Plone vs. SalesCaptain

The larger your organization, the more appropriate Plone will be. This is not to say that Plone is a worse choice for small websites, only that the minimum investment for a Plone site is certainly higher than for other platforms. If you already use Plone for your site and are looking for a redesign or an overhaul, I would only advise switching to a different platform such as WordPress or Drupal if your organization is downsizing. For any other situation, Plone is the natural choice for your growth.

When several technicians are out in the field and the office is unable to respond to every call, SalesCaptain is particularly well suited for appliance service companies that manage a significant volume of calls and messages. We make extensive use of it for texting missed calls, gathering brief intake information, and keeping clients warm until we can set up a time. It’s also ideal for automated appointment confirmations/reminders, tech on the way updates, and post-service review requests, which reduces down on status-check calls and encourages repeat business. It is less suitable for really complicated diagnostic cases that necessitate a back-and-forth discussion with a senior technician, as well as edge cases where availability or pricing rely on on-site inspection, which are better managed by a human once the first data is obtained.

• Plone is a folder-based system, organising content in a similar way desktop-users are doing for the last two decades. No need to teach non-tech customers some relational-database like paradigm for content management.
• Plone is secure. It is the most secure CMS you can get your hands on.
• Plone is flexible, and makes fast development easy.

• Catches and converts missed calls (biggest revenue saver for us)
• Faster scheduling and better prep for technicians
• Clear customer updates that reduce inbound status check calls
• Review requests that actually match the moment
• Consistent follow-up on estimates/parts is equal to fewer lost jobs

• Not everything is configurable or editable by Plone, and when you need to adjust or add custom pieces in, you need to deal with Zope. Zope has an ugly, confusing and difficult UI and structure as a backend.
• Using 3rd party products is difficult to do - there are a few different ways to get them installed, all of which take a bit of luck to get right.
• Building custom products for Plone is not fun. You've got to deal with an archaic framework to tie in that is not well documented (there is documentation about many things, but not great documentation and there are a lot of holes in the documentation).

• More appliance-specific templates out of the box
• Deeper job lifecycle automation in one view
• Smarter reporting tied to service outcomes
• Better customer data enrichment and duplicate handling

We have critical systems running on Plone so will need it in the future.

Free to use since its Open source, so we don't have to worry about licence costs.

We know how to use and develop Plone and it has no limits.

Compared to the amount of Plone sites, users and customizations we have in our organization, the amount of support requests and training needed is really small.

The new user interface in Plone 6 is even better, it is super fast, has lots of different blocks for enhancing the page, has flexible layout system and is easy to extend with more features.

Because the daily workflow is simple, I would give usability an 8 out of 10. The shared inbox is easy to manage, chats are arranged by client, and once you understand the builder, setting up typical automations like missed-call texts, appointment reminders, and review requests is quick. The platform facilitates communication between techs and administrators and saves our office team a great deal of manual follow-up. I would prefer additional appliance-service templates and better contact/duplicate management to speed up onboarding and scalability. The primary reason it isn't a 10 is that certain sophisticated configuration more intricate routing, deeper reporting, and fine-tuning automations can require some understanding.

Our Plone sites are very robust. We have critical systems on Plone and we have been running sites on Plone for over 20 years with very little unexpected downtime.

Plone is very intensive in its operations, and if not configured well it can be slow. However it is designed and built with speed in mind and with proper use of coding, templates and caching can perform extremely well under high loads. It is capable of scaling to very high load availability environments with no specific coding requirements.

There are not too many Plone companies in the world. But the ones who are, are high level professionals

I have been participating Plone training and the trainers have always been professional. Materials were good and the instructions clear

Well organized, professional training with good materials and instructions

Drupal: Plone is cheaper, so with Drupal is more complex to reach the required ROI. However, Drupal has a lower learning curve WordPress: For our necessities it has a more expensive learning curve than plone. Joomla, is easier to use. However, it have some issues on security and web content where Plone is much better

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We primarily assessed Podium and Birdeye for customer messaging and reputation management. Both are good at creating reviews and handling simple conversations, but we needed more end-to-end follow-up in our appliance service workflow. Specifically, we needed to convert missed calls into scheduled jobs, automatically gather service-intake information appliance type/brand, symptoms, address, preferred time, and run regular appointment reminders and post-job follow-ups from a single shared inbox. SalesCaptain is a better fit since it supports review requests and reputation procedures while being more adaptable for creating those appliance-specific automations and keeping the complete lead-to-job dialog in one location.

Plone has no limits. We have massive sites and can run them just fine

• The impact Plone has had at the University of Oshkosh is as follows: this software allows student workers to learn about IT departments and CMS's in a user-friendly way. It gives many students great jobs that look great on their resumes.
• Since there are great training manuals for Plone, there is increased employee efficient in the workplace. Training doesn't take long, and if there's ever a question, the Plone manual is a great tool to refer to.
• If an employee using Plone quits, its easy to find someone to replace them with quick training and great resources.

• More booked jobs from missed calls
• Lower admin load and faster response times
• Reputation and repeat business impact
• Fewer no shows and last minute cancellations
• Better conversion on estimates and parts delays