Plutio Appsumo: Plutio gives you access to a powerful CRM that helps you build better relationships with the ability to invite your leads to collaborate in real-time. In your CRM, you can add profile notes, log and schedule calls, input custom fields, and more.
You’ll also be able to build interactive dashboards with rich content, interactive charts, and metrics, plus branded client portals that let clients participate or just watch project progress.
Plutio makes sure that you get paid that cash money with proposals, time tracking, and invoices, all built into the platform. Create proposals in minutes with a simple-to-use drag and drop editor. Send ’em to clients to sign electronically and track when they’re opened, signed, and paid.
Plus, sending invoices is a breeze. You’ll control everything in the invoice from due dates to footer notes to applying discounts and tax rates. Plutio offers multi-currency support and payments can be sent to your Stripe, PayPal, or bank account.
Client and audience feedback is essential to growing your business. Plutio makes it easy to create engaging forms and surveys, so you can easily collect the information you need. These stunning and responsive forms can be shared online using a link or embedded anywhere.