Ideal Customer Profiles (Leads Hub)

A profile (an ideal customer profile, or ICP) describes the kind of company you want to win. Discover and Monitors use it to score every company from 0 to 100. The higher the score, the closer the company is to your ideal.

Go to CRM → Leads Hub → Profiles.

Start the quick way

• Suggested from your customers. Plenix looks at your paying customers and won deals and suggests profiles that match them, for example "IT services firms in Yorkshire with 10–49 staff". Click one to open it in the editor and adjust.
• Templates. Pick a ready-made starting point.
• Blank. Click New profile and fill it in yourself.

You can have as many profiles as you like, for example one per service you sell or one per region.

Fill in the profile

Field	What to enter
Name and Description	Something your team will recognise, like "Dental practices – North West".
Active	Switch off to hide the profile from Discover and Monitors without deleting it.
Industries	Pick from the UK SIC code list. Search by name, e.g. "dental" or "accounting".
Areas	Towns, counties or regions.
Keywords in name or website	Words that suggest a good fit, e.g. "clinic", "IT support".
Exclude businesses mentioning	Words that rule a company out, e.g. "franchise", "recruitment".
Technology they use	Software or platforms you can see on their website, e.g. "WordPress", "Microsoft 365".
People to reach	The job roles you want to talk to, e.g. "Practice Manager", "Finance Director". Leads Hub looks for these people when you find contacts.
Company size	Micro (under 10), Small (10–49), Medium (50–249), Large (250+).
Company type	Ltd, PLC, LLP or CIO (charity).
Buying signals	Events that suggest now is a good time: Newly incorporated, Accounts overdue, New director, New technology on website.

Weights: what matters most

Under Weights, slide each factor up or down: Industry, Area, Size, Keywords, Tech stack, Company type and Has a website. A factor set to zero is ignored. For example, if location matters more than size, raise Area and lower Size.

As you fill the profile in, Plenix suggests refinements, such as an industry code your best customers share.

Save

• Save stores the profile.
• Save & find matches stores it and opens Discover with the profile already selected.

Tips

• Start broad, look at the results in Discover, then tighten the profile. It's quicker than guessing.
• Use Exclude for the types of business you never want to see again.
• Buying signals add to the separate intent score, so a perfect-fit company that just changed director floats to the top.

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