17 years helping Canadian businesses
choose better software
Plutio
What Is Plutio?
Start, Run and Grow Your Business from Anywhere.
Manage your projects, communicate with clients, share files, create proposals, get paid and automate your workflow - all from one app.
Who Uses Plutio?
Freelancers and small businesses
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Reviews of Plutio
Yes, you should get it.
Comments:
Here is an honest review of Plutio. I have been a user of Plutio for my business since December 23, 2017. I run a marketing company, and I always struggled to find a system that worked well for my business. Once I found Plutio, it was in its just-released stage of life, and as you can imagine, there were a few things that didn’t work the way you would think it might. However, this is the actual review; when you have an issue or are faced with a problem in the system, the team that works for Plutio will bend over backward for you to help make it right. In my experience with many companies over the years, there are good and bad. I know that [SENSITIVE CONTENT HIDDEN] and his fantastic team at Plutio are there when I need them. The customer service is better than 95% of the other companies I have worked with in the past. The system is always improving; they are not the type that builds something and works to fix it regularly while taking your money NO! They release updates and new features all the time.
In summary, if you are trying to find that one great system to help you manage your business, QUIT looking at reviews. You found it! You would have to be an idiot not to use this team. They are absolutely the best in the market and great people to boot.
In your service,
Michael Bridges
CEO
Digital Venture LLC.
Digitalventuredesign.com
Pros:
Dependability Easy to Use Integrations Automation
Cons:
There is really nothing that I do not like about this product.
Alternatives Considered:
Simple but complete portal for your project collaborators and clients
Comments: Right now I’ve been using it with my collaborators with no issues to test things out before inviting clients. I’ve been sending proposals to clients and it has helped close deals.
Pros:
I‘ve been able to unify different sales tools to handle tue process of capturing prospects info, creating proposals for them and then creating all the project management boards for follow up. Having used more advanced and powerful software such as clickup, I can see the value in providing a more simple portal for clients and collaborators. There is a lot of features still pending, but the team seems responsive and keeps working to make a better platform. Integrations through their api, zapier and integromat can fill the gaps on functionality.
Cons:
My main issues with Plutio are incomplete/incorrect Spanish translations, certain bugs that require workarounds or reloading the page, and mainly a lack of native import functions. The last one can be worked around using zapier/integromat but it still requires you to set things up or pay for these extra services depending on how many records you will be working.
Powerful, but unreliable
Comments: Almost really good, but the bugs and occasional customer facing errors were too much and eventually I jumped ship to another product that's not quite as powerful but is super reliable.
Pros:
Pluto has most things that you need to run a one person business all under one roof. It has great task and project management tools, collaboration with clients, contract signing, billing, forms etc.
Cons:
Sometimes the team will make changes to the product that are not backwards compatible, without warning. New features are often buggy when first released. The quality control and testing seems lacking.
Excellent business management software
Comments: I started as a one-woman operation and have tried more than 50 apps. I've used multiple tools to patch together solutions for all of my needs. Plutio has allowed me to bring everything related to running my business into one platform, and has made it easy to grow and scale as I have added team members. They're actually EXCITED to use it.
Pros:
Plutio's interface is clean and easy to navigate without being flashy or cumbersome. It's easy to create custom views or set your filters and preferences to make it work however you like. I LOVE having everything in one spot, so it's easy to manage my customer lifecycle. I can send a proposal, get a signed contract, set up payment, send forms, and do everything in one place to manage by business and my team. The development team is highly engaged, looking for user feedback and improving the product.
Cons:
Features are solid. The few things that aren't already present are on the roadmap. Sometimes support requests are answered quickly - within an hour or so, but sometimes it could be days. As Plutio grows, I hope to see additional support.
This porage is just right ... the perfect tool for me
Comments: My issue was finding a PM Tool that was just right-sized for what I needed. Many of the tools out there were too complex (or too pricey) for my needs. OR they just didn't work well visual. I needed a way to quickly create tasks, mark certain ones urgent, track time (in multiple ways), and group tasks on a board by project. I also needed a way to quickly see how much time I spent on a project. I will be implementing the proposals soon as well. Plutio also has invoicing, and more. I could go on, but I won't. I love PLUTIO!
Pros:
Remember Goldilocks and the 3 bears? She tried all the other bowls of porridge One was too cold, the other was too hot ... then found the one that was just right! I've tried several PM/CRM tools out there and some were bloated, too complex and others didn't have enough features. Plutio is JUST RIGHT! It is by far the best Project management tool (& mini CRM) out there for small agencies or solopreneurs. They have great support, listen to your input, and are always improving it. Thank you Leo & Plutio team.
Cons:
Any features that I could want are on their develop road map. There is no doubt that we have stuff we would like to see (like being able to run reports), but they are either working on it, or create an zap or API that allows you to connect it to other tools out there.
