If your business uses Plutio to create proposal, you'll want to make sure that your Cloze account is up-to-date with the latest person information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.
But what if you could automatically create a person in Cloze each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new person in Cloze.
You Can Also Connect Cloze or Plutio With 1400+ Other Apps
Cloze
Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.
Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!