Bookpluto vs Colloqui CRM

Bookpluto is the operations console for home-service and field-service companies — HVAC, mini-split, plumbing, electrical, and trades that run on bookings, crews, and on-site work. It is a business tool for company staff (administrators, managers, and specialists), not a consumer marketplace. Run your whole operation from one place: BOOKINGS & SCHEDULING - See every job on a live board, organized by status and location. - Open a booking to view the customer, service details, address, notes, and attached job-site photos. - Manage your schedule, block out unavailable time, and keep the calendar accurate across the team. DISPATCH & CREW MANAGEMENT - Assign installers and helpers to jobs and keep everyone on the same page. - Manage your team and roles, set availability, and route work by ZIP and service vertical. - A focused home screen for field staff shows specialists exactly the jobs assigned to them. CUSTOMERS - Keep a clean customer record: contact details, service address, and history in one view. - Attach photos, notes, and checklists so the next person on the job has full context. - Capture consultation sign-offs and keep an audit trail of what was agreed. PAYMENTS & PAYOUTS (STRIPE) - Collect payment for completed jobs through Stripe Checkout — card details are handled by Stripe and never touch your servers. - Onboard your company and your crew to Stripe Connect to receive payouts for finished work. - Review and approve worker payouts, with clear expected-earnings breakdowns per job. OFFERS, PRODUCTS & COMMUNICATION - Build offers and quotes, manage your product catalog, and send the right information to customers. - Keep an inbox and message threads tied to each job so nothing gets lost. - Email templates and activity history keep customer communication consistent. INSIGHTS - A dashboard and pulse view give you the numbers that matter: what's booked, what's in progress, and what's done. - Notifications and an audit feed keep the whole team aware of changes in real time. BUILT FOR TEAMS - Multi-company support: switch between locations or businesses you manage. - Role-based access so each person sees only what they should. - Push notifications keep field staff and office staff in sync. Bookpluto requires an account with a participating company. It is designed for the people who run the business — owners, dispatchers, office managers, and field technicians.

Colloqui CRM is the native mobile client for your self-hosted Colloqui CRM server. Connect the app to your own server and take your entire CRM with you. Because you run the server, your customer data stays entirely under your control — the app is simply a fast, native window into it. FEATURES • People, Companies, Leads, and Opportunities — browse, search, filter, and edit your records with a native, responsive interface. • Full history on every record — notes, emails, calls, texts, calendar events, and activity, merged into one timeline. • Company view — see everyone at a company and their complete correspondence in one place. • Pipeline board — track opportunities across your sales stages. • Tasks and reminders — stay on top of follow-ups, with optional push notifications delivered by your own server. • Two-factor authentication, secure on-device storage, and a private, self-hosted architecture. Colloqui CRM requires a Colloqui CRM server. It is a client for that server, not a standalone product.