What is Plutio?
Plutio is an all-in-one business management platform built for small businesses and freelancers. The platform is renowned as a reliable productivity solution that is organized and easy to use.
It is an intuitive solution that provides robust applications to help users manage businesses, work closely with customers, and collaborate with teams, all from one place.
Plutio is a deeply customizable application that provides everything its users need from projects and tasks to proposals and invoicing tools.
The software eliminates the need to juggle between multiple apps or manage numerous subscriptions to run a business.
Plutio provides all the tools in a single platform while enabling users to connect their existing apps with a click of a button. Check out Plutio alternatives to know more about pricing.
How Much Does Plutio Cost?
Plutio Pricing Plans:
Suitable if you work alone and wouldn’t need to invite and collaborate with anyone.
Unlock the client portal to invite and collaborate with as many clients as you want.
Invite contributors such as your teammates or contractors to get things done together.
Overview of Plutio Features
- Tasks Management
Plutio is one of the tasks management apps that enables seamless tracking and monitoring of tasks.
When you add a task to your schedule, it appears on the screen in the “Today” section so you can easily track its progress through different stages such as “In Progress” or “On Hold”.
The platform also offers smart notifications which enable users to receive real-time alerts about important activities.
- Project Management
Plutio makes managing projects easy by allowing users to create project boards, checklists, and milestones that everyone on the collaboration team can view and contribute to.
As soon as a user completes a task in your project board, they can mark it resolved reducing time spent going back over what has been done.
- Invoicing & Quotations
Workers are always looking for simple tools which enable them to create invoices, proposals, and contracts. Plutio offers a comprehensive solution that allows users to invoice clients quickly with an intuitive design.
The platform also enables users to manage quotes and monitor projects so they can track time and costs on individual tasks and milestones.
Users need a CRM tool to stay organized and on top of their game especially when more than one person is working under the same business name.
With CRM functionality, you can easily keep track of all your interactions such as notes, emails, phone calls, or meetings with each client. This way you’ll never lose touch.
Although Google Calendar or Apple Calendar is a good solution for scheduling and tracking appointments, Plutio’s calendar has an incredibly intuitive interface that allows users to plan their time in more efficient ways.
Scheduling events on Plutio’s calendar enables users to get notifications when an event is coming up which makes planning easier.
Managing your inbox can be cumbersome especially when you have little time to do it. Plutio provides its users with an easy-to-use interface that groups all the important information so users can find what they are looking for quickly.
The tool also offers smart threading which enables users to see both replies from other people as well as other related messages including attachments without being overwhelmed.
Overview of Plutio Benefits
1. Easy to use
Plutio is an easy-to-use business management solution. The product provides features that can be re-envisioned and customized to suit your way of working.
Plutio is also multilingual and is available in more than 20 languages including Hebrew, Spanish, French, English, Arabic, and Japanese.
Whether you are managing a single business or multiple businesses, the solution allows you to switch between businesses from a single login.
2. Painless time tracking
Time is a limited resource that should be managed effectively. Plutio provides a powerful time tracker that allows you to monitor time anywhere, anytime.
The platform provides real-time stats such as total time logged, paid & unpaid, and billable & nonbillable time.
It also offers timesheets that enable you to visualize your employee’s time entries against each task. The timesheets are print-friendly and can be downloaded as editable XLSX files.
3. Powerful CRM
Plutio provides a reliable CRM module. The module allows you to build better relationships in a bid to increase efficiency and revolutionize workflows. It enables you to invite and add people to collaborate on projects.
Every person or company you add is assigned a comprehensive profile that includes all the details you need to know.
4. Streamlined communication
Plutio comes with a robust inbox. This inbox provides reliable tools that streamline communication and enhance collaboration.
Features such as live chat, snooze, canned responses, email sync, and instant direct messages simplify communications and, ultimately, business management.
Plutio provides its users with an intuitive interface that can be easily customized. The tool is designed to provide you with the best possible experience and comes with advanced features that enable you to manage your business more effectively.
Every feature on Plutio can be tailored to fit your needs, providing you with greater flexibility than other solutions on the market.
6. Extensive integrations
An extensive set of integrations, which includes Google Drive, Dropbox, OneDrive & Box, Plutio enables you to manage your workflow seamlessly.
Whether it’s sharing a document or attaching a file from one of these platforms everything happens directly in the app without ever having to leave Plutio added convenience and time savings.
7. Boost productivity
Time is a valuable resource that shouldn’t be wasted. Plutio allows you to plan your tasks, schedule events, and get notifications when necessary, which ultimately boosts productivity.
The tool also streamlines communications among your team members, customers & suppliers to enhance collaboration and boost efficiency.
With all this information available at the touch of a button, time management becomes less overwhelming and more efficient.
Plutio features an affordable subscription model that makes business management accessible to everyone regardless of their budget or resources.
The solution offers multiple plans including Free for Basic Users (with full features) and Pro Plans (with advanced features). There is also an Enterprise Plan with even more robust tools designed to provide companies with a tailored experience.
9. Customer service
Plutio’s customer support team believes that business management solutions should be accessible to everyone, which is why it provides exceptional customer service as part of its hosted solution (there is no software to download and install).
The company’s representatives are available 24/7 for any queries or questions you may have about how the solution works.
Plutio is designed to provide you with superior reliability, which allows your team members to focus on their work. With the app, you can easily keep track of employees & suppliers and be updated when necessary.
The tool also offers a status dashboard that groups all projects into three customizable statuses: On Track, Off Track & Blocked. This dashboard enables you to see the current health of your project and, if necessary, take action.
- Cloud Hosted
- Monthly payment
- Small Business
- Large Enterprises
- Medium Business
Differentiating factor with ClientVenue and Plutio
ClientVenue Key Points:
1. Easy Client Onboarding
Move away from high-touch onboarding to a self-serve & automated checkout onboarding model, so you can focus on scaling your agency work instead of doing the heavy lifting on your own.
Use templates, and standard processes which can be duplicated for all your workflows so you can focus on work that matters the most for your agency.
2. Manage Tasks & Client Requests
Have visibility over all your projects in real-time. Manage your client requests in real-time, and showcase progress in a project manager style.
Bring all the teams together to collaborate on projects easily. Get a 360-degree view of your entire project and prevent project delays from happening.
It has an easy-to-use ticketing system that makes it simple for your clients & employees to submit tasks, ideas, and suggestions.
Store all your client-related files & assets in ONE place. So that you don't have to link your drives and shareable links every time. You can just pull your resources from your dedicated drive and attach them in one place.
It can store all your client-related documents, contract templates, project management tools, and other resources in the cloud which makes it simple to access them anywhere.
4. Invoicing & Billing
Get all your payment-related worries handled within the Client-workspace. Having a truly integrated experience will allow you to create a self-serve checkout model where you can focus on the important bits of your business instead of chasing for payments, and getting your invoices cleared.
Be it recurring billing or one-time billing, we have all of that handled with native integrations using all top payment platforms and providers.
Get all the stakeholders involved on the clients' side as well as your agency side as well. You can assign the permission levels to all the teammates on your side as well as the agency side.
It is a platform that gives you the power to create separate spaces within which people can work together, or separately with their view of things.
6. Branded Experience
Make the portal look as if it's your product, and on your website. Make it look as if it's a native experience to your website, by changing the branding, coloring, and design to suit your brands' styling.
It is a portal that can be customized to your brand's identity, so you don't have to change or create separate accounts for multiple agencies. You can just change it to suit your brand and start working on that.
You can package up all your services and show them up to your customers, this way you move from chasing payments and sending them manual pricing invoices and get everything done in an automated fashion.
Connect with all popular payment platforms, and automate your invoicing and bill collection. Service providers have the power to manage all their invoices, and payments in one place.
Get the reports of all your campaigns, and get a 360 view from your dashboard. You can see what's going well, and where you need to make some tweaks.
This will give you a precise idea of how much more time is left for a campaign to complete, allowing you plan out all of it before getting on board with a client.
It is a platform that gives you a bird' view of your business from all angles. You can have an idea about how much more time is left for a campaign to complete, or if your services section is doing okay.
9. Invoice Report
See more about your invoices in just one place instead of scrolling through Gmail or using another platform/tool which doesn't connect to anything else.
It is a system that gives you a clear view of what, when, and how much is being paid as part of your invoices.
In addition, automate the entire process by attaching files & images from Client-workspace itself within invoice templates created!
10. Employee Organization
Organize your employees and get all of them on the same page so that you don't have to reply to emails and instead focus on getting your work done.
You can easily assign certain tasks to specific employees and get the right kind of data that you require for a particular project.
This is a platform that helps agencies keep all their employees on the same page so that they don't have to reply to emails and focus on what's important instead. They can focus on getting their work done.
11. Project Management
Get the entire project done, and see how it's moving at every step of the way. This will help you plan out your campaigns much better, as well as understand what all can be tweaked to make your campaign more successful.
It is a platform that helps agencies manage multiple projects at the same time, and understand what works and what needs to be tweaked.
Securely store your data and make sure it never leaves your hands or goes on someone else's servers.
By using our services, we will never touch any of your data except the information you voluntarily provide us to communicate with you. Data security is something that agencies are always concerned about, and Plutio ensures it by engaging encryption protocols on all the data transfers.
1. Work Automation
Automatic Checkout Process and Dedicated QA Team so you can hand over the entire process to us, and focus on scaling your agency work.
It is the same as the other client workspace except for an additional KeyPoint. Onboarding is not an easy task, and it takes time to set up.
So instead of doing the heavy lifting on your own, the QA team will take care of your client onboarding. This is an additional Key Point when compared to the other one.
2. Different Pricing Plans
Plutio is a pay-per-use model, while ClientVenue Enterprise allows you to choose between the single-seat, two seats, and unlimited seats starting at $50/month.
This way you have all options available in front of you whether it's just one person or an entire team who needs this tool.
3. Phone Support
The traditional Client-Workspace provides self-help resources like video tutorials, knowledge base articles to handle support yourself without involving the support team via email or skype chats
While we do understand that clients may not be able to handle things without involving the support for some time so we offer a paid option of phone support as well.
4. Managing Accounts
This is your one-stop solution to all your needs and another key point over traditional Client-workspace. We have built something called Client Success Managers who manage their portfolio of clients, and focus on:
a: Post onboarding: Do regular touchpoints with clients throughout the month and help them out should they need any guidance during their initial months.
b: Spot trends: The account managers will also spot trends within each project which can be used by other teams like UX/UI teams or product teams if required.
c: Quarterly call: Our account managers take full control over the quarterly calls and manage them with the client, making sure nothing is missed out during these calls
5. Customer Success Manager
Customer success managers will help you understand the benefits of running a campaign on our platform and also help you with any queries or support-related issues.
It is something that no other company provides, but we believe it is important for agencies so they can focus on scaling their business without worrying about any support-related queries. This will help our clients grow much faster.
6. Dedicated QA Team
QA teams are an important factor when it comes to the success of any agency, and that's why we have a dedicated team that takes care of all your needs.
They do weekly updates, manage clients' workflows and help them understand how to get things done in Plutio.
When you use ClientVenue Enterprise edition, the best thing is that you have 1-year support included which means our account managers would be available for you 24x7 if required.
7. Task Management
With the help of our task management system, users can create tasks (with due dates), assign them to their employees and then monitor the real-time progress of every task in the form of updates.
This empowers supervisors/employers with accurate insights about their team's work, while employees can manage their time wisely by focusing on specific tasks ahead of others.
8. Client Portal
The traditional Client-Workspace provides a dedicated password-protected portal for your clients where they can log in and manage their content including templates, images, videos, etc. without being able to access anything else on the system.
While we have taken this one step further by providing our clients with their very own instance of the platform so they can handle things within their space without us even knowing about it!
This way your clients are more involved, engaged, and happier as well since they don't need to depend on you all the time.
9. File Management
The traditional ClientVenue provides a 10GB storage space for files, images, and videos.
While we have taken this one step further by providing our clients with a dedicated file management system where they can upload their content privately and then access it via links or even download them without entering into the system itself.
This helps in securing your data and also allows you to share it with your clients directly without entering the system.
10. Team Support
Our support team is one of the finest in the industry, their 24x7 availability is key to us and they act quick when it comes to resolving technical issues.
While we understand that many clients need your support staff for handling their queries so we offer paid phone support as well.
11. Dedicated Client Success Team
We have dedicated CSM's working within each organization who are responsible for managing the relationship between our agencies and their clients throughout the entire product lifecycle.
This is very different than having an agent who is just trying to sell you their services! This person will be with you through thick and thin ensuring everyone in the company is communicating properly, tasks are getting completed on time, etc.
So, All in all, companies that are using the alternative hosting solution do end up saving a lot of money which is why they do not hesitate before making the switch.
It's important to note here that if you use our enterprise edition then most of the features are extra but for most agencies, this will still be more than enough so it all comes down to pricing at the end of it.