CRM & Sales

How a Lead Becomes Cash

Follow one enquiry from first contact through to money in the bank — and see which parts Plenix does for you.

How CRM & Sales Works

Understand the CRM data model — companies, contacts, deals, and how the CRM connects to every other module in the platform.

How Quote-to-Cash Works — End-to-End Revenue Flow

Understand how Plenix takes a deal from proposal acceptance all the way through stock reservation, delivery, invoicing, and MRR tracking without any manual handoffs.

Add a Contact

Create and save a new contact record in the CRM.

Create a Deal

Add a deal to the pipeline, choose its company, contact and owner by name, and keep it moving with a next step.

Manage the Sales Pipeline

Work your deals from one page: move them between stages, see what needs attention, forecast by month, and learn your win rate and why deals are lost.

Send a Proposal

Generate and email a proposal document directly from a deal record.

Log an Activity

Record calls, emails, meetings, notes and tasks against a company, contact or deal, and set a follow-up so nothing is forgotten.

Using the Quote-to-Cash Pipeline

Track a proposal from acceptance through stock reservation, delivery, and auto-invoice generation.

How to Use the Pipeline Hub

Navigate the Pipeline Hub — switch between kanban, table, and card views, read the forecast panel, and act on attention alerts before deals go cold.

How to Run the Quote-to-Cash Pipeline

Step-by-step guide to moving an accepted deal through the Q2C fulfilment board — from stock reservation to invoice delivery.

How to Manage Campaigns in the Campaigns Hub

Create and track marketing campaigns, link leads and deals, log activities, and measure campaign ROI — all from the Campaigns Hub.

Importing and Scoring Leads

Bring leads in from web forms and CSV or Excel files without duplicates, and see exactly why each lead has its score.

Leads Hub A–Z: Getting Started

The whole Leads Hub on one page: what every tab does, the order to set it up in, what costs credits and what is free.

Email Templates

Start from a professionally written template with pictures, design it block by block, check deliverability and send yourself a test, then use it in any campaign.

Ideal Customer Profiles (Leads Hub)

Describe the companies you want to win: industries, areas, size, keywords, technology, roles and buying signals, and how the fit score is weighted.

Discover Companies (Leads Hub)

Search UK companies and local businesses, read the fit and intent scores, and save the best matches to your accounts.

Accounts and Contacts (Leads Hub)

Work your prospect pipeline: statuses, enrichment, finding the right people and their verified work emails, adding to CRM and disqualifying.

Monitors: Automatic Prospecting (Leads Hub)

Save a search and let it run daily, weekly or monthly, adding new matching companies to your accounts automatically, at no credit cost.

Website Research (Leads Hub)

Read any company's public website in seconds: what they do, published contact details, the technology they use and an AI summary of how to approach them.

Credits, Spending Controls and Usage (Leads Hub)

How Leads Hub credits work: the monthly allowance, what costs credits, buying packs, spending guardrails, alerts, auto top-up and the usage report.

Data Sources and Your Own Keys (Leads Hub)

Where Leads Hub data comes from, which sources are switched on for your workspace, and how to connect your own Google Places, Apollo or Hunter key so those lookups cost no credits.

Do-Not-Contact and UK PECR (Leads Hub)

Keep a do-not-contact list that every search, sequence and campaign respects, and understand the UK PECR rules on sole traders and B2B email.

Advanced Sequences (Leads Hub)

Mix email, SMS, call, LinkedIn and task steps, A/B test with automatic winners, send only in business hours from your own mailboxes, and let replies be sorted and acted on for you.

Send a Quote

Price a one-off purchase such as a router, a PC or an installation, send it to your customer for approval, and turn it into an invoice once they say yes.

Landing Pages

Publish a page with a sign-up form in minutes, send the leads straight into your CRM and an email campaign, and see visits, conversions and sources.

Next Actions (Leads Hub)

A ranked to-do list built from your own data: replies to answer, hot prospects, paused sequences, A/B tests to call, fresh signals, strong-fit accounts and going-cold leads.

Attribution and Lead Scoring (Leads Hub)

See which sources, sequences and templates produce deals, paid invoices and recurring revenue, and let lead scores learn from your own wins.

Account Managers and Clients Managed

Give each client company a named account manager, see who looks after which clients, and keep your favourite companies to hand.

Revenue Operations

Price books, deal products, deal teams, territories, quotas, forecasting and commission in one place.

Surveys and quizzes

Build surveys and scored quizzes, add logic, share by link, embed or email invitation, read results and handle follow-ups.

Reading CRM Analytics

Win rate, average deal size and weighted forecast, explained.

Events

Run webinars, conferences, workshops and customer events: event pages, tickets, waitlists, reminders, check-in, badges and results.

Configure, Price, Quote (CPQ)

Build product configurators with option groups, rules and bundle discounts, and use them from deals and quotes.

Quote Approvals

Approval rules for discount, margin, floor price and quote value, and how reps and approvers work with them.

Subscriptions and Usage Billing

Bill customers monthly, quarterly or yearly for flat fees, per-unit seats and tiered usage.

Finding and Merging Duplicates

Find companies, contacts and leads that are the same record and merge them safely.

Account Plans and Whitespace

Plan key accounts against a revenue target and see what each customer could still buy.

Partners and Deal Registration

Run a reseller or referral programme with tiers, commission and protected deal registrations.

How CRM Reports Work

Canned reports, a scoped custom report builder, and scheduled email delivery for CRM data.