Plutio

Plutio is very powerful and versatile

Avantages :

Project managment in Kanban form, boards for every client, proposals, invoicing, client portal...I can do everything in Plutio! It's great and feature rich and the [SENSITIVE CONTENT HIDDEN] really listens to his customers and brainstorms ideas with them.

Inconvénients :

It has a bit of a learning curve because of all the features it offers. I'd like to be able to clean it up a bit for the client view so they don't get overwhelmed by all the options.

Simple but complete portal for your project collaborators and clients

Commentaires : Right now I’ve been using it with my collaborators with no issues to test things out before inviting clients. I’ve been sending proposals to clients and it has helped close deals.

Avantages :

I‘ve been able to unify different sales tools to handle tue process of capturing prospects info, creating proposals for them and then creating all the project management boards for follow up. Having used more advanced and powerful software such as clickup, I can see the value in providing a more simple portal for clients and collaborators. There is a lot of features still pending, but the team seems responsive and keeps working to make a better platform. Integrations through their api, zapier and integromat can fill the gaps on functionality.

Inconvénients :

My main issues with Plutio are incomplete/incorrect Spanish translations, certain bugs that require workarounds or reloading the page, and mainly a lack of native import functions. The last one can be worked around using zapier/integromat but it still requires you to set things up or pay for these extra services depending on how many records you will be working.

one killer feature, the rest a mess.

Commentaires : The capturing of clients with the proposal>contract>invoice is great and is what got me to use it in the first place. Once you've got the client, I'd move them on to a different system because Plutio is so flakey. Customer support is poor, taking days or even weeks to get back to you.It's a shame, because it has so much promise, but in the end it over promises and under delivers.

Avantages :

The automated proposal which when accepted takes you to the contract, which when signed auto generates an invoice based on the options selected in the proposal and then presents it for payment. All in one flow. Now that is slick!

Inconvénients :

The bugs! Oh my goodness, the bugs. Plutio tries to do everything, and they don't have the capacity. New features are rolled out with little testing, or changed ins ays that are not backwards compatible with what they've already got. Using Plutio to run your business ends up being a lot of work!

It just gets better and better!

Commentaires : I got Plutio some time ago, I got to be honest that in the beginning when I got it about nearly 2 years ago, it wasn't exactly very friendly, and the learning curve is rather steep. However, they have constantly been releasing new updates and improvements for their online app that had really left a great impression on me! I personally feel that the team makes great efforts to ensure that all the issues/feedback that is provided by their clients are solved and met in a timely matter. I HIGHLY recommend Plutio for anyone who is looking forward for a good and brilliant CRM!

Avantages :

I love how the software allows me to manage all the projects and tasks of my team members using a simple checklist method.

Inconvénients :

THe learning curve of the product can be a little steep for people who aren't exactly tech savvy.

Yes, you should get it.

Commentaires : Here is an honest review of Plutio. I have been a user of Plutio for my business since December 23, 2017. I run a marketing company, and I always struggled to find a system that worked well for my business. Once I found Plutio, it was in its just-released stage of life, and as you can imagine, there were a few things that didn’t work the way you would think it might. However, this is the actual review; when you have an issue or are faced with a problem in the system, the team that works for Plutio will bend over backward for you to help make it right. In my experience with many companies over the years, there are good and bad. I know that [SENSITIVE CONTENT HIDDEN] and his fantastic team at Plutio are there when I need them. The customer service is better than 95% of the other companies I have worked with in the past. The system is always improving; they are not the type that builds something and works to fix it regularly while taking your money NO! They release updates and new features all the time. In summary, if you are trying to find that one great system to help you manage your business, QUIT looking at reviews. You found it! You would have to be an idiot not to use this team. They are absolutely the best in the market and great people to boot. In your service,
Michael Bridges
CEO
Digital Venture LLC.
Digitalventuredesign.com

Avantages :

Dependability Easy to Use Integrations Automation

Inconvénients :

There is really nothing that I do not like about this product.