PELLEX CRM
A CRM Designed by Plastics Distribution Sales Experts
Meet your new, influential, easy-to-use CRM with contact and deal management,
sales pipelines, email campaigns, customer support, and more.
A 360 Degree Customer Relationship
Management Platform
Managing Customers Isn’t Always Easy
Built exclusively for the metal industry, PELLEX CRM can help keep you on top of your customers and grow your business
- 01Simplify
Collaborations - 02Automate
Marketing Activities - 03Track &
Convert Leads - 04Drive
Sales
Get Full Visibility Into Your Sales Pipeline
PELLEX CRM pipeline gives you complete visibility across all stages of the pipeline. Drag and drop deals to update the pipeline stages.
Mark deal as won or lost and view real-time insights on your dashboard. View all deal information such as deal value, deal stage, linked contacts, email conversations, notes, documents, and more at a glance with PELLEX CRM Software.
Close More Deals with Contact Management
Preserve complete contact profiles with custom fields to record all the data you need. Classify and link contacts to their organization for easy tracking. Add or import contacts existing contact databases easily.
View all the contact information, notes, communication history, open and close deals, and more at a glance with PELLEX CRM software.
Create New Deals in Seconds
Add deals with their value, expected close date, winning probability, and more. Create custom fields to add additional information to your deals.
Link deals with people and organizations. Keep track of deal activities. Track deals through your sales pipeline stages.
Get Real-Time Insights with Dashboard
Making the right business decision isn't always easy. Stay up-to-date with real-time sales insights on the dashboard.
View open and won deals statistics, deal status by team members, activity reminders, and more at a glance on the dashboard. Track your deals and monitor team progress with an intuitive dashboard.
Tailor Your Pipeline to Your Exact Process
Create a new pipeline or choose a template. Create multiple sales pipelines for different products and markets. Identify and focus on important deals with the visual sales pipeline.
Use pipeline view to see deals by stages, deal value, activities scheduled, and more - at a glance.
Integrate With Email to Work Smarter
Connect your email to send messages right in PELLEX. Communicate with your contacts via CRM so you can track emails and contact history in one place. Get a complete picture by viewing contact and deal communication history.
Sync your inbox on PELLEX's Cloud system. Communicate with your contacts via CRM so you can track emails and contact history in one place. Get a complete picture by viewing contact and deal communication history.
Get More Leads With Email Campaigns
Setting up email marketing campaigns has never been easier. Use our step-by-step method to import or create lists, segment customers, select or create a template. Then just publish and hit send.
Generate more leads and keep your subscribers engaged. Schedule your conversion-oriented email campaigns whenever you want. Get detailed reports on open rates and click-through parameters.
Stay Proactive About Customer Support
Track and solve customer support tickets all in one place with ease. Categorize, prioritize, and assign tickets to your support team. Connect your support email in PELLEX to receive and respond to customer issues and queries. Create custom ticket views by selecting assignee, priority, status, and more. Set up custom views to see relevant tickets on your ticketing dashboard.
Create custom ticket views by selecting assignee, priority, status, and more conditions. View relevant tickets on your ticketing dashboard with custom views.
Build a Helpdesk for Your Customers
Reduce support tickets and empower customers to find the answers they need by creating a smart knowledge base. Create and manage articles and sections according to your needs.
Brand your helpdesk by uploading your company's banner and logo. Create a smart repository of articles so that your customers can find answers by themselves.
Accelerate Productivity
View all your activities in a calendar view to plan your day efficiently. Schedule activities, tasks, meetings, emails, and more with your contacts or deals. Receive instant reminders and notifications for overdue activities.
Whether you're managing client appointments, project deadlines, or follow-up actions, your calendar view ensures that you stay on top of every commitment. With seamless integration across all your devices, you can access your schedule anytime, anywhere, and make the most of your time with ease.
Manage Your Team Effectively
Organize your sales staff into teams to track their performance. Create different teams to get a clear picture of the deals and activities they are working on.
Evaluate sales team performance by viewing real-time insights on your dashboard. Set records visibility by the team so that they are only visible to your team.
Configure Your CRM the Way You Want
Get the power to fully configure your CRM the way you want. Create and assign custom fields and attributes to deals or contacts for better tracking and reporting.
Add additional information to records by creating custom fields. Create different types of custom fields such as text, numeric, dropdown, and more according to your business requirements.
It’s How Your Sales Team Beats The Competition
- Power your sales, marketing, and customer support in one stage
- Modest and instinctive edge that requires minimal training
- Make cleverer business decisions with real-time analytics on the dashboard
- Get real-time notifications for overdue activities
- Effortlessly import your existing data from spreadsheets within seconds
- Manage your data perceptibility
- Create professional email templates
- Create sections and send tailored emails
- Brand your helpdesk by uploading logo and banner
- Advance performance with team activity management
CRM Features FAQs
PELLEX CRM gives you full visibility into your customer relationships—from lead generation to quoting, follow-up, and closing—across all your plastic product lines and distribution channels.
Yes, you can create multiple pipelines by product type, sales team, or region. Track opportunities in each pipeline with drag-and-drop deal stages.
Use the visual pipeline to move deals through stages like quote sent, price approved, sample shipped, and PO received—all in real time..
Absolutely. Link buyers to their organizations and view emails, calls, deals, and notes in one centralized contact record.
Yes. Use the import tool to upload Excel files and map fields such as contact details, deal values, and stages.
You can connect your email (like Gmail or Outlook) and send, receive, and log all emails directly within the CRM—keeping all interactions traceable.
Yes. Schedule activities like follow-ups, samples, meetings, or calls and get real-time alerts so no task is missed.
Build and send professional email campaigns, segment your list by customer type or interest (e.g., injection molding clients), and track open and click-through rates.
Yes. Use the built-in helpdesk and ticketing system to track support queries, categorize complaints, and assign them to relevant team members.
Definitely. Customize your helpdesk with your logo, color scheme, and organize knowledge base articles to reduce support tickets.
Easily duplicate previous deals or set recurring activities for customers who place monthly or quarterly resin or packaging orders.
Yes, organize sales reps by team or region and monitor their pipeline activity and performance metrics on your dashboard.
The dashboard provides real-time insight into open deals, conversion rates, overdue activities, and customer engagement trends.
Yes. Define visibility rules by team, rep, or department to control access to sensitive customer data.
Yes, reps can access the full CRM via mobile—view contacts, update deals, schedule visits, and log meeting notes on the go.
100%. Add custom fields for resin grade, order volume, preferred packaging type, customer segment, or any business-specific data.
Yes, it’s built to work globally, with support for multiple currencies, languages, and regional formatting.
Yes, set triggers to auto-schedule follow-ups, reminders, or emails based on deal status or customer inactivity.
CRM brings your email campaigns, ticketing system, customer records, and sales insights together on a single platform.
Yes. View a shared calendar of tasks, meetings, and deadlines. Assign activities to reps and track completion to improve accountability.
Let Us Help You Understand Better.
We will send you a Product Brochure and Customer Feedback Video.
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