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
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Features
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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
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February 18, 2020
Plutio is a fantastic project and task management tool for startups and small businesses
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.
- 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.
- 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.
62.142857142857146%
6.2
42.5%
4.3
- It has sped up the process of completing projects and getting them done on time.
- More processes are adhered to as they are written down.
I have not used any other project management software. Plutio was the first one that I instituted at the company and it has been very good so far. I know that there are many other options out there such as Monday which I see a lot of people using. Other than how often I see it being used, I can't comment on it from any experience.
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.
85%
8.5
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- This has afforded my colleague and I a place to stay organized and keep track of projects we are working on without losing documents.
- We have been able to hold each other accountable on tasks we are working on and delegate projects.
- This has sped up our time in gathering everything we need when meeting or running a show.
Plutio continues to get better, offering more enhanced features that can help you customize the experience and keep you digitally organized. Where Slack has a great chat board, but Plutio offers more in project management and task completion. It may not be at nuanced as Trello yet, but it is a terrific middle combining elements of Slack and Trello into one confined location.