All of your Leads, Proposals, Clients, Projects, Invoices, Payments and Accounting stay in one place! Forget the worry about flocking between multiple apps. Get all your work done in one single app.

Leads Management โ˜Ž๏ธ

Lead Pipeline

Keep track of your leads in one place and easily follow their progress.

Activity Log

Track what actions are performed on a particular lead.

Create Proposals

Create and design impactful proposals and share easily.

Email Integration

Fetch leads from your email directly or integrate with your website.

File Attachments

Store and share files related to a deal easily between leads.

Email Notifications

Send email alerts, proposals and estimates from the platform itself.

Proposals & Estimates ๐Ÿ“ƒ

Detailed proposals

Prepare detailed proposals along with images, tables and more.

Link Sharing

Share your proposals easily with a link or generate PDF with one click.

Get E-Signed

Get your proposals e-signed from your clients using pletox itself.

Manage deal funnel

Track status of your proposals and know your conversions.

One-click Invoicing

Convert your estimates and proposals to invoices with one click.

Ready Templates

Start from scratch or create proposals using our ready-made templates.

Project Management ๐Ÿ“

Manage Tasks

Your tasks at a glance in one view with predefined filters.

Task Dependencies

Easily create & manage subtasks and track their progress.

Activity Logs

Get Activity updates for each and every task in the system.

Multiple Views

Switch between list, board, calendar views seamlessly with a click.

Priorities & Labels

Prioritize tasks and group them using custom labels.

Custom Stages

Group tasks into separate custom stages seamlessly.

Tasks Management โœ…

Task Discussions

Task based discussions with file sharing capabilities.

Sub-Tasks Management

Easily create & manage subtasks and track their progress.

Activity Logs

Get Activity updates for each and every task in the system.

Task Updates

Real-time inbox to track activity updates of each task.

Email Notifications

Get notified for all required task updates on email in realtime.

Multiple Views

Switch between list, board, calendar views seamlessly with a click.

Invoices & Accounting ๐Ÿงพ

Branded Invoices

Create your own branded invoices with the required company details.

GST/Tax Management

Easily create and manage taxes, know your tax liability & Create GST invoices.

Share at ease

Share your invoices
easily with a link or generate PDF with one click.

File Attachments

Attach files to your invoice and lock them until the invoice is paid.

Payment Alerts

Send automated payment reminders to your clients with options to pay online.

Reports & Graphs

Analyse your business finances with detailed reports and statements.

Payments & Expenses ๐Ÿ’ณ

Record Payments

Record payment transactions from your clients and view customer ledgers.

Expenses & Receipts

Stop inefficient budget spend with tracking your expenses easily.

Payment Modes

Add different payment modes for your invoices and expenses.

Payment Gateways

Integrate payment gateways like Paypal, Stripe, & Razorpay.

Reminders

Set payment & expense reminders and never miss your payments.

Filters

Easily filter payment & expense records and find transactions.

Get Free For 14 Days

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