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Plutio

Manage projects, communicate with clients, share files, create proposals, send invoices, and get paid—all from one app

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Freelancers and small businesses: when it comes to management software, you get the short end of the stick.

You either have to overspend on software that's way out of your league, or you have to painfully juggle a ton of individual tools. ("With my awful hand-eye coordination, I’m glad they’re digital.")

But that ends today.

Meet the answer to all of your business management problems: Plutio.

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Featured on FiveTaco

TL;DR

too long didn't read
Run your entire business from one centralized and deeply customizable platform
Alternative to: Basecamp, Asana, Trello, and Dubsado
Stay on top of your accounting with winning proposals, invoices, and billable timesheets
Best for: Freelancers, small teams, and project managers looking for an all-in-one solution to manage their business

Overview

Plutio allows you to manage your business from A to Z on one intuitive, centralized, and deeply customizable platform.

Because freelancers and small teams have a metric ton of things going on, Plutio made sure to build their product with the UX as simple and friendly as possible.

Plutio's clean dashboard lets you access everything you need to complete your projects in one place, from tasks and time tracking to files and discussions.

You’ll be able to customize workflows, set start and due dates, and communicate with everyone involved, so you always know who’s doing what and where they stand.

You can also upload and manage project assets, so nothing gets lost in the noise.

Project management displays

Get everything you need to manage your projects in one place!

Thanks to a feature-rich inbox, live chat, and built-in discussion board, you can communicate with everyone involved in the project through real-time messaging and integrated emails.

Plutio gives you access to a powerful CRM that helps you build better relationships with the ability to invite your leads to collaborate in real-time!

In your CRM, you can add profile notes, log and schedule calls, input custom fields, and more.

You’ll also be able to build interactive dashboards with rich content, interactive charts, and metrics, plus branded client portals that let clients participate or just watch project progress.

Customizable dashboards and client portals

Create fully customizable dashboards and client portals with rich content, interactive charts, metrics, and more!

Plutio makes sure that you get paid that cash money with proposals, time tracking, and invoices, all built into the platform.

Create proposals in minutes with a simple-to-use drag and drop editor. Send ’em to clients to sign electronically and track when they’re opened, signed, and paid.

When you begin working on a task, fire up the time tracker. Each project includes an editable, downloadable, and printable timesheet, making it easy to bill for tracked time.

Plus, sending invoices is a breeze. You’ll control everything in the invoice from due dates to footer notes to applying discounts and tax rates.

Plutio offers multi-currency support and payments can be sent to your Stripe, PayPal, or bank account.

Proposals with e-signatures

Create stunning proposals, legally binding contracts, and professional invoices.

Client and audience feedback is essential to growing your business. Plutio makes it easy to create engaging forms and surveys, so you can easily collect the information you need.

These stunning and responsive forms can be shared online using a link or embedded anywhere.

Want to wow your clients with the beauty of your brand?

The platform is even fully white-labeled, letting you set your own interface colors, connect your custom domain, email address, and so much more.

Shareable surveys

Collect information in style with engaging forms and surveys that can be shared through a link or easily embedded.

Freelancers, Plutio knows how hard you work on your business.

That’s why they want to do their part and lighten the load for you. (You may even get to finish that 4,000-piece jigsaw puzzle you ordered last year.)

Manage your entire business from one dashboard.

Get lifetime access to Plutio now!

FounderFounder

Updates from Plutio

July 13, 2021

Posted Feb 9, 2023

July 16, 2021

Posted Feb 9, 2023

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Questions
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Questions & Reviews

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Showing 5 of 284 questions

Q: I have been asking for this deal back, and I'm still asking today!

Please, bring PLUTIO back quickly! I imagine it would immensely benefit my client interactions positively, in my crowded industry segment. Other products on the market do not cut it for me when compared with it so I'm keeping my fingers and toes crossed that this deal comes back really soon.

I hope the Plutio team sees and acts on this ever so kindly (and hastily)!

HeadHonchoJan 28, 2022
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Q: Wedding & Event Booking Business Use

Can I use this app for my wedding ceremony & event booking business?

I need to custom:
1. The scheduler confirmation that says "Your meeting with is confirmed" to "Your booking with [Project name] Confirmed", Ideally. Just: "Your booking is confirmed: I do not want to use my company name here as it is different than the sub business and I do not want my name on here either.
2. I need to set the exact event bookings available. Ex. Saturday: 1-3:30pm & 4:30-6pm
3. A category booking for zoom meetings for meeting the couple.

s.postmanDec 23, 2024
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Q: I can't wait for this to be back, anyone has any idea if it will?

Khaled.Mo.AdelJun 13, 2024
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Q: Do you plan to include an integration with whatsapp in the short term?

nowadays all my customers send their orders by whatsapp because of the ease it offers them. It would be great to know your plans regarding whatsapp.

rhsJul 19, 2021
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Founder Team
Leo_Plutio

Leo_Plutio

May 14, 2024

A: We do, yes.

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Q: 👋Hey everyone, Leo here, founder of Plutio.

Plutio was born out of frustration trying to run a freelance business using multiple apps.
It all started around the time I discovered freelancing back when I was 15, with Dubai International Airport as my very first paying client.

However fun and satisfying freelancing can be, I had to constantly jump between apps, duplicate data between apps, pay multiple subscriptions and then use even more apps to “connect” them all together - I was sunk in a productivity maze, which pulled me back from growing the business.

So I've decided to build Plutio when I’ve come to realise that fellow freelancers and small businesses all over the world faced similar hurdles.

It was 2017 when Plutio first launched out of beta in partnership with AppSumo with a vision to become the complete suite of tools you will ever need to start, run and grow your business.

The overwhelming support and love we’ve received has fuelled us through the past 5 years, as we build on our promise. And here we are today, 5 years later, coming back to you stronger than ever.

From a team of ONE to a team of 5 super passionate people.

From a community of just a few hundreds to a strong global community tens of thousands of business owners.

From a basic tool to a fully featured and robust platform.

Today with Plutio you can manage projects, communicate with clients, share files, create proposals, send invoices and get paid, plus so much more - all from one app. Plutio is incredibly customisable and deeply personalised, so you can be sure it works your way, not the other way around.

Here's just some of what you can do with Plutio today:

✅Interactive Dashboards: Create fully customisable dashboards and client portals with rich content, interactive charts, metrics and more.
✅Easy Project Management: From tasks and time tracking to files and discussions, everything you need to complete projects in one place. Our tasks system is incredibly flexible and have multi task boards, tags, custom fields, comments and more.
✅Painless Time Tracking: Track and bill for your time from anywhere. Visualise everyone's time entries in a powerful time-sheet.
✅Professional Invoicing: Send invoices in minutes, track when they are opened and get paid swiftly through a variety of payment methods like PayPal, Square and Stripe. We support one-off invoices, instalments, and recurring billing.
✅ Winning Proposals: Create eye-catching proposals and legally binding contracts using an intuitive drag and drop editor. Track when they are opened and signed.
✅ Feature-rich Inbox: Communicate with anyone in your business through real-time direct messaging, group channels and project discussions.
✅ Engaging Forms & Surveys: Collect information through beautiful and responsive forms that can be shared online using a link or embedded anywhere.

Leo_PlutioJul 13, 2021
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Founder Team
Leo_Plutio

Leo_Plutio

May 14, 2024

A: Plus so much more such as: themes editor, calendar, files system, build-in design editor, API, integrations with Zapier, Integromat, Stripe, Square, PayPal, and more.

You can see our roadmap at https://roadmap.plutio.com for a deep overview of the features we're currently working, but here is a quick sneak peek:

[soon]⁠ Automation (it is so powerful you are mind is going to blow)
[soon] Scheduling
[soon] CRM
[future] Marketing tools
[future] Built-in emails
+ so much more....⁠⁠

So, come along and join us in an existing journey to build the most streamlined way to run your business and get work done!

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