When every department has bought its own system, nobody can see the whole picture. Plenix Cloud runs sales, delivery, finance, people and operations on one database.
WHAT CHANGES
Sales, finance, HR and operations each work in their own tool. In Plenix Cloud they work on the same customers, jobs, staff and stock.
Dashboards and the report builder read live data from every module, so month-end is no longer a week of exports and spreadsheets.
Automation rules move work on by themselves: an accepted quote reserves stock and raises the invoice, a new starter gets their accounts and training.
Plans are a flat price with a generous user allowance rather than a per-seat charge on every module.
WHAT YOU GET
Each one shares the same customers, people and records as the rest. The badge shows the plan it starts on.
CRM Software & Sales Pipeline
Full sales pipeline — from first contact to signed contract.
STARTER PLANAccounting & Invoicing Software
Full double-entry accounting — no external bookkeeping software needed.
PROFESSIONAL PLANProject Management & ERP Software
Projects, timesheets, contracts, and budgets — all linked to billing.
STARTER PLANHR & Payroll Software
Full HR from hire to retire — payroll, leave, training, and succession all in one place.
BUSINESS PLANInventory & Stock Management Software
Stock, assets, and vendors — from purchase request to delivery.
BUSINESS PLANPurchasing & Procurement Software
From purchase request to goods receipt — fully matched against supplier bills.
BUSINESS PLANBusiness Reporting & Dashboards
Build any report, schedule it, and get board-ready dashboards — no data team needed.
PROFESSIONAL PLANWorkflow Automation Software
If-this-then-that across every module — no Zapier, no middleware, no code.
PROFESSIONAL PLANDocument Management Software (SharePoint Alternative)
SharePoint-style document vault with version control, team folders, and secure sharing.
BUSINESS PLANJob Costing & Profitability Software
Which clients actually make you money — measured nightly, not guessed annually.
PROFESSIONAL PLANCompliance, Risk & QHSE Software
Audits, incidents, risk assessments, and QHSE training — stay certification-ready.
PROFESSIONAL PLANCustomer Success & Health Scoring Software
Health scores, NPS surveys, and structured onboarding — churn detected before it happens.
PROFESSIONAL PLANSoftware that runs the main parts of a company in one system: customers and sales, projects and delivery, finance, people and operations. The point is that each part works from the same data, so a sale flows through to delivery, invoicing and reporting without being re-entered.
It covers what a mid-size company uses an ERP for, including accounting, inventory, purchasing, projects and HR, and adds CRM, a service desk and IT management that ERP suites usually leave to other products.
Yes. There is a REST API with API keys and webhooks, plus connectors for QuickBooks, Xero, Slack and Microsoft 365.