Solutions
Same CRM, three different Mondays
Plio is one product. What changes is which screen you open first and what it is allowed to show you.
For sales teams
Work the pipeline, not the spreadsheet
A rep opens Plio to their own leads, their own deals and today's follow-ups. Everything they need to move a deal is on the record they are already looking at.
- Kanban board with a running rupee total per stage, plus List, Grid and Table views
- Quotes built from the product catalogue with per-line quantity and price
- Send that quote on WhatsApp from a template with variable chips for any field
- The real Gmail or Outlook thread with that contact on the record itself
- Follow-up reminders and calendar events that sync both ways
- Monthly target progress on their own dashboard
A Tuesday, in order
- Open to 6 follow-ups due today, sorted by value.
- New lead from the website form — Plio flags it as a duplicate of an existing contact on the phone number.
- Convert the good one to a Deal in one click; it lands in Qualified.
- Add 40 seats from the catalogue to the deal; the Calculate field works out net payable with GST.
- Send the quote on WhatsApp, then reply to the email thread from the same screen.
- Drag the card to Negotiation. The column total moves with it.
For support teams
The queue sorts itself by what is about to breach
An agent opens Plio to tickets ordered by how close each one is to its deadline. That deadline was set automatically when the ticket was created.
- Automatic SLA per priority — 4 hours for Urgent through to 7 days for Low, all admin-configurable
- Overdue and near-breach flags, so nothing depends on a person watching
- First-response time measured per ticket and per agent
- A CSAT star rating from the customer on close
- Turn any inbox email into a ticket in one click, thread attached
- The customer's deals, documents and past tickets on the same screen
Default SLA thresholds
An admin can change every one of these.
UrgentResolve within4 hours
HighResolve within1 day
MediumResolve within3 days
LowResolve within7 days
For founders & ops
Answer your own questions, at 11pm, without asking anyone
You build the dashboard once and it stays right, because it reads the same records the team works in all day.
- 6 widget types, any tab, any field, any aggregation, stacked filters
- Click a widget and land on the records, so a number always has names behind it
- Reports export to PDF; the rows export to CSV
- Audit log of every create, update and delete with a field-level diff
- Monthly targets per rep and a Performance tab per team
- Run several organisations on one login if you operate more than one business
Questions people build widgets for
- Which source produced the deals we actually won last quarter?
- Who is sitting on deals older than 45 days?
- What is the West team's win rate against target this month?
- Which products show up on lost deals more than won ones?
- Which agent's tickets get the best CSAT, and how fast do they reply?