Plutio

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

    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!

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