Plexus
Services · Business systems

Turn the way your business works into one system.

Customers, work, people, documents and numbers in one system built around your rules, not a template.

Email, Excel, Files, Calendar, CRM, Messages → Business core → Customers, Operations, People, Documents & finance, Data & automationEmailExcelFilesCalendarCRMMessagesBusiness coreCustomersOperationsPeopleDocuments &financeData &automation
Scattered tools become one core that serves every part of the business.
22 · What's included

What's included

Most businesses run on Excel, chats and a handful of apps that don’t talk to each other. We look at how yours works, design the structure it needs, and build one system for the whole operation: customers, enquiries, bookings or orders, documents, staff, planning, reports. Like the systems we built for a recruitment agency and for a tourism company, adapted to your industry and your rules.

Customers

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  • Customers & CRM Every customer, conversation, offer and file in one place, for the whole team.
  • Customer portal Your customers see their booking, order, status, documents and invoices online, under your brand.
  • One inbox for all enquiries Email, website forms and WhatsApp in one place; every conversation has a history and an owner.
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  • Bookings, orders & appointments Requests, confirmations, changes and cancellations, with a calendar and a record of every step.
  • Multilingual The system and the customer portal in the languages your team and customers use.

Operations

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  • Business analysis & structure How the business runs today, where it loses time and information, and the structure it needs. A plan before anything is built.
  • Custom operating system One system for the whole business, built to your rules. Not a template, not a subscription to someone else's software.
  • Planning & work calendar Who is where, on which day, on which job; visible to the whole team.
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  • Stock & inventory What you have, where it is, when to reorder, connected to orders and invoices.
  • Projects & tasks Work broken into projects and tasks, assigned, tracked, finished.
  • Multi-branch & multi-brand Several offices, shops or brands on one system, each seeing its own data.

People

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  • Staff, roles & permissions Who does what, who can see what. One account per person. A record of every change.
  • Applications for your team Internal tools and mobile-ready apps for the work your staff does every day.
  • Training & support Short sessions for your staff, guides for non-technical people, a monthly agreement for updates and help.

Documents & finance

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  • Documents & deadlines Contracts, permits, licences, renewals and files per record, with alerts before they expire.
  • Quotes & invoicing Offers and invoices produced from your data, sent and tracked automatically.

Data & automation

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  • Dashboards & reports The numbers that matter, computed from your data, every day, week and month.
  • Notifications & reminders Email, push and WhatsApp reminders so nobody has to remember.
  • Process automation Reports, reminders, invoices, data between apps: done by the system, not by hand.
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  • Integrations Accounting, email, calendar, website, payment and the tools you already use, connected so data is entered once.
  • Migration from Excel Your existing spreadsheets and files brought into the system, cleaned, without losing history.
  • Installed in your office or online On a server in your office, designed to keep internet exposure to a minimum, or online on your own domain. Backups included.

Built around business objects

Customers, people and documents stop being scattered: each becomes a record with relationships, a workflow, data and actions.

Customers in the system

A customer is more than a contact.

Customer → Lead → Enquiry → Booking → Payment → Communication → Follow-upCustomerLeadEnquiryBookingPaymentCommunicationFollow-up

Every step is recorded against the same customer, so nothing depends on one person’s inbox.

People in the system

An employee is more than a user account.

Employee → Role → Permissions → Tasks → Projects → Documents → Approvals → Activity → AI contextEmployeeRolePermissionsTasksProjectsDocumentsApprovalsActivityAI context

Each person sees and does what their role allows, and their work connects to the rest of the business.

Documents as business data

A document is more than a file.

File somewhere → Document → Owner → Client / project → Permissions → Version → Deadline → Audit → Search → AI contextFile somewhereDocumentOwnerClient / projectPermissionsVersionDeadlineAuditSearchAI context

The file is no longer “somewhere”. The information belongs to the business system.

How

How it goes

  1. 01 · Discover

    We meet, talk to the people who do the work and look at the tools and files you use.

  2. 02 · Design

    You get the map of how the business works, the problems in order, and a plan. Fixed price.

  3. 03 · Build

    We build a first working version, then test and improve it with your team on real work.

  4. 04 · Optimize

    We improve it from real use, then keep it running: updates, backups, support.

Who it's for

Businesses of 5–100 people that have outgrown spreadsheets and chats: tourism, recruitment, clinics, agencies, shops, law and accounting firms, trades, transport, any business with customers, documents and deadlines.

What changes for your business

  • Everything about a customer, a job or a worker in one place.
  • Alerts before a deadline is missed, not after.
  • Staff working at the same time without overwriting each other.
  • A record of who changed what, and when.
  • Reports that arrive by themselves.
  • Less phone calls, because customers see their status online.

Examples

Questions people ask

Can it replace the software we already pay for?

Often yes, and where a tool works well, we connect it instead of replacing it.

Our business is unusual. Does it fit?

That's the point of building it around your rules. The analysis comes first, so nothing is assumed.

What if we grow?

The system is built to add branches, users and modules without starting over.

Have a process worth rebuilding?

Tell us how it runs today and where it slows you down.