PlexiaDesk for records
Everything about a record, on the record
Attach the brief, add the subtasks, keep the notes where the record lives — instead of scattering them across a drive, a task tool and someone's inbox.
One email to join. No credit card, no sales call.
One place to look, not four
The document is in a drive, the task is in another tool, the decision is in an inbox. Keeping all three on the record means finding one thing instead of remembering three.
Files where the work is
Attach the brief, the contract or the scorecard to the record it belongs to, so the next person doesn't have to go looking for it.
12 Oakfield Road · details
- Vendor prefers a 6-week completion.
- Chain free — confirmed with the agent.
Tasks that carry their context
Add the subtasks a record needs and assign them. Whoever picks one up opens the record and has everything the task refers to.
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 |
Notes that outlive the thread
Write down what was agreed on the record itself, where it stays legible to whoever opens it next month.
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.
How teams use notes, files & tasks
Everything about a candidate in one place
CV, scorecards, interview notes and next steps on the candidate record.
- Attach CVs and portfolios to the candidate rather than a shared drive.
- Add the interview stages as tasks with owners.
- Keep debrief notes where the next interviewer will find them.
12 Oakfield Road · details
- Vendor prefers a 6-week completion.
- Chain free — confirmed with the agent.
Still have questions? We have answers.
Files attach to any record, so documents, spreadsheets, images and PDFs all live alongside the work they relate to.
Start shaping your CRM in an afternoon
One email to join. No credit card, no sales call.