Gold-Vision CRM is a customer relationship management (CRM) solution built as an integration for Microsoft Outlook.
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Plutio
Score 8.7 out of 10
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Plutio is a project management application from the UK company of the same name, featuring configurable shareable task lists, task notifications and alerts, and a client portal.
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Pricing
Gold-Vision
Plutio
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Gold-Vision
Plutio
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Gold-Vision
Plutio
Features
Gold-Vision
Plutio
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Gold-Vision
10.0
1 Ratings
24% above category average
Plutio
-
Ratings
Customer data management / contact management
10.01 Ratings
00 Ratings
Workflow management
10.01 Ratings
00 Ratings
Opportunity management
10.01 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
10.01 Ratings
00 Ratings
Contract management
10.01 Ratings
00 Ratings
Quote & order management
10.01 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Gold-Vision
10.0
1 Ratings
25% above category average
Plutio
-
Ratings
Email marketing
10.01 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Gold-Vision
9.5
1 Ratings
21% above category average
Plutio
-
Ratings
Billing and invoicing management
10.01 Ratings
00 Ratings
Reporting
9.01 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Gold-Vision
9.5
1 Ratings
21% above category average
Plutio
-
Ratings
Custom fields
10.01 Ratings
00 Ratings
Custom objects
9.01 Ratings
00 Ratings
Security
Comparison of Security features of Product A and Product B
Gold-Vision
10.0
1 Ratings
17% above category average
Plutio
-
Ratings
Role-based user permissions
10.01 Ratings
00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Gold-Vision
-
Ratings
Plutio
8.3
12 Ratings
7% above category average
Task Management
00 Ratings
10.012 Ratings
Resource Management
00 Ratings
7.58 Ratings
Gantt Charts
00 Ratings
6.03 Ratings
Scheduling
00 Ratings
10.08 Ratings
Workflow Automation
00 Ratings
6.95 Ratings
Team Collaboration
00 Ratings
10.011 Ratings
Support for Agile Methodology
00 Ratings
5.04 Ratings
Support for Waterfall Methodology
00 Ratings
8.52 Ratings
Document Management
00 Ratings
6.010 Ratings
Email integration
00 Ratings
10.09 Ratings
Mobile Access
00 Ratings
7.69 Ratings
Timesheet Tracking
00 Ratings
10.07 Ratings
Change request and Case Management
00 Ratings
9.25 Ratings
Budget and Expense Management
00 Ratings
9.53 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.
Plutio is great for the individual who is constantly on the go, managing a wealth of online information and projects. I can see those who work in education, such as administration, or technology coaches/teacher coaches using a platform like this to stay organized. Freelance or consultants would also benefit as it can manage your digital self.
While the ability to customize is great, it is a little lacking in the visual GUI department. But thats more of a personal preference than anything else.
When choosing dates and times for tasks and projects I think the input method could be a little less clunky.
Plutio puts work into real contribution, allowing me to connect with the team with white-label collaboration. It is an all-in-one platform for me to manage all tasks effectively. Consistently, it positively impacts work and overall growth by adding encouragement. It's worth using this tool to keep track of the task and overall development, so sharing positive reviews might be helpful to others.
I have only needed to reach out for support once and got a quick response. There was an issue with the Mac app, but I knew it was in beta. Leo, the owner, was quick to reply thanking me for letting him know about the issue, that the Mac app is still in beta, and that I can use the web version in the meantime until the bug was fixed.
Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.
I have tried Suite Dash, Agiled, FlowLu throughout the process of finding a tool that fits our business the best. Plutio was the easiest to deploy and use by far. The other systems had more features and capability but was pretty difficult to learn how to use and set up. We were up and running with Plutio in a matter of hours with a business process, rather than a spreadsheet and an independent proposal and invoicing process.
It really filled a gap in the market where small business could not afford expensive CRM solutions.
As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.