Plutio Reviews & Product Details

After paying and using many project management tools, we were unable to find one that worked for all parts of our agency. If we managed the project ok, then the client had problems. Ease of use and the White Label functionality, customize everything, the list goes on. Publio is just what we needed, the clients love it and find it easy to use, the team loves it and being able to set permissions for all roles, all are happy with the power they have at their disposal. The first time I have set up a project management tool, not had to read anything first or contact support, it just was so logical for me and the team. Review collected by and hosted on G2.com.

I would love to see the accounting side expanded more, this is the only area that I think you could say was lacking, but minor annoyance for me. Review collected by and hosted on G2.com.

Plutio is a project management app that has everything you need to make your workflow smoother. Some of the features that I like are - the ability to create customizable dashboards, sorting all of your top priorities neatly, putting together contracts and proposals with the help of readily available templates, that you can customize in minutes, create and track tasks with deadlines, and then further reorganizing those within various task groups/categories within different projects, and the best part is that I can create clients and their corresponding companies/agencies database and connect or associate each of those contacts with a particular project, and thereby keep track of all communications and coordinate the progress. The invoice can also be generated automatically from the proposal. Review collected by and hosted on G2.com.

Plutio has limited payment gateways, and the ability to set reminders and alerts, and their further customization is limited. The ability to add new team members is pretty limited for the price. The cost of white labeling and custom branding is pretty steep. Review collected by and hosted on G2.com.

To me, what sets Plutio apart is it’s really customizable features… Plutio can be adapted to fit whatever scenario you can come up with! Also, it's nice to have many valuable business features all under one roof. It’s fantastic! :) Review collected by and hosted on G2.com.

One thing I desire is the ability for Plutioto have reminders sent out to clients who have missed a payment. I heard that is coming soon once automation is implemented so I’m excited about what’s coming. Review collected by and hosted on G2.com.

Most all in one type software products are inferior in the itemized feature set, not Plutio! Plutio is the first software product that I've used that I feel confident I can run my entire business through. It has CRM, Electronic Documents with E-signing, Live Chat Widgets, Project Management and much more! Best of all, we fully white labeled the product plus the customer portals are white labeled. Review collected by and hosted on G2.com.

I wish I could white label the mobile apps but this certainly is not a deal breaker. Review collected by and hosted on G2.com.

Support seems pretty solid and the platform is always improving. I have submitted a ticket and within an hour I'll get a thorough response. Review collected by and hosted on G2.com.

The search function needs some work, although I'm finding workarounds and improvements each time I use the site. I'd like to be able to run a invoice search on a term in the invoice, but it looks like I can group invoices in a different screen so it's no longer a must have update. Review collected by and hosted on G2.com.

I like that it has all of the features that our company needs, with more on the way. Ease of use and the White Label functionality, customize everything. It has truly transformed our business! Review collected by and hosted on G2.com.

Needs basic accounting features for expenses, profit & loss, etc. Review collected by and hosted on G2.com.

Ease of use to get started. It looks and feels fantastic. This is the "Apple" of business management software. I changed from another that I really liked but this is easy to get started with. Review collected by and hosted on G2.com.

There is some issue with changing back to English if you change, but they will fix it soon they say. There is nothing else that bothers me about this software. Review collected by and hosted on G2.com.

The ability to share projects with any number of clients. Review collected by and hosted on G2.com.

Not very customizable, you need to work with what's available. Review collected by and hosted on G2.com.

I love how Plutio is a complete tool to run my small business and how extensible it is with the API. Review collected by and hosted on G2.com.

I wish there was better reporting and I wish there were more time-saving features related to task and project management. Review collected by and hosted on G2.com.

Plutio is such a great tool to be able to manage clients. It's like a Swiss army knife for my freelancing needs.

Having tried a lot of quality competing products and I am stoked with Plutio's feature set, how actively developed it is and its bold roadmap. The growing list of integrations with platforms like Stripe, Zapier and Integrately are quickly making Plutio the perfect app for agencies and freelancers. Review collected by and hosted on G2.com.

I would like to see more integrations and prioritization on the consistent development of important features. Review collected by and hosted on G2.com.