Plutio is an ideal business management app for freelancers looking for a management-by-projects approach, whether you're organizing your work as internal projects, external client projects, or some combo of internal and external projects spread among one or more businesses.
• Manage more than one business with the same login.
• Project and task management.
• You can create Kanban boards with unlimited swimlanes! This is rare among Kanban boards.
• Built-in beautiful proposals with video! No separate proposal app required.
• Built-in invoicing tied to projects and clients—no separate invoicing app required.
• Online payment processing through PayPal, Stripe, or bank transfer. This is big.
• Customizable interface including white-label privileges.
• Beautiful interface.
• Fast, lite javascript drag-and-drop interface.
• Mac desktop app that syncs with web and mobile apps.
• State-of-the-art future-proof technology stack: Node.js, Meteor, Express, MongoDB, HTML5, etc.
• Simple and transparent pricing.
• Transparent development roadmap.
• Rapid development progress.
• Surprisingly free of bugs and glitches.
• User community.
• Responsive to user needs and requests.
• Great value. Review collected by and hosted on G2.com.
• Lack of project portfolio features for managing multiple projects.
• Lack of Kanban board for managing all tasks across all projects. Each project has its own Kanban board for project task management, but there is no Kanban for managing all tasks, just list and timeline/Gantt views.
• Rudimentary CRM, but I think they plan to build it out.
• I'm having a problem with the custom domain feature but they are helping me resolve it.
I wish it had native integration with G Suite. It integrates with Google Calendar, but native integration with...
• Gmail
• Google Tasks
• Google Keep
• G Drive
• Google Sheets
• Google Docs
...would make Plutio indispensable for many G Suite freelancers who currently have to put together a bunch of apps designed for teams.
Integration with FullContact and Zapier are in the works for integration with other apps regarding people and tasks.
Native integration with Xero or Quickbooks Online would round it out as a no-brainer for any freelancer. Review collected by and hosted on G2.com.
It's really straightforward to use and adaptable to any business. Review collected by and hosted on G2.com.
1. Support is so slow it's virtually inexistent, and the guys there - when you do manage to hunt the down and talk to them - give the impression that you are seriously disturbing their administrative slumber. Review collected by and hosted on G2.com.
It's one package. it has customizable feature and brandable U/I. Cradle to grave features for one stop client managment. Review collected by and hosted on G2.com.
Tasks can not be linked. That feature is allegedly on the roadmap. I just can't use it in that model for the number of tasks that I typically have in a project. Review collected by and hosted on G2.com.
I love the ability to customize nearly anything necessary to make it unique to my brand. Review collected by and hosted on G2.com.
Some of the navigation functions within the portal don't make logical sense to me, and could be mapped smoother. Review collected by and hosted on G2.com.
The application is good and with nice look. Review collected by and hosted on G2.com.
You can't rely your business on Plutio seriously. The company ignores customers' requests and support and abandons the development - all depending on the mood of the team and the owner. They are constantly making minor updates, but it takes a while, and most of those are useless or UI-based instead of making it more functional since there are always problems with the app. There are many unfulfilled promises, and automation is one of those that everyone has been waiting for years since 2021 Review collected by and hosted on G2.com.
I can do all my business management tasks in one place. E.g. proposals, invoices and receipts, timetracking, task management etc. Review collected by and hosted on G2.com.
The team can be slow to fix bugs and doesn't always communicate effectively about what they're doing to fix bugs. And they over promise and under deliver — I've been waiting for automations for years!
There are several bugs in key features, like not all tasks show up in the tasks pane. And proposals are still very very very slow to edit. Review collected by and hosted on G2.com.
Plutio has pretty much every piece of functionality you need to run your business. It has more functionality than any other such package I've tried. Indeed, I recently realized that the forms builder in Plutio was more functional that the full-product forms tool I was using externally. I was able to cut out that entire service and use Plutio instead. Most of Plutio's features are similarly complete and well-thought-out.
One of my favorite things about Plutio is just that it's so well-written. It's actually quite rare these days to find fast, snappy software that solves your problems. I don't know who the development team is on this product, but the interface is extremely fast and can simply become part of my habits. No waiting. Everything happen instantaneously.
I've also found the support very responsive. They're a small team, so don't always get back to me immediately, but generally they respond and solve my problems or provide a workaround within a few hours. Review collected by and hosted on G2.com.
The biggest downside is that once your business is loaded into Plutio, you're there. There's no way to export your data in a way that can be imported into another tool, should you need to do so as your business grows. This is true of pretty much all the integrated packages I've tried, but it would still be nice to be able to export / import so I can back up a copy of my data in case something happens to my internet connection or to their servers. Review collected by and hosted on G2.com.
All the features needed for a growing agency: proposals, invoicing, tasks, project management, CRM, and more. It is also provided at a low price point that is very manageable for small businesses looking for a CRM and project management system. Review collected by and hosted on G2.com.
Plutio deleted my terms from signed proposals, then stopped responding to my request for support. Again, great concept, but they try too hard to keep innovating what works great and in return, things get broken. Because of this, I don't have full trust in their team or system. Things seem to have gotten better recently, though. Review collected by and hosted on G2.com.
Plutio is one of the best tools to organize tasks and stay in touch with what everyone else is doing. Do you need to know if the IT department finished setting up your user? Just go to their board to find out instead of having to communicate with them. Review collected by and hosted on G2.com.
Even tho plutio has been updated with great new features, It still needs a feature that makes completed tasks disappear from a board, or maybe moved to the bottom of the list. Review collected by and hosted on G2.com.
I really like setting up easily replicated templates for tasks we repeatedly run to ensure nothing gets missed. I know it has more like invoicing but we use other platforms for that.. Review collected by and hosted on G2.com.
Seems very bulky and can be confusing to get around when you are first starting up your teams and getting them acquainted with how to use the platform in your organization Review collected by and hosted on G2.com.
I love that you can set recurrent tasks, you can have daily, weekly, monthly reminders of tasks, which is incredible useful Review collected by and hosted on G2.com.
I liked the former layout better but I am starting to like the new one Review collected by and hosted on G2.com.