Plutio + Simpro Integration

If your business uses Plutio to create proposal, you'll want to make sure that your simPRO account is up-to-date with the latest individual customer 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 individual customer in simPRO 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 individual customer in simPRO.

simPRO 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 individual customer.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your individual customer and person records, so that when a new individual customer is created in simPRO, you'll automatically receive a corresponding person record in Plutio.

simPRO and Plutio are both powerful tools that, when used correctly, can help you become more productive.

When you create a individual customer in simPRO, 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.