Leads Management ☎️
Keep track of your leads in one place and easily follow their progress.
Track what actions are performed on a particular lead.
Create and design impactful proposals and share easily.
Fetch leads from your email directly or integrate with your website.
Store and share files related to a deal easily between leads.
Send email alerts, proposals and estimates from the platform itself.
Proposals & Estimates 📃
Prepare detailed proposals along with images, tables and more.
Share your proposals easily with a link or generate PDF with one click.
Get your proposals e-signed from your clients using pletox itself.
Track status of your proposals and know your conversions.
Convert your estimates and proposals to invoices with one click.
Start from scratch or create proposals using our ready-made templates.
Project Management 📁
Your tasks at a glance in one view with predefined filters.
Easily create & manage subtasks and track their progress.
Get Activity updates for each and every task in the system.
Switch between list, board, calendar views seamlessly with a click.
Prioritize tasks and group them using custom labels.
Group tasks into separate custom stages seamlessly.
Tasks Management ✅
Task based discussions with file sharing capabilities.
Easily create & manage subtasks and track their progress.
Get Activity updates for each and every task in the system.
Real-time inbox to track activity updates of each task.
Get notified for all required task updates on email in realtime.
Switch between list, board, calendar views seamlessly with a click.
Invoices & Accounting 🧾
Create your own branded invoices with the required company details.
Easily create and manage taxes, know your tax liability & Create GST invoices.
Share your invoices
easily with a link or generate PDF with one click.
Attach files to your invoice and lock them until the invoice is paid.
Send automated payment reminders to your clients with options to pay online.
Analyse your business finances with detailed reports and statements.
Payments & Expenses 💳
Record payment transactions from your clients and view customer ledgers.
Stop inefficient budget spend with tracking your expenses easily.
Add different payment modes for your invoices and expenses.
Integrate payment gateways like Paypal, Stripe, & Razorpay.
Set payment & expense reminders and never miss your payments.
Easily filter payment & expense records and find transactions.
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