What is Plutio?

Plutio provides a comprehensive solution for freelancers, agencies, and small businesses to streamline their entire workflow in one platform. Users can efficiently manage and collaborate on projects, create and track invoices, build proposals, sign legally binding contracts, collect information with responsive forms, and handle bookings and scheduling—all from a unified dashboard.

With real-time collaboration features, advanced customization options, reusable templates, and multilingual support, Plutio adapts seamlessly to individual workflows. The platform supports seamless client communication with a unified inbox, supports multiple payment methods and currencies, and offers white-labeling for brand consistency, making it a reliable and scalable solution for managing a modern service-based business.

Features

Unified Project Management: Plan, track, and collaborate on projects and tasks in real-time.
Professional Invoicing: Generate, send, and manage invoices with multi-currency and multiple payment method support.
Custom Proposals & Contracts: Create customizable proposals and legally binding contracts with electronic signatures.
Integrated Forms Builder: Build, share, and manage responsive forms with diverse input types and payment fields.
Scheduling & Booking: Manage appointments with customizable booking windows, buffers, and instant payment capabilities.
Real-time Collaboration: Enable discussion via project chats, direct messages, and unified inbox communications.
Brand Customization: White-label interface, domain, email, themes, logos, and interface layout to fit business branding.
Advanced Reporting: Generate detailed reports on budgets, billable hours, responses, and overall business performance.
Multi-View Interface: Switch instantly between kanban, list, timeline, and calendar views for optimal planning.
Automation & Integrations: Automate workflows, sync data, and integrate with external business tools.

Use Cases

Streamlining operations for freelancers managing multiple clients and projects.
Centralized project collaboration and communication for agency teams.
Creating and sending branded proposals and contracts to clients.
Automating invoice generation and tracking payments across currencies.
Collecting client information with custom online forms for service onboarding.
Scheduling consultations, meetings, or bookings with integrated payment collection.
Managing team timesheets, budgets, and performance metrics for service providers.
Providing clients with dedicated portals for real-time project updates and file sharing.

FAQs

What does a contributor mean in Plutio?

Contributors are custom user roles such as teammates, contractors, or managers, each with specific permission levels managed within the platform.
Is there a limit to the number of clients I can invite?

On the Studio, Agency, and Enterprise plans, you can invite unlimited clients; on the Solo plan, up to 3 clients are allowed.
Can I change my subscription plan later?

Yes, you can upgrade or downgrade your Plutio plan at any time as your business needs change.
Does Plutio support white-label customization?

Yes, white-labeling is available for customization of branding, including your own logo, colors, custom domain, and email, either as an add-on or included with certain plans.
Are discounts available for students or non-profits?

Plutio offers a 10% discount for students and a 30% discount for non-profit organizations upon verification.