Edit any field
Rename it, hide it, mark it required, change its input type, move it to another section, or drag to reorder. Applies to every field on every customisable module.
Features
Everything Plio does, grouped the way you will use it
No feature on this page is on a roadmap. If it is listed here, it is in the product today.
Pillar 1
Bend it to your process
An admin reshapes any module from inside the app. No developer, no support ticket, no waiting for a release.
7 field types
Text, number, date, dropdown, checkbox, image upload, and Calculate. Add as many as the module needs.
Formula fields
A visual formula builder with brackets and MAX, MIN, ABS and ROUND, showing live example output as you build. Net payable, margin, weighted value — whatever your team already computes by hand.
Link to a tab
Point a dropdown at another tab's records to build a real lookup, so a Lead can reference a Territory record rather than a typed string.
Layout templates
Save a whole field layout as a template and switch the team onto it instantly. Useful when two business units need different versions of the same module.
Sections and order
Group fields into sections and drag them into the order a rep actually fills them in, rather than the order the database happens to store them.
Pillar 2
See what's actually happening
Every user builds their own dashboard. The same builder powers Reports, with export.
6 widget types
Stat cards, breakdown bars, trend lines, multi-series charts, group tables and ranked leaderboards.
Drill through anything
Click a bar, a trend point or a stat card and land on that exact filtered list of records. Every widget, not just some.
Configure per widget
Pick the tab, the field, the aggregation, stack multiple filters, then choose the colour and icon. Drag widgets to reorder the dashboard.
Undo and redo
While you build a dashboard, undo and redo work as you would expect, so experimenting costs nothing.
Reports with PDF out
The Reports tab is the same widget system, per user, with one-click PDF export of the whole report and CSV export of the rows behind it.
Dashboard templates
Save a layout as a reusable template so a new manager starts from the team's standard view rather than an empty page.
Every chart in Plio is hand-built and theme-aware. There is no chart library, so charts recolour with your accent and read correctly in dark mode.
Pillar 3
Sell from one screen
Leads, deals, the product catalogue, the email thread and the calendar in one place.
Leads
Capture, qualify, assign and convert to a Deal in one click. Duplicate detection on email and phone at create time, owner assignment, status pipeline, source tracking and follow-up reminders.
Deals
Value, stage, probability, expected revenue and closing date. Win a deal and the Customer record is created automatically; lose one and Plio captures the reason.
Kanban pipeline
Drag deals between stages with a running rupee total per column, alongside List, Grid and Table views of the same records.
Customers
One record with every linked Lead, Deal and Support Ticket on a single Linked Records tab, plus documents and the full email thread.
Products
A full catalogue with SKU, pricing, tax, stock and reorder levels, plus an image gallery. Link products to Leads and Deals with per-line quantity and price so the record carries its own quote.
Email inside records
Gmail and Outlook over OAuth. Read Inbox, Sent and any real folder or label; compose, reply and forward with rich text, Cc/Bcc, attachments, priority and templates. Every Lead, Deal and Customer gets an Email tab showing the real conversation.
Calendar, two ways
Day, Week and Month grid with drag-to-create, reminders on any Lead or Deal, and two-way sync with the connected Google or Outlook calendar.
WhatsApp quotes
Build a quote from a record's linked products and send it on WhatsApp from a reusable template, with drag-in variable chips for any field on the record — formula fields included.
Team chat
Real-time direct messages between any two users: edit, delete for me or for everyone, pin, reply-to, bulk delete and unread badges. Plus a support-chat widget.
Pillar 4
Support that answers on time
The deadline is computed when the ticket is created, from its priority.
SLAs by priority
Urgent gets 4 hours, Low gets 7 days, and every threshold in between is configurable by an admin. The deadline is set automatically the moment the ticket lands.
Breach warnings
Overdue and near-breach tickets flag themselves, so the queue sorts itself by urgency instead of by a person remembering to check.
First-response time
Tracked per ticket and per agent, so the number you report is measured rather than estimated.
CSAT ratings
A star rating from the customer after the ticket closes, aggregated in dashboards and reports like any other field.
Email to ticket
Turn any email in the connected inbox into a support ticket in one click, keeping the thread attached.
Full ticket record
Priority, status, assignment, documents and the customer's history on one screen, linked back to their Customer record.
Pillar 5
Run the whole team
Roles that hold up under a curious user, not roles that hide a button.
Roles
Admin, Manager, Sales and Support, plus a Platform Admin tier for operators running several organisations.
Server-side scoping
A Manager sees their own team's data because the API query says so. The rule is applied where the records are fetched, not where they are drawn.
Tab-level access
An admin ticks which roles see which tabs, and can rename, re-icon, reorder or hide any tab in the sidebar.
Teams
Members, a manager, announcements that fan out as real notifications, and a Performance tab per team.
Monthly targets
A target per rep per month, with live progress on that rep's own dashboard.
Audit logs
Every create, update and delete, with a field-by-field before and after diff.
Multi-organisation
Run more than one organisation on a single login and switch between them. Every record is scoped server-side to the org it belongs to.
Org branding
Your logo, organisation name and details across the app.
Notifications
Announcements, follow-up reminders and assignment changes reach people in-app rather than in a separate email nobody reads.
The rest
The details that close deals
CSV in and out
On all 7 record modules. Export respects your current filters or your checkbox selection. Import reports bad rows individually without failing the batch, and every module ships a downloadable template with your own custom fields already in the headers.
Documents everywhere
Upload to any Lead, Deal, Customer, Ticket or Product, or link an existing Google Drive or OneDrive file. In-app preview for images, PDFs, text and Office formats, with zoom and pan.
Filters that stick
Multi-select filters, number ranges, date ranges and custom-field filters — collapsible, drag-reorderable, and saveable as presets.
Command palette
Press Ctrl+X anywhere to jump to a tab, create a record or search records.
Light, dark, 13 accents
Pick a theme and an accent colour and the whole app recolours, charts included.
Web and mobile
The whole CRM, on the phone
The iOS and Android app is not a cut-down viewer. It runs on the same backend as the browser, so anything you can do at a desk you can do standing in a customer's office.
Every module
Leads, deals, customers, tickets, products, teams and targets — the same 8 modules, not a subset.
Your custom fields
Rename a field or add one on the web and the app picks it up, formula fields and lookups included. There is no second schema to maintain.
Full read and write
Create and convert records, move deals between stages, reply to a ticket, log a follow-up. Not a read-only companion.
Same permissions
Role and team scoping is applied by the same server, so a Manager sees exactly what they see in the browser and nothing more.
Dashboards and filters
Your dashboard widgets and saved filter presets travel with you, so the numbers match what you left open on the desktop.
One codebase
Built in Flutter, so iOS and Android ship together and stay in step.
The web app also works in a mobile browser, so a rep can get going before installing anything.
India-first
Built for how India sells
These are not settings you switch on. They are how the product ships.
Book a 15-min demo- Indian number grouping₹74,25,000 across lists, widgets, quotes and exports — lakhs and crores, not thousands.
- GST on records and quote linesGSTIN on customers, tax held per product in the catalogue, and the split shown on the quote you send.
- +91 phone validationTen-digit mobiles checked on entry, and used for duplicate detection across leads and customers.
- IST clocksSLA deadlines, follow-up reminders and calendar events all run on Indian Standard Time.
Stack, if you were going to ask: React 19 and TypeScript on the front end, FastAPI and MySQL behind it, real OAuth for Gmail and Outlook, WebSocket chat, and server-side pagination and filtering on every list — so a 40,000-row Leads tab loads like a 400-row one.