Join It is a great CRM tool for managing customer data, but it can be time-consuming to create a new person record in Plutio every time you add a new memberships.
But don't worry anymore. With this Plutio Salesforce integration, you can connect your memberships and person records, so that when a new memberships is created in Join It, you'll automatically receive a corresponding person record in Plutio.
Join It and Plutio are both powerful tools that, when used correctly, can help you become more productive.
When you create a memberships in Join It, do you also create a task in Plutio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!