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Calendar, Tasks & Appointments

Stay organized and take control of your day with Pluto

Agents from the top companies trust Pluto, from scratch agencies to national brands

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PLUTO CAN HELP YOU...

Manage Your Day

Pluto provides time management and scheduling tools to keep your team on task, organized, and ready to conquer the day. How you spend your day has a direct correlation with whether or not you achieve your agency goals.

Get more done, in less time…with Pluto!

Calendar & TaskFeatures

Check out some of our most popular features

calendar

Calendar

Pluto makes it easy to connect your Google or Outlook calendar to our platform.

Boost productivity and improve your workflow by accessing your calendar directly inside Pluto. Our 2-way sync capabilities will ensure your calendar is always up to date!

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Benefits:

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Appointment Scheduling

Automate your appointment scheduling process with Pluto. Eliminate the endless back-and-forth emails trying to find the perfect time to meet.

Share a link to your online calendar and allow your prospects and clients to select a time that works for them.

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Benefits:

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Tasks

Tackle your daily to-do list with the help of Pluto’s task management feature. Set reminders, reschedule tasks, and assign items to other members of your team. 

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Benefits:

Of course! Once a goal is set, Pluto will automatically track an agent’s progress toward that goal. Each morning when your agent comes in they’ll see a clear breakdown of their goal, their current progress, and where they need to finish the day to stay on pace. 
Yes. Pluto gives you the ability to track the performance of each producer and also how they stack up against others in the agency.
Yes. We make it easy to track all outbound activity like the number of emails or texts sent in a month, the number of phone calls made or received, and more.
Yes. You can view the reports inside your Pluto account or export them as either a CSV or PDF.
Yes. You can track sales per line of business broken down by both premium and policy count.

Everything you need...nothing you don't!

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CRM

Create an insurance landing page in a few clicks.

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Pipelines

Organize your deals and service requests with pipelines

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Lead Management

Manage all your leads in one software platform

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Goals & Reporting

Monitor your team's performance and keep them motivated

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Automation

Simplify workflows and increase output with automation

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Unified Inbox

Organize all your conversations in one centralized inbox

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Integrations

Seamless integrations via Zapier and and open API

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Calendar

Stay organized and take control of your day with Pluto

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Circle Prospecting

Dominate your local market and generate leads on demand

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Forms & Surveys

Gather data, generate leads, get feedback, and more

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Phone & Dialer

A fully integrated phone system built inside of Pluto

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Websites & Funnels

Click & drag your way to a new insurance website or funnel

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Ringless Voicemail

Drop messages directly inside your contacts vmail

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Text Messaging

Pluto offers built-in 2-way text messaging

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Video Email

Stand our from the competition with video email

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Direct Mail & Gifts

Send out Postcards, letters, gifts, and more

Ready to get started?Free 14-day trial

Put Pluto to the test to see if it’s a good fit for your agency.

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