Top 7 Plutio Alternatives for Managing Your Business

Plutio is a platform offering tools to help with project management, invoicing and other day-to-day operations. However, many businesses find that the features offered by Plutio are not enough to meet their needs. 

There are a variety of great options that can help you keep all of your business operations running smoothly. From task management to invoicing and accounting, these alternatives can assist you with all aspects of your business.

In this article, I will take a look at the best 7 Plutio alternatives. I will explore their features, pros and cons, and pricing plans. This will enable a well-informed decision in choosing the best Plutio alternative for managing your business.

What is Plutio?

Plutio is a comprehensive toolkit for managing projects, sharing files, creating proposals, invoicing, and automating workflows. Plutio offers a comprehensive business toolkit designed to be an intuitive, easy-to-use solution for small to medium-sized teams.

Plutio enables users to manage tasks effectively and has an efficient task management system.

Features of Plutio

1.  Project management

Plutio has a project management feature that offers a range of tools to help businesses manage their projects, including task lists, project timelines, and Gantt charts. Plutio enables its users to also assign tasks to team members and track their progress.

2. Time tracking

Plutio is designed with a time tracking feature that allows users to track the time spent on tasks and projects, enabling them to bill clients accurately and analyze their team's productivity.

3. Invoicing

Plutio's invoicing and payment features enable users to create invoices and receive payments directly within the platform. This feature allows users to set up automated payment reminders and track their finances using the built-in accounting tools.

4. Client management

The design of Plutio comes with a comprehensive tool that facilitates client management. This feature supports a range of functions like the creation of profiles for clients, colored tags for everyone in the workspace, real-time status, custom fields, and the ability to add or invite people to collaborate in real-time.

5. Contracts

Creating legally binding contracts is another feature of Plutio. Using Plutio, its users can create, send, and track contracts effortlessly. The created contracts or legal documents can be signed electronically by one or more parties.

Plutio Pros and Cons

Pros

• Active improvement of features
• Availability of templates
• Sleek and friendly user interface
• Tasks can be automated

Con

• Difficulty in the initial setup
• Limited services for internal collaboration
• Lack of timing features

Pricing

Solo Plan - This plan costs $19/month, supports up to 3 clients without contributors, and features a white-label add-on.

Studio Plan - The Studio Plan costs $39/month, supports unlimited clients and 10 contributors, and charges $5/month per extra contributor up to 50. It also features a white-label add-on and a single sign-on add-on.

Agency Plan – The Agency Plan costs $99/month, supports unlimited clients and 30 contributors, and charges $5/month per extra contributor up to 5/100 contributors with white-label included. It also features a single sign-on add-on.

Why the need for Plutio alternatives?

The need for Plutio alternatives may arise for the following reasons.

1.Size of the business: Larger agencies with numerous team members or tasks may not need Plutio as the most suitable tool for managing their operations effectively. As a result, such agencies may look for alternative solutions that can better cater to their business needs.

2. Specific needs: The features and functionalities of Plutio may not meet the requirements of some types of businesses. Exploring alternative solutions that fit their requirements may be necessary in such cases.

3. Cost: Plutio may be too expensive for certain businesses, as their pricing plans may not be within their budget. As a result, they may need to look for more affordable alternatives that offer similar features and functionality.

Best Plutio alternatives

1. ClientVenue

ClientVenue is an innovative project management tool designed to assist creative workers of small to medium-sized businesses and agencies in efficiently managing all aspects of their client relations. 

The platform offers comprehensive support for project management, scheduling, billing and invoicing, and revenue tracking, from initial contact to final payment.

ClientVenue has a broad range of features that aim to streamline and simplify the process of managing client relationships for businesses of all sizes.

Features

• Reporting
• Resource management
• Project management
• Billing and invoicing
• Time tracking
• Scheduling

Pros

•  Workflow is easily automated
• Branding is customizable
•  Collaboration is improved
• There is accuracy in invoices and billing

Cons

• I have not discovered any drawbacks in this software yet.

Pricing

ClientVenue offers two plans: Professional and Enterprise. Both plans come with a full featured 14-day free trial period,

Professional: The Professional Plan costs $25 per user per month on monthly billing or $21 per user per month on annual billing. This plan includes unlimited projects, a 10 GB storage drive, timesheets and resource management, client invoicing and payments, a branded white-label portal, people performance reports, integrations, and priority support.

Enterprise: The Enterprise Plan costs $40 per user per month on monthly billing or $33 per user per month on annual billing. It includes all the features of the Professional Plan, plus additional benefits such as client accounts, a 100 GB storage drive, a dedicated services selling page, a dedicated accounts manager, custom development, 1-on-1 custom onboarding and coaching, and daily standups.

2. Hello Bonsai

Hello Bonsai is a comprehensive tool that provides workflow management solutions for freelancers and small businesses. It supports streamlined paperwork and assists with various aspects of freelance work through automation.

Its features include freelance proposals, contracts, invoice and payment management, expense tracking, client and lead management, project management, and time tracking.

Hello, Bonsai helps freelancers focus on running their businesses by taking care of administrative tasks.

Features

• CRM System
• Customer Support
• Finances Management
• Project Management
• Time Tracking

Pros

• Language is customizable to the user’s country
• It is user friendly
• Availability of time tracking
• Informed decision-making via the dashboard

Cons

• Limitations of Contract Creation Tool.
• Limited Evidence of Work
• Limited Language Availability.    

Pricing

Hello Bonsai offers a 7-day free trial and three pricing plans.

Starter: The Starter plan has a monthly billing of $24 and an annual billing of $17. It is ideal for freelancers and contractors just starting. It offers unlimited clients and projects, invoicing and payments, proposals and contracts, scheduling, tasks and time tracking, client CRM, forms and questionnaires, and expense tracking.

Professional: The Professional has a monthly billing of $39 per month and an annual billing of $32. It offers everything in Starter, plus custom branding, workflow automation, a client portal, unlimited scheduling events, QuickBooks integration, Calendly integration, Zapier integration, and up to 15 project collaborators.

Business: The Business plan has a monthly billing of $79 and an annual billing of $52. It offers everything in Professional, plus subcontractor management, hiring agreement templates for 1099 contractors, subcontractor onboarding, a talent pool, three team seats (additional seats for $9/month), accountant access, connect multiple bank accounts, unlimited subcontractors, unlimited project collaborators.

3. Monday

Monday is a flexible project management software that can be customized to meet the unique needs of your team. It is designed with features like task management, time tracking, and collaboration tools. It can help streamline project management and boost productivity.

Features

• Collaboration Tools
• Customizable dashboard
• Integration
• Multiple views
• Time tracking

Pros

• It is customizable
• It is user-friendly
• Supports team collaboration
• Excellent time tracking
• Wide range of integration

Cons

• It is expensive
• It has a learning curve
• Customization is limited
• There is a limitation to reporting

Pricing

Monday.com provides a variety of pricing options that cater to different needs.

Individual: This free plan allows users to create up to 3 boards, access over 200 templates, and utilize more than 20 column types, along with other features.

Basic: This plan costs $8 per month and includes all the features of the Individual plan plus unlimited free viewers, unlimited items, 5 GB of file storage, and more.

Standard: The Standard plan is priced at $10 per month and includes all Basic features plus timeline and Gantt views, calendar views, guest access, automation, and integrations.

Pro: The Pro plan costs $16 per month and includes all of the Standard plan's features in addition to private boards and documents, chart view, time tracking, dependency columns, and more.

Enterprise: Monday.com offers a customized plan for businesses operating at an enterprise scale, available on demand. This customized plan includes enterprise-scaled automation and integrations, enterprise-grade security and governance, advanced reporting and analytics, tailored onboarding, advanced reporting, multi-level permissions, support, and other features.

4. HoneyBook

HoneyBook is an amazing software designed for photographers, small businesses, and freelancers to make managing clients, projects, and payments easy.

HoneyBook helps you to automate your workflow and free up more time to focus on growing your business. 

It suits all professions, including graphic designers, DJs, photographers, business coaches, web designers, consultants, florists, caterers, videographers, calligraphers, health and wellness professionals, and more.

Features

• Availability of Custom fields and branding
• Comprehensive Project management
• Integration of Honeybook Pro and Slack
• Time tracking

Pros

• It is efficient and seamless.
• Payment is highly secured
• Easy client management

Cons

• Limited payment integrations.
• Short trial period.

Pricing

Starter: This plan costs $9 per month and provides access to all features but with a limit of $10,000 in total transactions. It includes up to 6 months of concierge support and a free trial.

Unlimited: The Unlimited Plan costs $39 per month and gives users access to all features with no transaction limit. It also provides unlimited concierge support, allows for unlimited team members, and includes a free trial.

Unlimited Annual: This plan costs $390 per year and provides the same features as the Unlimited plan, but with the added benefit of 17% savings compared to the monthly Unlimited Plan.

5. Dubsado

Dubsado is an excellent client portal software that boosts productivity, automates monotonous operations, and effectively manages an entire business.

It is packed with features that help with project management, has a user-friendly interface, that makes it easy for users to navigate, and offers seamless integrations with other tools.

Features

• Customizable forms and templates
• Project management
• Scheduling and appointment setting
• Time tracking and billing

Pros

• It is customizable.
• It is comprehensive
• It gives a free trial.

Cons

• It has a high learning curve for new users
• It is expensive
• Integrations are limited

Pricing

Dubsado is a business management application that offers two pricing plans: Starter and Premier. Here is a breakdown of the pricing plans:

Starter: The Starter plan costs $20 per month or $200 per year and offers unlimited projects and clients, invoicing and payment plans, and form and email templates. This plan is ideal for users who want a simple yet effective business management tool.

Premier: The Premier plan costs $40 per month or $400 per year and includes all the features of the Starter plan plus additional capabilities like scheduling, automated workflows, public proposals, multiple lead captures at once, and integration with Zapier. This plan is popular among users who wish to streamline their business processes through automation.

6. Asana

Asana is a popular project management tool for task, time tracking, and team collaboration. Its extensive capabilities can improve project effectiveness, and it is especially suitable for big companies that require managing multiple projects and tracking overall objectives.

Features

• Integrations with Slack, Google Drive, Zapier, Pipedrive and more
• Task automation feature
• Manage sub-tasks and task dependencies
• Project templates available for every team
• Track organizational goals and project portfolios

Pros

• Task management is seamless
• Collaboration is improved
•  Integration is expansive
• It is user-Friendly

Cons

• No Time Tracking Features
• Requires Prior Experience.
• There is a limitation in assignments.

Pricing

Asana offers three different pricing plans.

Basic plan: The Basic plan is free and is best suited for individuals or small teams with up to 15 members. It offers unlimited tasks, projects, messages, activity logs, and file storage with a maximum file size limit of 100MB. 

In addition to these features, users can access assignee and due dates, project briefs, time tracking with integrations, iOS and Android mobile apps, and more than 100 free integrations with other applications.

Premium: The Premium plan costs $10.99 per user per month when billed annually or $13.49 when billed monthly and is ideal for tracking team projects. 

It includes everything in the Basic plan and advanced features such as Timeline, Workflow Builder, Unlimited Dashboards, reporting across unlimited projects, advanced search, custom fields, unlimited free guests, forms, start dates and times, task templates, milestones, and Admin Console.

Business: The Business plan is priced at $24.99 per user per month when billed annually or $30.49 per user per month when billed monthly, includes all of the Premium features, and is designed for large organizations that require advanced project management capabilities, such as portfolios, goals, workload management, custom rules builders, approvals, and proofing.

7. Trello

Trello is a well-known tool for managing projects, known for its easy-to-use and intuitive interface. It uses a card-based system that simplifies task management, making prioritizing and organizing tasks effortless.

Trello has boards that are a great way to visually manage project workflows and can be customized to fit your team's specific processes. 

This customization feature helps streamline project management, making it easier for you and your team to adapt Trello to your unique needs.

Features

• Add-ons for extended functionality
• Comments and attachments for collaboration
• Extensive app integration
• Kanban boards, timelines, and calendars for project visualization
• Task automation

Pros

•  It is highly customizable
• Collaboration is made easy
• User-friendly interface
• It supports a wide range of integrations

Cons

• Free version limitation
• Learning curve for some users
• Reporting is limited

Pricing

Trello offers four pricing plans. The four plans have different features and capabilities and include the following:

Free Plan: This plan is ideal for individuals or teams who want to organize their projects without spending money. 

It includes unlimited cards, up to 10 boards per workspace, unlimited power-ups per board, unlimited storage (10MB/file), 250 workspace command runs per month, custom backgrounds and stickers, unlimited activity log, assignee and due dates, iOS and Android mobile apps, and 2-factor authentication.

Standard Plan: The Standard plan costs $5 per user per month and is designed for teams that need to manage work and collaborate more effectively. 

It includes everything in the free plan, unlimited boards, advanced checklists, custom fields, unlimited storage (250MB/file), 1,000 workspace command runs per month, single board guests, and saved searches.

Premium Plan: The Premium plan costs $10 per user per month. The premium plan is ideal for teams that need to track and visualize multiple projects in various ways, including boards, timelines, calendars, and more. 

It includes everything in the standard plan, plus additional views such as calendar, timeline, table, dashboard, and map, workspace views (table and calendar), unlimited workspace command runs, admin and security features, workspace-level templates, collections, observers, and simple data export.

Enterprise Plan: The Enterprise plan costs $17.50 per user per month and is designed for organizations that require more security and control over their work. 

It includes everything in the premium plan, unlimited workspaces, organization-wide permissions, organization-visible boards, public board management, multi-board guests, attachment permissions, power-up administration, and free single sign-on (SSO) and user provisioning with Atlassian Access.

The best Plutio alternative: ClientVenue

ClientVenue is a tool with outstanding automation capabilities. It enables users to automate tasks like sending invoices, contracts, and questionnaires using customizable workflows, templates, and triggers.

This platform suits various businesses, including service-based businesses, photographers, web and graphic designers, coaches, virtual assistants, marketers, and event planners. It has a user-friendly interface that makes it easy to navigate, even for new users.

ClientVenue also provides video tutorials and customer support to help users get started and maximize its features. 

There is also a provision for comprehensive project management capabilities with features like task lists, time tracking, and calendar integration. This is a great advantage for users managing multiple projects.

Top Features of ClientVenue

1.Billing and Invoicing 

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ClientVenue is great for billing and invoicing. You can manage all your invoices, payment plans, and billing statements in one place, which makes it super easy to keep track of payments and billing history. This is a great way to close out projects quickly and efficiently.

2. Scheduling

Another great feature is its scheduling tool. You can drag and drop tasks to optimize workflow, manage resources, and plan shifts effortlessly. Plus, you can track deadlines and stay on top of all your tasks.

3. Resource Management

ClientVenue has a resource management feature that gives you an overview of project resources, including tools, materials, personnel, contractors, and vendors. This is a great way to maintain a project timeline and ensure everything runs smoothly.

4. Project Management

ClientVenue is second to none regarding project management. With ClientVenue, you can plan and execute projects from start to finish and track progress in real-time to ensure everything stays on track.

5. Reporting

You need to generate reports on project progress and performance. ClientVenue's reporting capabilities have you covered. You can create custom reports to ensure projects are completed efficiently.

6. Integrations

ClientVenue offers integrations with other tools like Slack and Dropbox. This makes it super easy to share files and keep everyone on the same page while further streamlining your workflow.

7. Dedicated Client Portal

ClientVenue has a client software portal for agencies. This ensures a dedicated space to manage all your client-related activities. The client-related activities range from onboarding to invoicing to day-to-day activities. 

This makes it easy to keep everything organized and ensures your clients have a great experience working with you.

8. Easy Onboarding

ClientVenue's dedicated onboarding workflow makes it easy to onboard all your clients and give them a great customer experience. The workflow has been tested with thousands of clients to ensure it is easy to use and effective.

Conclusion

ClientVenue is a very flexible tool and is the best alternative to Plutio. It is a great option with an outstanding user interface that lets you quickly get the hang of it, even if you're not tech-savvy. The platform has a clean interface that you can customize to your liking.

One of the cool things about ClientVenue is that it has a more robust mobile app than other options. This makes it easy to stay on top of your projects even when on the go.

ClientVenue offers a two-week trial period for small teams. This allows you to explore it's amazing features and functionalities before paying for them. Plus, their pricing plans are flexible.

ClientVenue is the most affordable and user-friendly Plutio alternative. It is also an amazing tool that is worth checking out.