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 TaskRay is a great solution for small to medium sized businesses running multiple projects at the same time. It is very cost effective and their development team is actively adding new functionality regularly. If you prefer working from a tiled Kanban board view, this is highly worth evaluating.
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 Onboarding Templates Scheduling Onboarding tasks and assignments to client and employees Creating project logs so that everyone knows what is being worked on 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 Unfortunately TaskRay does not allow us to share templates externally with customers. We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect. Read full review Likelihood to Renew It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately
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 Easy Easy Easy to use
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 I have not had many support issues but when I have, they have been courteous helpful, and solved the issue
Read full review Implementation Rating Again, just like the app, the implementation was very easy.
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 We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.
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 It was highly effective in organizing projects and sprints. Time cards were easy to manage. TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications. Read full review ScreenShots