Proposal PR-0318 built from your price list and sentSent
Signed on their phone, deal moved to WonE-signed
Project opened and first invoice draftedHanded over
A lead from your website becomes a signed deal without leaving the CRM.
One thing happens. Every system already knows.
Scroll to follow it through. Every step is something Plenix does by itself, because every module reads and writes the same record.
Someone at Northgate Joinery fills in the form on your website.
Tue 09:12
A form becomes a lead.
The visitor fills in your web form and a CRM lead is created with everything they typed.
Example scenario. Names and numbers are illustrative.
Lead capturedForms & Lead Capture
Lead qualifiedCRM & Sales
Proposal sentCRM & Sales
SignedE-Signatures
Invoice createdBilling & Subscriptions
forms lead.created Northgate Joinery
Sixteen tools that don’t talk to each other.
Sixteen logins, sixteen renewal dates, sixteen support queues.
The same client typed into three systems, out of sync within a week.
An integration breaks quietly and nobody notices until a client does.
One platform that already talks to itself.
One login, one bill, one support team.
A contact, a device and an invoice are the same record everywhere.
Nothing to integrate, so nothing to break.
Keeping some of your tools? Plenix connects to Microsoft 365, Slack, Microsoft Teams, Discord, Google Chat, QuickBooks, Xero, Stripe, GoCardless, PayPal, BACS Direct Debit, Twilio SMS, IMAP and SMTP email, SAML 2.0 and OIDC and REST API and webhooks.Missing one? Ask us.
25 flows that run while you get on with your day.
Each one moves across modules that share the same records, so there’s nothing to wire up. Pick one to watch it run.
Lead → Won Deal → Invoice
From web form to paid invoice without touching five tools.
Lead FormsLead capturedVisitor fills in web form → CRM lead created automatically
CRMLead qualifiedSales rep qualifies lead → converts to a deal in the pipeline
CRMProposal sentBranded proposal built in CRM and sent to client portal
CRMDeal marked WonClient e-signs proposal → deal status flips to Won
BillingInvoice auto-createdInvoice generated from proposal line items, sent to client
These demos run the same way the automations do in your account. Pick one and watch.
yourcompany.plenix.cloud — Deal Won → Invoice
Live
🤝CRM — Deal Won
Managed IT Bundle — BlueSky ITNegotiation
Value: £18,500 · 24-month term
📄Auto-Generated Invoice
📄Awaiting fulfilment…
💰
The client accepts the quote and Plenix wins the deal, opens the delivery project, and builds the Q2C pipeline — stock checked, delivery tracked, invoice raised from the same record.
44 modules. Switch on what you need.
Pick a plan and watch the switchboard change. Point at a module to see what it does, or open its page.
Work through a new client section by section without leaving the keyboard. Add as many logins or devices as an item needs, drop in photos, and sign off with a handover report. Every password you type is saved, encrypted, in that client’s Credentials Vault, and every device lands on their record.
Available on
Enterprise
Multiple Entries
Saved to the Vault
Keyboard Flow
Templates
Sign-off Report
One platform where others sell you five.
Whether you’re one person or five hundred, most tools cover one corner of the business and leave the rest to other apps. Here’s how Plenix compares with the platforms businesses most often weigh it against, based on each vendor’s public information.
Feature
P
Plenix
HubSpot
Zoho One
Odoo
Dynamics 365
ConnectWise
One platform
Every module on one database
A client’s deals, invoices, jobs and devices are one record
✓
~
~
✓
~
~
One subscription covers every module
✓
✕
✓
✓
✕
✕
CRM and sales pipeline
✓
✓
✓
✓
✓
✓
Service desk and ticketing
✓
✓
✓
✓
✓
✓
Money
Full accounting (ledger, bank, VAT)
Not just invoicing
✓
✕
✓
✓
~
✕
Inventory and purchasing
✓
✕
✓
✓
~
✓
Projects and job costing
✓
~
✓
✓
~
✓
People and operations
HR, leave and payroll
~ payroll limited by country or needs an add-on
✓
✕
~
~
~
✕
Field service and work orders
✓
✕
~
✓
~
✓
Compliance, risk and quality (QHSE)
✓
✕
✕
~
~
✕
E-signatures
✓
~
✓
✓
~
~
IT and security
Device monitoring and RMM
~ sold as a separate product
✓
✕
~
✕
~
~
Endpoint security
Plenix: per-device add-on from Business
✓
✕
~
✕
~
~
Password and credentials vault
✓
✕
✓
✕
✕
~
Dark web breach monitoring
✓
✕
✕
✕
✕
~
Pricing
Flat plan price, no per-user fees
✓
✕
✕
✕
✕
✕
Public pricing
✓
✓
✓
✓
✓
✕
Self-serve sign-up and plan changes
✓
✓
✓
✓
~
✕
Legend:✓ Fully included~ Partial, separate product or limited✕ Not availableBased on publicly available information, Sep 2026
See it with your own data.
Tell us how your business runs and we’ll walk you through Plenix set up the way you’d use it. We reply within 24 hours.
