Workflow automation
Trigger follow-ups, route deals, and update records automatically — without writing a single Zap.
Early access — invites go out in batchesA CRM that bends
A CRM that bends
to how you work.
Most CRMs make you model your work their way. PlexiaDesk lets you define your own records, fields and workflows — then gets out of the way. Join the waitlist to get early access.
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.
What’s already working
These are the parts we use ourselves every day. Early access opens on them first.
Records you define
Create your own record types and fields — properties, candidates, contracts, patients. No developer, no consultant.
Visual workflows
Draw what should happen when a record changes: send the email, assign the task, move the stage, call the webhook.
Reports on your own fields
Filter, group and chart the fields you created, save the views your team keeps asking for, and export to CSV.
Permissions per field
Roles control access down to individual entities and fields, so finance sees revenue and support never does.
What happens after you join
You join with an email
That is the whole form. The extra questions are optional and only there if you want to tell us what you'd track.
We invite in small batches
We onboard a handful of teams at a time so we can set up your record types with you instead of leaving you in an empty workspace.
Your invite arrives
One email with a link when it's your turn. Nothing else lands in your inbox in the meantime.
Before you sign up
The questions we get asked most, answered plainly.
In batches, starting with the teams whose use case we can support well today. We're not putting a date on it because we'd rather move it than miss it — you'll hear from us the moment your invite is ready.
Something else on your mind? Email us