Track Deals. Generate Invoices. Stay Compliant.
Pletox CRM helps businesses manage customer relationships and finances from a single platform. Create invoices, track payments, manage expenses, handle GST, and get real-time financial insights — without juggling spreadsheets or multiple tools.
Trusted by Companies Across Industries
Organizations from manufacturing & healthcare to finance & technology trust Pletox to optimize their internal operations. We have delivered successful solutions for businesses of all sizes, from startups to large enterprises.
Explore our app ecosystem
Tools for every need of your business management
Tools for every need of your business management
Pletox is the ultimate business management tool, an all-in-one solution designed to streamline every aspect of business management. It simplifies complex processes, enhances efficiency, and ensures seamless management of your business, helping organizations focus on growth and productivity.
CRM & Sales
Improve your sales operations and customer relationships. We build internal CRM systems to track leads, sales pipelines, and client communications.
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Lead & Opportunity Management
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Customer Database & History
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Quotations, Invoicing & Payments
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Sales Pipeline Management
Finance & Accounting
Bring efficiency to your internal finance operations. Our custom accounting tools handle invoicing, expenses, and financial reporting with ease.
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Invoicing & Billing Management
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Purchase Orders & Expense Tracking
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GST/Tax Compliance (as needed)
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Financial Reports & Analytics
Inventory Management
Streamline inventory and stock movement operations with real-time tracking, automated alerts, and efficient stock and warehouse management.
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Real-Time Stock Tracking
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Automated Reorder Alerts
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Inventory Analytics & Reporting
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Warehouse & Stock Movement Tracking
Step 1
Set up your business & accounting basics
Quickly configure your company profile, GST details, bank accounts, customers, vendors, and accounting preferences to get started.
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Company & GST Setup
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Customer & Vendor Masters
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Chart of Accounts
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Multi-Branch Support
Step 2
Create invoices, manage payments & expenses
Generate GST invoices, track receivables, record expenses, and manage cash and bank transactions effortlessly.
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GST Invoices & Credit Notes
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Payment Tracking & Receipts
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Expense & Purchase Entries
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Cash & Bank Management
Step 3
Stay GST compliant with automated reports
Automatically generate GST returns, reconcile data, and stay compliant with accurate tax calculations.
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GSTR-1, GSTR-3B Reports
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Input Tax Credit Tracking
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HSN & Tax Summary
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Error-Free Filing Support
Step 4
Track business performance in real time
Get instant visibility into cash flow, profits, dues, and financial health with powerful accounting reports.
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Profit & Loss Statement
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Balance Sheet
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Outstanding & Aging Reports
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Cash Flow Insights
Say goodbye to scattered spreadsheets with a centralized CRM & accounting system from Pletox CRM.
Say goodbye to scattered spreadsheets with a centralized CRM & accounting system from Pletox CRM.
From leads to invoices and payments, Pletox CRM connects your sales and finance workflows on one smart platform.
One CRM. Complete Financial Control.
Everything you need to manage customers, billing, and accounting in one place
Everything you need to manage customers, billing, and accounting in one place
Pletox CRM helps you manage leads, customers, quotations, GST invoices, payments, expenses, and reports — with real-time visibility across your entire business.
Centralize Customers, Items & Pricing
Create GST Invoices & Track Payments
Manage Expenses, Cash, Bank & Ledgers
Get Profit, Dues & GST Reports Instantly
Manage Leads
& Customers Easily
Track leads, customers, and follow-ups with complete visibility and a clear sales pipeline inside Pletox CRM.
Create Quotes
& GST Invoices Faster
Generate quotations, invoices, and receipts in minutes with Pletox CRM and share them instantly via WhatsApp or email.
Track Cashflow
& Business Reports
Monitor outstanding dues, expenses, profits, and GST summaries with real-time dashboards inside Pletox CRM.
Onboarding Support
We Ensure Successful Implementation
From the initial consultation to full rollout, our team is here to guarantee your project succeeds. We’ve helped dozens of organizations transform their internal operations, and we apply that experience to every new engagement. We handle all the details, so you can focus on your business.
Testimonials
Trusted by teams across industries
Trusted by teams across industries
Organizations from manufacturing & healthcare to finance & technology trust Pletox to optimize their internal operations. We have delivered successful solutions for businesses of all sizes, from startups to large enterprises.
Nishant Thakker Thakker Developers LTD., Nashik
For a large enterprise like Thakkers, Pletox helped synchronize multiple entities into a single, structured operational system.
Shwetank Soni Acolyte Technologies, Jaipur
Pletox eliminated manual and paper-based workflows and brought much-needed clarity to how our teams operate.
Vipul Agarwal Spectrum Coaches, Nashik
The team understands requirements deeply and delivers with consistency — even when changes arise post implementation.
Abdul Kalim An-Noor Eye Hospital, Tamil Nadu
The system gives us accurate, usable data & has significantly improved operational reporting & daily decision-making.
Darshan Raj Purna Chetana Public School, Mysuru
The platform is intuitive and provides exactly the outputs we need to manage staff and operations efficiently.
Ashish Sonawane Vizipp, Nashik
Managing a fully remote team became far easier with structured workflows for leaves, tasks, and documentation.
Keep your business accessibility anytime, anywhere!
Start your journey of effortless accessibility with our app—explore, seize, and innovate from any corner of the world, at any time! Don't miss out, try it now.
Frequently asked questions
Here are some of the most frequent questions we get from our customers.
If you have any further questions, get in touch with our friendly team 😃
Pletox CRM is a modern CRM + billing + accounting system built for growing businesses. It helps you manage leads, customers, quotations, GST invoices, payments, expenses, and reports in one unified platform—without relying on spreadsheets or multiple tools.
Yes. Pletox CRM lets you create GST invoices, quotations, and receipts quickly. You can download/print invoices and share them with customers instantly via WhatsApp or email, along with payment details and due dates.
Yes. Along with billing, Pletox CRM helps you record expenses, track cash and bank transactions, manage ledgers, and monitor outstanding dues. You also get financial summaries and reports like profit insights, receivables, and GST summaries.
Absolutely. Small businesses can start quickly with simple invoicing and customer management. As you grow, you can scale to advanced workflows like approvals, multi-branch operations, team-based sales tracking, and deeper reporting—without changing systems.
Yes, Pletox CRM provides a 7-day free trial so you can explore key features like lead tracking, customer management, GST invoicing, payment tracking, expense entries, and reporting.
Pletox CRM can be configured to match your process, and for deeper customization or integrations (payment gateways, WhatsApp automation, device integrations, custom reports), our team can help through Pletox Studio.
You can reach out to our team at (+91) 9262626122 or email us at hello@pletox.com.