One record for the whole business. Contacts, customers, revenue, and products, finally in the same place.
Plum connects the parts of your business that usually live in five different tools: who you know, who's paying, what they bought, and the details only your business tracks. One connected record underneath, so reporting adds up instead of arguing with itself.
Built to run our own business first
Plum started as the operations layer Margo Labs runs on. Now we're opening it up. Waitlist members get first access, design input, and locked-in launch pricing.
Contacts in one tool. Payments in another. Products in a spreadsheet. The details that matter most in your head. Every report becomes an export, a VLOOKUP, and a guess.
The question is simple: who are my best customers, what did they buy, and what's it worth? The answer shouldn't take an afternoon and three exports.
Five kinds of data, one connected record. Each is useful on its own. Together, the reporting finally tells the truth.
Everyone your business knows: leads, partners, past buyers, the person who introduced you. One record per person, not one per tool.
When a contact buys, they become a customer without being copied anywhere. Their status and history stay attached to the same record.
What was sold, to whom, and when. Revenue sits on the customer and the product it came from, so totals trace back to real people and real offers.
Your offers in one catalog: retainers, cohorts, memberships, one-off products. Every sale points to one, so you can see what each offer actually earns.
The details only your business tracks, from referral source to cohort season to whatever you've been keeping in a side spreadsheet. Add them once, report on them everywhere.
Because everything is connected underneath, a report is a question, not a project. Revenue by product, customers by source, value by cohort: one view, no exports.
Plum works on its own. Paired with the other Margo Labs products, it's the record everything else reports against.
Marketing tied to real customers and real revenue.
The strategy and content you run in Margo OS connect to the customers and sales they actually produced.
Attribution that ends at a sale, not a click.
Clean signal from Perfect Pixel lands on the customer record, so channel reporting reconciles to revenue you actually booked.
First access. Locked-in launch pricing. A say in what gets built first.
Joins the Plum waitlist. Unsubscribe anytime.