Before discussing what Plutio is, you need to know what a business management software is. By definition, a business management software is a collection of programs that can help maintain, enhance, and even automate business processes, making it more organized and efficient.
Moreover, it also decreases the chance of human errors to happen, and helps list, complete, and report business responsibilities in a faster and systematic way.
We have been using Plutio since 2019 - Released in 2017 - for Holaloro Studio (Foundation Box Studio parent company) and some of our clients. It is a deeply customizable application that provides everything its users need from projects and tasks to proposals and invoicing tools. The software eliminates the need to juggle between multiple apps or manage numerous subscriptions to run a business. Plutio provides all the tools in a single platform while enabling users to connect their existing apps with a click of a button.
With Plutio Project manager we manage and keep track of all the areas involved in each of our projects (Design, Development, Marketing, Support, Bug fixes, ... ). You can create tasks for whatever needs to get done. Plutio will help keep you organized so you can stay focused. All team members are in contact with assigned tasks and time tracking. The administrator can easily move and re-schedule tasks if needed in a well designed kanban or list view.
Proposals are a fantastic part of this platform. Create eye-catching proposals using an intuitive drag and drop editor. Track when they are opened and signed. The final result is really pleasing and clients always appreciate a clear proposal, especially if they have the option to add/remove services on the spot. It will take you no time to put this together and deliver a stunning result with the minimum effort.
The CRM is easy to use and fast to browse even with a lot of contacts and companies. With the ability to add or invite people, you can collaborate in real time and build stronger relationships. You can even add custom fields to add data specific to your line of business. It integrates perfectly with all the other areas of the platforms, automating digital processes that would have need a human intervention without Plutio.
We use a lot of the Contracts and Invoices features too. With dynamic fields, all your contract update automatically for each of your clients and it supports legally binding online signatures. Invoices can be then paid online through Stripe, PayPal, or bank transfer (Plutio can handle both one-time payments and subscriptions).
Plutio also offer a built in Chat Widget that you can easily embed in your Rapidweaver project file. They can even be added to proposals, invoices and wiki pages you create within the platform.
They offer a wide library of ready to use Templates for each section of the platform so you don't have to build them from scratch.