Plutio Reviews

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.

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

All the tools that provide and that cover all the needs for your business

The lack of a proper automation, and you have to use an extra service like zap or pebbly or make

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.

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.

Look and feel are fairly nice. Visually, Plutio is pretty great.

UX issues are never addressed. Bugs last for years. Meanwhile, they've developed live chat and fancy rich text editors that don't address Plutio's core functionality issues.

I love the fact that they have a mobile app. Also that my clients can sign my proposals digitally online with their mobile phones, and also the ability to save my proposals as templates.

They don't currently have the ability when creating an invoice, that some services can be for a monthly as well as one time, or an invoice that will be on a continual basis. But I do believe this is on the road map, as I asked if this could be a feature request.

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.

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.

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 customer support (where the actual CEO will answer your emails and address your concerns!) is great. I am using it to invoice customers, create proposals, and keep track of my active projects. More and more, the processes that I used to handle with several different tools are just grouped in Plutio making my life super easy! Love this tool and I'm sure I'll continue to use it in the years to come.

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.

Over the years, I have used and tested out various project management tools but had trouble getting my team to actual adopt and use the system, until we found Plutio. It has nearly every feature we need and lots more we have yet to even tap into. Features and functionality aside, the support provided by [SENSITIVE CONTENT] and the Plutio team is truly unmatched. You’d be crazy to not use Plutio to manage your agency.

lack of a password management tool built in.

Plutio is such a great tool to be able to manage clients. It's like a Swiss army knife for my freelancing needs.

Having tried a lot of quality competing products and I am stoked with Plutio's feature set, how actively developed it is and its bold roadmap. The growing list of integrations with platforms like Stripe, Zapier and Integrately are quickly making Plutio the perfect app for agencies and freelancers.

I would like to see more integrations and prioritization on the consistent development of important features

As a business owner, one thing that easily gets tiring is having to use multiple different tools that don't sync between each other to keep up with business operations, that's where tools like Plutio come in, a single place to do project management, CRM and keeping track of payments, it's really convenient and having the option to use it the browser or in the phone app, it's really easy to keep up with everything that is going on in my business.

It's really feels like a work in progress tools since some of the functions are not robust enough, especially the CRM part, the current implementation covers the basics but basically any other CRM tool would be way more complete, the only real advantage to using the in built function is that it's well integrated with the other functions so convenience beats overall functions.

Also as a freelance web designer I have to take care of quotes, invoices and project management of course. Plutio combines all this and more. I can easily create really nice quotes, customize them, store contracts, create invoices and much, much more. My clients can access their latest invoices with their own access to the client portal and actively collaborate on tasks or projects. For me, Plutio is a true all-in-one solution that combines pretty much everything I need for my back office.

There are still a few bugs here and there, but these are mostly temporary.

We have been using Plutio for about 3 years now, and it's a tool we use daily for our business. Plutio is not just a project management tool, it's way more than that. You can send proposals, invoices, subscriptions, manage projects with shareable dashboards and everything you need to operate your business.

We are a small design agency, and this app is just perfect for us.

I want to see automations, but Leo (the founder) said they are coming.

They need to add automations to make the workflow easier, also, allow tasks from email. This will make things easier.

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

A better mobile app and reporting platform would be appreciated.

So simple and clean interface. In a couple of minutes, you learn how to use it. They have webhooks!

I would like to have a pipeline for projects.

For a while I've searched for something that would allow me to group several tools into one, and Plutio is it.

Plutio has allowed me to share my process with the client, to create and send both a Proposal and Contract that auto invoices them once they sign it and allows them to pay via PayPal, Stripe, or directly to my bank. File uploads and sharing, messaging, and more.... Honestly it goes way beyond what I would have expected with all the features it has. It really is an all in one management tool for me.

Support is top notch, nothing but praise for them.

My only complaint and it's not an issue, is that I would like to see a little better layout/design of the app dashboard.