Sales CRMBeta

Your pipeline lives where you already work.

A drag-and-drop pipeline, tasks with reminders and a sales calendar in the same panel where your domain, your email and your forms already live. Pick your industry and the CRM arrives set up, stages and automations included.

Get started free See the benefits

Drag-and-drop kanban
6 industry templates
Reminders by email

1440 × 900Your pipeline lives where you already work.

In sales

A CRM that already knows how your business sells.

You don't start from a blank sheet: pick your industry and the stages, fields and rules that sector uses appear. From there you just move cards and return calls.

Move your pipeline by dragging

Each column is a stage in your pipeline and shows how many opportunities it holds and what they add up to.

Drag the card and the opportunity changes stage
Every card carries its OP-N reference, amount, health and owner
A red alert when the next activity is already overdue
A clear warning when an opportunity has no next step
Filters by health and owner, sorted by closing date
The same funnel as a board or as a table

1200 × 900Move your pipeline by dragging

Automations that come pre-installed

Every industry template brings its own rules. Flip them on or off with a switch and see how many times they worked for you.

They fire on what happens: contact created, stage moved, deal won
They add the client to the audience they belong in
They create the follow-up activity with its owner
The cycle runs every minute, not when you open the panel
A monthly run counter on every rule

1200 × 900Automations that come pre-installed

The five numbers of your funnel

The CRM overview opens with what actually matters, computed from your data and with no spreadsheet in between.

Pipeline value: Sum of what's open
Weighted forecast: By stage progress
Won this month: Amount and win count
Close rate: % of what closed
Lead flow: Last 12 months

1200 × 900The five numbers of your funnel

And it plugs into everything else

The CRM isn't an island: it shares clients, forms and quotes with the modules you already use in the same panel.

Quote an opportunity and, once it's signed, it marks itself won
Client history is shared with the rest of your account
A public API with per-token scopes for your own CRM or n8n
Signed webhooks when you win, lose or change stage
Pluxi writes the integration prompt and creates the token for you

1200 × 900And it plugs into everything else

At a glance

Everything else it brings.

Business templates ready to use

Agency, freelancer, real estate, clinic, restaurant or e-commerce: pick yours and its stages, fields and rules get installed.

Weighted forecast, not wishful math

Each opportunity is weighted by how far it has moved through its pipeline, so you see what you'll really close.

The reminder lands in the inbox

Set a reminder time and an owner, and the email goes out on its own, in your organization's time zone.

Your sales month on one screen

A monthly grid colour-coded by type: meeting, task, event, call or note. Click a day and book right there.

Form leads land in the funnel

Mark which field is the email and which box is consent, and every response becomes a client and an opportunity.

How it gets going

From the first screen to the first sale.

Getting started is two decisions and one click. The rest arrives done.

01
Choose how you want to work
Three paths: use Pluxion's CRM, connect your own, or run both. The choice is saved and you're never asked again.
02
Install your industry in one click
Pick one of the six templates and its stages, fields and rules are created. Skip it and you start on a General four-stage pipeline.
03
Clients arrive on their own
From your forms with consent on record, from your client book, or created by API from wherever you already work.
04
You move it, close it, it's logged
Drag the card, the proposal counter updates itself and, on closing, you record the reason. It all stays in the client's history.

What's included

What each plan includes.

The CRM comes complete on any plan: no quotas of its own and no gated features. The only things it shares with your plan are contacts, audiences and sends.

Comparison by plan
Feature	Starter	Pro	Business
Pipeline and onboarding
Industry templates	6	6	6
Kanban board with drag and drop	✓	✓	✓
Table view with filters and pagination	✓	✓	✓
Industry fields on the opportunityThey arrive with the template you install	✓	✓	✓
Lost reason on record	✓	✓	✓
Day-to-day selling
Activity types	5	5	5
Monthly calendar	✓	✓	✓
Email remindersPlatform email: they don't eat into your send quota	Incluidos	Incluidos	Incluidos
Timeline per client and per opportunity	✓	✓	✓
KPI panel with weighted forecast	✓	✓	✓
Monthly proposal goal	✓	✓	✓
What it shares with your plan
Total contactsThe same book Email Marketing uses	500	2.500	10.000
Audiences	3	10	Ilimitado
Automation emails / monthThey come out of your plan's send quota	5.000	25.000	50.000
CRM quota of its own	—	—	—
Integrations and control
Lead capture from forms	✓	✓	✓
Template automations	✓	✓	✓
Public CRM API with per-token scopes	✓	✓	✓
Signed webhooks for your events	✓	✓	✓
Pluxi integration wizard	✓	✓	✓
Link with the quoter	✓	✓	✓

Requires an active or trialing plan. The module is in beta: you can already use it (pipeline, tasks, calendar), but it isn't in the panel menu yet and its own configuration — your stages, your fields, your rules — arrives with the releases below.

The full inventory: 65 features across 7 blocksOpen

Pipeline and opportunities

Kanban board with drag and drop
Opportunity count and dollar total per column
Create straight into the stage you want
Card with OP-N reference, amount, health and owner
Open-activity counter and next date
Overdue alert and no-next-step warning
Search by account or reference
Filter by health and owner, with a "mine" view
Sort by recent, closing soon, value or risk
Paginated table view with status and stage filters
Amount in dollars and estimated closing date
Won or lost close with the reason on record
Automatic sealing of the proposal-sent date

Activities and calendar

Five types: note, call, meeting, task and event
Task and call list with a mine / all filter
Filter by pending, completed and due date
Filter by a specific client or opportunity
Complete with one click, overdue in red
Monthly calendar colour-coded by type
Day popup with everything scheduled
Clickable legend to show or hide types
Email reminder to the assignee
Activity timeline per opportunity and per client
Quick logging from the timeline itself
Upcoming meetings card with a book button

Metrics and goals

Total value of the open pipeline
Forecast weighted by stage progress
Open opportunities and how many are in the final stage
Won this month, by amount and by count
Close rate, left blank until there are closes
Lead chart for the last 12 months
Meetings booked and % of opportunities with a meeting
Monthly proposal goal with a progress bar
Goal editable by owner or admin only

Onboarding and industry templates

Three-path onboarding on first launch
Six verticals with their stages visible before you pick
Stages with colour, order and won/lost flags
Industry fields inside the opportunity form
Industry automations installed with the template
Reinstalling never duplicates or overwrites your edits
A General four-stage pipeline if you pick none

Automations and events

Trigger → action rule engine
Panel with a per-rule switch and permission notice
Run counter for the current month
A worker that sweeps events every minute
Idempotent execution: nothing fires twice
An event bus with six contact and opportunity events
Delivery to your webhooks with a verifiable signature
Status and detail for every run

Capture and integrations

Lead capture from any Pluxion form
Field mapping and a consent checkbox
Create the opportunity on submission, in the stage you choose
Never overwrites data you curated by hand
Public API for contacts, opportunities and activities
Per-token scopes: read, write and delete
A Pluxi wizard that generates the token and the integration prompt
A button to quote an open opportunity
An accepted quote closes the opportunity and syncs the amount

Team, permissions and platform

Data isolated per organization
Switching organization switches the whole CRM
An owner per opportunity and per activity
Assign clients to any member
Configuration reserved for owner and admin
A clear notice instead of a button that fails without permission
The whole panel in Spanish and English

On the roadmap

What we're working on.

What we're building. Not available yet — we list it so you know where it's heading.

In progressPipeline and stage editorRename, reorder by dragging, add or remove stages, and keep a different pipeline per line of business.
In progressCustom field editorCreate your own fields — text, number, currency, date, choice — on clients and opportunities, without asking anyone.
In progressBuild your own automationsDefine your own rules: when they fire, which conditions must hold and what action they run.
In progressFollow-up emails in your own wordsEditable templates with your client's name, the amount and your brand, instead of today's generic notice.
PlannedConnected calendar and invitesSync with Google Calendar and Outlook, an invite attached to the email, plus week and day views.
PlannedClient email inside their recordMessages exchanged with that client from your corporate mailbox show up in their history, with nothing external to connect.

FAQ

Frequently asked questions.

Does the CRM cost extra?

No. It comes complete on any plan with an active subscription, and no plan gates features: Starter and Business get the same pipeline, the same industry templates and the same automations. The only things it shares with your plan are contacts, audiences and the emails your rules send.

What does it mean that it's in beta?

It means the module already runs (pipeline, tasks, calendar, metrics, automations and API), but we haven't put it in the panel menu yet, so you get in by direct link. What's missing isn't features, it's you being able to configure them. Editing your own stages, fields and rules is on the way.

Do I have to set it all up myself?

No. Pick your industry from six templates and its stages, fields and rules are installed in one go. If you'd rather not choose, you start on a General four-stage pipeline and can log your first opportunity right away.

What if I already have a CRM that works for me?

Don't switch: we'll connect it. Pluxi asks you four questions, creates a token with the minimum scopes and hands you a ready-made prompt so your AI writes the integration against our public API, with your real URLs and identifiers inside. The model never gets to see the token.

How do clients get into the CRM?

Through your forms, which create the client and — if you enable it — the opportunity, with marketing consent on record. Also by importing from your client book, up to 5,000 rows per batch with no duplicates, or by API from the tool you already use.

Will I forget a call?

Not if you set a reminder time and an owner: we check every fifteen minutes and the email goes to whoever owns it, in your organization's time zone. You can switch it off in Settings → Notifications. That email goes out in Spanish today; the bilingual version is on the way.

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

$7.99

Email marketingMailchimp

$13.00

Online storeBluehost WooCommerce

$12.99

Web analyticsPlausible

$9.00

Scattered total$57.97/mo

Pluxion$9.99/mo

Starter

For personal projects and small sites. Includes hosting, email, and basic tools.

$9.99/mo

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