Pletox FinCRM
For mutual fund distributors & investment advisors
Manage clients, families, investment records, tasks and follow-ups in one workspace built for your practice.
- Clients & families
- Investment records
- WhatsApp & email
PLETOX STUDIO / SOLUTIONS
Software for your industry.
Ready for your team.
Manage your advisory practice, educational institute or business operations. Explore the features, pricing and implementation approach for each solution.
Pletox EduERP
For coaching centres & training institutes
Manage admissions, student records, fees, attendance and results in one workspace built for your institute.
- Admissions & fees
- Attendance & results
- Student portal
Pletox ERP
For traders, manufacturers & business groups
Manage sales, purchases, stock, finance and production in one ERP, with HRM and payroll in the Advance plan.
- Sales & purchases
- Inventory & production
- Finance & HRM
Need something different?
Software designed around your business
Build the workflows, dashboards and connections your team needs, with a scope and delivery plan agreed before we start.
- Your workflows
- Connected systems
- Phased delivery
FROM REQUIREMENTS TO ROLLOUT
Choose the right starting point.
We review your workflows, team and existing records before recommending a solution. Your rollout covers configuration, agreed data migration, training and validation with your team.
Need extra workflows or connections? We define those requirements and costs before development begins.
Talk through your requirements