Documentation

Get Invoxa CRM installed, encrypted, shared on your LAN, and backed up.

1. Installation

Download the installer for your OS from the download page. On first launch, Invoxa requires a vault passphrase — the app is not usable without encryption enabled. Choose a passphrase you can store in a password manager.

2. Everyday usage

Create customers with contact fields and tags.
Add interactions on the timeline; set reminders when you need a nudge.
Attach files to a customer when you store contracts or quotes.
Use Settings to download a CSV template, import contacts, or export (passphrase confirmed when the vault is on).
Lock the vault when stepping away; unlock to continue.

3. Intranet mode

On the Host machine, enable Host mode and note the LAN address / port.
Copy the bearer token into client machines (Settings → Client).
Optionally restrict peers with an IP or CIDR whitelist.
Clients connect only on the LAN — no public internet required.

Team tiers unlock LAN mode. Standalone licenses remain single-device offline.

4. Licensing

Without a license you can create up to 10 customers (CSV import counts). After purchase you receive a signed .lic file — activate it in Settings. Seat tiers: Standalone (1), Team (5), Large Team (25), Enterprise (custom). Deactivate a device before moving a seat.

5. Data backup

Export CSV regularly for portable backups.
Back up encrypted vault files from the app data directory when the vault is sealed.
Store passphrase and license file separately from the backup media.
Test restore on a spare machine before you need it.

6. FAQ

Does Invoxa need the internet?

No for core CRM and LAN sharing. Internet is only needed to download the app or complete a purchase.

Where is my data stored?

On the local machine (Host in intranet mode). Invoxa does not require uploading contacts to a cloud CRM.

What if I forget the passphrase?

Encrypted data cannot be recovered without the passphrase. Keep it in a password manager.