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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

(1-12 of 12)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
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)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Joseph Kahn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Omar Abdelrehim | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Michael Naylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We manage a number of different projects for different clients. We use Plutio to track milestones for each project, deadlines, and tasks and sub tasks within each project. We use Plutio to assign tasks to team members, to communicate with our suppliers and within our teams. We store account and login information for each client and task.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Dustin Day | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Thomas Schuller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Plutio strictly for my project management needs, including keeping track of work packages and tasks. Also I use Plutio for time tracking. Additionally I use it as an idea board in order to have everything in one place. Other than that I did not yet use all the other functions it provides like writing proposals and invoices - the reason being that I have other dedicated software for that.
Christopher Page, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We primarily use Plutio for project management, but also occasionally use for invoicing. It is being used by the entire organization. We have found this incredibly helpful for project transparency with clients since it allows clients to both add/edit tasks, view progress, and even comment on specific tasks they have questions about or we need feedback on.
Daniel StƤdeli | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
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