We use Plutio for monthly billing of the client. It is connected to our Stripe account and is responsible for automatic rebilling every month. It also created the agreement to begin the billing as well as track the items on the project needed to complete the work.
- Automatically does monthly billing
- Organizes project steps and tasks
- Helps create professional agreements for digital signature
- Better templates for other project types
- Easier tools for creating proposals (the dark look is hard)
- Hook up with ClickUp easier without the expense of Zapier
Plutio is absolutely perfect for the starting out agency that needs to bill clients and keep track of their tasks. It is not suited for companies that need a more detailed project planning application. Which is why we also use ClickUp for project management.