Plutio vs Dubsado

Plutio vs. Dubsado! As a small business owner, which CMS is best for you? Both of these systems have significant advantages and disadvantages. Continue reading to find out what we think about the Plutio vs. Dubsado dispute!

Plutio vs Dubsado

What is Plutio? What is Dubsado?

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. It combines all of the tools into one platform, allowing users to integrate their existing apps with a single click.

Dubsado:

Dubsado is an all-in-one business management tool that allows you to send contracts and invoices, handle project management, create questionnaires and other forms, manage bookkeeping, track your time, send and receive emails, and so much more from ONE app.

Dubsado helps your business stay in motion. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish.

How much is Plutio? How much is Dubsado

Plutio Pricing Structure


1. Solo

$19/MO

Suitable if you work alone and wouldn’t need to invite and collaborate with anyone.

2. Studio

$20/month

Unlock the client portal to invite and collaborate with as many clients as you want.

3. Team

$30/month

Invite contributors such as your teammates or contractors to get things done together.

Dubsado Pricing Structure

1. Annual Plan

$350/Year

  • Unlimited access to our entire suite of management tools and features
  • Unlimited clients and projects
  • Free data migration
  • Custom branding across emails, contracts, client portals, and more
  • Hands-on support, education, and assistance 7 days a week
  • Free Trial

2. Monthly Plan

$35/month

  • Unlimited access to our entire suite of management tools and features
  • Unlimited clients and projects
  • Free data migration
  • Custom branding across emails, contracts, client portals, and more
  • Hands-on support, education, and assistance 7 days a week
  • Free Trial

Plutio Features

1. Tasks Management

Plutio is a task management software with time tracking features that help you maximize your business's productivity. You can easily create different tasks for each job, track the status of every project, and make sure everything is kept in order.

Plutio comes with an easy-to-use interface to save you time, money, and energy keeping your projects on track.

It is an all-in-one business management tool that allows you to send contracts and invoices, handle project management, create questionnaires and other forms, manage bookkeeping, track your time, send and receive emails, and so much more from ONE app.

2. Invoicing

Plutio enables businesses to generate professional quotes, proposals, contracts, and invoices within their existing apps such as Google Apps, Gmail, Salesforce CRM, Zendesk Support Desk & FreshBooks; creating a digital paper trail that reduces errors and saves money while speeding up sales cycles.

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.

Managing projects is made easy with Plutio. Users can view all their ongoing jobs including the time spent on each job, how much they have earned so far, and any upcoming deadlines. Users can also keep records of every detail in the project to ensure nothing gets overlooked during this crucial step in the business process.

3. Proposals & contracts management

Make sure your proposal packets come off without a hitch by ensuring all the right attachments are included and in the correct format before you send them out.

Plutio is the type of software that helps you, your business, and your employees work better. Use all-in-one task management tools to assign tasks with deadlines to clients or team members in no time at all; it can be used in various ways to maximize productivity in both personal and professional lives.

This software contains features for invoicing, CRM, etc., which can be integrated into notes, projects, and contacts for easy communication with colleagues within the organization.

Top 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.

5. Planning & Allocation of Resources

Plutio has a good collection of resource allocation and planning capabilities, such as invoicing, time-tracking, and payment features because it is aimed at freelancers and small companies.

Team members can keep track of their time while working on assignments thanks to an in-built timer. In timesheets, all documented time may be transformed into billable or non-billable hours, itemized in bills, and distributed to clients with ease. Clients can also use PayPal, Stripe, and bank account transfers to make payments.

Pros and Cons of Plutio

Pros:

  • 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.

Cons:

  • 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.

Dubsado Features

1. Forms & Templates

Dubsado is one of the speculative clients who can easily request more information about your company via forms on your website.

The questionnaires incorporated in the tool are very helpful because they not only help you gather more information but also aid in building trust with new or existing customers.

2. Automation

Dubsado comes equipped with some of the most intelligent automation capabilities. Lead capture, email it breakdowns, expenses, and referral sources so you can stay on top of your financial health.

3. Project & Client Management

Dubsado is a wonderful option for both new & existing businesses with its excellent scheduling capabilities that give you the power to add or remove time spent on tasks within a project.

Also, Dubsado will provide notifications when aspects are about to expire allowing you to keep them fresh in your mind and opportunities on track.

4. Scheduling

Dubsado's interface is very sleek and easy to use, the ease of use allows for new users to quickly get on board with the tool without having to ask for support or guidance frequently. D

Dubsado offers some amazing features which include but are not limited to automated scheduling of meetings, calendar sync across all devices.

5. Reporting

To view reports users can simply click on their name up in the top right corner of the screen & select reports from the drop-down menu under clients.

You will be able to view time spent on tasks, invoices paid/unpaid, profit spreadsheets, expenses incurred within a project period aspects can take a tour of your site to learn more about you and leave their information for follow-ups by filling out forms on your site.

6. Customer Support

Dubsado's customer support is top-notch, they constantly keep users up to date with fixes and new updates as well as constantly answer questions from users.

Dubsado is extremely affordable compared to other similar tools. Dubsado's plans are based on your monthly recurring revenue which means you can start small and scale up when ready without having to pay extra.

7. Dubsado Comparison Chart

Creates customizable forms to generate leads, capture data, build trust, automate follow-ups, get paid on time, & grow your business. Automate workflows that help you stay organized while seamlessly managing projects & clients online.

Clear off your plate with built-in project management features & automation all in one place so you can focus more time on what matters most growing your business!

Save time with smart forms designed to save you money by cutting out repetitive work. Save even more time with aspects can easily request more information about your company via forms on your website.

The questionnaire incorporated in the tool is very helpful because it not only help you gather more information but also aid in building trust with new or existing customers.

8. Client Acquisitions

Dubsado is not only for businesses but also has capabilities that are beneficial to freelancers as well.

Dubsado's plans are based on your monthly recurring revenue which means you can start small and scale up when ready without having to pay extra monthly fees as other similar tools' plans come with multiple payment options which include Paypal Express Checkout, Stripe, credit card, wire transfers, etc. All in all, Dubsado offers wonderful features geared towards both.

Top Dubsado Benefits

1. Forms designed to save time

Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.

2. Get paid on time

Don't let another due payment slip by. Create invoice templates with payment plans and automated reminders to keep your clients on track.

3. Clear off your plate

Cut out the repetitive work with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

4. Stay organized, stay connected

Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.

5. Easier booking, more clients

The scheduler lets clients book right from your website, so you can spend less time coordinating and more time connecting.

6. Stay on track with your finances

Keep track of outstanding invoices, profit breakdowns, expenses, and referral sources so you can stay on top of your financial health.

Pros and Cons of Dubsado

Pros:

  • 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

Cons:

  • 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 constantly has bugs and errors.
  • The steep learning curve at first.

Comparison of Plutio vs Dubsado

Plutio is a beautifully crafted, cloud-based platform that's perfect for freelancers and small businesses. It easily accommodates your growing business as you scale with automated workflows, invoicing, time tracking, payment processing, and more. It gives them the freedom to work remotely while staying connected to your team.

Dubsado is the task management software built for teams that are changing the world. With custom workflows, streamlined invoicing, powerful automation, and more, Dubsado keeps everyone on track and operating at their highest levels of productivity so you can focus on results. It's not just a to-do list; it's the blueprint that leads you closer to your goals.

Both services offer unlimited invoicing, free trials, and customizable options. They also come with a Developer API for those who want the flexibility to build on existing integrations or automate tasks.

How to Select the Best Software for Your Freelance Business

There are a lot of options when it comes to choosing a project management tool for your freelance business. Outlined below are some questions you should ask yourself that will help determine the best project management solution for your needs:

1. What is my budget?

2. How many clients do I have?

3. What do I need the tool to do?

4. Do I want a multi-platform solution or just one platform that does everything for me?

5. How much customer service, if any, will I require?

The best thing about software like ours is that it can grow and adapt right along with your business. It offers a free trial (and 30 days post-free trial if you sign up for an annual membership) so you can try out our powerful project management tools to see how they work in real life.

If you need help getting started, we've created an in-depth tutorial on how to set up your first project.

No matter what industry you're in, there's a good chance we can make your business more efficient and productive—whether it's with customer relationship management (CRM) software or email marketing tools for managing client communication and processes.

Reasons Why You Must Try Plutio

  • Build Client-Centric Websites for Free.
  • Sync Your Content on the Go While Saving Money With No Monthly Fees.
  • Boost Blog Traffic with Insanely Powerful SEO Tools.
  • Give Power to Employees by Handing Over Brand Marketing.
  • Maximize Customer Engagement and Sales Opportunities With Forms and Surveys.
  • Keep a Clean, Consistent Site Design With Image and Brand Guidelines.
  • Deliver a Stellar Client Experience With Customizable Email Workflows.
  • Create & Manage Customer Self-Service Portals for Your Clients.
  • Offer Services with Powerful Payments Tools That Are Easy as Pie to Use.
  • Create Multipage Checkout Forms to Boost Sales.
  • Create Collaborative Task Boards for Your Team.
  • Track Client Metrics and Categorize Projects with Ease in Mind.

How to Use Plutio: An Easy Guide for Newbies

Step 1: Create a free account and add your first project.

If you need help getting started, we've created an in-depth tutorial on how to set up your first project.

Step 2: Add team members and/or clients.

You can invite them to the client portal or they can request access by email. You'll all be able to chat with one another in real-time, in any workspace you've created together (more on this in a bit).

Step 3: Invoice your clients and track payments.

You can send an invoice with one click from inside the client portal, so it's easy to get paid (and get on their good side). For more features on invoicing, read this post.

Step 4: Track time and expenses against projects.

You can create custom projects/workspaces for free and add any tasks, milestones, deadlines, and other information you need. You can also assign them to your team members or clients before adding hours. Keep reading to learn more about tracking time and expenses.

Step 5: Integrate with the tools you're already using.

We make it easy to integrate with other tools you're already using, like email marketing platforms and payment providers. We also offer a developer API that lets you connect your favorite apps and automate tasks.

Reasons To Use Dubsado

  • Customize Client Communication and Processes with Zero-Code.
  • Track Time and Expenses Efficiently With Automated Invoicing.
  • Move Projects Forward by Pulling in Content From Anywhere.
  • Boost Efficiency with Just the Right Tools for the Job.
  • Play Nice With Email, Social Media, and More With Seamless Integrations.
  • Let Clients Have It Their Way with Customizable Portals.
  • Improve Project Efficiency by Working on the Right Things at the Right Time.
  • Boost Productivity With Robust Task Scrum Boards.
  • Easily Manage Client Projects Without Breaking a Sweat.

How to Use Dubsado: An Easy Guide for Newbies

1. Create a free account and add your first project.

2. Invoice clients from within the project or workspace they've been assigned to.

3. Make sure you're using tasks, milestones, and deadlines correctly, based on which project management approach your company uses.

5. Track time and expenses against projects for full visibility into how you're using resources.

6. Integrate with the tools you're already using, like payment providers, email marketing software, file-sharing services, and more…

7. Let clients have it their way by customizing portals to fit their needs.

8. Boost efficiency with tools for the job, like help desk software, project management apps, and more.

9. Improve project efficiency by working on the right things at the right time with dynamic dashboards that automatically update based on your specific needs.

10. Keep productivity high and business running smoothly with flexible task management, file sharing, and collaboration tools.

Conclusion

Whether you're just getting started or want to try something new, Plutio or Dubsado can help you streamline billing, invoicing, and project management processes for your business.

Both services offer a task management system, file sharing tools, and more plus features like accounting software integrations, automatic payment reminders, and client portals to make client communications and management more efficient.

Whether you're looking for a simpler solution or want to go all-in with powerful software, both Plutio and Dubsado can help you and your clients get the job done right.  There's no better time than now to find the tool that suits your business' needs!