PlexiaDesk for teams
The state of the work, on the work
Comments, @mentions and a full activity trail sit on the record itself — so the current state of anything is wherever the work already lives, not in someone's inbox.
One email to join. No credit card, no sales call.
Stop asking for status
The question "where did this get to?" is usually answered in a thread nobody else can see. Putting the conversation on the record makes the answer visible by default.
Discussion on the record, not around it
Comment where the work is. Anyone who opens the record later gets the reasoning along with the result, instead of a field that changed for no visible reason.
12 Oakfield Road · activity
Sarah G.2h ago
Survey came back clean — moving to contracts.
Michael C.1h ago
@sarahcan you confirm the completion date?
Sarah G.12m ago
Confirmed for the 14th. Added it to the record.
Pull the right person in with @
Mention a teammate to bring them to the record and notify them. No forwarding, no re-explaining the context they can now see for themselves.
12 Oakfield Road · details
- Vendor prefers a 6-week completion.
- Chain free — confirmed with the agent.
A trail of what actually happened
Every change is recorded with who made it and when, so you can reconstruct how a record reached its current state without asking anyone.
Properties · 5 records
| Property | Stage | Owner | Guide price |
|---|---|---|---|
| 12 Oakfield Road | Viewing | SG | £465,000 |
| 8 Marlow Court | Offer | MC | £320,000 |
| The Old Dairy | Contracts | EM | £712,500 |
| 44 Bridge Street | Enquiry | JP | £289,000 |
| 2 Harbour View | Viewing | SG | £540,000 |
How teams use activity & mentions
Deal context that survives a handover
The next person to touch the deal inherits the reasoning, not just the fields.
- Keep call notes and objections on the deal rather than in a private thread.
- @mention the specialist you need on the record they need to see.
- See what changed on a stalled deal and when it stalled.
12 Oakfield Road · activity
Sarah G.2h ago
Survey came back clean — moving to contracts.
Michael C.1h ago
@sarahcan you confirm the completion date?
Sarah G.12m ago
Confirmed for the 14th. Added it to the record.
Still have questions? We have answers.
Comments follow the permissions of the record they sit on. If someone cannot see the record, they cannot see the discussion on it.
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