" It's awesome how I have been able to build up onboarding and invoicing and client related reporting in one place using Clientvenue, it's really awesome that we've been able to cut on extra software spending for our business as well. "

Alore Sales, bengaluru
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What is Plutio?

Plutio is a small business and freelancer-friendly all-in-one business management software. It's an easy-to-use platform with advanced tools that let users manage their businesses, communicate with consumers, and interact with teams all in one location. The platform is well-known for being a dependable, well-organized, and simple-to-use productivity tool.

Plutio is a highly customizable software that includes everything a user could need, from projects and tasks to proposals and invoicing features.

To run a business, the software eliminates the need to switch between various apps or handle multiple subscriptions. Plutio combines all of the tools into one platform, allowing users to integrate their existing apps with a single click.

Plutio Pricing starts at $15/month which is very accessible for freelancers. Add-ons start from $9/month.


  • Nice proposal capability, can auto-generate a project with tasks
  • Their interface is very sleek and easy to use.
  • The founder of the tool, Leo Bassam, is constantly releasing new features.
  • It features templates so you can save time when making contracts and proposals.
  • It is feature-packed and the team behind it is very active.


  • It seems mostly geared towards freelancers. If you run an agency and have a lot of internal collaboration, the tool might not be the best suited for that purpose.
  • The inability to easily change the view of a project board (this is a feature available in other project management tools).
  • The inability to do a stopwatch within the platform to keep track of the time.
  • It was a little difficult to get things set up initially, but the software has evolved so much since then that I doubt new users feel that way.

1. monday.com

monday.com is an open platform that connects teams with custom-built solutions to break down communication barriers, advance projects, and align everyone engaged. All progress updates, budget approvals, and more are accessible from a single platform, allowing you to understand where all of your team's work stands at a glance.

It lets you access vital information and make better data-driven decisions quickly whether you're at home, in the office, or on the go without wifi.

Best For

A multitude of teams, big, small, and cross-functional, in a variety of industries worldwide.

Pricing starts from Free Plan with 2 seats, unlimited boards, and 200+ templates.


  • Automations and the ease of collaborating across boards and tasks.
  • Easy to track the progress of every project
  • Drag and drop feature is the best.
  • Customer support team is Stellar!


  • The “Infoboxes" feature is limited.
  • Pricing is very confusing and it was very hard at the beginning to figure out.
  • Absence of a "repeating or scheduled task".
  • The reporting mechanism is not on point.

2. ClientVenue

ClientVenue is an end-to-end solution for businesses that are looking to deliver productized services for their clients. It helps agencies and freelancers in managing their clients in an end-to-end format. Right from first contact to managing invoices and managing monthly revenue.

Best For

Small and medium businesses, agencies, and freelancers

Pricing starts at $39/month with (unlimited clients) at Lite Plan


  • Slack integration
  • White labeling your Agency Portal
  • Using Custom Webhooks
  • Setting up Email Notifications
  • Easy integration with stripe
  • Incredible customer support


  • It is a new tool and has fewer customizations options.
  • The only feature missing is accounting integration.
  • The visual design also feels a little flat and boring with limited options.

3. Agiled. app

Agiled is a business and project management tool that allows customers to manage their entire business from a single location. CRM, HRM, Financial Management, Projects, and Task Management, Contracts, and Professional Proposals are all available with Agiled.

Along with Zapier, Integrate, and Custom Webhooks, Agiled features a lot of native integrations. Agiled allows businesses to manage their operations in one central location.

Best For

Small and medium-sized businesses, Agencies, and Freelancers

Pricing starts at $7/month which makes it one of the most affordable solutions for businesses that are just starting.


  • The UI is easy to use so there is not a big learning curve to adopt the tool.
  • It has robust reports and financial management features which help to give you a clear overview of how your business is doing.
  • 100% White Labelling Option with Custom Domain and SMTP.


  • Agiled App is a new tool and has fewer customizations options.
  • The only feature missing is wave accounting and payment integration.
  • The visual design also feels a little flat and boring with limited options.

4. HoneyBook

HoneyBook is a client management software especially for photographers, small businesses, and freelancers to book more clients, manage projects, and get payments all in one spot. You can automate your busy work and remain on top of all your to-dos with our company management software, saving time and money so you can develop your business.

It's like your own personal assistant. Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools.

Best For

Graphic designers, DJs, photographers, business coaches, web designers, consultants, florists, caterers, videographers, calligraphers, business coaches, health & wellness professionals, etc.

Pricing starts at $9/month (with up to $10k in transactions) and there is a 7-day free trial.


  • You can visually track projects from start to finish.
  • Its UI is sleek and very easy to use.
  • It also features a mobile app that is both available on iOS and Android to help you manage your business on the go.
  • It is good for creative entrepreneurs to manage their whole working process.
  • Professionalism and ease of sight features.


  • The biggest downside of HoneyBook is the lack of payment integrations. There is no Stripe or PayPal integration and you are tied to using their payment gateway.
  • There’s only a 7-day trial, which might be too short to fully test the tool.
  • The email feature within HoneyBook can be a bit confusing.

5. HelloBonsai

Hello Bonsai is a project management tool for freelancers. It offers freelance proposals and contracts. It handles your freelance invoices and payments. It helps you with tracking your expenses. It helps you manage your clients and leads. Also, it’s a project management app and time tracker. Essentially, Hello Bonsai is designed to help you with every aspect of your freelancing.

Pricing starts at $19/month and there’s a 14-day free trial.

Best For

Small businesses and Freelancers


  • It's very feature-rich.
  • It also has a comprehensive tax and accounting system (which you must purchase as an add-on), which can save you a lot of time.
  • They have an iOS and Android app as well.


  • The application is designed for freelancers.
  • It may not be the best tool for managing an agency if you have a large number of team members or tasks.

6. Dubsado

Dubsado is an all-in-one business management tool that lets you send contracts and invoices, manage projects, create questionnaires and other forms, track time, send and receive emails, and so much more all from one app.

Best For

Small and medium businesses and Freelancers

Pricing starts at $35/month and there is an unlimited free trial.


  • It has a lot of features and customizations available.
  • You can also use the tool for free up to 3 clients which is great if you’re starting.
  • Customizable fillable forms
  • Automation and scheduler function.
  • Ability to create Client Portals
  • White-label branding ability
  • Amazing customer service


  • Some user reviews noted that there can be quite a learning curve to start using the tool and the user interface can be cluttered at times.
  • There’s also no mobile app.
  • The software is constantly having bugs and errors.
  • The steep learning curve at first.

7. ActiveCollab

Manage client access to your tasks and projects, update them on your progress, and keep them informed. All communication takes place in one place, so you don't have to sift through emails and chats for bits and pieces.

You can also invoice your clients directly from the project! This is where you do Real Work in front of your clients, and they can see it!

Best For

Small and medium organizations and teams.

Pricing starts at $9/month (for up to 3 members) for the Plus plan or $7 per member. They also have a free plan which is great for personal use (with up to 3 seats).


  • The tool is focused on project management and collaboration with extensive features such as recurring tasks, templates, calendars, reports, and customizations.
  • Great tool for managing complex projects with multiple stakeholders.
  • Great dashboard, different types of reports, milestone preview.
  • Clean UI and superb UX that makes onboarding new, casual users a breeze.


  • There is no white label client portal software.
  • There are no forms (apart from estimates) or contracts/proposals.
  • While pricing may seem low, if you have a lot of clients it can become a very expensive solution.
  • Lack of integration with Git or another version of the control system.
  • Upgrades have been a bit buggy and while the team is responsive.

8. ManyRequests

ManyRequests is a client portal software with project management tools, billing, checkout forms. The tool is best suited for agencies and service-based businesses that want a fully customizable portal for their clients.

Best For

Small, medium businesses and agencies.

Pricing starts at $59/month (for up to 2 user accounts) for the Starter plan.


  • The user interface is very modern and clean. It makes it very easy to implement for your business.
  • The tool is fully Whitelabel. You can use your domain, email, logo, branding.
  • You can automate everything with Zapier and connect with your existing tools.
  • New integrations are released regularly.
  • Fast support (same business day) and custom features are available to fully fit your workflow.


  • The app features several integrations (including Zapier) but doesn’t have a public API (yet)
  • Doesn’t support translations yet, however, this is part of their roadmap.

9. 17hats

17hats is a business process automation solution. It's a tool designed for small businesses with fewer employees to manage operations like billing, scheduling, and meetings without relying too heavily on paper.

17hats solutions allow you to concentrate solely on your task. As a result, motivated individuals working alone can considerably profit from this tool. Photographers, in particular, have found 17hats to be a very valuable tool for managing all of the processes required when dealing with various clientele.

Best For

Entrepreneurs with small companies.

Pricing starts at $13/month for the Level One Plan (Free CRM included for life).


  • PLUS everything is automated.
  • Create invoices and automate monthly billing.
  • Supports multiple users.
  • Integrates with several payment gateways to automate payments.
  • All-in-one solution for booking, invoicing, and workflow management.


  • It sucks when it comes to project management for production companies.
  • Customer service is only via text messaging or email and responses take up to 3 hours.
  • Booking function doesn't have all the features.
  • Quality of their bookkeeping is not as thorough or beneficial as other accounting software.

10. Bloom

Bloom is the easiest platform to streamline booking, invoicing, and communication with your clientele. It exists to help creatives run an efficient and profitable online business.

It built a powerful business management and growth toolset, giving creatives access to modern and robust technology, all in one place.

Best For

Agencies and freelancers.

Pricing starts with Free Plan for the Starter (with 1 active project/bookings), Standard Plan starts at $39/month (with unlimited active projects/bookings).


  • Sleek and easy-to-use interface.
  • Built-in website chat messenger.
  • Revolutionary forms that do the selling for you.
  • Includes a website builder and image galleries.


  • Currently, the app is only available on iOS.
  • The website builder is still in Beta.
  • No Multiple brands and multi-user support.

11. Hubspot

Hubspot is a complete marketing platform that helps marketers establish, manage, and scale their business. It provides robust tools to develop landing pages, email lists, social media strategies, paid ads, lead nurturing—the list goes on.

Best For

B2B small businesses with sales teams.

Pricing starts at $200/month for the Lite Plan (Free CRM included).


  • Integrates with Google Analytics and other 3rd party tools.
  • Consolidates leads into one single dashboard.
  • Built-in reporting tools that help you measure your progress against your goals anytime, anywhere.
  • A clean and modern interface with a drag & drop builder makes it very simple to create custom landing pages and forms. So easy even a non-techie can do it.


  • Lack of a free trial.
  • Mobile apps are not as good as they should be.

The Sales module needs improvement. It lacks important features such as scheduled follow-ups and contact management capabilities.

12. Proposify

Proposify is the first step of the sales process for modern marketers. It allows professionals to create professional-looking proposals, quotes, contracts, and other business documents within the browser.

The tool supports clients both inside and outside your business so you can manage communication with anyone without ever leaving Proposify.

Best For

Project managers, entrepreneurs, freelancers, and agencies.

Pricing starts at $25/month for Personal Plan which has 3 active projects/proposals (Free CRM included).


  • Simple online proposal creation interface that requires no training whatsoever.
  • Scales well for larger businesses as well as small companies - perfect for growing teams where needs change over time.
  • Customizable report builder lets you analyze your proposals, winning customers, and channels to understand where the most opportunities are.


  • No free trial.
  • Mobile apps need improvement for iOS users.

13. PastBook

PastBook is a simple-to-use invoicing service that lets you manage your tasks, accept payments online, keep track of clients, create reports and so much more!

With an easy-to-follow 3-step booking process with adjustable packages, PastBook makes it possible for anyone to have impressive marketing materials without having any design or tech skills at all.

Best For

Agencies and freelancers need to simplify their business management while keeping things professional and sleek.

Pricing starts from $9/month (Free CRM included).


  • Accessible and user-friendly interface with drag & drop editor.
  • Includes a website builder and image galleries.
  • Keeps track of your activity and automatically syncing with Facebook, Instagram, and Twitter.


  • A free trial would be nice to see it for yourself before committing to anything.

14. Â Freshbooks

FreshBooks is an award-winning cloud accounting software that helps millions of entrepreneurs save time billing clients, tracking expenses and taxes while they run their businesses from their phones or tablets.

Best For

Entrepreneurs looking for a simple way to manage the books without complicated features (Not recommended for large teams).

Pricing starts at $15/month (Free CRM included).


  • Cloud accounting - keeps track of all your business transactions, income, revenue, and expenses.
  • Tracks your time and sends you reminders based on the number of hours you spent on a project.


  • No free trial.

15. Â Bench

Bench is a web-based, small business SaaS solution with some cool features that include invoicing, contact management, timesheets, automatic mileage tracking, and more!

It also allows you to easily pay your staff, create payroll reports and send them to your accountant or email directly to clients for payment.

Best For

Freelancers or agencies who need an easy way to invoice clients and track hours spent on individual projects.

Pricing starts from $15/month (Free CRM included).


  • Integrates with over 80 leading apps such as Xero, PayPal, and FreshBooks - giving you access to thousands of tools you can use right at Bench!


  • Cannot schedule follow-ups automatically.
  • No email tracking to see if your prospect opened the proposal you sent them.

16. Clio

Clio is a web-based, cloud-hosted legal practice management software solution for law firms and solo practitioners.

It offers an easy way to manage clients, billable time, and expenses while keeping relevant records all in one place perfect for professionals looking to increase their productivity!

Best For

Law firms looking for better ways to organize information, stay on top of deadlines and monitor multiple projects across the board - ideal for keeping track of team members too!

Pricing starts at $10/month (Free CRM included).


  • Integrates with over 1 000 apps including Dropbox, Google Apps, and Outlook.
  • Keep track of your goal progress and weekly activity to maximize your productivity.


  • Not accessible on mobile devices.

17. SuiteDash

SuiteDash is a web-based tool that helps small business owners manage their projects by keeping track of financials, projects, and contacts in one simple workspace.

With SuiteDash, you can easily book projects, create quotes for your clients and keep track of any payment or invoice issues right at the click of a button.

Best For

Entrepreneurs looking for an easy way to streamline project management without having to deal with complicated features.

Pricing starts at $19/month (Free CRM included).


  • You can create unlimited invoices in just minutes no design skills are required!
  • Send them directly to your client's email address with just a few clicks.
  • Keep track of all payments received and automatically sync transactions with QuickBooks


  • Only integrates with Google Drive, Box, and Dropbox.

18. Capsule

Capsule is a sales and marketing automation platform built for small businesses. It includes lead tracking and enrichment, email & SMS communication, landing pages and forms, website tracking, drip campaigns all accessible in one simple interface with no coding required!

Best For

Business owners looking to track their leads online or on mobile devices through easy-to-use software (Ideal for marketers too!). Free CRM included.

Pricing starts at $10/month.


  • Runs on autopilot - turn more visitors into customers with intelligent workflows that take care of themselves.
  • Gives you access to affordable monthly payments without any long-term commitment - perfect if your business is starting!

19. InDinero

InDinero is a web-based online accounting platform for small businesses looking to manage their finances better while saving time & money perfect for busy entrepreneurs who want to take care of the essentials from the comfort of a single control panel!

Best For

Business owners or startup companies are ready to bring their business into the digital age through better management tools (Ideal for accountants too!). Free CRM included.

Pricing starts at $30/month.


  • It turns more visitors into customers with intelligent workflows that take care of themselves.
  • Gives you access to affordable monthly payments without any long-term commitment - perfect if your business is starting!

20. Fundbox

Fundbox is a small business lending platform that lets you receive funding by simply using your outstanding invoices as collateral - great for businesses looking to improve their cash flow on the go!

Fundbox offers 3 months of no interest on loans under $50K and 6 months of no interest on loans over $50K after a quick application process.

Best For

Business owners looking to get an easy loan without monitoring or credit checks required (Also great for startups!). Pricing starts at $99/month.


  • Accessible through mobile devices so you can check your balance anytime from anywhere.
  • Offers affordable monthly payments with no long-term. commitment.


  • Only allows you to use your outstanding invoices as collateral, not client credit cards or savings accounts.


As stated in the very beginning, Plutio was designed to help freelancers and agencies generate more revenue through better client relationships - not replace existing web-based or mobile CRM apps that are already doing a great job in their own right!

This is why we decided to share our list with you today. Every alternative listed here has been carefully selected and ranked based on our own experience as entrepreneurs working with each service.

We hope you found this list useful and we wish you all the best in your future endeavors!

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