PlexiWin, Deployed — Sales & Marketing CRM with an AI Copilot
Client: Appmontize
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
This entry is different from the others in this section, and we would rather say so than let you work it out: it is a deployment of PlexiWin, our own CRM product, shaped around how this particular team actually sells, with different views and permissions for each role and an AI assistant embedded inside the workflow rather than bolted on beside it.
We say elsewhere on this site that we will not put your logo on somebody else's product. PlexiWin is not somebody else's. The people who wrote it are the people who fitted it to this team.
What the client got
A CRM the team actually uses. Off-the-shelf systems had been abandoned here before, because people kept a private spreadsheet for the parts the software could not handle — which meant management never had a true picture. Fitting the system to the real process removed the reason for the shadow spreadsheet.
And because the AI sits inside the flow of work rather than in a separate window, it gets used: drafting, summarising and surfacing what needs attention without anyone stopping to go and ask it.