The best and most affordable agency back office solution for the modern digital business!
June 24, 2021

The best and most affordable agency back office solution for the modern digital business!

Joseph Kahn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Plutio

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.
  • Automatically does monthly billing
  • Organizes project steps and tasks
  • Helps create professional agreements for digital signature
  • Better templates for other project types
  • Easier tools for creating proposals (the dark look is hard)
  • Hook up with ClickUp easier without the expense of Zapier
  • Positive ROI on billing the client (no employee necessary)
  • Great impact on getting contracts signed
  • Super easy to implement and didn't cost a thing from the outside
Plutio is easy to use and more affordable.

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 absolutely perfect for the starting out agency that needs to bill clients and keep track of their tasks. It is not suited for companies that need a more detailed project planning application. Which is why we also use ClickUp for project management.

Plutio Feature Ratings

Task Management
7
Resource Management
7
Gantt Charts
6
Scheduling
6
Workflow Automation
6
Team Collaboration
8
Support for Agile Methodology
5
Support for Waterfall Methodology
Not Rated
Document Management
8
Email integration
9
Mobile Access
8
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
10
Project & financial reporting
7
Integration with accounting software
5