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Software for managing projects, payments, tasks, and teams

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Plutio Features

Features Summary

Functionality

4.5

/5

160

Total features

42

1 categories

Plutio features

API
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Billing & Invoicing
CRM
Calendar Management

Common features of Business Management software

API
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Billing & Invoicing
CRM
Calendar Management

Price starts from

19

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

160

Price starts from

19

Per month

Total Features

42

Unique features

  • Order Management

  • Drag & Drop

  • Access Controls/Permissions

Functionality

4.3

/5

5.6K

Price starts from

50

/user

Per month

Total Features

115

Features in Common

26

Unique features

  • Reporting/Analytics

  • Lead Segmentation

  • Interaction Tracking

  • Invoice Processing

Functionality

4.5

/5

865

Price starts from

349

Per month

Total Features

112

Features in Common

36

Unique features

  • Takeoff

  • Proposal Generation

  • Multiple Projects

  • Plumbing Estimating

Common Plutio comparisons

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PlutiovsAgiled
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SuiteDash logo
PlutiovsSuiteDash
Plutio logo
ClickUp logo
PlutiovsClickUp
Plutio logo
monday.com logo
Plutiovsmonday.com
Plutio logo
Zoho One logo
PlutiovsZoho One

Reviewers who mentioned features said:

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Joshua W.

Marketing and Advertising, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Value for the Money

Reviewed 5 years ago

The product is awesome, but it is a newer product that comes with the struggles related to that. Rep and the team are amazing at getting things rolled out quickly but expect some small headaches, especially with newer features.

Pros

This software is being built with a certain customer in mind and the features that are being added are continually making it a better purchase. Their Project Management features are GREAT and are the bedrock of the software for me.

Cons

For certain pieces of the software (Invoicing and Time Sheets) there are small issues that do not allow me to use them currently. Invoicing was not reliable when using it for recurring payments. Time sheets are missing some features that I would need to use them. Mostly the ability for the Admin to edit, add, or remove time entries of employees.

KW
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Kelly W.

Marketing and Advertising, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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All-in-one solution for every small business owner

Reviewed 4 years ago

Before using Plutio I used one app for time tracking, another one for invoicing, another one for task management, another one for messaging and I was still looking for a good option for proposals. That’s five different apps I was using just to do the admin for my one-person business! When I found Plutio, I thought it sounded like a great all-in-one solution and it most definitely is. I can do all...

Pros

- replaces a whole bunch of apps so all admin can be done in one program - outputs generally look professional - regular improvements

Cons

- fairly frequent bugs (but they’re quickly fixed) - I want to be able to customise a few things that are fixed at the moment - constant improvements mean some things change regularly and I have to spend time updating my processes as a result and often there’s no warning of the change so I have to make updates on the fly

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Luciano Z.

Information Technology and Services, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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The missing control point

Reviewed 3 years ago

Although I've only been using Plutio for a few days, it's been enough for me to get hooked and enjoy spending more time creating quotes, contracts, and invoices to clients. The ability to create and manage projects and link all the various information together is really invaluable. I would have liked different pricing to be able to white-label the communications sent to the client (quotes, contracts, invoices, etc.).

Pros

The extreme integration between data and information is wonderful. It makes everything simpler, more organized and uncluttered so you can be the single point of reference for the entire customer lifecycle. The possibility to create Wikis for the delivery phase to the customer, to keep track in time sheets of the amount of work for each project, to create online forms, to have contracts signed and to be able to receive payments directly ... make Plutio for me a control center without equal.

Cons

There are a few steps that, especially at first, might be unclear... like creating templates to use within estimates and invoices. It takes a minimum investment in terms of time to better understand how the software works, but I think it's necessary in the face of such an extensive tool. The cost of the add-on for white-label (a feature not to be underestimated since quotes and invoices will be sent from the email address noreply@email.plutio.com) could be thought of as a one-off cost or at least cheaper for those who already pay for the service.

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Shade O.

Information Technology and Services, self-employed

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Impressive!

Reviewed 3 years ago

Plutio just keeps going from strength to strength ! The [SENSITIVE CONTENT] engages actively with the community and always seeks out the users experience and how to make Plutio even better. I’ve watched him for about 4 years now and I can honestly say his consistent energy is impressive! A great f[SENSITIVE CONTENT],a great product and a great mission!

Pros

Plutio is an all-in-one business management tool that keeps getting better and better! To me, what sets Plutio apart is it’s really customizable features… Plutio can be adapted to fit whatever scenario you can come up with! It’s fantastic! :)

Cons

I would love the ability to have reminders sent out to clients who have missed a payment. I heard that is coming soon once automation is implemented so I’m excited about what’s coming.

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Ron Elius S.

Marketing and Advertising, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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One of the Best All-in-one Business Management Software

Reviewed 5 years ago

So far so great!

Pros

Ever since I decided to use Plutio to monitor my Freelance Business, all I can say is it’s probably one of my Top Ten Software for the Best Business Management. When they say “Manage your Entire Business”, they mean it like for real. From Task Management, Project Management, Proposal Creation and Management, Invoice Tracking and Management, Time Tracking such as Real-time Stats, Timesheets for your Billable Tasks and so much more. Plutio also has one of the smoothest Dashboards, its amazing. If you’re a Freelancer or an owner of Small Business or Agency, Plutio will be a right fit for you since it has everything you need to bootstrap your Freelance Business or Small Agency.

Cons

Since Plutio have the most features you need to start your Freelance Business or Small Agency, the learning curve is rather long and the Dashboard might be too overwhelming for starters like you but don’t worry, Plutio will not leave you behind, Plutio have their own tutorials to use it properly and use the features effectively and efficiently.

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Patricia A.

Education Management, 1-10 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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a great option at the best price

Reviewed 2 years ago

I like it very much, the support has been good, the constant improvement is great and the communication is constant. has been functional

Pros

What I like the most is that they integrate improvements and functions, the views of the project on canvas and timeline and the visualization of how you delegate tasks, in addition to counting the hours per project and the cost

Cons

The mobile application is so necessary and it is still a bit limited, it has also been a bit difficult to adapt for the team, we are in Mexico and the language option would be great

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Jordan M.

Design, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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My new go to Project Management Software

Reviewed 3 years ago

Plutio has allowed my business to stay on track with projects and works great both on the computer and on mobile.

Pros

Plutio has the most advanced features of any project management suite I have used. If the field you would like is not available you can easily create a custom field to fit your needs.

Cons

The only thing I find missing from Plutio is accounting. If I could do my accounting and link my financial accounts right in the app it would be a full suite.

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Monnel E.

Marketing and Advertising, 11-50 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Not bad for a project management tool for freelancers

Reviewed 2 years ago

I got this tool from a lifetime deal promo so I try to make the most out of the initial investment.

Pros

I like that you can do pretty much everything with it in terms of tracking time, project management, inviting clients to collab, and managing your calendar.

Cons

A little expensive compared to other tools in the market with very similar and more developed features.

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Thomas S.

Marketing and Advertising, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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An excellent tool to manage your projects!

Reviewed 3 years ago

Managing my projects with ease.

Pros

I love the ongoing development of the platform. It is easy to set up templates for your projects and use them for the news projects with minimal setup time. Sharing project boards with clients is really easy so they have a good overview of what is going on. Timetracking works as expected and you keep an eye on the time spent.

Cons

There should really be the possibility to setup projects around a certain date. Meaning that all tasks and deadlines resolve around a certain date (+ & - days) rather than having an absolute start and then all the tasks follow that.

CC
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Chris C.

Accounting, 1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good piece of software - however needed some improvements

Reviewed 4 years ago

After using Plutio for well over 6 months, I found myself not completely satisfied with my experience. For my style business which has a regular source of work repeating each week I needed something that was specially designed for this type of work. I found Plutio was good at most things - but not specialised in one particular project management style. I feel if they focused their strategy and became really good in one area (for example, project management) they would have an exceptional piece of software. As it stands they are more a piece of software that is just ok at everything.

Pros

I used Plutio for my CRM purposes in my business and it did the job to an extent. I found the Plutio to be more suited to a project management style business (like one off projects or contracts), rather than a business that has regular recurring tasks each week and month - which is the style of business that I own. The interface of Plutio is very clean and will appeal to those who like minimalist style task managers. It also has good options to do sprints in projects and trying to get a feel for where resources can be allocated within the business.

Cons

In app communications were not as robust as other software that I have used. I found myself searching for past comments a lot and not being able to locate the information that I needed from the history of the search. Also the invoicing function was a bit too basic for my requirements. I required more options to customize my invoices for each client and I would often find myself taking time to manually adjust the invoices. In the end I moved my invoicing out of Plutio to an external software which specialises in an accounting system.

JL
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James L.

Information Technology and Services, 1,001-5,000 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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It's not perfect, but versatile enough make it your own

Reviewed 4 years ago

I was looking for a solution whereby there is extensive timesheet, task and project feature. I need to manage my internal staff members as well as a large group of technical contractors

Pros

The templates and custom fields had been very useful for us to customize the solution to tailor to our needs. Today we have different types and designs of kanban boards in the projects to suit different project types (Time and Material, Fixed Price, Managed Services, Internal Projects, Customer Support). The timesheet feature is also very robust for us to identify project and task overrun because all of the features can be linked together. Developers are also very responsive to our inquiries and fast to get bugs squashed

Cons

A better mobile app and reporting platform would be appreciated.

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John W.

Internet, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Its getting me better organized

Reviewed 2 years ago

We took a gamble on this product through an AppSumo lifetime deal. The begining was rough but the developers listened to the customers and constantly improved the product. Today it is a very important part of our infrastructure.

Pros

We like the time tracking and billing feature of the product. We have increased our monthly billables by 20% by simply using this software to more accurately track our time.

Cons

Sometimes a specific setting or control is buried on another screen which makes us have to stop the task we are working on to go make a global change.

DS
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Daniele S.

Marketing and Advertising, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Finally I found this software

Reviewed 3 years ago
Pros

The best software born from a company requirement. Not from an idea, not from the customer request, but from a requirement. This is Plutio. The company developed it because all the other crm software in the market are not including all the features. And it works, it works so well that the company choose to sell. And it works! In one place we have calendar, task manager, proposal, contracts, invoice, customer portal, time tracking, chat and an internal Wiki. And it's all working easy and fast. Thanks for this software

Cons

For now, i don't have any cons. It's work so damn fast and easy.

LA
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Laura A.

Marketing and Advertising, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A highly recommend software! You can manage everything easily

Reviewed 2 years ago

Plutio is a very helpful software for businesses. It is easy to use and such a big help for project management.

Pros

An all-in-one software! You can easily manage projects, proposals, and invoices. Plutio has made it easier for us to keep organized. I like how everything is in one place, especially when adding a task and being able add a full description about the task, make comments, and attach files. I like how you may separate the projects by adding more boards or creating another workspace for each client. I also commend their iOS/Android app, which you can access from your phone at any time if you just want to quickly check on the status of a task.

Cons

There is no free version of the software

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Jason J.

Marketing and Advertising, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Very Promising new Project Management Software

Reviewed 5 years ago

I want to love them, but I'm still in the like phase. I think once the product matures just a little more it will be a fantastic product at a very fair price point.

Pros

Plutio looks like a very promising tool for small to medium businesses and solo entrepreneurs. Some of the features they are implementing besides project management are timesheets, invoicing, customer proposals, direct messaging clients, and integrated calendaring amongst others. Customer support is great and very responsive and active in their FB support group.

Cons

Some of the features aren't quite there yet as far as usability and customization. They are a small startup and sometimes slow to roll out the features by the dates they have set on their roadmap. If they want to expand and keep up with the competition they are going to need to grow their internal team to be able to implement the features on their roadmap in a more timely fashion.

SK
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Stratos K.

Design, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One app to rule them all (Perfect app to manage bussiness)

Reviewed 6 years ago

I am a Plutio user for more than a year now. When it started it had basic capabilities for tasks and some basic settings. Since there the developers are working hard to add features, taking ideas from us and improving the app in every way. I could not be happier that bought the lifetime plan when it lunched. I recommend to freelancers and small business .

Pros

The flexibility, the customization and the overall settings that can make Plutio work as you like. It includes tasks list, projects, calendar, proposals, invoices and some more.

Cons

The mobile app is a little slow but they work to improve it

SX
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Sheila X.

Writing and Editing, self-employed

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great all in one software for small busineses or self-employed

Reviewed 4 years ago

Great business software to meet all of your invoices, payments, timesheets, and more!

Pros

I use Plutio for all of my business needs, such as timesheets, invoices, list of clients, payments, and so many more! Fortunately, Plutio UI's has Trello-feel so it wasn't hard to get used to it quickly and hit the ground running with it!

Cons

Sometimes it does it would feel it falls short in a few areas, such as the inability to do a stopwatch within the platform to keep track of the time. I'll like it if I could just start the timer in the software, pause, and then stop when I'm done with working, then Plutio will automatically create a new timesheet based on that.

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Daniel V.

Marketing and Advertising, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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many tools into one place

Reviewed 5 years ago

most of the tools inside are useful for my business

Pros

I like how I can add permission to my clients as well as partners in a project. Massive benefit as they can access and share important info and see all the tasks. Also, the invoicing features which now has subscriptions.

Cons

Often when new features are released something breaks and it can take some time to fix it. However, it always gets fixed but it takes time which can frustrate me sometimes.

RC
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Raymond C.

Retail, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Personal Productivity Tool

Reviewed 5 years ago
Pros

All in one tool for productivity boost! Feature rich to-do list with highly customisable reminder, tags, custom fields. Also, it comes with enhanced features like time tracking, invoicing, multiple calender sync, gantt chart, kanban view, etc.....The app is improving from time to time. Highly recommended productivity tool for personal or for team management.

Cons

There are still some bugs but overall it is improving fast.

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Sasha-Shae W.

Design, self-employed

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent All-in-One Business Management Tool!!

Reviewed 6 years ago

Overall I really enjoy using Plutio, I like how customizable it is and that it's not bloated software, and the interface is nice to look at and use.

Pros

Seriously, loving how Plutio makes it easy to create proposals, contracts, have various templates and task boards for projects. It's simple to get started and the support is also very helpful! The speed at which new features come out is also excellent, and I enjoy that there is a mobile app so we can view tasks/projects on the go and also create items on the go.

Cons

Since it's newer, some features may not be present yet, but they are in progress!!

LD
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Laura D.

Information Technology and Services, self-employed

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great small business management tool

Reviewed 5 years ago

Plutio allows me to manage and track everything going on in my business in one tool. It replaced both Asana and Dubsado, plus gave me even more functionality. I love it!

Pros

I love just how much of my business I can manage using Plutio. Task and project management, client management, invoicing, client agreements and so much more. And they're rolling out new functionality all the time.

Cons

Plutio is still growing, so there are some features that are not currently available - Zapier integration, automated invoice reminders etc. These are on the roadmap so I have faith they will be delivered soon.

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Mubashar A.

Marketing and Advertising, 1-10 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Amazing Product With Lots of Features

Reviewed 3 years ago

I am on a lifetime subscription to Plutio and was actively searching for a product to manage my business processes. I have many but locked in 2 products, Flowlu and Plutio because I was offered a Lifetime deal and good community feedback. I still use Trello as it is super simple and amazing. Maybe I will be completely on Plutio or using Trello in the future, that's to be decided.

Pros

It has not so long learning curve. There are sufficient resources and small video guides to help you get started. What I love the most is simple, clean but powerful UI. That is the sole reason to adopt it over Flowlu, which is another gem to manage your businesses. Project Management module along with workspaces. Very powerful with customization features. Easy to use, re-usable templates with a...

Cons

No integrated E-mail inbox. Competitors like Flowlu have this. Though it is in their roadmap to be launched at the end of 2021. Just like every business, you need to understand it. You need to learn Plutio and it will take some time. You need to pay $30/month, which I think is a little expensive to have all the features which I described above. White label feature available as an add-on, not within the plan. You can't decide within 7 days trial whether it is for your business or not. At least you need to spend some precious hours to put some data and understand all the basic functions essential for your business needs. No native integration with bookkeeping software like Quickbooks or Xero.

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Alfredo J.

Information Technology and Services, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Simple but complete portal for your project collaborators and clients

Reviewed 3 years ago

Right now I’ve been using it with my collaborators with no issues to test things out before inviting clients. I’ve been sending proposals to clients and it has helped close deals.

Pros

I‘ve been able to unify different sales tools to handle tue process of capturing prospects info, creating proposals for them and then creating all the project management boards for follow up. Having used more advanced and powerful software such as clickup, I can see the value in providing a more simple portal for clients and collaborators. There is a lot of features still pending, but the team seems responsive and keeps working to make a better platform. Integrations through their api, zapier and integromat can fill the gaps on functionality.

Cons

My main issues with Plutio are incomplete/incorrect Spanish translations, certain bugs that require workarounds or reloading the page, and mainly a lack of native import functions. The last one can be worked around using zapier/integromat but it still requires you to set things up or pay for these extra services depending on how many records you will be working.

KH
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Kim H.

Marketing and Advertising, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent business management software

Reviewed 3 years ago

I started as a one-woman operation and have tried more than 50 apps. I've used multiple tools to patch together solutions for all of my needs. Plutio has allowed me to bring everything related to running my business into one platform, and has made it easy to grow and scale as I have added team members. They're actually EXCITED to use it.

Pros

Plutio's interface is clean and easy to navigate without being flashy or cumbersome. It's easy to create custom views or set your filters and preferences to make it work however you like. I LOVE having everything in one spot, so it's easy to manage my customer lifecycle. I can send a proposal, get a signed contract, set up payment, send forms, and do everything in one place to manage by business and my team. The development team is highly engaged, looking for user feedback and improving the product.

Cons

Features are solid. The few things that aren't already present are on the roadmap. Sometimes support requests are answered quickly - within an hour or so, but sometimes it could be days. As Plutio grows, I hope to see additional support.

AR
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Verified reviewer

Marketing and Advertising, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Manage most of your business operations in one tool

Reviewed 3 years ago

Having been an early adopter of Plutio, we've seen the product make massive strides forward. In terms of competitors for an all-in-one Business Ops tool, Plutio is well worth your attention. New features get added regularly, and the development team are very actively engaged with their community.

Pros

Plutio is like a Swiss-army knife for your business. If you are a solopreneur or a small team, Plutio offers invoicing, recurring billing, project management, time tracking, customer relationship management, and more. While some of these functions are currently basic, Plutio continues to update their features and clear long-standing bugs. For the price, you should really give it a try.

Cons

The mobile experience is still in beta, and needs much improvement. If you are going to use Plutio, prepare to use it with your web browser. The CRM feature is very basic, and requires use to use a third-party CRM. Hopefully this will be rectified in the future as we enjoy the single interface approach to streamline operations. Additionally, we look forward to Quickbooks integration for accounting.