Clients & audiencesBeta

One client book for everything.

You save each person once — with their details, their company and their owner — and from there your CRM, your campaigns, your forms and your quotes all use it. Audiences group people, not email addresses.

Get started free See the benefits

One record per person
Audiences, not mailing lists
Import from CSV or Excel

1440 × 900One client book for everything.

In your address book

People first; the lists come from there.

Audience membership is stored per person, with or without an email. The sending list is a consequence of that, not a separate table you keep by hand.

The full record, not just an email

Ten editable fields per client, designed so you never have to ask for details again when it's time to invoice.

First name, last name, email, phone and company
Tax ID (NIF, RUC, RFC, CIF or VAT) ready for quoting and invoicing
Country from a normalized 69-option list, plus city and address
An owner assigned from your organization's members
Internal notes up to 5,000 characters, right next to the data
A timeline with notes, calls, meetings, tasks and events

1200 × 900The full record, not just an email

Audiences that group people

An audience is a group of your organization's clients, not a list of addresses. You decide the channel afterwards.

A person with no email can belong to an audience too
Turn on the email channel when you want to use it for campaigns
Each audience shows how many clients it holds right now
Add or remove members in bulk from the manager itself
Deleting the audience deletes not a single client

1200 × 900Audiences that group people

Two segments that maintain themselves

Every organization gets two automatic audiences whose membership is recomputed by rule, with nobody touching them.

Form leads: they came through a form and ticked the consent box
CRM clients: those your team loaded or who already have an opportunity
They recompute when you open the screen and with the Refresh button
They're read-only: not editable, not deletable, never broken by accident

1200 × 900Two segments that maintain themselves

The caps, no small print

What each operation in the module handles, the same on every plan.

Rows per import: 5,000
Imports per minute: 3
Clients per audience operation: 2,000
Internal notes per client: 5,000 characters

1200 × 900The caps, no small print

At a glance

Everything else it brings.

One client, one record

The same email can't repeat inside your organization: not when creating, editing or importing.

Import your list however it comes

Paste from a spreadsheet or upload a CSV: we detect the separator and guess which column is which field.

From search to audience

Filter as you type, tick whoever you want and create the audience from that selection in one click.

Opt-outs are always respected

Anyone who unsubscribed, bounced or flagged spam never returns to your sending list, whatever the entry point.

The same book across Pluxion

CRM opportunities, form leads, quote recipients and campaign lists all point to the very same client.

How it works

From the book to the campaign going out today.

Audience membership is what counts; the sending list is derived from it every time.

01
You fill the book
By hand, importing a CSV, with the leads arriving from your forms or from your own system through the API.
02
You group into audiences
Tick clients and create the audience, or let the two automatic segments do their part on their own.
03
You turn on the email channel
Members with an email become subscribers on your sending list, skipping opt-outs, bounces and complaints.
04
You send the campaign
Right before sending, the list is rebuilt from real membership: whoever's missing joins, whoever left is dropped.

What's included

What each plan includes.

The client book comes with your plan. What changes between plans is how many audiences you can keep and how many people fit on your sending list.

Comparison by plan
Feature	Starter	Pro	Business
Clients
Ten-field client record	✓	✓	✓
Clients in the listingThe listing shows the 500 most recent; pagination is on the way	500	500	500
Instant multi-field search	✓	✓	✓
Activity timeline in the record	✓	✓	✓
Assignment to team members	✓	✓	✓
Role needed to manage them	Miembro	Miembro	Miembro
Audiences
Audiences per organizationThe two automatic ones count towards this number	3	10	Ilimitadas
Automatic segments included	2	2	2
Clients per audience operation	2.000	2.000	2.000
Create an audience from a selection	✓	✓	✓
Bulk member manager	✓	✓	✓
Import
Rows per import	5.000	5.000	5.000
Imports per minute	3	3	3
Separator and column detection	✓	✓	✓
Assign audiences while importing	✓	✓	✓
Duplicate controlRows whose email already exists are skipped, never overwritten	✓	✓	✓
Email channel and connections
Contacts on your sending listQuota shared with Email marketing	500	2.500	10.000
Opt-outs, bounces and complaints respected	✓	✓	✓
Reconciliation before every send	✓	✓	✓
Clients through the public APIThe listing returns up to 200 records per call	✓	✓	✓
Active plan required	Sí	Sí	Sí

The two automatic segments take up room inside your audience quota: on Starter that leaves one manual audience, on Pro eight, and on Business there's no cap.

The full inventory: 60 features across 7 blocksOpen

The client record

Table of the whole organization's clients
Instant search by name, email, company, tax ID, city and country
Create and edit in a ten-field dialog
Save with just a name, an email or a company
Tax ID for quotes and invoices
Normalized country picker in your language
Owner assigned from your team members
Source badge: form or imported
Email status: subscribed, unsubscribed, bounced or spam
Timeline of notes, calls, meetings, tasks and events
Internal notes up to 5,000 characters
Deletion with two-step confirmation

Import

Four-step wizard: input, mapping, options and result
Paste from a spreadsheet or upload a CSV file
Upload by click or by dragging the file
Separator detection: tab, semicolon or comma
Automatic column detection with aliases in two languages
Manual mapping of the nine fields, with a skip option
Preview of the first rows before importing
Assign audiences to the whole imported batch
Final summary of imported, duplicate and errored rows
Deduplication against your base and inside the file itself

Audiences

Create, rename and describe audiences
Unique name within the organization
Turn the email channel on or off
Member manager with a candidate search
Bulk add and remove of members
Client count per audience
Audience search by name and description
Create an audience from the table selection
Add the selection to an audience that already exists
Pick audiences when creating a client
Confirmed deletion that never touches your clients

Automatic segments

Form-leads audience with consent
Audience of clients managed in the CRM
Membership recomputed by rule, not by hand
Recompute on screen open, plus a Refresh button
Read-only guaranteed on the server
Names translated to the panel's language

Bridge with email marketing

Members with an email are projected as subscribers
Opt-outs, bounces and complaints are never resubscribed
Email contacts you already had are linked, not duplicated
List reconciliation before every send, scheduled ones included
Turning the channel off pulls the audience out of the email layer
The same audience visible in Clients and in Lists
A notice of how many were left out and why

Automatic entries

Lead capture from your forms
Marketing consent recorded with its date
Updates only fill gaps, they never overwrite curated data
An automation that drops the lead into the right audience
Create, read, update and delete clients through the API
A client-created event, forwardable via signed webhook
Quote recipients taken straight from the record
Fixing a name also updates the linked email contact

Platform and security

Full isolation per organization
Each organization sees only its clients and audiences
The assigned owner is validated against your real team
Full panel in Spanish and English
Contextual Pluxi help inside the module
Deleting a client leaves no loose ends behind

On the roadmap

What we're working on.

Clients & audiences is in beta: it works, we use it, and these are the pieces still missing before we call it done.

In progressServer-side pagination and searchToday the listing shows the 500 most recent clients and search filters over those. We're moving both to the database so there's no cap.
In progressYour store's buyers, in the bookBuyers who give consent already land on your sending list; next is creating them as clients too, with their purchase history.
In progressA page of its own per clientOne shareable link per client you can open in another tab, with data, audiences, activity, opportunities and quotes on the same screen.
In progressCustom fields in the recordStore whatever your business needs about each client, not only the fields Pluxion ships by default.
PlannedAudiences defined by rulesSegments that maintain themselves under the condition you set: whoever meets it joins, whoever stops meeting it leaves.
PlannedExport clients and audiences to CSVDownload the filtered view or an audience's membership whenever you want, without asking support for anything.

FAQ

Frequently asked questions.

How is a client different from an email marketing contact?

The client is the person: their details, their company, their owner and their history. The email marketing contact is just their address on your sending list, with its consent status. Both are linked by email, so if you already had a mailing list it connects to your client record without duplicating anyone.

Can an audience include people with no email address?

Yes, and that's exactly why audiences are groups of people rather than lists of addresses. Membership is stored per client, email or not. If you turn on the email channel, those who do have an address move onto your sending list and the rest stay in the audience all the same.

If I add someone who unsubscribed to an audience, will they get the campaign?

No. Before projecting anyone onto the sending list we check your organization's unsubscribes, bounces and spam complaints, and skip whoever is on them. We tell you how many were left out and why. The person stays in your client book: what doesn't come back is permission to email them.

How do I bring my list over from Excel or another CRM?

Paste the content straight from the spreadsheet or upload a CSV. We detect whether it's separated by tabs, commas or semicolons, guess which column is which field and let you fix the mapping before anything happens. You get a preview, you choose which audiences they join, and at the end you get a summary of imported, duplicate and errored rows.

What are the automatic audiences and why can't I edit them?

They're two segments your organization gets out of the box: leads that arrived through a form with consent, and clients your team loaded or who already have an open opportunity. Their membership is computed by rule and recomputed on its own, so editing it by hand would break it. If you need a variant, create a regular audience with whoever you want.

The module is in beta. What does that mean exactly?

It means everything on this page works today and we use it daily, but pieces are still missing before we call it done: the listing shows the 500 most recent clients, there's no CSV export and no page per client yet, and your store's buyers aren't created as clients. They're all on the way and listed above, unvarnished.

Also included

And it comes with the rest of the platform.

Every service talks to the others and lives in the same plan.

Pricing

One price. Everything included.

Vs. separate tools

Save $576/yr.

Pluxion's five core services, today paid separately — in a single plan.

HostingGoDaddy

$14.99

Corporate emailGoogle Workspace

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Email marketingMailchimp

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Online storeBluehost WooCommerce

$12.99

Web analyticsPlausible

$9.00

Scattered total$57.97/mo

Pluxion$9.99/mo

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