Leads in a spreadsheet
Two people edit the same row. Nobody knows who owns the follow-up. The version with the real numbers is in someone's downloads folder.
Your CRM, your way.
The CRM that bends to your process
Rename any field, add your own, build the dashboard you actually read — without a developer. Your Gmail or Outlook, your calendar and your product catalogue are already inside.
Invite only right now. No credit card, and setup takes an afternoon.
Sales dashboard
Meera's layout · West team · November
Filters
Add widget
Pipeline
₹74.2L
▲ 12% MoM
Won in Nov
₹18.6L
▲ 8% vs plan
New leads
248
▲ 31 this week
Breaches
2
▼ 5 fewer
Pipeline by stage
Revenue won
AprJulNov
The usual setup
Three tools, none of which talk
Most teams of 10 to 200 run sales on tools that were never meant to hold a sales process.
Quotes in WhatsApp
The price you sent is in a chat thread. The catalogue is in a PDF. Every quote gets retyped, and one in ten goes out wrong.
Tickets in a shared inbox
Support@ has 400 unread. Nothing says which one is late, who replied first, or whether the customer was happy at the end.
Plio replaces all three — and keeps the email thread, the quote and the ticket on the same customer record.
What you get
Five things Plio does that your current stack does not
Bend it to your process
Your CRM shouldn't make you rename your process
An admin edits every field on every module from inside the app: rename it, hide it, make it required, change its input type, drag it into another section. Add your own in 7 types, including calculated fields with a visual formula builder.
- 7 field types — text, number, date, dropdown, checkbox, image, and Calculate
- Point a dropdown at another tab's records to build a real lookup
- Save a layout as a template and move the whole team onto it
See what's actually happening
Build the dashboard you actually read
Every user assembles their own dashboard from 6 widget types: stat cards, breakdown bars, trend lines, multi-series charts, group tables and ranked leaderboards. Pick the tab, the field, the aggregation, stack filters, choose a colour.
- Every widget drills through — click a bar and land on those 43 leads
- The same builder powers Reports, with one-click PDF and CSV out
- Undo and redo while you build; save the layout as a template
Sell from one screen
The pipeline, the quote and the thread in one place
Drag a deal between stages on the Kanban board and watch the running rupee total per column move with it. Build the quote from your own product catalogue with per-line quantity and price, then send it on WhatsApp.
- Win a deal and the Customer record is created for you; lose it and Plio captures the reason
- Kanban, List, Grid and Table views of the same deals
- Duplicate detection on email and phone the moment you create a lead
Support that answers on time
The deadline is set the moment the ticket lands
Plio computes an SLA deadline from the ticket's priority — 4 hours for Urgent down to 7 days for Low, and an admin can change every number. Overdue and near-breach tickets flag themselves, so nothing needs a person watching a queue.
- First-response time tracked per ticket, per agent
- A CSAT star rating from the customer when the ticket closes
- Turn any email in the inbox into a ticket in one click
Run the whole team
Permissions that hold, not permissions that hide
A manager sees their own team's records and nobody else's — and that is enforced on the server, not by hiding a button. Admins tick which roles see which tabs, and can rename, re-icon, reorder or hide any tab in the sidebar.
- Monthly sales targets per rep, with live progress on their dashboard
- Audit logs on every create, update and delete, with a field-by-field diff
- Run more than one organisation on one login and switch between them
Product tour
Five screens, one record trail
The same lead, followed through the app. Use the arrow keys to move between screens.
Leads
248 records · 3 filters · preset “West / hot”
Export CSVNew lead
| Name | Company | Source | Owner | Value | Status | Follow-up |
|---|---|---|---|---|---|---|
| Rohit Menon | Northwind | Referral | Meera R | ₹8,90,000 | Qualified | Tomorrow, 11:00 |
| Anita Shah | Kadam & Co | Website | Sahil D | ₹6,40,000 | Contacted | Fri, 15:30 |
| Vivek Rao | Bluecrest | IndiaMART | Meera R | ₹4,10,000 | Qualified | Today, 17:00 |
| Priya Nair | Tanvi Retail | Referral | Aisha K | ₹3,20,000 | Contacted | Mon, 10:00 |
| Karan Iyer | Meridian | Event | Sahil D | ₹2,75,000 | New | — |
Capture, qualify, convert. Duplicate detection fires on email and phone as you type. Filters are multi-select, stack up, and save as a preset you can hand to the whole team.
Deals · Kanban
61 open · ₹74.2L in pipeline
ListKanban
Qualified₹24.1L
Meridian — 25 seats₹5.2L40%SD
Sarvam Labs pilot₹2.8L35%AK
Vidya Foods₹1.9L30%MR
Proposal₹19.4L
Kadam & Co — 40 seats₹6.4L65%MR
Tanvi Retail renewal₹3.2L50%AK
Negotiation₹15.2L
Northwind — annual₹8.9L80%SD
Bluecrest pilot₹4.1L75%RJ
Drag between stages. The rupee total at the top of each column updates as the card moves. Win the deal and the Customer record is created for you; lose it and Plio asks why.
Northwind Industries
Customer · linked: 2 deals, 1 ticket, 4 documents
Make ticketReply
Rohit MenonRe: Revised quote — 40 seats
Rohit MenonPurchase order attached
accounts@northwindGSTIN confirmation
Rohit MenonIntro call — Thursday?
Overview
Email
Linked records
Documents
Rohit Menon · 09:14Can you send the revised quote with the 40-seat price and the GST split? Finance needs it before Friday.
Meera R · 09:31Attached — 40 seats at ₹22,250 per seat, GST shown separately. I have also shared it on WhatsApp for Vinay.
Rohit Menon · 10:02Got it. Sending the PO today.
The real thread, not a copy. Connect Gmail or Outlook with OAuth and every Lead, Deal and Customer gets an Email tab showing the actual conversation with that contact — folders, labels, attachments and all.
My dashboard
6 widgets · drag to reorder · undo available
Save as templateAdd widget
Pipeline
₹74.2L
▲ 12% MoM
Won in Nov
₹18.6L
▲ 8% vs plan
New leads
248
▲ 31 this week
Breaches
2
▼ 5 fewer
Pipeline by stage
Revenue won
AprJulNov
Click a bar, land on the records. Every widget drills through to the exact filtered list behind it. The same builder powers the Reports tab, where the whole thing exports to PDF in one click.
Support tickets
12 open · 1 near breach · avg first response 38m
SLA settingsNew ticket
First response
38m
▼ 11m this week
Within SLA
96%
▲ 4 pts
CSAT
4.6
from 82 ratings
UrgentPayment gateway failing at checkout · NorthwindDue in 41m
HighBulk import rejecting 12 rows · Kadam & CoDue in 6h
MediumAdd a GSTIN column to the export · MeridianDue in 2d
LowRename “Territory” to “Zone” · BluecrestDue in 7d
Deadlines set themselves. Urgent gets 4 hours, Low gets 7 days, and an admin can change every number. Near-breach and overdue tickets flag themselves at the top of the queue.
Day one
What each person sees when they log in
Four roles, plus a platform-admin tier for operators running several organisations. Scoping is applied server-side, so a Manager cannot request another team's records even by hand.
Builds the thing
Owns the shape of the CRM and who gets in.
- Field and form builder for all 7 customisable modules
- Tab access per role; rename, re-icon, reorder, hide
- SLA thresholds per priority
- Audit log with before/after diffs
- Org branding, logo and details
Watches the team
Sees their own team's records — and only those.
- Team pipeline and a Performance tab
- Monthly targets per rep with live progress
- Announcements that fan out as notifications
- Reports with PDF and CSV export
- Reassign owners in bulk
Works the pipeline
Opens to their own leads, deals and follow-ups.
- Kanban board with running rupee totals
- Their email thread on every record
- Quotes built from the product catalogue
- WhatsApp quote sharing from a template
- Their target progress on their dashboard
Clears the queue
Opens to tickets sorted by how close they are to breaching.
- SLA deadline on every ticket
- Near-breach and overdue flags
- Email to ticket in one click
- Customer history on the same screen
- CSAT rating after close
Built for how India sells
Rupees, GST and WhatsApp — not bolted on
Plio was built for teams selling in India first, so the parts every other CRM makes you work around are just how it ships.
See the India-specific details- Rupees everywhereIndian grouping on every amount — ₹74,25,000, not 7,425,000 — in lists, widgets, exports and quotes.
- GST fieldsGSTIN on customers and quote lines, with tax held per product in the catalogue.
- +91 phone handlingTen-digit mobiles validated on entry, with duplicate detection across leads and customers.
- WhatsApp quotesBuild a quote from linked products and send it from a reusable template with variable chips for any field.
- IST throughoutSLA clocks, follow-up reminders and calendar events all run on Indian Standard Time.
- Spreadsheet in, spreadsheet outCSV import and export on all 7 modules, with your custom fields already in the template headers.
Web and mobile
The whole CRM, on the phone
The mobile app is not a cut-down viewer. Everything you can do in the browser you can do on iOS and Android — same backend, same records, same permissions, same custom fields.
- Every module: leads, deals, customers, tickets, products, teams and targets
- Your custom fields come with you — rename a field on the web and the app shows it, formula fields included
- Create and convert records, move deals through stages, reply to a ticket
- Dashboards, filters and the email thread on a record
- The same role and team scoping, enforced on the same server
Built in Flutter, so iOS and Android stay in step with each other.
8core modules
7modules with custom fields
6widget types
2mailbox providers
4roles, plus a platform tier
13accent colours, light and dark
Plans
Three plans. Invite only, for now.
We are onboarding teams one at a time, so Plio is not on open sale and we are not publishing prices yet. Every plan includes the form builder, dashboards and CSV import — the tiers differ on volume and control, not on whether you may customise.
Starter
A first CRM for a team that has outgrown the spreadsheet.
Invite only
Pricing shared on the call
See what's included- Up to 5 users
- All 8 modules, custom fields on 7
- 1 mailbox connection
Growth
Sales and support together, with real roles and targets.
Invite only
Pricing shared on the call
Request an invite- Unlimited users, 4 roles
- SLAs, CSAT, teams and targets
- Mailbox and calendar per user
Enterprise
Several organisations on one login, run by one operator.
Invite only
Custom annual contract
Talk to us- Multi-organisation, platform admin
- Full audit log retention
- Migration and onboarding help
Questions
The things people ask on the demo call
How do we get our existing data in?
CSV import on all 7 record modules. Download the import template from inside the module — your own custom fields are already in the headers — fill it and upload. Bad rows are reported individually with the reason; the rest of the batch still imports, so you fix 12 rows rather than re-running 3,000.
What does connecting Gmail or Outlook involve?
Each user connects their own mailbox once through Google or Microsoft OAuth. Plio then reads Inbox, Sent and any real folder or label, and lets you compose, reply and forward with rich text, Cc/Bcc, attachments, priority and templates. The Email tab on a Lead, Deal or Customer shows the live conversation with that contact, not a stored copy.
Does the calendar sync both ways?
Yes. Events you create in Plio appear in the connected Google or Outlook calendar, and events created there appear in Plio's Day, Week and Month grid. Reminders can be attached to any Lead or Deal.
Is there a mobile app?
Yes, and it does everything the web app does. The Flutter app for iOS and Android runs on the same backend, so it shows the same records, your own custom fields, the same dashboards and the same role and team scoping — not a read-only viewer. The web app also works in a phone browser if you would rather not install anything.
How are permissions actually enforced?
In the API query, not in the interface. A Manager's request for records returns only their team's rows; a Sales user's returns their own. Hiding a button is not the mechanism. Admins also control which roles can see which tabs at all, and every create, update and delete lands in an audit log with a field-by-field before/after diff.
Can we add our own fields, and how far does that go?
Every field on every customisable module can be renamed, hidden, made required, retyped or moved to another section, and you can add your own in 7 types: text, number, date, dropdown, checkbox, image upload and Calculate. Calculate fields use a visual formula builder with brackets and MAX, MIN, ABS and ROUND, and show live example output. A dropdown can point at another tab's records to build a lookup. Save the whole layout as a template and switch the team onto it.
Where is our data, and who can reach it?
Records are scoped to your organisation on the server, and every access goes through the same role and team checks. Mailbox access uses OAuth tokens you can revoke from your Google or Microsoft account at any time. Read the details on the security page.
What happens if we cancel?
Cancel from Settings on any day and the plan runs to the end of the period you have paid for. Export everything first — CSV out is available on all 7 modules and respects your filters or your checkbox selection, and reports export to PDF.