Plutio is an all-in-one business platform for freelancers, agencies and small teams that work directly with clients. It brings projects, tasks, proposals, contracts, invoices, forms, schedulers, time tracking, files, a wiki, an inbox and a calendar into one branded app.
The company says it launched in November 2017 and is bootstrapped. It was started by Leo, a freelancer since age 15, who grew tired of paying for several apps that did not share data. Plutio's stated aim is to keep that work in one place.
How does Plutio work?
Plutio is organized around connected modules. A proposal with contract terms is sent for e-signature, and once signed it can create the project with its deliverables. Time tracked on tasks can be converted into invoice line items, and payments are recorded on the client profile.
Clients log in to a branded portal to see projects, files, invoices and messages. Behind the scenes, automations use triggers and actions across projects, proposals, invoices, forms and schedulers. Features can be switched on or off, so each workspace shows only what a business uses.
Key features of Plutio
On the client side, Plutio offers a drag-and-drop editor for proposals, invoices, forms and schedulers. Invoices support any currency, recurring billing and automatic late fees, with payments through Stripe, PayPal or Square. Schedulers let clients book meetings using set availability and buffer times.
On the work side, tasks include custom fields, checklists, repeating schedules and reminders, and projects can be viewed as kanban, list, table, timeline or calendar. Dashboards add charts, goals and widgets for income, billable time and labor costs. Plutio Pal, the AI assistant, helps draft proposals and contracts and plan projects.
Key Features
Proposals and contracts — Build branded proposals and contracts in a drag-and-drop editor and send them for electronic signature. Views and signatures are tracked, and a signed proposal can create the project.
Invoicing and payments — Send branded invoices in any currency, set up recurring billing and automatic late fees, and accept payments through Stripe, PayPal or Square.
Client portal — Clients get their own login to see projects, files, invoices and messages, branded with the user's colors and domain.
Tasks and projects — Tasks support custom fields, checklists, repeating schedules, reminders, followers and @mentions. Projects can be viewed as kanban, list, table, timeline or calendar.
Time tracking — Start a timer on any task and convert tracked hours into invoice line items. Time entries from contributors can be reviewed together.
Schedulers and forms — Let clients book meetings with set availability, buffer times and booking rules. Build intake forms, questionnaires and surveys to embed or share by link.
Workflow automations — Triggers and actions live inside the platform and run across projects, proposals, invoices, forms and schedulers without a separate automation tool.
Plutio Pal AI assistant — An AI assistant with access to workspace data that can draft proposals and contracts, plan projects and compose messages. Usage is metered through AI credits.
Dashboards and pages — Create dashboards and client portal pages with interactive charts, goals, income and billable time widgets, per-role layouts and custom HTML widgets.
Branding and customization — Change the interface layout, colors and menus, add custom fields and permissions, and turn individual features on or off. The platform supports 25+ languages.
Templates and import/export — Start from templates for projects, tasks, forms, invoices and proposals, and import tasks, projects, calendar items and contacts from other tools.
Pros & Cons
Pros
Projects, proposals, contracts, invoices, forms, scheduling and time tracking are included in a single subscription, even on the $19 Core plan.
Data flows between features, such as signed proposals creating projects and tracked time becoming invoice line items.
Branded client portal and extensive customization of layout, colors, menus, custom fields and permissions.
Unlimited integrations and API access on every plan, with Stripe, PayPal and Square for payments.
7-day free trial with no credit card required, and a 15% discount code advertised on the site.
Supports 25+ languages, multiple currencies and local taxes.
Cons
No free plan is listed, only a 7-day trial, so ongoing use requires a paid subscription from $19 per month.
Core is limited to 9 active clients and no contributors, so teams must move to Pro at $49 per month.
White-label costs $9 per month extra on Core and Pro, and single sign-on costs $5 per month extra on Pro.
Features page labels CRM as planned, and many third-party connections run through Zapier rather than natively.
Pricing
Core $19 month
Pro $49 month
Max $199 month
Frequently Asked Questions
What is Plutio?
Plutio is an all-in-one business platform for freelancers, agencies and small teams. It combines projects, proposals, contracts, invoices, forms, scheduling, time tracking and a client portal, along with an AI assistant called Plutio Pal.
How much does Plutio cost?
Plutio has three plans: Core at $19 per month, Pro at $49 per month and Max at $199 per month. Yearly billing is advertised as two months free. White-label ($9 per month) and single sign-on ($5 per month on Pro) are add-ons below Max.
Does Plutio have a free trial?
Yes. Plutio offers a 7-day free trial and says no credit card is required. The site also promotes a 15% discount code on any plan.
Who is Plutio best for?
Plutio is built for people who work directly with clients on projects, including freelancers, consultants, coaches, agencies and small teams. Solo users fit Core, small teams fit Pro, and larger agencies needing unlimited contributors fit Max.
What does Plutio integrate with?
Plutio connects to Stripe, PayPal and Square for payments and to Google Calendar. Zapier links it to other apps such as ActiveCampaign, Airtable, Asana, Calendly, ClickUp, DocuSign, Dropbox, FreshBooks and Figma. Integrations are included on all plans.
Can I invite team members on the Core plan?
No. Core is designed for solo work and has no additional contributors. Pro includes 30 contributors, with more available for a fee, and Max offers unlimited contributors under a fair usage policy.
Does Plutio include AI features?
Yes. Plutio Pal is the built-in AI assistant, which can help draft proposals and contracts, plan projects and compose messages. Plans include monthly AI credits: 500 on Core, 2,500 on Pro and 10,000 on Max.
Is Plutio good for small businesses?
Plutio is aimed at freelancers, agencies and small teams, and the lowest plan costs $19 per month. It suits client-based service businesses best, since it centers on proposals, invoicing, projects and client portals.