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.
TrustRadius Insights
Straight-forward, easy and fast CRM
The best and most affordable agency back office solution for the modern digital business!
Easy to use Business Process Platform with plenty under the hood
Fairly straighforward task management, plus extras
Plutio is a fantastic project and task management tool for startups and small businesses
Plutio is a great project management tool with a great team!
Plutio is a very inexpensive software suite that absolutely delivers on its promises
The best PM system with benefits you didn't know you needed
My small business comes across sooo professional with Plutio!!
Plan with Plutio Only Way To Go
Manage Your Digital Self in one Central Hub
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
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
- 8Task Management(11) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.5Resource Management(8) Ratings
Resource management is workload planning to maximize resources.
- 6Gantt Charts(3) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 6Scheduling(7) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 6.9Workflow Automation(5) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 8Team Collaboration(10) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 5Support for Agile Methodology(4) Ratings
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
- 8.5Support for Waterfall Methodology(2) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 8Document Management(9) Ratings
Document management provides for centralized management of all project documents.
- 8.1Email integration(8) Ratings
Email integration allows work requests to be made directly from email.
- 7.6Mobile Access(9) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 7.3Timesheet Tracking(6) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 9.2Change request and Case Management(5) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 9.5Budget and Expense Management(3) Ratings
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Professional Services Automation
Features that support professional services organizations
- 7.1Quotes/estimates(7) Ratings
Ability to create, manage and send project fee proposals to customers
- 8.6Invoicing(10) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 7.1Project & financial reporting(5) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
- 5.5Integration with accounting software(3) Ratings
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Product Details
- About
- Tech Details
- FAQs
What is Plutio?
Plutio Video
Plutio Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(35)Community Insights
- 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)- 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
- Task Management
- 90%9.0
- Resource Management
- 80%8.0
- Gantt Charts
- N/AN/A
- Scheduling
- N/AN/A
- Workflow Automation
- 80%8.0
- Team Collaboration
- 80%8.0
- Support for Agile Methodology
- N/AN/A
- Support for Waterfall Methodology
- N/AN/A
- Document Management
- N/AN/A
- Email integration
- 70%7.0
- Mobile Access
- 70%7.0
- Timesheet Tracking
- N/AN/A
- Change request and Case Management
- N/AN/A
- Budget and Expense Management
- N/AN/A
- Quotes/estimates
- 70%7.0
- Invoicing
- 70%7.0
- Project & financial reporting
- N/AN/A
- Integration with accounting software
- 60%6.0
- 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
- Project management
- Client Management
- Process management