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Plutio

Software for managing projects, payments, tasks, and teams

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Plutio Reviews

Overall rating

4.6

/5

156

Rating criteria

  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.79/10

Reviews by rating

Pros and cons

This is a great tool when you have too many projects to keep track of. It is great when you want to invite clients to review your progress or allow them to input any changes.
Using one tool instead of 5-6 is a lifesaver both in terms of winning some time back (because you don't have to switch from tool A to tool B all the time) and saving some $ on subscriptions.
Overall I am very happy with Plutio and I have used it for almost a year now, and my clients are very impressed with Proposals made in Plutio.
Absolutely terrible customer service, only receive automated emails and responses about an issue of receipt. Dozens of attempts to contact the company only to be blown off by automated responses.
There is no way to prioritize tasks other than assigning due dates. For a lot of my tasks there were no specific due dates.
I made a mess and I couldn't login anymore. Trying to reset the password didn't recognise the old or the new email and I didn't appear that the url had changed either.
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156 reviews

Recommended

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Kimberly C.

Writer/Editor

Management Consulting, self-employed

Review source

Overall Rating

Plutio is a terrific customizable project management tool

Reviewed a year ago

Transcript

Kimberly: Hi, I'm Kimberly. I'm a certified online business manager. I give Plutio a four out of five....

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Andrew J.

Managing Director

Business Supplies and Equipment, 1-10 employees

Review source

Overall Rating

Blown Away

Reviewed a year ago

Transcript

Andrew: Hi, my name is Andrew. I'm managing director of my business. I rated Plutio five out of five...

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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 4 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.

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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 2 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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Josh Bernthold, S.

Marketing and Advertising, self-employed

Used daily 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 but not quite Great... Yet

Reviewed 4 years ago
Pros

I love the idea of Plutio and how it does have a plan to be a really great tool with all the features that are pre built in with the software. So many awesome things packed into one place.

Cons

It lacks some key integrations that other platforms have. Currently there is no Zapier integration to make this software do more powerful things but it is on the map. I may revisit Plutio after this and the software becomes a little more stable and less buggy.

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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 2 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 4 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

Review source

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 a year 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 2 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 10 months 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.

CC
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Clarence C.

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 recommend10/10

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It just gets better and better!

Reviewed 6 months ago

I got Plutio some time ago, I got to be honest that in the beginning when I got it about nearly 2 years ago, it wasn't exactly very friendly, and the learning curve is rather steep. However, they have constantly been releasing new updates and improvements for their online app that had really left a great impression on me! I personally feel that the team makes great efforts to ensure that all the issues/feedback that is provided by their clients are solved and met in a timely matter. I HIGHLY recommend Plutio for anyone who is looking forward for a good and brilliant CRM!

Pros

I love how the software allows me to manage all the projects and tasks of my team members using a simple checklist method.

Cons

THe learning curve of the product can be a little steep for people who aren't exactly tech savvy.

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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 4 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.

LC
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Lili C.

Photography, 51-200 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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Great Value & Customer Support

Reviewed 4 years ago

Great experience!

Pros

It takes care of what it needs to take care of (managing freelance operations, in my case) without extra fuss or added complications in the process! I git one of the lifetime plans from AppSumo and I'm glad I did. Tracking time within it has been very helpful as well, making me realize how much I'm making per hour (which, in turn, helps me price my services better). The tool keeps evolving, and the...

Cons

I know there are a number of things missing but I was able to work around anything that I was not getting directly from Plutio (such as recurring invoices) via the calendar. I wish there was a way to either integrate Calendly to Plutio, or create a kind of "live" timeslot for clients to ask for meetings and calls. That and managing my emails through the app would be the only two things missing from it to make me use it 100% of the time and not even need other applications or software accesses. However, I don't mind keeping my emails apart from it since I feel it helps me pace my work better.

EO
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Elizabeth O.

Accounting, 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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Plutio is GREAT

Reviewed 2 years ago

We use Plutio to track projects, send proposals, contracts and invoices.

Pros

The very best thing about Plutio is the customization and creator support. They are always very responsive.

Cons

Nothing! It has been great so far and watching it grow and evolve.

MA
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Marlys A.

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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Helps me keep track of just about every task on a daily basis

Reviewed 2 years ago

I definitely wouldn't want to go back to pre-Plutio days! Plus I know there are many more features that I haven't even explored yet.

Pros

For years I've tried to find a tool I could use for project management and to-do lists. Now that I've found Plutio, I have so much more than that! I create boards to manage my podcast episodes & interviews, events I'm organizing, products I'm developing, and so much more. It's become my "brain dump" for nearly every project on my calendar.

Cons

It was a little difficult to get things set up initially, but the software has evolved so much since then that I doubt new users feel that way.

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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 2 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.

AR
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Verified reviewer

Entertainment, 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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Dream Service

Reviewed 4 years ago

I've had this app for about 2 years sitting in my app collection box. This year, i've FINALLY decided to use it. And I am SO glad that I did. It's so easy to track all the systems I am creating in my business in one convenient place. Recently I had a question and the answers were given so quickly. Customer service is so personable and they are quick to help you get your issue solved. They're always open to letting users know what's in the timeline in our facebook group and ask us often what we really would like to see in the app.

Pros

Customer service is AMAZING Love the color scheme You can create proposals right inside the app They have a handy mobile app Creating projects is easy

Cons

I'd like to be able to send agreements to clients independent of a proposal. I know this is something they are working on, though

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Darryl D.

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 recommend10/10

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Great for tracking all my projects

Reviewed 5 years ago

I run a Digital Marketing Agency and use Plutio to keep track of various projects, duties and stages of completion. I can create customer task boards for repeated projects and easily move my jobs from one status to the next and back if needed. All the while, I can track the work at various rates of pay and charge my clients accordingly. This software MAKES me money.

Pros

template create, timesheet & reminders, ease of use

Cons

kind of basic UI, I'd prefer more aggressive integrations- i.e. when opening certain software, plutio asks to start time clock

Vendor response

Thank you so much for the amazing feedback Darryl! Regarding integrations, we agree with you and its why we have been working on our public API! Our API is very close to be released and it will open the doors to unlimited possibilities. We can't wait :)

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Leonardo W.

Internet, 1-10 employees

Used daily for 1-2 years

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

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An Essential PM Tool

Reviewed 4 years ago

I am very happy with Plutio, nothing to say

Pros

Plutio is not just a project management tool, you can use it to manage multiple projects, send proposals that will accept digitally signed and biding contracts, send invoices, charge customers and [SENSITIVE CONTENT HIDDEN] even added a bot and inbox system to deal with customers. Is possible to have a customer portal and invite people to work with your project. It's a really powerful tool, and [SENSITIVE CONTENT HIDDEN] is an awesome developer!

Cons

It would be nice to have files to email, where the customer would be able to send files to us, using just the email.

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Joon K L.

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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Great All-In-One Agency Management Tool

Reviewed 3 years ago

My workflow was comprised of various SaaS tools for each task, such as proposals, invoicing, project management. I had to log in to over 6-7 apps to go through my tasks. Switching to Plutio allowed me to merge all of them into one, saving my team a lot of time.

Pros

It is very easy to set up and use. It's been around for a few years and the team is always updating and working on the platform. Everything works smoothly. All of the features, including project management, allow you to work inside one portal.

Cons

It is very simple and basic - which is great when you are starting out. It can be difficult to scale if your processes become more complicated. Proposals and contracts are also very simple and basic, but it works.

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Michael H.

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 recommend9/10

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Great all in one business manager for startups

Reviewed 4 years ago

We use Plutio in our agency to track our time per project (timesheets), generate recurring invoices for some clients, project management, and a lite-CRM. It does a great job of bringing all of these things under one roof, so there's only one subscription to manage ever month!

Pros

Plutio is essentially the swiss army knife for startups. The Kanban boards are comparable to Trello, Invoicing is quite robust with payments, and recurring invoices. Time tracking per project is great, and works wonderfully for managing hourly/cost budgets. Best of all, Plutio is quite cost effective for teams, with the base package allowing up to 5 users. Even the solo/freelancer tier is very generous. The UI/UX throughout the app is also A1. All of our staff members had no issues switching over from other softwares and getting the hang of Plutio within 1 working day.

Cons

There isn't a whole lot to dislike about Plutio. Feature-wise, it'll fall a bit short in some places when compared to standalone competitors (ex: Timesheet functionality compared to Harvest, etc.).

PC
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Phillip C.

Design, 1-10 employees

Used daily for 1-2 years

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

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TIme-saving Tool for Local Business

Reviewed 4 years ago
Pros

We are a small local business and Plutio helps to manage our projects, proposals and invoices easily under one platform. Our favorite features is the ability to invite teammates (aka suppliers) and to create custom fields for specific templates as required for our business needs. Simply love the flexibility and yes, they're always in active development.

Cons

Plutio is truly a near all-in-one business management tool and for the subscription price, there's nothing for us to complain about

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 4 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.

AR
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Verified reviewer

Higher Education, 501-1,000 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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Plutio: A One Stop Shop Solution

Reviewed 4 years ago

Plutio has been part of my software arsenal for just a matter of months so far; I haven’t quite committed to it whole-heartedly in my day job in higher education, but I keep it open on my desktop and utilize it for jotting quick tasks that follow me around on my various devices. I plan on moving my wife’s small service business to Plutio when the subscription runs out on another SAAS service, so I’m a believer in what the developers are up to and where they are heading.

Pros

Right out of the virtual box, Plutio is really adept at managing a growing business, with links to projects and tasks, proposals, invoices and time-tracking, along with links to your calendar(s), contacts and more. It is clearly an overachiever.

Cons

With its broad approach, it can be hard to be the best-of-breed in so many areas, and the danger is that the user will get stuck in Plutio-world while the real world passes them by. To their credit, however, the developers are constantly adding features—including integrations to those other “best-of-breed” products and services.

LD
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Laura D.

Information Technology and Services, self-employed

Used daily for 6-12 months

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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 4 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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Sasha-Shae W.

Design, self-employed

Used daily for 6-12 months

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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 5 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!!

Pv
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Peter v.

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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Absolutely just what i was looking for

Reviewed 5 years ago

Just started and it was very easy to setup my company and branding. Easy to understand even with all the features provided (well done)

Pros

Really easy to use and customize (with white label paid add-on even better). If they continues with the pace of updates like they did the past year then this product is hard to beat. The roadmap looks very promising but Plutio is al ready very feature rich and has almost all i need to start my small business. No need for a few different products to be able to have the same productivity. Hope you get enough paying customers soon to expand your team and business and be able to add even more updates and integrations.

Cons

Hope that all future updates will be available in my 2018 black friday deal and not as a separate payable add-on like the white label add-on. There might be a risk that his small business and startup target group cannot afford it anymore and get disappointed.