PlexiWin — CRM with an AI Copilot
Client: Our own product · live with a paying customer · plexiwin.in ↗
01 / 14Sign-in, split screen: the product's promise at left, workspace login at right with demo roles from super admin down to agent and HR
What we built
Our own CRM, built for sales and marketing organisations where several roles work the same pipeline. Each role gets its own views and permissions, and an AI assistant sits inside the flow of work — drafting, summarising and surfacing what needs attention — rather than in a separate window nobody opens.
It covers the whole commercial motion rather than the pipeline alone: leads and their sources, quotations built from a priced catalogue, campaigns across email, messaging and calling, post-sale satisfaction, and complaints with the clock running on each one.
What each person sees depends on what they do. An agent works a list, a manager works a team, and a director sees the company — the same data, cut three ways, so nobody is reading around someone else's screen.
What the client got
PlexiWin is live with a paying customer: the Appmontize deployment is entry 03 in Section 01. That is the loop this document keeps describing, running in both directions — client work becomes product, and product goes back out as client work.
A sales floor where nothing waits to be noticed. Unassigned enquiries, overdue follow-ups and breached response times surface on their own rather than being found.