Industry leading software,
budget friendly pricing.

Individual

Single User Account

$79 $ 59 00 Monthly
  • All Features Included:
  • CRM
  • Sales & Service Pipelines
  • Zapier Integration & Open API
  • Goal Management
  • Marketing Automation
  • Lead Management
  • Sales Tracking
  • Activity Reports
  • Task Management & Online Bookings
  • Phone System
  • Power Dialer
  • Built-in Text Messaging
  • Email Integration
  • Bulk Email Tool
  • Video Email
  • Ringless Voicemail
  • Direct Mail
  • Circle Prospecting
  • Data Validation & Enhancement
  • Mobile App
* Includes live chat support, setup help, and training

Small Team

1-3 Users

$ 99 00 Monthly
  • All Features Included:
  • CRM
  • Sales & Service Pipelines
  • Zapier Integration & Open API
  • Goal Management
  • Marketing Automation
  • Lead Management
  • Sales Tracking
  • Activity Reports
  • Task Management & Online Bookings
  • Phone System
  • Power Dialer
  • Built-in Text Messaging
  • Email Integration
  • Bulk Email Tool
  • Video Email
  • Ringless Voicemail
  • Direct Mail
  • Circle Prospecting
  • Data Validation & Enhancement
  • Mobile App
* Includes live chat support, setup help, and training

Team

Up to 10 Team Members

$199 $ 149 00 Monthly
  • All Features Included:
  • CRM
  • Sales & Service Pipelines
  • Zapier Integration & Open API
  • Goal Management
  • Marketing Automation
  • Lead Management
  • Sales Tracking
  • Activity Reports
  • Task Management & Online Bookings
  • Phone System
  • Power Dialer
  • Built-in Text Messaging
  • Email Integration
  • Bulk Email Tool
  • Video Email
  • Ringless Voicemail
  • Send Direct Mail
  • Circle Prospecting
  • Data Validation & Enhancement
  • Mobile App
* Includes live chat support, setup help, and training

* 10% discount when paid annually

You have questions. We have answers.

Here are some FAQ’s to help you on your way.

CRM pricing refers to the cost of implementing and using customer relationship management software. The price is determined by factors like number of users, features included in the software, integrations and level of support provided by CRM companies.

CRM costs vary widely depending on the CRM company and features included. On average, the typical cost of CRM software ranges from less than a hundred to several hundred dollars per user per year, with some enterprise-level solutions costing even more. To find the best CRM software prices, research and compare CRM providers based on their pricing plans and features. Pipedrive offers different solutions at price points to match users’ requirements. Learn more on our CRM price comparison pages.

It depends on the product or service that you purchase. Many of our offerings are month-to-month with no contract. There are some services that require a commitment from you for it to make sense financially. Don’t hesitate to ask questions to our team. 

Pluto offers 2 main CRM plans: Essential & Fully Loaded. We recommend that you carefully evaluate your agency needs and consider the features offered in each plan before deciding which CRM pricing model to choose.

Take advantage of Pluto’s 14-day free trial to test the software before making a purchase decision.

We are located in a suburb of Detroit, Michigan and work with clients in both the United States and Canada.

Yes, you can invite as many people as you want to join your Pluto trial. Simply click on your profile in the top right corner of your screen and select “My Team” from the drop-down menu.

Both of our plans provide access to all included features during the trial. Some phone and texting functionality is limited during the trial due to A2P/10DLC regulations put in place by the phone companies. 

The difference is how often you pay your subscription fee. With monthly billing, you will be charged every 30 days.  With annual billing, you are charged once for the whole year. If it fits your budget, the annual option offers significant savings over monthly. 

Getting started with a new insurance CRM can be overwhelming at first. Ou team is here to help you get over the learning curve as quickly as possible. 

We offer live chat support inside the platform Monday through Friday 9-5 EST. Outside of those hours you can submit support tickets to our team 24/7/365. 

Many users find it beneficial to join our Facebook users group for additional support. Request Access.

Yes. The monthly/annual subscription fee gives you access to the platform and all of it’s functionality. There are additional costs for things like texting, phone calls, ringless vmails, and direct mail, and gifts. Both of our plans include some “free” credits that can be used for these items each month. If you need additional credits, they are available for purchase. We simply pass on our costs from our vendors that fulfill the services on the back end. 

Yes. Pluto is a pre-built system designed for insurance agents. Our team has built out everything for you including things like:

  • Sales and Service Pipelines
  • Marketing Campaigns
  • Quick Replies
  • Phone Scripts
  • Insurance Lead & Intake Forms
  • Landing Page Templates
  • Funnels
  • Phone Scripts
  • Drip Marketing Automation 
  • ….and more

Everything we have pre-built for you can be edited, tweaked, and even deleted if you wish. Pluto is completely customizable to meet your agency’s unique needs.

If you prefer a more custom buildout for your agency, you can hire our team to accomplish this.

Scroll to Top