PLATFORM MODULES
43 modules.
One platform.
Every module is natively connected. Data flows between them automatically — no Zapier, no middleware. Click any module to explore its sub-features, integration flows, and real-world workflows.
CRM & Sales
Full sales pipeline — from first contact to signed contract.
Service Desk & Ticketing
SLA-driven tickets that resolve faster and bill automatically.
Accounting & Finance
Full double-entry accounting — no external bookkeeping software needed.
Billing & Subscriptions
Recurring revenue managed end-to-end — Stripe, GoCardless, PayPal, or BACS.
ERP & Project Management
Projects, timesheets, contracts, and budgets — all linked to billing.
Calendar & Scheduling
One shared team calendar — leave, jobs, milestones, and meetings from every module.
Quote-to-Cash
Proposal accepted → stock reserved → delivered → invoiced → MRR, without re-keying a line.
Team Chat & Connectors
Internal team chat, SMS notifications, and Slack/Microsoft 365 connectors — built in, not bolted on.
Email Hub
Shared mailboxes that turn into tickets — not a second inbox to forget about.
Forms & Lead Capture
Embeddable forms that land as leads, not as another email to re-key.
Client Portal
Your clients self-serve tickets, invoices and approvals — under your brand.
Field Service Management
Dispatch engineers, manage work orders, and handle preventive maintenance at scale.
Inventory & Purchasing
Stock, assets, and vendors — from purchase request to delivery.
Compliance & QHSE
Audits, incidents, risk assessments, and QHSE training — stay certification-ready.
Customer Success
Health scores, NPS surveys, and structured onboarding — churn detected before it happens.
Purchasing & Procurement
From purchase request to goods receipt — fully matched against supplier bills.
Reporting & Analytics
Build any report, schedule it, and get board-ready dashboards — no data team needed.
Automation & Workflow
If-this-then-that across every module — no Zapier, no middleware, no code.
Public API & Webhooks
A full REST API with scoped keys, rate limiting, and outbound webhooks — build on Plenix.
Quality Management
Non-conformances, corrective actions and controlled documents — the ISO 9001 spine.
Job Costing & Profitability
Which clients actually make you money — measured nightly, not guessed annually.
HR & Human Capital Management
Full HR from hire to retire — payroll, leave, training, and succession all in one place.
Document Management
SharePoint-style document vault with version control, team folders, and secure sharing.
Learning Management System
Create courses, run assessments, issue certificates — no external LMS needed.
OKR & Goals
Company objectives that track themselves from live platform data.
E-Signatures
Send a document for signature and get it back signed — no DocuSign account needed.
Custom Objects
Define your own entity types with custom fields — no code, no schema migration.
Device Monitoring & RMM
Real-time visibility across every device you manage — alerts, patches, remote access.
SIEM Integration
Security event correlation across every connected source, with alerts that become tickets.
Dark Web Monitoring
Continuous credential-exposure monitoring for every domain and mailbox you protect.
EDR / Antivirus Management
One pane of glass over every endpoint protection platform you already run.
Cloud Cost Management
AWS, Azure, and GCP spend tracked per client account, reconciled against billing.
AI Autonomy
AI that acts — classifies tickets, runs diagnostics, and takes approved actions.
Credentials Vault
AES-256 encrypted credential storage — synced from onboarding, shared via one-time links.
Knowledge Graph
Every entity and relationship in one graph — ask "what breaks if this fails?" and get an answer.
Threat Intelligence
A managed IOC feed you can check any indicator against — reviewed before it counts.
MSP M&A Toolkit
Acquiring an MSP? Migrate their clients onto Plenix with a structured, trackable checklist.
Managed Print Services
Meter readings in, toner out, invoices raised — the whole MPS contract, automated.
AI Assistant & Search
Ask your own data a question — and let a chatbot answer your clients’ questions first.
White-Label & Branding
Your logo, your colours, your domain. Plenix does not sign its work.
Legal
Matters, court dates, conflict checks, and legal time entries — a dedicated add-on module.
Property Management
Properties, tenancies, maintenance requests, and rent payments — a dedicated add-on module.
Production & Manufacturing
BOM, work centres, production orders, and quality checks — a dedicated add-on module.
Transportation
Fleet, routes, loads and driver compliance for logistics and haulage operators. In pilot with launch partners.
Mobile Device Management
Enrol, secure and remotely manage Android and iOS devices — app deployment, policy enforcement, and remote wipe.
Construction
Job costing, site management, RAMS and subcontractor tracking for construction and trades businesses.