Most CRMs added a chatbot. Plyto is built the other way around: an agent that imports contacts, drafts campaigns, builds automations and reports what happened, with you approving anything that spends money or reaches a customer.
Service businesses
Roofers, med spas, HVAC, dental: businesses that live on leads and follow-up.
Small B2B and SaaS teams
A founder and a few reps who need pipeline, email and ads without an ops hire.
Agencies and consultants
Run several client businesses from one login, unlimited seats on every plan.
Solo operators
One person doing the work of a marketing team, with an agent that keeps up.
Traditional CRMs are databases with opinions: every field filled by hand, every campaign built click by click, every report assembled by you. AI bolted onto that model writes a nicer email but leaves you as the operator. An AI CRM only matters if the AI can actually run the system end to end.
"Import my contacts from this CSV, then tell me who has gone quiet." The agent runs the import, dedupes, and answers with names and numbers, not a dashboard scavenger hunt.
The agent drafts campaigns, emails and automations. Nothing sends, spends or publishes until you approve it. Every action lands in an audit log with who did what, including the agent.
Contacts, deals, email marketing, lead forms, automations, a website builder, SEO tools and paid ads live in one place, so the agent can connect them instead of you exporting CSVs between tools.
The agent watches your numbers and says things before you ask: a campaign serving nothing, an ad eating budget with no results, a lead that never got a follow-up. Each finding comes with its one-click fix.
An example run, using the product as shipped:
Day one: import your contact list. The agent maps columns, merges duplicates, and flags the 96 contacts nobody has replied to in 30 days.
Day two: "Draft a check-in email to those 96." You edit two sentences and approve. Sends go out under your name, replies land on the contact timeline.
Day three: a lead form goes on your site. New leads become contacts with the ad click that brought them attached.
Day five: the agent's morning brief notes which campaign produced the two leads that booked calls, and drafts next week's follow-up automation for your approval.
No. The agent operates the same tools the buttons use: it creates contacts, builds automations, edits campaigns and pulls reports. Chat is one way to drive it; every screen still works by hand.
Approval gates and hard caps. Anything that spends money, emails a customer or publishes needs your sign-off, spending caps are enforced by the system rather than the model's judgment, and the audit log records every action with its actor.
Plans start at $49/month with unlimited seats. Ads, automations and SEO tools are on the Growth plan at $149/month. The free trial includes every feature, up to 100 contacts, no card required.
If you can describe what you want in a sentence, the agent can usually do it. The screens are there when you would rather click.
Free trial with every feature. No card, no sales call.
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