IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.
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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
IRIS CRM
Plutio
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
IRIS CRM
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
IRIS CRM
Plutio
Features
IRIS CRM
Plutio
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 management
9.02 Ratings
00 Ratings
Workflow management
10.02 Ratings
00 Ratings
Territory management
9.02 Ratings
00 Ratings
Opportunity management
9.02 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.02 Ratings
00 Ratings
Contract management
10.02 Ratings
00 Ratings
Quote & order management
9.02 Ratings
00 Ratings
Interaction tracking
9.02 Ratings
00 Ratings
Channel / partner relationship management
9.02 Ratings
00 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 management
10.02 Ratings
00 Ratings
Call center management
9.01 Ratings
00 Ratings
Help desk management
9.02 Ratings
00 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 management
9.92 Ratings
00 Ratings
Email marketing
9.01 Ratings
00 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 management
10.02 Ratings
00 Ratings
Billing and invoicing management
8.12 Ratings
00 Ratings
Reporting
9.02 Ratings
00 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
Forecasting
9.02 Ratings
00 Ratings
Pipeline visualization
9.02 Ratings
00 Ratings
Customizable reports
8.02 Ratings
00 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 fields
9.02 Ratings
00 Ratings
Custom objects
9.92 Ratings
00 Ratings
Scripting environment
9.02 Ratings
00 Ratings
API for custom integration
9.02 Ratings
00 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 capability
10.02 Ratings
00 Ratings
Role-based user permissions
9.02 Ratings
00 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 data
10.01 Ratings
00 Ratings
Social engagement
9.01 Ratings
00 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 automation
10.01 Ratings
00 Ratings
Compensation management
9.01 Ratings
00 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 access
8.02 Ratings
00 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 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’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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.