Plutio Questions

Please, bring PLUTIO back quickly! I imagine it would immensely benefit my client interactions positively, in my crowded industry segment. Other products on the market do not cut it for me when compared with it so I'm keeping my fingers and toes crossed that this deal comes back really soon.

I hope the Plutio team sees and acts on this ever so kindly (and hastily)!

Can I use this app for my wedding ceremony & event booking business?

I need to custom:
1. The scheduler confirmation that says "Your meeting with is confirmed" to "Your booking with [Project name] Confirmed", Ideally. Just: "Your booking is confirmed: I do not want to use my company name here as it is different than the sub business and I do not want my name on here either.
2. I need to set the exact event bookings available. Ex. Saturday: 1-3:30pm & 4:30-6pm
3. A category booking for zoom meetings for meeting the couple.

nowadays all my customers send their orders by whatsapp because of the ease it offers them. It would be great to know your plans regarding whatsapp.

Plutio was born out of frustration trying to run a freelance business using multiple apps.
It all started around the time I discovered freelancing back when I was 15, with Dubai International Airport as my very first paying client.

However fun and satisfying freelancing can be, I had to constantly jump between apps, duplicate data between apps, pay multiple subscriptions and then use even more apps to “connect” them all together - I was sunk in a productivity maze, which pulled me back from growing the business.

So I've decided to build Plutio when I’ve come to realise that fellow freelancers and small businesses all over the world faced similar hurdles.

It was 2017 when Plutio first launched out of beta in partnership with AppSumo with a vision to become the complete suite of tools you will ever need to start, run and grow your business.

The overwhelming support and love we’ve received has fuelled us through the past 5 years, as we build on our promise. And here we are today, 5 years later, coming back to you stronger than ever.

From a team of ONE to a team of 5 super passionate people.

From a community of just a few hundreds to a strong global community tens of thousands of business owners.

From a basic tool to a fully featured and robust platform.

Today with Plutio you can manage projects, communicate with clients, share files, create proposals, send invoices and get paid, plus so much more - all from one app. Plutio is incredibly customisable and deeply personalised, so you can be sure it works your way, not the other way around.

Here's just some of what you can do with Plutio today:

✅Interactive Dashboards: Create fully customisable dashboards and client portals with rich content, interactive charts, metrics and more.
✅Easy Project Management: From tasks and time tracking to files and discussions, everything you need to complete projects in one place. Our tasks system is incredibly flexible and have multi task boards, tags, custom fields, comments and more.
✅Painless Time Tracking: Track and bill for your time from anywhere. Visualise everyone's time entries in a powerful time-sheet.
✅Professional Invoicing: Send invoices in minutes, track when they are opened and get paid swiftly through a variety of payment methods like PayPal, Square and Stripe. We support one-off invoices, instalments, and recurring billing.
✅ Winning Proposals: Create eye-catching proposals and legally binding contracts using an intuitive drag and drop editor. Track when they are opened and signed.
✅ Feature-rich Inbox: Communicate with anyone in your business through real-time direct messaging, group channels and project discussions.
✅ Engaging Forms & Surveys: Collect information through beautiful and responsive forms that can be shared online using a link or embedded anywhere.

And if so I'm assuming it's the same login information that they would use from the desktop version, correct?

Is contributor = teammate? Then for sumo-lings, the number of contributor is link to which tier we choose ?

2- About the mails, is it possible to add our professional mail with imap, like in Hubspot or do we need to change the MX on our server?

3- I see in the billing, that I can't add many taxes. I'm in Canada and we often have 2 different taxes with different rates. I saw in the setting that I can add as many taxes as I want but : 1- I can't add my tax number and 2- I can't call those fields anywhere in the Invoice or Estimation even whith customized field.

4- I really like the fact to be able to add several companies. Is there a limit for that?

5- Will appreciate a Waveapps integration for accounting as you seem not including it yet. Any plans for that?

6- What's the storage limit for the files manager?

I'm pretty impressed by the French translation which is one of the best I found till now for CRM tools on Appsumo.
The UI is pretty nice and UX is well done.
I like the tasks feature which remind me of Freedcamp (that I really like).

Thanks,

I have not really started using Plutio and I am just wondering what other users are experiencing with these changes. Thoughts?

I have purchased and I see a section for white-labelling at $9 a month. One of the main reasons I purchased Plutio at the highest rate offer is so that I can have white-label included. Please verify.

My question is if we don't buy the 4 tier and buy 1 license are we able to anything displaying Plutio? Or is the Plutio not displayed Or is it displayed on any of the paperwork of all features in this app? I want to have an idea I can remove your brand and leave blank? or not?

custom fonts to personalize the experience on that end, as well?

I can see you use Roboto for Plutio, but if that is not the font I use for my business, will I be able to choose the font I want (at least from Google fonts or – dare I say it – Adobe fonts)?

For Wordpress integration between a company homepage/wordpress site and Plutio:
I am thinking on for example:

1) Forms in shortcode or similar so that customer fills in a form from Plutio which is embedded in Wordpress site, forms could be for support issues/ bug reports questions to support, question for sales etc, which in Plutio can be converted to tasks.

2) Chat-function - embedded in Wordpress site so that when there is a chat-request one can use tasks in Plutio to handle request for future/ support/help-desk issues as well as answering in the chat directly for direct support ( this instead of having separate chat function in Wordpress site)

3) Embedded form/ link for booking meetings in Plutio including automatic tasks etc if needed, maybe even with possibility to charge client when booking is placed.

4) presenting information from Plutio in the worpress site - could be plans, support tickets if using Plutio for support/helpdesk etc

experience besides having your own domain name and login screen?

I know for a lot of users this is important, but I'd love to understand what else there is to it that makes it so valuable. I've used Monday.com, Asana, Trello, ClickUp etc. and none of these solutions really take away anything from the experience, even without a custom domain.

Any thoughts and insights would be extremely helpful.

I've seen this asked before but there is no response. This is a dealbreaker for me, so I'm hoping Leo or someone comes in and answers this before the time runs out.

In my industry of training (just like events), I deal with hard deadlines (2) - dates that cannot change even if there is a delay in a previous dependable. Unfortunately, most apps on the market do not offer the possibility of setting the hard, unchangeable, dates for projects.

Do you have the possibility of setting hard deadlines, with notices/flags that indicate if all the dependencies are no longer going to make the end date #2, or are you like most where the end date would also be pushed out #1?

I previously bought Plutio through an AppSumo LTD offer. I now pay $9 a month extra for my white label option. So, if I understand it correctly, if I buy two more codes now and add those to my Plutio account, I won't need to pay the extra $9/month for white label anymore as it will be included?

Thanks!

If we purchase the plan for a team of 5 and the Appsumo deal expires can we come back in a few months time and upgrade up another tier within the appsumo deal or?

Thanks in advance Leo!

Is there any killerfeature available here that burns nifty?

I consider it to be fabulous software, with enormous potential. Immense potential.

I am considering buying 3 more codes to access, in addition to the one I already have, the white label, which interests me.

BUT, I have three problems that concern me and I would like to consult them:

Problem 01: Plutio is very slow to boot. I have a fast internet connection of 600 mbs that I test and it is correct. Absolutely all other softwares are very fast for me due to my bandwidth and connection quality, but Plutio ... mmmm, I don't know, it is very slow at startup. And even sometimes, no matter how much I refresh the browser, it does not finish booting. This worries me a lot, especially when thinking about acquiring more codes and, above all, for the future that awaits me if this problem persists.

Problem 02: The second problem that I do not understand is that, to test, I registered a second test company and it turns out that when I access its control panel, it tells me that I am on a test subscription in which I only have 7 days left. I do not get it.

Problem 03: In the support that the tool has, the options to "send a message" or to "report an error" do not work, it only allows you to open the help center, that is the reason why I send you these queries here.

I would need clarification on these three issues as soon as possible.

Thank you very much and best regards.