Likelihood to Recommend Plutio is great for the individual who is constantly on the go, managing a wealth of online information and projects. I can see those who work in education, such as administration, or technology coaches/teacher coaches using a platform like this to stay organized. Freelance or consultants would also benefit as it can manage your digital self.
Read full review Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.
Read full review Pros Task management is excellent. It can be broken down into so many levels and makes it easy to keep track of what needs to be done. The ability to customize your method of using it is key. Setting it up to both look and work in a way that fits your company and employees is very important and Plutio does this very well. Read full review Ability to collaborate with team members on the same spreadsheet Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.) Ability to send SMS and messages using integration with Twillio and Whatsapp All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s) Read full review Cons The design of the invoices, when I used it, was not as sleek as I would have wanted it to be. There wasn't a proper template that I could use. Similar to the design of the invoice, there wasn't a proper email template I could use. The app itself didn't seem to be very secure, when I used it, it seemed to be buggy/clunky in some areas, not updating properly, etc. When I used this, there wasn't a professional-looking contract, and there was no auto sending of the contract once an action was taken by a client, such as payment. It didn't make for a smooth enough workflow for me. Read full review Implement the same views available on desktop into the mobile app Internal automations (like Airtable) Ability to implement and display info as a dashboard (like Airtable) Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does) Read full review Usability The GUI is not always so intuitive for non IT people, like some customers. The GUI is still being developed constantly. Leo is very committed to taking this platform forward and making it more and more professional
Read full review Support Rating I have only needed to reach out for support once and got a quick response. There was an issue with the Mac app, but I knew it was in beta. Leo, the owner, was quick to reply thanking me for letting him know about the issue, that the Mac app is still in beta, and that I can use the web version in the meantime until the bug was fixed.
Read full review Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).
Read full review Alternatives Considered I have tried Suite Dash, Agiled, FlowLu throughout the process of finding a tool that fits our business the best. Plutio was the easiest to deploy and use by far. The other systems had more features and capability but was pretty difficult to learn how to use and set up. We were up and running with Plutio in a matter of hours with a business process, rather than a spreadsheet and an independent proposal and invoicing process.
Read full review I have also tried Ora.Pm.
Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys).
Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby.
Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.
Read full review Return on Investment This has afforded my colleague and I a place to stay organized and keep track of projects we are working on without losing documents. We have been able to hold each other accountable on tasks we are working on and delegate projects. This has sped up our time in gathering everything we need when meeting or running a show. Read full review Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening. Positive impact on organising challenges so that people feel more connected and supported, leading to future sales. Positive impact on understanding data so that I can use it more effectively. Read full review ScreenShots