Plio CRM puts your sales and support work in your pocket.
Manage leads, deals, customers, products and support tickets, and keep your whole team in sync with the web app.
• Leads and deals: track every stage, notes, documents, tags and history
• Customers and products: contacts, linked records, product catalogue
• Tickets: support queue with priority, SLA and assignment
• Invoices and payments: create invoices, record payments and installments
• Calendar and Mail: connect Gmail or Outlook to send email from records
• Team chat: message anyone in your organization
• Dashboards and reports: configurable widgets per user
• Custom modules and fields: adapt the CRM to your business
• Roles and access: Admin, Manager, Sales and Support views
• Your data rights: export your data, manage consents, close your account
Plio CRM needs an account from your organization's Admin.
Sales and support CRM: leads, deals, tickets, invoices and team chat.