Plio CRM

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.