Plutio Overview
This is a summary of the comprehensive capabilities and benefits of Plutio based on over 810 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
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.
Do you need to check if Plutio is right for your needs? Our Cuspera AI engine can evaluate how Plutio fits your specific business needs, industry, and context. Get your personalized assessment report today.
Plutio supports business activities such as:
- Sales Document Management
- Collaboration
- White Labeling
- Workflow Management
- Helpdesk Management
Plutio can help you with many business goals, such as Acquire Customers, Enhance Customer Relationships, Enter New Markets Internationally Or Locally, and Improve Digital And Social Presence. As a solution, Plutio's capabilities include Templates, Dashboard, White Label, etc.
Plutio Marketing and Advertising Vertical is its biggest customer base.
Reviews
"...Create live-chat widgets that can be added to proposals, invoices and wiki pages or easily embedded into your website. ..." Features
Cuspera Reviews
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.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using Plutio.
Use Cases
Peers recommend Sales Document Management , Collaboration , White Labeling , as the business use cases that they have been most satisfied while using Plutio.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management |
4.75/5 ★ |
"...Create live-chat widgets that can be added to proposals, invoices and wiki pages or easily embedded into your website. ..." Features |
| proposal & quote management |
4.84/5 ★ |
"...Plutio basically handles the flow process from proposals to invoicing and team-management easily under 1 platform...." Peer review by User |
| contract management |
4.51/5 ★ |
"...Task and project management, client management, invoicing, client agreements and so much more...." Peer review by Laura D., Business Owner, Information Technology and Services |
| digital signature |
4.44/5 ★ |
"...Your clients can sign and approve proposals with legally binding online signatures. ..." Features |
| Collaboration |
4.83/5 ★ |
"...I need a management tool that I can use to make sure projects are getting worked on and completed, whether by me, others or in a collaborative effort...." Peer review by Daniel Shatzkes CEO E, Founder/CEO, Entertainment |
| White Labeling |
3.13/5 ★ |
"...I like how you can customize the software and even white label it to work with clients...." Peer review by Verified Reviewer, Marketing and Advertising |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management |
4.75/5 ★ |
"...Create live-chat widgets that can be added to proposals, invoices and wiki pages or easily embedded into your website. ..." Features |
|
| proposal & quote management |
4.75/5 ★ |
| contract management |
4.75/5 ★ |
| digital signature |
4.75/5 ★ |
| Collaboration |
4.83/5 ★ |
"...I need a management tool that I can use to make sure projects are getting worked on and completed, whether by me, others or in a collaborative effort...." Peer review by Daniel Shatzkes CEO E, Founder/CEO, Entertainment |
|
| White Labeling |
3.13/5 ★ |
"...I like how you can customize the software and even white label it to work with clients...." Peer review by Verified Reviewer, Marketing and Advertising |
|
21+ more Business Use Cases
Our AI advisor, Wyz, harnessed 810 insights from peers and experts to help you assess how these Plutio use cases fit your CRM needs.
Frequently Asked Questions(FAQ)
for Plutio
What is Plutio used for?
What are the top features of Plutio?
Who uses Plutio?
What are Plutio alternatives?
Where is Plutio located?
Popular Business Setting
for Plutio
Top Industries
- Marketing and Advertising
- Design
- Internet
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Plutio to Acquire customers and Enhance customer relationships
Plutio Alternatives
Peer and Expert Opinion on Features
for Plutio
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (43) |
| Dashboard | Read Reviews (21) |
| White label | Read Reviews (18) |
| Personalization | Read Reviews (15) |
| Alerts: popups & Notifications | Read Reviews (13) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (43) |
| Dashboard | Read Reviews (21) |
| White label | Read Reviews (18) |
| Personalization | Read Reviews (15) |
| Alerts: popups & Notifications | Read Reviews (13) |
IT and Other Capabilities
for Plutio
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (48) |
| Data Import | Read Reviews (42) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (48) |
| Data Import | Read Reviews (42) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (75) |
| Chat Support | Read Reviews (12) |
| Email Support | Read Reviews (6) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (75) |
| Chat Support | Read Reviews (12) |
| Email Support | Read Reviews (6) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (148) |
| Analytics | Read Reviews (2) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (148) |
| Analytics | Read Reviews (2) |
Software Failure Risk Guidance
?for Plutio
Overall Risk Meter
Top Failure Risks for Plutio
Vendor Profile Details
Company Name
Plutio
Company Website
https://www.plutio.com/HQ Location
London, GB
Employees
1-10
Social
Financials
PRIVATE
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