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Easy to use Business Process Platform with plenty under the hood
June 12, 2021

Easy to use Business Process Platform with plenty under the hood

Omar Abdelrehim | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Plutio

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
  • 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.

Do you think Plutio delivers good value for the price?

Yes

Are you happy with Plutio's feature set?

Yes

Did Plutio live up to sales and marketing promises?

Yes

Did implementation of Plutio go as expected?

Yes

Would you buy Plutio again?

Yes

Plutio is great for any organization that needs a simple, easy-to-use project management system. No technical knowledge required, and simply laid out for simple project management. Great for small companies, and small teams. Also good for creating roles and permissions as well as adding assistants and giving your clients an interface to see the project status and progress. The client portal can white-labeled which makes your organization look very professional.

Plutio Feature Ratings

Project Management
7.8
Task Management
9
Resource Management
8
Gantt Charts
Not Rated
Scheduling
Not Rated
Workflow Automation
8
Team Collaboration
8
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Not Rated
Email integration
7
Mobile Access
7
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Professional Services Automation
6.7
Quotes/estimates
7
Invoicing
7
Project & financial reporting
Not Rated
Integration with accounting software
6

Using Plutio

2 - Business management, sales process, financial management as well as project management and process management
  • Project management
  • Client Management
  • Process management