The customers you already have, written down as you go.
Plexvia keeps a record for each person and company your business deals with. Most of them appear on their own, out of the email you were answering anyway, with the messages you have already exchanged beside them.
Everyone you deal with, in one list.
Open a customer to see who they are, how to reach them, and what has already been said. Look somebody up by their email address or phone number, or filter the list by company, tag, owner or when you last heard from them.
A new sender becomes a record.
The first time somebody emails your business, Plexvia creates the customer behind that address and files the conversation against it. Nobody copies anything into a second system, because there is no second system to copy it into.
- Created from the address the email actually came from
- The same address next month finds the same customer, not a second one
- You can still add a customer by hand, and correct what is on one
Alice Nowak
Operations Manager at Riverbend Cafe
- Contact detail
- alice@riverbendcafe.co From her first email
- Contact detail
- +44 7700 900321 From her signature
The same person, however long the gap.
A customer is recognised by the email addresses and phone numbers on their record, so an enquiry in March and an order in November land on the same person rather than on two strangers who happen to share a name.
- Recognised by contact detail, not by how a name was spelled
- A person can hold more than one address or number
- Move a detail to the right record if it turns out to belong there
History
Alice Nowak
Email received
Re: April order · Today, 09:14
Reply sent
By Jordan Reyes · Today, 09:31
Phone number added
Read from her signature · 12 March
Linked to Riverbend Cafe
By Maya Kaur · 12 March
Customer added
From her first email · 2 March
It reads the signature, not your mind.
When an email arrives with a signature under it, Plexvia can fill in what the record is still missing: the company, the role, a direct number. It only ever fills a blank.
- Fills empty fields only, and never writes over one
- What you or a colleague typed stays exactly as you typed it
- Costs nothing on a record that is already complete
From her signature
Read from one email
Thanks, speak soon.
Alice Nowak
Operations Manager, Riverbend Cafe
+44 7700 900321
- CompanyRiverbend Cafe
- RoleOperations Manager
- Phone+44 7700 900321
- NameAlice NowakAlready set, kept
A person, a company, or a person at one.
Some customers are individuals. Some are organizations with several people behind them, and a shared address like hello@ that belongs to the company rather than to any one of them. Plexvia keeps both, and the link between them.
- Individuals and organizations kept as separate kinds of record
- People listed under the company they work for, with their role
- One of them marked as the main contact, where you know which
Riverbend Cafe
hello@riverbendcafe.co
People
- ANMain contact
Alice Nowak
Operations Manager
- SE
Sam Ellery
Head Chef
- RA
Ruth Adeyemi
Accounts
The shared address belongs to the company. Alice keeps her own record.
Two records for one person, joined on purpose.
Plexvia does not quietly decide that two customers are the same. When you find a duplicate, you choose the pair, and you are shown what would move and which record survives before anything happens.
- Nothing merges on its own; a person decides every time
- A preview first, so you see the result before you agree to it
- Reversible for thirty days, with a record of who did it
Before you merge
Nothing has changed yet
A. Nowak
1 email address
2 conversations
Alice Nowak
Kept
9 conversations after
Reversible for 30 days. Nothing is deleted either way.
Records, not a sales pipeline.
Plexvia holds who your customers are and what has been said to them. It has no deals, no quotes, no invoicing and no pipeline stages, and it does not score anybody.
An owner, so it is clear who picks it up
Put a colleague’s name on a customer when the relationship is theirs to carry.
Your own labels
Tag customers the way your team already talks about them, then filter the list by it.
Addresses behind their own permission
Seeing a customer’s name is one thing. Reading their email address and phone number is a separate permission you grant.
Names kept encrypted
Customer names and contact details are encrypted where they are stored, like the messages they came from.
Archive, not delete
Archiving takes a customer off the list and frees their address for a fresh start, without discarding what was already said.
The assistant is told who, not what
When the assistant is answering a customer it knows, it is told who it is speaking to. Not their address, not their phone number, and none of their history.
Coming soon, switched on workspace by workspace
Customers is finished in the product and not yet switched on for anybody. Here is exactly where it stands.
Switched on one workspace at a time
Customers is built and tested, and it is off everywhere while we turn it on gradually. We are not announcing a date.
The records are already being kept
Plexvia already creates the customer behind each new email sender, and attaches the conversation to it, while the section itself is still switched off. A workspace that is switched on does not start from empty.
Nothing to do in the meantime
Bring your mailbox in and answer your email as you already do. That is the thing that builds the records.
Until then, the same email address is what ties a conversation together in your inbox.
The rest of the platform
Every part of Plexvia draws on the same knowledge and the same access rules.
Answer your email. The records follow.
Bring your mailbox into Plexvia now and the customer behind each conversation is already being kept, ready for the day the section opens. Coming soon, switched on workspace by workspace.
Free to start · No card required