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Plutio

Plutio

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.

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Recent Reviews

TrustRadius Insights

Plutio has proven to be a valuable tool for many users, streamlining various aspects of project management and business operations. With ā€¦
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Popular Features

View all 18 features
  • Invoicing (10)
    8.6
    86%
  • Document Management (9)
    8.0
    80%
  • Team Collaboration (10)
    8.0
    80%
  • Task Management (11)
    8.0
    80%

Reviewer Pros & Cons

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Pricing

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N/A
Unavailable

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

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

7.5
Avg 7.5

Professional Services Automation

Features that support professional services organizations

7.1
Avg 7.4
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Product Details

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. šŸ‘‰ Start your 14-day free trial today, https://plutio.com

Plutio Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

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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Comparisons

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Reviews and Ratings

(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!

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

(1-11 of 11)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
22.142857142857146%
2.2
Task Management
100%
10.0
Resource Management
N/A
N/A
Gantt Charts
N/A
N/A
Scheduling
70%
7.0
Workflow Automation
70%
7.0
Team Collaboration
N/A
N/A
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
N/A
N/A
Email integration
70%
7.0
Mobile Access
N/A
N/A
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
22.5%
2.3
Quotes/estimates
N/A
N/A
Invoicing
90%
9.0
Project & financial reporting
N/A
N/A
Integration with accounting software
N/A
N/A
Joseph Kahn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
50%
5.0
Task Management
70%
7.0
Resource Management
70%
7.0
Gantt Charts
60%
6.0
Scheduling
60%
6.0
Workflow Automation
60%
6.0
Team Collaboration
80%
8.0
Support for Agile Methodology
50%
5.0
Support for Waterfall Methodology
N/A
N/A
Document Management
80%
8.0
Email integration
90%
9.0
Mobile Access
80%
8.0
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
55%
5.5
Quotes/estimates
N/A
N/A
Invoicing
100%
10.0
Project & financial reporting
70%
7.0
Integration with accounting software
50%
5.0
Omar Abdelrehim | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
33.57142857142857%
3.4
Task Management
90%
9.0
Resource Management
80%
8.0
Gantt Charts
N/A
N/A
Scheduling
N/A
N/A
Workflow Automation
80%
8.0
Team Collaboration
80%
8.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
N/A
N/A
Email integration
70%
7.0
Mobile Access
70%
7.0
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
50%
5.0
Quotes/estimates
70%
7.0
Invoicing
70%
7.0
Project & financial reporting
N/A
N/A
Integration with accounting software
60%
6.0
Michael Naylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
21.428571428571427%
2.1
Task Management
90%
9.0
Resource Management
N/A
N/A
Gantt Charts
N/A
N/A
Scheduling
N/A
N/A
Workflow Automation
N/A
N/A
Team Collaboration
60%
6.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
80%
8.0
Email integration
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
70%
7.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
62.5%
6.3
Quotes/estimates
80%
8.0
Invoicing
70%
7.0
Project & financial reporting
100%
10.0
Integration with accounting software
N/A
N/A
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
62.142857142857146%
6.2
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
N/A
N/A
Scheduling
90%
9.0
Workflow Automation
N/A
N/A
Team Collaboration
100%
10.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
100%
10.0
Email integration
100%
10.0
Mobile Access
90%
9.0
Timesheet Tracking
100%
10.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
42.5%
4.3
Quotes/estimates
80%
8.0
Invoicing
90%
9.0
Project & financial reporting
N/A
N/A
Integration with accounting software
N/A
N/A
Dustin Day | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
62.142857142857146%
6.2
Task Management
100%
10.0
Resource Management
70%
7.0
Gantt Charts
N/A
N/A
Scheduling
N/A
N/A
Workflow Automation
80%
8.0
Team Collaboration
100%
10.0
Support for Agile Methodology
100%
10.0
Support for Waterfall Methodology
70%
7.0
Document Management
80%
8.0
Email integration
N/A
N/A
Mobile Access
100%
10.0
Timesheet Tracking
70%
7.0
Change request and Case Management
100%
10.0
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
70%
7.0
Quotes/estimates
90%
9.0
Invoicing
100%
10.0
Project & financial reporting
90%
9.0
Integration with accounting software
N/A
N/A
Thomas Schuller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
61.42857142857143%
6.1
Task Management
100%
10.0
Resource Management
70%
7.0
Gantt Charts
100%
10.0
Scheduling
100%
10.0
Workflow Automation
N/A
N/A
Team Collaboration
80%
8.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
70%
7.0
Email integration
80%
8.0
Mobile Access
100%
10.0
Timesheet Tracking
80%
8.0
Change request and Case Management
80%
8.0
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
45%
4.5
Quotes/estimates
90%
9.0
Invoicing
90%
9.0
Project & financial reporting
N/A
N/A
Integration with accounting software
N/A
N/A
Christopher Page, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
64.28571428571429%
6.4
Task Management
100%
10.0
Resource Management
N/A
N/A
Gantt Charts
100%
10.0
Scheduling
N/A
N/A
Workflow Automation
N/A
N/A
Team Collaboration
100%
10.0
Support for Agile Methodology
100%
10.0
Support for Waterfall Methodology
100%
10.0
Document Management
100%
10.0
Email integration
N/A
N/A
Mobile Access
100%
10.0
Timesheet Tracking
N/A
N/A
Change request and Case Management
100%
10.0
Budget and Expense Management
100%
10.0
Professional Services Automation (4)
47.5%
4.8
Quotes/estimates
N/A
N/A
Invoicing
100%
10.0
Project & financial reporting
90%
9.0
Integration with accounting software
N/A
N/A
Daniel StƤdeli | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (9)
86.66666666666666%
8.7
Task Management
90%
9.0
Resource Management
80%
8.0
Scheduling
70%
7.0
Team Collaboration
100%
10.0
Document Management
80%
8.0
Email integration
100%
10.0
Mobile Access
100%
10.0
Timesheet Tracking
90%
9.0
Change request and Case Management
70%
7.0
Professional Services Automation (2)
90%
9.0
Quotes/estimates
100%
10.0
Invoicing
80%
8.0
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Project Management (14)
78.57142857142857%
7.9
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
N/A
N/A
Scheduling
100%
10.0
Workflow Automation
100%
10.0
Team Collaboration
100%
10.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
100%
10.0
Email integration
100%
10.0
Mobile Access
100%
10.0
Timesheet Tracking
100%
10.0
Change request and Case Management
100%
10.0
Budget and Expense Management
100%
10.0
Professional Services Automation (4)
100%
10.0
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
100%
10.0
Integration with accounting software
100%
10.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Project Management (8)
85%
8.5
Task Management
100%
10.0
Resource Management
80%
8.0
Scheduling
80%
8.0
Team Collaboration
80%
8.0
Support for Agile Methodology
80%
8.0
Document Management
90%
9.0
Email integration
70%
7.0
Mobile Access
100%
10.0
Professional Services Automation
N/A
N/A
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