Plooto
27 Case Studies
A Plooto Case Study
Crisp, a provider of fractional marketing services to growing businesses, faced challenges with its payment processes. The company was using physical checks, which were error-prone and difficult to reconcile, and credit cards, which came with a costly 3% transaction fee. These inefficient methods were consuming valuable time and money that Crisp wanted to dedicate to its clients. The company turned to Plooto for a solution to automate and manage its client receivables.
By implementing Plooto, Crisp was able to set up pre-authorized debits for automatic payments, which drastically reduced transaction costs and saved significant time on reconciliation. This allowed the team to focus more on their core mission of helping other small businesses scale. Furthermore, Plooto’s approval flow features gave the founder the ability to delegate payment approvals, providing operational flexibility and peace of mind. The vendor's solution directly addressed Crisp's pain points, resulting in greater efficiency and cost savings.
Christine Pilkington
Chief Executive Officer