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Plutio Review

3

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
ERP, Project, Portfolio and Program Management

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Description of Plutio

The all-in-one business management platform designed for freelancers and small businesses. Manage projects, communicate with clients, share files, create proposals, send invoices and get paid - all from one app.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Best Customer Relationship Management Tool OutThere!!!

I like that it is very easy to use, there are many useful features built in such as invoicing clients right from within my dashboard or sending out emails easily via templates etc! It also integrates with Zapier which makes working even easier by automating processes you would otherwise have done manually before using this tool!! There's nothing i dislike atm but maybe some minor problems heren'there (i am not an expert user) can be improved upon/fixed - perhaps add more options when adding new

Pros
  • Ease Of Use
  • Easy Interface & NavigationEasy Access To All Features From One ScreenQuickly Searchable User GuideNo Need For Additional SoftwareTo Run QueriesOr Any Other Tasks You Might Have In MindEasily Integrates With Various Apps Like MailChimpFor Marketing Automationetc..You'd Never Buy Another
Cons
  • Minor Issues

Revainrating 5 out of 5

The best in its class payment processor for my business

I love how easy it is to use with no coding knowledge required! It's super intuitive, you can literally pick up right away if your customers are happy or not - which they always have been so far (I've only had one unhappy customer). You'll also get an overview of everything that happens in each transaction via analytics reports as well as reminders when due dates approach etc., making sure nothing goes unnoticed by me :) There was some initial confusion about what features were available…

Pros
  • Also allows us complete control over all aspects such approving client transactions within minutes rather than hours previously spent waiting around while processing took place manually through excel sheets..etc.
Cons
  • There are nuances

Revainrating 5 out of 5

Very user friendly website/app: Plutio

I like how easy it is to set up an invoice, pay my clients, or book time with them. There's not much I dislike about this app. It makes taking payment really simple and has so many different ways to share invoices online. Sometimes there can be some lag in sending an invoice and then receiving payment, but that's usually due to me being on wifi and not cellular data. Also sometimes the "check" button doesn't work and you have to copy the link to get paid and then paste that link into your…

Pros
  • That all info (invoicing details & payments) are stored within one place instead separate apps which we use now such as Quicken/Excel etc.Also using their website where they send out emails automatically each month regarding credit card processing fees
Cons
  • I will keep silent