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Leonidas L.

Brand Manager

Small-Business (50 or fewer emp.)

9/23/2022

"Great Task Management App"

5/5

What do you like best about Plutio?

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.

What do you dislike about Plutio?

I liked the former layout better but I am starting to like the new one Review collected by and hosted on G2.com.

MG

Moises G.

CTO

Small-Business (50 or fewer emp.)

8/9/2022

"Plutio to track your projects"

4/5

What do you like best about Plutio?

Plutio is an easy platform to use. It's available via their portal using a web browser or desktop app. You can easily switch from different client accounts with fully customizable tabs. There are many features I've yet to unlock. Review collected by and hosted on G2.com.

What do you dislike about Plutio?

I have not used this software tool to its full potential. Because we have an external invoicing software already implemented I have not tried out plutio's version. Review collected by and hosted on G2.com.

AD

Anthony D.

Owner

Small-Business (50 or fewer emp.)

5/19/2022

"Great Project Management Focused CRM"

5/5

What do you like best about Plutio?

The client billing features on this tool are amazing. I can create custom proposals, contracts, and invoices from within the program. From there I can send them to clients where they can e sign and accept the terms and even pay their bill directly. Review collected by and hosted on G2.com.

What do you dislike about Plutio?

Nothing really, this has been a great tool for me. Review collected by and hosted on G2.com.

What problems is Plutio solving and how is that benefiting you?

Client management issues have been solved, especially client billing! The white label features of this product keep things looking professional as well. There's also a client portal so customers can keep track of their projects and invoices easily. Plutio has changed how I operate my business! Review collected by and hosted on G2.com.

NR

Nick R.

Founder

Small-Business (50 or fewer emp.)

9/28/2021

"Plutio is an All in One Client Portal Game Changer"

5/5

What do you like best about Plutio?

Plutio includes all of the traditional features of a client portal like tasks, kaban boards, time tracking, milestone etc, and take a giant leap over the competition offering Invoicing, Subscription Management, Internal Chat, with the ability to White Label the portal and domain. Review collected by and hosted on G2.com.

What do you dislike about Plutio?

So far the only pain point has been with integrations with companies for Intercom and ability to editing a subscription without having to have a client re-fill out CC info. Review collected by and hosted on G2.com.

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Verified User in Design

Small-Business (50 or fewer emp.)

1/15/2022

"All my essential business organisational tools in one application, huge timesaver!"

5/5

What do you like best about Plutio?

Easy to organise all aspects of my projects, from initial proposal, identifying essential tasks, collaborating with the client, monitoring time spent, task progress through to invoice creation and payment collection. Recurring tasks are intuative and essential for me. Review collected by and hosted on G2.com.

What do you dislike about Plutio?

I like everything about Plutio, there are a few glitches as things are developed and improved but support are very responsive and helpful. There is an active Facebook Community of users who support fellow members. Review collected by and hosted on G2.com.

What problems is Plutio solving and how is that benefiting you?

By biggest issue has always been recurring tasks and forgetting to invoice clients for annual services. Plutio lets me incorporate with my project planning and reminds me when I need to raise an invoice and allows me to create & send it with a few clicks. A simple click then schedules the task for the following year. Yes I could do this in other apps but Plutio gives me a single portal to all my projects and business tools, perfect! Review collected by and hosted on G2.com.

RM

Ray M.

Information Technology Specialist

Small-Business (50 or fewer emp.)

10/16/2021

"The perfect project management tool for agencies"

4.5/5

What do you like best about Plutio?

Simply log into your portal and you have all the detiails about your project in one place. Plutio makes it easy to stay organized and on track with your service-based product. There are a lot of new features coming.

We use the platform to manage active clients, their projects, their tasks and events. There is a live web chat feature that you can embed on your website to allow prospects to communicate. Study the features and you will find that this is an overall great value tool for project management. Review collected by and hosted on G2.com.

What do you dislike about Plutio?

Plutio has a roadmap full of great ideas but they have been slow to develop. Sometimes over 2 years. There is a great community surrounding the product, lots of discussion and feedback from the supporters, I I just wish the development could move faster. Review collected by and hosted on G2.com.

Recommendations to others considering Plutio:

Compare features with other platforms and you will find this to be a good value. This single platform can replace multiple tools. Review collected by and hosted on G2.com.

What problems is Plutio solving and how is that benefiting you?

It is a great tool to keep my team organized. I have a white-labeled client portal that looks real professional to let clients review their project status, leave update requests and collaborate. The event calendar sends reminders to me and my team to keep us on track for an event. Review collected by and hosted on G2.com.

KT

Kanpong T.

Director

Small-Business (50 or fewer emp.)

10/14/2021

"Very powerful and intuitive for Client Management"

5/5

What do you like best about Plutio?

The flexible dashboard, financial features issuing invoices/receipts with templates, proposal and project management with Kanban view are very helpful! Very comprehensive features and functions. Review collected by and hosted on G2.com.

What do you dislike about Plutio?

Still need automation to help with workflow, and the messaging system could be improved for a more friendly experience. But they are working on these though! Review collected by and hosted on G2.com.

Recommendations to others considering Plutio:

We run a service company that needed a tool to help manage and keep track of tasks, documents for clients. Plutio helps our business runs systematically while still can provide flexibility. This is great for growth!

These are some of the great features of Plutio you would get: the flexible dashboard, financial features issuing invoices/receipts with templates, proposal and project management with Kanban view are very helpful! Very comprehensive features and functions. Review collected by and hosted on G2.com.

What problems is Plutio solving and how is that benefiting you?

We run a service company that needed a tool to help manage and keep track of tasks, documents for clients. Plutio helps our business runs systematically while still can provide flexibility. This is great for growth! Review collected by and hosted on G2.com.

JK

Joseph K.

CTO

Small-Business (50 or fewer emp.)

12/23/2021

"The easiest all-in-one agency management tool for CRM, tasks, billing, invoicing and more"

5/5

What do you like best about Plutio?

I like how easy it is to create a proposal and project, and then start billing all in the same application. Review collected by and hosted on G2.com.

What do you dislike about Plutio?

I don't like that I can't create new customers from the task or invoicing applications. I have to go out and create them first. There is an order of operations to make things work easily. Review collected by and hosted on G2.com.

Recommendations to others considering Plutio:

If you are starting out as an agency, this is all you will need to get the job done. This will replace all your other applications and can even be "white-labeled" to make you look like a big-shot. Review collected by and hosted on G2.com.

What problems is Plutio solving and how is that benefiting you?

I am billing my clients for monthly services as well as track project tasks against the projects billed. Review collected by and hosted on G2.com.

LF

Laura F.

Chief Funnel Architect and CMO

Small-Business (50 or fewer emp.)

1/28/2022

"Amazing project management tool with advanced features"

4.5/5

What do you like best about Plutio?

Plutio is a cost effective way of engaging with remote teams and it has loads of features Trello doesn't, such as time tracking and costing, proposals, or invoicing. Review collected by and hosted on G2.com.

What do you dislike about Plutio?

The system can be slow to update sometimes, but not experienced any major downtime yet.It is also sometimes confusing to filter results and they don't update automatically. Review collected by and hosted on G2.com.

ZK

Zaki K.

Graphic designer

Small-Business (50 or fewer emp.)

7/22/2021

"In my opinion it's still a demo product"

1.5/5

What do you like best about Plutio?

The interface looks good, modern design

They do offer the possibility to have a white-label portal, which is a good thing for many businesses

But with all the cons, it's hard to choose Plutio unless you don't care much about the details or you just need one or two features from it that you can probably find for free using other companies like Trello for project management Review collected by and hosted on G2.com.

What do you dislike about Plutio?

We decided to migrate to Plutio because of the number of features and customizations that this software offers. But unfortunately, a lot of features do not work correctly. And not so intuitive as it appears.

We only used it for a few days, and we were testing to see if it is what we need.

I think there is still a lot to improve, we have seen several bugs, and several essential features are missing to call it all in one, like HR, payroll reports, accounting, and expenses.

At first, I had mixed feelings. One of our team's reasons to give up Plutio is that Plutio's customer service is not good. We still have not received any responses to our support requests sent out five days ago. I was advised not to ask any support-related questions on the Facebook group.

Among the things that I think Plutio needs to improve: are Localization issues, adding shortcuts, so you don't need to click several times like checking tasks details from the dashboard, improving the chat (which is extremely buggy) [good luck sending a screenshot to your team mate], the way how the PDF looks on email, and a lot of other minors issues that I think got accumulated over time.

In our Dashboard, there is an error message showing for days, still no feedback from Plutio support.

I understand that making software that meets all business requirements, from invoicing to project management, is not an easy thing; Plutio is a small team trying to compete with giants. I see it as a demo product, and I think they should have continued to improve it before releasing it or adding more developers behind it.

I am doing this review so that other customers have an idea before buying the product. I wish Plutio all the success, but let's be honest, there is still a lot of work to do. Review collected by and hosted on G2.com.