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Plutio - good all rounder for a small business
January 17, 2024

Plutio - good all rounder for a small business

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

Overall Satisfaction with Plutio

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)
  • Project and task management
  • Invoicing
  • Proposals
  • Automations (has been promised but not ready yet)
  • Support has not always been timely
  • Better third party integrations & API
Plutio is well suited for a small business with 1-5 people but it cannot be used as the sole tool for everything. It is semi-customisable eg. custom fields, but not easily integrated between all the different modules. It probably would not suit medium-large businesses, but I've used it for 4 years and have been happy with it as a sole trader.