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.
Leads Hub finds companies that look like your best customers, researches them, finds the right people to talk to, and turns the best ones into CRM companies. It's part of the Enterprise plan. Go to CRM → Leads Hub.
Basic lead tools (web forms, lead import and automatic lead scoring) stay on every plan. See Importing and scoring leads.
Set it up in this order (about 30 minutes)
- Create a profile of your ideal customer → Ideal Customer Profiles
- Run a search in Discover and save the best matches → Discover
- Work the accounts: enrich them, find contacts, and add the good ones to your CRM → Accounts and Contacts
- Save the search as a monitor so new matches arrive automatically → Monitors
- Set your spending controls before your team starts finding contacts → Credits, Spending Controls and Usage
- Add your do-not-contact list (past opt-outs, competitors, existing complaints) → Do-Not-Contact and UK PECR
- Start a sequence to reach the contacts you found → Advanced Sequences
Every tab at a glance
The four cards at the top show Credits available, Used this month, Monthly allowance and Expiring in 30 days.
| Tab | What it's for |
|---|---|
| Overview | Where you are: credits, recent activity and quick links. |
| Next actions | A to-do list built for you: replies to handle, hot prospects, paused sequences, finished A/B tests and new buying signals. More |
| Profiles | Describe your ideal customer. Plenix can suggest profiles from your best existing customers. More |
| Discover | Search UK companies and local businesses and score each one against a profile. More |
| Accounts | Your prospect pipeline, from New to Converted. More |
| Monitors | Saved searches that run daily, weekly or monthly and bring in new matches. More |
| Attribution | Which sources, sequences and templates turned into revenue, and lead scoring that learns from your wins. More |
| Website research | Read any company's public website: services, contact details, tech used and an AI summary. More |
| Usage | Credits spent by month and by action, and recent activity. |
| Buy credits | Top-up packs. |
| Controls | Spending limits, approval thresholds, alerts and auto top-up. |
| Data sources | Which data providers are switched on, and where you can connect your own keys. More |
| Do-not-contact | People and companies that must never be contacted. |
Landing pages (CRM → Landing Pages) are part of Leads Hub too. Build a page, link to it from your sequences, and every sign-up becomes a lead. See Landing pages.
What's free and what costs credits
Free (within fair use): searching companies, company profiles, directors from Companies House, reading websites, AI fit scoring, AI writing and reply sorting.
Uses credits: only finding and verifying a named person's work email: 1 credit per email found. No email found, no charge.
Your plan includes 2,500 credits a month, reset on the 1st. Monitors never spend credits. Lookups through your own provider keys cost no credits. Full details in Credits, Spending Controls and Usage.
Who can use it
Administrators and managers can use Leads Hub. Only administrators can buy credits, change Controls and Data sources, delete accounts, and remove do-not-contact entries.
Where to go next
- The whole Leads Hub on one page → Leads Hub A–Z: Getting Started
- Ideal Customer Profiles · Discover · Accounts and Contacts · Monitors
- Credits, Spending Controls and Usage · Data Sources and Your Own Keys
- Do-Not-Contact and UK PECR
- Turn prospects into conversations → Advanced Sequences
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