Session 1: Mastering Client Communications in Plutosoft
Plutosoft has launched a new Masterclass Series to help practices work smarter and maximise the value they get from the platform. We kicked off the first session with everything you need to know about email, SMS and bulk emails in Plutosoft.
Our CRM is the central hub for your client information, communications, workflows, and compliance activities.
Watch the first session in our NEW hands-on series and discover how leading advice firms are using Plutosoft to streamline client communications and keep accurate records without the administrative burden.
We showcase the new Direct Email functionality and demonstrate practical ways to communicate at scale while maintaining a personalised client experience.
In this 30-minute masterclass, you’ll discover how to:
⭐ Send emails directly from Plutosoft to individual clients or client segments
⭐ Create reusable email and SMS templates that save time
⭐ Use custom fields to personalise communications automatically and create mailing lists
⭐ Send automated SMS and email notifications using Workflow
⭐ Generate and distribute bulk ROAs, newsletters, FSGs and more!
Watch Now!
