Keep your most important relationships front and center, track contributors' latest updates, remember the last meeting's decisions, and monitor your sales pipeline.
Check the last invoice your client opened, project your contributors updated, and meeting your sales reps attended.
Track sales as they progress through your pipeline, and store information on each deal for your whole team to see.
Store important client details in their profile including Projects, Timesheets, Invoices, Contracts, Proposals, Conversations, and more.
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.
Automatically link contact profiles to related invoices, proposals, companies, and more.
Get notified anytime a client opens an invoice, a form is filled out, a contract and proposal are signed.
Modernize your relationship management with tools to organize contacts, manage permissions, and invite collaborators.
Connect to millions of apps with our powerful API with code or an integration service like Make.
Create powerful automation with our robust and well-documented API.
Sleep soundly knowing your contacts are always backed up to your Workspace.
Add custom fields to your contacts to keep track of unique information relevant to your relationships.
Gain the power to decide your contacts' roles. Invite and manage any client, contributor, or prospect.
Decide the user role for anyone you invite, and create custom roles as needed.
Keep everyone focused on what matters to them by limiting what's available to them within Plutio.
Get notified any time a client views an invoice, a contributor completes a task, or a new proposal is signed.
Communicate with any user in comments, direct messages, group chats, or email responses.
Ready to Nurture Your Connections?
Manage projects, communicate and collaborate in real-time, share files, create proposals, get paid and automate your workflow - all from one app.
Get the tools you need to stay top-of-mind, from activity logging and team chat to custom dashboards and automatic timezone handling.
Easily create a dashboard for clients so that they can stay on top of invoices, contracts, assigned tasks, and more.
Keep track of the latest activities from each user so you always know where they're at in your processes.
Easily add any user to any project so that they can collaborate and stay up to date.
Easily let people know when you're online, away, or off work with user-status.
Automatically update times and dates based on user location so you never have to calculate time zones again.
Keep your contacts list fresh and relevant with easy archiving of cold prospects and past employees.
Create a dashboard for any role so that each user sees exactly what they need to and nothing else.
Keep in touch with anyone with our built-in chat features that you'll actually love to use.
Yes—integrate with almost any app using our powerful API. We recommend Make or Zapier to get sarted.
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.
Simply click the Inbox button within plutio and create a new message. It's as easy as sending a text message.
We recommend inviting anyone that works with you, clients, and customers you'll regularly service.
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.
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.