• A significant reduction in time spent on tasks, especially in advice generation.
• Using one system for multiple functions reduced complexity and duplication.
• Improved overall team productivity due to streamlined processes.
We previously used ACT as our CRM and ROAR for plan production, but the systems were missing the level of sophistication we needed, resulting in significant manual editing to meet our formatting requirements.
The systems lacked integrated data feeds, and we were relying on multiple platforms which led to extensive double handling of data and process inefficiency.
We were looking for a solution that provided integrated data feeds, minimised data duplication, and could bring our CRM and advice production together.
We researched for a better solution and found Plutosoft. We loved the ability of having ONE system to handle multiple functions, this was a real drawcard for us as we could see the time savings we could achieve.
Since transitioning to Plutosoft, the most significant benefit has been the substantial time savings, the generation of advice is quick, and we have seen improved productivity across the team.
We also love the ability to create or update our own templates.
Plutosoft have delivered on new enhancements that have really improved our advice offering. We appreciate the team being open to ideas and implementing them.
We confidently recommend Plutosoft amongst our networks.
Our onboarding program was great; we were up and running and using Plutosoft within the first two months of coming onboard. We continued to improve our usage of the system and all its functionality over time but had a good foundation to start from.
We felt well supported and having access to the training modules allowed team members to do self-training when needed. The weekly check-ins were very useful for keeping everyone aligned.
Our data migration was seamless. We came from ACT and brought across client personal details and file notes.
We have been onboard since January 2022 and the time invested in switching across has absolutely been worth it!
“Plutosoft continues to develop and mature the platform, this helps us with providing quality advice and improves our team’s efficiency. It is a pleasure to work with a system that ‘gives back’ and is easy to use. You can mould the software to your needs without hassle.”
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