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Description
Manage your entire business and accomplish tasks seamlessly with a single application. Plutio is a comprehensive business management tool crafted to assist you in overseeing projects, monitoring time, and generating eye-catching proposals along with invoices that ensure prompt payments. You can efficiently create tasks for all your requirements, allowing Plutio to keep you organized and focused on what truly matters. No matter where you are, you can monitor your time and gain insights into everyone's time entries through an advanced time-sheet feature. Quickly send invoices, track their status, and receive payments swiftly using various payment options like PayPal and Stripe. Design stunning proposals and legally binding agreements with an easy-to-use drag and drop editor, while also being able to track when they are viewed or digitally signed. Foster communication with your team through real-time messaging and integrated email features, enhancing collaboration. With the option to add or invite new members, you can work together more effectively and cultivate stronger relationships. Initiate discussions with anyone on Plutio, seamlessly linking your conversations to your ongoing projects and tasks for improved productivity. This cohesive environment empowers you to streamline operations and achieve your business goals more efficiently.
Description
With a beautiful interface, you can create an unforgettable experience for your clients. Manage client requests, send briefs, proposals, and get client signature-off. Integrate all the apps you use into the same interface. No more app switching. All your smart documents are accessible through a single interface. All your client content requests, briefs and proposals, SoWs, status updates, sign-off requests, and so on, can be kept in one place. Each document can contain action items. A summary of all the tasks your client must complete will be displayed to them. Help them to deliver on time. Allow your client to access the apps you already use. Figma prototypes, Airtable bases and Trello boards are all possible. You can also add client testimonials to your case studies and reuse them in any Proposal.
API Access
Has API
API Access
Has API
Integrations
Agiled
Airtable
Canva
Desktop.com
Dropbox
Figma
Google Drive
KonnectzIT
Latenode
Make
Integrations
Agiled
Airtable
Canva
Desktop.com
Dropbox
Figma
Google Drive
KonnectzIT
Latenode
Make
Pricing Details
$15.00 per month
Free Trial
Free Version
Pricing Details
$9 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Plutio
Founded
2015
Country
United Kingdom
Website
www.plutio.com
Vendor Details
Company Name
SuperOkay
Country
United Kingdom
Website
superokay.com
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
Product Features
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management