Plutio

Plutio is an all-in-one business management platform built for freelancers and small agencies who want to consolidate CRM, project management, invoicing, proposals, contracts, time tracking, scheduling, forms, and client portals into a single subscription. The pitch is straightforward: stop paying for five separate tools when one covers everything.

What you get

Every Plutio plan — including the entry-level Core tier — unlocks the full feature set. There's no gating of core functionality behind higher tiers. That means proposals, contracts, invoicing with Stripe/PayPal/Square payments, time tracking, kanban and Gantt views, client portals, and scheduling are all available from day one.

The client portal is a proper login-based experience, not just shared links. Clients get their own dashboard showing their projects, invoices, files, and messages. Portal pages support dynamic data that auto-populates based on the logged-in user, so each client sees only what's relevant to them. You can build custom dashboard pages with charts (bar, pie, line), task lists, calendar views, income monitors, and even custom HTML widgets for embedding third-party content.

Project management covers kanban boards, list, calendar, and timeline (Gantt) views — switchable with a single click. Tasks support subtasks, custom fields, time estimates, approvals, file attachments, comments, and direct client collaboration. Time tracking is built in with one-click timers, manual entry, and the ability to generate invoices directly from a timesheet.

Proposals use a drag-and-drop editor with video, text, table, and image blocks. Clients can choose from optional line items or packages before signing. Contracts support multi-party e-signatures and can be linked to proposals. When a proposal is signed, Plutio can automatically create the associated project and invoice.

Pricing

Plans are structured around team size rather than feature access:

• Core — $19/month: All core features, solo use only, limited to 9 active clients per month. Designed for freelancers working alone.
• Pro — $49/month: Unlimited clients, up to 30 contributors included (additional seats available for a fee), full team collaboration.
• Max — $199/month: Unlimited contributors, white-labeling for client portals, and SSO for enterprise security requirements.

White-labeling — putting your own brand on the client portal instead of Plutio's — requires the Max plan. That's a significant jump from $49 to $199, which makes it a harder sell for agencies that want fully branded portals without a large team.

Integrations

Plutio integrates with Google Drive and Facebook for file attachments, and Stripe, PayPal, and Square for payment processing. Automation flows are available, though the platform doesn't prominently advertise a native Zapier integration or open API — worth verifying before assuming it connects to your existing stack.

How it compares

At $49/month, Plutio Pro covers territory that HoneyBook Essentials ($59/month) handles for proposals and invoicing, but adds real project management (kanban, Gantt, task dependencies) and a proper client portal login that HoneyBook lacks. Against Dubsado Premier ($55/month), Plutio offers stronger project management; Dubsado's conditional workflow automation is more sophisticated, but clients access documents through links rather than a portal login.

The main tradeoff with Plutio is feature breadth versus depth. It covers a wide surface area competently, but specialists like Asana (task management) or FreshBooks (accounting) go deeper in their respective domains. If you're consolidating a $150–400/month stack of five separate tools, the value proposition is real. If you only need one or two of those functions, a focused tool may serve better.

Limitations

The Core plan's 9-client cap is restrictive for anyone with a growing roster. White-labeling locked behind the $199 Max plan will deter cost-conscious agencies that want branded portals. The sheer breadth of features can make initial setup and configuration time-consuming — it's a configurable platform, not a streamlined point solution, and that comes with a learning curve.