ENTERPRISE COMMAND INTELLIGENCE
HCM, CRM, ERP, RMM, Accounting, Field Service, Ticketing — unified in one intelligent platform built for MSPs and enterprise.
TRUSTED BY GROWING BUSINESSES
WHY IT'S DIFFERENT
Every module shares one source of truth — no sync jobs, no duplication, no silos between CRM and HCM and ERP.
AI triage, demand forecasting, automated playbooks — built in at every level, not bolted on afterwards.
Every client gets a physically isolated database with field-level encryption. One platform, infinite tenants, zero data leakage.
RMM, ticketing, portal, and billing designed from day one for managed service providers at enterprise scale.
LIVE PLATFORM DEMOS
These aren't features on a slide deck. Watch them run in real time — exactly how they work in your dashboard.
Device goes critical. Ticket created, assigned, client notified — in under 3 seconds.
PLATFORM MODULES
35 modules, one platform. Click any module to explore its sub-features, workflows, and how it connects to the rest of the platform.
Full sales pipeline — from first contact to signed contract.
Explore →SLA-driven tickets that resolve faster and bill automatically.
Explore →Full double-entry accounting — no external bookkeeping software needed.
Explore →Recurring revenue managed end-to-end — Stripe, GoCardless, PayPal, or BACS.
Explore →Projects, timesheets, contracts, and budgets — all linked to billing.
Explore →One shared team calendar — leave, jobs, milestones, and meetings from every module.
Explore →Proposal accepted → stock reserved → delivered → invoiced → MRR, without re-keying a line.
Explore →Internal team chat, SMS notifications, and Slack/Microsoft 365 connectors — built in, not bolted on.
Explore →Dispatch engineers, manage work orders, and handle preventive maintenance at scale.
Explore →Stock, assets, and vendors — from purchase request to delivery.
Explore →Audits, incidents, risk assessments, and QHSE training — stay certification-ready.
Explore →Health scores, NPS surveys, and structured onboarding — churn detected before it happens.
Explore →From purchase request to goods receipt — fully matched against supplier bills.
Explore →Build any report, schedule it, and get board-ready dashboards — no data team needed.
Explore →If-this-then-that across every module — no Zapier, no middleware, no code.
Explore →A full REST API with scoped keys, rate limiting, and outbound webhooks — build on Plenix.
Explore →Full HR from hire to retire — payroll, leave, training, and succession all in one place.
Explore →SharePoint-style document vault with version control, team folders, and secure sharing.
Explore →Create courses, run assessments, issue certificates — no external LMS needed.
Explore →Company objectives that track themselves from live platform data.
Explore →Send a document for signature and get it back signed — no DocuSign account needed.
Explore →Define your own entity types with custom fields — no code, no schema migration.
Explore →Real-time visibility across every device you manage — alerts, patches, remote access.
Explore →Security event correlation across every connected source, with alerts that become tickets.
Explore →Continuous credential-exposure monitoring for every domain and mailbox you protect.
Explore →One pane of glass over every endpoint protection platform you already run.
Explore →AWS, Azure, and GCP spend tracked per client account, reconciled against billing.
Explore →AI that acts — classifies tickets, runs diagnostics, and takes approved actions.
Explore →AES-256 encrypted credential storage — synced from onboarding, shared via one-time links.
Explore →Every entity and relationship in one graph — ask "what breaks if this fails?" and get an answer.
Explore →A managed IOC feed you can check any indicator against — reviewed before it counts.
Explore →Acquiring an MSP? Migrate their clients onto Plenix with a structured, trackable checklist.
Explore →Matters, court dates, conflict checks, and legal time entries — a dedicated add-on module.
Explore →Properties, tenancies, maintenance requests, and rent payments — a dedicated add-on module.
Explore →BOM, work centres, production orders, and quality checks — a dedicated add-on module.
Explore →WHY PLENIX
Tickets link to CRM contacts. Time entries feed billing. Device alerts create tickets automatically. No Zapier. No middleware.
Every module is purpose-designed for modern business operations — not retrofitted from a generic app or bolted together from acquisitions.
RBAC, field-level encryption, full audit trails, SSO, and TOTP MFA — the security controls enterprises expect, built in from the start.
Activate only the modules you need. Add more as you grow. No migrations, no data exports, no rip-and-replace.
No servers to provision, no databases to maintain, no updates to schedule. We handle the infrastructure so you focus on clients.
New features ship every sprint. Your feedback drives the roadmap — not a 3-year product committee in a conference room.
One vendor, one invoice, one support team, one place to log in. No more juggling a dozen subscriptions, renewals, and password resets across tools that barely talk to each other.
Full export any time, a documented REST API, and no lock-in. Everything you put in — clients, tickets, invoices, devices — you can pull back out in open formats whenever you want.
BY THE NUMBERS
“Replacing five separate tools with Plenix cut our admin overhead in half within 90 days of deployment.”
— MSP DIRECTOR, NORTH WEST UK
38 major capabilities shipped across 2026. Each one built in response to real customer feedback.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Document procedures, manage non-conformances, schedule internal audits against ISO 9001 clauses, and track corrective actions through to closure. Built for businesses pursuing certification.
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.
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.
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.
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.
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.
We've done the research. Every row is verifiable. Partial credit means it exists but costs extra or requires a separate product.
| Feature | P Plenix | ConnectWise | Kaseya | HaloPSA | NinjaOne | Freshservice |
|---|---|---|---|---|---|---|
| Platform | ||||||
True all-in-one (no extra tools) One login, one price, one vendor | ✓ | ~ | ~ | ~ | ✕ | ✕ |
Native ticketing / service desk | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Built-in CRM | ✓ | ✓ | ✓ | ✓ | ✕ | ✕ |
Built-in accounting & invoicing Not just billing — full GL | ✓ | ✕ | ✕ | ✕ | ✕ | ✕ |
| IT & Infrastructure | ||||||
Device monitoring & RMM * Requires separate Automate/VSA licence | ✓ | ~ | ~ | ✕ | ✓ | ~ |
Printer fleet monitoring | ✓ | ✕ | ✕ | ✕ | ✕ | ✕ |
Credentials vault * Kaseya = IT Glue (extra cost) | ✓ | ~ | ~ | ✕ | ✓ | ✕ |
Network gateway manager | ✓ | ✕ | ✕ | ✕ | ✕ | ✕ |
| Operations & HR | ||||||
Field service management | ✓ | ✓ | ✓ | ✓ | ✕ | ✓ |
HR management & payroll | ✓ | ✕ | ✕ | ✕ | ✕ | ✕ |
Compliance & QHSE | ✓ | ✕ | ✕ | ✕ | ✕ | ✕ |
ERP / project management | ✓ | ✓ | ✓ | ✓ | ✕ | ✕ |
| Automation & Docs | ||||||
Document management * ConnectWise = IT Boost (extra) | ✓ | ~ | ~ | ✓ | ✓ | ✓ |
Contract auto-billing | ✓ | ✓ | ✓ | ✓ | ✕ | ✕ |
Client onboarding workflows * Requires IT Boost / IT Glue | ✓ | ~ | ~ | ✕ | ✕ | ✕ |
Workflow automation engine | ✓ | ✓ | ✓ | ✓ | ~ | ✓ |
| Pricing & Access | ||||||
Transparent public pricing | ✓ | ✕ | ✕ | ✓ | ✓ | ✓ |
30-day free trial | ✓ | ✕ | ✕ | ✕ | ✓ | ✓ |
Self-serve plan management | ✓ | ✕ | ✕ | ✕ | ~ | ✓ |
INTEGRATIONS
Native integrations with popular business tools — plus a fully documented REST API and webhook system to connect anything.
Don't see yours? Ask us — we ship integrations on request.
CUSTOMER STORIES
Real feedback from early-access customers who helped shape the platform.
“We replaced four separate tools with Plenix. The ticket-to-billing flow alone saves us hours every week. The customisable widget dashboard is exactly what we needed to get visibility across all our clients.”
“The device monitoring and service desk being natively connected is a game changer. Alerts auto-create tickets without us lifting a finger. Our response times have dropped by 40%.”
“Pricing is transparent, the onboarding was smooth, and whenever we've had questions the support has been excellent. For a growing MSP, Plenix is the obvious choice.”
“The credentials vault syncing from client onboarding is brilliant. We used to copy passwords into a spreadsheet — now it's automatic. That one feature alone justified the switch.”
“We run our entire business on Plenix — HR, field service, ticketing, and billing all in one place. Our team actually enjoys using it, which says everything.”
“Replacing ConnectWise saved us £18k a year in licensing. The migration took a weekend. I wish we'd done it sooner.”
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