17 years helping British businesses
choose better software
About Plecto
Plecto is a Business Performance Platform that visualizes your real-time performance across any commercial source or system.
The onboarding went smoothly, and their support team is very knowledgeable, responsive, and helpful.
Integrating with Salesforce is tough, haven't figured it out yet.
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Once we changed to Plecto, we never looked back
Comments: The support were on hand via video chat and text chat when we ran into difficulty and gave us free training sessions which was great. It's far better for gamification in a sales office than some competitors
Pros:
Really good functionality and ability to integrate to our CRM (HubSpot). Live data and deals notifications Very customisable and flexible for our business needs (tracking sales visually)
Cons:
It's complicated when you first start as it's code based and really takes some learning
Plecto Response
6 years ago
Hi James, Thank you very much for the positive review. We're glad to hear that Plecto is a good tool for your company. In regards to the onboarding; we're currently working on launching a simpler version, so that it will become much easier for new (not techsavvy) users to get going with the platform. Thank you for taking the time to review our product :) Have a great day. Best regards, Maiken
Plecto - A delight to implement and use
Comments: Great, easy to pick up and learn with a wide array of use-cases while also having the depth to deal with most analytics and gamification needs we have.
Pros:
My favorite aspects of using and implementing Plecto is how user friendly it is on the surface while also being highly customizable, making it adaptable to each technical level of users, from beginners to experts. Secondly the level of connectedness across systems and open API allows for new ways of using the system across different platform and digital ecosystems. Lastly the continous updates and improvements of the service are reflected in the frequent updates and upgrades we continually experience.
Cons:
A few of the features are currently not that smart in terms of making the system more "flexible and object-oriented" and even more customizability in terms of for example colors, competition dashboards and editing of old data sources would be perfect
Plecto Response
2 years ago
Hi Malthe, Thank you so much for taking the time to share some amazing feedback! I am absolutely thrilled to hear that you've found Plecto to be so user-friendly, customizable, and accommodating for connecting your range of data sources and systems. We value your commitment to Plecto, and we are eager to use your valuable feedback, that I've shared with our product team, to deliver an even better experience going forward. You'll be pleased to hear that very soon (early next quarter) we are releasing some exciting product updates that relate to dashboard design and customization. We're sure you'll be very happy so keep your eyes peeled! Best Regards, Maddy B. Content Manager, Plecto
Average
Comments: It's an okay tool, not that costly, but loads of bugs still
Pros:
The visuals look cool and the price is cheap.
Cons:
Support. Super slow and clunky. Every time you move to a new tab the support widget freeze. After 5 pm they can't support you anymore. And the data functions are not intuitive.
Plecto Response
2 years ago
Hi Fredrik, Thank you for sharing your feedback. I'm sorry to hear you had a challenging experience with Plecto. We set a high standard for ourselves, and it's unfortunate to hear that your experience was not in line with these expectations. Your opinion matters a lot to us and I would like to investigate your feedback further so that we can deliver a better experience in the future. Please feel free to reach out to [email protected] so that we can offer you one-on-one video support to resolve any challenges you are facing. We value your continued commitment to Plecto, so thank you for bringing this to our attention. Best Regards, Maddy B. Content Manager, Plecto
Wealth Management - Data Visualization
Comments: Quick access to daily KPIs, live reporting and engagement on the sales floor have been key in making the platform beneficial.
Pros:
Visualization across TVs set up in the office is great, engagement is great across all features. Constant additional features and enhancements increase confidence in the long term vision for the platform.
Cons:
We use several third party applications - Pipedrive, Dynamics, CashCalc, PowerBI and more within the company. Plecto is relatively expensive which demotivates adding on more users. Administration has intentionally been kept out for this reason, and Plecto is only used for sales staff as a result.
Plecto Response
2 years ago
Hi Mohammed Kamil, Thank you so much for sharing your experience with Plecto! I am really happy to hear your sales team has been able to get the most out of Plecto! We set a high standard for ourselves and continuously work to bring you the best possible experience, and we can't wait to share even more features for you to take advantage of in the future. I'm sorry to hear your experience didn't match your expectations in terms of the licensing. I would love to get some more information from you to look at the possibility of tracking more data (for example your finance, administration, or marketing) as this doesn't require purchasing licenses for these entire teams to do so. Please feel free to reach out to [email protected] for any further assistance in looking into this. Best Regards, Maddy B. Content Manager, Plecto
a good place to engage and share data
Comments: im a fan. its really works for its purpose.
Pros:
sharing data across the teams and internally monitor progress
Cons:
building technical features is ccomplex and not as transparent as to what and what is not possible with the product.
Plecto Response
2 years ago
Hi loyal Plecto user, Thank you so much for your review! I am delighted you've enjoyed using Plecto for over 2 years, particularly for engaging and sharing data across your team. We'd love to support you further with any challenges you may have with functionality, so if you ever have additional feedback or questions, please don't hesitate to reach out to [email protected]. Thank you for taking the time to share your experience with Plecto! Best Regards, Maddy B. Content Manager at Plecto
Plecto enables your visibility!
Pros:
The ability to do gamification about most every KPI that I have in my company is absolutely great. At our company only our sales team cared about the results, this made everyone in the company have complete visibility of any important metric that we have, this made our teams realize the importance of following our metrics and not just seeing their own personal metrics.
Cons:
The way they charge per user for us makes it difficult because it's not based on Account Users, but how many people you show on the graphs inside plecto, since we have a big team this skyrocketed the pricing.
Plecto Response
5 years ago
Hi Plecto user Im so glad to read, that our product have help your company make KPI interesting across departments, so everyone can help the company perform better. This is truly our goal. Kind regards Christopher M Marketing Automation Manager at Plecto
Great motivational product - helps drive sales!
Pros:
Excellent visual displays can be tailored to suit our requirements - staff love it.
Cons:
No major issues with using this product.
Plecto Response
4 years ago
Hi Alex, Thank you for your review! We are honoured to receive a full 5 stars across all areas. We are also very happy to have had the possibility to serve your company for several years too! I am sure you know that you should always feel free to reach out to us, if you have a request or a need for anything regarding Plecto. Thank you for your time to submit this review. - Plecto
Great Software
Pros:
Great functionality. Slide decks, music etc and up to date information make it easy for everyone to see how they are doing.
Cons:
To Americanised, would be good to have dates in UK format, so to save confusion, Equally our periods don't run to month end, so we constantly have to change dates each month which is a 30 minute job, if not longer. This leads to poor adoption across other teams. Making edits and setting up new fields to view could be more intuitive for managers to make quick instant changes rather than asking our admin to do this.
Plecto Response
5 years ago
Hi Stewart Let me start by saying, that I have forwarded your suggestions to our development team. So hopefully you will experience a change of date format in 2020. Beyond that, we are happy that you like our features and find Plecto useful. Have a great day,
Great system in theory, just hard to set up the way I'd wanted.
Comments: Customer Service was tough to get a hold of being in the United States since the time zone in Europe was drastically different. They were helpful, although it would've been great to have more support for setting up my page / dashboard. I wasn't able to get my page and inputs set up the way I had hoped. I might consider Plecto again if I could have more support.
Pros:
It is a very robust system, great for tracking analytics and having a visual display of them. A lot of customizable options.
Cons:
It was very hard to set up and I'm a tech savvy 25 year old. It would be nice to have the option to have someone help you set it up or at least get started on it. Customizing was easy, but getting the input fields to match up with what I had wanted for displays and inputting the data just never added up. It would be nice to have your centralized dashboard and keep everything in that. And if you wanted to have separate tabs or "projects" - then we should
Plecto Response
6 years ago
Hi there, Thank you so much for taking the time to review Plecto. We love to hear your feedback - and the part about the challenges actually helps us understand how to further develop the product, to better fit your needs. I can also disclose, that we'll be launching a new onboarding flow in the coming days, which will include pre-defined formulas and a more user friendly interface for new users - to improve the onboarding process, and to help new users get familiar with the product even faster. Have a great day :) /Maiken
Great tools for Dashboard - share figures to wider audience
Comments: Great tool to get rid of Excel dashboard. Enhance the visibility. You can focus on the analysis rather then how to consolidate your Dashboard.
Pros:
Ease to setup Dashboards. Diversity of sources (SDFC, Podio,... Excel) Formulas (establishing your KPIs)
Cons:
No workspace feature - being able to group information by workspace Table reports - no possibility to establish your period - no group calculation period (Quarter - Year) Formulas - when too many, no folder are exisiting to organize them, so you need to be careful in your naming convention if you want to find quickly what you are looking for.
Plecto Response
5 years ago
Hi Nicolas We are glad to read, that you find Plecto easy to setup. We know this is the most important part, so we keep focus on improving it. We hope you will keep enjoying Plecto for a long time. Kind regards Christopher M. Marketing Automation Manager
Worth the investment!
Pros:
It took a little while to understand how to set up the formulas behind the data, but once you get it, it's very easy. The onboarding went smoothly, and their support team is very knowledgeable, responsive, and helpful. We chose Plecto to build our dashboards because of the easy setup and the interactive integrations they offered. We display leaderboards all around our office, and prompt fun notifications at particular achievements (such as when a new deal has been closed).
Cons:
I wish there were more options with regards to the designs of certain widget types, such as displaying the values above each bar chart or adjusting the size of particular texts. Though I guess their simplicity is also their strength.
Plecto Response
4 years ago
Hi Wendy, Thank you for the amazing review! I will make sure our Support and Onboarding team gets these kind words sent their way. As you mention, when you get to know the structure of how you build your formulas, everything will make sense. The formula-editor is unique and is able to filter on almost anything based on your data, which is how we make sure that all data is tailored for your companies needs. I am also happy to know that you chose us based on the integrations. We keep adding integrations every month as we think connecting integrations easily is crucial for all our clients. I will note your request to look into our designs of widgets in Plecto as we always want to enhance the user experience. Thank you for taking the time to review us. - Plecto
Great way to keep track
Pros:
The intuitive dashboard and multiple dataintegrations, enables you to track valueable KPI's with ease
Cons:
Could be more focus on competitions - you're pretty limited in terms of what kind of competitions you can make through the platform. Making it more open-source, letting the user's create more different kind of competitions would help us not using third party software / manual entries for these competitions.
Plecto Response
5 years ago
Hi Gabriel Thanks for reviewing us. I would love to hear more about what kind of competitions you would like us to add. Please write me back on [email protected] and tell me more about your ideas, how you use competitions today, and also which third party software / manual entries you have. Im looking forward to hear from you. Kind regards Christopher M. Marketing Manager
Plecto Review
Comments: My overall experience with plecto was great, no complaints so far, once everything setup can rely on data, easy to use and setup. Amazing dashboards can be built on it, if you know how to set it up.
Pros:
Easy to use, user friendly, Customisable dashboards
Cons:
It's bit delayed by few seconds and sometimes a minute or two
Plecto Response
2 years ago
Hi Siva, Thank you so much for your review! Every aspect of the product has been carefully considered to bring you the best possible experience, so I am delighted to hear that the customization and user-friendliness have been particularly positive for you. Please feel free to reach out to [email protected] with any questions, comments, or feedback you have about any delays you may be experiencing so we can make improvements where possible. Thanks for bringing this to our attention. Best Regards, Maddy B. Content Manager at Plecto
Great tool for gamification
Comments: Great customer support who always help!
Pros:
The TV dashboard, so every one on the sales team can see the current state of affairs on our team. Also fan of the personalization each user can have.
Cons:
Hard to make new dashboards and understanding values
Plecto Response
2 years ago
Hi Branislav, Thank you for your review! I am thrilled to hear that you've been able to personalize and visualize your sales team's performance. It's also exciting to read that you've taken advantage of the gamification to motivate your team! We set a high standard for ourselves and provide the best support, so I am very pleased that this has been your experience. We would love to support you in your understanding of formulas and building new dashboards, so please feel free to reach out to [email protected] with any questions, comments, or feedback about this. Best Regards, Maddy B. Content Manager at Plecto
Great data visualization program
Comments: Great platform that lives up to expectations and is used on a daily bases
Pros:
The platform is easy to use and plugin other software.
Cons:
missing a few features such as dashboard sharing with third parties. This is only available for higher upgrades.
Plecto Response
2 years ago
Hi Ezza, Thank you very much for taking the time to share your experience with the Capterra community. I am extremely happy to hear that you are able to use Plecto with ease to visualize and centralize your data every day! We look forward to continuing to provide even more exciting feature capabilities for you in the future. Best Regards, Maddy B. Content Manager, Plecto
Great all round dashboard software
Comments:
Great software that helps us keep track of our key metrics and ensure that the business keeps growing and is future proofed.
Varied visual data keeps team engaged and is a great motivation!
Pros:
Super visual and very quick builder. API access is great for tying multiple systems together. We pull data from Xero, Unleashed and Hubspot, which is so useful. It took us a little to set up, and the Plecto support team were super helpful. Blown away by professionalism of support.
Cons:
Just like 2 series of data on same graph at some point.
Plecto Response
6 years ago
Hi Jordan, Thank you very much for taking the time to review us :) And thank you for your kind words. I'll note your feedback - and make sure it makes it to our product team :) Have a great day. /Maiken
Quality Offering
Pros:
Ease of use Impact on sales teams focus Visually very appealing
Cons:
The formula layout is a bit confusing. If exactly like Excel it would make life easier
Plecto Response
6 years ago
Hi Lucas, Thank you for your review. We're so glad you took the time to do one! :) We're also happy to hear, that you're pleased with the product.. As a small note, I can tell you that we'll soon we launching more pre-defined formulas and a more user friendly onboarding, which will hopefully help out a lot in that area! :) Have a great day /Maiken
Awesome
Comments: Awesome product with a great support
Pros:
It's so easy to setup. Love the UX and UI
Cons:
Nothing really. Endless possible Dahsboards
Plecto Response
6 years ago
Hi Martin, Thank you very much for taking the time to review our product :) We're so glad that our product fits your expectations. Have a great day! /Maiken
Perfect Solution for Fast growing SAAS business
Comments: Great, really enjoying it
Pros:
Simple to use and you can surface the key metrics and help promote good behaviour for sales and customer service team. Really great support too, good company that are moving fast with their product dev....highly recommend
Cons:
not much to be honest. Was a few little issues but no show stoppers and they seem to get resolved very quickly. I've tried so many of these types of dashboard software providers before and this is streaks ahead
Plecto Response
6 years ago
Thank you for taking the time to review us - and for your kind words! Have a great day :) /Maiken
More features!
Comments: It's good. Our performance is in better shape with Plecto.
Pros:
Look at salesscreen fx. More interactive dashboards etc... The widgets is getting outdated
Cons:
The formula building... Should be more easy to create formulas
Plecto Response
6 years ago
Hej Amjad, Thank you for taking the time to review Plecto :) I can tell you, that we'll be launching a new onboarding flow in the coming days, which will give a proper introduction til the product and it will also include pre-defined formulas. Hopefully this will help with challenges like the ones you're describing. Have a great day :) /Maiken
Plecto User
Comments: I do not use it enough to provide pros/cons. Excellent visual motivational tool.
Pros:
N/A - I really only use it as a visual tracker.
Cons:
N/A - I really only use it as a visual tracker.
Plecto Response
2 years ago
Hi Amy, Thank you for your review! I'm very pleased to hear your positive feedback on Plecto as a motivational data visualization tool. Please feel free to reach out to [email protected] if you have any further feedback, questions, or suggestions in the future. Best Regards, Maddy B. Content Manager, Plecto
All on one dashboard
Comments: We would like all of our employees to se how the salesforce are performing and with Plecto it has been a success
Pros:
Easy to enter new data and a nice layout (or a choise of many possible layouts).
Cons:
I took some time before we found the exact design of the dashboard
Plecto Response
5 years ago
Hey Christian Thank you for the kind words. We are glad to hear, that we have helped you see how the salesforce team are performing. Have a great day. Christopher M. Marketing Automation Manger . at Plecto
Great product - amazing customer service
Pros:
The integrations options and all extra features besides dashboards it offers
Cons:
The limitations of showing historical data
Plecto Response
2 years ago
Hi Wendy, Thank you for sharing your feedback. I'm sorry to hear you had a challenging experience with Plecto. We set a high standard for ourselves, and it's unfortunate to hear that your experience was not in line with these expectations. Your opinion matters a lot to us and I would like to investigate your feedback further so that we can deliver a better experience in the future. Please feel free to reach out to [email protected] so that we can offer you one-on-one video support to resolve any challenges you are facing. We value your continued commitment to Plecto, so thank you for bringing this to our attention. Best Regards, Andrew C. CMO & Partner Manager, Plecto
Plecto Sales Dashboard
Pros:
Great visualisation of sales performance completely live. Gamification helps to encourage team culture. Visibility of performance helps to drive success.
Cons:
Formulas aren't always very easy or self explanatory - needed a lot of help to set these up.
Plecto Response
5 years ago
Hey Brandon First of all, thank you for taking the time to review us - it means a lot. We are aware that some people don't find our formulas self-explanatory, and we are working on a solution at the moment. If you still find them hard to understand, please contact our Customer Service - Im sure they will help you. Otherwise we are glad to read, that Plecto helps with encourage the team culture. Have a nice day Kind regards Christopher M Marketing Automation Manager Plecto
Great Program
Pros:
Easy to use, and the customer service is brilliant
Cons:
the formulas can be a little hard to write at first!
Plecto Response
5 years ago
Hi Chris Thanks for the awesome review. We are happy to know, that you appreciate our customer service. Have a nice day Kind regards Christopher M Marketing Automation Manager Plecto