Full sales pipeline — from first contact to signed contract.
Manage every client relationship from one place. Track companies, contacts, deals, and campaigns. Proposals go out as branded PDFs and come back as accepted contracts — automatically.
SUB-MODULES
A full company record with contacts, assets, activity timeline, and notes all in one view.
A sales hub with Kanban, table, forecast and insights views, where every figure opens the deals behind it.
Capture leads from web forms, enrich them, and run targeted campaigns.
AI lead discovery: describe your ideal customer and Leads Hub finds matching companies from the UK company register and your own data, with GDPR/PECR guardrails built in.
Build branded proposals with line items, terms, and e-signature — all from within the CRM.
Sales performance dashboards with pipeline health, win rates, and rep activity.
MODULE CONNECTIONS
Data flows between modules automatically — no manual exports, no copy-paste, no middleware.
Accepted proposal → auto-invoice
View module →Company record links to ticket history
View module →Deal won → project auto-created
View module →Contact data feeds health score model
View module →Contracts stored in document vault
View module →Meetings & follow-ups sync to calendar
View module →REAL-WORLD WORKFLOWS
From web form to paid invoice without touching five tools.
Visitor fills in web form → CRM lead created automatically
Sales rep qualifies lead → converts to a deal in the pipeline
Branded proposal built in CRM and sent to client portal
Client e-signs proposal → deal status flips to Won
Invoice generated from proposal line items, sent to client
Email campaigns that feed directly back into contact records.
Marketing campaign set up with target contact segment
Campaign emails dispatched with tracking pixels
Opens and clicks logged as activities on each contact record
Contacts who click are auto-tagged as hot leads for follow-up
QUESTIONS
Manage every client relationship from one place. Track companies, contacts, deals, and campaigns. Proposals go out as branded PDFs and come back as accepted contracts — automatically.
CRM & Sales covers Companies & Contacts, Deals & Pipeline, Leads & Campaigns, Leads Hub (Enterprise), Proposals, Analytics & Reports. A full company record with contacts, assets, activity timeline, and notes all in one view.
CRM & Sales is included in every Plenix Cloud plan, starting with Starter. See the pricing page for current prices.
Yes. CRM & Sales runs on the same database as every other Plenix Cloud module, so it shares records with Billing, Ticketing, ERP & Projects, Customer Success, Documents, Calendar without exports, imports or third-party connectors.
WHO USES CRM & SALES