Smart CRM to track customers and close deals faster
Streamline your sales pipeline and manage your finances effortlessly. Drive every lead to conversion, and keep your books accurate with our AI-powered CRM and integrated accounting.
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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.
Manage Leads
An easy to follow leads pipeline dashboard
Keep track of your leads in one place and easily follow their progress. Organize your leads in stages and change stages with easy drag and drop.
Integrate Seamlessly
Collect Leads from multiple channels
Connect Pletox CRM with your email, social media pages, whatsapp, website and more and collect all the leads from these channels into one single dashboard.
Leads
Connect with your leads by any channel you want
Reach out to leads across every channel like telephone, email, live chat as well as whatsapp from our platform itself without leaving the screen.
Send Quotations
Create & share beautiful proposals
Sending right proposals to your leads are the roots of any business. Creating meaningful proposals and Keeping a systematic track of all the proposals is a key to high conversions.
Manage Sales
Simplified sales and invoicing
Billing is always a mess when it comes to choose a proper digital method to create invoices. Pletox provides everything that invoicing needs.
Lead Analytics
Keep track of your leads in one place and easily follow their progress.
Activity Log
Track what actions are performed on a particular lead.
File Attachments
Store and share files related to a deal easily between leads.
Lead discussion
Keep lead related discussions with other team members centralised.
Email Notifications
Send and receive email notifications from the platform itself.
Lead Priority
Prioritize and group leads according to their significance.
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.
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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.