Straight-forward, easy and fast CRM
Updated September 10, 2021

Straight-forward, easy and fast CRM

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Plutio

I used Plutio as a CRM system, to both invoice clients and enter in client's payment details for quick checkout, and for sending of professional-looking contracts. I needed something simple, intuitive and easy to use, which I can access fast on a sales call. Plutio seemed to fill that requirement.
  • It's quick and intuitive, easy to set up.
  • I can invoice in different currencies easily. This is much needed in international business.
  • Simple invoicing and straight-forward onboarding.
  • The design of the invoices, when I used it, was not as sleek as I would have wanted it to be. There wasn't a proper template that I could use.
  • Similar to the design of the invoice, there wasn't a proper email template I could use.
  • The app itself didn't seem to be very secure, when I used it, it seemed to be buggy/clunky in some areas, not updating properly, etc.
  • When I used this, there wasn't a professional-looking contract, and there was no auto sending of the contract once an action was taken by a client, such as payment. It didn't make for a smooth enough workflow for me.
  • Plutio enabled me to reduce cost by integration emails, invoices, and contracts in one spot. Possibly also project management, but I didn't use it long enough to need that function.
I spoke to the founder himself and he was very responsive and helpful. I found it humbling that he took the time to answer all my inquiries despite his busy schedule, and invited me to his webinar so he could show me how Plutio works. I appreciate that very much.

Do you think Plutio delivers good value for the price?

Yes

Are you happy with Plutio's feature set?

Yes

Did Plutio live up to sales and marketing promises?

Yes

Did implementation of Plutio go as expected?

Yes

Would you buy Plutio again?

Yes

If someone wanted to use an easy, no-frills, straight-forward CRM that does the job well, use Plutio. I truly appreciate that Plutio has the option to charge in different currencies where other CRM don't. If you care more about professional-looking aesthetics and a beautiful layout, you might want to try using another CRM.

Plutio Feature Ratings

Task Management
10
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
7
Workflow Automation
7
Team Collaboration
Not Rated
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Not Rated
Email integration
7
Mobile Access
Not Rated
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
9
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated