Bulk Actions, a Leaderboard, and Keyboard-Only Triage
Close, reassign, or reprioritise a batch of tickets at once. Build reusable response templates, set SLA targets per individual customer, @mention teammates in comments, and merge or split tickets without losing history. A new leaderboard shows resolution performance across the team, and power users can triage an entire queue from the keyboard. Closing a ticket now requires a closing note, and search matches by PLX# or company name.
Bulk ActionsSLA per CustomerLeaderboardKeyboard Triage
Canned Responses, Saved Views & Fields That Actually Enforce
Make any ticket field mandatory before a ticket can be closed. Save a response once as a canned reply and reuse it across every ticket. Build and save your own filtered views of the queue, backed by a proper filter/column framework, so the queue you actually work from is the one you see every morning.
Mandatory FieldsCanned ResponsesSaved ViewsCustom Columns
Every Dashboard Widget Is Now Clickable
Click any stat, chart segment, or list row on any dashboard across the platform and land on the filtered list behind it — no more rebuilding the same filter by hand. Picking a new widget got easier too, with a redesigned picker and ten smaller improvements to widget creation.
Click-ThroughDrill-Down FiltersWidget PickerPlatform-Wide
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Project ManagementAug 2026
A Real Task Detail Page, and a Widget That Finally Counts Right
Every task now opens into its own detail page showing the resolved project and client, time frames, and attachments — instead of a bare edit form. The Tasks-by-Project dashboard widget was undercounting projects with tasks; that’s fixed, and the task edit form no longer drops assignees or the start date on save.
Task Detail PageClient ColumnAttachmentsWidget Fix
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Project ManagementAug 2026
Project Phases & Milestones, Fully Editable — Plus Real Ownership
Reorder and edit project phases and milestones directly instead of rebuilding them from scratch. Assign a named leader and manager to every project — both get notified by email the moment they’re assigned — add third-party contacts who aren’t Plenix users, and give tasks more than one assignee. Milestone alerts are now clickable, taking you straight to the milestone that triggered them.
Editable Phases & MilestonesLeader/Manager RolesMulti-Assignee TasksClickable Alerts
Toner Suppliers Get Cost Tracking, Preferred SKUs & a Real Purchasing Link
Every SKU in a supplier's catalogue can now carry a cost price and be flagged preferred for its printer model and colour — auto-fulfilment always reaches for the preferred, lowest-cost match first. When a reorder triggers, the cost is snapshotted and a purchase request is raised automatically in Purchasing, ready for approval instead of just an email to the supplier.
Cost Per SKUPreferred SupplierAuto Purchase RequestMargin Reporting
Real SLA Policies, Working-Hours Clock & Auto-Escalation
SLA policies are now fully live: create response and resolution targets per client tier and priority, and every ticket — portal, staff-created, or email-to-ticket — gets its deadlines stamped the moment it is created. A working-hours and holiday-aware clock tracks the countdown, a breach sweep runs every five minutes, and overdue tickets auto-escalate with owners notified.
Policy BuilderEvery Ticket SourceBusiness-Hours ClockAuto-Escalation
Contracts Auto-Track Their Own Renewal Window
A daily scheduler now moves every commercial contract through active, expiring (inside 90 days), and expired automatically as its end date approaches — no one has to remember to check. Each transition fires a real automation event, so the "contract expiring soon" and "renewal due" rule templates finally have something to trigger on.
Daily Auto-Transition90-Day Expiring WindowAutomation-TriggeringRenewals Dashboard
Dark Web Monitoring Goes Live
Monitors are created for you automatically from your clients' CRM company domains, and a nightly sweep checks them against live breach intelligence — domains, email addresses, brand names, and keywords. Every finding is risk-scored and deduplicated, with a clear workflow to acknowledge, mark as a false positive, or resolve.
Auto-Discovered MonitorsNightly SweepRisk ScoringFindings Workflow
Live SSL Handshake Grading (A+ to F)
SSL certificate monitoring now performs a real TLS handshake against every tracked domain — not just a lookup of the expiry date — and grades it A+ to F based on protocol version, chain validity, signature and key strength. Certificates are re-probed nightly, so a downgrade or an expiring cert never goes unnoticed.
Live TLS ProbeA+ to F GradingNightly Re-CheckAuto-Discovered Certs
Managed Print Auto-Invoicing
On the 1st of every month, Plenix bills the previous month's printer usage automatically — one draft invoice per client, priced from real page-count deltas, with a line item per device. Periods with nothing chargeable are skipped, so clients never see a £0 invoice, and the run is idempotent so it can be safely re-triggered on demand.
Monthly Auto-DraftPer-Device Line ItemsNo £0 InvoicesIdempotent Billing Run
End-to-End Platform Guides
New guides that explain how Plenix fits together, not just how each screen works. Follow a single job from first enquiry to paid invoice, from support email to billed ticket, or from new hire to first payslip — each guide linking forward to whatever happens next. Written for anyone who can use a computer, with the technical detail kept to clearly marked sections for IT teams.
Lead → CashTicket → InvoiceHire → PaidPlain English
Follow Records, Personalise Your Menu
Stop re-opening the same records to check for news. Follow any ticket, deal, or company and Plenix tells you when something meaningful changes — a stage move, a comment, a resolution — with an optional email digest that replaces a day of interruptions with one summary. Pin the pages you use most to the top of your sidebar and drag them into your own order.
Follow Any RecordEmail DigestFavourites SidebarDrag to Reorder
Procure-to-Pay Automation Spine
One connected flow from need to payment: an approved purchase request converts straight into a purchase order, goods receipts post received quantities to stock, and a draft vendor bill is raised automatically — 3-way matched against the PO and receipt. No re-keying, no lost paperwork between procurement, inventory, and accounting.
PR → PO ConvertGoods Receipt → StockAuto Draft Vendor Bill3-Way Match
No-Code Dashboard Widget Builder
Build your own live dashboard tiles without writing a query. Pick a data source, choose a measure, group and filter it, set a timeframe, and drop it on your dashboard as a chart or number card. Whitelisted, tenant-safe sources keep every widget fast and secure.
Point-and-ClickLive Data SourcesCharts & MetricsOn Every Dashboard
IP Address Management (IPAM)
Manage every subnet and address record from one place. Plenix computes CIDR capacity and utilisation, generates host ranges, finds the next free address, and releases reclaimed IPs — so you always know exactly what is allocated across your networks.
Subnets & RecordsCIDR UtilisationNext-Free AllocationHost Range Generation
Live Goals & Health Scoring
OKRs now track themselves — key results wired to real metrics update their progress automatically while still honouring manual overrides. Customer health scores recompute from actual signals (tickets, usage, invoices), and compliance deadlines surface as timed attention items so nothing lapses.
OKR Auto-ProgressCustomer Health ScoringCompliance DeadlinesReal-Signal Driven
Cross-Platform Remote Control & Management
The Plenix agent now runs natively on Windows, macOS, and Linux. Take remote control of any managed machine over an encrypted, VPN-free session — live screen share, file transfer, and a full terminal — with every action written to the audit trail.
Windows · macOS · LinuxEncrypted Remote SessionFile Transfer & TerminalAudited Access
Software Inventory & Automated Patch Management
Every managed device reports its installed software back to a central catalogue. When a critical CVE appears, Plenix flags affected machines and rolls the patch out across the fleet automatically — then hands you the compliance report.
Software CatalogueCVE DetectionFleet-Wide PatchingCompliance Reporting
RMM Scripts, Policies & Auto-Remediation
Build a reusable script library, enforce configuration policies across device groups, and let automations self-heal issues the moment they are detected. Patch cadence, disk cleanup, service restarts — defined once, applied everywhere.
Script LibraryPolicy EnforcementAuto-RemediationDevice Groups
Security Operations Suite — SIEM, EDR & Dark Web
Bring your security stack into Plenix: SIEM event correlation, EDR / antivirus management, and dark web monitoring that alerts you the moment a client credential surfaces in a breach. Cloud cost management rounds out the operations view.
SIEM IntegrationEDR / AntivirusDark Web MonitoringCloud Cost
Multi-Country Payroll & Expanded HCM
Payroll now resolves per-country tax bands — the UK is the default, not the only jurisdiction — with payslips, pension auto-enrolment, and statutory deductions. HCM adds a skills matrix, succession planning, multi-branch management, training records, and performance reviews.
Per-Country Tax BandsPayslips & StatutorySkills & SuccessionMulti-Branch
AI Autonomy Engine
AI classifies every new ticket, runs diagnostic playbooks on the affected device, and posts a triage note — before an engineer opens it. A policy engine keeps every autonomous action under your control.
AI TriageDiagnostic PlaybooksApproval WorkflowsPolicy Engine
Unified Automation Engine
One rule builder across every module. Any entity event can trigger any action — create a ticket, send an email, update a CRM record, fire a webhook. Visual builder with 50+ trigger types.
Event BusVisual Rule BuilderCross-Module ActionsWebhooks
AI Assistant
Ask anything about your data in plain English. Semantic search across tickets, companies, and documents. Draft ticket replies with AI — insert with one click, never auto-send.
Semantic SearchDraft-with-AIAsk AnythingUsage Metering
Public API & Webhooks
Generate named API keys with per-scope permissions. Subscribe to real-time webhooks for any platform event. Full OpenAPI spec with an interactive browser at /v1/docs.
API KeysOutbound WebhooksRate LimitingOpenAPI Spec
Email Hub
Inbound email polling turns customer emails into tickets automatically. Reply from within the ticket — the customer sees a clean email thread. Shared inboxes let teams manage email collaboratively.
Inbound EmailShared InboxesEmail-to-TicketThread Tracking
Credentials Vault — ACLs & Share Links
Granular per-item access control lists. Generate a one-time share link for a credential — it expires after a single view. Full vault audit trail shows who accessed what and when.
Per-Item ACLsOne-Time LinksAudit TrailAES-256
Report Builder & Scheduled Exports
Drag-and-drop report builder across all modules. Schedule reports to run daily, weekly, or monthly and deliver as PDF or CSV by email. Add report widgets to any dashboard.
Custom ReportsScheduled ExportsDashboard WidgetsCSV & PDF
Mobile PWA
Install Plenix as a native app on any phone or tablet — no app store required. Field engineers work offline, and their actions sync the moment connectivity returns. Web push notifications keep the team in sync.
Installable AppOffline QueuePush NotificationsField-First UX
Custom RBAC & SSO
Build custom roles from a catalog of 80+ granular permissions. Field-level masking hides sensitive data by role. SAML 2.0 / OIDC SSO so staff log in with your existing identity provider.
Custom RolesField MaskingSAML 2.0 / OIDCPermission Catalog
Customer Portal — Quote Approval & e-Sign
Customers approve quotes and sign proposals from a branded portal — no logins, no PDFs by email. Approval status updates in real time. Documents attach to the deal automatically on sign.
Quote Approvale-SignDocument PortalReal-Time Status
Learning Management System (LMS)
Create and assign courses, track completion, run assessments, and generate compliance certificates — all inside Plenix. Replace your standalone LMS and tie training records directly to employee profiles.
CoursesAssessmentsCertificatesCompletion Tracking
OKRs & Goals
Set company, team, and individual objectives. Track key results with real-time progress bars. Weekly check-ins keep teams aligned and surface blockers before they become problems.
ObjectivesKey ResultsWeekly Check-insProgress Tracking
Built-in E-Signatures
Send contracts and proposals for legally binding e-signature directly from Plenix. Signers receive a branded email link — no account needed. Signed documents are stored and audit-trailed automatically.
E-SignatureAudit TrailBranded EmailsAuto-Archive
Lead Capture Forms
Build embeddable web forms that funnel enquiries directly into your CRM as leads. Custom fields, conditional logic, and instant notifications to the right team member. No third-party form tool needed.
Embeddable FormsCRM IntegrationConditional LogicInstant Alerts
Quote-to-Cash Fulfillment Pipeline
Once a proposal is accepted, Plenix tracks every line item through stock reservation, delivery, and auto-invoice generation. Nothing falls through the cracks between sales and billing.
Stock ReservationFulfillment TrackingAuto-InvoiceProposal Link
Revenue Recognition (ASC 606)
Define performance obligations per contract and recognise revenue over the correct period automatically. Accounting journal entries post on recognition, keeping your books accurate without manual intervention.
ASC 606 / IFRS 15Performance ObligationsAuto-JournalDeferred Revenue
MRR / ARR Dashboard
Track monthly and annual recurring revenue, new MRR, churned MRR, and net revenue retention in one board. Drill into individual subscriptions or filter by plan tier — no spreadsheet required.
MRRARRChurn AnalysisRevenue Trends
Internal Team Messaging
Direct and group messaging built into Plenix — no Slack tab switching needed. Attach tickets, files, and company records to any message. Searchable message history stays in your platform.
Direct MessagesGroup ChannelsRecord LinkingFile Attachments
GDPR & Data Privacy Toolkit
Log data processing activities, manage consent records, handle data subject access requests, and run automated data retention workflows. A single place to demonstrate GDPR compliance to auditors.
Data Processing RegisterConsent ManagementDSAR WorkflowRetention Rules
Quality Management System (QMS)
Document procedures, manage non-conformances, schedule internal audits against ISO 9001 clauses, and track corrective actions through to closure. Built for businesses pursuing certification.
ISO 9001Non-ConformancesCorrective ActionsInternal Audits
Skills Matrix & Succession Planning
Map every employee's skills, certifications, and experience against role requirements. Identify capability gaps across teams and designate successors for key roles — with automated review reminders.
Skills MappingGap AnalysisSuccession PlansCertification Tracking
Pipeline Hub — Kanban, Forecast & Intelligence
The sales pipeline is now a full command centre. Switch between kanban, table, and card views. A live forecast panel shows weighted pipeline value, coverage ratio, and deals at risk. Attention panels surface stalled deals, missing next steps, and overdue tasks before they slip.
Kanban ViewRevenue ForecastAt-Risk AlertsCoverage Ratio
Interconnected Module Hubs
Campaigns, Activities, Work Orders, and Purchase Orders are now full hub pages — each surfacing cross-module context in one place. A campaign shows its linked leads, deals, and activities. A work order shows its parts, timesheets, and billing status. No more tab-jumping.
Campaigns HubActivities HubWork Orders HubPurchase Orders Hub
ERP Projects Hub — Phases, Risks & Live Utilisation
Projects is rebuilt as a full portfolio hub. Drill into any project to see phases, milestones, risk register, resource utilisation, and budget vs actual — all on one page. Clickable stat tiles let you jump straight from a number to the underlying data.
Phase TrackingRisk RegisterBudget vs ActualResource Utilisation
Services → Contracts → Billing — Fully Connected
Define a managed service once, assign it to a client company, generate a contract from it, and have the recurring charge appear automatically in the billing tab and MRR dashboard. One flow, zero manual steps between service agreement and invoice.
Service CatalogueAuto-ContractRecurring BillingMRR Tracking