Plutio

I used Plutio as a CRM system, to both invoice clients and enter in client's payment details for quick checkout, and for sending of professional-looking contracts. I needed something simple, intuitive and easy to use, which I can access fast on a sales call. Plutio seemed to fill that requirement.

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.

Right now we use Plutio as our main business management workflow software. We use it across our entire organization (Small organization). The problem that it solved was the issue of making sure our projects are on track, as well as sending proposals and managing that process. We used to send the proposal, then get them to approve it, then manually send an invoice and take payments over the phone. Then there was the issue of project management and assigning people to each project and task. Now Plutio helped us automate that process from proposal creation to approval to invoice. This saved us deals and time to follow up on deals.

We manage a number of different projects for different clients. We use Plutio to track milestones for each project, deadlines, and tasks and sub tasks within each project. We use Plutio to assign tasks to team members, to communicate with our suppliers and within our teams. We store account and login information for each client and task.

We use Plutio across the company not only as a complete project management tool, but also as a to do list organizer and reminder tool. There are a lot more ways Plutio can be used but these are the two ways in which we get the most use out of it.

I use Plutio to organize my projects and keep my tasks in order. The way you can customize Plutio to work for your workflow makes it a great tool for anyone that needs project management and team workflow tool. Then you add proposals, time tracking, and invoices and you really have a winner! I use the kanban style tool the most. I have set-up different templates for my different project types. It really makes organizing a project or client workload easy and intuitive.

I use Plutio strictly for my project management needs, including keeping track of work packages and tasks. Also I use Plutio for time tracking. Additionally I use it as an idea board in order to have everything in one place. Other than that I did not yet use all the other functions it provides like writing proposals and invoices - the reason being that I have other dedicated software for that.

We primarily use Plutio for project management, but also occasionally use for invoicing. It is being used by the entire organization. We have found this incredibly helpful for project transparency with clients since it allows clients to both add/edit tasks, view progress, and even comment on specific tasks they have questions about or we need feedback on.

We use Plutio to streamline the onboarding process of our clients to a new project. It starts from preparing a super professional quote, sending out invoices and getting paid to managing the project itself with tasks, conversations, file uploads, time tracking, etc. Plutio is very complete.
It solves the problem of having too many separate systems to do everything (quotes in Microsoft Word, invoices in QuickBooks, task management in Trello, file exchange in Google Drive, etc. etc). This can all be covered inside Plutio.

Plutio is being used to help organize tasks as well as to organize documents needing to be signed and processed by various departments.

I use Plutio with a colleague of mine to help us manage an educational podcast and blog that we host. This is a great management piece, that also shows a progress bar to see where you are, as well as integrate different project lists, checklists, links to other documents, etc. We were using a variety of platforms to help keep ourselves organized as well as track what we were working on and planning. This has since taken over the job of many apps, creating a hub where we can share information, attach documents, delineate assignments, and get notifications.