Plugix CRM
UAEN
Get startedStart

CRM for lawyers, accountants and consultants

Consultations booked 24/7 by each specialist’s hours, in person and online: the client gets the link to your meeting with the confirmation. The AI receptionist books, but gives no legal, tax or accounting advice.

Get startedShow it on my data

€129 a month — the CRM and the AI receptionist, 1 specialist

  1. 09:00“Today”: the day’s consultations
  2. 10:45The meeting link in the confirmation
  3. 16:00A quote signed online
  4. 23:40
23:40A client writes on the website late in the evening

Thursday · 11:00

Online consultation

Nataliia · assistant

Try it yourself

A day for lawyers, accountants and consultants with Plugix CRM

An example, Statut consulting: three moments of an ordinary day. The business, people and prices are made up; this is how it looks in Plugix CRM, and all of it already works.

  1. “Today”: the day’s consultations

    The day’s consultations by specialist: who comes to the office, who joins online and where the free slots are.

    Today · Statut consulting

    • 9:30First consultationBohdan
    • 10:00Accountant consultationOksana
    • 11:00Online consultationNataliia · assistant

    Free: 14:00–16:00 with Bohdan

  2. The meeting link in the confirmation

    The client gets the confirmation with the link to your online meeting, and again in the reminder. The link is yours: the CRM doesn’t create it.

    Plugix CRMTelegram

    Booking confirmed: online consultation, Thu 11:00, Nataliia.
    Online meeting: https://zoom.us/j/84120…

  3. A quote signed online

    The client signs the quote online, and the deal moves along a pipeline with tasks and a next step.

    Quote no. 27 · Lypa LLC

    18,000 ₴

    Contract support, 3 months · Nataliia

    Signed onlineTask: the invoice

What changes with Plugix CRM

  • In the evening people ask “how much is a consultation” and go to whoever answers first.

    The AI receptionist answers 24/7: prices from your price list, each specialist’s free time, a booking after a “yes”. You get a Telegram message.

  • The meeting link gets hunted for in the chat a minute before the start.

    Your meeting link sits in the service or the booking, and the client gets it with the confirmation and the reminder.

  • A client asks “just tell me whether I’ll win the case”.

    The assistant never assesses a case or gives advice: it offers a consultation with a specialist and books it.

  • You send quotes as files, and they take weeks to get signed.

    The client signs a quote from the CRM online, and the deal moves along a pipeline with tasks and a next step.

What you and your team see

More of the dashboard for lawyers, accountants and consultants, on the same example. All of it already works.

An AI receptionist on your website

Answers your clients 24/7 and books them in — from the live prices and free times in your CRM.

Try it yourself

Statut consulting is made up, but the assistant is the one your business gets: prices and free times only from the data, a booking only after your “yes”. Nothing is kept or sent.

Statut consultingKyiv, 72 Velyka Vasylkivska St, office 15 · Mon–Fri 09:00–18:00

  • Takes prices and free times only from the CRM. What isn’t in the price list, it doesn’t make up.
  • Books only after the client has confirmed the service, day and time. By voice — after a spoken “yes”.
  • Won’t book two clients for the same time: the server checks it.

Limits for lawyers, accountants and consultants

Gives no legal, tax or accounting advice and never assesses a case, its chances, sums or deadlines: only the booking and your FAQ; the specialist answers at the consultation. Never asks for documents or the details of a case. The online meeting link comes with the confirmation: the assistant never makes one up.

The “Lawyers, accountants and consultants” template from step one

The dashboard is created with categories and typical services at their usual durations. You set the prices: a service without a price stays hidden until you fill it in.

Consultations

  • First consultation30 min / 1 h
  • Lawyer consultation1 h
  • Accountant consultation1 h

Online

  • Online consultation30 min / 1 h

Documents

  • Document review1 h / 1.5 h

You can send your own price list as text or a photo: AI recognises the services and prices, and we check every price against the original. Whatever couldn’t be read stays empty — nothing is made up.

Plugix CRM pricing for lawyers, accountants and consultants

It depends on your size: the number of specialists. Large: together with the AI receptionist; under it: the CRM alone. A month, one location.

  • 1 specialist€129a month with the AI receptionist · ≈€4 a dayCRM alone — €19
  • up to 5 specialists€149a month with the AI receptionist · ≈€4 a dayCRM alone — €39

Above 5: €39 plus €9 for every place above 5.

For comparison: a receptionist costs ≈29,900 ₴ a month with payroll tax (the work.ua median) and doesn’t work around the clock.

What you get in a day

  • A booking page with your price list and a QR code
  • The AI receptionist books 24/7 — on the booking page and in two channels of your choice
  • Every booking goes to the calendar and to your Telegram
  • Clients get a reminder the day before the visit
  • Your price list, specialists and schedule go in with the launch assistant; the team helps if you need it

€129 /mo

CRM + AI receptionist · 1 specialist · ≈€4 a day

CRM alone — €19

Get startedShow it on my data

No trial: before you pay you can see a demo on your own price list.

Terms: the bundle, locations, paying for a year, the launch
  • A place is a booking calendar in the CRM: a stylist, a teacher, a bay, a chair or a hall. We count the ones in use.
  • The bundle: the AI receptionist with the CRM in the set — the CRM for the typical size is already in the assistant's plan, a bigger size pays the difference at the CRM's list. The AI here is the Start plan: up to 1,500 conversations a month on the booking page and in two channels of your choice (the site, Telegram, Viber, WhatsApp); a third channel and more come with the “Social” package, €99 a month; bigger plans are on the main page.
  • For service booking, the 20% discount applies only to the CRM of each additional location, priced by its places. AI and packages are not discounted. With AI, 2–5 locations require at least the Business plan and 6–10 require Network, so the total can rise by more than the additional CRM charge.
  • A year in advance: 10 months instead of 12.
  • You launch by yourself: the launch assistant in your dashboard walks you through the setup in about 20 minutes, and the Plugix team helps if you need it. If you want the team with you, tick “A launch with the team” when you pay: the team gets in touch within working hours and sets everything up with you; a one-off €29 for the CRM alone paid monthly, at no extra charge in the bundle and on any annual plan. Without the box, nothing is added.
  • Before you pay, we show you the CRM on your own price list. You pay in advance for a month or a year, by card through a link.
  • Prices exclude VAT; VAT is added at checkout where it applies.

What’s inside

Beyond the calendar and booking, what else already works for lawyers, accountants and consultants. The base is in the price above; the rest comes as packages you add when you need them.

  • The online meetingYour meeting link in the service or the booking goes to the client in the confirmation, the reminder and the booking’s page, and to you in the booking notice.in the base
  • Repeated and group bookingsEvery 1–4 weeks, up to 26 times, in one click; group classes with seats and a waiting list; each staff calendar syncs both ways with Google Calendar.in the base
  • The inbox with the AI receptionistThe site, Telegram, Viber and WhatsApp in one window; the AI answers from your price list, books right in the chat and hands anything tricky to a person.with the AI assistant
  • Moving inClients from CSV or Excel with no duplicates by phone, the price list from text or a photo, the history from another CRM. How the move goesin the base
  • “Social”a third channel and more in the inbox€99 a month
  • “Payments and receipts”a deposit at booking, paying for a visit by a link, Checkbox receipts€39 a month
  • “Gift cards and passes”gift cards, passes, promo codes€39 a month
  • “Bringing clients back”reviews and Google, “we miss you”, birthdays, a waiting list€59 a month
  • “Pay and materials”a rate or a percentage for staff, pay for the period, materials written off€39 a month
  • “Automation”“event → conditions → action” rules€39 a month
  • “PBX integration”Binotel, Ringostat, UniTalk, Phonet, Kyivstar, Asterisk€69 a month

Booking and calendar in detailAll packages

Frequently asked questions

Didn’t find the answer? Write to hello@plugix.ai.

Can we keep clients’ documents in the CRM?

Yes, as files in the client’s card, with access by role. The AI receptionist never asks for documents in the chat.

Does each specialist see only their own clients?

Yes: their own schedule and the clients they advised; the owner and the admin see everyone.

Does the CRM create the Zoom or Meet link?

No. You put your own link — a permanent room, say — in the service or a single booking, and the CRM sends it to the client in the booking messages and shows it on the booking’s page. The CRM creates no new links.

Can we stay on our current booking software?

Plugix CRM replaces your current software entirely, and the AI receptionist works from its live prices and free times. Connecting the AI to other booking software is built for a client, by estimate. If you switch, clients can be uploaded from CSV: name, phone, Telegram, Instagram, notes, tags, birthday. There will be no duplicates by phone number.

We have several locations. Is that supported?

Yes. Each location has its own schedule, its own prices and its own specialists, and if someone works at two locations, travel time between bookings is taken into account.

Do we need a website?

No. Every business gets its own booking page with a QR code — for Instagram, Google Maps or your sign. If you have a site, the widget goes in with one line of code.

How do we sign in to the dashboard?

No passwords: a code in Telegram or a link by email. The dashboard is easy to use from a phone and installs as an app.

Can we take our data with us?

Yes, at any time: clients and all bookings export to CSV for Excel or Google Sheets.

Other industries in Plugix CRM

We’ll show you Plugix CRM for lawyers, accountants and consultants on your own data

Leave your phone or Telegram — we’ll write within 15 minutes during working hours, name the price for your size and show you the dashboard on your own price list.