Plexus

RATING:

4.7

(18)

About Plexus

Plexus is a cloud-based solution that helps businesses streamline project management, quoting, sales tracking and inventory optimization operations via a unified platform. It enables managers to track issues in work orders, assign tasks to team members, process invoices and monitor employees’ time and leaves. The built-in document management module allows employees to capture and store data related to projects, orders, tasks, customers and more in a centralized repository. Features of Plexus include cost estimation, enterprise resource planning, reporting, archiving and more. Additionally, using the built-in scheduling system, supervisors can review manpower needed for jobs, allocate tasks and send automated alerts to employees. Plexus supports integration wit...
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Plexus Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Plexus

1 - 5 of 17 Reviews

Philip

Construction, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

I am a plexpert.

Having quotes centralized. Having the quotes be the orders and having the material usage and even pictures of the installed product all on the same order is really nice. So just having so much on one software is great. We havent even used introduced a lot of the features yet. Like we still havent started tracking payments in plexus.

PROS

I like that it is intended to be used for the whole company. Salesman, managers, installers. I like the dashboards . The to-do lists on the dashboards that you can put on peoples screens are great. I've noticed a lot LESS bugs in the last year or so. When we started it seemed like they were more common.

CONS

I still feel like there is room for improvement for the installers to use on their mobile devices. I also sometimes get frustrated on how connected everything is. Its a good thing but also a bad thing. Like sometimes you can't delete an order because there is an invoice and you cant delete the invoice because there is a ticket and you cant delete the ticket because there is a movement etc... you get the point. I understand why its connected but its still frustrating sometimes.

Reason for choosing Plexus

[SENSITIVE CONTENT HIDDEN] is a good salesman :)

Reasons for switching to Plexus

CRM was just old.

Brandy

Construction, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2021

Plexus review for The Hayes Company - Brandy Eckert

PROS

Everything is able to be done in one program, from time and material tracking, to invoicing and payroll.

CONS

The views get changed way to much and it affects my permissions. But that may be something that the company does itself and not plexus. I don't know.

Vendor Response

Thank you Brandy for your review! The reviews are set by each company. Feel free to reach out to Plexus Support if you need help with your views. Thanks again!

Replied February 2021

Tucker

Construction, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

4

Reviewed February 2021

Plexus Review

PROS

The ability to track the information (inventory, hrs, job costs, etc)

CONS

Schedule: -The scheduling module is VERY difficult and time consuming when changes need to be made. -A geofence by zip codes would be FANTASTIC to have. Make scheduling easier and give us the ability to narrow down KCMO as NE/N/NW/E/SE. General Usage: -Complexity behind lets say - adding a "kit." If you forget to click the drop down for where a product should be attached to you have to go in, delete it, search it again, add it.... -The specificity that is needed to look up information. 816-456-7890 can not be found when you type in 816.456.7890 or 8164567890. -Now that we are in the order numbers of 10000+ if you search by ascending/descending the order numbers are not in any order that makes sense. -My techs often get kicked out of jobs, have issues clocking in or out -Compatibility to Apple is an issue. -Mobile site does not have the same functionality as desktop for simple items.

Zac

Construction, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2021

Plexus helped a lot of our systems.

It was good. The software works well for us.

PROS

Tied together front end and back end operations. From pricing to job costing to invoicing.

CONS

It requires users to be fairly tech savy.

Reason for choosing Plexus

Liked the team. Liked the customization options.

Reasons for switching to Plexus

Needed something better.

Vendor Response

Thank you Zac for your review! We are constantly working to make Plexus more user friendly. Your feedback helps with that. Thanks!

Replied February 2021

Jackie

Construction, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Plexus and why you need it too!

Plexus has made running our business and working with our customers such a breeze. I look forward to many successful years using Plexus, Quickbooks and growing together!

PROS

Plexus is user friendly and makes it easy to jump from one screen to the next. I am able to keep track of all of my ongoing projects, all of the companies we work with as well as which of our sales reps are working with said companies. I am also able to keep track of our sales with Intuit with the ease of which it links to Plexus.

CONS

There are very few things that I do not like about Plexus, and saying "I do not like" seems very harsh. It is more that there are small jumps to QuickBooks that I wish were a bit easier, including some deposits that cannot be drawn back once posted. Also, I think the home screen could give better notifications when something goes wrong with a bank transfer.

Vendor Response

Thank you so much for your review!

Replied February 2021