The AI CRM built for how India sells.
PlexiWin captures every lead, calls and follows up automatically, and closes faster, an AI-powered CRM that is multilingual, GST-ready, and DPDP-compliant out of the box.
AI sales assistant
Every lead comes with the context to close it.
- Lead summaries & next-step nudges
- AI-drafted email & message replies
- Call transcription (Whisper)
- Conversation sentiment
Calls, built in
Dial, record, and never miss a lead.
- Click-to-call from any record
- Call recording & transcription
- Missed-call alerts & auto-assign
- Call analytics
Email from your own mailbox
Send as you, not as a no-reply bot.
- Per-agent SMTP send
- Templates & sequences
- Sealed, encrypted credentials
- Open & reply tracking
Pipeline & quotations
Your sales process, your way, priced right.
- Configurable pipeline stages
- Drag-and-drop deal board
- GST-ready quotations
- Product & service catalog with PDF templates
Inbound leads, unified
One inbox for every source.
- IndiaMART & web-form capture
- Phone-keyed dedup
- Auto-assignment rules
- Consent captured at source
India-ready & compliant
Built for the way business runs here.
- DPDP: consent, audit, soft-delete, DSR
- 5 UI languages
- Attendance & employee management
- Editable role-permission matrix
Every number is a call button.
One tap dials the lead straight from the browser, then the call comes back logged, recorded, and transcribed on their timeline. No softphone, no separate dialer, no numbers to copy.
- Click-to-call from any lead or customer
- Calls, recordings and outcomes logged to the record
- AI transcript and next step on every call
Call any lead in one tap, straight from the list.
Three steps, lead to closed.
Capture
Every lead from IndiaMART, your website, and inbound calls lands in one inbox, deduped by phone with consent recorded at the source.
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.
Close
Move deals through your configurable pipeline, send GST-ready quotations, and track the whole floor on live, customizable dashboards.
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