NewPexpy AI: website chatbot + business copilot

Oneplatformforyour
entire business.

CRM, invoicing, commerce, logistics, marketing and support — one modular suite with multi-client workspaces and an AI assistant that actually knows your data.

30+plug-in modules
∞client workspaces
4AI engines to choose
14 daysfree trial, no card
The tour

Six suites. One database. Zero glue code.

01 / 08

Sales & CRM

A pipeline that fills itself — from your website chatbot straight into stages your team works.

  • Contact & deal pipeline
  • Chatbot-captured leads
  • Appointments & calendar
  • Support desk with snippets
Acme Co/Pipeline Search⌘KLKMEAD
Pipeline
6 open deals · $72,500
BoardListForecast Deal
Lead2
Acme CoLK
$12,000Website form
ShopAME
$3,900Chatbot
Qualified2
Orbit LogisticsAD
$22,500
BrightMediaLK
$9,500
Proposal2
CliniqaME
$6,200
Nordwind RealtyAD
$18,400Chatbot
Won0
02 / 08

Finance & Invoicing

Invoices, payments and financial dashboards that always agree with each other.

  • Branded invoices
  • Overdue tracking & reminders
  • Financial dashboard
  • CSV export for accounting
Acme Co/Invoices Search⌘KLKMEAD
Outstanding$8,420
Overdue2 · $6,300
Paid · 30 days$21,300
INV-2045Acme CoJun 12$1,280.00Draft
INV-2044ShopAJun 10$640.00Sent
INV-2042CliniqaMay 30$4,200.00Overdue
INV-2041BrightMediaMay 28$2,100.00Paid
INV-2039ShopAMay 24$2,100.00Overdue
INV-2042
Invoice
Bill toCliniqaDueMay 30
Annual support plan$3,600.00
Onboarding$600.00
Total$4,200.00
03 / 08

Commerce & Inventory

Run the store, the stock and the analytics from the same product catalog.

  • E-commerce dashboard
  • Returns & refunds
  • Store analytics
  • Stock & out-of-stock alerts
Acme Co/Store & Stock Search⌘KLKMEAD
Today’s sales$4,318 12%
Orders63
Avg. basket$68.50
ChannelsWeb 62% · Quotes 38%
Sales by hour
Top products · stock
Linen tote82
Ceramic mug64
Cold brew kit41
SKU-118 · Travel bottle Low
Live orders · web store+$84.00same catalog as your quotes
04 / 08

Operations & Logistics

Projects, shipments, files and jobs — everything moving, visible in one place.

  • Kanban & projects
  • Shipment tracking with ETAs
  • File manager with sharing
  • Event calendar with invitations
Acme Co/Shipments Search⌘KLKMEAD
126 in transit
TRK-100231
Istanbul → Berlin
In transit
ETA Jun 8
TRK-100236
Milan → Rotterdam
Picked up
ETA Jun 9
TRK-100228
Berlin → Paris
Delivered
ETA Jun 5
Customer asked in chat
Where is TRK-100231?In transit via DHL — ETA June 8.
05 / 08

Marketing & SEO

From keyword to campaign to report — with budget caps your clients will love.

  • Google Ads with approval flows
  • SEO tools & keyword tracking
  • Web analytics & tracking
  • Affiliate program
Acme Co/Ads & SEO · BrightMedia Search⌘KLKMEAD
Campaigns · monthly cap $1,000 each
Search · Brand$720 / $1,000 · ROAS 6.4×
Shopping · Spring$480 / $1,000 · ROAS 4.1×
Display · Retarget$910 / $1,000 · ROAS 2.2×
SEO · tracked keywords
modular business software#4 3
client workspace crm#7 5
invoice and crm in one#12 2
Approval neededBM

Raise Display · Retarget cap from $1,000 to $1,200 for June?

Requested by BrightMedia · client approval
ApproveDecline
06 / 08

AI & Automation

A chatbot for their website, a copilot for your dashboard — grounded in live CRM data.

  • Embeddable website chatbot
  • Business copilot with recommendations
  • Knowledge base & offers
  • Claude, GPT, MiniMax or your own model per client
Acme Co/Pexpy AI Search⌘KLKMEAD
Acme Co · Assistant
Where is my shipment TRK-100231?Your shipment TRK-100231 is in transit via DHL — Istanbul → Berlin, ETA June 8. Anything else I can check?I want to place my first order, any discount?Great timing! First-time customers get 15% off with code WELCOME15 — and shipping is free over $100. 🎉
Type a message…
Copilot · Monday snapshot
3 actions
Sales · 7d$12.4k 8%
Unpaid$6,300
Ads ROAS4.2×
Send reminders for 2 overdue invoices
$6,300 · Cliniqa, ShopA
Do it
Reorder SKU-118 before it runs out
9 left · ~3 days of sales
Do it
Review Display · Retarget
At 91% of cap · lowest ROAS
Do it
Sources · Orders · Invoices · Stock · Ads
07 / 08

Your clients get their own Pexpy.

Agencies and resellers run unlimited client workspaces under one roof — separate data, separate branding, separate module sets. Activate only what each client pays for.

  • Workspace switcher
  • Per-client modules & pricing
  • Roles & user groups
  • Public API + CSV
Acme Co/Workspaces Search⌘KLKMEAD
Client workspaces
BrightMediabrightmedia.pexpy.com
Nordwind Realtynordwind.pexpy.com
Cliniqacliniqa.pexpy.com
Orbit Logisticsorbit.pexpy.com
Add workspace
Modules · BrightMedia
metered for billing
Sales & CRM
Finance & Invoicing
Commerce & Inventory
Operations & Logistics
Marketing & SEO
AI & Automation
Roles & user groups
S+Sales4 people
M+Marketing2 people
C+Client viewers3 people
White-label
brightmedia.pexpy.com
Own logo, colours and domain
08 / 08

Plugs into everything you already run.

ERPs, stores, payment providers, ad platforms, carriers, chat apps and AI engines — imported or connected into the same records.

  • 37 integrations that work today
  • Public API & webhooks
  • MCP server for Claude, Cursor & more
  • CSV import / export on every entity
Acme Co/Integrations Search⌘KLKMEAD
37 integrationsPublic APIWebhooksMCP serverCSV import / export
Integrations

37 integrations. One record.

ERPs, stores, payment providers, ad platforms, carriers, chat apps and AI engines — imported or connected into the same records. Plus a public API, webhooks and an MCP server for the rest.

Pexpy AI

An assistant that knows your business — not just words.

Every answer is grounded in live data: orders, shipments, invoices, pipeline, ads. Visitors get instant status answers and offers; you get a copilot that reads the whole dashboard.

Website visitor
Trace
Matched tracking number TRK-100231
Read the shipment record · DHL · Istanbul → Berlin
Checked: the visitor sees only their own order
Answer · Claude

Reading live records…

Try
01Website chatbot

Embed with one snippet. Answers “where is my order?” from real shipment data — and never leaks other customers’ info.

02Lead capture built-in

Visitors leave their details in chat; Pexpy creates the CRM lead, the follow-up ticket and remembers them next visit.

03Business copilot

Ask for a snapshot: sales, unpaid invoices, ads CTR/ROAS, stock-outs — with prioritized recommendations.

04Your engine, your margin

Pick Claude, GPT, MiniMax or your own model (your API key) per client, set message limits, and bill with packages or per-reply pricing.

Multi-tenant by design

Your clients get their own Pexpy.

Agencies and resellers run unlimited client workspaces under one roof — separate data, separate branding, separate module sets. Activate only what each client pays for.

BrightMediabrightmedia.pexpy.com
● isolated
Google AdsSEOSmart ReportApprovals
Ad spend vs cap$3,240 / $5,000
Nordwind Realtynordwind.pexpy.com
● isolated
CRMQuotesAppointmentsChatbot
Open deals42 in pipeline
Cliniqacliniqa.pexpy.com
● isolated
AppointmentsSupport deskFilesChatbot
Slots booked today38 appointments
Orbit Logisticsorbit.pexpy.com
● isolated
ShipmentsInvoicingChatbotCalls
In transit126 shipments
ShopAshopa.pexpy.com
● isolated
StoreReturnsStock alertsChatbot
Orders today63 orders
Workspace switcher

Jump between clients in two clicks. Every dashboard re-renders with that client’s data.

Per-client modules & pricing

Turn modules on/off per client and set prices — the platform meters usage for billing.

Roles & user groups

Sales sees sales, marketing sees marketing. IAM groups keep client teams in their lane.

Public API + CSV

Account-scoped API keys and one-click CSV import/export on every entity.

Illustrative client workspaces — same platform, separate data, branding and modules.

Use cases

Built for the businesses you actually run.

The same platform, shaped by modules — here's how five very different teams use it.

Marketing agencies

Run 20 clients like it’s one.

Five tools per client, reports assembled by hand, and “quick status calls” that eat the week.

  • A workspace per client — data, branding and modules separated
  • Google Ads with budget caps and an approval flow clients trust
  • SEO, keywords, web analytics and white-label reports in one place
  • AI copilot drafts the monthly story: spend, CTR, ROAS, next steps
One dashboard per client, one login for you.
E-commerce brands

From “where’s my order?” to reorder — automatically.

Support drowning in WISMO tickets while the store, stock and ads live in different tabs.

  • Chatbot answers order, shipping and return questions from live data
  • Store, stock levels and analytics share one product catalog
  • Offers surface in chat — WELCOME15 at exactly the right moment
  • Logistics view with carriers, ETAs and in-transit alerts
Fewer tickets, faster answers, more repeat orders.
Clinics & healthcare

Appointments without the phone queue.

Front desk juggling calls while patients just want a slot, a reminder and a quick answer.

  • Appointment scheduling with calendar views your staff already get
  • Website assistant answers hours, directions and intake questions
  • Support desk for patient requests with priorities and assignment
  • Documents and forms organized in the file manager
A calmer front desk and a fuller calendar.
Real estate

Every inquiry becomes a pipeline card.

Leads from the website vanish into inboxes; viewings, offers and follow-ups live in someone’s head.

  • Chatbot captures buyer/seller leads with budget and interest
  • CRM stages from first contact to closing — with deal values
  • Appointments for viewings, projects for listings in progress
  • Quotes with online acceptance for offers
No lead left behind — literally.
Logistics & wholesale

Shipments, invoices and clients in lockstep.

Customers call for status; finance chases invoices; operations lives in spreadsheets.

  • Shipment tracking with carriers, routes and ETAs
  • Customers self-serve status through the chatbot — by tracking number
  • Invoicing tied to orders, with overdue chasing built in
  • Voice-AI partner integration logs calls into the same history
Status calls answer themselves.
Shipping weekly

New in Pexpy this month.

The platform compounds: every week real, verified capabilities land for every workspace — no upgrade tiers, no waiting lists.

Smart Report

One click assembles a client-ready report: real cross-module numbers, trends with a 7-day projection, and an AI-drafted executive narrative you can edit.

Pexpy MCP server

Your workspace inside Claude, Cursor and other MCP clients — see a customer’s whole picture, log a call, move a deal or check KPIs from a chat. Scoped API keys, every call logged.

Invite sent · .ics + Meet
Calendar with real invites

Invite teammates, contacts and leads to events with real calendar invitations (.ics) that open in Google Calendar and Outlook.

Published · shareable link
Landing page agent

Describe the goal — get a branded, responsive landing page with AI-written copy, hosted on a shareable link with view tracking.

Your order shipped 📦Thanks!Reminder: invoice due Friday
SMS outreach & alerts

Twilio or Plivo, your keys: SMS joins email, WhatsApp and calls in outreach cadences, plus real-time business alerts.

Sources citedDecision traceQA score · 100% of chats
AI Trust Layer

Cited sources, decision traces, 100% automated QA scoring and an AI Coach that drafts knowledge-base fixes from failure patterns.

Pricing

Start small. Activate more as you grow.

Transparent plans, modules included — add the AI Assistant to any of them.

Starter
$39/mo

For a small team getting its operations into one place.

1 workspace · 3 users
See plan
BusinessMost popular
$119/mo

For growing companies that sell, ship and market.

3 workspaces · 10 users
See plan
Agency
$279/mo

For agencies and resellers running client workspaces.

Unlimited client workspaces
See plan
Enterprise
Custom

For platforms and partners with custom needs.

Custom workspace volume
Talk to us
Example scenarios

What a week in Pexpy can look like.

“Move six tools into one workspace — and the chatbot answers shipping questions correctly, because it reads your real shipment data.”
EtE-commerce teamExample scenario — illustrative, not a customer quote
“Activate the modules each client pays for, cap their ad budgets, and let the monthly report assemble itself from live numbers.”
MaMarketing agencyExample scenario — illustrative, not a customer quote
“Before the Monday coffee, the copilot flags the two overdue invoices and the stock-out that need you.”
SoStore ownerExample scenario — illustrative, not a customer quote
FAQ

Questions, answered.

One product, modular by design. CRM, invoicing, commerce, logistics, marketing, support and AI are modules you activate per workspace — they share one database, so everything agrees.

Put your business in one place.

Request a trial, invite your team, and turn on the modules you need — 14 days free, no card required.