Learn more about our services and what it is like to use Plineo and enhance your work experience.
Plineo provides you with a full toolset to manage your business seamlessly. Forget the tool, just focus on your work.
Manage your customersKeep your data organized. Attach documents, events, notes, and everything you need for a customer. Tag your customers and assign different color category for easy filtering, etc…
Track your sales pipelines Make sure no two sales members are targeting the same potential
Track your budget and study your forecast
Plineo handles many types of insurance policies. It allows you to track information, generate endorsements and renewals with ease
Track your claims, view a customer's claims history and track all settlements
Follow up on missing requirements, assign them to the appropriate staff and stay reminded about dues
Keep a detailed profile of all your employees, their legal documents, and their job history. Never miss a contract review or renewal. Help your staff ask for leaves or any request and get fast response.
Generate all the sheets to analyze your financials
Generate Production reports with a single click
Plineo is flexible and accessible from anywhere.
Since it’s Cloud based, all you need is an internet connection.
Download our Mobile app for a full experience.