact Questions about a payment? Write to support@aozo.in. --- # GST invoice basics: what every Indian invoice should include > A plain-language checklist of the details a GST tax invoice normally carries, and the mistakes that cause trouble later. Canonical page: https://aozo.in/in/blog/gst-invoice-basics-what-every-invoice-should-include Last updated: 2026-11-12 Category: Compliance Published: 2026-11-10 Apps: Accounting A GST invoice is more than a bill. Your customer may use it to claim input tax credit, and you use it as the record of a sale. Getting the details right the first time saves a lot of back and forth. ## The details a tax invoice usually carries - Your business name, address and GSTIN. - A unique invoice number and the invoice date. - Your customer’s name and address, and their GSTIN if they are registered. - A description of each item or service, with its HSN code for goods or SAC code for services. - Quantity, unit and the taxable value of each line. - The tax rate and the tax amount, shown as CGST and SGST for sales within a state, or IGST for sales between states. - The place of supply, which decides which of those taxes applies. - The total amount in figures and in words, and an authorised signature or digital signature. ## Common mistakes to avoid 1. Skipping or mistyping the customer’s GSTIN, which blocks their credit. 2. Using the wrong tax split, for example CGST and SGST on an interstate sale. 3. Reusing or skipping invoice numbers, which makes your records hard to reconcile. 4. Adding a discount after the invoice is issued instead of issuing a credit note. ## Make it routine The easiest way to stay consistent is to store your customers’ GSTINs and your items’ HSN codes once, then generate invoices from a quotation. That way each invoice starts from complete data instead of being typed fresh. > Rules change and every business is different, so please confirm the details with your chartered accountant. --- # Quotation, proforma invoice and tax invoice: which one when? > Three documents that look alike but do different jobs. Here is when to use each, and how they connect in one flow. Canonical page: https://aozo.in/in/blog/quotation-vs-proforma-vs-tax-invoice Last updated: 2026-11-12 Category: Guides Published: 2026-11-05 Apps: Accounting, CRM Quotation, proforma invoice and tax invoice are often used interchangeably. They are not the same, and mixing them up leads to confused customers and messy books. ## Quotation A quotation is an offer. It tells the customer what you will supply and at what price. It is not a demand for payment, and the customer can accept, negotiate or walk away. ## Proforma invoice A proforma invoice is a preview of the final bill. Businesses use it when a customer needs something to arrange payment, a purchase order or an import clearance before the goods ship. It is not a tax invoice. ## Tax invoice The tax invoice is the real document. It records a supply and carries the GST details. You issue it when the sale happens, following the GST timing rules for goods or services. ## How they connect 1. Send a quotation from the customer record. 2. When the customer accepts, convert it into an order or proforma if they need one. 3. Issue the tax invoice, then send a receipt when payment arrives. When all three are created from the same record, the prices and customer details never drift apart. > Rules change and every business is different, so please confirm the details with your chartered accountant. --- # Payroll compliance in India: EPF, ESI, Professional Tax and TDS in plain language > What each of the four deductions is for, who it applies to, and how to keep monthly payroll calm. Canonical page: https://aozo.in/in/blog/payroll-compliance-in-india-epf-esi-pt-tds Last updated: 2026-11-12 Category: Compliance Published: 2026-10-29 Apps: Teams Running payroll in India means more than paying salaries. Four deductions come up in almost every month-end. Here is what each one is, in simple words. ## EPF: Employees’ Provident Fund A retirement savings scheme. Both the employee and the employer contribute a share of wages each month, and the money is deposited with the provident fund authority. ## ESI: Employees’ State Insurance A health and benefits insurance scheme for eligible employees. Eligibility depends on factors such as wage level and the size of your establishment. ## Professional Tax A tax charged by state governments on salaried people. Whether it applies, and the slabs, differ from state to state. ## TDS on salary Employers deduct income tax from salaries at source and deposit it with the government. The amount depends on each employee’s estimated annual income and the tax declarations they submit. ## A calm month-end - Keep employee records and leave up to date before you run payroll. - Run payroll from one place so deductions are calculated the same way every month. - Export the bank file for salary transfers instead of typing amounts again. - Keep challans and payslips together for audits. > Thresholds and due dates change. Rules change and every business is different, so please confirm the details with your chartered accountant. --- # How to score leads without building a spreadsheet > A simple three-signal approach to deciding which leads to call first, so the best ones don’t go cold. Canonical page: https://aozo.in/in/blog/score-leads-without-a-spreadsheet Last updated: 2026-11-12 Category: Sales and support Published: 2026-10-22 Apps: CRM When leads arrive faster than you can call them, the order you call in matters. Scoring is just a way to make that order less random. ## Three signals that work for most teams 1. Fit: does this lead look like your best customers? Think industry, size and location. 2. Interest: what have they done? Replying to an email, asking for pricing or booking a demo all say more than opening a newsletter. 3. Timing: are they actively looking now? A recent enquiry beats a year-old one. ## Keep the scale simple A score from 0 to 100 is enough. Anything above a line you choose is “call today”. Everything else gets a follow-up task. Review the line every month against deals that actually closed. ## Let the tool do the counting A spreadsheet needs someone to update it. A CRM that scores leads as new activity arrives keeps the ranking fresh without extra work, and the score sits on the same record as the deal and any support tickets. > A score is a guide, not a verdict. A low-scoring lead with a strong referral is still worth a call. --- # Turn customer emails into tickets your team can actually finish > Shared inboxes lose requests. A few small habits make every customer message traceable from first email to resolved. Canonical page: https://aozo.in/in/blog/turn-customer-emails-into-tickets-your-team-can-finish Last updated: 2026-11-12 Category: Sales and support Published: 2026-10-15 Apps: Helpdesk, CRM In a shared inbox, everyone assumes someone else replied. A helpdesk fixes that by giving each request an owner, a status and a history. ## Habits that make tickets finish - One request, one ticket. Don’t mix two problems in one thread. - Every ticket has an owner. If nobody owns it, nobody will answer it. - Use clear statuses: new, in progress, waiting on customer, resolved. - Close the loop. Tell the customer when it is resolved, not just when you start. ## Give support the full picture A ticket is easier to solve when the agent can see the customer’s deal and past invoices next to it. When support and sales share records, nobody has to ask the customer for details twice. ## Review weekly Once a week, look at tickets that sat longest and the questions that repeat. Repeating questions are your cue to write a short help article or fix the cause. --- # QR ordering for restaurants: a setup checklist > From printing table QRs to marking items sold out, everything to check before your first service on QR ordering. Canonical page: https://aozo.in/in/blog/qr-ordering-setup-checklist-for-restaurants Last updated: 2026-11-12 Category: Industry Published: 2026-10-08 Apps: POS QR ordering works best when the basics are ready before the dinner rush. Use this checklist the day before you go live. ## Menu - Categories are in the order guests expect. - Veg and non-veg marks are correct on every dish. - Prices and photos are up to date. - Anything not available today is marked sold out. ## Tables and floor 1. Add every table and print one QR per table. 2. Stick the QRs where guests can scan them without moving plates. 3. Test one order from your own phone at each section of the floor. ## Kitchen and counter - A tablet or TV runs the kitchen display, and someone has watched a test ticket move from new to ready. - The 80mm printer prints a test KOT and a test bill. - The GSTIN and the tax rate are set on the bill. Confirm the rate with your accountant. - The UPI QR on the bill shows the exact amount. ## Team Give the owner, cashier, waiter and kitchen their own logins so each person sees only their screen. Decide whether staff should approve QR orders before they reach the kitchen. --- # Direct booking vs OTA: how to bring guests back > Commission is only half the story. Owning the guest’s contact details is what makes repeat stays possible. Canonical page: https://aozo.in/in/blog/direct-booking-vs-ota-how-to-bring-guests-back Last updated: 2026-11-12 Category: Industry Published: 2026-09-30 Apps: Booking Online travel agencies bring you guests, but they also take a commission on every booking and often keep the guest’s contact details to themselves. Direct bookings change both. ## What changes with a direct booking - No OTA commission on that stay. As an illustration, a ₹1,00,000 month with an 18% commission is ₹18,000 you don’t have to share. - You hold the guest’s email and phone, so you can welcome them back. - You control cancellation terms, rate plans and add-ons. ## Getting guests to book direct 1. Put a Book now box on your website, Instagram bio, Google Business Profile and WhatsApp. 2. Offer something an OTA can’t, such as breakfast included, early check-in or airport pickup. 3. Make payment easy with a UPI advance on the confirmation page. 4. Send a confirmation email straight away. ## Bring them back After the stay, thank the guest and tell them when you run festival or weekend offers. A repeat guest who books direct costs you nothing in commission. > The 18% figure above is an example. Your own OTA commission may differ. --- # Selling online in India: UPI, COD and shipping basics > The three decisions that shape most Indian online stores: how buyers pay, how orders ship, and how returns work. Canonical page: https://aozo.in/in/blog/selling-online-in-india-upi-cod-and-shipping-basics Last updated: 2026-11-12 Category: Industry Published: 2026-09-22 Apps: Commerce Indian shoppers expect to pay their way. A store that only takes cards loses buyers who prefer UPI or cash on delivery. ## Payments - UPI is the fastest checkout for most buyers. - Cards and wallets cover the rest of prepaid. - Cash on delivery lifts conversion in many categories, but plan for returns and refusals. ## Shipping Decide how you ship before you launch: your own courier arrangement, or an aggregator that assigns a shipping partner for each order. Whatever you choose, send the buyer tracking updates automatically. ## Returns and refunds 1. Publish a clear returns window. 2. Make the return flow part of the order screen, not an email thread. 3. Update stock when a return arrives so you don’t oversell. ## One inventory If you sell on your store and also on Instagram or marketplaces, keep a single stock count. Overselling is the fastest way to lose trust. --- # India’s DPDP Act, 2023: what small businesses should know > A short, non-legal overview of the duties the Digital Personal Data Protection Act puts on businesses that handle customer data. Canonical page: https://aozo.in/in/blog/dpdp-act-2023-what-small-businesses-should-know Last updated: 2026-11-12 Category: Privacy Published: 2026-09-15 Apps: CRM, Helpdesk, Teams If your business keeps customer, lead or employee details, India’s Digital Personal Data Protection Act, 2023 probably applies to you. This is an overview, not legal advice. ## The key ideas - Data Principal: the person the data is about, such as a customer or employee. - Data Fiduciary: the business that decides why and how the data is processed. That is usually you. - Data Processor: a service that processes data on your behalf, such as software you use. ## What fiduciaries are expected to do 1. Tell people clearly what data you collect and why, and ask for consent where it is needed. 2. Use the data only for the purpose you gave. 3. Keep it accurate and protect it with reasonable security safeguards. 4. Let people see, correct and erase their data, and have a way to handle complaints. 5. Report a personal data breach as the law requires. 6. Take extra care with children’s data. ## What you can do this month - List where you store personal data. - Check that your forms say why you ask for each detail. - Turn on two-factor sign-in and set roles so only the right people see customer data. - Decide who handles a data request when one arrives. > For decisions about your own compliance, speak to a lawyer. --- # Why one login across CRM, helpdesk and accounting saves time > Switching tabs is not just annoying. It is where details get lost and work gets copied twice. Canonical page: https://aozo.in/in/blog/why-one-login-across-crm-helpdesk-and-accounting-saves-time Last updated: 2026-11-12 Category: Guides Published: 2026-09-08 Apps: CRM, Helpdesk, Accounting, Hubble Most small teams run sales in one tool, support in another and invoices in a spreadsheet. Each tool is fine on its own. The trouble is in between. ## Where time disappears - Re-typing a customer’s details into three places. - Asking a customer for something they already told sales. - Searching four tools to answer one question about an account. - Mismatched numbers between the quotation and the invoice. ## What shared records fix When your CRM, helpdesk and accounting share one set of records, a new lead becomes a customer, a ticket sits next to their deal and a closed deal becomes a GST invoice without copying anything. ## Start small You don’t need to move everything at once. Start with the one app you need today and add others when you’re ready. They share the same login, so adding an app doesn’t mean adding another account. --- # Made for United States businesses # AOZO > AOZO is a cloud workspace for United States businesses that combines CRM, Helpdesk, Projects, Accounting, Teams (HRMS and payroll) and Hubble team chat under one login, with AI built in. Canonical page: https://aozo.in/us Last updated: 2026-11-12 Contact: support@aozo.in ## Apps - [AOZO CRM](https://aozo.in/us/crm): Capture leads, score them and move deals through your pipeline. - [AOZO Helpdesk](https://aozo.in/us/helpdesk): Turn customer emails and requests into tickets your team can track to done. - [AOZO Projects](https://aozo.in/us/projects): Plan tasks, set owners and deadlines, and see what’s moving. - [AOZO Accounting](https://aozo.in/us/accounting): Quotations, invoices and receipts, ready for your books. - [AOZO Teams](https://aozo.in/us/teams): HRMS for your people: records, leave and payroll. - [Hubble](https://aozo.in/us/hubble): Team chat that sits next to your work, with Copilot built in. ## Who it is for - **Startups**: Start with the one app you need today and add the rest as you grow, without moving your data again. - **Growing businesses**: Sales, support, accounts and HR work from the same customer and employee records, so nothing gets copied twice. ## Everything works together - **One login**: Every app uses the same sign-in, so your team never needs another account. - **Shared records**: Customers, tickets, invoices and people live in the same place, so nothing is copied twice. - **⌘K search**: Find any customer, ticket, invoice or person from one search bar. - **Phone and desktop**: AOZO works on both phone and desktop. ## AI - **⌘K search**: Find any customer, ticket, invoice or person across every app from one search bar. - **Lead scoring**: See which leads are worth a call first, without building a spreadsheet. - **Copilot in Hubble**: Ask questions and get help with your work right inside team chat. - **Workflows**: Automate the routine steps that happen the same way every time. ## Security - **Two-factor sign-in**: Email OTP, authenticator apps and passkeys keep accounts safe. - **Roles and activity logs**: Decide who sees what, and see who changed what. - **Privacy you can read**: Our Privacy Policy explains what we collect, why, and how to reach us. ## Frequently asked questions **Do I need all six apps?** No. Each app is its own subscription. Start with one and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. **Is my data secure?** AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Read our Privacy Policy for how we handle data. **Which countries is AOZO available in?** AOZO has sites for the United States and the United States. Some features, such as tax, payroll and payment methods, are built around each country. --- # AOZO POS > AOZO POS is table QR ordering, billing and kitchen display software for restaurants, cafés and QSRs in the United States. Guests scan a table QR and order from their phone, the kitchen gets the order in seconds, and the cashier closes the bill. Canonical page: https://aozo.in/us/pos Last updated: 2026-11-12 Audience: Restaurants, cafés and QSRs in the United States Contact: support@aozo.in ## Features - **QR ordering**: One QR per table, a menu with search and a veg-only filter, plus Call waiter, Water and Bring the bill buttons. - **Kitchen display**: Colour-coded tickets in any browser. Tickets turn red after 20 minutes, and KOTs print in one tap. - **Floor view**: See which tables are free, occupied or need attention, with running bills and waiter calls on top. - **Inventory and recipes**: Link ingredients to dishes so every sale deducts stock. Get low-stock alerts and food cost per dish. - **Dine-in, takeaway and delivery**: All three order types from one counter screen, with discounts and add-items-to-running-order. ## Built for busy restaurants - **Itemised bills**: Every order becomes an itemised bill with an optional service charge. - **KOT and 80mm receipts**: Kitchen tickets and customer receipts formatted for standard 80mm thermal printers. - **Veg and non-veg marks**: The familiar green and red symbols on the QR menu, POS and kitchen tickets. - **Dine-in, takeaway, delivery**: One counter screen for all three, with discounts and add-items-to-running-order. - **Roles for your team**: Separate logins for owner, cashier, waiter and kitchen. Each sees only their screen. ## How a table order flows 1. **Guest scans the table QR**: Your menu opens in the browser with prices, veg and non-veg marks and photos. The table number is already attached. 2. **Order lands in the kitchen**: A ticket appears on the kitchen display with a chime, and the KOT can be printed. Notes like “no onions” come through as written. 3. **Guest sees live status**: Received → Preparing → Ready → Served updates on their phone. They can order another round from the same QR. 4. **Bill and payment**: The guest sees the itemised bill. The cashier marks it paid and prints the receipt. ## In detail ### Your chefs see every ticket, in order Run it on any tablet or TV with a browser. Tickets are colour-coded by stage and turn red after 20 minutes. - Tap an item to tick it off; the ticket moves to “Preparing” automatically - One tap to mark Ready, and the guest’s phone updates - Print a KOT for any ticket ### Know which table needs you Free, occupied and needs-attention tables at a glance, with the running bill on each. Waiter calls show up at the top with a sound. - Start a POS order for any table in one tap - See every open order on the table and its status ### Stock that updates itself Enter the recipe once, say 150 g paneer and 30 g butter per Paneer Butter Masala, and every plate sold deducts the ingredients. - Low-stock alerts on the dashboard - Food cost and cost % for every dish - Stock-in and wastage entries in one click ## Frequently asked questions **Do guests need to download an app?** No. The QR opens your menu in the phone’s browser, whether that is Chrome, Safari or anything else. No login, no app. **What hardware do I need?** Any laptop, desktop or tablet with a modern browser for the counter and kitchen. Receipts and KOTs print through the browser to any 80mm thermal printer connected to that device. Guests use their own phones. **Does it work without internet?** No. The counter, kitchen screen and guest menu all need an internet connection. A normal broadband or 4G connection is enough, because the pages are small. --- # AOZO Booking > AOZO Booking is a direct booking engine for hotels, resorts, homestays and villas in the United States. Guests book on your own website, Instagram or Google link, and you pay 0% commission on direct bookings. Canonical page: https://aozo.in/us/booking Last updated: 2026-11-12 Audience: Hotels, resorts, homestays and villas in the United States Contact: support@aozo.in ## Features - **Live availability**: Guests see only what you can sell. Rooms close automatically when they sell out, so there are no double bookings. - **Rate plans and meal plans**: Room only, with breakfast (CP), MAP, AP and non-refundable savers, each with its own price. - **Rates and inventory calendar**: Change prices for weekends and festivals, stop sell, minimum stay and no-arrival days in bulk. - **Promo codes**: Percentage or flat discounts with stay dates, minimum nights and redemption limits. - **Add-ons that upsell**: Airport pickup, breakfast, early check-in and celebrations, charged per stay, night or guest. - **Website widget**: Drop a “Book now” search box on any website, whether WordPress, Wix or custom, with one line of code. - **Front desk dashboard**: Arrivals, departures, in-house guests, walk-in bookings, check-in and check-out, room numbers and folio. - **Automatic emails**: Instant confirmation to the guest, a new-booking alert to you, and cancellation notices. - **Self-service cancellation**: Guests manage their booking and cancel within your free-cancellation window. - **Occupancy, ADR, RevPAR**: Know your numbers by room type and channel, plus a 14-night occupancy forecast. ## Built for independent properties - **Book from anywhere**: Share your booking link on your website, Instagram bio, Google Business Profile and WhatsApp. - **Emails that go out on their own**: Guest confirmations, new-booking alerts and cancellation notices, plus self-service cancellation. - **Your guests are yours**: Guest email and phone stay with you, so repeat stays are easy to welcome. - **Front desk dashboard**: Arrivals, departures, in-house guests and walk-ins in one view. ## Booking direct or through an OTA **Through an OTA** - A commission on every booking - Guest email and phone often masked - Hard to bring the guest back **Direct with AOZO Booking** - 0% commission, on every booking - Guest email and phone are yours - Easy to welcome repeat guests ## Frequently asked questions **Do you charge commission on bookings?** No. AOZO Booking charges 0% commission on direct bookings. **Will it work with my current website?** Yes. Add the booking widget to WordPress, Wix or a custom site with one line of code, or share the booking link. **Can guests cancel on their own?** Yes, within the free-cancellation window you set. --- # AOZO Commerce > AOZO Commerce is an online store and checkout for sellers and D2C brands in the United States. Build the store, add products with AI, accept card and wallet payments, and ship every order from one place. Canonical page: https://aozo.in/us/commerce Last updated: 2026-11-12 Audience: sellers and D2C brands in the United States Contact: support@aozo.in ## Features - **Store builder**: Free themes, a drag-and-drop builder, a built-in blog, SSL and storefronts that work well on phones. - **Products with AI**: Unlimited variants, bulk CSV import and export, and AI-written titles, descriptions and tags. - **Order management**: One-click fulfilment, automatic tracking messages, and a returns and refunds flow. - **One inventory**: A single stock count across your store and the other channels you sell on. - **AI Sidekick**: Help with product copy, captions, campaigns and the repetitive store tasks. - **Analytics**: See what’s selling, where buyers come from and how your store is doing. ## Built for the way you sell - **B2C, B2B and retail**: Sell to shoppers, run a wholesale portal with volume pricing, or sell in-store with POS. - **Your own address**: Connect a custom domain so the store is clearly yours. - **Open APIs**: REST APIs, webhooks and SDKs for teams who want a headless storefront. - **One inventory**: A single stock count across your store and the other channels you sell on. ## From first product to delivered order 1. **Add a product**: Upload a photo and let AI draft the title, description and tags. 2. **Take the order**: The buyer pays with a card or wallet. 3. **Ship it**: One-click fulfilment assigns a shipping partner for you. 4. **Keep them posted**: Tracking updates go out on their own, and returns have a clear flow. ## Frequently asked questions **Do I need a developer to set up my store?** No. Pick a theme, edit it with the drag-and-drop builder and add your products. Developers can still use the APIs and webhooks if you want a custom storefront. **Can I sell on Instagram and marketplaces too?** Yes. Your inventory stays in one place while you sell on your store and other channels like Instagram, Amazon and Flipkart. **Does it work with the rest of AOZO?** Yes. AOZO Commerce uses the same login as the other AOZO apps, so your team doesn’t need another account. --- # AOZO CRM > AOZO CRM captures your leads, scores them and moves deals through your pipeline, using the same customer records as Helpdesk and Accounting. Canonical page: https://aozo.in/us/crm Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in the United States Contact: support@aozo.in ## Features - **Lead capture**: New leads land in your pipeline as they arrive. - **Lead scoring**: See which leads are worth a call first, without building a spreadsheet. - **Pipeline**: Move deals through your pipeline from first hello to closed. - **⌘K search**: Find any customer, ticket, invoice or person across every app from one search bar. - **Workflows**: Automate the routine steps that happen the same way every time. - **Shared records**: Tickets and invoices sit next to the deal, on the same customer record. ## From new lead to closed deal 1. **Capture the lead**: A new lead comes in and lands in your pipeline with a score. 2. **Call the right people first**: See which leads are worth a call first, without building a spreadsheet. 3. **Move the deal**: Move deals through your pipeline as the conversation progresses. 4. **Raise the invoice**: When the deal closes, the quotation becomes an invoice in AOZO Accounting. ## Frequently asked questions **Do I need the other AOZO apps to use AOZO CRM?** No. Each AOZO app is its own subscription. Start with AOZO CRM and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. --- # AOZO Helpdesk > AOZO Helpdesk turns customer emails and requests into tickets your team can track to done, right next to the customer’s deal. Canonical page: https://aozo.in/us/helpdesk Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in the United States Contact: support@aozo.in ## Features - **Tickets from emails and requests**: Turn customer emails and requests into tickets your team can track to done. - **Next to the deal**: The ticket sits right next to the customer’s deal in AOZO CRM. - **⌘K search**: Find any customer, ticket, invoice or person across every app from one search bar. - **Roles and activity logs**: Decide who sees what, and see who changed what. ## From request to resolved 1. **Customer reaches out**: A customer email or request arrives. 2. **It becomes a ticket**: Your team gets a ticket to track to done. 3. **Full picture**: The ticket sits right next to their deal. ## Frequently asked questions **Do I need the other AOZO apps to use AOZO Helpdesk?** No. Each AOZO app is its own subscription. Start with AOZO Helpdesk and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. --- # AOZO Projects > AOZO Projects is project management software for projects, tasks, boards and time tracking, with team analytics. Plan tasks with owners and deadlines, see what’s moving on a Kanban board or a Gantt chart with critical path, and share one login with the rest of AOZO. Canonical page: https://aozo.in/us/projects Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in the United States Contact: support@aozo.in ## Features - **Projects and tasks**: Break work into projects and tasks with owners, due dates and statuses. - **Kanban boards**: Boards for the way your team already works, with custom statuses and list or grid views. - **Time tracking**: Log time against tasks and see where the week actually went. - **Team analytics**: Task status distribution, a completion leaderboard and a 7-day trend per organisation. - **Gantt with critical path**: Bars at the real dates, task dependencies and the critical path that decides your finish date. - **Workload**: Spot workload conflicts and level resources before deadlines slip. - **My Tasks and All Tasks**: Everyone sees their own tasks. Managers see them all, with filters for employee, status, priority and overdue. - **Roles and assignment**: Admins and project managers assign and reassign tasks. Employees can take work for themselves. - **Integrations**: Connect Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub from the Apps page. - **Project chat**: Every project can have its own chat space in Hubble, next to the tasks. - **Team access**: Groups of people from AOZO Teams get access to the projects they work on. - **AI summaries**: AI summarises project status and flags tasks at risk of slipping. ## From plan to done 1. **Plan the work**: Break work into projects and tasks with owners, due dates and statuses. 2. **Run it on a board**: Kanban boards for the way your team already works. 3. **Log the time**: Log time against tasks and see where the week actually went. 4. **Check the numbers**: Status distribution, a completion leaderboard and a 7-day trend. ## Frequently asked questions **What is AOZO Projects?** AOZO Projects is project management software for projects, tasks, boards and time tracking, with team analytics. **What analytics does Projects give?** Task status distribution, a completion leaderboard and a 7-day trend for your organisation. **Who can manage a Projects organisation?** The person who creates an organisation becomes its admin and can invite members. **Who can assign tasks?** Only admins and project managers can assign or reassign tasks. Employees can take work for themselves. **Does it have a Gantt chart?** Yes. The Gantt chart shows bars at the real dates, task dependencies and the critical path, and AOZO Projects flags workload conflicts. **Which tools can I connect?** The Apps page connects Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub. **Can my team chat inside a project?** Yes. A project can have its own chat space in Hubble, so the conversation stays next to the work. **Do I need the other AOZO apps to use AOZO Projects?** No. Each AOZO app is its own subscription. Start with AOZO Projects and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. --- # AOZO Accounting > AOZO Accounting is invoicing and accounting software with quotations, items, expenses and reports. Payments are tracked as Paid, Partially paid, Unpaid or Overdue, and everything is connected to CRM deals and customers. Canonical page: https://aozo.in/us/accounting Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in the United States Contact: support@aozo.in ## Features - **Quotations and estimates**: Send a proposal, then convert it to an invoice in one click. Quotations can also become pro-forma invoices, and partial invoicing is supported. - **Payment tracking**: Paid, Partially paid, Unpaid and Overdue tracking, with smart views for high-value and invoiced-today bills. - **Expenses**: Log expenses by category, amount and payment mode, and keep the books tidy. - **Credit and debit notes**: Issue credit and debit notes against invoices. - **Recurring invoices**: Set up recurring invoices and retainers for repeat billing. - **Sales orders and challans**: Create sales orders and delivery challans alongside your invoices. - **Pro-forma invoices**: Pro-forma invoices and billing receipts when a customer needs one before the final bill. - **Overdue reminders**: AI spots overdue payments and drafts polite reminders for your customers. ## Built for how you bill - **PDF receipts**: Send customers a PDF receipt for every payment. - **Linked to CRM**: Invoices connect to CRM deals and customers, so sales and billing share one record. - **Payment tracking**: Paid, Partially paid, Unpaid and Overdue at a glance. - **Credit notes and recurring billing**: Correct invoices with credit notes and bill repeat customers on a schedule. ## From deal to receipt 1. **Send a quotation**: Send a proposal to your customer. 2. **Convert it**: When the deal closes, convert the quotation into an invoice in one click. 3. **Track payment**: See each invoice as Paid, Partially paid, Unpaid or Overdue. 4. **Send the receipt**: Generate a PDF receipt for your customer. ## In detail ### Know who has paid, and who hasn’t See your totals at a glance, then jump into the invoices that need attention. - Total invoiced, payments collected, pending receivables and overdue invoices - Smart views: Paid, Partial advance, Unpaid and pending, Overdue bills, High value and Proforma invoices - Invoiced today in one click - Paid, Partially paid, Unpaid and Overdue filters ### Invoices that know your customers Every invoice shows its customer and its CRM connection, so sales and billing share one record. - Payment status, invoice number, customer, dates and billed amount in one list - A CRM connections column that links invoices to deals - Search by invoice number, client, email or phone - Advanced filters and column controls ## Frequently asked questions **Can I turn a quotation into an invoice?** Yes. Send a proposal, then convert it to an invoice in one click. A quotation can also be converted to a pro-forma invoice. **Can I log expenses?** Yes. Expenses are logged with a category, amount and payment mode. **Is it connected to CRM?** Yes. Invoices are connected to CRM deals and customers, so sales and billing share the same records. **Can I send receipts to customers?** Yes. You can generate PDF receipts and send them to your customers. **Do I need the other AOZO apps to use AOZO Accounting?** No. Each AOZO app is its own subscription. Start with AOZO Accounting and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. --- # AOZO Teams > AOZO Teams is HRMS software for the employee directory, attendance, leave, shifts and payroll. Admins see organisation-wide stats, and employees see their own attendance, leave and payslips. Canonical page: https://aozo.in/us/teams Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in the United States Contact: support@aozo.in ## Features - **Employee directory**: Everyone, their role, department, job title and status, with onboarding and notice-period filters. - **Attendance tracking**: Keep a clear record of who worked when, in the same place as leave and payroll. - **Leave and comp-off**: Accrual, balances, requests and approvals with a full leave ledger. - **Shifts and rosters**: Plan shifts, handle timings and timezones, and publish the roster. - **Admin and employee views**: Admins see organisation-wide stats. Employees see their own attendance, leave and payslips. ## Built for your team - **Admin and employee views**: Admins manage people and payroll. Employees see their own attendance, leave and payslips. - **Leave ledger**: Every accrual, use and adjustment behind each balance. - **Shifts across timezones**: Plan shifts, handle timings and timezones, and publish the roster. - **Role-based access**: Give each person only the access their job needs. ## From joining to payslip 1. **Keep the directory**: Everyone, their role, department, job title and status in one place. 2. **Track attendance and leave**: Attendance, leave accrual, comp-off, requests and approvals. 3. **Plan shifts**: Plan shifts, handle timings and timezones, and publish the roster. 4. **Run payroll**: Salary structures and payslips for each person. ## In detail ### Everyone in one place Everyone, their role, department, job title and status, with onboarding and notice-period filters. - Search by employee, email or job title - Tabs for Active, Notice period, Left or resigned and Terminated or inactive - Filter by department and role - Add a team member in one click ### Leave without the spreadsheet Accrual, balances, requests and approvals with a full leave ledger. - Casual, sick and earned leave balances at a glance - Comp-off earned for weekend and holiday work - Leave applications and history in one list - A leave ledger that shows how every balance changed ### Plan shifts and publish the roster Plan shifts, handle timings and timezones, and publish the roster. - Schedule shifts for each employee - Handle multiple timezones - Roster planning in one view ## Frequently asked questions **What is AOZO Teams?** AOZO Teams is HRMS software for the employee directory, attendance, leave, shifts and payroll. **Can it manage comp-off and leave?** Yes. Leave management covers accrual, comp-off, balances, requests and approvals with a leave ledger. **Do employees see their own data?** Yes. Admins see organisation-wide stats, and employees see their own personal view. **Can it manage shifts and rosters?** Yes. You can plan shifts, handle timings and timezones, and publish the roster. **Does AOZO Teams use AI?** AI can answer policy questions for employees and flag unusual attendance patterns for HR. **Do I need the other AOZO apps to use AOZO Teams?** No. Each AOZO app is its own subscription. Start with AOZO Teams and add others when you’re ready; they share the same login. **Does it work on my phone?** Yes. AOZO works on both phone and desktop. --- # Hubble > Hubble is AOZO’s team chat. It has spaces and channels, direct messages, voice and video calls, meeting scheduling and AI copilot messaging, and it sits next to your work on the same AOZO login. Canonical page: https://aozo.in/us/hubble Last updated: 2026-11-12 Audience: Startups, growing businesses and agencies in the United States Contact: support@aozo.in ## Features - **Spaces and channels**: Organise conversations by team, project or topic. Every project can have its own chat space. - **Direct messages and groups**: One-to-one and group chats with typing indicators and unread counts. - **Calls and meetings**: Voice and video calls, and meeting scheduling, started from the thread you are already in. - **AI copilot messaging**: Draft, rewrite and summarise right inside the conversation. Copilot summarises busy channels and turns a thread into tasks. - **Mentions, pins and files**: @mention teammates, pin the messages that matter and share files in the conversation. - **One login**: Sign in once with your AOZO account. Membership is checked per workspace. ## Chat without switching tabs 1. **Talk in the right space**: Organise conversations by team, project or topic. 2. **Jump on a call**: Start a call or schedule a meeting without leaving the thread. 3. **Ask Copilot**: Draft, rewrite and summarise right inside the conversation. ## Frequently asked questions **What is Hubble?** Hubble is AOZO’s team communication app, with spaces and channels, direct messages, calls, meeting scheduling and AI copilot messaging. **Does Hubble support calls and meetings?** Yes. You can start a call or schedule a meeting from the conversation. **Do I need a separate login for Hubble?** No. You sign in with your AOZO account, and membership is checked per workspace. **Can I chat inside a project?** Yes. Projects can have their own chat space, so the conversation stays next to the work. **What can Copilot do in Hubble?** Copilot helps you draft and rewrite messages from the composer, summarises busy channels and can turn a thread into tasks. **Does it work on my phone?** Yes. AOZO works on both phone and desktop, and Hubble has a mobile experience for chats on the go. **Do I need the other AOZO apps?** No. Each AOZO app is its own subscription. Start with Hubble and add others when you’re ready; they share the same login. --- # Pay for the apps you use. > Each AOZO app is its own subscription. Pick the ones your team needs; they share one login and one set of records, and you can add more any time. Canonical page: https://aozo.in/us/pricing Last updated: 2026-11-12 ## How pricing works - **One app or many**: Start with the one app you need today and add the rest as you grow, without moving your data again. - **One login**: Every app uses the same login, so your team never needs another account. - **Talk to us**: Not sure which apps you need? Tell us about your business and we’ll help you pick. Contact: support@aozo.in --- # One workspace. Built for how your team works. > AOZO is a cloud workspace for United States businesses. Your customers, tickets, projects, invoices, people and chat live in the same place, so your team stops switching tabs and starts shipping work. Canonical page: https://aozo.in/us/about Last updated: 2026-11-12 ## Who AOZO is for - **Startups**: Start with the one app you need today and add the rest as you grow. - **Growing businesses**: Sales, support, accounts and HR work from the same customer and employee records. ## What we believe - **Short, plain and specific**: AOZO talks like a helpful colleague. No jargon, no shouting. Contact: support@aozo.in --- # Set up once. Secure everywhere. > Security in AOZO covers every app at once, because every app shares one login and one set of records. Canonical page: https://aozo.in/us/security Last updated: 2026-11-12 ## What’s in place - **Two-factor sign-in**: Email OTP, authenticator apps and passkeys keep accounts safe. - **Roles and activity logs**: Decide who sees what, and see who changed what. ## Found something? If you think you have found a security problem, please write to us from the Contact page and we will take a look. Contact: support@aozo.in --- # Partner with AOZO. > If you help United States businesses choose and set up their tools, we would like to hear from you. Canonical page: https://aozo.in/us/partners Last updated: 2026-11-12 ## Who should get in touch - Agencies and consultants setting up tools for clients - Teams building on top of AOZO ## How to start Write to us from the Contact page with a few lines about your work and we will reply. Contact: support@aozo.in --- # Talk to the AOZO team. > Questions about pricing, setup or which apps you need? Write to us and we will reply. Canonical page: https://aozo.in/us/contact Last updated: 2026-11-12 Contact: support@aozo.in --- # The AOZO blog. > Guides and updates are on the way. Until then, you can create a workspace and see AOZO for yourself. Canonical page: https://aozo.in/us/blog Last updated: 2026-11-12 Contact: support@aozo.in --- # Privacy Policy > How AOZO collects, uses and protects personal data. Canonical page: https://aozo.in/us/privacy Last updated: 2026-11-12 Applies to: AOZO website, apps and services ## In short - We collect only what we need to run your workspace and support you. - Your business data (customers, tickets, invoices, payroll) belongs to you. We process it only to provide AOZO. - We never sell your personal data. - Our practices are written around India’s Digital Personal Data Protection Act, 2023 (DPDP Act). - You can ask for access, correction or erasure any time at support@aozo.in. ## Who this policy covers This Privacy Policy explains how AOZO (“AOZO”, “we”, “us”) collects, uses, shares and protects personal data when you visit our website, create a workspace or use any AOZO app, including CRM, Helpdesk, Projects, Accounting, Teams, Hubble, Commerce, POS and Booking. It applies to visitors, account holders, and people whose data is entered into AOZO by our customers. Each AOZO app is a separate subscription, but they share one login, so this policy covers all of them. ## Our role: fiduciary or processor Under the DPDP Act, the “Data Fiduciary” decides why and how personal data is processed. A “Data Processor” processes it on the Fiduciary’s behalf. | Data | Our role | What it means | | --- | --- | --- | | Your account and billing details, website visits | AOZO is the Data Fiduciary | We decide how this data is used and are responsible for it under this policy. | | Business data you enter into AOZO (your customers, leads, tickets, invoices, employees, orders, bookings) | You are the Data Fiduciary. AOZO is your Data Processor | We process it only to provide the service and on your instructions. See the DPDP Addendum. | If you are a customer or employee of a business that uses AOZO, please contact that business first about your data. We will help them respond to you. ## What we collect | Category | Examples | Why we collect it | | --- | --- | --- | | Account data | Name, work email, phone number, organisation name, role | To create and secure your workspace and sign you in | | Billing data | GSTIN, billing address, invoices and payment status | To bill you, issue GST invoices and meet tax rules. Card or UPI details are handled by our payment partners, not stored by AOZO. | | Security data | Two-factor settings, passkey identifiers, sign-in and activity logs, IP address, device and browser type | To keep accounts safe, detect misuse and show who changed what | | Usage data | Pages and features used, errors, performance data | To fix problems and improve AOZO | | Support data | Messages you send us, attachments, call or chat notes | To answer you and resolve issues | | Workspace content | Records, files, messages and documents your team adds | To provide the apps you subscribe to | We collect this data from you directly, from your team members who use your workspace, and automatically from your device when you use AOZO. ## How we use personal data - Provide, maintain and secure AOZO and your workspace. - Set up your subscription, bill you and issue invoices. - Send service messages such as sign-in codes, invoices, security alerts and important updates. - Respond to support requests and feedback. - Improve performance, reliability and features. - Prevent fraud, abuse and security incidents. - Meet our legal obligations and enforce our terms. We process personal data on the basis of your consent, or for certain legitimate uses allowed by the DPDP Act, such as performing a contract with you, complying with law, or responding to a security incident. We send marketing messages only if you have agreed. You can withdraw consent at any time using the link in the message or by writing to us. ## AI features Some AOZO features, such as lead scoring, ⌘K search and Copilot in Hubble, use automated processing of data in your workspace to help you work faster. These features run inside your workspace context. Please do not enter data into AOZO that you are not allowed to process. ## Who we share data with We do not sell your personal data. We share it only as follows: - Service providers who help us run AOZO, such as hosting, email and message delivery, payments, analytics and customer support. They may use data only to provide services to us and must protect it. - Other people in your workspace, according to the roles and permissions your administrators set. - Authorities, courts or regulators when the law requires it or to protect rights, safety and security. - A successor, if AOZO is involved in a merger, acquisition or sale of assets. We will tell you before your data becomes subject to a different privacy policy. ## Where data is processed AOZO is built for Indian businesses. Where our service providers process data outside India, we do so only as permitted by the DPDP Act and any restrictions the Government of India notifies, and we require appropriate safeguards. ## How long we keep data We keep personal data only as long as needed for the purpose it was collected, while your subscription is active, and afterwards as needed to meet legal, tax, accounting and dispute-resolution requirements. When data is no longer needed, we delete or anonymise it. Workspace content is kept until you or your administrators delete it or your subscription ends, after which it is deleted or returned as described in the DPDP Addendum. ## How we protect data We use reasonable security safeguards to protect personal data, including: - Two-factor sign-in with email OTP, authenticator apps and passkeys. - Roles and permissions so people see only what they need. - Activity logs that show who changed what. - Access limited to people who need it to do their job. No system is perfectly secure. If a personal data breach affects you, we will notify you and the relevant authority as the law requires. To report a security concern, write to support@aozo.in. ## Cookies and similar technologies The AOZO apps use cookies and similar storage that are necessary to sign you in, keep you signed in and remember preferences such as theme. Our marketing website uses only what is needed to work, such as remembering your country (aozo_country) and your cookie choice (aozo_consent), and does not use analytics or advertising trackers today. When you first visit our website we show a cookie notice. You can accept all, reject everything that is not essential, or choose by category, and you can change or withdraw your choice at any time from "Cookie settings" in the footer. Rejecting is as easy as accepting, and the website works the same either way. If we add analytics or other optional technologies, we will update this policy and ask for your consent where required. You can also clear or block cookies in your browser, but parts of AOZO may stop working. ## Your rights Under the DPDP Act you can: - Get a summary of the personal data we process and who we share it with. - Ask us to correct, complete or update your data. - Ask us to erase your data when it is no longer needed. - Withdraw your consent at any time. - Use our grievance process, and nominate someone to exercise your rights if you cannot. Read how to make a request on the Your Data Rights page. ## Children AOZO is a business service and is not meant for children. We do not knowingly collect personal data of anyone under 18 without verifiable consent of a parent or lawful guardian. If you think a child’s data has been given to us, write to us and we will delete it. ## Grievances and contact For any question, complaint or request about this policy or your personal data, write to us at support@aozo.in with the subject line “Privacy”. Our grievance contact will acknowledge and respond within the time the law requires. If you are not satisfied with our response, you may complain to the Data Protection Board of India once it is operational. ## Changes to this policy We may update this policy as AOZO or the law changes. We will change the “Last updated” date above and, for important changes, notify you by email or in the app. --- # Terms > The terms for using AOZO, in plain language. Canonical page: https://aozo.in/us/terms Last updated: 2026-11-12 Applies to: Everyone who uses AOZO ## In short - Each AOZO app is its own subscription. They share one login. - You own your data. We only use it to provide AOZO. - Keep your login secure and use AOZO lawfully. - Prices are in rupees. Taxes such as GST are added where applicable. - Questions? Write to support@aozo.in. ## Agreement These Terms govern your use of the AOZO website and apps (the “Service”). By creating a workspace or using the Service you agree to these Terms. If you accept on behalf of a business, you confirm you are authorised to bind that business, and “you” means that business. These Terms include our Privacy Policy, DPDP Addendum and Refund Policy. ## The Service AOZO is a cloud workspace for businesses. It includes apps such as CRM, Helpdesk, Projects, Accounting, Teams, Hubble, Commerce, POS and Booking. Each app is a separate subscription, and the apps you subscribe to share one login and one set of records. We may improve, add or change features. If we make a change that materially reduces a paid feature, we will tell you in advance. ## Accounts and security - You must give accurate information and keep it up to date. - You are responsible for activity in your workspace, including by people you invite. - Keep passwords, passkeys and sign-in codes safe. We recommend turning on two-factor sign-in. - Tell us right away at support@aozo.in if you suspect unauthorised access. ## Your data You own the data you put into AOZO (“Customer Data”). You give us permission to host, process and display it only as needed to provide the Service, keep it secure and meet legal obligations. You are the Data Fiduciary for personal data in Customer Data under the DPDP Act and are responsible for having a lawful basis and any required consent to process it. AOZO acts as your Data Processor as described in the DPDP Addendum. ## Acceptable use You agree not to: - Break any law or infringe anyone’s rights, including privacy and intellectual property rights. - Upload malware or try to disrupt, probe or gain unauthorised access to the Service. - Send spam or use AOZO to harass, defraud or mislead people. - Resell or sublicense the Service unless we have agreed in writing. - Reverse engineer the Service except where the law allows. - Store or process data you are not permitted to process. We may suspend access that puts the Service, other customers or the law at risk, and we will tell you why where we can. ## Subscriptions, fees and taxes - Each app is billed as a separate subscription at the price shown when you subscribe. - Prices are in Indian rupees (₹). GST and other applicable taxes are added where required, and we issue GST invoices. - Subscriptions renew for the billing period you choose unless you cancel before renewal. - If payment fails, we may limit or suspend the affected app after notifying you. - We will tell you in advance before changing the price of an existing subscription. Refunds are covered in the Refund Policy. ## Our intellectual property AOZO, its logo, software, design and content belong to us or our licensors. We give you a limited, non-exclusive, non-transferable right to use the Service during your subscription. You may not copy or use our brand without written permission. If you send us feedback, we may use it to improve AOZO without obligation to you. ## Third-party services The Service may connect to third-party services such as payment gateways, couriers, marketplaces and messaging platforms. Their own terms apply, and we are not responsible for them. ## Availability and support We work to keep AOZO available and secure, but we do not promise it will be uninterrupted or error-free. Planned maintenance and events outside our control may cause downtime. Contact support@aozo.in for support. ## Cancellation and termination - You can cancel a subscription at any time from your workspace or by writing to us. Access continues to the end of the paid period unless the Refund Policy says otherwise. - We may suspend or end your access if you materially breach these Terms or the law, or if required by law. - After a subscription ends, we handle Customer Data as described in the DPDP Addendum, including a reasonable chance to export it. ## Disclaimers To the extent the law allows, the Service is provided “as is” and “as available”. We do not give warranties of fitness for a particular purpose beyond those the law requires. AOZO does not give legal, tax or accounting advice. Please confirm tax rates, GST treatment and payroll compliance with your own advisor. ## Limit of liability To the extent the law allows, AOZO is not liable for indirect, incidental, special or consequential losses, or loss of profits, revenue or data arising from your use of the Service. Our total liability for any claim relating to the Service is limited to the fees you paid for the affected app in the 12 months before the claim arose. Nothing in these Terms limits liability that cannot be limited by law. ## Indemnity You will cover us against third-party claims arising from your Customer Data or your breach of these Terms or the law, to the extent allowed by law. ## Governing law and disputes These Terms are governed by the laws of India. We encourage you to contact us first so we can try to resolve any dispute informally. Courts in India will have jurisdiction, subject to any mandatory consumer or statutory rights you have. ## Changes to these Terms We may update these Terms. We will change the “Last updated” date and, for important changes, notify you by email or in the app. Continuing to use the Service after the effective date means you accept the changes. ## Contact Write to support@aozo.in for any question about these Terms. --- # Refund Policy > How refunds work for AOZO subscriptions. Canonical page: https://aozo.in/us/refund-policy Last updated: 2026-11-12 Applies to: AOZO subscriptions ## In short - Each app is its own subscription, so refunds are reviewed per app. - We review every request fairly, case by case. - Charged twice or after you cancelled? Tell us and we will fix it. - Write to support@aozo.in with your workspace name and invoice number. ## Overview We want you to be happy with AOZO. This policy explains how refunds work for paid AOZO subscriptions. Each app, such as CRM, Helpdesk, Accounting, Teams, Commerce, POS or Booking, is a separate subscription, so a request is reviewed for the specific app and billing period. ## When we will review a refund - You were charged more than once for the same app and period. - You were charged after a valid cancellation before the renewal date. - The amount charged does not match the plan or price you agreed to. - You could not use a paid app because of a problem on our side that we could not fix. Other requests are also welcome. We look at each one on its merits and reply with our decision and reason. ## What is usually not refunded - Fees for a billing period in which you used the app, where there was no billing error or service problem. - Third-party charges, such as payment gateway or courier fees, that AOZO did not receive. - Charges caused by a breach of our Terms or by account suspension for misuse. ## Cancelling You can cancel a subscription at any time. Unless we agree otherwise, you keep access until the end of the period you have paid for and the subscription does not renew. Please cancel before the renewal date to avoid the next charge. ## How to request a refund - Email support@aozo.in with the subject “Refund request”. - Include your workspace name, the app, the invoice number or payment date, and the reason. - We may ask for extra details so we can check the payment. ## How refunds are paid Approved refunds go back to the original payment method. The time it takes to show in your account depends on your bank or payment provider. For GST invoices, we issue the required credit note where applicable. ## Contact Questions about a payment? Write to support@aozo.in. --- # Quotation, proforma invoice and tax invoice: which one when? > Three documents that look alike but do different jobs. Here is when to use each, and how they connect in one flow. Canonical page: https://aozo.in/us/blog/quotation-vs-proforma-vs-tax-invoice Last updated: 2026-11-12 Category: Guides Published: 2026-11-05 Apps: Accounting, CRM Quotation, proforma invoice and tax invoice are often used interchangeably. They are not the same, and mixing them up leads to confused customers and messy books. ## Quotation A quotation is an offer. It tells the customer what you will supply and at what price. It is not a demand for payment, and the customer can accept, negotiate or walk away. ## Proforma invoice A proforma invoice is a preview of the final bill. Businesses use it when a customer needs something to arrange payment, a purchase order or an import clearance before the goods ship. It is not a tax invoice. ## Tax invoice The tax invoice is the real document. It records a supply and carries the tax details. You issue it when the sale happens, following the tax timing rules that apply to you. ## How they connect 1. Send a quotation from the customer record. 2. When the customer accepts, convert it into an order or proforma if they need one. 3. Issue the tax invoice, then send a receipt when payment arrives. When all three are created from the same record, the prices and customer details never drift apart. > Rules change and every business is different, so please confirm the details with your chartered accountant. --- # How to score leads without building a spreadsheet > A simple three-signal approach to deciding which leads to call first, so the best ones don’t go cold. Canonical page: https://aozo.in/us/blog/score-leads-without-a-spreadsheet Last updated: 2026-11-12 Category: Sales and support Published: 2026-10-22 Apps: CRM When leads arrive faster than you can call them, the order you call in matters. Scoring is just a way to make that order less random. ## Three signals that work for most teams 1. Fit: does this lead look like your best customers? Think industry, size and location. 2. Interest: what have they done? Replying to an email, asking for pricing or booking a demo all say more than opening a newsletter. 3. Timing: are they actively looking now? A recent enquiry beats a year-old one. ## Keep the scale simple A score from 0 to 100 is enough. Anything above a line you choose is “call today”. Everything else gets a follow-up task. Review the line every month against deals that actually closed. ## Let the tool do the counting A spreadsheet needs someone to update it. A CRM that scores leads as new activity arrives keeps the ranking fresh without extra work, and the score sits on the same record as the deal and any support tickets. > A score is a guide, not a verdict. A low-scoring lead with a strong referral is still worth a call. --- # Turn customer emails into tickets your team can actually finish > Shared inboxes lose requests. A few small habits make every customer message traceable from first email to resolved. Canonical page: https://aozo.in/us/blog/turn-customer-emails-into-tickets-your-team-can-finish Last updated: 2026-11-12 Category: Sales and support Published: 2026-10-15 Apps: Helpdesk, CRM In a shared inbox, everyone assumes someone else replied. A helpdesk fixes that by giving each request an owner, a status and a history. ## Habits that make tickets finish - One request, one ticket. Don’t mix two problems in one thread. - Every ticket has an owner. If nobody owns it, nobody will answer it. - Use clear statuses: new, in progress, waiting on customer, resolved. - Close the loop. Tell the customer when it is resolved, not just when you start. ## Give support the full picture A ticket is easier to solve when the agent can see the customer’s deal and past invoices next to it. When support and sales share records, nobody has to ask the customer for details twice. ## Review weekly Once a week, look at tickets that sat longest and the questions that repeat. Repeating questions are your cue to write a short help article or fix the cause. --- # Why one login across CRM, helpdesk and accounting saves time > Switching tabs is not just annoying. It is where details get lost and work gets copied twice. Canonical page: https://aozo.in/us/blog/why-one-login-across-crm-helpdesk-and-accounting-saves-time Last updated: 2026-11-12 Category: Guides Published: 2026-09-08 Apps: CRM, Helpdesk, Accounting, Hubble Most small teams run sales in one tool, support in another and invoices in a spreadsheet. Each tool is fine on its own. The trouble is in between. ## Where time disappears - Re-typing a customer’s details into three places. - Asking a customer for something they already told sales. - Searching four tools to answer one question about an account. - Mismatched numbers between the quotation and the invoice. ## What shared records fix When your CRM, helpdesk and accounting share one set of records, a new lead becomes a customer, a ticket sits next to their deal and a closed deal becomes a invoice without copying anything. ## Start small You don’t need to move everything at once. Start with the one app you need today and add others when you’re ready. They share the same login, so adding an app doesn’t mean adding another account. --- # AOZO Docs > Guides for every AOZO app: create your workspace, set up each app and learn the how-tos. Canonical page: https://aozo.in/docs Last updated: 2026-11-12 ## AOZO workspace Accounts, people, roles and sign-in. - [Create your workspace](https://aozo.in/docs/workspace/create-your-workspace.md): Sign up at app.aozo.in, create your organisation and become its owner. - [Set up your organisation profile and domain](https://aozo.in/docs/workspace/organisation-profile.md): Add your name, GSTIN, logo, colours, branded subdomain and custom domain. - [Invite people and set roles](https://aozo.in/docs/workspace/invite-people-and-roles.md): Invite members, assign access per app and understand owner, admin and member roles. - [Secure your sign-in](https://aozo.in/docs/workspace/secure-your-sign-in.md): Turn on email OTP, an authenticator app or a passkey to protect every AOZO app at once. - [Choose your apps and manage billing](https://aozo.in/docs/workspace/apps-and-billing.md): Each AOZO app is its own subscription. Switch apps on, change plans and cancel from one place. - [Search everything with ⌘K and use AI](https://aozo.in/docs/workspace/search-and-ai.md): Find any customer, ticket, invoice or person from one search bar, and use AI for the repetitive parts. - [Your data and privacy](https://aozo.in/docs/workspace/data-and-privacy.md): How AOZO treats your data, and where to read the details. ## Open API REST API, sign-in and webhooks. - [Open API overview](https://aozo.in/docs/api/overview.md): The REST API behind AOZO: base URL, how requests look and what you can reach. - [Authentication](https://aozo.in/docs/api/authentication.md): Sign in, handle two-factor, refresh your token and send it on every request. - [Organisations and access](https://aozo.in/docs/api/organisations-and-access.md): Find your organisation id and send it with every request. - [Quickstart](https://aozo.in/docs/api/quickstart.md): Sign in, create a lead and list your leads in three commands. - [Errors and limits](https://aozo.in/docs/api/errors-and-limits.md): Status codes, error shapes, sign-in limits and how to retry. - [CRM API](https://aozo.in/docs/api/crm-api.md): Create, list, update and convert leads, and manage deals. - [Helpdesk API](https://aozo.in/docs/api/helpdesk-api.md): List, create and update tickets and add comments. - [Accounting API](https://aozo.in/docs/api/accounting-api.md): List and create invoices, record payments and log expenses. - [Teams and Projects API](https://aozo.in/docs/api/teams-and-projects-api.md): Read members, attendance and leave, and work with projects and tasks. - [Send leads into CRM with a webhook](https://aozo.in/docs/api/lead-capture-webhook.md): Post leads from your website, forms or automation tools straight into AOZO CRM. ## AOZO CRM Leads, scoring and pipeline. - [AOZO CRM overview](https://aozo.in/docs/crm/overview.md): What AOZO CRM does, how it is laid out and how it connects to the rest of AOZO. - [Capture and manage leads](https://aozo.in/docs/crm/manage-leads.md): Add leads, import them, filter them and see which ones to call first. - [Run your deals pipeline](https://aozo.in/docs/crm/deals-pipeline.md): Move deals through Discovery, Demo, Proposal Sent, Negotiation and Closed Won. - [Automate with workflows](https://aozo.in/docs/crm/workflows.md): Create rules that assign new leads, add follow-up tasks and nudge the team about stuck deals. - [Read the sales dashboard](https://aozo.in/docs/crm/sales-dashboard.md): Understand pipeline value, closed revenue, win rate and average deal size on the Home page. - [Send quotations and invoices from CRM](https://aozo.in/docs/crm/quotations-and-invoices.md): Use Billing in CRM to send proposals and issue GST invoices for won deals. - [AOZO CRM: frequently asked questions](https://aozo.in/docs/crm/faq.md): Answers to common questions about AOZO CRM. ## AOZO Helpdesk Tickets tracked to done. - [AOZO Helpdesk overview](https://aozo.in/docs/helpdesk/overview.md): Turn customer emails and requests into tickets your team can track to done. - [Work the ticket queue](https://aozo.in/docs/helpdesk/work-the-ticket-queue.md): Use views, filters and search to find the ticket that needs you, and create tickets by hand. - [Write help articles](https://aozo.in/docs/helpdesk/knowledge-base.md): Publish help articles that let customers solve problems without contacting you. - [Habits that make tickets finish](https://aozo.in/docs/helpdesk/ticket-habits.md): Small habits that keep every request traceable from first email to resolved. - [Set up live chat and email branding](https://aozo.in/docs/helpdesk/live-chat-and-branding.md): Configure the chat widget and branded emails from the Helpdesk settings hub. - [AOZO Helpdesk: frequently asked questions](https://aozo.in/docs/helpdesk/faq.md): Answers to common questions about AOZO Helpdesk. ## AOZO Projects Tasks, boards and time tracking. - [AOZO Projects overview](https://aozo.in/docs/projects/overview.md): Projects, tasks, boards and time tracking with team analytics. - [Plan work on boards](https://aozo.in/docs/projects/boards-and-tasks.md): Create projects and tasks, then run them on a Kanban board. - [Schedule with Gantt and critical path](https://aozo.in/docs/projects/schedule-and-critical-path.md): See dependencies, the critical path and workload conflicts. - [Track time and read the dashboard](https://aozo.in/docs/projects/analytics-and-time.md): Log time against tasks and read status, leaderboard and trend graphs. - [Balance workload](https://aozo.in/docs/projects/workload.md): See who has too much on their plate before deadlines slip. - [Connect your tools](https://aozo.in/docs/projects/connect-apps.md): Link Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub. - [Chat inside a project](https://aozo.in/docs/projects/project-chat.md): Give each project its own chat space in Hubble. - [AOZO Projects: frequently asked questions](https://aozo.in/docs/projects/faq.md): Answers to common questions about AOZO Projects. ## AOZO Accounting GST invoices and receipts in ₹. - [AOZO Accounting overview](https://aozo.in/docs/accounting/overview.md): GST invoicing, quotations, items, expenses and GST reports for Indian businesses. - [Create a GST invoice](https://aozo.in/docs/accounting/create-an-invoice.md): Issue a tax invoice with GSTIN and HSN details and share a PDF receipt. - [Send quotations and proposals](https://aozo.in/docs/accounting/quotations.md): Send a proposal, then convert it to an invoice in one click. - [Track payments](https://aozo.in/docs/accounting/track-payments.md): See paid, partly paid, unpaid and overdue invoices at a glance. - [Manage your product catalogue](https://aozo.in/docs/accounting/manage-items.md): Keep SKU, HSN or SAC code, unit, GST rate and price in one catalogue. - [Customers and expenses](https://aozo.in/docs/accounting/customers-and-expenses.md): Keep customers with their GSTIN and log your expenses. - [Credit notes, recurring invoices and orders](https://aozo.in/docs/accounting/notes-recurring-orders.md): Issue credit and debit notes, set up recurring billing and manage sales orders and challans. - [GST reports](https://aozo.in/docs/accounting/gst-reports.md): Use GST reports built from the invoices you issue. - [AOZO Accounting: frequently asked questions](https://aozo.in/docs/accounting/faq.md): Answers to common questions about AOZO Accounting. ## AOZO Teams HRMS, leave and Indian payroll. - [AOZO Teams overview](https://aozo.in/docs/teams/overview.md): Employee directory, attendance, leave, shifts and payroll in one place. - [Manage the employee directory](https://aozo.in/docs/teams/employee-directory.md): Add team members and track active, notice period, left and inactive staff. - [Set up leave and comp-off](https://aozo.in/docs/teams/leave-and-comp-off.md): Understand accrual, balances, requests, approvals and the leave ledger. - [Run payroll](https://aozo.in/docs/teams/run-payroll.md): Run payroll with EPF, ESI, Professional Tax and TDS, then export a bank NEFT batch. - [Plan shifts and rosters](https://aozo.in/docs/teams/shifts-and-rosters.md): Schedule shifts, handle timings and timezones and publish the roster. - [AOZO Teams: frequently asked questions](https://aozo.in/docs/teams/faq.md): Answers to common questions about AOZO Teams. ## Hubble Team chat, calls and Copilot. - [Hubble overview](https://aozo.in/docs/hubble/overview.md): Spaces and channels, direct messages, calls, meetings and AI copilot messaging. - [Organise conversations with spaces](https://aozo.in/docs/hubble/spaces-and-channels.md): Create team spaces, private groups, project spaces and announcement spaces. - [Send messages, mentions and files](https://aozo.in/docs/hubble/messages-and-mentions.md): Direct messages, @mentions, attachments and notifications. - [Start a call or schedule a meeting](https://aozo.in/docs/hubble/calls-and-meetings.md): Start a voice or video call from the conversation, or schedule one for later. - [Use Hubble on your phone](https://aozo.in/docs/hubble/hubble-on-mobile.md): The team directory, settings and notifications on mobile. - [Use Copilot in the composer](https://aozo.in/docs/hubble/copilot.md): Draft, rewrite and summarise inside the conversation. - [Hubble: frequently asked questions](https://aozo.in/docs/hubble/faq.md): Answers to common questions about Hubble. ## AOZO POS QR ordering, KOT and GST billing. - [AOZO POS overview](https://aozo.in/docs/pos/overview.md): Table QR ordering, billing and kitchen display for restaurants, cafés and QSRs. - [Set up QR ordering](https://aozo.in/docs/pos/set-up-qr-ordering.md): Add tables, print one QR per table and test before your first service. - [Take orders at the counter](https://aozo.in/docs/pos/counter-billing.md): Use the POS screen for dine-in, takeaway and delivery, with GST and UPI. - [Use the kitchen display](https://aozo.in/docs/pos/kitchen-display.md): Run it on any tablet or TV with a browser. - [Manage the floor](https://aozo.in/docs/pos/floor-view.md): See free, occupied and needs-attention tables with running bills. - [Billing, GST and UPI](https://aozo.in/docs/pos/billing-and-payments.md): Itemised GST bills, optional service charge and a UPI QR for the exact amount. - [Inventory and recipes](https://aozo.in/docs/pos/inventory-and-recipes.md): Link ingredients to dishes so every sale deducts stock. - [Reports](https://aozo.in/docs/pos/reports.md): Close the day knowing your numbers. - [Staff logins and roles](https://aozo.in/docs/pos/staff-and-roles.md): Give owner, cashier, waiter and kitchen their own logins. - [AOZO POS: frequently asked questions](https://aozo.in/docs/pos/faq.md): Answers to common questions about AOZO POS. ## AOZO Booking Direct bookings, 0% commission. - [AOZO Booking overview](https://aozo.in/docs/booking/overview.md): A booking engine for hotels, resorts, homestays and villas in India. - [Rooms, rate plans and meal plans](https://aozo.in/docs/booking/rooms-and-rate-plans.md): Set up room types and prices for each meal plan. - [Use the rates and inventory calendar](https://aozo.in/docs/booking/rates-calendar.md): Change prices, stop sell, minimum stay and no-arrival days in bulk. - [Promo codes and add-ons](https://aozo.in/docs/booking/promo-codes-and-add-ons.md): Offer discounts and upsell extras. - [Add the booking widget to your website](https://aozo.in/docs/booking/website-widget.md): Drop a Book now search box on any website with one line of code. - [Payments, GST invoices and cancellations](https://aozo.in/docs/booking/payments-and-invoices.md): UPI advances, GST invoices and guest self-cancellation. - [Front desk and reports](https://aozo.in/docs/booking/front-desk-and-reports.md): Run arrivals and departures, and read occupancy, ADR and RevPAR. - [AOZO Booking: frequently asked questions](https://aozo.in/docs/booking/faq.md): Answers to common questions about AOZO Booking. ## AOZO Commerce Online store and checkout. - [AOZO Commerce overview](https://aozo.in/docs/commerce/overview.md): An online store and checkout for Indian sellers and D2C brands. - [Build your store](https://aozo.in/docs/commerce/build-your-store.md): Pick a theme and edit it with the drag-and-drop builder. - [Add products and manage inventory](https://aozo.in/docs/commerce/products-and-inventory.md): Unlimited variants, bulk CSV import and export, and one inventory across channels. - [Payments and checkout](https://aozo.in/docs/commerce/payments-and-checkout.md): Offer the ways Indian buyers like to pay. - [Orders, shipping and returns](https://aozo.in/docs/commerce/orders-shipping-returns.md): Fulfil orders in one click and handle returns. - [Sell on more channels and integrate](https://aozo.in/docs/commerce/channels-and-integrations.md): Instagram, Facebook, WhatsApp, Amazon, Flipkart, Razorpay, Zapier and open APIs. - [AOZO Commerce: frequently asked questions](https://aozo.in/docs/commerce/faq.md): Answers to common questions about AOZO Commerce. --- # Create your workspace > Sign up at app.aozo.in, create your organisation and become its owner. Canonical page: https://aozo.in/docs/workspace/create-your-workspace Last updated: 2026-11-12 Product: AOZO workspace Section: Getting started A workspace is your organisation in AOZO. Everyone you invite, and every app you switch on, lives inside it. ## Before you start - A work email address you can open. - Your company name. GSTIN and branding can be added later. ## Create it 1. **Open app.aozo.in** Go to app.aozo.in and choose Create an account. 2. **Sign in** Use an email code, a password or Google. 3. **Enter your organisation details** Add your organisation name. You become the owner of the workspace. 4. **Switch on the apps you need** Each app is its own subscription, so start with one. Open Billing and Subscriptions to add more later. ## Your workspace home After sign-in you land on your workspace home. It greets you by name, shows how many team members, open leads and open deals you have, lists your apps and recent activity, and reminds you to turn on two-factor authentication. ![The AOZO workspace home with a greeting, team member, open lead and open deal counts, the apps in the workspace and a prompt to turn on two-factor authentication](https://aozo.in/images/docs/ws-home.webp) ## Next steps 1. Set up your organisation profile and domain. 2. Invite your team and set their roles. 3. Turn on two-factor sign-in. 4. Open your first app and bring your data in. --- # Set up your organisation profile and domain > Add your name, GSTIN, logo, colours, branded subdomain and custom domain. Canonical page: https://aozo.in/docs/workspace/organisation-profile Last updated: 2026-11-12 Product: AOZO workspace Section: Getting started Organisation settings are where your workspace gets its identity. The details you add here appear on documents and give your team and clients a branded address. ![The organisation settings page with the section tabs, organisation name, workspace subdomain, custom domain and Save Branding Changes highlighted](https://aozo.in/images/docs/ws-org.webp) 1. Section tabs: Organisation Branding, Members and Access, Products and Subscriptions, Email and WhatsApp API, General and Danger Zone 2. Organisation name 3. Dedicated workspace subdomain (yourname.aozo.in) 4. Custom domain, optional, using a CNAME 5. Save Branding Changes 1. **Open organisation settings** Open your workspace settings and choose Organisation Branding. ![The organisation settings tabs with the first tab, Organisation Branding, highlighted](https://aozo.in/images/docs/ws-org-tabs.webp) - (1) Organisation settings tabs 2. **Enter your organisation name and industry** Add the name your customers know you by, and your industry sector. ![The Organisation Name and Industry Sector fields](https://aozo.in/images/docs/ws-org-name.webp) - (1) Organisation name 3. **Choose your subdomain** Your workspace gets a dedicated address ending in .aozo.in. Pick a name your team will remember. ![The workspace subdomain and the optional custom domain fields](https://aozo.in/images/docs/ws-org-domain.webp) - (1) Subdomain, ending in .aozo.in - (2) Custom domain (optional) 4. **Add a custom domain (optional)** To use your own address, enter a custom domain such as portal.yourbrand.com. It uses a CNAME record that you add at your domain provider. 5. **Add your logo and colour** Upload a logo (PNG, SVG, JPG or WebP up to 5 MB, 256 by 256 pixels recommended) or paste a logo link, and choose your accent colour. 6. **Add your tax details** Scroll to GSTIN, tax identification and MSME registration number, and fill in what applies to you. 7. **Save** Choose Save Branding Changes. ![The Save Branding Changes button](https://aozo.in/images/docs/ws-org-save.webp) - (1) Save Branding Changes ## The other tabs | Tab | What it is for | | --- | --- | | Members and Access | Who is in the workspace and what they can do | | Products and Subscriptions | Which apps are on and their plans | | Email and WhatsApp API | How the workspace sends email and messages | | General and Danger Zone | Workspace-wide settings and irreversible actions | > **Heads up:** Be careful in General and Danger Zone. Actions there can be hard to undo. --- # Invite people and set roles > Invite members, assign access per app and understand owner, admin and member roles. Canonical page: https://aozo.in/docs/workspace/invite-people-and-roles Last updated: 2026-11-12 Product: AOZO workspace Section: Getting started Roles decide what each person can see and change. Every app checks workspace membership separately, so access is set per app. ## Roles | Role | Who | What they can do | | --- | --- | --- | | Owner | Whoever creates the workspace | Everything an admin can do, plus manage Billing and Subscriptions: upgrade, cancel, invoices and receipts. | | Admin | People the owner trusts to manage the workspace | Invite members and manage access and settings. | | Member | Everyone else | Work in the apps they have access to, for example chat, call and schedule meetings in Hubble. | ## Invite someone 1. **Open Members and Access** In organisation settings choose the Members and Access tab. It shows how many members you have. 2. **Add the person** Enter their email address. 3. **Choose their access** Pick which apps they can use and their role. 4. **Send the invitation** They receive an invitation to join your workspace. > **Note:** In AOZO Projects, whoever creates an organisation becomes its admin and can invite members. ## Good habits - Give each person only the access their job needs. - Keep the number of admins small and name a backup owner. - Remove access the same day someone leaves. --- # Secure your sign-in > Turn on email OTP, an authenticator app or a passkey to protect every AOZO app at once. Canonical page: https://aozo.in/docs/workspace/secure-your-sign-in Last updated: 2026-11-12 Product: AOZO workspace Section: Getting started Because every AOZO app shares one login, you protect them all in one place. ![The Security and Authentication page with Email OTP, Authenticator App and Passkeys highlighted](https://aozo.in/images/docs/ws-security.webp) 1. Email OTP and Authenticator App 2. Passkeys ## Sign-in methods | Method | How it works | | --- | --- | | Email OTP | A 6-digit one-time code is sent to your registered email address when you sign in. | | Authenticator app | An app such as Google Authenticator or Authy generates time-based codes. | | Passkey | Verify with your fingerprint, face or screen lock instead of typing a code. Passkeys resist phishing and can be an alternative way to sign in. | ## Turn it on 1. **Open Security and Authentication** Open your profile and go to Security and Authentication. Two-Factor Authentication shows Off until you turn something on. 2. **Enable Email OTP** Choose Enable Email OTP to receive a one-time code by email on every login. ![The Email OTP option with the Enable Email OTP button](https://aozo.in/images/docs/ws-sec-email.webp) - (1) Enable Email OTP 3. **Or set up an authenticator app** Choose Setup App, then scan the code with Google Authenticator or Authy. ![The Authenticator App option with the Setup App button](https://aozo.in/images/docs/ws-sec-app.webp) - (1) Setup App 4. **Add a passkey** Under Passkeys, give it a name you will recognise, for example “MacBook Touch ID”, then choose Add a passkey. ![The Passkeys option with a name field and the Add a passkey button](https://aozo.in/images/docs/ws-sec-passkey.webp) - (1) Passkey name - (2) Add a passkey 5. **Change your password** On the same page, use Change Password to set a unique, strong password. ![The Change Password section with current and new password fields](https://aozo.in/images/docs/ws-sec-password.webp) - (1) Change Password > **Heads up:** Keep passwords, passkeys and codes private. Never share them, even with colleagues. ## Related - The Security page explains what AOZO does and what you control. - Review recent sign-ins from your workspace home. --- # Choose your apps and manage billing > Each AOZO app is its own subscription. Switch apps on, change plans and cancel from one place. Canonical page: https://aozo.in/docs/workspace/apps-and-billing Last updated: 2026-11-12 Product: AOZO workspace Section: Getting started You pay only for the apps you use. Apps share one login, one set of people and one workspace. ![The Billing and Subscriptions Center with the summary cards, the tabs for active subscriptions, plans and pricing, invoices and receipts and tax and billing details, and the Add New App button highlighted](https://aozo.in/images/docs/ws-billing.webp) 1. Summary: active products, estimated monthly spend, next renewal date and account health 2. Tabs: Active Product Subscriptions, Plans and Pricing, Invoices and Receipts, Tax and Billing Details 3. Add New App ## Read the summary ![The four summary cards: active products, estimated monthly spend, next renewal date and account health](https://aozo.in/images/docs/ws-bill-cards.webp) 1. The four summary cards | Card | Meaning | | --- | --- | | Active products | How many apps are on, out of the apps available | | Estimated monthly spend | What your active subscriptions cost per month | | Next renewal date | When your next payment is due, and for which app | | Account health | Whether your payments are up to date | ## Switch on an app 1. **Open Billing and Subscriptions** From your workspace, open the Billing and Subscriptions Center. ![The tabs: Active Product Subscriptions, Plans and Pricing, Invoices and Receipts, Tax and Billing Details](https://aozo.in/images/docs/ws-bill-tabs.webp) - (1) Billing tabs 2. **Choose Add New App** Or pick an inactive app and choose Explore Plans. ![The Add New App button on the Billing and Subscriptions Center](https://aozo.in/images/docs/ws-bill-add.webp) - (1) Add New App 3. **Pick a plan** Choose the plan that fits and confirm. > **Note:** Only the apps your workspace has subscribed to are reachable. ## Change a plan or cancel - On an active app, choose Upgrade Plan to move up, or Cancel to stop it. - Cancelling stops future renewals. You keep access until the end of the paid period. - Plans are chosen per app, for example one plan for CRM and another for Hubble. ## Invoices and tax - Open Invoices and Receipts to download invoices and receipts. - Open Tax and Billing Details to add your billing details. - Prices are in rupees (₹). GST is added where applicable and shown on your invoice. For refunds, see the Refund Policy. --- # Search everything with ⌘K and use AI > Find any customer, ticket, invoice or person from one search bar, and use AI for the repetitive parts. Canonical page: https://aozo.in/docs/workspace/search-and-ai Last updated: 2026-11-12 Product: AOZO workspace Section: Getting started ## ⌘K search Press ⌘K (Ctrl+K on Windows) anywhere in AOZO to search across your apps: customers, tickets, invoices and people. The search bar sits at the top of every screen. ## AI in AOZO | Feature | Where | | --- | --- | | Lead scoring | AOZO CRM | | Copilot in the composer | Hubble | | Overdue-payment reminders | AOZO Accounting | | Project summaries and at-risk flags | AOZO Projects | | Policy answers and attendance flags | AOZO Teams | | Workflows for routine steps | Across apps | > **Tip:** AI suggestions are a starting point. You review and approve what goes out. --- # Your data and privacy > How AOZO treats your data, and where to read the details. Canonical page: https://aozo.in/docs/workspace/data-and-privacy Last updated: 2026-11-12 Product: AOZO workspace Section: Getting started Your business data belongs to you. AOZO processes it only to provide the service you subscribed to. ## Where to read more - Privacy Policy: what we collect and why. - DPDP Addendum: how we process data for you as your Data Processor. - Your Data Rights: access, correct or erase personal data. - Security: sign-in protection, roles and activity logs. ## Export and deletion When a subscription ends you can export your data for a reasonable period. After that, AOZO deletes it from its systems unless the law requires it to keep it. ## Questions Write to support@aozo.in with the subject “Data Rights Request” for personal data requests. --- # Open API overview > The REST API behind AOZO: base URL, how requests look and what you can reach. Canonical page: https://aozo.in/docs/api/overview Last updated: 2026-11-12 Product: Open API Section: Getting started AOZO’s API is the same REST API that the AOZO apps use. You can read and write your own workspace data from your own systems: create leads from a website form, raise invoices from an order system, or sync tickets to another tool. ## The basics | What | Value | | --- | --- | | Base URL | https://api.aozo.in | | Format | JSON over HTTPS. Send Content-Type: application/json on requests with a body. | | Authentication | A session token in the Authorization header. See Authentication. | | Workspace | The X-Organization-Id header says which organisation you are acting on. | | Lists | List endpoints return a JSON array. | | Errors | A JSON object with an error message, for example {"error": "Lead name is required"}. | ![A request to the AOZO API with the method and URL, the Authorization header, the X-Organization-Id header and a JSON body, each numbered](https://aozo.in/images/docs/api-request-anatomy.webp) ## What you can reach | Area | Path prefix | Guide | | --- | --- | --- | | Sign-in and profile | /api/auth | Authentication | | CRM: leads, deals, contacts, companies, tasks, workflows | /api/crm | CRM API | | Helpdesk: tickets, customers, knowledge base | /api/helpdesk | Helpdesk API | | Accounting: invoices, payments, expenses, items | /api/accounting | Accounting API | | Teams: members, attendance, leave, payslips | /api/teams | Teams and Projects API | | Projects: projects, tasks, statuses | /api/project | Teams and Projects API | | Inbound lead webhooks | /api/crm/lead-capture | Lead capture webhook | ## Who sees what The API respects the same roles as the apps. Owners and admins see all records in the organisation. Other members see the leads and tickets assigned to them or created by them. ## Before you build - Call the API from your server, not from a web page on another domain. Browsers on other domains are blocked by CORS. - Treat your session token like a password. Never put it in client-side code or a public repository. - Plan for errors and retries. See Errors and limits. > **Tip:** Start with the Quickstart. It signs in, creates a lead and lists leads in three commands. --- # Authentication > Sign in, handle two-factor, refresh your token and send it on every request. Canonical page: https://aozo.in/docs/api/authentication Last updated: 2026-11-12 Product: Open API Section: Getting started AOZO uses a session token. You sign in with the same credentials a person uses, receive a token, and send it as a Bearer token on every call. ![Three steps: sign in with email or phone and password, receive a token, refresh token and organisations, then call the API with an Authorization header and an X-Organization-Id header. A refresh step covers expiry](https://aozo.in/images/docs/api-auth-flow.webp) ## Sign in **Request** ```bash curl -X POST https://api.aozo.in/api/auth/login \ -H "Content-Type: application/json" \ -d '{ "email": "you@company.com", "password": "your-password" }' ``` You can also send the account’s phone number in the identifier field instead of email. A successful response returns your tokens, your profile and your organisations. **Response (shortened)** ```json { "token": "eyJhbGciOi…", "refreshToken": "9f3c…", "user": { "id": 12, "email": "you@company.com", "name": "Meera Shah", "avatarUrl": null }, "organizations": [ { "id": "ORG_ID", "orgUid": "ORG-8AA85C26", "name": "Sharma & Co.", "role": "OWNER" } ] } ``` ## If two-factor is on When the account has two-factor sign-in, the first call does not return a token. It returns a temporary token and tells you which method to use. **Response** ```json { "requires2fa": true, "two_factor_type": "email", "available_methods": ["email"], "tempToken": "eyJhbGciOi…" } ``` 1. **Collect the code** For email, AOZO sends a one-time code to the account’s email. For an authenticator app, read the current code from the app. 2. **Verify it** Send the temporary token and the code to /api/auth/login/verify-2fa. The temporary token is valid for 10 minutes. 3. **Receive your tokens** The response has the same shape as a normal sign-in. **Request** ```bash curl -X POST https://api.aozo.in/api/auth/login/verify-2fa \ -H "Content-Type: application/json" \ -d '{ "tempToken": "eyJhbGciOi…", "code": "123456" }' ``` > **Note:** Accounts that sign in only with a passkey cannot use this flow. Use an account with a password and an email or authenticator code for server integrations. ## Call the API **Send the token on every request** ```bash curl https://api.aozo.in/api/auth/me \ -H "Authorization: Bearer YOUR_TOKEN" ``` ## Refresh your token When the token expires, exchange your refresh token for a new pair. Each refresh token works once, so always store the new one. **Request** ```bash curl -X POST https://api.aozo.in/api/auth/refresh \ -H "Content-Type: application/json" \ -d '{ "refreshToken": "9f3c…" }' ``` **Response** ```json { "token": "eyJhbGciOi…", "refreshToken": "a71d…", "user": { "id": 12, "email": "you@company.com", "name": "Meera Shah" } } ``` ## Sign out **Revoke a refresh token** ```bash curl -X POST https://api.aozo.in/api/auth/logout \ -H "Content-Type: application/json" \ -d '{ "refreshToken": "a71d…" }' ``` > **Heads up:** Never share your token or refresh token, and never commit them to code. If one leaks, sign out the session and change your password. --- # Organisations and access > Find your organisation id and send it with every request. Canonical page: https://aozo.in/docs/api/organisations-and-access Last updated: 2026-11-12 Product: Open API Section: Getting started A person can belong to more than one organisation. Every call that touches workspace data must say which one. ![Your token plus the X-Organization-Id header gives your view of one workspace. Owners and admins see everything and other members see their own leads and tickets. A missing header returns a 400 error](https://aozo.in/images/docs/api-org-scope.webp) ## Find your organisation id - The sign-in response includes an organizations list. Use the id value. - GET /api/auth/me returns your profile and your organisations too. ## Send it **Request** ```bash curl https://api.aozo.in/api/crm/leads \ -H "Authorization: Bearer YOUR_TOKEN" \ -H "X-Organization-Id: ORG_ID" ``` ## What can go wrong | Status | Message | Meaning | | --- | --- | --- | | 400 | X-Organization-Id header is required | You did not send the organisation header. | | 403 | Access to the organisation is not allowed | You are not an active member of that organisation. | | 404 | Organization not found | The id does not exist. | > **Note:** Use the same organisation id for the whole session unless you deliberately switch workspace. --- # Quickstart > Sign in, create a lead and list your leads in three commands. Canonical page: https://aozo.in/docs/api/quickstart Last updated: 2026-11-12 Product: Open API Section: Getting started This takes about five minutes. You need an AOZO account with a password and access to AOZO CRM. 1. **Sign in and save your token** Replace the email and password. The command prints your token and your organisation id. ![Sign in, receive a token, then call the API](https://aozo.in/images/docs/api-auth-flow.webp) 2. **Create a lead** Send a POST to /api/crm/leads with the token and organisation id. Only name is required. 3. **List your leads** Send a GET to the same path and check that the new lead is in the array. **bash (needs curl and jq)** ```bash # 1. Sign in RESPONSE=$(curl -s -X POST https://api.aozo.in/api/auth/login \ -H "Content-Type: application/json" \ -d '{ "email": "you@company.com", "password": "your-password" }') TOKEN=$(echo "$RESPONSE" | jq -r .token) ORG=$(echo "$RESPONSE" | jq -r '.organizations[0].id') # 2. Create a lead curl -s -X POST https://api.aozo.in/api/crm/leads \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" \ -H "Content-Type: application/json" \ -d '{ "name": "Sharma Traders", "company": "Sharma Traders", "email": "orders@example.com", "source": "WEB", "value": 48500 }' # 3. List leads curl -s https://api.aozo.in/api/crm/leads \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" ``` ### The same in Node.js **Node.js 18 or later** ```js const BASE = "https://api.aozo.in"; const login = await fetch(`${BASE}/api/auth/login`, { method: "POST", headers: { "Content-Type": "application/json" }, body: JSON.stringify({ email: "you@company.com", password: "your-password" }), }).then((r) => r.json()); const headers = { Authorization: `Bearer ${login.token}`, "X-Organization-Id": login.organizations[0].id, "Content-Type": "application/json", }; const lead = await fetch(`${BASE}/api/crm/leads`, { method: "POST", headers, body: JSON.stringify({ name: "Sharma Traders", source: "WEB", value: 48500 }), }).then((r) => r.json()); console.log("Created lead", lead.id); ``` > **Tip:** If sign-in returns requires2fa, finish with /api/auth/login/verify-2fa first. See Authentication. --- # Errors and limits > Status codes, error shapes, sign-in limits and how to retry. Canonical page: https://aozo.in/docs/api/errors-and-limits Last updated: 2026-11-12 Product: Open API Section: Getting started ## Error shape Most errors are a JSON object with an error message. Sign-in endpoints use message instead. **Most endpoints** ```json { "error": "Lead name is required" } ``` **Sign-in endpoints** ```json { "message": "Invalid credentials" } ``` ## Status codes | Status | When | What to do | | --- | --- | --- | | 200 | The request worked | Read the response. | | 201 | A record was created | The response is the new record. | | 400 | Something is missing or invalid, for example no organisation header or no name | Fix the request. The message says what. | | 401 | Token missing, invalid or expired, or two-factor not finished | Refresh your token or sign in again. | | 403 | You are not allowed, or the plan limit is reached, or a view-only session tried to change data | Check your role and plan. | | 404 | The record does not exist in your organisation | Check the id. | | 429 | Too many sign-in attempts | Wait and try again. | | 500 | Something went wrong on our side | Retry later and contact support if it continues. | | 503 | The service is briefly unavailable | Retry after a short wait. | ## Common 401 messages | Message | Meaning | | --- | --- | | Authentication token required | No Authorization header was sent. | | Token invalid or expired | Refresh your token. | | Two-factor verification required | You used a temporary token. Finish /login/verify-2fa. | | Invalid or deactivated user | The account is inactive. | ## Sign-in limits - Sign-in and one-time code requests: 20 attempts per 15 minutes from one network. - Verification code attempts: 10 per 15 minutes. Sign in once and reuse the token. Refresh it when it expires instead of signing in again for every call. ## Retry well - Retry 503 and network errors with a short, growing wait. - Do not retry 400, 401 or 403 without changing something. - Never retry a POST blindly. If you did not see the response, check whether the record was created. --- # CRM API > Create, list, update and convert leads, and manage deals. Canonical page: https://aozo.in/docs/api/crm-api Last updated: 2026-11-12 Product: Open API Section: Reference All CRM endpoints are under /api/crm and need the Authorization and X-Organization-Id headers. Lists return arrays. ## Leads | Method and path | What it does | | --- | --- | | GET /api/crm/leads | List leads, newest first | | POST /api/crm/leads | Create a lead | | GET /api/crm/leads/:id | Get one lead | | PUT /api/crm/leads/:id | Update a lead | | DELETE /api/crm/leads/:id | Delete a lead | | GET /api/crm/leads/:id/activities | List a lead’s activity | | POST /api/crm/leads/:id/activities | Add a note to a lead | | POST /api/crm/leads/:id/convert | Convert a lead into a deal and company | ### Create a lead | Field | Type | Notes | | --- | --- | --- | | name | string | Required | | email, phone, company | string | Optional | | status | string | NEW (default), CONTACTED, QUALIFIED, PROPOSAL, WON or LOST | | source | string | Where the lead came from. Default WEB | | value | number | Expected value in rupees. Default 0 | | notes | string | Optional | | assignedToId | number | The user who owns the lead | | companyId, partnerId | number | Link to an existing company or partner | | customFields | object | Values for your custom fields | | notify | boolean | Send a notification about the new lead | **Request** ```bash curl -X POST https://api.aozo.in/api/crm/leads \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" \ -H "Content-Type: application/json" \ -d '{ "name": "Sharma Traders", "company": "Sharma Traders", "source": "WEB", "value": 48500 }' ``` **Response, 201 (some fields omitted)** ```json { "id": 148, "name": "Sharma Traders", "company": "Sharma Traders", "status": "NEW", "source": "WEB", "value": 48500, "probability": 10, "score": 25, "createdAt": "2026-11-13T09:30:00.000Z" } ``` AOZO calculates the lead’s score and probability for you from its status, value and source. ### Update a lead Send any of the create fields to PUT /api/crm/leads/:id. If your CRM settings require a lost reason, include lostReason when you set status to LOST. ### Convert a lead **Body for POST /api/crm/leads/:id/convert** ```json { "createDeal": true, "createContact": true, "dealTitle": "Sharma Traders: annual plan", "dealAmount": 48500 } ``` ## Deals | Method and path | What it does | | --- | --- | | GET /api/crm/deals | List deals | | POST /api/crm/deals | Create a deal | | GET /api/crm/deals/:id | Get one deal | | PUT /api/crm/deals/:id | Update a deal, for example move its stage | | DELETE /api/crm/deals/:id | Delete a deal | | POST /api/crm/deals/:id/link-invoices | Link invoices to a deal with { invoiceIds } | | Field | Type | Notes | | --- | --- | --- | | title | string | Required | | amount | number | Deal value in rupees. Default 0 | | stage | string | DISCOVERY (default), DEMO, PROPOSAL, NEGOTIATION, WON or LOST | | closeDate | date string | Expected close date | | companyName, contactEmail, notes | string | Optional | | assignedToId, leadId, companyId, contactId | number | Links to other records | ## Other CRM resources These live under /api/crm as well: contacts, companies, tasks, partners, workflows, templates, targets, custom-fields, import and settings. --- # Helpdesk API > List, create and update tickets and add comments. Canonical page: https://aozo.in/docs/api/helpdesk-api Last updated: 2026-11-12 Product: Open API Section: Reference Helpdesk endpoints are under /api/helpdesk. They need the Authorization and X-Organization-Id headers. | Method and path | What it does | | --- | --- | | GET /api/helpdesk/tickets | List tickets, newest first | | POST /api/helpdesk/tickets | Create a ticket | | GET /api/helpdesk/tickets/:id | Get one ticket | | PUT /api/helpdesk/tickets/:id | Update a ticket | | DELETE /api/helpdesk/tickets/:id | Delete a ticket | | GET /api/helpdesk/tickets/:id/comments | List a ticket’s comments | | POST /api/helpdesk/tickets/:id/comments | Add a comment | ## List tickets | Query | Meaning | | --- | --- | | status | Filter by status. Values are OPEN, PENDING, RESOLVED and CLOSED | | spam | Set to true to list tickets marked as spam | | projectId | Only tickets linked to a project | **Request** ```bash curl "https://api.aozo.in/api/helpdesk/tickets?status=OPEN" \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" ``` Each ticket includes its creator, agent and customer, and a count of comments. Non-admin users see the tickets they created or are assigned. ## Create a ticket | Field | Type | Notes | | --- | --- | --- | | subject | string | Required | | description | string | What the customer needs | | priority | string | LOW, MEDIUM (default), HIGH or URGENT | | customerId | number | An existing customer | | contactName, accountName, email, phone | string | Who raised it | | classification, productName, additionalInfo | string | Extra detail | | dueDate, language, channel, projectId | various | Optional | **Request** ```bash curl -X POST https://api.aozo.in/api/helpdesk/tickets \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" \ -H "Content-Type: application/json" \ -d '{ "subject": "Delivery address change", "description": "Please update the address on order 2047.", "priority": "HIGH", "email": "orders@example.com" }' ``` > **Note:** Ticket creation returns 403 if your plan’s ticket limit is reached. A ticket from a blocked sender, or a duplicate of one in the last 7 days, is marked as spam. ## Add a comment **Body for POST /api/helpdesk/tickets/:id/comments** ```json { "content": "We have updated the address and will ship today.", "isInternal": false } ``` Set isInternal to true for a note only your team can see. --- # Accounting API > List and create invoices, record payments and log expenses. Canonical page: https://aozo.in/docs/api/accounting-api Last updated: 2026-11-12 Product: Open API Section: Reference Accounting endpoints are under /api/accounting. They need the Authorization and X-Organization-Id headers. ## Invoices | Method and path | What it does | | --- | --- | | GET /api/accounting/invoices | List invoices. Filter with companyId, customerId, partnerId, leadId or dealId | | POST /api/accounting/invoices | Create an invoice | | GET /api/accounting/invoices/:id | Get one invoice | | GET /api/accounting/invoices/:id/pdf | Download the invoice as a PDF | | PUT /api/accounting/invoices/:id | Update an invoice | | PUT /api/accounting/invoices/:id/status | Change the status or payment status | | POST /api/accounting/invoices/:id/payments | Record a payment | | GET /api/accounting/invoices/:id/payments | List payments | | DELETE /api/accounting/invoices/:id | Delete an invoice | ### Create an invoice | Field | Type | Notes | | --- | --- | --- | | customerName | string | Required unless you send companyId or customerId | | customerGstin, customerEmail, customerPhone, customerAddress | string | Customer details | | companyId, customerId, leadId, dealId, quotationId | number | Link the invoice to other records | | documentType | string | INVOICE by default | | type | string | GST by default, or NON_GST | | status | string | The invoice status | | dueDate, notes, terms | string | Optional | | advanceAmount, advancePercentage | number | For advance billing | | currency, exchangeRate | string, number | For other currencies | | items | array | The lines on the invoice | | Item field | Type | Notes | | --- | --- | --- | | itemName | string | Name on the line. Defaults to Item | | hsnCode | string | HSN or SAC code | | quantity | number | Defaults to 1 | | unitPrice | number | Price per unit in rupees | | gstRate | number | GST percentage. Defaults to 18 for GST invoices and 0 for NON_GST | **Request** ```bash curl -X POST https://api.aozo.in/api/accounting/invoices \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" \ -H "Content-Type: application/json" \ -d '{ "customerName": "Sharma Traders", "customerGstin": "27ABCDE1234F1Z5", "dueDate": "2026-12-05", "items": [ { "itemName": "Annual plan", "hsnCode": "998314", "quantity": 1, "unitPrice": 41101, "gstRate": 18 } ] }' ``` AOZO works out the subtotal, the tax and the total from your lines, and numbers the invoice using your invoice prefix. ### Record a payment | Field | Type | Notes | | --- | --- | --- | | amount | number | Required, greater than 0 | | paymentType | string | PARTIAL by default | | paymentMode | string | BANK_TRANSFER by default | | paymentDate | date string | Optional | | referenceNo, notes | string | Optional | **Body for POST /api/accounting/invoices/:id/payments** ```json { "amount": 20000, "paymentMode": "UPI", "referenceNo": "UPI-884213" } ``` ## Expenses | Method and path | What it does | | --- | --- | | GET /api/accounting/expenses | List expenses | | POST /api/accounting/expenses | Record an expense with category, description, amount, date and paymentMode | **Body for POST /api/accounting/expenses** ```json { "category": "Travel", "description": "Client visit, Pune", "amount": 3200, "date": "2026-11-10", "paymentMode": "UPI" } ``` Items, customers, quotations, pro-forma invoices, credit notes, sales orders, delivery challans and reports are also available under /api/accounting. > **Heads up:** Please confirm GST rates and your invoice details with your accountant before you automate invoicing. --- # Teams and Projects API > Read members, attendance and leave, and work with projects and tasks. Canonical page: https://aozo.in/docs/api/teams-and-projects-api Last updated: 2026-11-12 Product: Open API Section: Reference Both areas use the same headers as the rest of the API and return JSON. ## Teams | Method and path | What it does | | --- | --- | | GET /api/teams/members | List the members of your organisation with their profile details | | /api/teams/attendance | Attendance records | | /api/teams/leaves | Leave requests and balances | | /api/teams/payslips | Payslips | | /api/teams/departments and /api/teams/groups | Departments and groups of people | | /api/teams/shifts | Shifts and rosters | **List members** ```bash curl https://api.aozo.in/api/teams/members \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" ``` > **Note:** Teams data is sensitive. Only call these endpoints with an account that is allowed to see it, and keep the results private. ## Projects | Method and path | What it does | | --- | --- | | /api/project/projects | Projects | | /api/project/tasks | Tasks | | /api/project/statuses | Task statuses | **List projects** ```bash curl https://api.aozo.in/api/project/projects \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" ``` The Projects API also covers lists, milestones, time entries, sprints, subtasks and the Gantt chart under /api/project. > **Tip:** Use the same patterns as the other guides: list with GET, create with POST, update with PUT and remove with DELETE. --- # Send leads into CRM with a webhook > Post leads from your website, forms or automation tools straight into AOZO CRM. Canonical page: https://aozo.in/docs/api/lead-capture-webhook Last updated: 2026-11-12 Product: Open API Section: Webhooks The lead capture webhook lets another system create a lead in AOZO CRM with one HTTP call. No sign-in is needed. Instead, you send your organisation id and your organisation’s webhook key. ![Your system posts to the AOZO lead capture webhook with an organisation id and a key, and a lead is created in CRM](https://aozo.in/images/docs/api-webhook-inbound.webp) ## Find your organisation id and key Both are returned by one authenticated call. Keep the key private: anyone with it can add leads to your CRM. **Request** ```bash curl https://api.aozo.in/api/crm/lead-capture/channels \ -H "Authorization: Bearer $TOKEN" \ -H "X-Organization-Id: $ORG" ``` **Response (shortened)** ```json { "organizationId": "ORG_ID", "webhookKey": "3f9a…", "baseWebhookUrl": "https://api.aozo.in/api/crm/lead-capture", "stats": { "WEB": { "count": 12, "totalValue": 340000 } }, "recentCaptures": [] } ``` ## Post a lead 1. **Choose the URL** Use https://api.aozo.in/api/crm/lead-capture/webhook/generic and add your organisation id as orgId. 2. **Send your key** Put the webhook key in the X-API-Key header. Always send it. 3. **Send the lead as JSON** Include at least a name. Add whatever else you have. **Request** ```bash curl -X POST "https://api.aozo.in/api/crm/lead-capture/webhook/generic?orgId=ORG_ID" \ -H "X-API-Key: YOUR_WEBHOOK_KEY" \ -H "Content-Type: application/json" \ -d '{ "name": "Sharma Traders", "email": "orders@example.com", "phone": "+91 98765 43210", "company": "Sharma Traders", "source": "WEBSITE", "value": 48500, "notes": "Asked for a demo" }' ``` **Response (shortened)** ```json { "success": true, "leadId": 149, "lead": { "id": 149, "name": "Sharma Traders", "status": "NEW", "source": "WEBSITE", "value": 48500 } } ``` ## Fields it understands | Send | Also accepted as | Notes | | --- | --- | --- | | name | fullName, first_name | Defaults to “Webhook Lead” if missing | | email | emailAddress | Optional | | phone | phoneNumber, mobile | Optional | | company | companyName, organization | Optional | | source | | Upper-cased. Defaults to WEBHOOK | | value | dealValue, budget | In rupees. Defaults to 0 | | status | | Defaults to NEW | | score | | Defaults to 50 | | notes | | Defaults to a note saying the lead arrived by webhook | Each lead gets an activity note saying how it arrived, and your CRM workflows can run on it, for example to assign it to the next person on the team. ## Errors | Status | Meaning | | --- | --- | | 400 | The organisation id is missing or not valid | | 401 | The webhook key is not valid | | 500 | Something went wrong on our side. Retry later | ## Other lead channels AOZO CRM also has inbound webhooks for Google Ads lead forms, Meta (Facebook and Instagram) lead ads and WhatsApp. Each has its own payload format and is set up from CRM lead capture settings. > **Heads up:** Treat the webhook key like a password. Do not put it in public web pages or mobile apps. Send leads from your server or from an automation tool instead. --- # AOZO CRM overview > What AOZO CRM does, how it is laid out and how it connects to the rest of AOZO. Canonical page: https://aozo.in/docs/crm/overview Last updated: 2026-11-12 Product: AOZO CRM Section: Overview AOZO CRM captures your leads, scores them and moves deals through your pipeline. It uses the same customer records as Helpdesk and Accounting, so nothing is copied twice. ![The AOZO CRM Home page showing the Sales Command Center and key numbers](https://aozo.in/images/docs/cover-crm.webp) ## What is inside | Menu | What it is for | | --- | --- | | Home | The Sales Command Center: pipeline value, closed revenue, win rate and average deal size | | Leads | Every lead with its status, source, score and expected value | | Contacts and Accounts | The people and companies you sell to | | Deals | Your pipeline as a Kanban board or a list | | Tasks | Follow-ups for you and your team | | Billing | Quotations, proposals, invoices and your product catalogue | | Insights | Reports on how sales are going | | Automation | Workflows that run routine steps on their own | | Setup | Your CRM settings | ## Connected to the rest of AOZO - Support tickets in Helpdesk sit next to the customer’s deal. - A closed deal turns into a GST invoice in Accounting. - Search any customer, ticket or invoice with ⌘K. - Chat about a deal in Hubble. ## Where to start 1. Capture or import your leads. 2. Move the promising ones into your deals pipeline. 3. Set up a workflow so new leads are assigned automatically. 4. Check the Home dashboard every morning. --- # Capture and manage leads > Add leads, import them, filter them and see which ones to call first. Canonical page: https://aozo.in/docs/crm/manage-leads Last updated: 2026-11-12 Product: AOZO CRM Section: Guides The Leads page lists every lead with its status, source, score and expected value. Use it as your daily call list. ## Before you start - You need access to AOZO CRM in your workspace. - A new workspace has no leads yet. You will see “No leads found” until you add or import some. ## Find your way around ![The AOZO CRM Leads page with numbered highlights on the Leads tab, System Filters, the Import, Export and Create Lead buttons, and the lead table columns](https://aozo.in/images/docs/crm-leads.webp) 1. Leads tab in the top menu 2. System filters: ready-made views of your leads 3. Import, Export and Create Lead 4. Lead table: name, company, email, phone, status, source, score and expected value ## Add a lead 1. **Open Leads** Choose Leads in the CRM top menu. The page title shows “All Leads” and how many records you have. ![The CRM top menu with the Leads tab highlighted](https://aozo.in/images/docs/crm-menu-leads.webp) - (1) Leads 2. **Choose Create Lead** Select the blue Create Lead button at the top right of the list. ![Close-up of the Import, Export and Create Lead buttons on the Leads page](https://aozo.in/images/docs/crm-leads-actions.webp) - (1) Import: bring leads in from a file - (2) Export: take your leads out - (3) Create Lead: add one by hand 3. **Fill in the details** Enter the lead’s name and company, how to reach them (email and phone), where the lead came from (source) and what it could be worth (expected value). 4. **Save** The lead appears in the list with a status and a score. Open it to see its activity and add follow-ups. ## Import and export leads - Choose Import to bring many leads in at once from a file. - Choose Export to download your leads, for example to share a list or keep a backup. - CRM also supports workspace API keys if you want to send leads in from your own systems. ## Use the system filters System filters give you ready-made views so you do not have to build them. The count beside each filter shows how many leads it holds. ![The System Filters panel on the Leads page with Hot Leads (score 70+) highlighted](https://aozo.in/images/docs/crm-leads-filters.webp) 1. Hot Leads (score 70+): the leads most worth a call today | Filter | What it shows | | --- | --- | | All Leads | Every lead | | Open Leads | Leads still in play | | New Leads | Leads nobody has worked yet | | Contacted | Leads you have reached | | Qualified | Leads that fit what you sell | | Proposal Sent | Leads that have a proposal | | Hot Leads (score 70+) | Leads with a score of 70 or more | | Created This Week | Leads added in the last week | | Converted / Won | Leads that became customers | | Lost | Leads that did not buy | Below the system filters, “Filter by fields” lets you narrow the list by Lead Status, Lead Source or Company. Use the Filter button and the search box above the table to find a specific lead, and the Columns button to choose which columns show. ## Understand the score Each lead gets a score. A higher score means the lead looks more worth a call. Hot Leads (score 70+) is the list to start your day with. > **Tip:** Review the lead source column every month. The sources with the highest scores and the most won deals deserve more of your time. ## Common questions ### Why does the list say “No leads found”? You have not added any leads yet, or the filter you picked has none. Choose All Leads, or select Create Lead to add your first one. ### How many leads show on a page? The list shows 25 records per page by default. Change “Records per page” at the bottom of the table and use the arrows to move between pages. --- # Run your deals pipeline > Move deals through Discovery, Demo, Proposal Sent, Negotiation and Closed Won. Canonical page: https://aozo.in/docs/crm/deals-pipeline Last updated: 2026-11-12 Product: AOZO CRM Section: Guides The Deals page shows your pipeline as a Kanban board, one column per stage. Switch to List view when you want to scan or sort. ## The pipeline stages 1. Discovery: you are learning what the customer needs. 2. Demo: you are showing the product. 3. Proposal Sent: the customer has your proposal. 4. Negotiation: you are agreeing price and terms. 5. Closed Won: the deal is won. ## Work your pipeline ![The AOZO CRM Deals Pipeline in Kanban view with stage columns, a Kanban and List toggle and a Create Deal button](https://aozo.in/images/docs/crm-deals.webp) 1. Pipeline stages, from Discovery to Closed Won 2. Kanban and List view toggle 3. Create Deal 1. **Open Deals** Choose Deals in the CRM top menu. The header shows how many deals are open and the pipeline value. ![The CRM top menu with the Deals tab highlighted](https://aozo.in/images/docs/crm-menu-deals.webp) - (1) Deals 2. **Add a deal** Select Create Deal, or the + at the top of a stage, and enter the deal name, the customer and its value. ![The plus button at the top of the Discovery stage](https://aozo.in/images/docs/crm-deals-add.webp) - (1) + adds a deal straight into that stage 3. **Move it forward** Drag the deal card to the next stage as the conversation progresses. Each column header shows how many deals it holds and their total value. 4. **Find a deal** Use the search box above the board to find a deal by name. ![The Search deals box above the pipeline board](https://aozo.in/images/docs/crm-deals-toolbar.webp) - (1) Search deals 5. **Switch view** Use the Kanban and List toggle. List view is better for sorting and scanning many deals. ![The Kanban and List toggle next to the Create Deal button](https://aozo.in/images/docs/crm-deals-toggle.webp) - (1) Kanban and List toggle 6. **Close it out** Drag a won deal to Closed Won. Then create its invoice from Billing. > **Note:** Support tickets and invoices for the same customer appear next to the deal, so you always see the full picture. > **Tip:** Keep every deal in the stage that matches reality. A pipeline you can trust is worth more than a full one. --- # Automate with workflows > Create rules that assign new leads, add follow-up tasks and nudge the team about stuck deals. Canonical page: https://aozo.in/docs/crm/workflows Last updated: 2026-11-12 Product: AOZO CRM Section: Guides Workflows run the routine steps that happen the same way every time, so nobody has to remember them. Rules run on their own. ## What a workflow can do - Assign new leads to the right person. - Create follow-up tasks. - Nudge the team about deals that are stuck. ## Create your first workflow ![The Workflow Automation page with Create Workflow, the Workflows and Run history tabs and the Create your first workflow button](https://aozo.in/images/docs/crm-workflows.webp) 1. Create Workflow 2. Workflows tab: your rules and how many there are 3. Run history tab: what ran and when 4. Create your first workflow, shown while the list is empty 1. **Open Automation** In the CRM top menu choose Automation, then Workflows. You will see “No workflows yet” until you create one. ![The CRM top menu with the Automation tab highlighted](https://aozo.in/images/docs/crm-menu-automation.webp) - (1) Automation 2. **Start a workflow** Choose Create Workflow (or Create your first workflow). A good first rule follows the example on the screen: “When a lead is created, assign it to the team in turn”. ![The empty workflow list with the Create your first workflow button highlighted](https://aozo.in/images/docs/crm-wf-empty.webp) - (1) Create your first workflow 3. **Pick the trigger and the action** Choose what starts the rule, for example a new lead, then what should happen, for example assign it or create a follow-up task. 4. **Turn it on** Save the workflow and switch it on. It now runs by itself. 5. **Check what ran** Open the Run history tab to see when each workflow ran. ![The Workflows and Run history tabs on the Workflow Automation page](https://aozo.in/images/docs/crm-wf-tabs.webp) - (1) Workflows tab - (2) Run history tab ## Good first workflows - Assign every new lead to the next person on the team, in turn. - Create a follow-up task when a lead moves to Proposal Sent. - Nudge the owner when a deal has not moved for a while. > **Tip:** Start with one simple rule, watch the Run history for a week, then add more. --- # Read the sales dashboard > Understand pipeline value, closed revenue, win rate and average deal size on the Home page. Canonical page: https://aozo.in/docs/crm/sales-dashboard Last updated: 2026-11-12 Product: AOZO CRM Section: Guides The Sales Command Center on the Home page shows how your sales are going, with real-time pipeline numbers and revenue analytics. ![The AOZO CRM Sales Command Center with the period switch, the four KPI cards and the Customize Widgets, Export Report, New Deal and Quick Lead buttons](https://aozo.in/images/docs/crm-dashboard.webp) 1. Period switch: 7D, 30D, 90D, YTD or ALL 2. Key numbers: leads, pipeline, revenue and deal size 3. Customize Widgets, Export Report, + New Deal and + Quick Lead ## The key numbers | Number | Meaning | | --- | --- | | Total leads captured | How many leads came in, with the change against the last period | | Gross pipeline value | The value of open deals, with the weighted value beneath it | | Closed won revenue | Revenue from won deals, with your deal win rate | | Average deal size | The typical value of a won deal, with the average sales cycle in days | ## Use it 1. **Choose a period** Switch between 7D, 30D, 90D, YTD and ALL to compare short and long trends. ![The period switch on the Sales Command Center](https://aozo.in/images/docs/crm-dash-period.webp) - (1) 7D, 30D, 90D, YTD or ALL 2. **Read the four cards** Check leads captured, gross pipeline value, closed won revenue and average deal size. ![The four key number cards: total leads captured, gross pipeline value, closed won revenue and average deal size](https://aozo.in/images/docs/crm-dash-kpis.webp) - (1) The four key numbers 3. **Look at the forecast** Scroll to Monthly Revenue Trends and Pipeline Forecast. It plots closed revenue, the expected revenue from open deals (weighted) and your monthly target. 4. **Act on it** Use + Quick Lead or + New Deal straight from the dashboard, Customize Widgets to arrange the page, or Export Report to share it. ![The Customize Widgets, Export Report, New Deal and Quick Lead buttons](https://aozo.in/images/docs/crm-dash-actions.webp) - (1) Customize Widgets, Export Report, + New Deal and + Quick Lead > **Note:** A new workspace shows setup prompts and zeros until leads and deals arrive. The numbers fill in as you work. --- # Send quotations and invoices from CRM > Use Billing in CRM to send proposals and issue GST invoices for won deals. Canonical page: https://aozo.in/docs/crm/quotations-and-invoices Last updated: 2026-11-12 Product: AOZO CRM Section: Guides Billing sits in the CRM top menu. It has two tabs: Quotations and Proposals, and Commercial Invoices and Bills. ![The Billing area with the Quotations and Proposals and Commercial Invoices and Bills tabs and a Create Invoice button](https://aozo.in/images/docs/acc-header.webp) 1. The two Billing tabs 2. Create Invoice 1. **Open Billing** Choose Billing in the CRM top menu. ![The CRM top menu with the Billing menu highlighted](https://aozo.in/images/docs/crm-menu-billing.webp) - (1) Billing 2. **Send a proposal** Choose Quotations and Proposals and create a quotation for the customer on the deal. 3. **Convert it** When the customer accepts, convert the quotation into an invoice. 4. **Track the payment** Open Commercial Invoices and Bills to see whether it is paid, partly paid, unpaid or overdue. The AOZO Accounting guides cover GST details, receipts and payment tracking in full. --- # AOZO CRM: frequently asked questions > Answers to common questions about AOZO CRM. Canonical page: https://aozo.in/docs/crm/faq Last updated: 2026-11-12 Product: AOZO CRM Section: Reference ## Do I need the other AOZO apps to use AOZO CRM? No. Each AOZO app is its own subscription. Start with AOZO CRM and add others when you’re ready; they share the same login. ## Does it work on my phone? Yes. AOZO works on both phone and desktop. ## Is my data secure? AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO Helpdesk overview > Turn customer emails and requests into tickets your team can track to done. Canonical page: https://aozo.in/docs/helpdesk/overview Last updated: 2026-11-12 Product: AOZO Helpdesk Section: Overview AOZO Helpdesk turns customer emails and requests into tickets. Each ticket has an owner and a status, and it sits next to the customer’s deal in AOZO CRM. ![The AOZO Helpdesk ticket inbox with ticket views, filters and a New ticket button](https://aozo.in/images/docs/cover-helpdesk.webp) ## The Helpdesk menu | Tab | What it is for | | --- | --- | | Tickets | Your inbox of customer requests, with ready-made views | | Customers | The people who contact you | | Knowledge Base | Help articles customers can read without contacting you | | Dashboard | How support is going | | Live Chat | Chat with customers on your website | | Email Logs | Emails sent and received | | Team | Your support agents | | Settings | Chat widget and email branding | ## Where to start 1. Add your support team. 2. Set up the chat widget and email branding in Settings. 3. Write your first help articles in the Knowledge Base. 4. Work the ticket queue every day. --- # Work the ticket queue > Use views, filters and search to find the ticket that needs you, and create tickets by hand. Canonical page: https://aozo.in/docs/helpdesk/work-the-ticket-queue Last updated: 2026-11-12 Product: AOZO Helpdesk Section: Guides The Tickets page opens on “All unresolved”. Every view shows a count so you can see where the work is. ![The AOZO Helpdesk Tickets page with the Helpdesk tabs, ticket views, filters and the New ticket button highlighted](https://aozo.in/images/docs/hd-tickets.webp) 1. Ticket views on the left, each with a count 2. Filters for priority, agent, channel and sort order 3. New ticket 4. Helpdesk tabs along the top ## The ticket views | View | Shows | | --- | --- | | All unresolved | Every ticket that still needs an answer | | My open tickets | Tickets assigned to you | | Unassigned | Tickets nobody owns yet | | Overdue | Tickets past their due time | | Urgent and high | Tickets with a high priority | | Waiting on customer | Tickets where you are waiting for a reply | | Resolved | Tickets you have answered | | Closed | Tickets that are finished | | All tickets | Everything | | Spam | Messages you have marked as spam | ## Work through the day 1. **Start with Unassigned** Open the Unassigned view and give each ticket an owner. If nobody owns it, nobody will answer it. ![The list of ticket views with counts, from All unresolved to Spam](https://aozo.in/images/docs/hd-views.webp) - (1) The ticket views 2. **Handle Urgent and high** Open Urgent and high next, then Overdue. 3. **Filter** Use the Priority, Agent and Channel filters and the Newest first sort to narrow the list. Use the search box to find a ticket or customer. ![The Priority, Agent and Channel filters and the sort order](https://aozo.in/images/docs/hd-filters.webp) - (1) Priority, Agent, Channel and sort 4. **Reply and update** Open a ticket, reply to the customer and set the right status, for example Waiting on customer or Resolved. 5. **Close the loop** Tell the customer when it is resolved, not just when you start working on it. ## Create a ticket by hand 1. **Choose New ticket** Select the blue New ticket button, or press N. ![The New ticket button next to the list and grid layout toggles](https://aozo.in/images/docs/hd-new.webp) - (1) New ticket 2. **Describe the request** Pick the customer and write what they need. 3. **Set priority and owner** Choose a priority and assign an agent, then save. > **Tip:** Give every ticket one owner and one request. Do not mix two problems in one ticket. --- # Write help articles > Publish help articles that let customers solve problems without contacting you. Canonical page: https://aozo.in/docs/helpdesk/knowledge-base Last updated: 2026-11-12 Product: AOZO Helpdesk Section: Guides The Knowledge Base holds help articles. Good articles mean fewer repeat tickets. ![The AOZO Helpdesk Knowledge Base page with article filters, the New article button and the Write an article button highlighted](https://aozo.in/images/docs/hd-kb.webp) 1. All articles, Published and Drafts 2. New article 3. Write an article, shown while the list is empty 4. Helpdesk tabs with Knowledge Base selected 1. **Open the Knowledge Base** In Helpdesk, choose the Knowledge Base tab. A new help desk shows “No articles here yet”. 2. **Write an article** Choose New article or Write an article. Give it a clear title and write the answer in plain words. ![The New article button in the Knowledge Base](https://aozo.in/images/docs/hd-kb-new.webp) - (1) New article 3. **Keep it as a draft or publish it** Save it as a draft while you check it, then publish it. Use the All articles, Published and Drafts views to see where each one is. ![The All articles, Published and Drafts views in the Knowledge Base](https://aozo.in/images/docs/hd-kb-filters.webp) - (1) Article views 4. **Organise with categories** Add categories so customers can browse. The list shows “No categories yet” until you add some. ## What to write about - The questions that come up in tickets again and again. - Steps people get stuck on, with each step in its own line. - Short answers first, then detail. > **Tip:** Once a week, look at the tickets that repeat. Each repeating question is a help article waiting to be written. --- # Habits that make tickets finish > Small habits that keep every request traceable from first email to resolved. Canonical page: https://aozo.in/docs/helpdesk/ticket-habits Last updated: 2026-11-12 Product: AOZO Helpdesk Section: Guides - One request, one ticket. Do not mix two problems in one thread. - Every ticket has an owner. - Use clear statuses: new, in progress, waiting on customer, resolved. - Close the loop. Tell the customer when it is resolved. ## Review weekly Once a week, look at the tickets that sat longest and the questions that repeat. Repeating questions are your cue to write a help article or fix the cause. > **Note:** A ticket is easier to solve when the agent can see the customer’s deal and past invoices next to it. --- # Set up live chat and email branding > Configure the chat widget and branded emails from the Helpdesk settings hub. Canonical page: https://aozo.in/docs/helpdesk/live-chat-and-branding Last updated: 2026-11-12 Product: AOZO Helpdesk Section: Guides The Settings hub in Helpdesk is where you decide how customers reach you and how your emails look. | Setting | What it does | | --- | --- | | Chat widget | Adds live chat to your website | | Email branding | Makes the emails customers receive look like yours | 1. **Open Settings** In Helpdesk choose the Settings tab. 2. **Set up the chat widget** Open the chat widget settings and follow the steps to add the widget to your website. 3. **Brand your emails** Open email branding and add your name and look, so customers recognise your messages. 4. **Watch Live Chat** Open the Live Chat tab to answer visitors as they write in. ### Check what was sent Open the Email Logs tab to see the emails sent and received for your support. --- # AOZO Helpdesk: frequently asked questions > Answers to common questions about AOZO Helpdesk. Canonical page: https://aozo.in/docs/helpdesk/faq Last updated: 2026-11-12 Product: AOZO Helpdesk Section: Reference ## Do I need the other AOZO apps to use AOZO Helpdesk? No. Each AOZO app is its own subscription. Start with AOZO Helpdesk and add others when you’re ready; they share the same login. ## Does it work on my phone? Yes. AOZO works on both phone and desktop. ## Is my data secure? AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO Projects overview > Projects, tasks, boards and time tracking with team analytics. Canonical page: https://aozo.in/docs/projects/overview Last updated: 2026-11-12 Product: AOZO Projects Section: Overview AOZO Projects helps your team plan work, run it on boards, log time and see what is moving and what is blocked. ![A Kanban board with To do, In progress, In review and Done columns and task cards](https://aozo.in/images/docs/pj-board.webp) ## How work is organised 1. Spaces hold your projects, for example one space per team or client. 2. Projects hold lists. 3. Lists hold tasks, each with an owner, a due date, a priority and a status. ## Pages | Page | What it is for | | --- | --- | | Workspace | Spaces, projects and lists with a Kanban board | | My Tasks | Your own tasks in one place | | All Tasks | Every task, for managers, with filters | | Task Dashboard | Graphs of status, completion and trend | | Workload | Who has too much on their plate | | Apps | Connect Figma, Drive, Dropbox, Zoom, Meet and GitHub | ## Who can do what | Role | Can | | --- | --- | | Admin | Create the organisation, invite members, assign and reassign tasks | | Project manager | Assign and reassign tasks in their projects | | Member | Work on tasks, take work for themselves and log time | ## Where to start 1. Create a space and a project. 2. Add lists and tasks, with owners and due dates. 3. Open the board and move tasks as work happens. 4. Check the Task Dashboard and Workload weekly. --- # Plan work on boards > Create projects and tasks, then run them on a Kanban board. Canonical page: https://aozo.in/docs/projects/boards-and-tasks Last updated: 2026-11-12 Product: AOZO Projects Section: Guides ## Before you start - You need access to AOZO Projects. - Decide your spaces, for example one per team or client. 1. **Open the project Workspace** Choose Workspace in AOZO Projects. Your spaces are listed with the projects inside. 2. **Create a project** Choose “New project in this space” and give the project a name. 3. **Add a list** Choose “Add a list” to group related tasks, for example Design or Launch. 4. **Add tasks** Add tasks and set an owner, a due date and a priority on each. 5. **Open the task drawer** Open any task to see its drawer with details, and change its status. 6. **Work on the board** Open the Kanban board and drag tasks across statuses as work moves. ![A Kanban board with To do, In progress, In review and Done columns and task cards](https://aozo.in/images/docs/pj-board.webp) ## Customise statuses Rename, add, move up or down and delete custom statuses so the board matches how your team works. Switch between list and grid views of your projects. ## Find tasks - Search tasks by keyword. - Filter by employee, status, priority and overdue. - Use My Tasks for yours and All Tasks for the whole team. > **Tip:** Only admins and project managers can assign or reassign tasks. Employees can take work for themselves. --- # Schedule with Gantt and critical path > See dependencies, the critical path and workload conflicts. Canonical page: https://aozo.in/docs/projects/schedule-and-critical-path Last updated: 2026-11-12 Product: AOZO Projects Section: Guides The Gantt chart draws bars at the real start and end dates, links tasks by dependency and highlights the critical path, the chain of tasks that decides your finish date. - Dependencies include loop protection, so a task cannot end up waiting on itself. - Workload conflicts and resource levelling help you plan realistically. 1. **Open the schedule** Open the project and choose the schedule or Gantt view. 2. **Link dependent tasks** Link tasks that depend on each other, so a task starts only after the one before it. 3. **Find the critical path** Look at the highlighted chain. Any delay there moves your finish date. ![A Gantt chart with the critical path highlighted](https://aozo.in/images/docs/pj-gantt.webp) 4. **Check workload** Open Workload to see conflicts before you commit to a date. --- # Track time and read the dashboard > Log time against tasks and read status, leaderboard and trend graphs. Canonical page: https://aozo.in/docs/projects/analytics-and-time Last updated: 2026-11-12 Product: AOZO Projects Section: Guides ## Log time 1. **Open a task** Open the task you worked on. 2. **Log your time** Add the time you spent on it. 3. **Review the week** See where the week actually went across tasks and projects. ## Task Dashboard ![A task dashboard with status distribution, a completion leaderboard and a 7-day trend](https://aozo.in/images/docs/pj-dash.webp) | Graph | What it tells you | | --- | --- | | Task status distribution | How many tasks are done, in progress, to do or overdue | | Completion leaderboard | Who is completing the most tasks | | 7-day completion trend | Whether the team is speeding up or slowing down | --- # Balance workload > See who has too much on their plate before deadlines slip. Canonical page: https://aozo.in/docs/projects/workload Last updated: 2026-11-12 Product: AOZO Projects Section: Guides 1. **Open Workload** Choose Workload in AOZO Projects. 2. **Look for conflicts** Find anyone who is over capacity. ![A workload view with one person over capacity and one with room](https://aozo.in/images/docs/pj-load.webp) 3. **Move the work** Reassign tasks to people who have room. Admins and project managers can reassign. 4. **Re-check the schedule** Return to the Gantt view and confirm the critical path still holds. --- # Connect your tools > Link Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub. Canonical page: https://aozo.in/docs/projects/connect-apps Last updated: 2026-11-12 Product: AOZO Projects Section: Guides The Apps page connects design, files, meetings and code to your projects. 1. **Open Apps** Choose Apps in AOZO Projects. 2. **Pick a tool** Choose Figma, Google Drive, Dropbox, Zoom, Google Meet or GitHub and select Connect. ![The Apps page listing Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub with Connect buttons](https://aozo.in/images/docs/pj-apps.webp) 3. **Sign in to the tool** Follow the sign-in steps for that tool. 4. **Use it in a project** Links and files from the tool are available in your projects. > **Note:** GitHub can also be connected from a project’s profile, alongside its team and links. --- # Chat inside a project > Give each project its own chat space in Hubble. Canonical page: https://aozo.in/docs/projects/project-chat Last updated: 2026-11-12 Product: AOZO Projects Section: Guides A project can have its own chat space in Hubble, so the conversation stays next to the tasks. 1. **Open the project** Open the project you want to talk about. 2. **Open its chat** Choose the project’s chat to open its Hubble space. 3. **Mention people** Type @ and a name to bring someone in. See the Hubble docs for spaces, mentions and calls. --- # AOZO Projects: frequently asked questions > Answers to common questions about AOZO Projects. Canonical page: https://aozo.in/docs/projects/faq Last updated: 2026-11-12 Product: AOZO Projects Section: Reference ## What is AOZO Projects? AOZO Projects is project management software for projects, tasks, boards and time tracking, with team analytics. ## What analytics does Projects give? Task status distribution, a completion leaderboard and a 7-day trend for your organisation. ## Who can manage a Projects organisation? The person who creates an organisation becomes its admin and can invite members. ## Who can assign tasks? Only admins and project managers can assign or reassign tasks. Employees can take work for themselves. ## Does it have a Gantt chart? Yes. The Gantt chart shows bars at the real dates, task dependencies and the critical path, and AOZO Projects flags workload conflicts. ## Which tools can I connect? The Apps page connects Figma, Google Drive, Dropbox, Zoom, Google Meet and GitHub. ## Can my team chat inside a project? Yes. A project can have its own chat space in Hubble, so the conversation stays next to the work. ## Do I need the other AOZO apps to use AOZO Projects? No. Each AOZO app is its own subscription. Start with AOZO Projects and add others when you’re ready; they share the same login. ## Does it work on my phone? Yes. AOZO works on both phone and desktop. ## Is my data secure? AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO Accounting overview > GST invoicing, quotations, items, expenses and GST reports for Indian businesses. Canonical page: https://aozo.in/docs/accounting/overview Last updated: 2026-11-12 Product: AOZO Accounting Section: Overview AOZO Accounting is GST invoicing and accounting software. Invoices carry GSTIN and HSN details, payments are tracked as Paid, Partially paid, Unpaid or Overdue, and everything is connected to CRM deals and customers. ![The AOZO Accounting invoices page with payment status, totals and a Create Invoice button](https://aozo.in/images/docs/cover-accounting.webp) ## What is inside | Area | What it is for | | --- | --- | | Quotations and proposals | Offers you send before the sale | | Invoices and receipts | GST invoices, PDF receipts and payment tracking | | Products (items) | SKU, HSN or SAC code, unit, GST rate and price | | Customers | GSTIN, contacts and outstanding balance | | Expenses | Spend by category and payment mode | | Credit and debit notes | Corrections against invoices | | Recurring invoices | Repeat billing and retainers | | Sales orders and delivery challans | Orders and dispatch documents | | GST reports | Reports built from your invoices | > **Note:** In AOZO CRM, Billing in the top menu opens quotations, invoices and your product catalogue. --- # Create a GST invoice > Issue a tax invoice with GSTIN and HSN details and share a PDF receipt. Canonical page: https://aozo.in/docs/accounting/create-an-invoice Last updated: 2026-11-12 Product: AOZO Accounting Section: Guides Invoices are created from the Commercial Invoices and Bills tab. Customers keep their GSTIN, and products keep their HSN or SAC code, so each invoice starts with complete data. ## Before you start - Add the customer, with their GSTIN if they are registered. - Add the products or services you sell, with their HSN or SAC code and GST rate. - Add your own GSTIN and address in your organisation settings. ![The Billing tabs with Quotations and Proposals and Commercial Invoices and Bills, and the Create Invoice button highlighted](https://aozo.in/images/docs/acc-header.webp) 1. The two Billing tabs: Quotations and Proposals, Commercial Invoices and Bills 2. Create Invoice 1. **Open Commercial Invoices and Bills** In Billing, choose the Commercial Invoices and Bills tab. The page is marked “GST and tax compliant”. ![The top menu with the Billing menu highlighted](https://aozo.in/images/docs/crm-menu-billing.webp) - (1) Billing 2. **Choose Create Invoice** Select the blue Create Invoice button at the top right. 3. **Pick the customer** Choose the customer. Their GSTIN comes from the customer record. 4. **Add items** Add the products or services with quantities. Each line carries its HSN or SAC code and GST rate. 5. **Check the totals** Review the taxable amount, the tax and the total in rupees. 6. **Save and share** Save the invoice, then generate the PDF receipt to send to your customer. ## Good to know - You can issue partial invoices for part of an order. - A quotation can be converted into an invoice, or into a pro-forma invoice. - Real PDF documents are generated for sharing and printing. > **Tip:** Store customers’ GSTINs and products’ HSN codes once. Then create invoices from a quotation so every invoice starts with complete data. > **Heads up:** Please confirm GST rates and place-of-supply rules for your business with your accountant. --- # Send quotations and proposals > Send a proposal, then convert it to an invoice in one click. Canonical page: https://aozo.in/docs/accounting/quotations Last updated: 2026-11-12 Product: AOZO Accounting Section: Guides A quotation is an offer. It is not a demand for payment, and the customer can accept, negotiate or walk away. 1. **Open Quotations and Proposals** In Billing choose the Quotations and Proposals tab. 2. **Create a quotation** Add the customer and the items you are offering, with prices. 3. **Send it** Share the quotation with the customer. 4. **Convert it** When they accept, convert the quotation into an invoice. If the customer needs something to arrange payment first, convert it into a pro-forma invoice instead. | Document | Use it for | | --- | --- | | Quotation | An offer before the sale | | Pro-forma invoice | A preview of the final bill, for example for a purchase order | | Tax invoice | The real document that records the sale and carries the GST details | --- # Track payments > See paid, partly paid, unpaid and overdue invoices at a glance. Canonical page: https://aozo.in/docs/accounting/track-payments Last updated: 2026-11-12 Product: AOZO Accounting Section: Guides The top of the invoices page shows your totals, and the smart views take you straight to the invoices that need attention. ![The invoice totals for total invoiced, payments collected, pending receivables and overdue invoices, and the row of smart views](https://aozo.in/images/docs/acc-kpis.webp) 1. Four totals 2. Smart views | Total | Meaning | | --- | --- | | Total invoiced | The amount you have billed, and how many bills | | Payments collected | What customers have paid | | Pending receivables | What is still to be paid | | Overdue invoices | Invoices past their due date | ## Smart views | View | Shows | | --- | --- | | All Invoices | Everything | | Paid (100%) | Invoices paid in full | | Partial Advance | Invoices with a part-payment | | Unpaid and Pending | Invoices nobody has paid yet | | Overdue Bills | Invoices past their due date | | High Value (₹1L and above) | Large invoices worth watching | | Proforma Invoices | Pro-forma invoices | | Invoiced Today | Bills raised today | ## Find a specific invoice ![The invoice list with status filters, a search box, Advanced Filters and the columns for payment status, invoice number, customer, CRM connections, dates and billed amount](https://aozo.in/images/docs/acc-table.webp) 1. Filters for All Invoices, Paid, Partially Paid, Unpaid and Overdue 2. Search by invoice number, client, email or phone 3. Advanced Filters 4. Columns: payment status, invoice number, customer or client, CRM connections, dates and billed amount 1. **Pick a status** Choose All Invoices, Paid (100%), Partially Paid, Unpaid or Overdue. 2. **Search** Type an invoice number, a client name, an email address or a phone number. 3. **Narrow it down** Use Advanced Filters, and the Columns button to choose what the list shows. 4. **Open an invoice** Open it to record a payment, download the PDF receipt or see the CRM deal it is linked to. > **Tip:** Start the week with Overdue Bills. A short polite reminder, sent early, collects more than a long one sent late. --- # Manage your product catalogue > Keep SKU, HSN or SAC code, unit, GST rate and price in one catalogue. Canonical page: https://aozo.in/docs/accounting/manage-items Last updated: 2026-11-12 Product: AOZO Accounting Section: Guides The product catalogue feeds every quotation and invoice, so you type each product once. ![The All Products page with the Create Product button, the system filters and the product table columns highlighted](https://aozo.in/images/docs/acc-products.webp) 1. Create Product 2. System filters: All Products, Active, Inactive, Goods, Services and Missing HSN or SAC 3. Columns: product name, type, HSN or SAC, unit price, GST, unit and status 1. **Open the catalogue** In Billing, open Products. The page title shows “All Products”. ![The top menu with the Billing menu highlighted](https://aozo.in/images/docs/crm-menu-billing.webp) - (1) Billing 2. **Choose Create Product** Select the blue Create Product button. 3. **Describe the product** Enter the name, whether it is goods or a service, its HSN or SAC code, unit price, GST rate and unit. 4. **Save** The product appears in the list with an Active status and is ready to add to invoices. ## Keep the catalogue clean - Use the Missing HSN or SAC filter to find products that need a code. - Use Active and Inactive to retire products without deleting them. - Filter by Type, GST Rate or Unit to review groups of products. - Choose Export to download the catalogue. --- # Customers and expenses > Keep customers with their GSTIN and log your expenses. Canonical page: https://aozo.in/docs/accounting/customers-and-expenses Last updated: 2026-11-12 Product: AOZO Accounting Section: Guides ## Customers Customers carry their GSTIN, contacts and outstanding balance, and connect to CRM deals and customers. Add them once and pick them on every quotation and invoice. ## Expenses 1. **Open Expenses** Choose Expenses in Accounting. 2. **Add an expense** Enter the amount, the category and the payment mode. 3. **Review** Use the list to see what you spent and how you paid. --- # Credit notes, recurring invoices and orders > Issue credit and debit notes, set up recurring billing and manage sales orders and challans. Canonical page: https://aozo.in/docs/accounting/notes-recurring-orders Last updated: 2026-11-12 Product: AOZO Accounting Section: Guides | Document | Use it for | | --- | --- | | Credit note | Reduce an invoice, for example for a return or a discount after billing | | Debit note | Increase an invoice, for example for extra charges | | Recurring invoice or retainer | Bill the same customer on a schedule | | Sales order | Confirm an order before you invoice it | | Delivery challan | A dispatch document for goods you send | | Pro-forma invoice | A preview of the bill, for a customer who needs it first | > **Tip:** If an invoice is wrong after it has gone out, issue a credit note instead of editing it. Your records stay clean. --- # GST reports > Use GST reports built from the invoices you issue. Canonical page: https://aozo.in/docs/accounting/gst-reports Last updated: 2026-11-12 Product: AOZO Accounting Section: Guides GST reports come from the same invoices you already create, so filing time starts from complete data. 1. **Open GST Reports** Choose Reports, then GST Reports in Accounting. 2. **Pick the period** Choose the month or period you want. 3. **Review** Check the figures against your invoices and share them with your accountant. > **Note:** Please confirm tax rates and filing details with your accountant. --- # AOZO Accounting: frequently asked questions > Answers to common questions about AOZO Accounting. Canonical page: https://aozo.in/docs/accounting/faq Last updated: 2026-11-12 Product: AOZO Accounting Section: Reference ## What is AOZO Accounting? AOZO Accounting is GST invoicing and accounting software with quotations, items, expenses and GST reporting. ## Does it support GST invoices? Yes. Invoices carry GSTIN and HSN details, and you can track Paid, Partially paid, Unpaid and Overdue invoices. ## Can I turn a quotation into an invoice? Yes. Send a proposal, then convert it to an invoice in one click. A quotation can also be converted to a pro-forma invoice. ## Can I manage items and stock? Yes. The price master holds items with SKU, HSN code, unit, price and stock. ## Can I log expenses? Yes. Expenses are logged with a category, amount and payment mode. ## Is it connected to CRM? Yes. Invoices are connected to CRM deals and customers, so sales and billing share the same records. ## Can I send receipts to customers? Yes. You can generate PDF receipts and send them to your customers. ## Do I need the other AOZO apps to use AOZO Accounting? No. Each AOZO app is its own subscription. Start with AOZO Accounting and add others when you’re ready; they share the same login. ## Does it work on my phone? Yes. AOZO works on both phone and desktop. ## Is my data secure? AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO Teams overview > Employee directory, attendance, leave, shifts and payroll in one place. Canonical page: https://aozo.in/docs/teams/overview Last updated: 2026-11-12 Product: AOZO Teams Section: Overview AOZO Teams is HRMS software for your people. Admins see organisation-wide stats, and employees see their own attendance, leave and payslips. ![The AOZO Teams Employee Directory with status tabs, filters and an Add Team Member button](https://aozo.in/images/docs/cover-teams.webp) ## Modules | Module | What it is for | | --- | --- | | Employee Directory | Everyone, their role, department, job title and status | | Attendance | Who worked when | | Leave | Accrual, comp-off, requests and approvals | | Shifts and rosters | Plan shifts and publish the roster | | Payroll | Salary structures, statutory deductions, payslips and bank export | ## Admin and employee views Admins manage people and payroll and see organisation-wide stats. Employees see only their own attendance, leave and payslips. ## Where to start 1. Add your team to the Employee Directory. 2. Set up leave and comp-off. 3. Plan shifts if you work in shifts. 4. Set up salary structures and run payroll. --- # Manage the employee directory > Add team members and track active, notice period, left and inactive staff. Canonical page: https://aozo.in/docs/teams/employee-directory Last updated: 2026-11-12 Product: AOZO Teams Section: Guides The Employee Directory lists everyone in your organisation with their role, department, job title and status. ![The Employee Directory with status tabs, a search box, department and role filters, and the Add Team Member button highlighted](https://aozo.in/images/docs/tm-directory.webp) 1. Status tabs: All Employees, Active, Notice Period, Left or Resigned, Terminated or Inactive 2. Search by employee, email or job title 3. Department and role filters 4. Add Team Member ## Add a team member 1. **Open Employee Directory** Choose Employee Directory in AOZO Teams. 2. **Choose Add Team Member** Select the blue Add Team Member button at the top right. ![The Add Team Member button](https://aozo.in/images/docs/tm-dir-add.webp) - (1) Add Team Member 3. **Enter the details** Add their name, email, role, department and job title. 4. **Save** They appear in the list with an Active status. Everyone is also visible to the owner and admins. ## Find and filter people - Search by employee name, email or job title. - Filter by department and by role. - Use the tabs to see Active people, people in a Notice Period, people who Left or Resigned, and people who were Terminated or are Inactive. ![The status tabs: All Employees, Active, Notice Period, Left or Resigned, Terminated or Inactive](https://aozo.in/images/docs/tm-dir-tabs.webp) 1. Status tabs, each with a count ![The employee search box and the department and role filters](https://aozo.in/images/docs/tm-dir-filters.webp) 1. Search by employee, email or job title 2. Department and role filters ## What each row shows | Column | Meaning | | --- | --- | | Employee | Name and email | | Role | Their access level, for example Owner | | Department | The team they belong to, or Unassigned | | Status | Active, Notice Period, Left and so on | | Job title | What they do | | Actions | View, edit or remove | > **Tip:** Keep Status up to date. When someone leaves, change their status the same day so their access and payroll follow. --- # Set up leave and comp-off > Understand accrual, balances, requests, approvals and the leave ledger. Canonical page: https://aozo.in/docs/teams/leave-and-comp-off Last updated: 2026-11-12 Product: AOZO Teams Section: Guides Leave accrues automatically each month, and employees apply and track their requests in the same place. ![The Leave Accrual, Comp-Off and Approvals page with leave balance cards, the Leave Ledger, Request Comp-Off and Apply Leave buttons and the Leave Applications and History table highlighted](https://aozo.in/images/docs/tm-leave.webp) 1. Balances for casual, sick and earned leave and the comp-off balance 2. Request Comp-Off 3. Apply Leave 4. Leave Ledger 5. Leave Applications and History ## What you see | Card | Meaning | | --- | --- | | Casual leave (CL) | Balance, with how much accrues each month | | Sick leave (SL) | Balance, with how much accrues each month | | Earned leave (EL or PL) | Balance, with how much accrues each month and what carries over | | Comp-off balance | Time off earned for weekend and holiday work | ## Apply for leave 1. **Open Leave** Choose Leave in AOZO Teams. 2. **Choose Apply Leave** Select the Apply Leave button. ![The Leave Ledger, Request Comp-Off and Apply Leave buttons with Apply Leave highlighted](https://aozo.in/images/docs/tm-leave-apply.webp) - (1) Apply Leave 3. **Fill in the request** Pick the leave type, the dates and a reason. 4. **Submit** The request appears under Leave Applications and History with its status. ![The Leave Applications and History table](https://aozo.in/images/docs/tm-leave-history.webp) - (1) Leave Applications and History ## Claim comp-off When you work a weekend or a holiday, choose Request Comp-Off. The balance shows how much comp-off you have earned and how long it stays valid. ![The Request Comp-Off button](https://aozo.in/images/docs/tm-leave-comp.webp) 1. Request Comp-Off ## Check how a balance changed Open the Leave Ledger to see every accrual, use and adjustment behind your balances. ![The Leave Ledger button](https://aozo.in/images/docs/tm-leave-ledger.webp) 1. Leave Ledger > **Tip:** Admins approve or reject requests; employees see the outcome in their own view. --- # Run payroll > Run payroll with EPF, ESI, Professional Tax and TDS, then export a bank NEFT batch. Canonical page: https://aozo.in/docs/teams/run-payroll Last updated: 2026-11-12 Product: AOZO Teams Section: Guides The Payroll hub automates statutory deductions and exports a bank batch for salary runs. ![The Payroll and Salary Disbursals page with the Export Bank NEFT Batch, Salary Structures, Bulk Run Payroll and Single Payslip buttons, the summary cards and the payroll records log highlighted](https://aozo.in/images/docs/tm-payroll.webp) 1. Export Bank NEFT Batch 2. Salary Structures 3. Bulk Run Payroll 4. Single Payslip 5. Summary: total net disbursal, statutory deductions, paid and pending 6. Payroll Records Log ## Before you start - Your employees are in the Employee Directory. - Each employee has a salary structure. - Your attendance and leave for the month are up to date. ## Run the month 1. **Set up salary structures** Choose Salary Structures and define how each employee’s pay is made up. ![The Salary Structures button on the payroll page](https://aozo.in/images/docs/tm-pay-structures.webp) - (1) Salary Structures 2. **Pick the month** In the Payroll Records Log choose the month, for example September 2026. ![The month, status and employee filters in the Payroll Records Log](https://aozo.in/images/docs/tm-pay-log.webp) - (1) Month - (2) All, Paid or Pending - (3) Employee 3. **Run payroll** Choose Bulk Run Payroll to process everyone, or Single Payslip for one person. ![The Bulk Run Payroll button](https://aozo.in/images/docs/tm-pay-bulk.webp) - (1) Bulk Run Payroll 4. **Review the records** The log shows each employee’s period, gross earnings, statutory deductions, net take-home and status. Filter by All, Paid or Pending, or by employee. 5. **Export the bank batch** Choose Export Bank NEFT Batch to download the file for your bank. ![The Export Bank NEFT Batch button](https://aozo.in/images/docs/tm-pay-export.webp) - (1) Export Bank NEFT Batch 6. **Share payslips** Employees see their own payslips in their own view. ## Statutory deductions | Deduction | In plain words | | --- | --- | | EPF | Provident fund contributions | | ESI | Employees’ State Insurance | | Professional Tax | State tax on salaried people | | TDS | Income tax deducted at source | > **Note:** Please confirm deduction rules and due dates for your business with your accountant. --- # Plan shifts and rosters > Schedule shifts, handle timings and timezones and publish the roster. Canonical page: https://aozo.in/docs/teams/shifts-and-rosters Last updated: 2026-11-12 Product: AOZO Teams Section: Guides Shift and Roster Management helps you plan employee shift rotations, handle multiple timezones and publish the roster. ![The Shift and Roster Management page with the Schedule Shift button and the roster columns highlighted](https://aozo.in/images/docs/tm-shifts.webp) 1. Schedule Shift 2. Roster columns: employee, shift name, timing, timezone, date and actions 1. **Open Shifts** Choose Shifts in AOZO Teams. 2. **Choose Schedule Shift** Select the Schedule Shift button. ![The Schedule Shift button](https://aozo.in/images/docs/tm-shift-add.webp) - (1) Schedule Shift 3. **Fill in the shift** Pick the employee, the shift name, the timing, the timezone and the date. 4. **Save and publish** The shift appears in the roster. Publish the roster so employees can see it. > **Tip:** If your team works across timezones, set the timezone on each shift so everyone sees the right time. --- # AOZO Teams: frequently asked questions > Answers to common questions about AOZO Teams. Canonical page: https://aozo.in/docs/teams/faq Last updated: 2026-11-12 Product: AOZO Teams Section: Reference ## What is AOZO Teams? AOZO Teams is HRMS software for the employee directory, attendance, leave, shifts and payroll. ## Does it handle Indian payroll compliance? Yes. Payroll supports statutory deductions such as EPF, ESI, Professional Tax and TDS, and a bank NEFT batch export. ## Can it manage comp-off and leave? Yes. Leave management covers accrual, comp-off, balances, requests and approvals with a leave ledger. ## Do employees see their own data? Yes. Admins see organisation-wide stats, and employees see their own personal view. ## Can it manage shifts and rosters? Yes. You can plan shifts, handle timings and timezones, and publish the roster. ## Does AOZO Teams use AI? AI can answer policy questions for employees and flag unusual attendance patterns for HR. ## Do I need the other AOZO apps to use AOZO Teams? No. Each AOZO app is its own subscription. Start with AOZO Teams and add others when you’re ready; they share the same login. ## Does it work on my phone? Yes. AOZO works on both phone and desktop. ## Is my data secure? AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # Hubble overview > Spaces and channels, direct messages, calls, meetings and AI copilot messaging. Canonical page: https://aozo.in/docs/hubble/overview Last updated: 2026-11-12 Product: Hubble Section: Overview Hubble is AOZO’s team chat. It sits next to your work and uses your AOZO sign-in, with membership checked per workspace. ![Three Hubble mobile screens: Direct Messages, Channels and Meet](https://aozo.in/images/docs/cover-hubble.webp) ## What is inside | Area | What it is for | | --- | --- | | Direct messages | One-to-one and group chats | | Channels and spaces | Team, topic and project conversations | | Meet | Instant video and voice calls and scheduled meetings | | Directory | Your teammates and their availability | | Settings | Your profile, workspace and notification preferences | ## Where to start 1. Open Hubble and join the spaces your team uses. 2. Message a teammate directly. 3. Start a call from a conversation when typing gets slow. 4. Try Copilot in the message box. --- # Organise conversations with spaces > Create team spaces, private groups, project spaces and announcement spaces. Canonical page: https://aozo.in/docs/hubble/spaces-and-channels Last updated: 2026-11-12 Product: Hubble Section: Guides Spaces and channels keep conversations organised by team, topic or project, so people find what they need. ![The Hubble mobile Channels screen listing channels such as general announcements, engineering core, product design, marketing growth, leadership team and customer success, each with its latest message and unread count](https://aozo.in/images/docs/hubble-channels.webp) | Kind | Use it for | | --- | --- | | Team space | A team or topic everyone can join | | Private space | Sensitive conversations for the right people | | Project space | A chat that sits next to a project’s tasks | | Announcement space | Updates where only admins post | 1. **Open Channels** In Hubble, open the Channels list. 2. **Add a space** Choose to add a space and give it a name. 3. **Choose who can join** Decide whether it is open or private. 4. **Add members** Use the member picker, which searches your workspace. 5. **Pin what matters** Pin important messages so they do not scroll away. > **Tip:** Name spaces for what they are for, for example #sales or #support, so people join the right ones. --- # Send messages, mentions and files > Direct messages, @mentions, attachments and notifications. Canonical page: https://aozo.in/docs/hubble/messages-and-mentions Last updated: 2026-11-12 Product: Hubble Section: Guides ![The Hubble mobile Direct Messages screen listing conversations with names, the latest message, the time and unread counts](https://aozo.in/images/docs/hubble-dm.webp) 1. **Open Direct messages** Choose Direct to see your one-to-one and group chats, with unread counts. 2. **Start a chat** Pick a teammate, or search for one, and write your message. 3. **Mention someone** Type @ and a name to mention a teammate. They get a notification. 4. **Attach a file** Add a file in the conversation instead of sending it by email. - You can see when someone is typing. - Unread counts show which chats need you. - New messages arrive without a refresh. --- # Start a call or schedule a meeting > Start a voice or video call from the conversation, or schedule one for later. Canonical page: https://aozo.in/docs/hubble/calls-and-meetings Last updated: 2026-11-12 Product: Hubble Section: Guides ![The Hubble mobile Meet screen with a Start Instant Meeting button, a field to join with a room code and an option to create a named meeting room](https://aozo.in/images/docs/hubble-meet.webp) 1. **Open Meet** Choose Meet in Hubble. 2. **Start now** Choose Start Instant Meeting to start an instant video and voice call, and copy the meeting link to share. 3. **Join with a code** Enter a room code and choose Join to join a meeting someone else started. 4. **Create a named room** Give a meeting room a name, for example for a recurring sync, and choose Launch. 5. **Schedule one for later** You can also start a call or schedule a meeting from a conversation, and share it in the space. --- # Use Hubble on your phone > The team directory, settings and notifications on mobile. Canonical page: https://aozo.in/docs/hubble/hubble-on-mobile Last updated: 2026-11-12 Product: Hubble Section: Guides Hubble works on your phone as well as on desktop, with the same login and workspace. ![The Hubble mobile Team Directory screen with a search box, filters for all, online, engineering and design, and a list of teammates with their roles](https://aozo.in/images/docs/hubble-directory.webp) ![The Hubble mobile Settings and Profile screen with the current workspace, security options and preferences](https://aozo.in/images/docs/hubble-settings.webp) - Search the team directory by name or role and start a chat in one tap. - Open a chat, reply, and tap back to return to your list. - Use Settings to switch workspace and change your preferences. --- # Use Copilot in the composer > Draft, rewrite and summarise inside the conversation. Canonical page: https://aozo.in/docs/hubble/copilot Last updated: 2026-11-12 Product: Hubble Section: Guides 1. **Open a conversation** Open the space or chat where you want help. 2. **Ask Copilot** In the message box, ask Copilot to draft a message, or select your text and ask it to rewrite, for example to make it friendlier. 3. **Summarise** In a busy channel, ask Copilot to summarise what you missed. 4. **Turn a thread into tasks** Ask Copilot to pull the action items out of a thread and turn them into tasks. 5. **Review and send** Edit what Copilot suggests, then send. > **Note:** You review and edit everything Copilot suggests before you send it. --- # Hubble: frequently asked questions > Answers to common questions about Hubble. Canonical page: https://aozo.in/docs/hubble/faq Last updated: 2026-11-12 Product: Hubble Section: Reference ## What is Hubble? Hubble is AOZO’s team communication app, with spaces and channels, direct messages, calls, meeting scheduling and AI copilot messaging. ## Does Hubble support calls and meetings? Yes. You can start a call or schedule a meeting from the conversation. ## Do I need a separate login for Hubble? No. You sign in with your AOZO account, and membership is checked per workspace. ## Can I chat inside a project? Yes. Projects can have their own chat space, so the conversation stays next to the work. ## What can Copilot do in Hubble? Copilot helps you draft and rewrite messages from the composer, summarises busy channels and can turn a thread into tasks. ## Does it work on my phone? Yes. AOZO works on both phone and desktop, and Hubble has a mobile experience for chats on the go. ## Do I need the other AOZO apps? No. Each AOZO app is its own subscription. Start with Hubble and add others when you’re ready; they share the same login. ## Is my data secure? AOZO offers two-factor sign-in with email OTP, authenticator apps and passkeys, plus roles and activity logs. Our practices are written around India’s DPDP Act, 2023. --- # AOZO POS overview > Table QR ordering, billing and kitchen display for restaurants, cafés and QSRs. Canonical page: https://aozo.in/docs/pos/overview Last updated: 2026-11-12 Product: AOZO POS Section: Overview Guests scan a QR on their table, order and pay from their phone. The order reaches your kitchen screen in seconds, and your cashier closes the GST bill without typing anything twice. ![The AOZO POS billing screen with menu items, the cart, GST and payment buttons](https://aozo.in/images/docs/cover-pos.webp) ## How a table order flows 1. The guest scans the table QR. The menu opens in their browser with prices, veg and non-veg marks and photos. 2. A ticket appears on the kitchen display with a chime, and the KOT can be printed. 3. The guest sees live status: Received, Preparing, Ready, Served. 4. The guest sees the itemised bill with GST and a UPI QR for the exact amount. The cashier marks it paid and prints the invoice. ## The screens your team uses | Screen | Used by | What it is for | | --- | --- | --- | | POS and Billing | Cashier | Take counter orders and bill them | | Orders | Cashier, owner | See every order | | Tables and Floor | Waiter, cashier | See tables, waiter calls and running bills | | Kitchen Display | Kitchen | See and update tickets | | Menu, Tables and QR, Inventory and Recipes | Owner | Set up your menu, QR codes and stock | | Dashboard and Reports | Owner | Read your numbers | ## What you need - A laptop, desktop or tablet with a modern browser for the counter and the kitchen. - A standard 80mm thermal printer for KOTs and bills. - An internet connection. AOZO POS does not work offline. --- # Set up QR ordering > Add tables, print one QR per table and test before your first service. Canonical page: https://aozo.in/docs/pos/set-up-qr-ordering Last updated: 2026-11-12 Product: AOZO POS Section: Guides QR ordering works best when the basics are ready before the dinner rush. ## What guests see ![The guest QR menu on a phone with the restaurant name and table, a search box, a veg filter, categories, dishes with prices and Add buttons, and a Call staff button](https://aozo.in/images/docs/pos-qr-menu.webp) ![The guest order status screen on a phone showing the order number, progress through Received, Preparing, Ready and Served, the itemised bill with GST and a Pay with UPI section](https://aozo.in/images/docs/pos-qr-track.webp) ## Set it up 1. **Check your menu** Put categories in the order guests expect, check veg and non-veg marks on every dish, and update prices and photos. 2. **Mark what is unavailable** Mark anything not available today as sold out. It disappears from ordering instantly. 3. **Add your tables** Open Tables and QR and add every table. 4. **Print the QR codes** Print one QR per table from the dashboard. 5. **Place them** Stick the QRs where guests can scan without moving plates. 6. **Test** Place one order from your own phone in each section of the floor and watch it reach the kitchen. ## Guest buttons and approval Guests can tap Call waiter, Water and Bring the bill from the menu. You can also require staff approval so QR orders are accepted before they reach the kitchen. --- # Take orders at the counter > Use the POS screen for dine-in, takeaway and delivery, with GST and UPI. Canonical page: https://aozo.in/docs/pos/counter-billing Last updated: 2026-11-12 Product: AOZO POS Section: Guides ![The POS billing screen with the search box, menu categories, the Dine-in, Takeaway and Delivery switch, the Send to kitchen button and the Cash, UPI and Card payment buttons highlighted](https://aozo.in/images/docs/pos-billing.webp) 1. Search items, and press / to focus 2. Menu categories and veg filter 3. Order type: Dine-in, Takeaway or Delivery 4. Send to kitchen 5. Payment: Cash, UPI or Card 1. **Open POS and Billing** Choose POS and Billing in the left menu. 2. **Choose the order type** Pick Dine-in, Takeaway or Delivery. For dine-in, choose the table. 3. **Add items** Search for a dish or tap it in the menu. Use the minus and plus buttons to change quantity, and add a note such as “less spicy”. 4. **Add the customer and a kitchen note** Enter a name and phone if you need them, and a note for the kitchen. 5. **Check the bill** The panel shows subtotal, discount, GST and the total. 6. **Send to kitchen** Choose Send to kitchen. The ticket appears on the kitchen display. 7. **Take payment** Choose Cash, UPI or Card. Tick “Print receipt after payment” to print on an 80mm printer. > **Tip:** Use “add items to running order” to add a second round to a table’s open order instead of starting a new bill. --- # Use the kitchen display > Run it on any tablet or TV with a browser. Canonical page: https://aozo.in/docs/pos/kitchen-display Last updated: 2026-11-12 Product: AOZO POS Section: Guides The kitchen display shows every active ticket, colour-coded by stage. ![The kitchen display with a colour legend for New, Preparing, Ready and Late tickets, ticket cards with Served and Ready buttons, and a Start button highlighted](https://aozo.in/images/docs/pos-kitchen.webp) 1. Legend: New, Preparing, Ready and Late (over 20 minutes) 2. Served or Ready, to move a ticket on 3. Start, to begin a new ticket 1. **Open Kitchen Display** Choose Kitchen Display in the menu on a tablet or TV. 2. **Start a ticket** Choose Start when you begin cooking. The ticket moves to Preparing. 3. **Tick off items** Tap an item to tick it off. Notes such as “less spicy” show on the ticket. 4. **Mark it Ready** Tap Ready when the food is done. The guest’s phone updates. 5. **Mark it Served** Tap Served when it reaches the table. 6. **Print a KOT** Use the printer icon on any ticket to print a KOT. > **Note:** Tickets turn red after 20 minutes so late orders stand out. --- # Manage the floor > See free, occupied and needs-attention tables with running bills. Canonical page: https://aozo.in/docs/pos/floor-view Last updated: 2026-11-12 Product: AOZO POS Section: Guides ![The Tables and Floor view with a waiter call banner at the top and table cards showing free, occupied and needs-attention tables with running bills](https://aozo.in/images/docs/pos-floor.webp) 1. Waiter calls appear at the top, with a sound 2. Table cards with status, seats and running bill 1. **Open Tables and Floor** Choose Tables and Floor in the menu. 2. **Read the colours** Free tables are green, occupied are yellow and tables that need attention are red. 3. **Answer calls** Waiter calls, for example “Water please”, appear at the top. Choose Done when you have helped. 4. **Start an order** Choose Order on a table to start a POS order for it in one tap. 5. **See the bill** Choose View to see every open order on the table and its status. --- # Billing, GST and UPI > Itemised GST bills, optional service charge and a UPI QR for the exact amount. Canonical page: https://aozo.in/docs/pos/billing-and-payments Last updated: 2026-11-12 Product: AOZO POS Section: Guides - Bills show CGST and SGST and your GSTIN. - Add an optional service charge. - The guest’s bill carries a UPI QR payable from GPay, PhonePe, Paytm or BHIM. - Record cash and card payments at the counter. - Print receipts on an 80mm thermal printer. ## Set up GST 1. **Open Settings** Choose Settings in the menu. 2. **Add your GSTIN** Enter your GSTIN so it prints on every invoice. 3. **Set the tax rate** Set the GST rate for your menu, which shows as CGST and SGST. 4. **Add a service charge (optional)** Turn on the service charge if you use one. > **Note:** Please confirm the right tax rates for your menu with your accountant. ### How guests pay by UPI The bill on the guest’s phone shows a UPI QR and a “Pay via UPI app” button for the exact amount. Once you see the payment, your cashier marks the order paid. --- # Inventory and recipes > Link ingredients to dishes so every sale deducts stock. Canonical page: https://aozo.in/docs/pos/inventory-and-recipes Last updated: 2026-11-12 Product: AOZO POS Section: Guides ![The Inventory and Recipes page with the Add Ingredient button, the Stock and Recipes and food cost tabs, and the stock in and out buttons highlighted](https://aozo.in/images/docs/pos-inventory.webp) 1. Add an ingredient 2. Stock and Recipes and food cost tabs 3. In and Out buttons to record stock changes 1. **Add your ingredients** Open Inventory and Recipes and choose Ingredient to add each one with its unit, stock, alert level and cost. 2. **Enter each recipe once** Open Recipes and food cost and enter the recipe, for example 150 g paneer and 30 g butter per Paneer Butter Masala. 3. **Sell as normal** Every plate sold now deducts the ingredients. 4. **Record stock changes** Use In and Out to record stock coming in and wastage, with one click. 5. **Watch the alerts** Low-stock alerts appear on the dashboard when an ingredient falls below its alert level. - Food cost and cost % show for every dish. - The Stock tab lists ingredient, stock, alert level, cost per unit and stock value. > **Note:** Inventory and recipe costing is available on the Growth and Pro plans. --- # Reports > Close the day knowing your numbers. Canonical page: https://aozo.in/docs/pos/reports Last updated: 2026-11-12 Product: AOZO POS Section: Guides ![The owner dashboard with revenue, orders, average bill and QR orders, sales by hour and best sellers highlighted](https://aozo.in/images/docs/pos-dashboard.webp) 1. Today’s revenue, orders, average bill and QR orders 2. Sales by hour for today 3. Best sellers for the last 7 days | Report | Shows | | --- | --- | | Revenue today | Sales so far, against yesterday | | Orders today | How many orders, against yesterday | | Average bill | The typical bill | | QR orders | How many orders came from QR, as a share of all orders | | Sales by hour | When your busy periods are | | Best sellers | Your top dishes by units sold | | Payment-mode split | Cash, card and UPI | | GST collected | Tax collected on bills | > **Tip:** Check Sales by hour weekly. It shows when to staff up and when to run an offer. --- # Staff logins and roles > Give owner, cashier, waiter and kitchen their own logins. Canonical page: https://aozo.in/docs/pos/staff-and-roles Last updated: 2026-11-12 Product: AOZO POS Section: Guides Each role sees only the screens it needs. Plans limit staff logins: Starter 2, Growth 10, Pro 50. | Role | Sees | | --- | --- | | Owner | Everything, including reports and settings | | Cashier | POS and Billing and Orders | | Waiter | Tables and Floor | | Kitchen | The Kitchen Display | > **Heads up:** Remove a login the same day a team member leaves. --- # AOZO POS: frequently asked questions > Answers to common questions about AOZO POS. Canonical page: https://aozo.in/docs/pos/faq Last updated: 2026-11-12 Product: AOZO POS Section: Reference ## Do guests need to download an app? No. The QR opens your menu in the phone’s browser, whether that is Chrome, Safari or anything else. No login, no app. ## What hardware do I need? Any laptop, desktop or tablet with a modern browser for the counter and kitchen. Receipts and KOTs print through the browser to any 80mm thermal printer connected to that device. Guests use their own phones. ## How do guests pay? The bill on the guest’s phone shows a UPI QR and a “Pay via UPI app” button for the exact amount. Once you see the payment, your cashier marks the order paid. Cash and card payments are recorded at the counter. ## Is the bill GST compliant? Invoices show your GSTIN, item-wise amounts and tax split into CGST and SGST at the rate you set. You can also add a service charge. Please confirm your tax rate with your accountant. ## Does it work without internet? No. The counter, kitchen screen and guest menu all need an internet connection. A normal broadband or 4G connection is enough, because the pages are small. ## How much does AOZO POS cost? Starter is free for one outlet with up to 5 QR tables. Growth is ₹999 per outlet per month plus GST, and Pro is ₹2,499 per outlet per month plus GST. Every paid plan starts with a 14-day free trial, and you can cancel any time. --- # AOZO Booking overview > A booking engine for hotels, resorts, homestays and villas in India. Canonical page: https://aozo.in/docs/booking/overview Last updated: 2026-11-12 Product: AOZO Booking Section: Overview Guests book on your website, Instagram or Google link, pay an advance by UPI, and the whole booking stays yours. AOZO Booking charges 0% commission on direct bookings. ## Live in three steps 1. **Sign up** Your property gets sample rooms, rate plans and add-ons so you can see it working straight away. 2. **Set your rooms and prices** Edit room types, photos and rates, then fine-tune dates in the calendar. 3. **Share your link** Add the booking widget to your website, and the link to your Instagram bio, Google Business Profile and WhatsApp. ![The booking widget showing dates, guests, three room options with prices and a Confirm booking button](https://aozo.in/images/docs/bk-widget.webp) ## How a guest books 1. The guest searches dates and guests on your website, Instagram or Google link. 2. They see only the rooms you can sell, with live availability and the rate plans you set. 3. They pick a room, add extras and pay the advance by UPI from the confirmation page. 4. They get a confirmation email, and you get a new-booking alert. ## Plans Starter is free with up to 2 room types and 1 staff login. Growth is ₹1,499 per month with up to 8 room types and 5 staff logins, and Pro is ₹3,499 per month with up to 50 room types and 25 staff logins. All plans include unlimited bookings, and you pay 0% commission. --- # Rooms, rate plans and meal plans > Set up room types and prices for each meal plan. Canonical page: https://aozo.in/docs/booking/rooms-and-rate-plans Last updated: 2026-11-12 Product: AOZO Booking Section: Guides | Plan | Meaning | | --- | --- | | Room only | The room without meals | | CP | With breakfast | | MAP | Modified American plan | | AP | American plan | | Non-refundable saver | A lower price with no refund | Each plan has its own price. Guests see only the rooms you can sell, and a room type closes on its own when it sells out, so there are no double bookings. --- # Use the rates and inventory calendar > Change prices, stop sell, minimum stay and no-arrival days in bulk. Canonical page: https://aozo.in/docs/booking/rates-calendar Last updated: 2026-11-12 Product: AOZO Booking Section: Guides - Set weekend and festival pricing. - Stop sell on dates you do not want bookings. - Set a minimum stay and no-arrival days. > **Tip:** Change dates in bulk instead of one by one. --- # Promo codes and add-ons > Offer discounts and upsell extras. Canonical page: https://aozo.in/docs/booking/promo-codes-and-add-ons Last updated: 2026-11-12 Product: AOZO Booking Section: Guides - Promo codes: percentage or flat, with stay dates, minimum nights and redemption limits. - Add-ons such as airport pickup, breakfast, early check-in and celebrations, charged per stay, night or guest. --- # Add the booking widget to your website > Drop a Book now search box on any website with one line of code. Canonical page: https://aozo.in/docs/booking/website-widget Last updated: 2026-11-12 Product: AOZO Booking Section: Guides 1. Copy the widget line of code from your Booking settings. 2. Paste it into your site. It works on WordPress, Wix or a custom site. 3. Or share the booking link on your Instagram bio, Google Business Profile and WhatsApp. --- # Payments, GST invoices and cancellations > UPI advances, GST invoices and guest self-cancellation. Canonical page: https://aozo.in/docs/booking/payments-and-invoices Last updated: 2026-11-12 Product: AOZO Booking Section: Guides - Guests pay the advance by UPI from the confirmation page. The desk can record payments and refunds. - Invoices use 5% and 18% GST slabs per room night with a CGST and SGST split and your GSTIN. - Guests can cancel on their own within the free-cancellation window you set. - Confirmations, new-booking alerts and cancellation notices are emailed automatically. --- # Front desk and reports > Run arrivals and departures, and read occupancy, ADR and RevPAR. Canonical page: https://aozo.in/docs/booking/front-desk-and-reports Last updated: 2026-11-12 Product: AOZO Booking Section: Guides - The front desk dashboard shows arrivals, departures, in-house guests and walk-ins, with check-in, check-out, room numbers and folios. - Reports show occupancy, ADR and RevPAR by room type and channel, plus a 14-night occupancy forecast. > **Note:** Plans limit room types and staff logins. See the Booking page for current plans. --- # AOZO Booking: frequently asked questions > Answers to common questions about AOZO Booking. Canonical page: https://aozo.in/docs/booking/faq Last updated: 2026-11-12 Product: AOZO Booking Section: Reference ## Do you charge commission on bookings? No. AOZO Booking charges 0% commission on direct bookings. ## Will it work with my current website? Yes. Add the booking widget to WordPress, Wix or a custom site with one line of code, or share the booking link. ## How do guests pay? Guests pay the advance by UPI from the confirmation page. Your desk can record other payments and refunds. ## Can guests cancel on their own? Yes, within the free-cancellation window you set. ## How much does AOZO Booking cost? Starter is free with up to 2 room types and 1 staff login. Growth is ₹1,499 per month with up to 8 room types and 5 staff logins, and Pro is ₹3,499 per month with up to 50 room types and 25 staff logins. All plans include unlimited bookings and start with a 14-day free trial. --- # AOZO Commerce overview > An online store and checkout for Indian sellers and D2C brands. Canonical page: https://aozo.in/docs/commerce/overview Last updated: 2026-11-12 Product: AOZO Commerce Section: Overview Build the store, add products with AI, accept UPI, cards, wallets and COD, and ship every order from one place. ## A normal day 1. Add a product. Upload a photo and let AI draft the title, description and tags. 2. Take the order. The buyer pays with UPI, card, wallet, BNPL or cash on delivery. 3. Ship it. One-click fulfilment assigns a shipping partner for you. 4. Keep them posted. Tracking updates go out on their own, and returns have a clear flow. --- # Build your store > Pick a theme and edit it with the drag-and-drop builder. Canonical page: https://aozo.in/docs/commerce/build-your-store Last updated: 2026-11-12 Product: AOZO Commerce Section: Guides 1. **Pick a theme** Choose one of the free themes as your starting point. 2. **Edit it** Use the drag-and-drop builder to change sections, text and images. 3. **Add your products** Add your products, or import them in bulk with a CSV file. 4. **Turn on payments** Choose the payment methods you want buyers to see. 5. **Connect your domain** Connect a custom domain so the store is clearly yours. 6. **Publish** Check the store on your phone, then publish. - Free themes and a drag-and-drop builder. - A built-in blog and SSL. - Storefronts that work well on phones. - Connect a custom domain so the store is clearly yours. > **Tip:** You do not need a developer. Developers can still use the APIs and webhooks for a custom storefront. --- # Add products and manage inventory > Unlimited variants, bulk CSV import and export, and one inventory across channels. Canonical page: https://aozo.in/docs/commerce/products-and-inventory Last updated: 2026-11-12 Product: AOZO Commerce Section: Guides - Add products with AI-written titles, descriptions and tags. - Unlimited variants. - Bulk import and export with CSV. - Keep a single stock count across your store and the other channels you sell on. --- # Payments and checkout > Offer the ways Indian buyers like to pay. Canonical page: https://aozo.in/docs/commerce/payments-and-checkout Last updated: 2026-11-12 Product: AOZO Commerce Section: Guides | Method | Notes | | --- | --- | | UPI | 1-click UPI | | Cards and wallets | Prepaid options | | BNPL | Buy now, pay later | | Cash on delivery | Plan for returns and refusals | --- # Orders, shipping and returns > Fulfil orders in one click and handle returns. Canonical page: https://aozo.in/docs/commerce/orders-shipping-returns Last updated: 2026-11-12 Product: AOZO Commerce Section: Guides - One-click fulfilment assigns a shipping partner. - Tracking messages go to buyers automatically. - A returns and refunds flow is part of the order screen. - Works with Shiprocket, Delhivery and Bluedart. --- # Sell on more channels and integrate > Instagram, Facebook, WhatsApp, Amazon, Flipkart, Razorpay, Zapier and open APIs. Canonical page: https://aozo.in/docs/commerce/channels-and-integrations Last updated: 2026-11-12 Product: AOZO Commerce Section: Guides - Sell on your store and other channels like Instagram, Amazon and Flipkart with one inventory. - Take payments with Razorpay. - Use REST APIs, webhooks and SDKs for a headless storefront. - Sell to shoppers (B2C), run a wholesale portal with volume pricing (B2B), or sell in-store with POS. --- # AOZO Commerce: frequently asked questions > Answers to common questions about AOZO Commerce. Canonical page: https://aozo.in/docs/commerce/faq Last updated: 2026-11-12 Product: AOZO Commerce Section: Reference ## Do I need a developer to set up my store? No. Pick a theme, edit it with the drag-and-drop builder and add your products. Developers can still use the APIs and webhooks if you want a custom storefront. ## Which payment methods can my buyers use? UPI, cards, wallets, BNPL and cash on delivery. ## Can I sell on Instagram and marketplaces too? Yes. Your inventory stays in one place while you sell on your store and other channels like Instagram, Amazon and Flipkart. ## Does it work with the rest of AOZO? Yes. AOZO Commerce uses the same login as the other AOZO apps, so your team doesn’t need another account. ---