Plexxa for any business · Import your existing records · Live in an afternoon

Not on our list? It still fits.

The industry pages are the same platform wearing different vocabulary. Underneath there is one product: your records, your documents, your database, your mailbox — and an assistant that answers from them with the source attached. If your business runs on records and paperwork, that is all it needs.

14-day trial · No credit card · No industry-specific setup required
Questions that are the same in every industry
QWhat do our terms say about late payment? QWhich enquiries have had no contact this week? QHow many open jobs are there right now? QDraft a reply to this complaint from our policy. QWhich cases are overdue today? QWhat did we agree with this supplier last year? QWho owns this account and what happened last? QSummarise this 40-page contract.
Any business

Three layers, and none of them care what you sell.

Professional services, trades, education, manufacturing, not-for-profits, hospitality — the shape of the work is the same. Records that need an owner, documents nobody can find, and a database only two people know how to query.

Knowledge library

Answers from your own paperwork, with the source.

Contracts, policies, manuals, price lists, scanned paperwork, whole websites. Load them once and the assistant answers in plain English with a citation, so anyone can check where the answer came from instead of taking it on trust.

  • PDF, DOCX, XLSX, CSV and images with OCR
  • Whole websites crawled and refreshed
  • Every answer cited to its document
  • Shared across the whole team
  • Ask in plain English, no query syntax
  • Same answers on your website widget
“What do our terms say about late payment?”
Workspace/ Knowledge library
TC
Standard T&Cs 2026
— Clause 4.2 — payment terms
Cited
PM
Operations manual
— Indexed with OCR
Indexed
SA
Supplier agreements
— 14 documents
Indexed
WS
Your website
— Crawled weekly
Refreshed
Clients, pipeline & cases

The CRM layer, whatever you call it.

Contacts and organisations, an enquiry pipeline with your own stages, and cases for anything that needs an owner and a deadline — a complaint, a claim, a repair, a application. Import what you already hold and keep working the same day.

  • Contacts, organisations and households
  • Your own pipeline stages and values
  • Cases with priority, owner and due dates
  • Parent and child cases
  • Overdue and unattended views
  • Imported from your current system
“Which cases are overdue and unassigned?”
Workspace/ Clients, pipeline & cases
EN
Enquiry — Harding
— No contact for 8 days
Overdue
CS
Case #412
— Escalated · owner assigned
Urgent
OR
Ordway Group
— Organisation · 4 contacts
Account
PL
Pipeline
— Proposal stage · 6 open
Pipeline
Live data, email & widget

Plugged into what you already run.

Point the assistant at your existing database for exact, current numbers. Let it triage the shared mailbox and draft replies a person approves. Put the same knowledge on your website so customers get answers without emailing you at all.

  • Read-only queries against your database
  • Exact counts, not estimates
  • Mailbox triage with drafts you approve
  • Nothing sent without a person, unless you allow it
  • Embeddable website widget
  • Per-role access controls throughout
“How many open jobs are there right now?”
Workspace/ Live data, email & widget
DB
Live database
— Queried at request time
Live
IN
Shared inbox
— Triaged · 3 drafts ready
Drafts
WG
Website widget
— Answering visitors
Live
RL
Roles
— Who can see what
Enforced
Included with every workspace

All of this sits on the full Plexxa platform.

Nothing here is a separate product. The same assistant, knowledge library and controls come with every Plexxa workspace, whatever industry you are in.

Ready when you are

Start with your own paperwork.

14 days, no card, the full platform. Load a handful of your documents, connect a mailbox, and see what your team asks first. If it turns out you need industry-specific work, tell us — that is how the travel modules started.