Plutio Review

by Plutio Ltdlast updated October 22nd, 2020
4.4/5
starting from$15
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Offers free trial

RESULTS Score

4.4/5
Lydia Pang

reviewed by

Lydia Pang

Pros

Easy learning curve
Users can create proposals, contracts, and invoices
Online payments for clients
In-built time-tracking tool
Offers client management features
Value for money

Cons

Does not offer enterprise pricing options
Limited third-party integrations
Mobile apps are still in beta

Overview

Touted as the all-in-one solution for every small business owner, Plutio is a project management tool designed to help freelancers and solo professionals start, run, and grow their business. Plutio boasts an incredible range of features, including task management, custom proposals, contracts, and invoices, in-built time-tracking, CRM tools, and more. It also has an easy to use interface, ensuring a pleasant working experience. 

However, since Plutio is mainly targeted at individuals and small companies, it does not support enterprise pricing. Additionally, it has a limited range of third-party applications and its mobile apps are still in beta. While ideal for freelancers and small business owners, companies that require more advanced features like resource management should seek out alternatives. 

In this Plutio review, we will explore project management features, pricing, ease of use, add ons, and more.

Plutio Review Screenshot

What is Plutio?

Founded in 2017, Plutio is a project management software that integrates all aspects of running a business. It is the brainchild of Leo Bassam, who developed Plutio after failing to find a project management tool that could handle the needs of his growing freelance business. 

Today, Plutio is predominantly used by freelancers, self-employed professionals, and small businesses around the globe.

Facts and Figures

Employees2
Founded2017
FounderLeo Bassam
HeadquartersLondon, UK
CEOLeo Bassam

Plutio Project Management Features

With Plutio, there is no more juggling between multiple applications, subscriptions, and complicated interfaces. Plutio integrates all the operations related to running a business into one intuitive platform. Teams can create and assign tasks, design proposals, contracts, and invoices, as well as build relationships with clients by setting up unique profiles for them. Clients can also make payments online securely, thanks to Plutio’s payment gateways. With private messaging and public discussions, team members can communicate with each other, share files, and keep track of project-related information. 

Project Planning

Plutio organizes project data through Kanban boards and Gantt Charts, providing teams a high level of customization when managing tasks. Project managers can create new tasks and set them to recur on a schedule, set start and finish dates, and assign them to team members. It is also possible to add in custom fields for tags, labels, statuses, and more. Teams can also easily save tasks as templates and use them in the future. 

How do other options score for project planning?

Gantt Charts

Plutio offers the Gantt chart tool, also known as the Timeline view, to help project managers keep track of projects and tasks. In the Timeline view, teams can drag and drop tasks across a timeline without changing its duration. Increasing its duration is also easy - simply click and drag it to the preferred date. 

The Timeline view displays tasks that span weeks, but can also zoom out to show tasks that span years. Zooming in on the Timeline view also breaks down a task into hours. This flexibility gives users full control over the way they work and envision their future workloads.

Kanban

Plutio’s Kanban boards organize tasks in customized columns. Clicking on a task triggers a popup window where project managers can enter a description for the task, add start and end dates, and delegate it to other users. If multiple projects are involved, team members can also move the cards to different boards. Every card has its own card link, ensuring that users can share them easily with team members.

Plutio Kanban View Screenshot

Task Management

Plutio’s task management features are easy to use. In addition to creating tasks and delegating them, project managers can set them to recur some time in the future and receive reminders before they are due. Followers can also be added to tasks so they are kept in the loop. There are custom fields for tags, priority, estimates, approvals, or anything that requires special attention. 

Each task also has its own unique link that is easily copied and shared with others. All messages and emails can be converted into a task just with a click of a button. Plutio also allows teams to create project templates from scratch. All templates can be customized and saved for future use.

Communication & Collaboration

Plutio helps freelancers and small businesses put their best foot forward with its range of collaborative features: in-built messaging, discussions, file-sharing, and custom-made contracts, proposals, and invoices designed to impress clients. Besides communicating privately with each other, teams can choose to hold project-wide discussions in group messages. Teams can also collaborate with external clients and vendors using the client portal that provides clients with access to project information. 

How do other options score for communication & collaboration?

In-Built Messaging

Plutio has its own messaging system, allowing users to communicate via private conversations with team members, group messages, and project discussions. A direct message is a one-on-one conversation, whereas group conversations are designed for two or more participants. Finally, project discussions help teams store and organize any project-related conversations in one place so that everyone is on the same page. 

All conversations can be labeled according to their status, such as “Open”, “Closed”, “Pending”, and “Urgent”.

File Sharing

Teams using Plutio can upload and share a wide variety of files in the Files section and within tasks. Each file can be organized into a folder and have its own permission settings and color. Plutio also accepts almost all kinds of file formats, including PDF, DOCX, HTML, and more. Uploading files through third-party platforms such as Facebook and Google Drive is also possible.

However, file storage limits are currently unknown as Plutio does not list them publicly. 

Since Plutio is targeted at freelancers and small businesses, it boasts a broad array of external collaboration features. Users can create proposals from scratch with the in-built drag and drop editor, using a variety of elements such as texts, images, and videos. 

Teams can also create unique profiles for clients, complete with private notes. With custom fields and colored tags, team members can store further details about their clients and label them for a more detailed visual view. Project managers can invite clients to Plutio to view project updates and give feedback. 

Last but not least, with Plutio’s blocks based editor, users can build contracts from scratch or select a pre-built template. Contracts can be attached to a proposal and electronically signed by one or more parties.

Discussion

Plutio features a comments section within each task, giving users a dedicated area to collaborate and give feedback on work. Additionally, teams can add customizable chat widgets in areas such as proposals, invoices, public wikis, and more. Each messenger widget creates its own folder so that conversations are organized. Team members can also snooze conversations and emails, or schedule responses to be sent at a later time. 

Resource Allocation & Planning

Since Plutio is targeted at freelancers and small businesses, it boasts a solid set resource allocation and planning tools such as invoicing, time-tracking, and payment features. With an in-built timer, team members can time-track while working on tasks. All logged time can be converted into billable or non-billable hours in timesheets, itemized in invoices, and sent to clients without fuss. Clients can also make payments via PayPal, Stripe, and bank account transfers. 

How do other options score for resource allocation & planning?

Time-Tracking

Plutio gives team members the ability to track time spent working on tasks. Once logged in, users can start the time-tracker or manually log time. All logged time can be toggled as billable or non-billable and its rate and duration can be edited within the timesheet. Each project has its own timesheets that can be exported as a fully editable XLSX file. 

To get an overview of time related to a project, Plutio features real-time stats that display all time tracked and their billing statuses. All timesheets can also be turned into invoices.

Plutio Time-Tracking Screenshot

In Plutio, users can easily add billable tasks from timesheets to invoices. Issue dates, due dates, and tax rates can be set to a default and easily customized. Plutio also has an invoice footer feature, allowing users to add notes or terms to invoices. Project managers can assign invoices to clients’ profiles to instantly populate their details.

Teams can choose to receive notifications when invoices sent to clients are viewed and paid. Finally, each invoice has a unique public link that can be shared with anyone. Plutio offers multiple secure payment methods such as Stripe, PayPal, and even bank account transfers. Plutio’s invoices and payments also support multi-currency, enabling users to get paid in the currency they prefer. 

Plutio Invoice and Payment Screenshot

Plutio Pricing

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Offers free trial

Plutio offers three value for money pricing plans: Solo, Studio, and Team. All three plans provide access to Plutio’s full range of services and functionalities. On the Studio plan, teams also gain access to the client portal, whereas on the Team plan, teams can invite contributors and collaborate with clients via the client portal. The Solo, Studio, and Team plans cost $15, $20, and $30 per month respectively. Plutio also offers a 16% discount on annual subscriptions. 

There is also a white-label option available at an additional $9 per month, which gives businesses the ability to customize the interface, set preferred colors, and add in custom branding. Visit Plutio's pricing page for more details. 

Solo

from $15 per month

Tasks
Time-tracking
Projects
Invoices
Proposals
Contracts
Client Management
Inbox
Chat widget
Wiki (Knowledge base)
Forms & Surveys
File Manager
Calendar
Integrations
Branding

Studio

from $20 per month

Tasks
Time-tracking
Projects
Invoices
Proposals
Contracts
Client Management
Inbox
Chat widget
Wiki (Knowledge base)
Forms & Surveys
File Manager
Calendar
Integrations
Branding
Access to client portal

Team

from $30 per month

Tasks
Time-tracking
Projects
Invoices
Proposals
Contracts
Client Management
Inbox
Chat widget
Wiki (Knowledge base)
Forms & Surveys
File manager
Calendar
Integrations
Branding
Access to client portal
Access to contributors

Plutio Security

Plutio maintains reasonable administrative and technical efforts to safeguard customer data, though insufficiently compared to other project management tools. There is little information about how Plutio protects customer data, and if they utilize or follow any kind of industry-standard encryption protocols. 

Plutio is GDPR compliant and strives to prevent the unauthorized access, use, modification, or disclosure of customer data. However, by using Plutio, users acknowledge that there are certain security and privacy limits that extend beyond the scope of Plutio’s capabilities. Under the Information Security section of Plutio’s privacy policy, it is stated that “The security, integrity, and privacy of any and all information and data exchanged between you and our Website (Plutio) cannot be guaranteed”. Users should take this information into consideration before signing up for an account with Plutio.

Plutio Integrations

Since Plutio is still in the early stage of its development, it only integrates with three other platforms. Nonetheless, the Plutio team is working on expanding its range of third-party applications to include other add-ons such as Zapier. Its current third-party integrations include:

  • Public API
  • Google Drive
  • Integromat

Interface

Like most project management tools, Plutio utilizes a clean color scheme for its application. The interface is clutter-free and visually appealing, allowing users to focus on their work. The sidebar on the left displays the main features of Plutio, including “Proposals”, “Invoices”, and “Contracts”. The top header features “Overview”, “Tasks”, “Calendar”, “Files” and “Contributors”. These icons ensure quick navigation so that users can access them easily. 

Overall, the Plutio interface is intuitive and the learning curve is easy.

Mobile Apps

In addition to its desktop app, Plutio also offers mobile apps, available on iOS and Android devices. Since the apps are still in the beta stage, users do not have full access to all of Plutio’s functionalities. Nevertheless, the team is continually adding features and is dedicated to providing a good user experience. 

Plutio Support

Teams using Plutio can take advantage of the following customer support options:

  • Knowledge base: Plutio offers a self-serve help center that features easy to follow written and video tutorials. Nonetheless, some tutorials are still in progress and may not be very comprehensive. 

  • Community forum: Plutio’s official Facebook group serves as a community forum where users can suggest new features, start discussions, and help each other troubleshoot technical issues. 

  • Direct support: There is a live chat widget located at the bottom right of Plutio’s website that allows teams to contact customer support directly. Since Plutio operates on a small team, questions are not answered immediately. In addition to live chat, teams can also reach Plutio via email.

Plutio Alternatives

Plutio is a great project management tool for freelancers and small businesses as it combines all the stages of running a business into one app. However, it lacks advanced project management features such as resource planning and Agile tools. Companies looking for a more comprehensive solution may have to consider other alternatives such as:

Verdict

Priced at $15 to $30 per month, Plutio is a feature-rich, value for money project management software option built for small companies and freelancers. It offers all the essential tools needed to run a successful business, including task management, client profiles, in-built time-tracker, payment gateways, and the creation of proposals, invoices, and contracts. It helps teams manage work while collaborating closely with clients, all from a single platform. 

Nonetheless, Plutio is still undergoing development and only integrates with a few third-party applications. Its mobile apps are also currently in beta stage. Teams looking for more advanced features such as resource management or issue-tracking will have to consider other applications.

FAQ

Plutio offers a 14-day trial for all plans without needing a credit card. Prices begin at $15 on the Solo plan, $20 on the Studio plan, and $30 on the Team plan. There is also a white-label option at an additional $9 per month.
With Plutio’s white-label option, users can customize the interface colors, set their own custom domain, email address, and much more. Users can also use their own company logo and branding instead of Plutio, giving the software a personalized flair.
For teams that wish to pay for their subscription annually, they’ll automatically receive a 16% discount, which is equivalent to two months’ worth of free Plutio usage.