Sales Strategies for
Small Businesses
using Plexie
Develop reliable sales strategies for your small business by collaborating with your team, sharing notes, valuable sales resources, and creating personalized experiences for prospects. With Plexie templates, you can establish your sales plan, manage content, projects, and plan with your team.
Plexie for your Small Business Sales Team
Collaborate on ideas, keep track of activities, plan goals and campaigns with Plexie.
Team Collaboration
Create a seamless sales cycle with your team.
Ask the right questions, jot down notes, and qualify prospective clients and sales opportunities. Stay aligned by sharing your customized Plexie with your team.


Content Management
Create a Client Resource Portal.
Create an immersive, engaging experience that offers simple, secure content and file sharing for your prospective clients. Easily customize the look and feel of each Plexie to match your brand.
See an example of how your Sales team can benefit from Plexie.
Project Management
Manage your projects, team and everything in between.
Coordinate projects, manage content, tasks and develop other
small business sales strategies with ease using the
all-new Plexie Smart Tables.
