A CRM for sales: pipelines, deals and quotes
Leads from forms and messengers land in the pipeline, every deal has an owner and a next step, and the client accepts and signs your quote online.
- Pipelines, tasks, quotes
- in the base
- Wholesale and B2B for a store
- €139
- Automation
- from €39
In short
A sales pipeline is the stages a deal goes through, from the first lead to payment. In a CRM every deal sits at its stage with an owner, an amount and a next action, so you see how much money is at each stage and where deals get stuck.
What Plugix CRM does
Unlimited pipelines
As many pipelines as you need, with your own stages and fields: new clients, wholesale, repeat sales.
Companies and files
Companies with their details, files and the whole history of deals in one card.
Leads land by themselves
Forms on Tilda, WordPress, Webflow, Weblium and ADS Quiz create a deal in the pipeline, and new leads are shared among managers in turn.
Tasks and a calendar
Tasks with a due date and an owner, a task calendar; anything overdue shows at once.
Quotes with a signature
The client opens your quote by a link, accepts it online and signs it through Vchasno, with no printing or scanning.
A meeting by a link
The client picks a free time for the meeting on their own.
A plan and a forecast
A sales plan for the period and a forecast from the deals in the pipeline.
Lead scoring
Once you have twenty closed deals, the CRM scores each new lead on your own history: which is more likely to close.
Requests with a deadline
Client requests with a response deadline: you see which are burning.
Wholesale and B2B for a store
Wholesale customers, their own price list, deferred payment and debts with reminders, invoices and delivery notes.
Automation
A stage changes, and a task, a template message or a new owner is set by itself.
Where it is included and what it costs
Pipelines, companies, tasks, the plan, lead scoring, signed quotes and meetings are in the base of every edition. “Wholesale and B2B” — €139 for a store; “Automation” — €89 for a store and “Automation” — €39 for services, a month.
Frequently asked questions
Didn’t find your answer? Write to hello@plugix.ai.
Can I run B2B sales?
Yes: companies with their details, deal pipelines, quotes signed through Vchasno, and for a store the “Wholesale and B2B” package with a wholesale price list, deferred payment and invoices.
How many pipelines can I create?
As many as you need, with your own stages and fields.
How does lead scoring work?
The CRM learns from your closed deals (it needs at least twenty) and shows which new lead is more likely to close.
Can the client sign a quote online?
Yes: they open the quote by a link, accept it and sign it through Vchasno.
Can I connect telephony?
Yes, the “Telephony” package: Binotel, Ringostat, UniTalk, Phonet, Kyivstar or Asterisk, with the client’s card during the call.
We’ll show you Plugix CRM on your own data
Leave your phone or Telegram — we’ll write within 15 minutes during working hours, name the price for your size and show you the dashboard on your own price list or catalogue.