Plutio Reviews and Ratings

Rating: 8.7 out of 10

Score

8.7 out of 10

Community insights

TrustRadius Insights for Plutio are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Integration Capabilities: Users have praised Plutio for its great integration capabilities, allowing seamless integration with other systems using easy webhooks. This feature has been mentioned by multiple reviewers and enables users to streamline their business processes and improve efficiency by connecting different tools and platforms.

Project Management Features: According to reviewers, Plutio's project management features are highly beneficial. The software effectively organizes project steps and tasks, making it easier for teams to collaborate and stay on track. This functionality helps create a clear structure for projects, ensuring that nothing falls through the cracks.

Customization Options: Many users have highlighted Plutio's highly customizable nature. This flexibility allows users to tailor their experience according to their specific needs and preferences, adapting the software to different business requirements and workflows. Reviewers appreciate this customization capability as it ensures that Plutio can be personalized to suit individual preferences.

Reviews

13 Reviews

all in one tool to manage, track, and map project progress.

Rating: 8 out of 10

January 10, 2025

Use Cases and Deployment Scope

Plutio is a fantastic solution that improves task and project management for teams and individuals within an organization. It effectively addresses business problems like task tracking and management, team collaboration and management, allows multiple projects to be managed differently, and allows one to assign tasks and notify team members. The scope of using Plutio as a team includes delegating tasks to team members, allowing team leaders to monitor team activities, and managing multiple projects on a single platform to track the progress of each project effectively. It fosters collaboration and transparency while also helping me to demonstrate dedication to work by maintaining organized and up-to-date task tracking.

Pros

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.

Cons

Better UI that makes the latest or new appearance.
The search and filter option is up to the main task; it should be for the sub-task.
Basic file sharing or comment functionality that should be improved.

Likelihood to Recommend

It's best at managing projects on a small or medium scale; managing teams and projects for large-scale projects might be complex. It also works perfectly for day-to-day tasks that aren't dependent; it might be challenging to manage a task that depends on other projects or teams. Another thing is that no automation or anything makes your workflow extraordinary. It's a simple but more likely platform to utilize and track growth.

Nayanaba Gohil

Sr Digital Marketer in Marketing at Meetanshi (11-50 employees)

Vetted Review

3 years of experience

View profile

Plutio - good all rounder for a small business

Rating: 8 out of 10

Incentivized

January 17, 2024

Use Cases and Deployment Scope

Our team uses Plutio for project and task management, client invoicing, subscriptions, proposals and contracts, internal wikis and a client CRM database. For a small business like ours with a few team members, we organise most of our work in here. For some clients, we open up our project boards with a client portal. We have some 3rd party integrations (eg with our accounting software)

Pros

Project and task management
Invoicing
Proposals

Cons

Automations (has been promised but not ready yet)
Support has not always been timely
Better third party integrations & API

Likelihood to Recommend

Plutio is well suited for a small business with 1-5 people but it cannot be used as the sole tool for everything. It is semi-customisable eg. custom fields, but not easily integrated between all the different modules. It probably would not suit medium-large businesses, but I've used it for 4 years and have been happy with it as a sole trader.

Verified User

Consultant in Information Technology (1-10 employees)

Vetted Review

4 years of experience

The best and most affordable agency back office solution for the modern digital business!

Rating: 10 out of 10

Incentivized

June 24, 2021

Use Cases and Deployment Scope

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.

Pros

Automatically does monthly billing
Organizes project steps and tasks
Helps create professional agreements for digital signature

Cons

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

Likelihood to Recommend

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.

Joseph Kahn

Head RankingZealot at Hum JAM in Marketing at Hum JAM (1-10 employees)

Vetted Review

1 year of experience

View profile

Easy to use Business Process Platform with plenty under the hood

Rating: 8 out of 10

Incentivized

June 12, 2021

Use Cases and Deployment Scope

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.

Pros

Project management
Business process management
Its ability to integrate into other systems inherently
Its ability to integrate into other systems utilizing easy webhooks

Cons

The Invoicing within the proposal
Add more Webhooks for deeper integration
More payment options within invoices

Likelihood to Recommend

Plutio is great for any organization that needs a simple, easy-to-use project management system. No technical knowledge required, and simply laid out for simple project management. Great for small companies, and small teams. Also good for creating roles and permissions as well as adding assistants and giving your clients an interface to see the project status and progress. The client portal can white-labeled which makes your organization look very professional.

Omar Abdelrehim

CEO/President in Corporate at A-Z Services, LLC (1-10 employees)

Vetted Review

1 year of experience

View profile

Fairly straighforward task management, plus extras

Rating: 10 out of 10

Incentivized

September 3, 2020

Use Cases and Deployment Scope

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.

Pros

Track tasks.
Deadlines and alerts.
Progress within a project.
Highly customizable.

Cons

Calendar function shows ALL tasks, not ones that are open or that are upcoming.

Likelihood to Recommend

Very good for a big team with disparate tasks within a project.

Not that great for task management for a small team of only one or two individuals.

Great at customizing--you can build out your tracking as deep or as shallow as you wish, do whatever makes sense to you.

Michael Naylor

Internet Marketing Consultant in Sales at Standout with WSI (1-10 employees)

Vetted Review

1 year of experience

View profile

Plutio is a fantastic project and task management tool for startups and small businesses

Rating: 10 out of 10

Incentivized

January 22, 2020

Use Cases and Deployment Scope

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.

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.

Cons

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.

Likelihood to Recommend

Plutio is perfect for small, flexible companies. It makes keeping track of projects, timelines, tasks and any other "to do" items easy and manageable. Everyone on the team can be kept in the loop (or everyone that's supposed to be kept in the loop, while others needn't be) on what's going on at any given time. While it can definitely handle larger teams and larger organizations as well I feel as though it would really require someone taking the time to truly customize it to fit the way the company works.

Verified User

C-Level Executive (1-10 employees)

Vetted Review

1 year of experience

Plutio is a great project management tool with a great team!

Rating: 10 out of 10

Incentivized

January 10, 2020

Use Cases and Deployment Scope

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! <span style="font-size: 15px;">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.</span>

Pros

Kanban organization.
Task management.

Cons

Onboarding could be more helpful.
Time tracking is improving, but could use improvement.

Likelihood to Recommend

If you manage a team, multiple clients, or just like being organized with your work, Plutio can help you succeed. Plutio is always improving and the development team does a good job of communicating what is happening with the future of the tool. <span style="font-size: 15px;">If you want a project management tool that can help you get your work done, Plutio is wonderful!</span>

Dustin Day

Director of UX development, social media and SEO/SEM in Marketing at DFT (a number of local companies under one umbrella) (1-10 employees)

Vetted Review

3 years of experience

Verified on LinkedIn

Plutio is a very inexpensive software suite that absolutely delivers on its promises

Rating: 10 out of 10

Incentivized

January 10, 2020

Use Cases and Deployment Scope

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.

Pros

Structuring your to-do's.
Collaborating with your team members.

Cons

UI on some parts could be optimized.
Translations (in my case German) is unusable with clients.

Likelihood to Recommend

Plutio is very well suited for everything that is project-related and where you need to keep track of your tasks and also how much time you spend for them. Additionally, it is a whole suite for every small business, from writing proposals to contracts up to invoicing the client after the end of the project.

Thomas Schuller

Owner at CONVERTS (1-10 employees)

Vetted Review

1 year of experience

View profile

The best PM system with benefits you didn't know you needed

Rating: 10 out of 10

Incentivized

January 9, 2020

Use Cases and Deployment Scope

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.

Pros

Multiple foundational business tools all in one system.
Great project management system.

Cons

Small issue, but when you open a task in order to close it you have to click the X icon, instead of just clicking in the background to close it.

Likelihood to Recommend

Plutio is great if you need to customize projects that have different groups of tasks, or even if you want a simple project management system. Instead of just having a typical kanban board to do, in progress, and done, you can split out multiple boards within the project using the kanban system. For example, you can have a board for development, board for marketing, and board for operations, each with the kanban style of to do, in progress, and done, within an individual project. This allows for more customization, as well as the organization in projects.

Christopher Page, MBA

Owner in Marketing at LaunchGo, LLC (1-10 employees)

Vetted Review

2 years of experience

View profile

Straight-forward, easy and fast CRM

Rating: 9 out of 10

Incentivized

September 17, 2019

Use Cases and Deployment Scope

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.

Pros

It's quick and intuitive, easy to set up.
I can invoice in different currencies easily. This is much needed in international business.
Simple invoicing and straight-forward onboarding.

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.

Likelihood to Recommend

If someone wanted to use an easy, no-frills, straight-forward CRM that does the job well, use Plutio. I truly appreciate that Plutio has the option to charge in different currencies where other CRM don't. If you care more about professional-looking aesthetics and a beautiful layout, you might want to try using another CRM.

Verified User

Director in Professional Services (1-10 employees)

Vetted Review

1 year of experience

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Reviews and Ratings

all in one tool to manage, track, and map project progress.

Rating: 8 out of 10

January 10, 2025

Use Cases and Deployment Scope

Pros

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.

Cons

Better UI that makes the latest or new appearance.
The search and filter option is up to the main task; it should be for the sub-task.
Basic file sharing or comment functionality that should be improved.

Likelihood to Recommend

Nayanaba Gohil

Sr Digital Marketer in Marketing at Meetanshi (11-50 employees)

Vetted Review

3 years of experience

View profile