Calls, built in
Click-to-call from any record, recording & transcription, missed-call alerts and auto-assign — no separate dialer.
AI-powered CRM for Indian MSMEs
The AI CRM built for how India sells.
Growing MSMEs lose deals to slow follow-ups, scattered customer data, stuck payments and clumsy quotes. PlexiWin closes all four gaps — an AI-powered CRM that is multilingual, GST-ready and DPDP-compliant out of the box.
15+
Languages & verticals
Multilingual and industry-ready out of the box, so the CRM speaks your customer's language.
60s
Lead to first call
A new lead lands, dedupes by phone and assigns itself — click-to-call connects inside a minute.
100%
DPDP by design
Per-channel consent recorded at the source, with an audit trail you can actually show.
Why it matters
Four leaks every growing MSME knows.
Leads arrive from everywhere, the team is stretched, and the tools are a patchwork of WhatsApp, call logs and Excel. Four things quietly cost you money:
Leads go cold
Enquiries from IndiaMART, JustDial, the website and calls — followed up late, unevenly, often in the wrong language.
Customers are a blur
No single view of an account: dues, open complaints, history and consent scattered across people and apps.
Cash gets stuck
Orders won, payments chased from memory, receivables invisible, the books a month behind.
Quoting drags
Hand-made in Excel, GST errors, ad-hoc discounts below the floor — slow quotes lose deals and margin.
One fix each
PlexiWin plugs every leak — watch it work.
Tap a card to play the 15-second demo — the real product, on realistic (fictional) data.
Leak 1 · Slow, wrong-language follow-up
AI does the chase for you.
PlexiWin reads every lead, writes a summary and the next step, drafts the follow-up in your customer's language, and transcribes the call. Nothing sends until a human approves.
→ AI CopilotLeak 2 · No single view of the customer
Every signal, one screen.
An account-health score with its reasons, pipeline and revenue, dues, complaints and satisfaction — plus per-channel consent you can prove, with an audit trail. DPDP handled, not hoped.
→ Customer 360Leak 3 · Won the deal, still chasing the money
From order to settled — tracked.
Every won deal carries its order-to-cash tail: PO, dispatch, part-payments. Record a payment and the balance closes; receivables age themselves; the ledger stays current to the paisa.
→ Accounting · Order-to-CashLeak 4 · Quoting is slow & leaks margin
Catalog to GST invoice, in seconds.
Pick from the catalog and PlexiWin prices it: CGST/SGST split by place of supply, the grand total in words, and guardrails that hold the price floor and cap the discount. One tap makes the branded invoice.
→ Automatic GST Quotation
And everything else
The full toolkit.
The four above are the headline fixes. Here's the rest of what runs your sales floor, day to day.
Email from your mailbox
Per-agent SMTP so it sends as you, templates & sequences, sealed credentials, open & reply tracking.
Configurable pipeline
Build your own stages, drag-and-drop the deal board, and work a lead queue that drains instead of a static list.
Inbound, unified
IndiaMART, TradeIndia and web-form capture, phone-keyed dedup, and consent recorded at the source.
Surveys & complaints
CSAT/NPS after the sale, complaint tickets with SLA countdowns, escalation and evidence trail.
Workforce
Attendance with geo-punch, shifts and holidays, overtime approvals, and payroll with payslips.
Five languages
English, हिन्दी, Português, Deutsch and Français across the whole app — not just the marketing page.
Roles & access
Editable per-screen permissions — an admin can grant or revoke any screen, per person, without code.
Dashboards & reports
Live KPIs, agent performance, receivables ageing, and channel & campaign reports for the owner's read.
Three steps, lead to closed.
01
Capture
Every lead from IndiaMART, your website, and inbound calls lands in one inbox, deduped by phone with consent recorded at the source.
02
Engage
AI drafts the follow-up, click-to-call connects instantly, and email goes out from your own mailbox, in the language your customer speaks.
03
Close
Move deals through your configurable pipeline, send GST-ready quotations, and track the whole floor on live, customizable dashboards.
Get Started
See PlexiWin run your sales floor.
Pricing is tailor-made, we understand your requirements first, then build a plan that fits. Book a walkthrough and we'll set up PlexiWin around your team, your pipeline, and your industry.
Book a demo