Telenotes vs Plutio
See the best product reviews, compare products, read reviews, and more.
See the best product reviews, compare products, read reviews, and more.
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The ability to track where I've been .The ability to follow up on what I've done .
Get better sales call notes with Telenotes! Your sales reps love to talk, but hate to type. Yet you still need their data from the field. Discover how Telenotes can help you keep your reps focused on selling, and leave the data entry to us.
Plutio is an All in One Client Portal Game Changer What do you like best about Plutio? Plutio includes all of the traditional features of a client portal like tasks, kaban boards, time tracking, milestone etc, and take a giant leap over the competition offering Invoicing, Subscription Management, Internal Chat, with the ability to White Label the portal and domain. Review collected by and hosted on G2.com. What do you dislike about Plutio? So far the only pain point has been with integrations with companies for Intercom and ability to editing a subscription without having to have a client re-fill out CC info. Review collected by and hosted on G2.com. What problems is Plutio solving and how is that benefiting you? Giving clients the ability to login to one location to view progress, updates, communication and manage files.
Plutio is a business management solution designed to help small businesses handle projects, create proposals and process invoices on a unified platform. With the time tracking module, employees can manually or automatically log work hours in timesheets and share them with supervisors via email.
The Telenotes team provide outstanding support! They are quick to answer questions by phone or email. Whether it is the app or the online portal; the functionality of the product is user friendly. The program is reliable and provides us with a great way for everyone to stay on the same page and I absolutely love the reminder emails with follow up tasks!
- Michele F. Director of Sales & Operations
he biggest problem solved is being able to track the information from a call. I receive followup tasks and calendar reminders in real time and can act on the requests of my customers right away. I have talked to other sales professionals who use different CRMs and find that they don't like them and spend more non-sales time inputting their call notes, if they even remember them. Telenotes makes it EZ to input, act, and move on to the next client without having to remember all the details in my mind. They are my sales brain!
- Timm R. Regional Manager
Though it gets the job done, there are often major delays. I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding. For some reason, this software is also much slower when other people in our house are on the wifi for reasons I do not understand because no other program I use is slower when other people access the wifi.
- Lexie K. Transriber
"Great Project Management Focused CRM" What do you like best about Plutio? The client billing features on this tool are amazing. I can create custom proposals, contracts, and invoices from within the program. From there I can send them to clients where they can e sign and accept the terms and even pay their bill directly. Review collected by and hosted on G2.com. What do you dislike about Plutio? Nothing really, this has been a great tool for me. Review collected by and hosted on G2.com. What problems is Plutio solving and how is that benefiting you? Client management issues have been solved, especially client billing! The white label features of this product keep things looking professional as well. There's also a client portal so customers can keep track of their projects and invoices easily. Plutio has changed how I operate my business!
- Anthony D.
"Plutio to track your projects" What do you like best about Plutio? Plutio is an easy platform to use. It's available via their portal using a web browser or desktop app. You can easily switch from different client accounts with fully customizable tabs. There are many features I've yet to unlock. Review collected by and hosted on G2.com. What do you dislike about Plutio? I have not used this software tool to its full potential. Because we have an external invoicing software already implemented I have not tried out plutio's version. Review collected by and hosted on G2.com. What problems is Plutio solving and how is that benefiting you? I can have different contributors review what projects are in the pipeline without having to email them. This allows me to keep myself and everyone updated on the status of various projects.
- Moises G.
"The perfect project management tool for agencies" What do you like best about Plutio? Simply log into your portal and you have all the detiails about your project in one place. Plutio makes it easy to stay organized and on track with your service-based product. There are a lot of new features coming. We use the platform to manage active clients, their projects, their tasks and events. There is a live web chat feature that you can embed on your website to allow prospects to communicate. Study the features and you will find that this is an overall great value tool for project management. Review collected by and hosted on G2.com. What do you dislike about Plutio? Plutio has a roadmap full of great ideas but they have been slow to develop. Sometimes over 2 years. There is a great community surrounding the product, lots of discussion and feedback from the supporters, I I just wish the development could move faster. Review collected by and hosted on G2.com. Recommendations to others considering Plutio: Compare features with other platforms and you will find this to be a good value. This single platform can replace multiple tools. Review collected by and hosted on G2.com. What problems is Plutio solving and how is that benefiting you? It is a great tool to keep my team organized. I have a white-labeled client portal that looks real professional to let clients review their project status, leave update requests and collaborate. The event calendar sends reminders to me and my team to keep us on track for an event.
- Ray M.
|It is great when I get put off by a current customer or if I just run out of calls to make
|This program has shown me that there is always another call to make
|If I need help with the program TNOTES has always been right there for me
|They have truly made me a lot more than I pay them
|It saves me time and keeps my clients information safe and organized
|LOL and I found it hard to stay organized and stay on top of things."
|I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding
|The biggest problem solved is being able to track the information from a call."
|I like that you can do pretty much everything with it in terms of tracking time, project management, inviting clients to collab, and managing your calendar
|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
|Look and feel are fairly nice
|Visually, Plutio is pretty great.
|UX issues are never addressed
|Bugs last for years
|A little expensive compared to other tools in the market with very similar and more developed features.
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