Contacts and CRM

Contacts are split into people and companies. Each contact has a detail page that shows linked projects, invoices, proposals, conversations, and activity

Companies - company detail page

The company detail page mirrors the structure of the contact detail page, but with one key difference: data rolls up from every contact linked to the...

Companies - creating and managing

Company records group related contacts under one organisation, so a client company with multiple team members , billing contacts , and project leads all...

Contact activities and notes

Every contact has an activity feed that records interactions as they happen: invoices sent, proposals delivered, contracts signed, meetings booked,...

Contact custom fields

Custom fields extend People and Company records beyond the built-in fields, so any data specific to your business can be captured, filtered, and used for...

Contact detail page

Every contact has a detail page that pulls together every interaction, document, and record connected to them.

Contact import and export

Plutio lets you import contacts from a CSV file and export them back out. So whether you're migrating from another CRM, pulling data from a spreadsheet,...

Contacts overview

The Contacts page has two tabs: People and Companies . The People tab lists individual contacts; clients, leads, team members, and anyone you work with.

Creating and managing contacts

Contacts can be created manually from the Contacts page, or they appear automatically when someone submits a form, books through your scheduler, or gets...

Deactivating and reactivating contacts

There are three ways to remove a contact from active use: deactivating , archiving , and deleting . Each one works differently and affects linked data in...

Linking contacts to projects

Contacts are linked to projects as clients or contributors, and that link creates a two-way connection.

Smart fields (variables)

Smart fields are variables you insert into proposals, contracts, invoices, emails, and automations that replace themselves with real data when the document i...