Best Indy alternatives for freelancers & agencies (2026)

Indy handles proposals, contracts, and invoicing for solo freelancers, but once the work starts, there's no project management past a basic task list, and the client portal lives on Indy's subdomain rather than yours. Billing lives in Indy while the actual project work runs somewhere else, and clients reach a portal on Indy's domain, not your brand's.

The right Indy alternative keeps proposals connected to what comes after. When a client signs, the project opens with tasks built from the scope, and clients check in through a portal at your own domain instead of emailing you for updates.

This page breaks down 6 Indy alternatives by price, feature coverage, and who each one actually fits, so you can pick one without testing all six yourself.

Last updated March 2026

4.6

TLDR (summary)

Best Indy alternative in 2026: Plutio ($19/month vs Indy's $25/month Pro). Indy handles proposals, contracts, and invoices, but the workflow ends the moment the client signs. Plutio does the same admin, then keeps going once the project begins. Proposals connect to projects, time tracking feeds invoicing, and clients log into their own branded portal without you emailing updates.

Why freelancers switch: The free plan caps out at 3 proposals, 3 contracts, and 3 invoices per month, enough to test it but not enough to run a business. Upgrading to Pro removes the cap but still gives no scheduling tool, no custom domain for client portals, no team seats, and no project management beyond basic task lists. There's no tier that fixes these gaps. Indy is built for solo starters and stays that way.

Why Plutio is the best alternative: Your clients get a portal at your own domain where they see project progress, approve deliverables, and download invoices. You track time against tasks, and those hours turn into invoice line items without copying. When scope changes, everything is already in one place, so you're not hunting across three apps to update the numbers.

Other alternatives on this page: Bonsai handles contracts and US tax prep, but task management is basic and there's no custom domain. HoneyBook covers booking with a clean interface but restricts full features to the US and Canada. Bloom is affordable and simple but lacks team features and scheduling. Moxie adds CRM to the mix but project management stays limited. Full comparison below.

What is Indy and what does it do?

Indy is a freelance admin tool built for solo freelancers just getting started. You can send proposals, collect contract signatures, issue invoices, and log time, all from one app for $25/month or free with monthly usage caps. The free plan gives you 3 proposals, 3 contracts, and 3 invoices each month, which covers a light workload without paying anything.

Many new freelancers start with Indy because the entry cost is low and the interface covers the basics without requiring setup time. For someone sending two or three invoices a month while building their client base, Indy means you don't pay for software before the income is there to justify it.

Indy handles:

Sending proposals clients can review and accept
Collecting contract signatures with basic e-sign
Issuing and tracking invoices with Stripe and PayPal
Manual time logging tied to projects
Basic task lists and project organization
A client portal on Pro (on Indy's subdomain)

For solo freelancers managing light admin, Indy covers these needs. But project management is basic, there's no scheduling tool, and the client portal runs on Indy's domain rather than yours.

What are Indy's limitations?

Indy handles the initial transaction, but once the contract is signed and the project work begins, the gaps appear quickly. Once the contract is signed, there's no real project management beyond basic task lists, no scheduling tool, and no way to bring in a team member as work grows.

The portal limitation shows up as soon as a freelancer starts positioning as a premium service provider. Clients clicking a portal link land on a URL with Indy's domain in it, not the freelancer's brand. White labeling removes the Indy logo from documents and emails, but the client portal URL still shows Indy's domain, not yours.

The result: client calls go into Calendly, project work goes into Notion, and the client portal URL is still advertising Indy's domain. When three tools stop talking to each other, the admin overhead you were trying to avoid comes back another way.

Common gaps include:

Single-user only, no team seats or shared access for subcontractors
No custom domain for the client portal (portal stays on Indy's subdomain)
No scheduling or booking tool, client calls need a separate app
No Gantt view, task dependencies, or project milestones
No mobile app, the mobile experience is a responsive web view

Freelancers switch when they want the project work to connect to the proposal instead of starting over in a new tool after every signature.

The mobile experience is basically unusable. I work from my phone regularly and Indy just doesn't function properly outside of a desktop browser. For a tool that charges $25/month, that's a hard gap to accept.
VR
Verified ReviewerFreelance Designer

What a complete Indy alternative needs

A complete Indy alternative should keep the simplicity of sending proposals and getting paid, but also handle what happens after the client signs. The alternative should connect proposals, contracts, tasks, files, invoices, and payments to the same project so the work stays organized.

The goal is one place where agreements, tasks, and billing all stay connected, so you're not rebuilding projects in different apps.

A strong alternative should include:

Proposals that can turn into a project plan, so you don't rebuild setup after approval
Contracts with e-signatures tied to the same project, so agreements stay linked to work
Project management for tasks, deadlines, and timelines, so work stays clear day to day
Files and feedback tied to tasks, so reviews and changes don't get lost
Client portal access at your own domain, so the experience looks like your business
Invoices and payments tied to the project or milestones, so billing matches the plan
Scheduling for client calls, so meeting booking doesn't require a separate tool
Team access when workload grows, so adding a subcontractor doesn't break everything

This is the difference between a tool that handles one thing and a tool that handles everything.

#1. Plutio, top all-in-one Indy alternative in 2026

When a client signs a contract in Indy, the setup for the actual project starts from scratch in a separate app. There's no task list waiting, no client portal ready, and no invoice tied to the scope. The information from the proposal has to be rebuilt somewhere else before the work can begin.

Plutio closes that gap. The proposal you send becomes the project you run. When the client accepts, a project starts from your saved template with tasks, timelines, and portal access already in place. Nothing gets rebuilt. Nothing gets lost between apps.

What this actually looks like

A client signs your proposal. In Plutio:

A project creates automatically with tasks from your scope
An invoice attaches to the project, scheduled or ready to send
The client gets a branded portal at your own domain with their deadlines and files
Onboarding forms start collecting what you need before the first call
Time logs against tasks and those hours feed directly into invoices
Reminders run automatically based on real project steps, not manual scheduling
When scope changes, the proposal, tasks, and invoice all update in one place

No copying. No switching apps. No rebuilding the same information in three places.

Why this matters

When proposals and projects are disconnected, deliverables get missed and invoices don't match the scope. When everything is connected:

Clients check progress themselves instead of emailing you for updates
Invoices match the work because they're tied to the same scope from day one
Reminders run automatically based on real project milestones, not guesswork
Teams can join on any plan without extra per-seat charges for collaboration

That happens because everything is connected instead of scattered across tools.

Switching from Indy

Indy lets you export your client list and invoice history. You can import clients into Plutio via CSV, and the support team helps with more complex migrations. Plutio has been around for over 10 years, built on feedback from freelancers and agencies who needed proposals, projects, and billing in one place.

With Plutio we don't jump between apps anymore! Everything from projects to invoicing is finally connected in one fully-branded app.
Yazan & MawahebAgency Owners

#2. Bonsai, simple contracts, limited project management

Bonsai handles proposals, contracts, invoices, and tax preparation. For US freelancers who need their finances ready for tax time, Bonsai covers the basics without a steep learning curve.

Project management is where Bonsai runs short. Task lists are basic, Gantt views and dependencies don't exist, and there's no real client portal for ongoing work. Once the contract is signed, you need a separate app for the actual project. Bonsai also has no custom domain for client-facing pages, so the portal stays on Bonsai's URL.

Bonsai works for solo freelancers in the US who need contracts and tax-ready invoicing in one place.

Bonsai has basic task management with no Gantt charts, no team seats, and no custom domain. Growing freelancers need additional tools for actual project work.

The task management in Bonsai is very basic compared to dedicated tools. It's fine for simple lists, but for real project management, I still have to use Trello or Asana on top of it.
VR
Verified ReviewerCreative Agency

#3. HoneyBook, booking-first, limited outside the US

HoneyBook covers client booking with a clean flow. You send a proposal with pricing and terms, the client signs and pays in one session, and the initial transaction is done without switching between documents.

The limitations stack up for project-based work. Project management is basic, task tracking is limited, and there's no real client portal for progress visibility after booking. HoneyBook also focuses on the US and Canada, so freelancers outside North America run into friction with payment processing and tax settings.

HoneyBook works for creatives and event-based freelancers who need a clean client booking flow in the US or Canada.

HoneyBook has limited project management, no real client portal for ongoing work, and restricted functionality outside North America.

Great to get into, but never try to leave. HoneyBook is very difficult to manage workflows and export your data efficiently if you decide to switch.
AP
Austin P.Small Business Owner

#4. Bloom, affordable starter, thin on integrations

Bloom offers proposals, contracts, invoices, scheduling, and a basic client portal at a lower price than most alternatives. For a solo freelancer who needs the basics without much setup, Bloom covers the entry-level workflow.

Bloom has no team seats, limited integrations beyond Zapier, and project management stays basic. The client portal covers document sharing and basic communication but lacks the depth needed for ongoing project collaboration. Automation is minimal, and no-show protections or advanced availability controls require a separate scheduling tool.

Bloom works for solo freelancers who want a low-cost entry point with scheduling and invoicing in one place.

Bloom has no team seats, limited automation, and basic project management that requires additional tools for anything beyond simple client work.

Bloom covers the basics fine, but I quickly hit the ceiling on customization. The portal looks the same for every client and I can't control what each client sees or hide certain sections.
VR
Verified ReviewerBrand Designer

#5. Moxie, freelance CRM, limited project management

Moxie combines client management, proposals, contracts, invoicing, and a CRM-style lead pipeline for freelancers. For someone who wants visibility into their sales funnel alongside their billing, Moxie gives both in one app.

Project management is where Moxie falls short. Task boards are basic, there's no Gantt view or dependencies, and the client portal has limited customization. Moxie also has no native scheduling tool and relies on calendar integrations for meeting booking.

Moxie works for freelancers who want CRM-style lead tracking and invoicing together without managing a full sales platform.

Moxie has basic project management, no Gantt view, and limited client portal features for freelancers who need to manage ongoing project work.

Moxie is great for tracking leads and sending invoices, but the project management side is thin. I still use Notion for actual project work because Moxie just can't handle the complexity of multi-phase projects.
VR
Verified ReviewerFreelance Consultant

#6. Copilot, strong client portal, limited workflow depth

Copilot builds a clean client portal with file sharing, messaging, invoicing, and embedded app support. For agencies and consultants who want a professional client-facing experience, Copilot's portal ranks among the more structured options in the category.

The limitations show up in workflow depth. Copilot is a portal and billing layer, not a project management tool. Task management is basic, there's no proposal flow that converts to projects, and automation requires Zapier. Pricing starts higher than most alternatives at around $29/month with per-seat charges for team members.

Copilot works for consultants and agencies who want a well-structured client-facing portal with file sharing and embedded apps.

Copilot has limited project management, no native proposal flow, and pricing that scales up quickly with additional seats or modules.

Copilot looks great but the actual project management capabilities are basically nonexistent. You still need another tool for tasks and timelines, which defeats the purpose of having a client portal if clients are still asking what's happening.
VR
Verified ReviewerDigital Agency Owner

The verdict: Why Plutio is the best Indy alternative

The difference between Indy and Plutio comes down to what happens after the client signs.

Indy is built for the admin side of starting a freelance business. Proposals go out, contracts get signed, invoices get paid. For a brand-new freelancer managing two or three clients with simple work, Indy covers the basics without much setup or cost. But once the actual project work begins, Indy steps back. Project management is basic task lists. The client portal runs on Indy's domain. There's no scheduling tool. There's no team access, ever. The product is solo-only by design.

When you look at the full workflow in the comparison table, the gap becomes clear. Indy covers the documents but stops before the project starts. Plutio treats the signed proposal as the beginning, not the end. The proposal becomes the project, tasks come from the scope, and the client gets a portal at your own domain. Time tracking feeds invoicing so hours don't get lost between apps. The whole workflow stays in one place from the first contact to the final payment.

What changes when you switch from Indy to Plutio?

Freelancers who switch keep telling us the same three things:

No more rebuilding projects after every signature. In Indy, the signed contract is the end of the road for workflow support. Users spend 1-2 hours per project setting up tasks in Notion, Trello, or Asana because Indy doesn't carry the scope forward into a project. In Plutio, the accepted proposal creates the project with tasks from your template. No rebuilding.
Clients stop asking where things stand. Indy's client portal runs on Indy's subdomain, and it shows your documents, not your project progress. Clients still email because they have no way to see what's happening. In Plutio, clients log into a portal at your own domain where they see what's in progress, what's completed, and what's coming up next. Most of those check-in emails stop coming.
Invoicing matches the actual work. When time lives in a spreadsheet and gets copied into Indy manually, hours get missed and the invoice ends up lower than it should be. In Plutio, time entries connect to projects and those hours turn into invoice line items automatically. The invoice reflects the work because both live in the same place.

How does Plutio compare to Indy on price and reviews?

Reviews for Indy across GetApp and Capterra highlight the same recurring issue: the mobile experience. Indy runs as a mobile-optimized website rather than a native app, which makes it noticeably clunkier on phones. Multiple reviewers flag this as a top unmet request, with the product roadmap showing no public response. A second pattern in reviews is product stagnation: feature requests from 2023 remain open, and updates have slowed noticeably.

On pricing, Indy Pro at $25/month looks affordable until you add what it doesn't include. A separate scheduling tool like Calendly runs $10-12/month. A project management app like Notion or Trello adds another $8-10/month. A shared workspace for a subcontractor requires yet another tool because Indy has no team seats at any price. That's $43-47/month across three separate tools, versus $19/month for Plutio covering all of it. Plutio at $19/month covers all of it: proposals, contracts, projects, scheduling, time tracking, invoicing, team access, and a client portal at your own domain.

Freelancers switching from Indy to Plutio typically say the biggest change is how much time they save after the contract is signed. The hours spent setting up projects manually after Indy and keeping clients updated via email represent around 3-5 hours per week in admin overhead that disappears once the workflow runs in one place.

Which tool wins? The feature and pricing comparison

What Indy includes: Proposals, contracts, e-signatures, invoicing, Stripe and PayPal payments, manual time tracking, basic task lists, Google Calendar sync, basic forms, a client portal (on Indy's subdomain), recurring invoices, and Zapier integration. Indy Pro costs $25/month ($18.75/month billed annually).

What Indy lacks: Custom domain for client portals, team seats at any price, a scheduling or booking tool, Gantt views or task dependencies, a mobile app, expense tracking, advanced automation, and an active product roadmap based on user reports.

What Plutio adds: Full project management with Kanban, Gantt, and dependencies, built-in scheduling with branded booking pages, time tracking that feeds invoices automatically, client portals at your own domain, team seats on every plan, white-labeling throughout, and native automations. Plutio Core costs $19/month.

The math: Indy Pro ($25) + Calendly ($12) + Notion ($10) = $47/month for three tools that don't talk to each other. Plutio = $19/month for everything connected.

Best for light solo admin: Indy covers simple proposal-to-payment flows for freelancers who don't need project management or team collaboration.

Best for full project-based work: Plutio connects the proposal to the project to the portal so the work stays in one place from start to finish.

The deciding question: Does your work end when the client pays the deposit, or does it start? If it starts, you need project management, scheduling, and a portal at your own domain that Indy doesn't provide.

How do you migrate from Indy to Plutio?

Most freelancers complete the switch from Indy in 1-2 hours of setup, then run both tools in parallel for 2-4 weeks while active projects finish in Indy and new projects start in Plutio. Indy allows CSV export of client data and invoice history, which makes moving the most important information straightforward.

Start your free Plutio trial: Sign up at plutio.com. You get 14 days free with no credit card required. The trial covers full access to set up templates and test the workflow before committing.
Export your Indy contacts: Go to Contacts in Indy and export your client list as a CSV file. Invoices and documents may need to be downloaded individually from each client record.
Import client data into Plutio: Upload your client CSV to Plutio. The importer maps fields like Client Name, Email, and Phone directly to Plutio's contact database. Custom fields can be added for anything Indy tracked separately.
Set up proposal templates: Recreate your Indy proposal layouts as Plutio proposals. Include your pricing packages, terms, and contract language. Plutio proposals can include contracts and invoices in one flow, matching what Indy does and adding the connection to project creation.
Create project templates: Build project templates with tasks, timelines, and deliverables that match your typical projects. Templates auto-populate when proposals are accepted, so you don't rebuild the project structure for every new client.
Configure your branding: Set up your white-labeled portal with your own domain and logo. Clients see only your brand throughout, no platform branding. Add your colors, custom domain, and email templates.
Connect payment processing: Link your Stripe or PayPal account to Plutio. Clients pay invoices directly from their portal, and payment settings carry over from what you used in Indy.
Set up scheduling: Configure your booking pages in Plutio's built-in scheduling tool. Add your availability, meeting types, and buffer times. Clients book calls from a branded page without leaving your portal.
Run both tools in parallel: For 2-4 weeks, complete active Indy projects while starting new projects in Plutio. Running in parallel avoids disrupting clients mid-project.
Invite clients to their new portal: Send clients access to their Plutio portal. Once all active work moves over, cancel your Indy subscription.

Need help with migration? Sign up, and once you're in, chat with us via the built-in live chat. We'll walk you through setup, help configure templates, and answer any questions.

Research & Sources

Every comparison and price point on this page is backed by direct research conducted in March 2026. We verify data across official product pages, user reviews, and third-party analysis to ensure accuracy.

Pricing verification sources

Plutio: Official pricing, GetApp reviews
Indy: Official pricing, Indy help docs, GetApp reviews
Bonsai: Official pricing, G2 reviews
HoneyBook: Official pricing, G2 reviews
Bloom: Official pricing
Moxie: Official pricing

Verification methodology

For each feature in the comparison table:

We consult official product documentation
We verify with multiple third-party sources (G2, GetApp, TrustRadius)
We cross-reference with video demonstrations and user reviews
We update pricing monthly based on current published rates

If you find any inaccuracies, please let us know so we can investigate and update immediately.

What is the best Indy alternative for freelancers in 2026?

Compare pricing, proposals, project management, client portals, and team collaboration tools.

PRICING Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Starting price	$19/month (Core plan)	$25/month (Pro plan, $18.75/month annual). Free plan available.	$15/month (Basic, $9/month annual)	$36/month (Starter, $29/month annual)	$14/month (Starter plan, $7/month annual)	$12/month (Starter, $10/month annual)	$59/month (Starter plan, $39/month annual)
Free plan	No free plan (14-day trial available)	Free plan (3 proposals, contracts, invoices per month, 10GB storage)	No free plan (trial available)	No free plan (7-day trial)	No free plan (7-day trial)	No free plan (14-day trial)	No free plan (14-day trial available)
Trial period	14-day free trial	7-day free trial of Pro plan	7-day free trial	7-day trial + 60-day money-back guarantee	7-day free trial	14-day free trial	14-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Basic task management with to-do lists and Kanban boards	Basic project and task management	Projects with task lists and pipeline	Project tracker (focus on booking, limited task management)	Projects with Table, Kanban, and Timeline views	Basic task tracking only (no Gantt, no Kanban boards, no dependencies)
Project roles and permissions	Control exactly who can view or edit each part of a project	No project roles or permissions (solo freelancer tool)	4 fixed roles (PMs cannot view financials)	5 team roles with project access control	Team collaboration on Plus plan only	4 project access levels (full, read-only, overview, hidden)	Client portal access controls (no granular project roles)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Single task board per project	Strictly restricted to 1 board per project	You cannot use task boards	Single board view per project; focus on simple lists	Single board per project	Single task board with filtered views (My tasks, Team tasks, Client tasks)
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project boards	Embedding live project boards is not supported	You cannot embed project views	No embeddable project boards	No embeddable project boards	No embeddable project boards
Sharable project boards	Read-only public links for sharing progress without risk	No shareable project boards	Portal access only (no public read-only links)	You can share projects via the client portal only	Project access via client portal only	Client portal access only (no public links)	No shareable project boards
Project stages and milestones	Define custom project lifecycles for different types of work	No project stages or milestones	Milestones with Gantt chart visualization	You can use pipeline stages, but they are predefined	No milestones supported (simple workflow steps only)	Custom task statuses (no formal milestones)	No project stages or milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals, contracts, and invoices linked with automation triggers	Manual linking (no automatic project integration)	Integrated via Smart Files	Connected lifecycle (contracts and invoices inside projects)	Proposals auto-convert to contracts and projects	Contracts and invoices are separate modules (no auto-linked lifecycle)
Custom project data fields	Track, sort, filter, and report on custom project data	No custom project data fields	Text, number, date, URL (no filtering)	Basic custom fields	No custom project fields	Custom fields on CRM objects (limited on tasks)	No custom project data fields
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban board view for tasks	Kanban view (limited customization)	You cannot view tasks in a kanban board	Drag-and-drop workflows act as Kanban boards	Kanban board view included	Basic task board (no full Kanban columns or drag-and-drop)
Table view	Bulk-edit tasks like a spreadsheet	No table view	Basic table view (no bulk editing)	You cannot view tasks in a table	No task table view	Table view included	No table view for tasks
List view	Clean task lists with clear hierarchy	To-do list view	Simple list view with basic sorting	You can view projects in a list	Included	No dedicated list view (table view used instead)	Basic task list within projects
Calendar view	See tasks and deadlines on a calendar	Calendar view with task and event integration	Calendar view for tasks and deadlines	You can see bookings on a calendar	Included	Homebase calendar with task dates	No calendar view for tasks
Gantt view	Plan work visually with task order and dependencies	No Gantt view	Gantt chart with drag-and-drop	You cannot view work on a gantt chart	No native Gantt view	Timeline view functions as Gantt chart	No Gantt chart view
Subtasks	Break work down into multiple nested levels	No subtasks	Nested subtasks supported	You cannot split tasks into subtasks	No nested subtasks	Subtasks as checkboxes (single level, not nested)	No subtasks supported
Email to task	Turn emails into tasks without manual copying	No email to task	No email-to-task conversion	Not supported (email sync only)	No email-to-task	No email-to-task conversion	No email-to-task conversion
Task comments	Keep discussions tied directly to each task	Basic task notes	Comments stay attached to tasks only	You cannot comment on tasks	Built-in chat widget for client communication	Comments and @mentions on tasks	Task-level comments with activity feed
Task attachments	Store files directly on the task they belong to	File attachments on tasks	File attachments (no file manager)	You can share files, but not attach them to tasks	Asset delivery via online galleries and project file sharing	File attachments (50 MB limit per file)	Task-level attachments (upload, drag-and-drop, paper clip)
Task priorities	Define priority levels that fit your workflow	Basic priority levels	No priority levels	You cannot set task priorities	No task priorities	No native priority levels	No task priority levels
Task labels & color coding	Use unlimited labels to visually organize tasks	Basic labels	No color coding (labels only)	You cannot label or color-code tasks	Custom lead statuses and workflow stages	No native labels or color coding	No task labels or color coding
Multiple task assignees	Assign tasks to one or multiple teammates	Single user only (freelancer tool)	One assignee per task (no multi-assign)	You cannot assign tasks to multiple people	Single assignee (focus on solo creative)	Single assignee per task only	No multiple task assignees
Task templates	Reuse task-level structures across projects	No task templates	Task templates with dependencies	You cannot reuse task templates	Full project workflows can be templated and reused	Project templates with tasks included	No task templates
Task permissions	Control access at the individual task level	No task permissions (solo tool)	Project-level only (no task-level)	You cannot set permissions per task	No task-level permissions	4 access levels per project (not per task)	No task-level permissions
Task dependencies	Prevent work from starting out of order	No task dependencies	Waiting on, Blocking, Related to	You cannot link tasks together	No task dependencies	Basic task dependencies (limited configuration options)	No task dependencies
Recurring tasks	Automate repeating work with flexible schedules	No recurring tasks	Daily, weekly, monthly, milestones	You cannot create recurring tasks	No recurring tasks	Daily, weekly, monthly, yearly recurring tasks	No recurring tasks
Custom task data fields	Add task-level fields for tracking custom details	No custom task data fields	Custom fields (text and number only)	Basic custom fields	No custom task fields	Custom fields on CRM objects (limited on tasks)	No custom task data fields
TIME TRACKING Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Time tracking system	Easily track time using timers or manual entries	Built-in time tracker with one-click start/stop	Timer and manual time entry	Basic time tracking (manual entry on desktop, stopwatch on mobile)	Time tracking is currently in development (Roadmap)	Start/stop timer and manual entry	No time tracking feature
Task-level tracking	Log time directly against tasks and subtasks	Track time per task	Limited to task-level only (no subtask tracking)	Project-level only, no task-level tracking	Time tracking not yet available	Track time by client, project, and task	No task-level time tracking
Project-level tracking	See time spent per project and per client	Track time per project	Time tracked per project	Time tracked at project level	Time tracking not yet available	Track time at project level	No project-level time tracking
Billable time tracking	Clearly separate billable and non-billable time	Billable and non-billable time tracking	Billable and non-billable categorization	Billable time tracking available	Time tracking not yet available	Billable and non-billable toggle on time entries	No billable time tracking
Billable time invoicing	Turn tracked time into invoices without extra steps	Convert tracked time to invoice line items	One-click invoice from time entries	Invoice from time logs (desktop only)	Time tracking not yet available	Auto-populate invoices from tracked hours	No billable time invoicing
Timesheet reports	View detailed time reports by task, project, or client	Basic time reports	Detailed timesheet reports	Basic time logs per project	Time tracking not yet available	Time views by project, client, and month (no exportable reports or filters)	No timesheet reports
Team timesheets	See how each team member tracks their time	No team features (solo freelancer tool)	Per-member timesheets with locking	Team members can log time on shared projects	Time tracking not yet available	Team time logging (no approval workflow)	No team timesheets
PROPOSALS Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Create and send proposals with templates	Customizable proposals with e-signatures	Smart files combine proposals and contracts	Integrated proposals with automatic contract linking	Drag-and-drop proposal builder	No proposal feature
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Template-based proposal builder (not drag-and-drop)	Visual editor (no true drag-and-drop)	You can edit sections, not free drag-and-drop)	Professional, customizable proposal templates with branding	Drag-and-drop with templates	No proposal feature
Reusable proposal templates	Reuse proven proposal layouts across clients	Reusable proposal templates	Industry templates plus custom templates	You can use proposal templates	Reusable templates for different service types	Pre-built professional templates	No proposal feature
Real-time proposal analytics	See exactly when proposals are opened and reviewed	View notifications when proposals are opened	Real-time view tracking	You can see when a proposal is viewed	Basic status tracking (sent, viewed, accepted)	No view tracking or engagement analytics	No proposal feature
Live messenger on proposals	Answer questions directly while clients review proposals	No live messenger on proposals	No live chat in proposals	You cannot chat inside proposals	Built-in chat widget for client questions	Client comments directly on proposals	No proposal feature
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Auto-send contract after proposal approval (Pro plan)	Proposal-contract link only (no scheduler)	Complete Smart Files flow	Smooth flow from lead capture to booking and contract	Auto-convert to contract and project on approval	No proposal feature
Convert proposal to invoice	Create invoices directly from approved proposals	Convert proposal to invoice	Auto-generate invoice from accepted proposal	Accepted proposals create invoices	Auto-generate invoices once a booking is confirmed	Auto-create invoice when agreement is signed	No proposal feature
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No packages or add-ons	Packages with single, multi-select options	You can offer packages and add-ons	Define service packages and offer optional add-ons	No interactive pricing tables or package selection	No proposal feature
Interactive pricing tables	Let clients choose options before approving	No interactive pricing tables	Static pricing only (no client selection)	Pricing updates dynamically	Static pricing with optional selections	No interactive pricing tables	No proposal feature
Dynamic data and variables	Auto-fill proposal content with client and project data	No dynamic data/variables	Basic smart fields (limited variables)	You can use smart fields	Automatic data merging for client and booking details	Basic merge fields (no dynamic data blocks)	No proposal feature
Expiration dates	Automatically expire proposals after a set date	Proposal expiration dates	Manual expiry dates (no automation)	You can set proposal expiry	No automated proposal expiration	Expiration dates not confirmed in documentation	No proposal feature
PDF Export	Download as branded PDFs	PDF export for proposals	Basic PDF export (limited branding)	You can download proposal PDFs	Downloadable PDF versions for all documents	Contracts stored in client profile (no standalone PDF export documented)	Export documents from the portal (not proposal-specific)
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No reusable content blocks	Reusable blocks not supported (templates only)	You can reuse proposal sections	No reusable content blocks	No reusable content blocks	No proposal feature
Legally binding e-signatures	Collect secure electronic signatures on proposals	E-signatures on proposals (limited)	Basic e-signatures (limited audit trail)	Clients can sign online	Integrated e-signatures for proposals and contracts	E-signatures on proposals	E-signatures on contracts
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	No custom proposal data fields	Text and date custom fields only	Basic custom fields	No custom proposal fields	Merge fields for client and project info (no sortable custom data)	No proposal feature
CONTRACTS Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Create and send contracts with legally binding e-signatures	Legally vetted templates with e-signatures	Smart files combine contracts and invoices	Legally binding contracts built into the booking flow	Legally vetted contract templates	Contracts with e-signatures included
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Template-based contract builder (not drag-and-drop)	Visual editor (no full drag-and-drop)	You cannot visually build contracts	Template-based contract builder with visual editor	Pre-built legal templates	Template-based contract editor (no drag-and-drop)
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	Legally binding e-signatures on contracts	Legally binding e-signatures	Contracts support legal e-signatures	Full e-signature support with audit trails	E-signatures on contracts with audit trail	E-signatures with legal validity on contracts
Multi-signature / signees	Collect signatures from multiple people on the same contract	Single signer only	Multiple signers and recipients	You can collect multiple signatures, with fixed roles	Support for multiple signers per document	Single signer per contract (no multi-party signing)	Multi-party signing with completion notifications
Reusable contract templates	Reuse contract structures to create new agreements faster	Reusable contract templates (lawyer-vetted)	Industry-specific and custom templates	You can use contract templates	Reusable contract templates included	Pre-built legal templates	Reusable contract templates available
Auto-reminders automation	Automatically follow up until contracts are signed	Manual follow-up reminders (Pro plan)	Auto-reminders (stop after 16 days overdue)	You can send automatic reminders	Automated follow-ups for unsigned contracts	Automatic follow-up reminders	Basic reminders for pending actions
Dynamic data/variables	Auto-fill contract content with client and project data	No dynamic data/variables in contracts	Basic smart fields (limited variables)	You can use smart fields in contracts	Auto-fill contract data with booking information	Merge fields for client data (no dynamic data blocks)	Basic merge fields for client data
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Auto-create invoice when contract is signed (Pro plan)	Contract & proposal triggers only	Contracts can trigger workflows	Automated invoice generation upon contract signature	Signed contracts trigger project creation and invoice generation	Basic workflow triggers on contract events
View notifications	See when contracts are opened and reviewed	Basic view notifications	Basic email notifications (no detailed tracking)	You receive contract notifications	Real-time notifications for contract activity	Real-time tracking (sent, viewed, paid, overdue)	Notifications when contracts are viewed or signed
PDF download with signature certificate	Download signed contracts with official proof of signature	PDF download of signed contracts	Basic PDF download (limited certificate)	You can download signed PDFs	Download signed contracts in PDF format	Signed contracts stored in client profile (no signature certificate)	Download signed contracts (no signature certificate documented)
Custom signer data fields	Collect structured signer information during signing	No custom signer data fields	Standard fields only (name & email)	You cannot customize signer fields	Standard signer fields (name and email)	Standard signer fields (name and email only)	Standard signer fields (name and email)
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)	Basic custom fields	Basic custom fields for contact information	Merge fields only (no sortable or filterable custom data)	Variable input fields in contracts
INVOICES & PAYMENTS Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Create and send invoices with online payments via Stripe and PayPal	Invoicing with multiple payment options	Invoices with instant online payments	Professional invoices with integrated payments	Customizable invoice templates with online payments	Invoicing with Stripe integration (one-time and recurring)
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Branded invoices with logo (Pro plan removes Indy branding)	Limited branding (logo and colors only)	You can brand invoices	Customizable logos and brand colors on all invoices	Customizable templates	White-label branded invoices on higher plans
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Template-based invoice creation (no drag-and-drop)	Pre-built templates (no drag-drop)	Fixed themes (non-customizable layouts)	Visual editor based on fixed templates	Template-based editor (not drag-and-drop)	Template-based invoice editor (not drag-and-drop)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Customizable line items	Line items (no advanced customization)	You can edit line items	Flexible line item management	Custom descriptions, quantities, and pricing per line	Customizable line items on invoices
Item or invoice discounts	Apply discounts at the item or full invoice level	Basic discount support	Discounts (percentage or fixed, no tiered)	You can apply discounts	Automated and manual discount calculations	Basic discount support	Basic discount support
Customizable taxes	Create tax rules that match your location and use case	Tax rates on invoices	Basic tax configuration (no automation)	You can set tax rates	Custom tax group assignments	Basic tax calculations (not full tax automation)	Basic tax configuration
ACH payments	Accept bank transfers for lower-fee payments	No ACH payments (Stripe and PayPal only)	ACH via Bonsai Payments (US, UK, CA, AU only)	You can accept bank transfers	Supported via Stripe and Bloom Payments	Stripe, PayPal, and ACH	ACH payments supported (including instant ACH via Plaid)
Stripe integration	Accept credit and debit cards instantly	Stripe integration for payments	Stripe payments supported	You can accept payments via Stripe	Full Stripe integration with automated tracking	Stripe integration included	Full Stripe integration for payment processing
Square integration	Collect in-person payments when needed	No Square integration	Not supported	You cannot accept payments via Square	Integrated Square payment processing	No Square integration	No Square integration
PayPal integration	Let clients pay using PayPal	PayPal integration for payments	PayPal payments supported	You cannot accept payments via PayPal	Standard PayPal integration included	PayPal integration included	No PayPal integration (Stripe only)
Flexible partial payments	Collect deposits and split payments across milestones	Basic partial payment support	Partial payments (manual milestone setup)	You can accept partial payments	Retainers and split payment schedules	Deposit requests (limited installment options)	Deposit requests available
Payment plans	Break invoices into scheduled installments	No payment plans	Payment plans (limited automation)	You can split invoices into payments	Automated payment schedules and installments	Recurring invoices (no milestone-based installment schedules)	Recurring invoicing supported
Automated recurring invoices	Automatically send invoices on a recurring schedule	Recurring invoices (Pro plan)	Weekly, biweekly, monthly, yearly recurrence	You can schedule payments, not subscriptions	Automated recurring billing for retainers	Recurring invoices with custom frequency	Recurring invoices with Stripe subscriptions
Subscription management	Manage ongoing client subscriptions and billing	No subscription management	Recurring invoices (no subscription portal)	You cannot manage subscriptions	Subscription and retainer management tools	Recurring invoices only (no subscription portal or client self-service)	Subscription billing via Stripe
Automated payment reminders	Follow up automatically until invoices are paid	Automated payment reminders (Pro plan)	Automated reminders (stop after 16 days)	Payment reminders send automatically	Automated follow-ups for overdue invoices	Automatic follow-up reminders with late fees	Automated payment reminders included
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Reusable invoice templates and line item templates (Pro plan)	Templates available (limited customization)	You can reuse invoice templates	Save and reuse invoice structures	Customizable templates	Basic invoice templates
Multiple currency support	Bill clients globally in their local currency	Multiple currency support	Multi-currency (manual exchange rates)	You can use one account currency only	Manual currency selection per project	81+ currencies supported	Currency support via Stripe (limited to Stripe-supported currencies)
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Auto-create invoice from signed contract (Pro plan)	Payment & form triggers only	Contracts can trigger workflows	Basic payment triggers in workflow automations	Pipeline stage triggers only (Pro plan)	Basic automation triggers on invoice events
View notifications	See when invoices are opened and paid	Notifications when invoices are viewed	Email notifications (no real-time tracking)	You receive contract notifications	Email and in-app notifications for invoice activity	Real-time tracking (sent, viewed, paid, overdue)	Notifications when invoices are viewed or paid
Built-in expense tracking	Track project-related costs alongside invoices	No expense tracking	Expense tracking (auto-categorization via bank sync)	You cannot track expenses	No native expense tracking features	Expense tracking with receipt attachment and Plaid bank sync	No expense tracking
Invoice deposits	Collect upfront payments before work starts	No invoice deposits	Deposits supported (manual collection)	You can request deposits	Flexible deposit and retainer requests	Deposit requests available	Deposit requests available
Auto-invoice billable time	Turn tracked time into invoices automatically	Convert tracked billable time to invoices	Time-to-invoice (manual confirmation required)	There is no time to convert	Not available (Time tracking is on roadmap)	Auto-populate invoices from tracked hours	No time tracking to invoice
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	Standard custom field support on invoices	Basic custom fields on invoices	No custom invoice data fields
INBOX Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	No unified inbox	A unified client inbox is not supported	Messages and emails live in one inbox	Project-based messenger (no global unified inbox)	Communicator with email, SMS, and phone in one view (Pro plan)	Client messaging within the portal (not a unified inbox)
Full email integration	Connect and manage all your email accounts in one place	No email integration	Send-only (no inbox sync)	You can sync your email	Gmail and Outlook sync for project threads	Two-way email sync via Communicator (Pro plan)	Reply via email to portal messages (no full email sync)
Embeddable live chat	Add real-time chat to your website and client portals	No live chat	Not supported	You cannot add live chat to your site	No native website live chat	No embeddable live chat	No embeddable live chat
Instant direct messages	Message teammates privately without leaving your workspace	No direct messaging	Direct messaging is not supported	You cannot DM teammates	Built-in messenger for clients and leads	Direct messages via Communicator	No team direct messaging (client messaging only)
Contextual project conversations	Keep conversations tied directly to the project they belong to	No project conversations	No in-app project messaging	Messages are tied to projects	All messages tied directly to projects and leads	Full conversation history in Communicator	Client messages tied to the portal context
Team channels	Create shared spaces for team-wide discussions	No team channels (solo tool)	Team chat is not supported	You cannot create team channels	No internal team communication channels	No team channel system	No team channels
Customized channels	Organize channels by team, topic, or workflow	No channels	Not supported	Channels are not supported	No channel system	No channel system	No channel system
@mentions	Notify teammates instantly inside conversations	No @mentions	Not supported	You cannot mention teammates	No @mentions in client messenger	@mentions supported in task comments	No @mentions
Message read receipts	See when messages are read	No messaging	Read receipts are not supported	You can see when clients read messages	See when client views messages and documents	Conversation history tracked (no read receipts)	No read receipts
File sharing in chat	Share files directly inside conversations	No chat	Share files and links in portal messages	You can share files in messages	Direct asset sharing within the messenger	50 MB attachments or external links (no native file storage)	File sharing within the client portal
Shared email inbox	Collaborate on incoming emails as a team	No shared email inbox	Not supported	Team email is not shared	No shared team email inbox	No shared team email inbox	No shared email inbox
Inbox mobile app	Access and respond to messages on mobile	No inbox feature	Not supported	Mobile inbox available	Mobile messenger app available	iOS and Android apps	Mobile-responsive portal (no native mobile app)
Email reply to inbox	Reply from your email client and keep conversations synced	No inbox feature	Not supported	Email replies sync to conversations	Email replies sync back to the project messenger	Email replies sync to Communicator threads	Reply via email to messaging notifications
FILES Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Store and manage files	Keep all client and project files in one organized place	File storage with client sharing and approval workflow	Project document storage with client access	Files exist per project only	Centralized project asset and document management	File attachments on tasks (50 MB limit, no file manager)	File sharing and storage within the client portal
Advanced folder organization	Organize files by project, client, or structure you choose	Basic folder structure	Project-level only (no granular)	Fixed themes (non-customizable layouts)	Project-level organization (no complex hierarchy)	Project-level organization (no complex hierarchy)	Basic file organization within the portal
Folder permissions	Control who can view or edit folders	No folder permissions (solo tool)	Project-level only (no granular)	Fixed themes (non-customizable layouts)	Granular control over portal asset visibility	4 project access levels apply to files	Client portal access controls for files
People folders	Group files by person when needed	No people folders	Not supported	Fixed themes (non-customizable layouts)	No person-based file organization	No person-based file organization	No person-based file organization
Project folders	Keep files scoped to each project	Files organized by project	Project-based file sections in portal	Fixed themes (non-customizable layouts)	Automatic file grouping by project and lead	Files organized within projects	Files organized within client portal sections
In-app previews	Preview files instantly without downloading	In-app file previews	Not supported	Fixed themes (non-customizable layouts)	Native image and document previews	Basic file previews within tasks	Basic file previews in the portal
Custom file data fields	Capture file metadata you can sort and filter	No custom file data fields	Contact info only (no CRM fields)	You can add custom fields	No custom file fields	No custom file metadata fields	No custom file metadata fields
Built-in documents	Create and edit documents directly inside Plutio	No built-in document editor	No built-in document editor	Fixed themes (non-customizable layouts)	No built-in document editor	Proposal and contract documents only	No built-in document editor
Comments on files and docs	Leave comments directly on files and documents	Comments on files with revision tracking	No file commenting system	Fixed themes (non-customizable layouts)	No file comments	Comments and @mentions on tasks	No file commenting system
Bulk file actions	Move, tag, or manage many files at once	No bulk file actions	Not supported	Fixed themes (non-customizable layouts)	No bulk file actions	No bulk file operations	No bulk file operations
Files search & filter	Find files quickly using search and filters	Basic file search	Not supported	Fixed themes (non-customizable layouts)	Basic search within projects	Search within project context	Basic file search within the portal
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive integration via Zapier	Not supported	Fixed themes (non-customizable layouts)	No external cloud sync	No native cloud storage sync	No native cloud storage sync
Secure sharing controls	Restrict access with permissions or passwords	Client-based file sharing	Not supported	Fixed themes (non-customizable layouts)	Client portal access controls	4 project access levels control file visibility	Portal-based access controls for file sharing
File sharing links	Share files externally with controlled access	Share files via client portal	Portal sharing only (no direct file links)	Fixed themes (non-customizable layouts)	Gallery delivery links for client review	Share via task attachments or external links only	Files shared via client portal access
SCHEDULING Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Built-in calendar with scheduling	Booking pages with calendar sync	Scheduler with intake forms	Integrated scheduler with lead capture forms	Embeddable booking page with calendar sync	Limited scheduling via Calendly embed (not native)
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	No public booking page	Custom branding on booking pages	Branding options are limited	Customizable booking pages with brand colors	Customizable booking page with branding	No native booking page (relies on Calendly embed)
Advanced availability management	Define flexible availability rules applied automatically to bookings	No availability management	Event types with availability windows	You can control availability	Flexible scheduling windows and availability rules	Custom availability windows with calendar blocking	No native availability management
Automatic buffer times	Add buffer time automatically between meetings	No buffer times	Buffer times (no daily limits)	You can add buffer times	Automatic padding between booked sessions	Configurable buffer between meetings	No native buffer times (relies on Calendly)
Multiple meeting types	Create unlimited booking types with different rules and setups	No meeting type configuration	Custom event types with different durations	You can offer multiple session types	Unlimited meeting types with custom rules	Multiple meeting types with unique settings	No native meeting types (relies on Calendly)
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google Calendar sync	Calendar sync (Google and Outlook only)	Fixed themes (non-customizable layouts)	Automatic two-way sync with major calendars	Google, Outlook, iCloud, CalDAV	No native calendar sync (relies on Calendly embed)
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	No booking confirmations	Email customization (limited template control)	Confirmation customization is limited	Customizable confirmation emails and pages	Automated confirmations and reminders	No native booking confirmations
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	No booking page	Redirect supported (basic URL redirect)	You cannot redirect after booking	Redirect users to any URL after successful booking	Customizable confirmation pages	No native booking redirects
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	No booking automation	Booking triggers (limited action types)	Contracts can trigger workflows	Trigger automated workflows upon booking confirmation	Automated reminders and confirmations	Basic workflow triggers available
Smart meeting reminders	Send automatic reminders without manual follow-ups	Calendar reminders for events	Auto-reminders (email only, no SMS)	Meeting reminders send automatically	Automated email and SMS appointment reminders	Automated meeting reminders	No native meeting reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	No timezone detection for bookings	Timezone detection (basic support)	Timezones adjust automatically	Automatic timezone detection on booking pages	Calendar sync handles timezones (no explicit detection documented)	Portal handles timezones (no booking-specific detection)
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	No paid appointments	Require payment to book via Bonsai Payments or Stripe	Fixed themes (non-customizable layouts)	Collect payments at booking (Stripe, Square)	Require payment before meeting is booked	No paid appointment scheduling
Custom booking forms	Build booking forms with full control over questions and layout	No booking forms	Custom intake questions and forms on booking events	Booking forms are fixed	Customizable intake questionnaires on booking	Custom intake forms on meeting types	No native booking forms
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	No booking limits	Notice periods (no per-event daily limits)	You can set booking limits	Set custom lead times and daily meeting caps	Booking limits not confirmed in documentation	No native booking limits
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	No rescheduling controls	Clients can reschedule or cancel from confirmation email	Clients can reschedule or cancel	Self-service rescheduling and cancellation options	Clients can reschedule or cancel bookings	No native scheduling controls
AUTOMATION Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Cross-tool automation between proposals, contracts, and invoices (Pro plan)	Contract, proposal, invoice, form triggers	AI-powered workflow builder with branching	Sequence-based workflows (no visual branching builder)	Visual workflow builder (Pro plan only)	Basic workflow automations (triggers and actions)
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Trigger-based automation for proposals, contracts, invoices (Pro plan)	Contract signed, proposal accepted, form filled	You can automate actions with workflows	Triggers for leads, bookings, projects, and payments	Pipeline, form submission, and invoice triggers (Pro plan only)	Basic event triggers for automations
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	No schedule-based workflows	Not supported	Workflows cannot repeat on a schedule	Automated follow-up sequences on custom schedules	No independent time-based triggers	No schedule-based workflows
Multi-step workflows	Chain multiple actions into one continuous automation	Proposal to contract to invoice chain (Pro plan)	Not supported	Workflows can include multiple steps	Chain multiple automated actions in a sequence	Multi-step sequences with branching	Basic multi-step automations
True/False branching	Create conditional paths instead of one-size-fits-all flows	No branching logic	Not supported	Branching exists, but options are limited	Linear sequences only (no conditional branching)	Decision widget with AND/OR logic	No conditional branching
Delay-based actions	Add precise timing between steps, down to minutes or days	No delay-based actions	Not supported	You can delay workflow steps	Add delays between sequence steps	Wait For conditions only (no timed delays)	No delay-based automation actions
Create & update records	Create, update, or move records automatically across the system	Auto-create invoices from contracts (Pro plan)	Auto-create (projects and clients only)	Creation actions are limited	Limited to lead and project status updates	Create projects, send invoices, send agreements	Basic record creation via automations
Move & duplicate records	Reorganize work automatically without manual cleanup	No automated move/duplicate	Not supported	Items cannot be duplicated automatically	Automated status transitions move leads through pipeline	Change pipeline stage only (no move/duplicate/archive)	No auto-move or duplicate rules
Delete & archive records	Automatically archive or remove records based on rules	No automated delete/archive	Not supported	Items cannot be deleted via automation	Manual archiving preferred for project security	No auto-delete or archive rules	No auto-delete or archive rules
API calls (webhooks)	Trigger or receive real-time events from external systems	No API or webhooks	Webhooks (outgoing only, no incoming)	You cannot use APIs or webhooks	Zapier integration and outgoing webhooks supported	Webhook events (Pro plan only)	API access and Zapier integration available
Send emails	Send automated emails tied to real workflow events	Automated email follow-ups for invoices (Pro plan)	Logo & colors (no custom domain)	Workflows can send emails	Automated email sequences with smart fields	Send email from templates with tokens	Basic email notifications from automations
Post comments	Add notes or comments automatically where work happens	No automated comment posting	Not supported	You cannot post comments via automation	No automated comment posting	No auto-comment action	No automated comment posting
Complete automation logs	See exactly what ran, when, and why	No automation logs	Not supported	You cannot view automation logs	Basic sequence history and activity log	No automation activity logs	No automation activity logs
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	No auto-fill variables	Not supported	You can use smart fields	Smart fields and tokens for dynamic data injection	Basic token replacement in emails and agreements	Basic merge fields for client data
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Proposals, contracts, and invoices linked (Pro plan)	Not supported	Forms, bookings, and payments trigger workflows	Workflow triggers span leads, booking, and projects	Pipeline-triggered only (limited cross-entity scope)	Limited cross-entity automation scope
FORMS Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Create web forms for lead capture and project info	Branded intake and questionnaire forms	Questionnaires with limited styling	Professional, branded lead capture and intake forms	Unlimited form creation with templates	Forms and intake (no native conditional logic)
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Basic form builder (not full drag-and-drop)	Form editor (no true drag-and-drop)	You cannot visually build contracts	Visual form builder with custom field support	Form builder with reusable templates	Form builder with field configuration (not full drag-and-drop)
Reusable form templates	Reuse form structures without rebuilding from scratch	Reusable form templates	Form templates with auto-CRM sync	You cannot reuse form templates	Save and reuse common form structures	Reusable form templates	Basic form templates available
Custom form data fields	Collect structured data you can sort, filter, and report on	Basic form fields	Custom fields (limited field types)	You can add custom fields	Capture custom project and client data via forms	Custom fields (text, select, radio, checkbox)	Custom fields on forms with multiple field types
Smart conditional logic	Show or hide fields based on responses, not static forms	No conditional logic on forms	Conditional logic (limited complexity)	Fields cannot change based on answers	Static forms (no native conditional branching logic)	Conditional show/hide fields with AND/OR logic	No native conditional logic (available via Typeform/Jotform embeds)
Instant email notifications	Get notified immediately when forms are submitted	Email notifications on form submissions	Email notifications (no customization)	You can email on submission	Immediate email alerts for all form submissions	Auto-responses on submission	Email notifications on form submission
Form automation triggers	Trigger automated workflows when a form is submitted	Add form respondents as contacts	Basic automation triggers (limited actions)	Contracts can trigger workflows	Submit forms to trigger project creation and sequences	Form submissions can feed into automations (Pro plan)	Form submissions can trigger basic automations
Embed forms	Embed forms anywhere without layout restrictions	Embed forms on websites	Embed via iframe (limited styling control)	You can embed forms	Easy embedding on any website or landing page	Embeddable on websites	Embeddable forms on websites
Advanced field preferences	Control required, hidden, and default field behavior	Basic field options	Not supported	Field behavior is fixed	Standard required/optional field settings	Basic field types only	Basic field settings (required/optional)
Comprehensive field types	Collect text, files, dates, selections, and more	Basic field types (text, email, dropdown, etc.)	Not supported	Field types are limited	Support for text, choice, date, and file types	Text, select, radio, checkbox (no regex or conditional validation)	5 question types: short text, long text, single select, multi select, file upload
Form signature field	Collect legally binding signatures directly inside forms	No signature field on forms	E-signature field (basic, no advanced options)	Forms can include signatures	Basic e-signatures (primarily via contract documents)	E-signatures via contract documents	E-signatures via contract documents (not form fields)
File upload fields	Accept file uploads as part of form submissions	File upload fields on forms	Clients can upload files to projects	File uploads are limited	Allow clients to upload assets directly via forms	File attachments (50 MB limit)	File upload fields on forms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Thank you message (no custom redirect)	Not supported	You cannot redirect after submit	Redirect to custom URL or thank-you page	Custom redirect after form submission	Basic confirmation page (limited redirect options)
CRM Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Manage clients and leads	Manage contacts and companies in one connected system	Basic contact management for clients	CRM with Deals pipeline for leads	Pipeline with AI lead prioritization	Integrated CRM for tracking leads and active projects	Client profiles with lifetime earnings and sales pipeline	Basic client management within the portal (no pipeline or deals)
Full company management	Track organizations, not just individual contacts	No company management (individual contacts only)	Companies (basic info only, no hierarchy)	Companies exist, but contacts come first	Contact-first organization (basic company grouping)	Client records (no separate company entities)	Client and company management with company-level channels
Custom contact data fields	Collect and manage structured contact data you define	No custom contact fields	Custom fields (text and select only)	You can add CRM fields	Add custom CRM fields for contacts and leads	Custom fields on CRM objects	Custom fields with visibility rules and client-editable options
Complete activity timeline	See every interaction with a client in one place	Basic client activity (invoices, contracts, proposals)	Activity log (projects and invoices only)	You can see full activity history	Activity feed with project and message history	Historical data per client (not a formal timeline)	Basic client interaction history
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Basic contact organization	Tags (no advanced segmentation)	You can tag and segment contacts	Segment contacts by project type and lead status	Prospect vs Client record types (no tags)	Tag-based custom fields for client segmentation
WIKI Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No knowledge base or wiki	Not supported	You cannot create an internal wiki	No native internal wiki or document builder	No wiki or knowledge base	Client-facing helpdesk and knowledge base
Beautiful rich text pages	Write structured, formatted content without complexity	No wiki pages	Not supported	Not supported (requires integration)	No native rich-text page builder	No rich text wiki pages	Rich text articles with images and embeds
Unlimited nested pages	Build deep knowledge hierarchies without limits	No wiki pages	Not supported	Not supported (requires integration)	No native nested page support	No nested documentation	No nested page structure
Granular page permissions	Control exactly who can view or edit each page	No wiki pages	Not supported	Not supported (requires integration)	No native knowledge base permissions	No wiki permissions	Tag-based article visibility rules
DASHBOARDS Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	No custom dashboards	Dashboard (fixed layout, no customization)	HoneyBook does not have custom dashboards	Fixed overview dashboard (not customizable)	Homebase dashboard (not fully customizable)	Fixed dashboard overview (not customizable)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	No dashboard builder	Pre-configured widgets only	Limited dashboard widgets	Fixed dashboard layout with preset widgets	No drag-and-drop dashboard builder	No drag-and-drop dashboard builder
Charts widget	Visualize data with customizable charts	No charts	Charts (revenue and time only)	Basic charts only	Basic financial and lead conversion charts	Basic pipeline and revenue charts	Basic analytics overview
Metrics widget	Track key numbers without manual reporting	No metrics widgets	Metrics (revenue and project totals only)	Basic metrics only	Track key revenue and booking metrics	Revenue and time metrics (no custom KPIs)	Basic business metrics displayed
Goals widget	Monitor progress toward defined goals	No goals widget	Not supported	Not supported (requires integration)	No native goal tracking widget	No goal tracking	No goals widget
Notes widget	Add contextual notes directly to dashboards	No dashboard widgets	No notes widget	Not supported (requires integration)	No native dashboard notes widget	No notes widget on dashboard	No notes widget on dashboard
Calendar widget	View upcoming events alongside work and metrics	No dashboard widgets	Calendar widget (upcoming tasks only)	Calendar on dashboard	Integrated calendar with project and booking events	Calendar widget on homebase	Basic calendar overview
Financial widgets	Track revenue and expenses in the same view	No financial widgets	Revenue tracking (invoices only, no expenses)	Revenue & invoice tracking	High-level revenue and invoice tracking	Basic financial overview	Basic revenue and invoice tracking
BRANDING Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
White-label and branding	Run the entire platform under your brand	White labeling to remove Indy branding (Pro plan)	Documents and portal only (no admin theming)	HoneyBook branding, not white-label	Remove Bloom branding on the Premium plan	White-label on Pro plan ($25/month) only	Full white-label with custom domain on higher plans
Custom interface theme	Apply your brand colors across the system	No custom interface theme	No admin interface theming	Color themes on Deliver+ (no Free plan theme customization)	Fixed interface colors (no admin theming)	Logo, colors, fonts on client portal (Pro plan)	Brand colors on client portal (higher plans)
Stylesheet customization	Fine-tune styling beyond basic theming	No stylesheet customization	No CSS customization	You cannot apply custom CSS	No custom CSS access for the interface	No custom CSS	No custom CSS
Custom login/signup pages	Use branded authentication pages instead of generic screens	No custom login pages	Branded login (fixed layout)	Login pages cannot be customized	Logo branding on fixed login structures	Branded portal welcome page (Pro plan)	Branded portal login page
Email branding	Send all system emails with your branding	Remove Indy branding from emails (Pro plan)	Logo in emails (no custom templates)	You can brand outgoing emails	Logo inclusion (no complex template customization)	No custom SMTP	Basic email branding
Custom brand fonts	Use your own fonts throughout the platform	Custom fonts on proposals and contracts (Pro plan)	No custom fonts	You cannot use custom fonts	No custom font upload support	Custom fonts and logo on portal (Pro plan)	Font picker with dozens of preset fonts (not custom uploads)
Custom brand logos	Replace all platform logos with your own	Custom logo on documents	Logo (documents and portal only)	You can add your logo	Add your logo to portal, documents, and emails	Custom fonts and logo on portal (Pro plan)	Custom logos on portal and documents
Custom domain name	Run everything on your own domain	No custom domain	No custom domain	Not supported (requires integration)	Connect a custom domain on the Premium plan	Custom domain via CNAME (Pro plan only)	Custom domain supported on higher plans
Custom email SMTP	Send emails from your own email infrastructure	No custom SMTP	No custom SMTP	Not supported (requires integration)	Standard integrated email delivery (no custom SMTP)	SMTP configuration for sending from your own email address	Custom email domain (noreply@yourdomain.com) on Professional+ (not full SMTP)
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding	No workspace embedding	Not supported (requires integration)	No native option to embed the full workspace	No workspace embedding	Embeddable client portal
CUSTOMIZATION Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Flexible workspace setup	Shape the platform to match how your business works	Basic workspace with tool selection	No workspace customization	HoneyBook has fixed workspace	Fixed creative-focused project hierarchy	Workspace configuration included	Configurable portal modules
Main menu editor	Add, remove, or reorder navigation items freely	No menu editor	Fixed menu (no customization)	You cannot customize navigation	Fixed navigation (cannot rearrange main menu)	Toggleable portal modules (not full menu editor)	Toggleable portal modules (not full menu editor)
User-based menus	Show different navigation for different roles	No user-based menus (solo tool)	Same menu for all users	Menus are the same for all users	Same menu structure for all user types	No user-based menu customization	App Visibility settings control which apps each client sees (Professional+)
Custom user roles	Create role types beyond preset permissions	No custom user roles (solo tool)	4 fixed roles (no custom)	You cannot define custom roles	Limited preset roles (Admin, Member, Client)	Fixed roles only (no custom role creation)	Basic client and admin roles
Advanced user permissions	Control access at a granular level	No user permissions (solo tool)	Project permissions (no granular control)	Permissions are not configurable	Project and lead visibility controls	No granular per-task permissions	Portal-level access controls
SSO / OAuth	Support enterprise-grade single sign-on	Google sign-in	Email & password login only	You cannot use SSO	No enterprise-grade SSO support	No SSO or OAuth	Google SSO for internal users and clients (all plans, not traditional SAML SSO)
INTEGRATIONS Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Connect with other tools	Integrate with external systems without lock-in	Zapier, Google Calendar, Stripe, PayPal integrations	Integrations (Zapier and Make only)	Zapier only	Zapier, Gmail, Outlook, and major payment gateways	Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid	API on all plans; Zapier/Make on Professional+ only
Zapier integration	Connect to thousands of apps without custom code	Zapier integration (5,000+ apps)	Zapier (limited triggers and actions)	You can connect HoneyBook to Zapier	Full Zapier connectivity with triggers and actions	Zapier integration (Pro plan only)	Zapier integration (Professional+ only, not on Starter)
Make.com integration	Build advanced automation scenarios visually	No Make.com integration	Make.com (limited modules)	You cannot connect via Make	Possible via Zapier (no direct Make module)	Make.com integration (Pro plan only)	Make.com integration (Professional+ only, not on Starter)
Pabbly Connect	Connect services without usage-based limits	No Pabbly Connect integration	No Pabbly integration	You cannot connect via Pabbly	No native Pabbly Connect integration	Pabbly Connect integration (Pro plan only)	Pabbly Connect integration available
Full REST API access	Build custom integrations with full system access	No public API	REST API (read-only, limited endpoints)	You cannot access an API	No public REST API available for custom dev	Public API with 29 endpoints (Pro plan only)	Public API available for custom integrations
Incoming & outgoing webhooks	Send and receive real-time events	No webhooks	Webhooks (outgoing only, limited events)	You cannot use webhooks	Outgoing webhooks available via settings	Webhook events (Pro plan only)	Outgoing webhooks available via API
PLATFORM Collapse	Plutio 198/199	Indy 47/199	Bonsai 43/199	HoneyBook 83/199	Bloom 104/199	Moxie 85/199	Copilot 39/199
Mobile apps	Access your business from native mobile apps	Mobile web app (beta, no native app)	Mobile apps (iOS and Android, limited features)	Full-featured iOS and Android apps	Native iOS and Android companion apps	iOS and Android apps	Mobile-responsive portal (no native mobile apps)
iOS app	Full-featured iPhone app	No native iOS app (mobile web only)	iOS app (basic features only)	You can use HoneyBook on iOS	Native iPhone app for on-the-go management	iOS app available	No native iOS app
Android app	Full-featured Android app	No native Android app (mobile web only)	Android app (basic features only)	You can use HoneyBook on Android	Native Android app with basic project features	Android app available	No native Android app
Mac desktop app	Native macOS app for desktop workflows	No desktop app (web-based)	Web only (no Mac app)	There is no desktop app	Web-based only (no native Mac desktop app)	No Mac desktop app	No Mac desktop app
Windows desktop app	Native Windows app for desktop workflows	No desktop app (web-based)	Web only (no Windows app)	There is no desktop app	Web-based only (no native Windows desktop app)	No Windows desktop app	No Windows desktop app

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Frequently asked questions about Indy alternatives

Can Plutio replace Indy?

Yes. Plutio handles everything Indy does (proposals, contracts, invoicing, time tracking, basic tasks) plus real project management, scheduling, team seats, a client portal at your own domain, and native automations. All in one app at $19/month.

Is Plutio cheaper than Indy?

Yes. Indy Pro is $25/month ($18.75/month billed annually). Plutio Core starts at $19/month and includes full project management, scheduling, team access, white-labeling, and a client portal at your own domain that Indy Pro doesn't offer at any price.

Can I use Plutio outside the US?

Yes. Plutio works in any country and lets you bill clients in their local currency. Indy has no noted geographic restrictions, but payment processing through Stripe and PayPal has country-level limitations depending on your location.

Does Indy have a client portal with a custom domain?

No. Indy's client portal runs on Indy's subdomain and cannot be mapped to your own domain. White labeling removes Indy's branding from documents and emails, but the portal URL still shows Indy's domain. Plutio gives every client portal a custom domain at no extra cost.

Is it hard to switch from Indy to Plutio?

Indy allows CSV export of your client list and invoice history. Most freelancers complete the data migration in under an hour, then run both tools in parallel for 2-4 weeks while active projects finish in Indy. Plutio's import tools map common fields automatically, and the support team helps with complex migrations.

Does Plutio have AI features?

Yes. Plutio's AI assistant is built into project workflows and can suggest next steps, help draft proposals and contracts, and surface information across your projects. Indy added an AI writing assistant for proposals and contracts in their Pro plan, but Plutio's AI integrates more deeply into project management and client work.

Can my team use Plutio?

Yes. Plutio supports team access and agency collaboration on all paid plans. Indy is single-user only by design, with no team seats at any price point. Adding a subcontractor or VA to Indy requires giving them your account credentials, which creates security and access control problems.

Does Indy have a scheduling tool?

No. Indy has no built-in scheduling or booking tool. Client calls need a separate app like Calendly or Acuity, which adds another $10-12/month and another URL for clients to navigate. Plutio includes native scheduling with branded booking pages, availability management, and calendar sync.

Is my data safe with Plutio?

Yes. Your data is private, encrypted, and never used to train AI models. Plutio makes data export straightforward at any time, so you are never locked in.

Does Indy have a mobile app?

No. Indy has no native iOS or Android app. The mobile experience is a responsive web view, which multiple reviewers flag as difficult to use in practice. Plutio has native iOS and Android apps that let you manage projects, track time, message clients, and send invoices from your phone.

What integrations does Plutio support?

Plutio connects to 5,000+ apps through Zapier, including Google Calendar, Stripe, PayPal, QuickBooks, and Slack. Plutio also has a REST API for custom integrations. Indy Pro supports Zapier with up to 1,000 apps, Gmail, and Google Calendar sync, but has no REST API.

Does Plutio have a mobile app?

Yes. Plutio has native iOS and Android apps that let you manage projects, communicate with clients, track time, and send invoices from your phone. The mobile apps sync in real-time with the web platform.

Does Plutio offer a free trial?

Yes. Plutio offers a 14-day free trial with full access to all features. No credit card required to start. You can explore proposals, contracts, invoicing, project management, and client portals before choosing a plan. Indy offers a free plan with 3 proposals, 3 contracts, and 3 invoices per month.

Can I white-label Plutio with my own branding?

Yes. Plutio offers complete white-labeling including custom domains, branded login pages, your logo and colors throughout, custom email templates with your SMTP, and CSS customization. Indy's white-labeling removes Indy's branding from documents and emails only. The client portal URL still shows Indy's domain.

Does Plutio have time tracking?

Yes. Plutio has built-in time tracking that connects to projects and tasks. You can track time manually or with a timer, then convert tracked hours directly into invoices. Indy includes manual time entry that can be added to invoices, but the interface has been flagged for input errors due to its scroll-based design.

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The complete Indy alternative

Proposals, projects, and portals at your own domain

Everything Indy offers plus team access, scheduling, Gantt views, and a client portal that runs on your domain, not Indy's.

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Plutio - Your entire business, one login away

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