Real-time webCRM dashboards with Plecto

Get a Complete Overview of Your Business

Integrate webCRM with Plecto to track your key activities, KPIs, and business metrics in one place. Gain real-time insights to boost performance and stay on top of every opportunity.

Motivate Your Team with Gamification

Drive engagement with leaderboards, contests, and real-time notifications that celebrate every milestone. Display your webCRM dashboards on office TV screens, desktops, or mobile devices with Plecto’s iOS and Android apps.

Deeper insights into your data

Go beyond the data that's in your CRM with Plecto's dashboards and reporting tools. Create customized dashboards that display the metrics that matter to your business. Use conditional colors to easily monitor progress and make data-driven decisions.

Technical details

Types of data you
can import

Types of data Update frequency Default member field Default date field Supports custom fields Supports automatic registration deletion Supports relations
Deliveries Every 2m DeliveryAssignedTo DeliveryCreatedAt
Support Cases Every 2m
Meetings Every 2m
Products Every 2m
Quotation Lines Every 2m
Organizations Every 2m OrganisationAssignedTo OrganisationCreatedAt
Persons Every 2m
Opportunities Deliveries Every 2m
Activities Every 2m ActivityAssignedTo ActivityCreatedAt
Opportunities Every 2m OpportunityAssignedTo OpportunityCreatedAt
Events Every 2m EventAssignedTo EventCreatedAt
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