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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Plutio

    Score8.7 out of 10
    N/APlutio is a project management application from the UK company of the same name, featuring configurable shareable task lists, task notifications and alerts, and a client portal.N/A

    Upland PSA

    Score5.8 out of 10
    N/AUpland PSA helps professional services teams grow their business.

    $15

    per month

    Pricing
    PlutioUpland PSA
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    PlutioUpland PSA
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    PlutioUpland PSA
    Considered Both Products
    Plutio
    No answer on this topic
    Upland Software
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    9 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    9 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    9 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    8 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    9 Answers
    No answers on this topic
    Features
    PlutioUpland PSA
    Project Management
    Comparison of Project Management features of Plutio and Upland PSA
    Feature
    Plutio
    8.3
    12 Ratings
    8% above category average
    Upland PSA
    -
    Ratings
    Task Management10.012 Ratings00 Ratings
    Resource Management7.58 Ratings00 Ratings
    Gantt Charts6.03 Ratings00 Ratings
    Scheduling10.08 Ratings00 Ratings
    Workflow Automation6.95 Ratings00 Ratings
    Team Collaboration10.011 Ratings00 Ratings
    Support for Agile Methodology5.04 Ratings00 Ratings
    Support for Waterfall Methodology8.52 Ratings00 Ratings
    Document Management6.010 Ratings00 Ratings
    Email integration10.09 Ratings00 Ratings
    Mobile Access7.69 Ratings00 Ratings
    Timesheet Tracking10.07 Ratings00 Ratings
    Change request and Case Management9.25 Ratings00 Ratings
    Budget and Expense Management9.53 Ratings00 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Plutio and Upland PSA
    Feature
    Plutio
    7.1
    10 Ratings
    8% below category average
    Upland PSA
    -
    Ratings
    Quotes/estimates7.17 Ratings00 Ratings
    Invoicing8.610 Ratings00 Ratings
    Project & financial reporting7.15 Ratings00 Ratings
    Integration with accounting software5.53 Ratings00 Ratings
    Best Alternatives
    PlutioUpland PSA
    Small Businesses
    Any.do
    Score8 out of 10
    Autotask PSA
    Score7.7 out of 10
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    Planview AdaptiveWork
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlutioUpland PSA
    Likelihood to Recommend
    8.0
    (13 ratings)
    6.0
    (11 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    7.0
    (6 ratings)
    Usability
    9.0
    (2 ratings)
    8.0
    (1 ratings)
    Support Rating
    10.0
    (7 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    PlutioUpland PSA
    Likelihood to Recommend
    Plutio
    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.
    Incentivized
    Read full review
    Upland Software
    We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).
    With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.
    Incentivized
    Read full review
    Pros
    Plutio
    • Task tracking.
    • Assigning tasks with sending notifications.
    • Start and complete the task with the notified team leader upon completion of the task.
    • Different project management.
    • Efficient working with the team.
    • Assign team members to manage the task with full or partial access.
    • Powerful user experience.
    • Set reminders of specific tasks or schedules.
    Read full review
    Upland Software
    • We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
    • Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
    • Tenrox has a great email reminder system for when people need to submit or approve timesheets.
    Incentivized
    Read full review
    Cons
    Plutio
    • While the ability to customize is great, it is a little lacking in the visual GUI department. But thats more of a personal preference than anything else.
    • When choosing dates and times for tasks and projects I think the input method could be a little less clunky.
    Incentivized
    Read full review
    Upland Software
    • Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
    • Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
    • (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!
    Incentivized
    Read full review
    Likelihood to Renew
    Plutio
    No answers on this topic
    Upland Software
    I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
    Read full review
    Usability
    Plutio
    Plutio puts work into real contribution, allowing me to connect with the team with white-label collaboration. It is an all-in-one platform for me to manage all tasks effectively. Consistently, it positively impacts work and overall growth by adding encouragement. It's worth using this tool to keep track of the task and overall development, so sharing positive reviews might be helpful to others.
    Read full review
    Upland Software
    I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
    Incentivized
    Read full review
    Support Rating
    Plutio
    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.
    Incentivized
    Read full review
    Upland Software
    The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
    Incentivized
    Read full review
    Implementation Rating
    Plutio
    No answers on this topic
    Upland Software
    The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
    Incentivized
    Read full review
    Alternatives Considered
    Plutio
    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.
    Incentivized
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    Upland Software
    The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.
    Incentivized
    Read full review
    Return on Investment
    Plutio
    • We landed some contracts on platforms like Upwork, due to the professional image we portray with Plutio
    • Excellent ROI, we save lots of time with this tool
    • Very reasonable pricing for what you get (ROI)
    • More organized in our daily business
    Incentivized
    Read full review
    Upland Software
    • Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
    • We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
    • A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).
    Incentivized
    Read full review
    ScreenShots