Plutio is a versatile, all-in-one business management platform designed to help freelancers, small businesses, and agencies manage all aspects of their operations from a single application. It consolidates multiple tools into a unified workspace, eliminating the need to subscribe to and switch between various separate services.
The platform provides comprehensive features for managing work, people, and finances. For Project Management, Plutio offers flexible views (List, Board, Timeline, and Calendar) to organize tasks, track time, and collaborate with teams and clients. Its CRM capabilities allow users to manage leads, clients, and contacts within the same system, ensuring communication and project history are centralized. To streamline client interaction, Plutio includes tools for creating and sending custom-branded Proposals and Contracts that can be signed digitally.
Plutio also simplifies financial and administrative tasks with features for creating professional Invoices, tracking expenses, and integrating with payment gateways. A unique strength is its focus on external collaboration: clients get their own secure Client Portal where they can view project progress, pay invoices, sign documents, and communicate directly, all under the user’s branding. This unification of client management, project execution, and billing makes Plutio an effective end-to-end solution.
