Plutio
About Plutio
Plutio is a business management software, which helps businesses manage clients, proposals, payments, and other operations via a unified portal. The platform enables organizations to design custom dashboards to gain insights into invoices, signed proposals, new, completed, delayed, and active projects, billable time, and other business metrics.
Plutio allows administrators to create and assigns tasks to members across teams, add colored tags, descriptions, and due dates, attach files, and send automated notifications for status and other task-related updates. Enterprises can generate one-time and recurring invoices, setup payment schedules, define tax rates, accept payments via Stripe, PayPal, or bank account, and receive notifications for paid invoices. Users can also create proposals using a drag-and-drop editor and capture electronic signatures for approval.
Plutio supports integration with various third-party applications like Integromat, Square, Pabbly, Integrately, and more. Other features include customizable templates, real-time alerts, custom fields, canned responses, a chat widget, and surveys.
Images
Not sure about Plutio?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Zoho CRM
Zoho Invoice
monday.com
Airtable
Reviews
Already have Plutio?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Not bad for a project management tool for freelancers
Reviewed on 21/08/2022
I got this tool from a lifetime deal promo so I try to make the most out of the initial investment.
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.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent business management software
Reviewed on 14/07/2021
I started as a one-woman operation and have tried more than 50 apps. I've used multiple tools to...
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.
- Industry: Design
- Company size: Self Employed
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
one killer feature, the rest a mess.
Reviewed on 17/01/2023
The capturing of clients with the proposal>contract>invoice is great and is what got me to use it...
The capturing of clients with the proposal>contract>invoice is great and is what got me to use it in the first place. Once you've got the client, I'd move them on to a different system because Plutio is so flakey. Customer support is poor, taking days or even weeks to get back to you.It's a shame, because it has so much promise, but in the end it over promises and under delivers.
Pros
The automated proposal which when accepted takes you to the contract, which when signed auto generates an invoice based on the options selected in the proposal and then presents it for payment. All in one flow. Now that is slick!
Cons
The bugs! Oh my goodness, the bugs. Plutio tries to do everything, and they don't have the capacity. New features are rolled out with little testing, or changed ins ays that are not backwards compatible with what they've already got. Using Plutio to run your business ends up being a lot of work!
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Exactly What I Was Looking For In Countless Other Project Management/CRM Software
Reviewed on 10/08/2021
I've literally never been so satisfied with a platform as I have been with Plutio. They even help...
I've literally never been so satisfied with a platform as I have been with Plutio. They even help me set it up without charging me. The developers have a pretty aggressive roadmap and since I started using it, they've knocked every new feature out of the park.
Pros
Plutio replaced three separate pieces of software I was using to run my business. I love that I can go from unqualified leads all the way through billing and follow-up with my customers, including contracts. It includes a Wiki, which we use to reference tons of sticky notes and policies within our company.
Cons
If I had to pick anything that I liked least, it would be the form builder feature - not because it doesn't work well, just because I had to use Integromat to change the output of the form to a specific format that I need for my business. It's not Plutio's problem and their webhooks made it easy to set up my solution.
Alternatives Considered
AgiledReasons for Switching to Plutio
I chose Plutio over Agiled mostly because of the support and speed of the platform.- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Tool For Freelancer's And Businesses Alike
Reviewed on 03/03/2022
Overall Plutio is an amazing tool and I'm blown away by all it can do! The white label features are...
Overall Plutio is an amazing tool and I'm blown away by all it can do! The white label features are great to have as well.
Pros
The billing and invoicing features of Plutio are very good! I love that I can send a proposal, the client can sign it digitally and it will automatically generate an invoice after they agree.
Cons
There's not much I dislike about the tool. The lead management features can be lacking at times, but there are templates that you can download to help solve this problem.
Alternatives Considered
DubsadoReasons for Switching to Plutio
The pricing and white label features for Plutio were much better! And the quality for Plutio is great.Plutio FAQs
Below are some frequently asked questions for Plutio.Q. What type of pricing plans does Plutio offer?
Plutio offers the following pricing plans:
- Starting from: US$19.00/month
- Pricing model: Subscription
- Free Trial: Available
Solo - $19/month Studio - $39/month Agency - $99/month Enterprise - Pricing details available on request.
Q. Who are the typical users of Plutio?
Plutio has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Plutio support?
Plutio supports the following languages:
Arabic, Brazilian Portuguese, Bulgarian, Chinese, Czech, Danish, Dutch, English, European Portuguese, Finnish, French, German, Greek, Hebrew, Hindi, Hungarian, Japanese, Korean, Lithuanian, Polish, Portuguese, Romanian, Russian, Serbian, Slovenian, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian
Q. Does Plutio support mobile devices?
Plutio supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Plutio integrate with?
Plutio integrates with the following applications:
Make, Pabbly Connect, PayPal, Stripe, Zapier
Q. What level of support does Plutio offer?
Plutio offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
Related categories
See all software categories found for Plutio.
