Item: Plutio
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Return on Investment

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.

Support Rating

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.

Key Insights

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

Other Software Used

WeTransfer, Wix, SEMRush

Likelihood to Recommend

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.

Straight-forward, easy and fast CRM

Overall Satisfaction with Plutio