Plutio.com Review — Incredible Business Tool

Plutio.com is a feature-rich online platform that allows you to run your business from a single dashboard. Save 10% a month for life if you sign up via: https://plutio.com#_r_markjdraper using the code Plu20io19

In October 2019 I was told that after 17 years at the same company my services were no longer required. The initial plan was to work on some side projects, brush up the (very outdated) CV and apply for a new job…and then a pandemic happened.

It became clear I’d need to figure something else out and so iindigo was born and I became a consultant aiming to help small business owners and charities with their digital problems.

Having tried various project management tools I already knew they tended to limit themselves to project management only and I’d need a range of other tools to really manage my customers, or so I thought until I signed up to Plutio.com.

More than meets the eye

You can also track time spent on different tasks, very useful if you bill per hour.

However to discuss project management is to skip past one of the best features: Proposals.

Client proposal

Plutio takes a different approach and allows you to build proposals in its system.

First, you add your prospective contact to the CRM, then you build and send the proposal.

Proposals are built using a simple block editor, a bit like WordPress. You can add content, image, video, HTML, table, Summary and item blocks.

As the proposal is web-based you can take it to the next level by adding videos, a menu of items the client can pick from and dynamic pricing based on the items chosen.

Plutio Proposal Builder. Note that I use Plutio in dark mode.

The proposal has an electronic signature section at the bottom to confirm acceptance.

What I really love about this system is it tracks if the proposal has been opened. When you click send your client will be notified the proposal is ready to view, when they open it you’ll be notified. And not just the first time, but every single time. I’ve found the more often a client looks, the more likely they are to proceed.

Once the client is happy to proceed you’ll be notified they’ve signed the proposal. At this point Plutio can automatically generate and send an invoice if you’re expecting payment on proposal acceptance.

Sign on the dotted line

You’re notified when they view and (hopefully!) sign. This is a legally binding online signature, checking with the team it’s eIDAS compliant which sets out the rules for electronic identification.

This is an incredible feature to have built into your CRM, it means you no longer need to have a customer portal and pay for a separate contract signature portal such as Docusign or Signable.

Proposals and contracts can be assigned to a project, keeping all relevant files grouped together for easy access.

Project Management

Plutio Project Management Screen
Plutio Project Management Screen

When you update a task you can add a comment (attributed to the user making the comment), attach files/documents/links or log the amount of time the task has taken.

Updates are pushed out to those following the task, you’re quickly notified when a change has taken place.

If you’ve used a project management platform before you’ll be right at home with Plutio, it’s a simple to use system that allows you to manage projects with your team and with clients.

Client Portal

Clients can log into a client portal which gives them access to the projects you’re collaborating on. This allows them to see the project, be assigned tasks, see documents such as proposals and invoices and even use the built-in chat feature rather than running everything over emails.

I’ve found this to be very helpful when at the information request stage, I can set a task for a client to provide me with information/digital assets such as logos, and the client can upload the requested information to the project task.

Time Tracking

The brilliant thing about logging this in Plutio is you can then use this information to generate invoices, you add the hourly rate (which can be different, you’re not stuck with a single set rate) and every time you log a block of time the system calculates the cost to the customer.

Invoicing

With all the information held in the system, you no longer need to spend hours typing up invoices, using the excellent block builder you can quickly create and send an invoice listing the work completed, adding items and even billable timesheets.

You can easily add tax, discounts and adjust the quantity. Select who the invoice is being sent to (company or person) and their information is automatically added to the invoice.

Add your preferred payment method (bank details, Stripe or PayPal) and any payments terms, when you’re done click send and off the invoice goes. As with everything in Plutio the invoicing section is easy to use and keeps everything in one place.

Chatbot

You can configure multiple chatbots for use in different situations, for example, I have a chatbot on my website for potential clients to get in touch, I have a different chatbot attached to proposals and invoices so I can keep potential client messages separate to actual clients.

To add a chatbot to your website you’ll need to be able to add some code, easily done if you’ve Google Tag manager set up. This adds a little chat bubble to your website that clients can activate and use to char to you/your team.

Active Development

At the time of review, they’re in the middle of a beta test of a forms module as well as fixing a lot of community reported bugs.

With this being an often updated services you will come across bugs, I’ve found the team to be very responsive to bug reports, either explaining what to do to overcome the problem or adding it to the roadmap allowing you to track progress.

Pricing

Plutio Pricing options
Plutio Pricing options
Plutio pricing July 2020

Keep in mind how many tools you’re getting with this, you don’t need to pay for separate platforms for customer management, project management, digital signature collection etc.

The one area it doesn’t do at the moment is drip email marketing, for that, you’ll still need to use a platform such as SendFox or MailChimp.

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First published on https://reviewify.co.uk/blog/plutio-review/