The WhatsApp CRM that closes deals for small teams
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Every WhatsApp, Instagram and Telegram chat lands in one inbox — and becomes a deal
Reply from one screen, move the deal along your pipeline, assign a task to a teammate. No more customer data scattered across phones and spreadsheets.
Six years on the market. Built by the team behind OkoCRM.
Built-in telephony with call recording. Every call is logged in the customer profile, so anyone on the team can pick up the conversation.
Local phone numbers for each country you sell to — customers answer familiar area codes far more often.
Set access rules by role: a manager sees only their own deals, a team lead sees the team, the owner sees everything. Leaving employees take no customer data with them.
Plexeo matches new chats and calls to existing contacts by phone number and email, so the same customer never ends up in two places.
Found a duplicate anyway? Merge two cards into one in a click.
A new WhatsApp message creates a deal and assigns it to a manager. A stage change sends a follow-up template. A missed reply creates a task.
Teams save about a third of the time they used to spend on manual follow-ups.
Chats from every messenger, calls, emails, deals, tasks and files — in one timeline. Open a card and know exactly where the conversation stands.
Conversion by manager, average deal size, response time in chats, calls made. Built-in reports, no spreadsheets or extra BI tools.
Connect the channels your customers already use
Start selling on WhatsApp today
Connect your number, invite the team and close your first deal in Plexeo within an hour.
Frequently asked questions
Both. You can connect an official WhatsApp Business API number for templates, broadcasts and unlimited agents, or link a regular WhatsApp Business number by QR code to start in minutes. We recommend the API for teams of three or more.
From $7.90 per user per month. WhatsApp, Instagram, Telegram and Messenger are included — there is no extra fee per channel or per conversation on our side. Meta charges its own fees for WhatsApp Business API conversations; those go directly to Meta.
Yes. The whole team works from one shared inbox on a single number. Each chat is assigned to a manager, and you see who is replying and how fast.
Yes. Import contacts, companies and deals from CSV or Excel in a few minutes. Field mapping is done in the interface, and our support team helps with the first import for free.
There is a 7-day free trial with every feature enabled and no card required. After the trial you pick a plan; if you do nothing, the account simply pauses — nothing is charged.
Data is stored in encrypted cloud infrastructure with daily backups. You can export contacts, deals and chat history to CSV at any time — your data stays yours.
Yes. iOS and Android apps let you reply to WhatsApp and Instagram chats, call customers and update deals on the go. Push notifications for new messages and tasks are included.