IRIS CRM vs. Plutio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
IRIS CRM
Score 8.9 out of 10
N/A
IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.N/A
Plutio
Score 8.7 out of 10
N/A
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.N/A
Pricing
IRIS CRMPlutio
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
IRIS CRMPlutio
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
IRIS CRMPlutio
Features
IRIS CRMPlutio
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
IRIS CRM
9.2
2 Ratings
16% above category average
Plutio
-
Ratings
Customer data management / contact management9.02 Ratings00 Ratings
Workflow management10.02 Ratings00 Ratings
Territory management9.02 Ratings00 Ratings
Opportunity management9.02 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.02 Ratings00 Ratings
Contract management10.02 Ratings00 Ratings
Quote & order management9.02 Ratings00 Ratings
Interaction tracking9.02 Ratings00 Ratings
Channel / partner relationship management9.02 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
IRIS CRM
9.3
2 Ratings
19% above category average
Plutio
-
Ratings
Case management10.02 Ratings00 Ratings
Call center management9.01 Ratings00 Ratings
Help desk management9.02 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
IRIS CRM
9.5
2 Ratings
20% above category average
Plutio
-
Ratings
Lead management9.92 Ratings00 Ratings
Email marketing9.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
IRIS CRM
9.0
2 Ratings
16% above category average
Plutio
-
Ratings
Task management10.02 Ratings00 Ratings
Billing and invoicing management8.12 Ratings00 Ratings
Reporting9.02 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
IRIS CRM
8.7
2 Ratings
12% above category average
Plutio
-
Ratings
Forecasting9.02 Ratings00 Ratings
Pipeline visualization9.02 Ratings00 Ratings
Customizable reports8.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
IRIS CRM
9.2
2 Ratings
18% above category average
Plutio
-
Ratings
Custom fields9.02 Ratings00 Ratings
Custom objects9.92 Ratings00 Ratings
Scripting environment9.02 Ratings00 Ratings
API for custom integration9.02 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
IRIS CRM
9.5
2 Ratings
12% above category average
Plutio
-
Ratings
Single sign-on capability10.02 Ratings00 Ratings
Role-based user permissions9.02 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
IRIS CRM
9.5
1 Ratings
24% above category average
Plutio
-
Ratings
Social data10.01 Ratings00 Ratings
Social engagement9.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
IRIS CRM
9.5
1 Ratings
24% above category average
Plutio
-
Ratings
Marketing automation10.01 Ratings00 Ratings
Compensation management9.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
IRIS CRM
8.0
2 Ratings
5% above category average
Plutio
-
Ratings
Mobile access8.02 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
IRIS CRM
-
Ratings
Plutio
8.3
12 Ratings
7% above category average
Task Management00 Ratings10.012 Ratings
Resource Management00 Ratings7.58 Ratings
Gantt Charts00 Ratings6.03 Ratings
Scheduling00 Ratings10.08 Ratings
Workflow Automation00 Ratings6.95 Ratings
Team Collaboration00 Ratings10.011 Ratings
Support for Agile Methodology00 Ratings5.04 Ratings
Support for Waterfall Methodology00 Ratings8.52 Ratings
Document Management00 Ratings6.010 Ratings
Email integration00 Ratings10.09 Ratings
Mobile Access00 Ratings7.69 Ratings
Timesheet Tracking00 Ratings10.07 Ratings
Change request and Case Management00 Ratings9.25 Ratings
Budget and Expense Management00 Ratings9.53 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
IRIS CRM
-
Ratings
Plutio
7.1
10 Ratings
9% below category average
Quotes/estimates00 Ratings7.17 Ratings
Invoicing00 Ratings8.610 Ratings
Project & financial reporting00 Ratings7.15 Ratings
Integration with accounting software00 Ratings5.53 Ratings
Best Alternatives
IRIS CRMPlutio
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Stackby
Stackby
Score 8.9 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.0 out of 10
InEight
InEight
Score 8.4 out of 10
Enterprises
Creatio
Creatio
Score 9.0 out of 10
InEight
InEight
Score 8.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
IRIS CRMPlutio
Likelihood to Recommend
10.0
(2 ratings)
8.0
(13 ratings)
Usability
9.0
(1 ratings)
9.0
(2 ratings)
Support Rating
9.0
(1 ratings)
10.0
(7 ratings)
User Testimonials
IRIS CRMPlutio
Likelihood to Recommend
Integrated Reporting Is Simple, LLC.
It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.
Read full review
Plutio
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.
Read full review
Pros
Integrated Reporting Is Simple, LLC.
  • Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
  • Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
  • Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
Read full review
Plutio
  • Task tracking.
  • Assigning tasks with sending notifications.
  • Start and complete the task with the notified team leader upon completion of the task.
  • Different project management.
  • Efficient working with the team.
  • Assign team members to manage the task with full or partial access.
  • Powerful user experience.
  • Set reminders of specific tasks or schedules.
Read full review
Cons
Integrated Reporting Is Simple, LLC.
  • It needs a solid visual invigorate to stay aware of the occasions.
  • I have found it as a little pricey.
  • The execution timetable took longer than we had arranged.
  • The framework has a solid utility and usefulness, yet it looks somewhat dated.
Read full review
Plutio
  • 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.
Read full review
Usability
Integrated Reporting Is Simple, LLC.
It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.
Read full review
Plutio
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.
Read full review
Support Rating
Integrated Reporting Is Simple, LLC.
It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.
Read full review
Plutio
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.
Read full review
Alternatives Considered
Integrated Reporting Is Simple, LLC.
By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.
Read full review
Plutio
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.
Read full review
Return on Investment
Integrated Reporting Is Simple, LLC.
  • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
  • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
  • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
Read full review
Plutio
  • We landed some contracts on platforms like Upwork, due to the professional image we portray with Plutio
  • Excellent ROI, we save lots of time with this tool
  • Very reasonable pricing for what you get (ROI)
  • More organized in our daily business
Read full review
ScreenShots