| | Free plan for unlimited users. Paid from $3.99/seat/month (Basic, annual). | $9/user/month (Starter, annual) or $10/user/month (monthly). Free plan for up to 5 users. | $9/seat/month (Teams, annual) or $10.80/seat/month (monthly). Free plan for 1 seat and 2 projects. | $15/month (Basic, $9/month annual) | $12/month (Starter, $10/month annual) |
| No free plan (14-day trial available) | Free plan for unlimited users (unlimited time tracking, basic reports, basic billable rates) | Free plan for up to 5 users (unlimited projects, basic reports, no billable rates) | Free plan for 1 seat and up to 2 projects (unlimited time tracking and invoicing) | No free plan (trial available) | No free plan (14-day trial) |
| | Free plan available (no trial needed) | Free plan available (no trial needed) | 30-day free trial on Teams plan | | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Basic project and task management (no Kanban, no Gantt, no dependencies) | Basic project and task management (no kanban, no Gantt, no dependencies) | Basic project and task structure for time and budget tracking only (no kanban, no Gantt, no dependencies) | Basic project and task management | Projects with Table, Kanban, and Timeline views |
Project roles and permissions | Control exactly who can view or edit each part of a project | Admin, member, and project manager roles (Enterprise adds advanced controls) | Admin and member roles (Premium plan adds billable rate visibility controls) | Admin and member roles only (no granular project-level permissions) | 4 fixed roles (PMs cannot view financials) | 4 project access levels (full, read-only, overview, hidden) |
| Unlimited boards to run parallel workflows in the same project | No board views (list-only task display) | No board views (list-only task display) | No board views (list-only task display) | Strictly restricted to 1 board per project | |
Embeddable project boards | Live project boards embedded into client portals or websites | | | No embeddable project boards | Embedding live project boards is not supported | No embeddable project boards |
| Read-only public links for sharing progress without risk | No sharable project boards | No sharable project boards | No shareable project boards | Portal access only (no public read-only links) | Client portal access only (no public links) |
Project stages and milestones | Define custom project lifecycles for different types of work | Project status and budget tracking (no milestone tracking) | Project status and estimates only (no milestones or stage tracking) | No project stages or milestones | Milestones with Gantt chart visualization | Custom task statuses (no formal milestones) |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | No proposals or contracts. Basic invoicing on Standard+ plan. | No proposals, contracts, or invoicing workflow | Invoices link to tracked time (no proposals or contracts) | Manual linking (no automatic project integration) | Proposals auto-convert to contracts and projects |
Custom project data fields | Track, sort, filter, and report on custom project data | | | No custom project data fields | Text, number, date, URL (no filtering) | Custom fields on CRM objects (limited on tasks) |
| Drag-and-drop tasks across customizable columns | | | | Kanban view (limited customization) | Kanban board view included |
| Bulk-edit tasks like a spreadsheet | Basic list view for tasks and timesheets | Basic list/table view for tasks | Basic list view for tasks (no advanced table features) | Basic table view (no bulk editing) | |
| Clean task lists with clear hierarchy | Default list view for tasks | Default list view for tasks | Default list view for tasks and projects | Simple list view with basic sorting | No dedicated list view (table view used instead) |
| See tasks and deadlines on a calendar | Calendar view for timesheets only (not task management) | Calendar integrations (Google/Outlook) available but no native calendar view | No calendar view for tasks | Calendar view for tasks and deadlines | Homebase calendar with task dates |
| Plan work visually with task order and dependencies | | | | Gantt chart with drag-and-drop | Timeline view functions as Gantt chart |
| Break work down into multiple nested levels | Tasks within projects (no nested subtasks) | Tasks and checklists (no nested subtask hierarchy) | Tasks within projects (no nested subtasks) | Nested subtasks supported | Subtasks as checkboxes (single level, not nested) |
| Turn emails into tasks without manual copying | | | | No email-to-task conversion | No email-to-task conversion |
| Keep discussions tied directly to each task | Comments on tasks and time entries | Comments on time entries and projects | Notes on time entries (no dedicated task comment threads) | Comments stay attached to tasks only | Comments and @mentions on tasks |
| Store files directly on the task they belong to | File attachments on tasks | File attachments on time entries | No file attachments on tasks | File attachments (no file manager) | File attachments (50 MB limit per file) |
| Define priority levels that fit your workflow | | | | | No native priority levels |
Task labels & color coding | Use unlimited labels to visually organize tasks | Project color coding and tags | | No task labels or color coding | No color coding (labels only) | No native labels or color coding |
| Assign tasks to one or multiple teammates | | | | One assignee per task (no multi-assign) | Single assignee per task only |
| Reuse task-level structures across projects | | Project templates (Starter+) | No task or project templates | Task templates with dependencies | Project templates with tasks included |
| Control access at the individual task level | Role-based permissions (no per-task permissions) | Admin and member role permissions only | No task-level permissions | Project-level only (no task-level) | 4 access levels per project (not per task) |
| Prevent work from starting out of order | | | | Waiting on, Blocking, Related to | Basic task dependencies (limited configuration options) |
| Automate repeating work with flexible schedules | | | No recurring tasks (recurring time entries only) | Daily, weekly, monthly, milestones | Daily, weekly, monthly, yearly recurring tasks |
| Add task-level fields for tracking custom details | | | No custom task data fields | Custom fields (text and number only) | Custom fields on CRM objects (limited on tasks) |
| Easily track time using timers or manual entries | Full-featured time tracker with start/stop timer, manual timesheet, kiosk clock-in, auto-tracker, offline mode, and Pomodoro mode | Full-featured time tracker with start/stop timer, manual entry, browser extension, offline sync, and Pomodoro mode | Start/stop timer and manual time entry (browser extension, desktop, and mobile) | Timer and manual time entry | Start/stop timer and manual entry |
| Log time directly against tasks and subtasks | Track time per task with timer and timesheet entry | Track time per task with start/stop timer and manual entry | Track time per task with start/stop timer and manual entry | Limited to task-level only (no subtask tracking) | Track time by client, project, and task |
| See time spent per project and per client | Time and budget tracking per project with rollup reports | Time rolled up per project with reports | Time and budget tracking per project with rollup reports and cost analysis | | Track time at project level |
| Clearly separate billable and non-billable time | Billable rates available on free plan (basic) and all paid plans | Billable rates on Starter+ plan ($9/user/month annual) | Billable and non-billable categorization with hourly rates per person or project | Billable and non-billable categorization | Billable and non-billable toggle on time entries |
| Turn tracked time into invoices without extra steps | Invoice from tracked time on Standard+ plan ($5.49/seat/month annual). Includes taxes, discounts, recurring invoices. | Basic PDF invoice export (limited — no discounts, no payment tracking, Toggl branding on free) | Auto-populate invoices from tracked billable time (core Harvest feature) | One-click invoice from time entries | Auto-populate invoices from tracked hours |
| View detailed time reports by task, project, or client | Summary, detailed, and weekly reports. Exportable. Labor cost and profit analysis. | 5 report types: Summary, Detailed, Workload, Profitability, My Reports. 11+ filter properties. | Detailed timesheet reports with filters by project, client, team member, and date range | Detailed timesheet reports | Time views by project, client, and month (no exportable reports or filters) |
| See how each team member tracks their time | Team timesheets with member activity views and approval workflows (Standard+) | Team timesheet views with member-level breakdowns (Starter+) | Team timesheet views with member-level breakdowns and capacity reporting | Per-member timesheets with locking | Team time logging (no approval workflow) |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | | | Estimates/quotes only (not full proposals with contracts or e-signatures) | Customizable proposals with e-signatures | Drag-and-drop proposal builder |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | | | | Visual editor (no true drag-and-drop) | Drag-and-drop with templates |
Reusable proposal templates | Reuse proven proposal layouts across clients | | | No reusable proposal templates | Industry templates plus custom templates | Pre-built professional templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | | | | | No view tracking or engagement analytics |
Live messenger on proposals | Answer questions directly while clients review proposals | | | No live messenger on proposals | No live chat in proposals | Client comments directly on proposals |
| Move from proposal to contract, invoice, or booking automatically | | | No proposal flow automation | Proposal-contract link only (no scheduler) | Auto-convert to contract and project on approval |
Convert proposal to invoice | Create invoices directly from approved proposals | | | No proposal-to-invoice conversion (estimates only) | Auto-generate invoice from accepted proposal | Auto-create invoice when agreement is signed |
| Offer upsells and add-ons directly inside proposals | | | No packages or add-ons in proposals | Packages with single, multi-select options | No interactive pricing tables or package selection |
Interactive pricing tables | Let clients choose options before approving | | | No interactive pricing tables | Static pricing only (no client selection) | No interactive pricing tables |
Dynamic data and variables | Auto-fill proposal content with client and project data | | | No dynamic data or variables in proposals | Basic smart fields (limited variables) | Basic merge fields (no dynamic data blocks) |
| Automatically expire proposals after a set date | | | Expiration dates on estimates only (no proposals) | Manual expiry dates (no automation) | Expiration dates not confirmed in documentation |
| | PDF export for reports and invoices | | PDF export available for invoices and estimates | Basic PDF export (limited branding) | Contracts stored in client profile (no standalone PDF export documented) |
| Create reusable proposal sections you can reuse on demand | | | No reusable content blocks | Reusable blocks not supported (templates only) | No reusable content blocks |
Legally binding e-signatures | Collect secure electronic signatures on proposals | | | | Basic e-signatures (limited audit trail) | E-signatures on proposals |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | | | No proposal custom data fields | Text and date custom fields only | Merge fields for client and project info (no sortable custom data) |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | | | | Legally vetted templates with e-signatures | Legally vetted contract templates |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | | | No drag-and-drop contract builder | Visual editor (no full drag-and-drop) | Pre-built legal templates |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | | | No e-signatures on contracts | Legally binding e-signatures | E-signatures on contracts with audit trail |
Multi-signature / signees | Collect signatures from multiple people on the same contract | | | No multi-signature support | Multiple signers and recipients | Single signer per contract (no multi-party signing) |
Reusable contract templates | Reuse contract structures to create new agreements faster | | | | Industry-specific and custom templates | Pre-built legal templates |
Auto-reminders automation | Automatically follow up until contracts are signed | | | No contract auto-reminders | Auto-reminders (stop after 16 days overdue) | Automatic follow-up reminders |
| Auto-fill contract content with client and project data | | | No dynamic data variables in contracts | Basic smart fields (limited variables) | Merge fields for client data (no dynamic data blocks) |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | | | No contract automation triggers | Contract & proposal triggers only | Signed contracts trigger project creation and invoice generation |
| See when contracts are opened and reviewed | | | No contract view notifications | Basic email notifications (no detailed tracking) | Real-time tracking (sent, viewed, paid, overdue) |
PDF download with signature certificate | Download signed contracts with official proof of signature | | | No signed contract PDF download | Basic PDF download (limited certificate) | Signed contracts stored in client profile (no signature certificate) |
Custom signer data fields | Collect structured signer information during signing | | | No custom signer data fields | Standard fields only (name & email) | Standard signer fields (name and email only) |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | | | No custom contract data fields | Custom fields (contact info only) | Merge fields only (no sortable or filterable custom data) |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Invoice creation from tracked time on Standard+ plan. Includes line items, taxes, discounts. | Basic PDF invoice generation from time reports (Toggl branding on free, limited fields) | Create and send invoices from tracked time with Stripe and PayPal payment collection | Invoicing with multiple payment options | Customizable invoice templates with online payments |
| Match invoices to your brand with custom logos, colors, and layout | No custom invoice branding | Toggl branding on free plan. No custom branding on paid plans either. | Branded invoices with logo and custom colors | Limited branding (logo and colors only) | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | No invoice builder (generated from time data) | | No drag-and-drop invoice builder (template-based) | Pre-built templates (no drag-drop) | Template-based editor (not drag-and-drop) |
| Edit pricing, quantities, descriptions, and structure freely | Line items on Standard+ invoices | No customizable line items (time entries only) | Customizable line items with services catalog | Line items (no advanced customization) | Custom descriptions, quantities, and pricing per line |
Item or invoice discounts | Apply discounts at the item or full invoice level | Invoice discounts on Standard+ plan | | Discounts supported on invoices | Discounts (percentage or fixed, no tiered) | |
| Create tax rules that match your location and use case | Tax configuration on Standard+ plan | | Custom tax rates supported on invoices | Basic tax configuration (no automation) | Basic tax calculations (not full tax automation) |
| Accept bank transfers for lower-fee payments | | | ACH bank transfers via Stripe integration | ACH via Bonsai Payments (US, UK, CA, AU only) | |
| Accept credit and debit cards instantly | Via Zapier or API (no native Stripe integration) | | Native Stripe integration for invoice payments | Stripe payments supported | Stripe integration included |
| Collect in-person payments when needed | | | | | |
| Let clients pay using PayPal | | | Native PayPal integration for invoice payments | PayPal payments supported | PayPal integration included |
Flexible partial payments | Collect deposits and split payments across milestones | No partial payment support | | No partial payment support | Partial payments (manual milestone setup) | Deposit requests (limited installment options) |
| Break invoices into scheduled installments | | | No payment plans or installment schedules | Payment plans (limited automation) | Recurring invoices (no milestone-based installment schedules) |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Recurring invoices (weekly, bi-weekly, monthly) on Pro+ plan | | Automated recurring invoices with flexible frequency options | Weekly, biweekly, monthly, yearly recurrence | Recurring invoices with custom frequency |
| Manage ongoing client subscriptions and billing | No subscription management | | No subscription management | Recurring invoices (no subscription portal) | Recurring invoices only (no subscription portal or client self-service) |
Automated payment reminders | Follow up automatically until invoices are paid | Overdue invoice notifications | | Automated payment reminders for overdue invoices | Automated reminders (stop after 16 days) | Automatic follow-up reminders with late fees |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | | | Reusable invoice templates available | Templates available (limited customization) | |
Multiple currency support | Bill clients globally in their local currency | Multi-currency invoicing on Standard+ plan | Multiple currencies in reports (no multi-currency invoicing) | Multiple currency support on invoices | Multi-currency (manual exchange rates) | |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | No invoice automation triggers | | No invoice automation triggers | Payment & form triggers only | Pipeline stage triggers only (Pro plan) |
| See when invoices are opened and paid | | | Email notifications when invoices are viewed and paid | Email notifications (no real-time tracking) | Real-time tracking (sent, viewed, paid, overdue) |
Built-in expense tracking | Track project-related costs alongside invoices | Expense tracking on Pro+ plan | No built-in expense tracking | Built-in expense tracking with receipt photos and reimbursements | Expense tracking (auto-categorization via bank sync) | Expense tracking with receipt attachment and Plaid bank sync |
| Collect upfront payments before work starts | | | No invoice deposit support | Deposits supported (manual collection) | Deposit requests available |
Auto-invoice billable time | Turn tracked time into invoices automatically | Manual generation from tracked time on Standard+ (no true automation) | Manual export to invoice from time reports | Core feature — auto-populate invoices from tracked billable time | Time-to-invoice (manual confirmation required) | Auto-populate invoices from tracked hours |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | | | No custom invoice data fields | Text and date custom fields only | Basic custom fields on invoices |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | | | | A unified client inbox is not supported | Communicator with email, SMS, and phone in one view (Pro plan) |
| Connect and manage all your email accounts in one place | | | | Send-only (no inbox sync) | Two-way email sync via Communicator (Pro plan) |
| Add real-time chat to your website and client portals | | | | | |
| Message teammates privately without leaving your workspace | | | | Direct messaging is not supported | Direct messages via Communicator |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Task comments only (not project-wide conversations) | | | No in-app project messaging | Full conversation history in Communicator |
| Create shared spaces for team-wide discussions | | | | Team chat is not supported | |
| Organize channels by team, topic, or workflow | | | | | |
| Notify teammates instantly inside conversations | @mentions in task comments only | | | | @mentions supported in task comments |
| See when messages are read | | | | Read receipts are not supported | Conversation history tracked (no read receipts) |
| Share files directly inside conversations | | | | Share files and links in portal messages | 50 MB attachments or external links (no native file storage) |
| Collaborate on incoming emails as a team | | | | | No shared team email inbox |
| Access and respond to messages on mobile | | | | | |
| Reply from your email client and keep conversations synced | | | | | Email replies sync to Communicator threads |
| Keep all client and project files in one organized place | | | | Project document storage with client access | File attachments on tasks (50 MB limit, no file manager) |
Advanced folder organization | Organize files by project, client, or structure you choose | | | | Project-level only (no granular) | Project-level organization (no complex hierarchy) |
| Control who can view or edit folders | | | | Project-level only (no granular) | 4 project access levels apply to files |
| Group files by person when needed | | | | | No person-based file organization |
| Keep files scoped to each project | | | | Project-based file sections in portal | Files organized within projects |
| Preview files instantly without downloading | | | | | Basic file previews within tasks |
| Capture file metadata you can sort and filter | | | No custom file data fields | Contact info only (no CRM fields) | No custom file metadata fields |
| Create and edit documents directly inside Plutio | | | No built-in document editor | No built-in document editor | Proposal and contract documents only |
Comments on files and docs | Leave comments directly on files and documents | | | | No file commenting system | Comments and @mentions on tasks |
| Move, tag, or manage many files at once | | | | | |
| Find files quickly using search and filters | | | | | Search within project context |
| Sync files with Google Drive or Dropbox | | | | | No native cloud storage sync |
| Restrict access with permissions or passwords | | | No secure sharing controls | | 4 project access levels control file visibility |
| Share files externally with controlled access | | | | Portal sharing only (no direct file links) | Share via task attachments or external links only |
| Let clients book meetings directly without back-and-forth emails | Employee scheduling on Pro+ (not client booking) | No scheduling or booking feature | No scheduling or booking feature | Booking pages with calendar sync | Embeddable booking page with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | | | | Custom branding on booking pages | Customizable booking page with branding |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Staff availability on Pro+ | | No availability management | Event types with availability windows | Custom availability windows with calendar blocking |
| Add buffer time automatically between meetings | | | | Buffer times (no daily limits) | Configurable buffer between meetings |
| Create unlimited booking types with different rules and setups | | | | Custom event types with different durations | Multiple meeting types with unique settings |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | Google Calendar sync available | Google and Outlook Calendar integrations available | No scheduling or calendar sync | Calendar sync (Google and Outlook only) | Google, Outlook, iCloud, CalDAV |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | | | | Email customization (limited template control) | Automated confirmations and reminders |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | | | | Redirect supported (basic URL redirect) | Customizable confirmation pages |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | | | | Booking triggers (limited action types) | Automated reminders and confirmations |
| Send automatic reminders without manual follow-ups | | | | Auto-reminders (email only, no SMS) | Automated meeting reminders |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Automatic timezone detection per user | Automatic timezone detection per user | | Timezone detection (basic support) | Calendar sync handles timezones (no explicit detection documented) |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | | | | Require payment to book via Bonsai Payments or Stripe | Require payment before meeting is booked |
| Build booking forms with full control over questions and layout | | | | Custom intake questions and forms on booking events | Custom intake forms on meeting types |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | | | Notice periods (no per-event daily limits) | Booking limits not confirmed in documentation |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | | | No rescheduling or cancellation controls | Clients can reschedule or cancel from confirmation email | Clients can reschedule or cancel bookings |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | No workflow automation builder | No workflow automation builder | | Contract, proposal, invoice, form triggers | Visual workflow builder (Pro plan only) |
| Start workflows from real events across projects, clients, and payments | | | No trigger-based workflows | Contract signed, proposal accepted, form filled | Pipeline, form submission, and invoice triggers (Pro plan only) |
| Run workflows on schedules you control, not fixed intervals | No schedule-based automation | | | | No independent time-based triggers |
| Chain multiple actions into one continuous automation | | | | | Multi-step sequences with branching |
| Create conditional paths instead of one-size-fits-all flows | | | | | Decision widget with AND/OR logic |
| Add precise timing between steps, down to minutes or days | | | | | Wait For conditions only (no timed delays) |
| Create, update, or move records automatically across the system | | | | Auto-create (projects and clients only) | Create projects, send invoices, send agreements |
| Reorganize work automatically without manual cleanup | | | | | Change pipeline stage only (no move/duplicate/archive) |
| Automatically archive or remove records based on rules | | | | | No auto-delete or archive rules |
| Trigger or receive real-time events from external systems | Incoming webhooks via API (Zapier for complex flows) | | REST API and webhooks available | Webhooks (outgoing only, no incoming) | Webhook events (Pro plan only) |
| Send automated emails tied to real workflow events | | | Automated invoice and reminder emails | Logo & colors (no custom domain) | Send email from templates with tokens |
| Add notes or comments automatically where work happens | | | | | |
| See exactly what ran, when, and why | | | | | No automation activity logs |
| Pass data between steps dynamically without manual mapping | | | | | Basic token replacement in emails and agreements |
| Run workflows that span projects, tasks, proposals, invoices, and more | Projects link to clients and time entries (limited scope) | | No cross-entity automation | | Pipeline-triggered only (limited cross-entity scope) |
| Build fully branded forms that match your workflow and client experience | | | | Branded intake and questionnaire forms | Unlimited form creation with templates |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | | | | Form editor (no true drag-and-drop) | Form builder with reusable templates |
| Reuse form structures without rebuilding from scratch | | | | Form templates with auto-CRM sync | |
| Collect structured data you can sort, filter, and report on | | | | Custom fields (limited field types) | Custom fields (text, select, radio, checkbox) |
| Show or hide fields based on responses, not static forms | | | | Conditional logic (limited complexity) | Conditional show/hide fields with AND/OR logic |
Instant email notifications | Get notified immediately when forms are submitted | | | | Email notifications (no customization) | Auto-responses on submission |
| Trigger automated workflows when a form is submitted | | | | Basic automation triggers (limited actions) | Form submissions can feed into automations (Pro plan) |
| Embed forms anywhere without layout restrictions | | | | Embed via iframe (limited styling control) | |
Advanced field preferences | Control required, hidden, and default field behavior | | | No advanced field preferences | | |
Comprehensive field types | Collect text, files, dates, selections, and more | | | | | Text, select, radio, checkbox (no regex or conditional validation) |
| Collect legally binding signatures directly inside forms | | | No signature field on forms | E-signature field (basic, no advanced options) | E-signatures via contract documents |
| Accept file uploads as part of form submissions | | | | Clients can upload files to projects | File attachments (50 MB limit) |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | | | | | Custom redirect after form submission |
| Manage contacts and companies in one connected system | Client and project tracking (no CRM pipeline or contact management) | Client/project tracking in reports only (no CRM features) | Basic client and contact list (no CRM pipeline or lead tracking) | CRM with Deals pipeline for leads | Client profiles with lifetime earnings and sales pipeline |
| Track organizations, not just individual contacts | | | | Companies (basic info only, no hierarchy) | Client records (no separate company entities) |
Custom contact data fields | Collect and manage structured contact data you define | | | | Custom fields (text and select only) | Custom fields on CRM objects |
Complete activity timeline | See every interaction with a client in one place | | | | Activity log (projects and invoices only) | Historical data per client (not a formal timeline) |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | No contact labeling or grouping | | No contact labeling or grouping | Tags (no advanced segmentation) | Prospect vs Client record types (no tags) |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | | | | | No wiki or knowledge base |
Beautiful rich text pages | Write structured, formatted content without complexity | | | | | |
| Build deep knowledge hierarchies without limits | | | | | |
Granular page permissions | Control exactly who can view or edit each page | | | | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Basic reporting dashboard (not a customizable dashboard builder) | Basic reporting dashboard (not a customizable dashboard builder) | Basic project and time reporting dashboard (not customizable) | Dashboard (fixed layout, no customization) | Homebase dashboard (not fully customizable) |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | No custom dashboard builder | | No drag-and-drop dashboard builder | Pre-configured widgets only | No drag-and-drop dashboard builder |
| Visualize data with customizable charts | | | Charts in time and budget reports only | Charts (revenue and time only) | Basic pipeline and revenue charts |
| Track key numbers without manual reporting | Time and cost metrics in reports | | Time and budget metrics in reports only | Metrics (revenue and project totals only) | Revenue and time metrics (no custom KPIs) |
| Monitor progress toward defined goals | | | | | |
| Add contextual notes directly to dashboards | | | | | No notes widget on dashboard |
| View upcoming events alongside work and metrics | | | | Calendar widget (upcoming tasks only) | Calendar widget on homebase |
| Track revenue and expenses in the same view | Labor cost and profit reports (not financial widgets) | | Revenue, expense, and invoice reporting but no custom dashboard widgets | Revenue tracking (invoices only, no expenses) | |
| Run the entire platform under your brand | | | | Documents and portal only (no admin theming) | White-label on Pro plan ($25/month) only |
| Apply your brand colors across the system | No interface customization | | | No admin interface theming | Logo, colors, fonts on client portal (Pro plan) |
| Fine-tune styling beyond basic theming | | | | | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | | | | Branded login (fixed layout) | Branded portal welcome page (Pro plan) |
| Send all system emails with your branding | | | Logo and branding on invoice emails | Logo in emails (no custom templates) | |
| Use your own fonts throughout the platform | | | | | Custom fonts and logo on portal (Pro plan) |
| Replace all platform logos with your own | Custom logo on reports and invoices (Pro+) | | Logo upload on invoices and branded documents | Logo (documents and portal only) | Custom fonts and logo on portal (Pro plan) |
| Run everything on your own domain | | | | | Custom domain via CNAME (Pro plan only) |
| Send emails from your own email infrastructure | | | | | SMTP configuration for sending from your own email address |
| Embed Plutio directly into your website or product | | | | | |
| Shape the platform to match how your business works | Workspaces, projects, and clients (no nested hierarchy) | Workspaces, projects, and clients only (no nested hierarchy) | Workspaces, projects, tasks, and clients only (no flexible hierarchy) | No workspace customization | Workspace configuration included |
| Add, remove, or reorder navigation items freely | | | | Fixed menu (no customization) | Toggleable portal modules (not full menu editor) |
| Show different navigation for different roles | | | Fixed menus for all users | | No user-based menu customization |
| Create role types beyond preset permissions | Admin, project manager, and member roles (Enterprise adds custom roles) | Admin and member roles (Premium adds rate visibility) | Admin and member roles only | 4 fixed roles (no custom) | Fixed roles only (no custom role creation) |
Advanced user permissions | Control access at a granular level | Role-based permissions by project (Enterprise adds advanced controls) | Admin and member permissions by workspace and project | Project-level permissions only (admin and member roles) | Project permissions (no granular control) | No granular per-task permissions |
| Support enterprise-grade single sign-on | SSO on Enterprise plan ($11.99/seat/month annual) | SSO on Premium plan ($18/user/month annual) | No SSO on Teams plan (Enterprise only) | Email & password login only | |
| Integrate with external systems without lock-in | 80+ native integrations including Jira, Asana, ClickUp, Monday.com, Notion, QuickBooks, Google Drive | 100+ integrations via browser extension and native connections (Jira, Asana, Salesforce, QuickBooks, Trello, Todoist) | 50+ native integrations including Asana, Trello, Jira, Slack, QuickBooks, Xero, Basecamp, and more | Integrations (Zapier and Make only) | Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid |
| Connect to thousands of apps without custom code | Full Zapier integration (2,900+ additional apps) | | | Zapier (limited triggers and actions) | Zapier integration (Pro plan only) |
| Build advanced automation scenarios visually | | Make.com integration via API | Make.com integration supported | Make.com (limited modules) | Make.com integration (Pro plan only) |
| Connect services without usage-based limits | | | | | Pabbly Connect integration (Pro plan only) |
| Build custom integrations with full system access | | | | REST API (read-only, limited endpoints) | Public API with 29 endpoints (Pro plan only) |
Incoming & outgoing webhooks | Send and receive real-time events | Outgoing webhooks via API (limited) | Webhooks via API and Zapier | Incoming and outgoing webhooks supported | Webhooks (outgoing only, limited events) | Webhook events (Pro plan only) |
| Access your business from native mobile apps | iOS, Android apps plus kiosk mode | | iOS and Android apps with timer and time tracking | Mobile apps (iOS and Android, limited features) | |
| | | | | iOS app (basic features only) | |
| Full-featured Android app | Full Android app available | Full Android app available | Full Android app available | Android app (basic features only) | |
| Native macOS app for desktop workflows | Desktop app available (Mac and Windows) | | Mac menubar app and browser extension (no full standalone desktop app) | | |
| Native Windows app for desktop workflows | Desktop app available (Mac and Windows) | Native Windows desktop app | Windows menubar app and browser extension (no full standalone desktop app) | Web only (no Windows app) | |
