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Plutio Contacts

Manage and Nurture Your Valuable Connections and Relationships

Keep everyone important all in the same place. Store and manage users, clients, prospects, and leads. Invite others to collaborate, pay invoices, sign contracts and stay connected.

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No Credit Card Required

How It Works

Your Most Important Contacts Stored Safely in One System

Keep your most important relationships front and center, track contributors' latest updates, remember the last meeting's decisions, and monitor your sales pipeline.

Activities

Check the last invoice your client opened, project your contributors updated, and meeting your sales reps attended.

Pipelines

Track sales as they progress through your pipeline, and store information on each deal for your whole team to see.

Profiles

Store important client details in their profile including Projects, Timesheets, Invoices, Contracts, Proposals, Conversations, and more.

Customers

19,379 Businesses Manage Sales With Plutio Contacts

From Accountants to Zumba Instructors, thousands of businesses keep track of their most important people with Plutio Contacts.

Easy-to-Use

Get a Jump Start on Relationship Management

Manage your relationships with ease with a contacts platform that lets you stay organized and aware. Impress your clients and prospects with a detailed account of conversations long passed.

Centralized

Automatically link contact profiles to related invoices, proposals, companies, and more.

Automated

Get notified anytime a client opens an invoice, a form is filled out, a contract and proposal are signed.

Powerful

Craft a Pipeline That Convert Leads Into Customers

Modernize your relationship management with tools to organize contacts, manage permissions, and invite collaborators.

Limitless Integrations

Connect to millions of apps with our powerful API with code or an integration service like Make.

Easily Automated

Create powerful automation with our robust and well-documented API.

Safe and Secure

Sleep soundly knowing your contacts are always backed up to your Workspace.

Custom Contact Details

Add custom fields to your contacts to keep track of unique information relevant to your relationships.

Collaborative

Invite Anyone to Your Company Workspace

Gain the power to decide your contacts' roles. Invite and manage any client, contributor, or prospect.

User Roles

Decide the user role for anyone you invite, and create custom roles as needed.

User Permissions

Keep everyone focused on what matters to them by limiting what's available to them within Plutio.

Smart Notifications

Get notified any time a client views an invoice, a contributor completes a task, or a new proposal is signed.

Communication

Communicate with any user in comments, direct messages, group chats, or email responses.

Ready to Nurture Your Connections?

Plutio Contacts Includes the Entire Plutio Suite

Manage projects, communicate and collaborate in real-time, share files, create proposals, get paid and automate your workflow - all from one app.

No Credit Card Required

Plutio - the all-in-one and complete toolkit to run your business and get work done from one app
Forbes recognizes Plutio as one of the Top Ten Tools: The Essential Tools For All Freelancers And Micro Businesses
More Features

Make Connections and Build Long-Lasting Relationships

Get the tools you need to stay top-of-mind, from activity logging and team chat to custom dashboards and automatic timezone handling.

Client Dashboard

Easily create a dashboard for clients so that they can stay on top of invoices, contracts, assigned tasks, and more.

Activites

Keep track of the latest activities from each user so you always know where they're at in your processes.

Project Collbaoration

Easily add any user to any project so that they can collaborate and stay up to date.

Real-Time Status

Easily let people know when you're online, away, or off work with user-status.

User Time Zones

Automatically update times and dates based on user location so you never have to calculate time zones again.

Archive Users

Keep your contacts list fresh and relevant with easy archiving of cold prospects and past employees.

Custom Dashboards

Create a dashboard for any role so that each user sees exactly what they need to and nothing else.

Team Chat

Keep in touch with anyone with our built-in chat features that you'll actually love to use.

Frequently Asked Questions

Can I sync contacts with another app?

Yes—integrate with almost any app using our powerful API. We recommend Make or Zapier to get sarted.

Can I remove users from the platform?

Yes, as sad as it is, there is always a time when people move on. You can easily update permissions or archive profiles as needed.

How do I start chatting with someone?

Simply click the Inbox button within plutio and create a new message. It's as easy as sending a text message.

Who should I invite to Plutio as users?

We recommend inviting anyone that works with you, clients, and customers you'll regularly service.

Who should I refrain from inviting to Plutio as a user?

You don't need to invite every lead or contact on your list, decide who you'll need to collaborate with and who you just want to keep contact information on.

How can I restrict someone's permissions?

In general, each user role comes with default permissions that you can then edit within the user screen or within the screen of the item you want to grant them permission to.

Supercharge Your Business

All The Tools You Need In One Intuitive App

Manage projects, communicate and collaborate in real-time, share files, create proposals, get paid and automate your workflow - all from one app.

No credit card required

Plutio - the all-in-one and complete toolkit to run your business and get work done from one app
Forbes recognizes Plutio as one of the Top Ten Tools: The Essential Tools For All Freelancers And Micro Businesses