Customers, quotes, jobs, support and invoices in one place, at one flat price. Start with the basics today and switch on more when the business needs it.
WHAT CHANGES
A CRM here, a help desk there, a spreadsheet for jobs and another tool for invoices. Plenix Cloud puts them on one login and one bill.
A customer is entered once. Their enquiries, quotes, jobs, tickets and invoices all hang off that one record.
Web forms feed leads straight into the CRM, emails become tickets on their own, and the import tool brings in your existing customer list.
When you hire, add stock or take on field work, you switch on HR, inventory or field service. Nothing is migrated and nobody is retrained.
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 PLANProject Management & ERP Software
Projects, timesheets, contracts, and budgets — all linked to billing.
STARTER PLANHelp Desk & Ticketing Software
SLA-driven tickets that resolve faster and bill automatically.
STARTER PLANShared Inbox & Email-to-Ticket
Shared mailboxes that turn into tickets — not a second inbox to forget about.
STARTER PLANWeb Forms & Lead Capture
Embeddable forms that land as leads, not as another email to re-key.
STARTER PLANShared Team Calendar & Appointment Booking
One shared team calendar — leave, jobs, milestones, and meetings from every module.
STARTER PLANClient Portal Software
Your clients self-serve tickets, invoices and approvals — under your brand.
STARTER PLANAccounting & Invoicing Software
Full double-entry accounting — no external bookkeeping software needed.
PROFESSIONAL PLANWorkflow Automation Software
If-this-then-that across every module — no Zapier, no middleware, no code.
PROFESSIONAL PLANLook for one system that holds customers, work and money together, so nothing has to be copied between tools. Plenix Cloud does this with CRM, projects and timesheets, a help desk, a shared inbox, web forms and a calendar on its entry plan, and accounting, HR and more on the plans above it.
Yes. You can run it alone and add colleagues later. Modules you do not need stay out of the way until you switch them on.
No. Most small businesses start with customers and jobs, then bring in support and invoicing. The import tool loads existing records in bulk.