Workflow automation
Trigger follow-ups, route deals, and update records automatically — without writing a single Zap.
New · Built-in workflow automationThe flexible CRM your
The flexible CRM your
team will actually use.
PlexiaDesk gives sales, success and ops teams one workspace for deals, contacts and the workflows that move them forward.
Trusted by revenue teams at fast-growing companies
- Northwind
- Lattice
- Helix
- Pulse
- Ember
- Cobalt
- Nimbus
- Quanta
- Northwind
- Lattice
- Helix
- Pulse
- Ember
- Cobalt
- Nimbus
- Quanta
Customizable reports
Slice pipeline, activity, and revenue data with filters, segments and saved views your team can share.
Unified workspace
Contacts, companies, deals and tasks live together so reps stop hopping between four different tabs.
Pipeline insights
that close themselves.
See win-rates, stage velocity and forecast confidence the moment a deal moves — no spreadsheet exports required.
- Smart alerts when deals stall.
- Live dashboards rev-ops will love.
Build any object.
Skip the dev ticket.
Custom entities, fields and views let your team model the work the way it actually happens — accounts, contracts, properties, anything.
- Custom entities
- Conditional fields
- Saved segments
- Role-based access
- Audit trail
Everything your revenue
team needs in one place.
From the first inbound to the renewal — PlexiaDesk keeps the entire customer journey visible to your whole team.
Live activity feed
for the whole team.
Calls, emails, meetings and notes show up in one timeline so the next rep to touch the account is fully briefed in seconds.
Pipeline health.
Spot deals slipping out of stage before forecast call.
Shared inbox.
Everyone sees the same conversation thread on every account.
One workspace.
Pricing that scales with you.
Starter
For small teams getting their first CRM in place.
Free
Always free for up to 3 seats
What’s included:
- Up to 3 seats
- Contacts, deals & tasks
- 2 custom workflows
- Email support
Growth
For revenue teams that need pipeline insight.
$29/seat/mo
Billed monthly
What’s included:
- Unlimited seats
- Custom entities & fields
- Workflow automation
- Reports & forecasting
Enterprise
For larger orgs with security and scale needs.
$79/seat/mo
Billed monthly
What’s included:
- SSO & SCIM provisioning
- Granular roles & permissions
- Audit logs & data residency
- Dedicated success manager
Trusted by 23,000+ revenue teams worldwide
Guy Hawkins
Head of Sales, Northwind
“We replaced two tools and a spreadsheet with PlexiaDesk. Forecast accuracy went up 18% in our first quarter on it.”
5.0Esther Howard
RevOps Manager, Lattice
“Custom entities meant we modelled our renewal motion exactly the way we run it — without waiting on engineering.”
5.0Leslie Alexander
Founder & CEO, Helix
“Our reps stopped logging activity in three places. Pipeline reviews are now driven by what PlexiaDesk shows in real time.”
5.0Jacob Jones
Customer Success Lead, Pulse
“Workflows fired the moment a deal was won and our onboarding kicked off automatically. Saved us 6 hours per account.”
4.0Guy Hawkins
Head of Sales, Northwind
“We replaced two tools and a spreadsheet with PlexiaDesk. Forecast accuracy went up 18% in our first quarter on it.”
5.0Esther Howard
RevOps Manager, Lattice
“Custom entities meant we modelled our renewal motion exactly the way we run it — without waiting on engineering.”
5.0Leslie Alexander
Founder & CEO, Helix
“Our reps stopped logging activity in three places. Pipeline reviews are now driven by what PlexiaDesk shows in real time.”
5.0Jacob Jones
Customer Success Lead, Pulse
“Workflows fired the moment a deal was won and our onboarding kicked off automatically. Saved us 6 hours per account.”
4.0
Everything modern revenue teams need
Forecasting
Predict close dates and ARR with rolling pipeline models that learn from your team's history.
Capacity planning
Balance accounts across reps based on coverage, territory and quota — automatically.
Reports & dashboards
Drag-and-drop charts, segments and saved views your team can pin to their workspace.
Roles & permissions
Granular access controls so the right people see the right deals — and only those deals.
Frequently asked questions
Everything teams ask before moving their CRM to PlexiaDesk.
PlexiaDesk is built around custom entities — your team models the work the way it actually happens (renewals, properties, contracts, anything) without paying for a professional services engagement. Setup is hours, not months.
Still have questions about PlexiaDesk? Talk to sales