Plutio Review, Features, Pricing, and Alternatives. Best Business Software

A. Dashboards and Client Portals

With Plutio, you can create fully customizable dashboards and branded client portals with rich content, interactive charts, metrics, and more.

• Interactive graphs – It shows data in real-time through interactive charts such as bars, pies, lines, and more.
• Metrics and goals– You can track metrics in real-time and set goals against them.
• Dynamic content– Show dynamic data that will auto-populate depending on the logged-in user.
• Rich media – Add images, videos, rich text, and even embed HTML widgets.
• Multi-page support– Create as many dashboard pages as you want, each with different data and layout.
• Dashboard per user role – Create bespoke dashboards for each user role so everyone only sees what is relevant to them.
• Third-Party Data – Connect and pull data from third-party sources to show them in-app.
• Income Over Time Widget – Monitor your income over time based on invoices paid or 3rd party data.
• Billable Time Widget– Quickly check how many hours are ready to bill to clients or customers.
• Labor Costs Widget– Stay on top of your labor costs based on hours tracked by contributors.
• Task List Widget– Keep specific lists of tasks for you to monitor such as overdue tasks, tasks assigned to you, or tasks without due dates.
• Sent Proposals Count– Get a quick read on if you’re reaching your weekly sales goals with proposals sent.
• Image Widget- Show any image you want on your dashboards, from logos and marketing materials to family portraits.
• Calendar & Agenda Widgets– See your week at a glance, your next appointments, or your task due dates, all in the same place. Check Our Guide On Best Calendly Alternatives In 2022.
• Custom HTML Widget – Need something else? Use custom HTML to load any widget from anywhere.

B. Tasks

Plutio lets you create tasks for whatever needs to get done. Plutio will help keep you organized so you can stay focused.

• Custom fields– Create fields for tags, priority, estimates, approvals, or anything else you can imagine.
• Colored tags– Add color tags to tasks for an enhanced visual view.
• Checklists– Create as many sub-tasks as you want to break a task into smaller pieces.
• Task templates– Save tasks as templates and use the new /template shortcut to quickly create tasks from a template.
• Descriptions – Keep your task name short and to the point, put all the details in the description.
• Comments– Discuss and collaborate on tasks with your clients and contributors.
• Start dates – Make sure you’ve plenty of time to get a task done by setting a start date.
• Due dates – set due dates to ensure no deadlines are missed.
• Repeating tasks – Set tasks to recur daily, weekly, monthly, or even annually.
• Reminders– Get reminded by email or push notifications before your task start or on due dates.
• Delegation – Assign tasks to people so everyone knows what to work on.
• Followers – Add followers to tasks so they are kept in the loop, effortlessly.
• Mentions – Easily mention someone in a task, they will be added as a follower and kept updated.
• Attach files and images – Upload files and images from your computer or Facebook, Google Drive, and even via link or FTP.
• Move tasks – Move tasks between projects, task boards, and task groups.
• Copy tasks – Effortlessly duplicate tasks to other projects, task boards, and task groups.
• Task boards – Create and manage multiple task boards and easily move tasks and task groups between them.
• Unique link– Each task has its own unique link which you can easily copy and share for direct access to tasks.

C. Time Tracking

Plutio lets you track your time from anywhere and visualize everyone’s time entries in a powerful timesheet.

• Instant time tracking – Quickly start the time tracker on current tasks or as creating a new task.
• Manual logging– Forgot to track your time? you can manually log time into your timesheets.
• Billable tasks– Toggle time as billable or non-billable.
• Timesheets – Each project has its own timesheets.
• Edit tracked time – Edit the rate and time on any logged time from the timesheet.
• Print-ready timesheets– All of its timesheets are print-friendly.
• Downloadable timesheets – Export any timesheet as a fully editable XLSX file.
• Invoices from timesheets – Create an instant invoice for all the billable tasks within a timesheet.
• Real-time stats– Full view on the time tracked and their billing status.
• Public link – Share timesheets with anyone using a unique public view-only link.
• Send timesheets– Send an email to anyone with the timesheet attached.

D. Project Management

Plutio is one of the best project management software for small teams. From tasks and time tracking to files and conversations, everything you need to organize and complete projects in one place.

Read Our Guide On How To Choose The Right Project Management Software?

• Clean dashboard– Have a bird’s eye view of all your projects and their current stages.
• Project templates – Save projects as templates to reuse them again.
• Custom fields – Add more information to your projects by creating custom fields.
• Custom statuses – You don’t need to change the way you work, set your own project workflow and stages.
• Progress indicator – Each project has a visual progress bar that updates in real-time.
• Project files – Upload files directly from your computer or third-party apps like Google Drive or Facebook.
• Brief – Use the brief editor to set clear goals and deliverables for every project.
• Tags – Stay organized by creating tags for project type, size, or anything else.
• Colored tags – Add color tags to your projects to visually group them.
• Turnaround dates – Set the start and deadline dates of your projects.
• Project currency – Projects will inherit the default workspace currency, but you can override it per project.
• Hourly rate – Specify the hourly rate of each project to be used when billing for tracked time.
• Contributors – Add contributors such as clients or teammates to collaborate with you on projects.
• Conversations – Start a conversation with anyone involved in the project.
• Public view – Share your project tasks publicly using a customizable link.
• Permissions – Projects will inherit the default user permissions, but you can override them per project.
• Multiple views – Visualize your projects in a simple list, cards, or a stunning timeline view.

E. Invoices

Plutio allows you to create invoices, send them quickly, and receive notifications when they are opened. Plutio also has a variety of payment methods (Stripe, Paypal, bank accounts) and currencies to choose from, making it extremely flexible when it comes to creating invoices. Some other important invoices features are:

• Multiple payment methods – Connect your Stripe, PayPal, or bank account and accept payments securely.
• Multi currencies – Invoices inherit the default workspace currency, but you can override the currency per invoice.
• Subscriptions – Create and manage recurring billing and invoices.
• Payment schedule – Effortlessly split an invoice to spread out payments across multiple invoices.
• Custom fields – Customize your invoices to match your needs with custom fields.
• Send and track – Email your invoices to be paid and track when they are opened and paid.
• Invoice Generator – Generate invoices with the click of a button, including your company info, client’s info, and billable time.
• Receipts – Automatically send customized receipts to clients the moment they make a payment.
• Instant notifications – Receive push notifications as soon as your invoices are viewed or paid.

F. Proposals

Plutio lets you create eye-catching proposals using an intuitive drag and drop editor. Track when they are opened and signed. One of the greatest electronic signature tools is DocuSign, which is ideal for bigger businesses because it enables you to save and use more document templates, integrations, and features. You will get essentials proposal features like:

• Electronic signatures – Your clients can sign and approve proposals with legally binding online signatures.
• Blocks – Build proposals from a variety of blocks such as videos, text, tables, images, and more.
• Send and track – Effortlessly track when your proposals and contracts are opened and signed.
• Automation – Automatically create projects and invoices when proposals are signed.
• Templates – Create templates for your proposals, contracts, and even blocks.
• Assign to projects – Attach proposals to projects so you could keep track of where they belong.
• Public link – Each proposal has a unique public link so you could share it with anyone.

G. Contracts

Contracts are essential for both your and your client’s protection. As a result, you may need to draught a contract for your future clients. These can be electronically signed and added to quotes and invoices! You can also take advantage of pre-designed templates. Check Our Guide On Some of the key features you will get are:

• Electronic signatures – Create contracts and legally binding documents in minutes with electronic signatures.
• Multiple signees – Set your contracts to be signed by one or multiple parties.
• Send and track– Effortlessly track when your proposals and contracts are opened and signed.
• Attach to a proposal– Make your proposals legally binding by attaching a contract.

H. Client Management

With the ability to add or invite people, you can collaborate in real-time and build stronger relationships.

• Comprehensive profiles -Everyone has a clean profile with all you need to know accessible in an instant.
• Profile notes – Easily add private notes to contact and company profiles.
• Activities – Log and schedule calls, meetings, or anything else on people’s profiles.
• Company profiles – Create profiles for companies and easily group people with them.
• Custom fields – Track more details about everyone in your workspace with custom fields.
• Archive – Archive profiles suspend their access to the workspace.

I. Inbox

When interacting with your customers, it can quickly become complicated if you are chatting via Whatsapp, email, and several other platforms at the same time. It’s best to keep a history of conversations and centralize everything in one place. This also applies to the exchange of attachments and various links. Plutio understands this, and therefore they’ve created a robust inbox to help you and your team be on the same page. There are various free email marketing tools, that will help you to grow your customer base with amazing customizable layouts. Some of the important features that Plutio offers in this area are:

• Direct messages– Start a conversation with anyone securely and privately. (Best Direct Mail Services Of 2022)
• Group & Team Chat – Create group channels and invite people to collaborate.
• Reply from email – Unseen messages are sent to email and can be replied to directly from the email
• Chat widget – Add a customizable live-chat widget anywhere you want, such as your website or app.
• Canned responses – Save thought-out and pre-written responses so that you can instantly reply while on the go.
• Convert to tasks – Convert any message or email into a task with a click of a button.
• Snooze – Snooze conversations to get back to them at a later time.
• Send later – Schedule an email or a response to be sent at any time you choose.
• Conversation IDs – Keep track of your conversations with Conversation IDs.
• Conversation-to-Task – Easily create tasks from incoming conversations.
• Lead Collection – Collect email addresses of incoming senders.

J. Chat Widget

This is a fantastic feature that most competitors lack. You can include a live chat wherever you like: On your website, in a quote, on a bill… The customer can chat with you at any time! PLutio’s chat wizard features let you create live-chat widgets that can be added to proposals, invoices, and wiki pages or easily embedded into your website.

• Instant direct messages – Start a conversation with anyone in private from within Plutio.
• Shared inbox – Easily add collaborators to the live-chat inbox.
•  Fully Customizable – Choose the color, position, images, behavior, team-member permissions, and more.
• Custom Triggers – Show or hide the live widget on click, after a certain time, or on a particular action.
• Continue on email – Unseen responses are sent to the contact’s email and their responses will be pulled into the inbox.
• Delegate Conversations – Delegate conversations to anyone in your organization.
• Chat Support – Easily support current customers with always-available in-app or website chat widgets.
• Embeddable Anywhere – Use your chat widget anywhere with an embeddable HTML snippet.
• Mobile-Friendly – Respond to messages from anywhere with instant mobile messages.
• Unlimited Number – Create as many chat widgets as you need, per website, client, team member, department, or more.

K. Forms & Surveys

It might be interesting to create a survey to get feedback from your customers, or to collect images or information for the development of a project, the possibilities are endless! Plutio allows you to collect data via beautiful responsive forms and surveys that can be shared or embedded online.

Read Our Guide On Best Online Form Builders For Websites.

• Content – Add images, videos, and tables to give forms context or provide more details.
• Intro page – Show a fully customizable welcome page before directing to the form.
• Confirmation page – Auto direct to a customizable confirmation page on submission.
• Activation date – Publish forms but automatically accept submissions on a certain date.
• Expiration date – Automatically close forms when a certain date is reached.
• Submissions limit – Automatically stop accepting new submissions when the limit is reached.
• Responses – View and sort responses through an easy-to-use interface.
• Search and sorting -Search, sort, and flag responses for easy access.
• Dropdown – Perfect for questions with many pre-set options.
• Signatures – The signature field with a variety of singing options.

L. Whitelabel/ Branding

You can also get this software as a white label. In fact, You can change the name, change the colors, and the logo. It is also possible to put your own domain name and email address!

• White-label – Making Plutio truly yours and impress your clients by replacing the Plutio branding with your own.
• Custom domain name – Replace the default Plutio subdomain such as you.plutio.com with your own custom domain name.
• Custom email address – Set your email address for all outbound emails and notifications.
• Your logo – Replace the Plutio logo with the logo of your brand. (Best Logo Maker & Designer In 2022)
• Interface colors – Change the interface colors to match your brand.

M. Integration

Plutio allows various integrations with other tools and software such as:

• Public API – Connect to third-party apps or even your own systems, to sync data and create automated workflows.
• Zapier– Connect to more than 500 apps and create automated workflows.
• Integromat– Automate repetitive tasks and make your work easier.
• Stripe -Setup Stripe as a payment method to accept credit card payments.
• Square -Connect your Square account to accept credit card payments.
• PayPal – Accept online payments and get paid instantly into your PayPal account.
• Google Calendar – Connect and sync your Google calendar with Plutio instantly.

N. Import/ Export

Plutio allows you to import almost anything, making it simple to move tasks, projects, calendar items, contacts, and other data from anywhere. Plutio allows you to import almost anything, making it simple to move tasks, projects, calendar items, contacts, and other data from anywhere.

O. WIKI (Knowledgebase)

You can create as many wiki workspaces as you need with Plutio’s wiki feature. All of the settings and permissions are completely customizable. Plutio’s private wiki can be used to create a private space where you can freely jot down any ideas that come to mind.

Create a knowledge base if you want to keep everyone in your company up to date. You can also create a help center with frequently asked questions so that your customers or potential customers can quickly find solutions to their problems.