Plutio

Plutio es un CRM multifuncional, con una interfaz fácil de entender.

Puntos a favor:

Una de las funciones que más me gusta de Plutio, más allá de administrar clientes es su capacidad para gestionar proyectos. Esta herramienta me ha permitido agilizar una variedad de proyecto e ideas, desde la creación de páginas web y contenidos, incluso la grabación de videos. El recordatorio es muy útil para mantener al día las tareas, y progresar en cada etapa del proyecto hasta alcanzar el objetivo. En sí, tiene muchas funciones claves para gestionar un negocio. Pero una cosa que valoro de esta plataforma, es su capacidad de multi-idiomas. Por lo general, los CRM con funciones avanzadas andan bien solo en inglés, pero esta herramienta fluye genial en español. Este es un plus muy importante para mí y también lo será para los emprendedores y marketers de habla hispana.

Puntos en contra:

Quizás una desventaja que le encuentro a esta plataforma serían sus precios. Ya que para poder obtener funciones más avanzadas es necesario pagar un poco más. Pero al ser multifuncional ayuda a su vez a no usar o pagar por otras herramientas.

Plutio is very powerful and versatile

Puntos a favor:

Project managment in Kanban form, boards for every client, proposals, invoicing, client portal...I can do everything in Plutio! It's great and feature rich and the [SENSITIVE CONTENT HIDDEN] really listens to his customers and brainstorms ideas with them.

Puntos en contra:

It has a bit of a learning curve because of all the features it offers. I'd like to be able to clean it up a bit for the client view so they don't get overwhelmed by all the options.

Simple but complete portal for your project collaborators and clients

Comentarios: Right now I’ve been using it with my collaborators with no issues to test things out before inviting clients. I’ve been sending proposals to clients and it has helped close deals.

Puntos a favor:

I‘ve been able to unify different sales tools to handle tue process of capturing prospects info, creating proposals for them and then creating all the project management boards for follow up. Having used more advanced and powerful software such as clickup, I can see the value in providing a more simple portal for clients and collaborators. There is a lot of features still pending, but the team seems responsive and keeps working to make a better platform. Integrations through their api, zapier and integromat can fill the gaps on functionality.

Puntos en contra:

My main issues with Plutio are incomplete/incorrect Spanish translations, certain bugs that require workarounds or reloading the page, and mainly a lack of native import functions. The last one can be worked around using zapier/integromat but it still requires you to set things up or pay for these extra services depending on how many records you will be working.

Powerful, but unreliable

Comentarios: Almost really good, but the bugs and occasional customer facing errors were too much and eventually I jumped ship to another product that's not quite as powerful but is super reliable.

Puntos a favor:

Pluto has most things that you need to run a one person business all under one roof. It has great task and project management tools, collaboration with clients, contract signing, billing, forms etc.

Puntos en contra:

Sometimes the team will make changes to the product that are not backwards compatible, without warning. New features are often buggy when first released. The quality control and testing seems lacking.

Perfect for small and mid size business

Comentarios: Good

Puntos a favor:

All the tools that provide and that cover all the needs for your business

Puntos en contra:

The lack of a proper automation, and you have to use an extra service like zap or pebbly or make