Plutio - good all rounder for a small business
Our team uses Plutio for project and task management, client invoicing, subscriptions, proposals and contracts, internal wikis and a ā¦
Overview
What is Plutio?
Plutio 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.
Recent Reviews
Popular Features
- Invoicing (10)8.686%
- Document Management (9)8.080%
- Team Collaboration (10)8.080%
- Task Management (11)8.080%
Reviewer Pros & Cons
Pricing
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What is Plutio?
Plutio 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.
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Tech Details
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What is Plutio?
Plutio Video
Everything you need from projects and tasks to proposals and invoicing, all in one intuitive and deeply customizable platform. No more multiple subscriptions and juggling between apps.
š Start your 14-day free trial today, https://plutio.com
Plutio Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
Plutio 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.
Reviewers rate Budget and Expense Management highest, with a score of 9.5.
The most common users of Plutio are from Small Businesses (1-50 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Plutio has proven to be a valuable tool for many users, streamlining various aspects of project management and business operations. With its automation capabilities, Plutio helps users save time and keep projects on track by automating the creation and approval of proposals, sending invoices, and managing payments. This not only eliminates manual tasks but also ensures efficiency in project workflows.
One of the key use cases of Plutio is its customizable workflow and kanban-style project management tool. Users can easily customize their workflow according to their specific needs and use the intuitive kanban board to organize projects and tasks seamlessly. This feature makes project management more efficient and enables users to stay organized throughout the entire project lifecycle.
Another major benefit of Plutio is its comprehensive features for quotes, invoices, task management, and file exchange all in one platform. By eliminating the need for separate systems, users can streamline their processes and have everything they need in a centralized hub. This saves time and effort by providing a seamless experience for sharing information, attaching documents, assigning tasks, and receiving notifications.
Additionally, Plutio's transparency feature allows clients to actively participate in projects by adding, editing, and commenting on tasks. This level of collaboration enhances communication with clients, promotes valuable feedback, and strengthens client relationships.
Users also value how Plutio serves as a versatile tool that can meet different organizational needs. From project management to-do list organizing, reminder tool functionalities, or even serving as a CRM system for invoicing clients and managing payment details ā Plutio offers flexibility across various domains.
Overall, Plutio's ability to streamline workflows, automate tasks, enhance collaboration with clients, and provide comprehensive features has made it an invaluable tool for many businesses across different industries.
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.
Limited customization options: Some users have expressed dissatisfaction with the limited customization options available in Plutio. They feel that while the ability to customize is great, there are certain areas, such as the visual GUI department and email templates, where more flexibility is needed.
Inefficient task management: Several reviewers have mentioned that they find the task management process in Plutio to be inefficient. They specifically mention the inconvenience of having to click on the "X" icon to close a task instead of being able to click anywhere in the background. This small usability issue seems to hinder their workflow and make it less smooth.
Lack of seamless integration: A number of users have highlighted the lack of seamless integration with other platforms in Plutio. They suggest integrating with popular tools like Google Drive for quicker and easier document management. Additionally, some users find the chat feature cumbersome and suggest a more open and fluent design for improved collaboration within projects.
Attribute Ratings
Reviews
(1-6 of 6)Companies can't remove reviews or game the system. Here's why
January 17, 2024
Plutio - good all rounder for a small business
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)
- Project and task management
- Invoicing
- Proposals
- Automations (has been promised but not ready yet)
- Support has not always been timely
- Better third party integrations & API
September 10, 2021
Straight-forward, easy and fast CRM
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.
- 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.
- 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.
June 24, 2021
The best and most affordable agency back office solution for the modern digital business!
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
January 10, 2020
Plutio is a great project management tool with a great team!
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.
- Kanban organization.
- Task management.
- Onboarding could be more helpful.
- Time tracking is improving, but could use improvement.
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.
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.
- Whitelabeling
- Quotes and Templates
- File exchanges with comments
- Translations
- File sync client for local PC
- Some customers have a hard time registering
February 27, 2019
Manage Your Digital Self in one Central Hub
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.
- The project board gives you a space to organize your various projects or outlets on one screen to help manage. These show as sticky note styled blocks on the page. This helps you manage and stay organized at the top level, especially if tracking multiple projects.
- Within the top level is tasks lists. Plutio does a nice job breaking down your project into more levels. You can highlight tasks different colors, check off completed tasks, delegate to specific users, and set due dates.
- The progress bar is great. This tracks how much of each task you have completed. If a task consists of a number of steps, checklist style, as you complete a step the progress bar will increase.
- Great integration with other tools. We often link to Google Slides and Google Docs within our tasks so that everything can be accessed in this one location.
- There is a chat feature in Plutio, but it is a little cumbersome. Something more open and fluent, mimicking Slack would be more ideal.
- A BIG bonus would be Google Drive integration. Right now we add hyperlinks to the different documents, but being able open our Google Drive in a side panel and drop in would be even quicker and easier.
- Notifications aren't great. This could be explored further.