PlexiaDesk for records
Records shaped like your work
Model the things your team actually tracks — properties, candidates, contracts, patients — with the fields that belong on them. No developer, no consultant, no waiting a quarter for a single field.
One email to join. No credit card, no sales call.
Start from your work, not someone else's schema
Most CRMs hand you contacts, companies and deals, then ask you to bend everything else into those three shapes. PlexiaDesk starts empty and lets you name what you track.
Create a record type in minutes
Give it a name, add the fields it needs, and start adding records. Text, numbers, dates, currency, select lists, toggles and file attachments are all built in.
Properties · record type
- BedroomsField
- Square feetField
2 fields on this record type
Change your mind without a migration
Add a field, rename one, or drop it entirely — after the records exist. Nothing about your setup is locked in at creation time.
Start from a template
- Contacts
- Companies
- Deals
- Tasks
…or start from an empty record type.
Start from a template when it helps
Take a starter layout, rename what doesn't fit, and delete what you'll never use. It's a head start, not a cage.
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 custom record types
Properties from enquiry to completion
Track the listing, not a deal record pretending to be one.
- Give every property its guide price, bedrooms, EPC rating and viewing history as first-class fields.
- Move records through your own stages — enquiry, viewing, offer, contracts — rather than generic pipeline steps.
- Keep the vendor, the buyer and the solicitor linked to the property they belong to.
Properties · record type
- BedroomsField
- Square feetField
2 fields on this record type
Still have questions? We have answers.
As many as your work needs. Record types are configuration, not custom development, so adding one costs you a few minutes rather than a project.
Start shaping your CRM in an afternoon
One email to join. No credit card, no sales call.