One platform for your 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
- 4
- AI engines to choose
- 5 min
- to first workspace
Powering teams at
Six suites. One database. Zero glue code.
Every module reads and writes the same data — so your CRM knows about invoices, your chatbot knows about shipments, and your reports never disagree.
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
Finance & Invoicing
Invoices, payments and financial dashboards that always agree with each other.
- Branded invoices
- Overdue tracking & reminders
- Financial dashboard
- CSV export for accounting
Commerce & POS
Run the store, the counter and the analytics from the same product catalog.
- E-commerce dashboard
- Point of Sale
- Store analytics
- Stock & out-of-stock alerts
Operations & Logistics
Projects, shipments, files and jobs — everything moving, visible in one place.
- Kanban & projects
- Shipment tracking with ETAs
- File manager with sharing
- Job board & events
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
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
- Choose Claude, GPT or MiniMax per client
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
NewOne 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
NewYour workspace inside Claude and ChatGPT — search leads, open tickets, check KPIs and book events from a chat, scoped by workspace API keys.
Calendar with real invites
NewInvite teammates, contacts and leads to events; send Google Calendar / Outlook invitations and .ics files, with Meet links attached.
Landing page agent
NewDescribe the goal — get a branded, responsive landing page with AI-written copy, hosted on a shareable link with view tracking.
SMS outreach & alerts
NewTwilio or Plivo, your keys: SMS joins email, WhatsApp and calls in outreach cadences, plus real-time business alerts.
AI Trust Layer
NewCited sources, decision traces, 100% automated QA scoring and an AI Coach that drafts knowledge-base fixes from failure patterns.
Follow every release on the Pexpy blog →
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 chatbot
Embed with one snippet. Answers “where is my order?” from real shipment data — and never leaks other customers’ info.
Lead capture built-in
Visitors leave their details in chat; Pexpy creates the CRM lead, the follow-up ticket and remembers them next visit.
Business copilot
Ask for a snapshot: sales, unpaid invoices, ads CTR/ROAS, stock-outs — with prioritized recommendations.
Your engine, your margin
Pick Claude, GPT or MiniMax per client, set message limits, and bill with packages or per-reply pricing.
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
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.
Built for the businesses you actually run.
The same platform, shaped by modules — here's how five very different teams use it.
Run 20 clients like it’s one.
The pain: 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.
Start with this setupStart small. Activate more as you grow.
Transparent plans, modules included — add the AI Assistant to any of them.
Starter
For a small team getting its operations into one place.
- 1 workspace · 3 users
- CRM & pipeline
- Invoicing & payments tracking
- Support desk
- Appointments & event calendar
Business
For growing companies that sell, ship and market.
- 3 workspaces · 10 users
- Everything in Starter
- E-commerce, POS & store analytics
- Logistics & shipment tracking
- Financial dashboard & reports
Agency
For agencies and resellers running client workspaces.
- Unlimited client workspaces
- Everything in Business
- Google Ads suite with approvals & budget caps
- SEO tools, keywords & affiliate program
- Per-client module activation & pricing
Teams that moved in, stayed.
“We moved six tools into Pexpy in a week. The part I didn’t expect: the chatbot actually answers shipping questions correctly, because it reads our real data.”
“Client workspaces changed how we sell. We activate the modules a client pays for, cap their ad budgets, and the monthly report writes itself.”
“The copilot flagged two overdue invoices and a stock-out before my Monday coffee. That’s the assistant I wanted.”
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.
Start free, invite your team, and turn on the modules you need. Your first workspace takes five minutes.
14-day free trial · No card required · Live demo — request access with your business email and we’ll set you up.