Onboarding with Pluto
Go Live in Weeks, Not Months
Most platforms take months to implement. Pluto gets your team live in weeks, without disrupting active deals or overwhelming your team.
Make the Switch Without Anxiety
Switching systems shouldn’t feel like a risk.
With Pluto, onboarding is measured in weeks, not months. The platform is designed to be intuitive and easy to navigate, allowing most teams to get up and running with minimal training.
Structured workflows and a logical interface ensure your team always knows what to do next, without relying on guesswork or referencing complex manuals.
With flexible onboarding paths, guided support is available if needed.
Alignment & Orientation
We start with a short session to define your setup, roles, and workflow. This ensures everything is aligned before configuration begins.
Secure Environment Setup
Your organization is set up with its own dedicated Canadian database. Your data remains isolated, secure, and built for long-term scalability.
Project Configuration
We configure your project structure, inventory, documents, and workflows based on how your team operates.
Team Training & Walkthroughs
Your team learns the system in context so they can start using it immediately.
Go Live
Your team begins working in Pluto with full visibility, structure, and control.
Choose Your Onboarding Path
Most teams follow a natural progression:
First project → Fully Managed | Second project → Guided | Third project → Self-Serve
Fully Managed
We handle everything.
Best for teams who want speed and zero lift internally.
- You provide the information
- We configure your project
- We deliver a fully set up environment, ready to use
Guided Setup
We work alongside your team.
Best for teams who want hands-on learning with support.
- We guide you step-by-step through setup
- Your team builds familiarity with the system
- Your team becomes confident running future projects independently
Self-Serve
You take full control.
Best for teams who prefer autonomy or already have strong internal processes.
- Your team configures the system independently
- Access documentation and support when needed
What to Expect
Creating Your First Project
Explore short walkthroughs of key workflows when creating your first project in Pluto.
Project Structure
Everything starts with a clear foundation.
Your organization, divisions, communities, and projects are structured to reflect how your business actually operates so everything feels intuitive from the start.
Project Configuration
With the foundation in place, your project takes shape.
Inventory, pricing, unit details, deposit structures, and key dates are configured into a fully built environment, ready to reflect real-world conditions.
Document & Workflow Setup
Contracts, disclosures, and deal workflows are organized into a clear, repeatable system, ensuring every deal follows the same path, every time.
Sales Process & Deal Flow
Inventory, buyers, documents, and statuses come together into a single, trackable flow so every deal moves forward with clarity and control.
Team Readiness
The system is so intuitive that most users don’t need extensive training, they simply start using it. Confidence builds naturally and adoption happens without friction.
From here, every project becomes easier to manage, easier to track, and far less dependent on manual coordination.
A Single Source of Truth
for Every Deal
All of your deal information lives in one place: inventory, contracts, documents, and deal status are all connected so your team always knows exactly where things stand.
Everything is accurate, up to date, and visible to everyone who needs it. No more checking spreadsheets, emails, and folders to piece together what’s happening.
NOW ACCEPTING SPRING 2026 PROJECTS
Discover a better way to manage new home sales
Book a demo to see how Pluto works and explore how we can support your new home sales operations.