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
- About
- Tech Details
- FAQs
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).
Comparisons
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(35)
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
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
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.
- Project management
- Business process management
- Its ability to integrate into other systems inherently
- Its ability to integrate into other systems utilizing easy webhooks
- The Invoicing within the proposal
- Add more Webhooks for deeper integration
- More payment options within invoices
33.57142857142857%
3.4
50%
5.0
- Plutio helped us look more professional and close more deals
- We have made more money due to efficiencies of Plutio automation
- Saves me time and money to stay on top of contractors and team members on their tasks
I have tried Suite Dash, Agiled, FlowLu throughout the process of finding a tool that fits our business the best. Plutio was the easiest to deploy and use by far. The other systems had more features and capability but was pretty difficult to learn how to use and set up. We were up and running with Plutio in a matter of hours with a business process, rather than a spreadsheet and an independent proposal and invoicing process.
2
Business management, sales process, financial management as well as project management and process management
1
- Project management
- Client Management
- Process management