Lead to deal
Qualify enquiries, preserve their history, and move sales-ready work into the pipeline.
Planex365 CRM
CRM Features
A practical CRM for capturing demand, working together, progressing deals, and keeping every customer interaction visible.
Built for real sales work
Six capabilities that make the difference
From the first enquiry to a governed sales handover, Planex365 keeps each step connected.
Team collaboration
Give owners and contributors the right visibility, handovers, and shared context.
Smart automation
Use tags, scores, lifecycle rules, routing, and expiry to keep attention on the right records.
Website lead capture
Turn website and campaign enquiries into protected, attributable CRM activity.
Sales activity control
Plan calls, follow-ups, meetings, reminders, and calendar work without losing customer context.
Forecast and governance
Understand pipeline health while maintaining the controls, audit history, and reporting leaders need.
The CRM journey
From first enquiry to a clear commercial outcome
01Capture
02Qualify
03Collaborate
04Convert
05Quote
06Win or lose
07Analyse
Why teams choose it
Clearer work, stronger control
Faster responseKeep follow-ups, reminders, and scheduled work visible.
Cleaner pipelineUse stages, scoring, products, and forecasts to focus the team.
Accountable ownershipMake ownership, collaboration, and handovers easy to understand.
Governed automationAutomate useful segmentation and routing without losing control.
Built for your team
Explore CRM capabilities by role
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See Planex365 CRM in action
Explore how your team can capture demand, build pipeline discipline, and make every customer interaction count.
Explore Planex365Common questions
A CRM that fits how sales teams actually work
Can multiple people work on one lead or deal?
Yes. Every record has a primary owner and can include up to five team members, giving contributors the right context while keeping accountability clear.
Can the CRM capture website enquiries?
Yes. Public web forms can capture, validate, attribute, protect, and route enquiries into the CRM with duplicate-aware handling.
Can tags automate routing and segmentation?
Yes. Tags support controlled visibility, rule-based automation, lifecycle conditions, expiry, routing suggestions, and dashboard filters.
Can sales managers use it for forecasting?
Yes. Forecasts, win-loss analysis, pipeline filters, stage history, saved views, and exports help leaders review performance with practical detail.