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.
Fill in a whole week of time in one grid, hand it in with a note and get it approved by a line manager or the project owner. Managers see who has not handed in and their team utilisation, approvals go out in bulk or back with a reason, and approved billable time still to invoice is listed by project.
Available on
All plans
Weekly grid
Hand in & approve
Team utilisation
Unbilled time
Lock date & reminders
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
Questions, answered.
One platform for any business, whatever its size or sector. See how it fits a business like yours.
What is Plenix Cloud?
+
Plenix Cloud is all-in-one business management software. It puts CRM, accounting and invoicing, projects, HR and payroll, a service desk, field service, document management, a password vault and IT monitoring on one platform with one database, so a customer, their invoices, their jobs and their devices are a single record. It has 44 modules and you switch on the ones you need.
Who is Plenix Cloud for?
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Any business that is tired of running on a pile of separate tools: sole traders and small businesses, growing mid-size companies and enterprises. It covers professional services, IT teams and managed service providers, field service and trades, manufacturing, property and legal work.
Is Plenix Cloud only for IT companies and MSPs?
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No. The IT features (device monitoring, patching, remote access, a credentials vault) are one part of the platform. CRM, accounting, projects, HR and payroll, document management, e-signatures, compliance and reporting work for any kind of business, and you can leave the IT modules switched off.
What software can Plenix Cloud replace?
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A typical account replaces a separate CRM, help desk, accounting package, project and timesheet tool, HR and payroll system, document store, password manager and remote monitoring tool. Because every module shares one database there is nothing to sync between them.
How much does Plenix Cloud cost?
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There are four plans: Starter, Professional, Business and Enterprise. Each is a flat monthly price that covers every module in that plan, with a discount for paying annually. Current prices are on the pricing page.
Is there a free trial?
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Yes. Every plan starts with a 30-day free trial, and you can cancel at any time.
Can I move my existing data into Plenix Cloud?
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Yes. There is a built-in import tool for bringing in companies, contacts and other records in bulk, and connectors for QuickBooks, Xero, Slack and Microsoft 365.
How does Plenix Cloud keep my data secure?
+
Each customer account has its own separate database. Sensitive fields are encrypted, sign-in supports two-factor authentication and single sign-on (OIDC and SAML), access is controlled by roles and permissions, and changes are recorded in an audit trail. The security page describes the controls in full.
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.
