Plutio Overview

Plutio offers a comprehensive suite to manage projects, collaborate, and automate workflows. Files can be shared, proposals created, and payments processed within a single app.

Use Cases

Customers recommend Sales Document Management, Collaboration, White Labeling, as the business use cases that they have been most satisfied with while using Plutio.

Other use cases:

  • Workflow Management
  • Helpdesk Management
  • Billing And Invoice Management
  • Training & Onboarding
  • Engaging And Following Up
  • Communication Management
  • Generation Of New Leads
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Plutio.

Other priorities:

  • Enter New Markets Internationally Or Locally
  • Improve Digital And Social Presence
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Plutio Use-Cases and Business Priorities: Customer Satisfaction Data

Plutio's features include Templates, Dashboard, White Label, etc. and Plutio support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Plutio analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Also that my clients can sign my proposals digitally online with their mobile phones, and also the ability to save my proposals as templates. ...." Peer review by MICHAEL D., Digital Marketing Agency, Internet

Plutio, TopBuilder construction CRM, TeamGram, YetiForce CRM, Unanet CRM by Cosential, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Plutio

Top Industries

  • Marketing and Advertising
  • Design
  • Internet

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Plutio is popular in Marketing And Advertising, Design, and Internet and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Plutio Use Cases

What solutions does Plutio provide for Sales Document Management?

What solutions does Plutio provide for Collaboration?

How can Plutio optimize your White Labeling Workflow?

How efficiently Does Plutio manage your Workflow Management?

21+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Plutio solved their CRM needs. Cuspera uses 810 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Video

Plutio 3.0 Onboarding Video

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Frequently Asked Questions(FAQ)

for Plutio

What is Plutio used for?

Plutio is a CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Sales Document Management, Collaboration and White Labeling .

What are the top features of Plutio?

Templates, Dashboard and White label are some of the top features of Plutio.

Who uses Plutio?

Plutio is used by Marketing And Advertising, Design and Internet among other industries.

What are Plutio alternatives?

TopBuilder Construction CRM, TeamGram, YetiForce CRM and Unanet CRM By Cosential are popular alternatives for Plutio.

Where is Plutio located?

Plutio is headquartered at London, GB.
lightning

Peers used Plutio for sales document management and collaboration

Plutio Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.71/5 ★

Read Reviews (148)
Analytics

2.50/5 ★

Read Reviews (2)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.71/5 ★

Read Reviews (148)
Analytics

2.50/5 ★

Read Reviews (2)

Software Failure Risk Guidance

?

for Plutio

Overall Risk Meter

Low Medium High

Top Failure Risks for Plutio

Plutio Profile

Company Name

Plutio

Company Website

https://www.plutio.com/

HQ Location

London, GB

Employees

1-10

Social

Financials

PRIVATE