CRM & Sales
Track contacts, companies, deals, proposals, and campaigns through your full sales pipeline with activity timeline and analytics.
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 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 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 new deal to the CRM pipeline and set its initial stage.
Manage the Sales Pipeline
Drag deals between stages and customise pipeline columns.
Send a Proposal
Generate and email a proposal document directly from a deal record.
Log an Activity
Record a call, meeting, or email against a contact or deal.
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.
Need help with CRM & Sales?
Our support team responds within one business day.