Plutio vs SuiteDash

Plutio vs. SuiteDash! 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. SuiteDash dispute!

Plutio vs SuiteDash

What is Plutio? What is SuiteDash?

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.

SuiteDash:

SuiteDash is a cloud-based integrated client dashboard software that combines all business capabilities and tools. Designed for small to medium-sized enterprises, it provides users with a more compact alternative to learning and implementing multiple systems, which can be quite expensive, time-intensive, and confusing.

With SuiteDash, companies have a robust platform that can handle customer relationships, perform sales and marketing strategies, manage projects, track time and expenses, and create viable schedules. Having all tools accessible within a single platform means people become more productive and processes become more efficient.

How much is Plutio? How much is SuiteDash?

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.

SuiteDash Pricing Structure

1. START

$19/month

  • Starting Smart
  • CORE Platform
  • Unlimited CRM Contacts
  • Unlimited Staff/Team
  • Unlimited Portals
  • Fully Branded Experience
  • Custom Branded URL/Login
  • 100GB File Storage
  • Upgrade at any time

2. THRIVE

$49/month

  • Ready to Grow
  • START + Growth Tools
  • Proposals & eSign Toolkit
  • Email Marketing Toolkit
  • Folder Structure Profiles
  • Advanced Custom Menus
  • Deal Stage Pipelines
  • Total of 500GB File Storage
  • Upgrade/Downgrade at any time

3. PINNACLE

$99/month

  • Ready to Dominate
  • THRIVE + Premium Tools
  • FLOWs Automation Toolkit
  • Trigger/Action Automations
  • LMS Learning Management*
  • Support Tickets Toolkit*
  • Task Dependencies
  • Total of 1TB File Storage
  • Downgrade at any time

Top Plutio Features and 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. Tasks Management

Plutio is a unique business management platform that offers everything you need to get your business up and running.

From invoicing, time tracking, proposals & contracts management, calendars, project/task management, etc. It provides all these services from a single platform.

6. Active Workflow Management

Plutio’s unique workflows are not just visualized for you, they’re proactive. That means you can forget about email overload and focus on what matters most.

It also comes with real-time notifications so you don’t miss a thing even when you aren’t logged.

7. Invoices & Estimates

Clients aren’t just numbers. They are people who use your products and services, and you should keep that in mind when sending them invoices.

This is why Plutio comes with a progressive invoice feature that gives clients the option to pay as they go or bulk upfront payments.

8. CRM

It comes in all shapes, sizes, and packages. It doesn’t make sense to have a one-size-fits-all prices list because the needs of your clients are unique to them.

So, Plutio provides an innovative model for sending proposals & contracts that ensure you find the perfect package for every client without & Points of Sale

Keeping track of the many prices and points that clients will look at is not just time-consuming but also complicated.

This is why Plutio provides a price catalog feature that enables you to set up points of sale, rates including base prices and promotions.

Invoicing your customers is a lifeline of any business. Plutio comes with progressive invoicing which enables you to send invoices that include options for payment plans.

So, you can invoice small payments incrementally instead of asking for the whole price upfront.

9. Time Management

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 & non-billable time.

Clients aren’t just numbers. They are people who use your products and services, and you should keep that in mind when sending them invoices.

This is why Plutio provides an innovative model for sending proposals & contracts that ensure you find the perfect package for every client without coming across it.

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.

Top SuiteDash Features and Benefits

1. Save Money

Implementing a single, unified software to help you run your business means you don’t have to invest in multiple software and platforms.

Your business can do a lot more while spending less. This means you save money and other resources that you can channel to other pressing matters and priorities.

2. Centralized Tools

With SuiteDash, you have access to all the tools and capabilities you need without having to use disparate systems. Within a single, unified environment, you and your team can perform your tasks and accomplish more than you ever could.

The software comes loaded with powerful tools and functionalities, including secure client login portals, project management capabilities, invoicing, billing, communicating with clients and team members, and sending and sharing files.

3. Easy Integrations

SuiteDash boasts of seamless integrations with popular apps and software. These integrations are already built-in, which means there is no need for you to configure anything to make the integration work.

There are also no APIs to implement or widgets to install. Everything is ready right from the get-go.

4. Activity Dashboard

SuiteDash makes it possible for you to create a space where team members can collaborate and share within the platform.

You save time and resources because you don’t have to send out emails or calls just to get in touch with your co-workers and clients.

5. Alerts & Reminders

The platform allows you to set alerts and reminders for tasks and deadlines, including notifications via SMS or email. This is great if someone on your team is not able to log in is a newcomer to the project management and invoicing market.

They describe themselves as an invoice automation tool that aims to remove the need of having something like FreshBooks or Quickbooks on your computer all day long.

6. Billing & Invoicing

Invoices don’t have to be a tedious and time-consuming process. Bill4Time makes it possible for you to create professional-looking invoices, quotes, and estimates within minutes without having to hire anyone else or go through the hassle of doing everything manually.

7. Payment Processing

SuiteDash is a project management and communications platform that makes it easy for you to track billable time, invoice clients, and send proposals through a simple process. You can also securely share files with your team within the same platform.

8. Mobile Apps

SuiteDash enables you to manage your business with complete control. With the SuiteDash CRM, you can see every member of your team in one place.

You can also track clients and view all interactions with contacts. As a bonus, this feature comes for free if you subscribe to the premium plan or enterprise edition.

This feature allows clients to request services or book appointments with your company directly. It also makes it possible for you to easily schedule events with the click of a button.

9. Reports

You can create comprehensive reports on the activity of your business throughout the month. These reports are not just for you to use, but you can share them with your clients as well. You can even filter certain activities according to different persons within your organization.

10. Customer Relationship Management

Risk mitigation is another important element of effective business management software. With SuiteDash, you can minimize risks and exposure by running your business in a manner that reduces the likelihood of unexpected events.

This way, your business is better equipped to deal with unforeseen circumstances and challenges head-on without having any losses.

SuiteDash Features

  • Activity Dashboard
  • Billing & Invoicing
  • Billing Portal
  • Calendar Management
  • Collaboration Tools
  • Contact Database
  • Content Management
  • Create Subtasks
  • CRM
  • Customizable Invoices
  • Customizable Templates
  • Document Management
  • Employee Management
  • File Sharing
  • Hourly Billing

Pros and Cons of SuiteDash

Pros:

  • It has all the features you need. Invoicing, proposals, contracts, recurring billing, projects, automation, integrations.
  • You can set up advanced workflows.
  • It offers advanced customization options.
  • It has a mobile app that can help you manage your business on the go.
  • It was super easy to set up and very easy to use, which makes it great for clients.
  • It has been great for streamlining the client onboarding process and communications.

Cons:

  • The UI/UX can seem cluttered at times and needs to be improved.
  • The number of features can feel overwhelming, especially if you’re just starting your business.
  • The learning curve to use the software can be high as well.

Comparison: Plutio vs SuiteDash

Plutio and SuiteDash are two project management and invoicing platforms that aim to improve time tracking, billing, and productivity.

Both software offers task lists, calendars, collaboration tools, alerts/reminders, payment processing, reports, and more. However, they have different features which are detailed in the table below.

23 Things to Consider Before Choosing a Business Management Software

There is so much business management software out there and you may be having a tough time choosing the right one for your business.

If this is the case, here are some of the most important things to consider before zeroing in on any particular platform:

1. Platform Availability

Business management software comes in different platforms. Some of the most common platforms include mobile apps, web-based software, and desktop software.

You need to choose a business management software that will work on all your devices such as computers and mobile phones.

2. Volume of Users

The number of people who will use the platform should also be considered before picking any particular system. If your business employs a large number of people, you need to go for advanced features that are released in the premium versions.

3. Complexity of Tasks

If you have a lot of complex tasks, then you might want to choose the system which offers advanced features such as conditional rules, approvals, and approvals routing. The more flexible the system is, the better.

4. Customization

Another important thing to consider is whether you can add your fields and modules to the software or not.

Check if it has an API because most modern softwares do offer this feature nowadays. If it doesn’t, make sure that it offers advanced customization options so you can create your fields, views, and reports.

5. Security

Security is a concern as it often involves sensitive data that has to be stored securely.

Make sure you choose a business management software with strong security features such as 2-factor authentication, password encryption, permission controls, and more.

6. Reporting Tools

Any business management software needs to have advanced reporting tools that can help you generate insightful reports.

These reports should offer insights into the performance of your business over time, identify areas where you are lagging and uncover growth opportunities.

7. Implementation Process

Many softwares promise stellar results without letting you know how complex their implementation process is. Make sure the business management software you choose has an easy implementation process.

8. Pricing

It is important to be aware of the pricing plans before you select your business management software. If it’s too expensive, then you might not be able to afford it or don’t need that level of functionality.

But if the pricing is too low, it might also mean that it doesn’t offer all the features that you need.

9. Scalability

The system should be able to grow with your business. Make sure it has the feature of adding users, setting permissions, and customizing workflows when needed so you don’t have to switch over at a later stage when your business outgrows the system.

10. Customer Service & Support

Last but not the least, you should consider the customer service and support offered by the business management software.

Make sure they offer great customer service and if possible, go for a platform that has a strong community of users who can help you with your queries and problems.

You may also want to ask for references from your industry peers who have used any particular system.

11. Basic Features

It is important to consider the core features that are offered by any particular system.

Make sure the software can support your business’s basic needs such as customizing workflows, adding users and permissions, tracking time spent on tasks, etc. Most softwares offer these essentials nowadays so it shouldn’t be a problem.

12. Additional Features

If you have some special requirements, then make sure your new business management software offers this feature as well.

For example, if you need to create invoices for clients, consider a system that offers an invoice tool or find one that offers 3-way integration with a third-party tool.

13. Cost/Expertise Required to Implement

For smaller businesses, it should not take more than a few weeks to implement the new system.

However, if your business is very complicated, then you might need external assistance or incur implementation costs that tend to vary depending upon the complexity of the implementation process and the features offered by the system.

14. Compatibility with Other Software

If you are already using any particular software, then make sure your business management software is compatible with it or offers some sort of integration.

For example, if you use Salesforce as your CRM, integrate it with Quickbooks so orders can be updated automatically in either system when they are created in the other.

15. Mobile Accessibility

It is important to make sure you can access your business system easily through your smartphone or tablet when you are on the go.

This is especially useful for busy entrepreneurs who like to stay connected with their business even away from the office. Thus, it is highly recommended that you chose software that offers mobile access.

16. Reporting Features

Reporting features are very important to your business's success. Make sure the software you choose is capable of generating reports that give you insightful information about the performance of your business over time, allow you to identify areas where you are lagging, and uncover growth opportunities.

17. User-Friendliness

It is best to choose business management software with an intuitive user interface. It should be easy enough for your employees, partners, and clients to use without having to go through formal training sessions. This will help boost productivity in the long run.

18. Export Functionality

The export functionality is very important when you want to share information with other people outside of your organization.

For example, if you create a report and want to share it with your accountant, then it should be easily exportable to Excel or any other format that is compatible with the third-party tool.

19. Intuitive User Interface

The user interface can make or break the success of your business management software, so keep in mind how easy it is to use.

If you have a new team member who isn't tech-savvy, does the software offer an easy way for them to get started quickly?

Also, consider if it looks modern and professional since that can help boost employee morale and productivity alike.

20. Ease of Setup

Does the platform come with in-app installation? Or do you have to download the system, install it on-site and spend time configuring everything yourself?

If you are considering SaaS business management software, then this shouldn't be a problem since all the work is done for you. Most businesses spend about an hour or so setting up their new system before they are good to go.

21. Customer Support

24/7 customer support is becoming standard with business management software these days. Make sure you have access to agents who are knowledgeable, professional, and always available to help out when needed.

Also, consider how fast they respond since that can make a difference in the overall success of your new system.

22. Third-Party Integration

Not all businesses rely solely on their systems to run the show. They might use other software such as CRM, project management, or accounting tools to keep track of everything.

If that is the case with your business, then you should look for business management software that integrates well with other external applications and can easily communicate with them when necessary.

23. Device Support

Your business management software should be accessible from any device, not just PCs and laptops.

Make sure it offers web access so you can log in to your account from any computer with an Internet connection or mobile app if you need to access the system when you are away from the office.

Also consider what other devices might be accessing your business information later on, such as iPads and tablets.

Conclusion

Plutio has been recently recognized as one of the best business management software in the industry, featuring all the capabilities you need to manage your team, schedule appointments, and stay connected with your customers.

SuiteDash is also an excellent business management software that offers a wide range of tools to boost productivity and streamline day-to-day tasks.

Choose the one that best fits your business and increase your efficiency today. Plutio and SuiteDash are both user-friendly, providing a simple setup process that doesn't take too much time to complete. Once the system is up and running, employees can start using it right away without any formal training sessions or tutorials.