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Plutio

One app to run, grow, and automate your business·plutio.com

Plutio is an all-in-one business management platform that combines project management, proposals, contracts, invoicing, time tracking, scheduling, CRM, forms, and client portals into a single connected workspace. It includes a built-in AI assistant called Plutio Pal that can draft proposals and contracts, plan projects, and compose client messages using context from the user's workspace. The platform supports white-label branding, unlimited third-party integrations, and API access.

What it's for

managing client projects with Kanban boards and Gantt chartssending and e-signing proposalscreating legally binding contracts with e-signaturesinvoicing and recurring billingtracking billable time and converting it to invoicesscheduling client appointmentsmanaging contacts and leads (CRM)building intake forms and questionnairesgiving clients a branded client portalautomating workflows across projects, proposals, and invoices

Features 19

Appointment scheduling with calendar sync
Branded client portal for projects, files, invoices, and messages
CRM for contact and lead management
Custom intake forms, questionnaires, and surveys
Customizable dashboards with widgets and reports
File storage and sharing organized by project or client
Interactive proposals with electronic signatures
Invoice creation with recurring billing and payment tracking
Kanban boards, Gantt charts, and list views for project management
Legally binding contracts with e-signatures
Multi-currency and multi-language support
One-click time tracking linked to tasks and invoices
Plutio Pal AI assistant for drafting proposals, contracts, and messages
REST API with OAuth 2 authentication
Role-based permissions for clients, team, and contractors
Task dependencies, subtasks, and recurring tasks
Team chat, direct messaging, and live chat widgets
White-label branding with custom domain, colors, and login page
Workflow automation with triggers and actions

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, Windows, macOS, iOS, Android

Forfreelancers, consultants, creative agencies, coaches, virtual assistants, designers, developers, photographers, videographers, marketing agencies, bookkeepers, event planners, small service businesses

CompanyPlutio Ltd · 2017

Integrations

StripePayPalSquareGoogle CalendarOutlookiCalGoogle DriveDropboxOneDriveSlackZoomGoogle MeetQuickBooksXeroFreshBooksZapierMake (Integromat)N8NFacebook

Complianceself-reported

GDPRSOC 2 Type II

Resources

Pricing

A yearly billing option ('2 months free') is offered but no exact annual dollar figures are shown, so annual pricing isn't reflected in the plan fields. A recurring site-wide promo offers 15% off any plan for a limited time.

Core$19/mo

Designed for solo work; upgrade needed to invite contributors.

9 active clients a month; no additional contributors (solo use); 800 AI credits; 900 workflow actions; 100 GB storage

Pro$49/mo

Additional contributors beyond 30 available for a fee, or upgrade to Max for unlimited.

Unlimited active clients; 30 contributors included (more for a fee); 2,500 AI credits; 5,500 workflow actions; 500 GB storage

Max$199/mo

Marked as the popular/most-scaled plan; subject to a fair usage policy for contributors.

Unlimited contributors; 10,000 AI credits; 50,000 workflow actions; 2 TB storage

Limited-time 15% off any plan, shown as a countdown banner