- Many great Features
- Live chat integration
- Wiki / Knowledgebase
- Mobile app
- Whitelabel paid add-on
Plutio is a project management software, customer management with a quotation and invoicing part. It is possible to use Plutio on your Chrome browser, Windows or Mac software as well as via their mobile application!
Plutio was born out of frustration trying to run a freelance business using multiple apps.
Plutio was created by a young entrepreneur named Leo Bassam who started working as a freelancer when he was only 15 years old. His first client was Dubai International Airport.
However fun and satisfying freelancing can be, Leo had to constantly jump between apps, duplicate data between apps, pay multiple subscriptions, and then use even more apps to “connect” them all together.
So he decided to build Plutio when he realized that fellow freelancers all over the world faced similar hurdles.
Plutio is the most intuitive and deeply customisable platform you will ever need to start, run and grow your business.
To be completely transparent, the Ciroapp managers also use Plutio because it is for us the software which corresponds perfectly to our needs. This allows us to make a perfect review.
Plutio has a lot of features and more features are added over time. It is therefore possible that we missed some or that new ones were added.
Projects & Tasks
It is possible to create different projects and tasks to organize your work. Usually you will create a project and then add tasks inside, you can benefit from already made templates to save time. At the project level, you can track your progress with the progress indicator, add custom fields, define an hourly rate, organize your projects with different tags…
You can manage and view your tasks in different ways. It is possible to display them as a list, a kanban or a calendar. You can set up a reminder system, repeat a task and delegate the task to someone.
The time tracking feature is really useful and sometimes missing in some other project management software.
With Plutio, it is possible to determine an hourly rate and apply it to the project. If you have a customer who pays you by the hour, you can create one or more tasks, start the timer and when it’s done, you stop the timer and send the invoice to your customer.
If you work for clients, managing the invoicing and quotation part can be tedious, difficult and expensive.
In addition, they are usually quoted in PDF format, not very well arranged and generally ugly. The customer also has to print it out to sign it, then scan it and return it.
This is time-consuming and not very environmentally friendly. In addition, you will have to wait for the customer’s bank transfer, which can take several days.
Thanks to Plutio, you can send the quote with a link, so the quote is available on smartphones and computers. The customer can then choose different options and services and sign the quote. Then, if you have set up PayPal or Stripe, the customer can pay directly.
If you wish, after the customer’s payment, a project and the invoice can be created automatically. In the near future, there will be the possibility to offer subscriptions, this can be useful if you want to invoice a recurring service to your customer.
You will also be able to push automation to the maximum by using Zapier to connect Plutio with other software.
Nota: When someone open the quote, you will receive a notification.
If your invoices are not created automatically, you can create them manually. You can also define recurring invoices.
Contracts are very important to protect you and your client as well. You may therefore need to draw up a contract for your future clients. These can be added to quotes and invoices and can be signed electronically! In addition, you can benefit from pre-designed templates
In the “people” section, you can find your customers and your team. On each of them, you can find the history of conversations, projects, tasks and more.
When interacting with your customers, it can quickly become complicated if you are chatting via whatsApp, email, and several other platforms at the same time. It’s best to keep a history of conversations and centralize everything in one place. This also applies to the exchange of attachments and various links.
This feature is great and is not present in most competitors. You can add a live chat where you want: On your website, on a quote, an invoice… At any time the customer can chat with you!
What a nightmare it is to have to repeat the same thing several times to your client because he has forgotten what you told him. What if for most clients you tell and teach them the same things? This knowledgebase system will help you save time and better organize your work and that of your client.
What a joy to have such creative freedom! Thanks to Plutio’s Page Builder, you can organize your Wiki the way you want! Add images, text, bulleted lists, drawings, videos…
Forms & Surveys
It can be interesting to know the opinion of your customers by creating a survey or to collect images or information for the elaboration of a project, the possibilities are endless!
Look at all available fields! You can ask customers to choose between several images, choose options, log in with the slider function, add a file and sign electronically to prove their identity.
Here are the various possible integrations with Plutio. As you can see, there is Zapier, so you can connect hundreds of applications and software with Plutio. Stripe and PayPal are currently the only integrated payment gateways.
We haven’t tried to integrate or automate Plutio yet because we don’t need it yet.
Branding / White label
Make Plutio disappear!
What if someone told you that you could get this software as a white label? Wouldn’t that be great?
You can change the name, change the colors and the logo. It is also possible to put your own domain name and email address!
Nevertheless, as you can see on the images above, this feature is not free. You will have to pay $9/mo extra. However it is not very expensive if it makes you look more professional and improves your reputation.
There is a library of different templates mostly created by Plutio clients. You can use them for free or you can create templates yourself to automatically reuse them for projects, quotes or other.
Add and arrange shapes, icons, text and images however way you want in a feature-rich canvas to create any design element or layout.
With the blocks based drag and drop editor, your experience is intuitive and consistent weither you are creating a proposal, an invoice or a contract.
Easily change background colors, adjust padding or add shadows without a single line of code. You are in full control of how everything looks and feel.
Your page will be fully responsive and will display well on a smartphone.
Unlike many of its competitors, Plutio is multilingual! Each client can also define the language of its interface. Indeed, Plutio is available in 25 languages, including Spanish, Hebrew, Arabic, French and Japanese.
As you can see on our screenshots, there is the “dark mode”. This allows you to rest your eyes.
Daily emails + activities feed.
Receive alerts about tasks to be completed or overdue and view the activities of your customers and your team.
Computer and mobile apps.
You can download and use Plutio on your smartphone and on Windows/Mac with their software.
Swiftly manage and switch between workspaces from one login. But obviously you will have to subscribe and pay for each workspace.
If you plan to use Plutio for your personal projects, the Solo plan may be just right for you. You will benefit from all the features of Plutio for only $15/month or $150 per year!
If you work alone for several clients, the Studio plan is tailored to your needs. It will cost you $20/month or $200/year.
And finally, if you have a large team to manage, you will need the ability to invite contributors to manage your various clients and projects. That will cost you $30/month or $300/year.
Oh! Of course, if you need the white label features, you will have to pay $9/ month extra.
Frequently Asked Questions
What is Plutio?
Plutio is a Project Management software. You can manage many projects, create forms and surveys, track time, create online proposals, and get paid with professional invoices. Learn more about Plutio
Is Plutio the best solution for Project Management?
We can't answer to this question without knowing your needs. However, you can read our review about Plutio or contact us directly and we will help you.
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1 review for Plutio – Project Management + Billing