Plutio

AI that runs your entire business as if it were you

Free Trial

Description

Plutio provides an integrated solution for managing every aspect of a business from a single platform. By combining client management, project collaboration, invoicing, proposals, forms, scheduling, and workflow automation, it enables users to streamline operations, enhance productivity, and reduce the need for multiple separate tools.

With real-time collaboration, customizable features, and a focus on automation, Plutio adapts to unique workflows and branding requirements. Businesses can personalize their workspaces, communicate efficiently with clients and teams, and manage payments and contracts securely with ease.

Key Features

Project Management: Plan, collaborate, and track projects of any size with real-time collaboration, multiple views, and reusable templates
Invoicing: Send professional invoices, support multi-currency, recurring billing, and multiple payment methods
Proposals: Draft branded proposals with electronic signatures, packages, rich media, and automation
Forms: Collect information via responsive forms with signature fields, input types, payments, and reporting
Scheduler: Manage bookings and appointments with customizable windows, notifications, and integrated payments
Inbox & Communications: Centralize client and team communication with messaging, channels, and discussions
File Management: Organize and share files with project and workspace folders, attachments, and public views
Timesheets & Time Tracking: Monitor billable time, project budgets, reporting, and profitability
Contracts: Sign legally binding agreements with electronic signatures, automation, and localization
Brand Customization: Fully customize branding, interface themes, custom domains, emails, and icon sets

Use Cases

Managing freelance or agency projects
Automating client onboarding and proposals
Issuing invoices and tracking payments
Scheduling meetings and appointments
Collecting client data through forms
Collaborating with team members or contractors
Centralizing workflows for small businesses
Streamlining contract management and e-signatures

Frequently Asked Questions

What does 'contributor' mean in Plutio?

Contributors are custom user roles, such as teammates, contractors, or managers, each with customizable permission levels.

Is there a limit on clients or contributors?

The Solo plan allows up to 3 clients and no contributors, while Studio and Agency plans offer unlimited clients with varying numbers of included contributors and the ability to add more for a fee.

Can I use Plutio with my own branding?

Yes, white-label is available as an add-on on some plans and included on higher tiers, allowing you to replace Plutio branding with your own.

Does Plutio offer a free trial?

Yes, Plutio offers a free trial with unlimited access to all features; no credit card is required to start.

Are there discounts for students and nonprofits?

Plutio provides a 10% discount for students and a 30% discount for nonprofit organizations upon verification.