Best Notion alternatives for freelancers & agencies (2026)

Notion organizes pages, databases, and wikis for internal teams, but there is no invoicing, no time tracking, no proposals, no contracts, no CRM, and no client portal anywhere in the platform. The Free plan covers solo users with unlimited pages. The Plus plan costs $10 per member per month (billed annually) for unlimited blocks and file uploads. The Business plan at $20 per member per month adds permissions and Notion AI agents. But none of these plans include a way to send an invoice, track billable hours, create a proposal, sign a contract, or give clients a branded portal. Freelancers who try to run their business in Notion end up stacking Toggl for time tracking, FreshBooks for invoicing, DocuSign for contracts, Calendly for scheduling, and HubSpot for CRM alongside the workspace.

The right Notion alternative keeps project organization but adds the full client workflow, so proposals create projects, tracked hours feed invoices, and clients log into a branded portal instead of a shared Notion page.

This page covers 5 Notion alternatives by pricing, features, and fit so the right one stands out without testing all 5.

Last updated February 2026

4.6

TLDR (summary)

Best Notion alternative in 2026: Plutio combines project management, invoicing, time tracking, proposals, contracts, and a client portal in one platform, starting at $19/month.

Why freelancers switch from Notion: Notion handles documentation, wikis, and internal project tracking through databases and pages. But once client-facing work starts, invoicing, time tracking, proposals, contracts, and client portals don't exist in the platform. Freelancers managing 10-15 active clients end up running Toggl for time tracking, FreshBooks for invoicing, DocuSign for contracts, and Calendly for booking alongside Notion. The workspace covers internal organization, but the entire client workflow runs through 5-6 separate subscriptions with no data flowing between them.

What Plutio adds: One platform where proposals create projects automatically when approved, time tracking feeds directly into invoices, contracts include e-signatures, and clients log into a branded portal at a custom domain. Flat pricing at $19/month for Core, $49/month for Pro, and $199/month for Max with no per-user fees and no additional tool subscriptions.

Other alternatives on this page: Monday.com (strong project views and automations, but no invoicing or contracts), Asana (task management focus, but no billing features at all). See full comparison table below.

What is Notion and what does it do?

Notion is a workspace platform built around pages, databases, and wikis. Teams use Notion for documentation, knowledge bases, project tracking through database views (Kanban, Calendar, Timeline, Table), and internal collaboration. The Free plan covers solo users with unlimited pages. The Plus plan at $10 per member per month (annual) adds unlimited blocks for teams and file uploads. The Business plan at $20 per member per month adds granular permissions and Notion AI agents.

Notion targets product teams, engineering departments, startups, and companies that need internal documentation and knowledge management. The platform includes a template gallery with thousands of starting points, database relations for connecting information across pages, and synced blocks for reusing content across the workspace.

Notion handles:

Nested pages and wikis with rich text editing and 35+ block types
Database views: Kanban, Table, Calendar, Timeline, Gallery
Synced blocks across pages and team collaboration
Native forms that feed responses into databases
Notion AI for content generation and summarization (Business plan or add-on)
Template gallery with thousands of starting points

For teams focused on internal documentation and knowledge management, Notion handles those needs deeply. But invoicing, time tracking, proposals, contracts, CRM, and client portals are absent from every plan.

What are Notion's limitations?

Notion handles documentation and internal organization until client-facing work enters the picture. Once a freelancer needs to send an invoice, track billable hours, create a proposal, sign a contract, or give clients a branded portal, the platform requires additional tools for each of those tasks.

The gap shows up the moment the project work starts. There are no timers to log hours against tasks, no invoice builder to bill clients, no proposal editor with interactive pricing, no contract templates with e-signatures, and no client portal where clients check progress under the freelancer's brand. Clients who receive a shared Notion page see Notion's interface and Notion's branding, not the freelancer's business identity.

The result: projects get organized in Notion, but hours go into Toggl, invoices go into FreshBooks, contracts go into DocuSign, scheduling routes through Calendly, and the CRM lives in HubSpot. Five separate subscriptions, five separate logins, and no data flowing between them. A 10-person team on Notion Business pays $200/month before any of those additional tools are added.

Common gaps include:

No invoicing or payment processing on any plan
No time tracking, timers, or billable hour calculations
No proposals with interactive pricing tables
No contracts with e-signatures
No CRM or deal pipeline management
No dedicated client portal or white-labeling
Per-user pricing that compounds as the team grows
Performance drops with databases over 5,000 records

Freelancers and agencies switch when the documentation platform needs to become a client management platform, and Notion's architecture was not built for that shift.

Notion is fantastic for internal documentation, but when it comes to running client projects with invoicing, time tracking, and contracts, you end up needing five other apps to fill the gaps.
VR
Verified ReviewerMarketing Consultant

What a complete Notion alternative needs

A complete Notion alternative should keep project organization and task tracking but add the client workflow tools that Notion lacks. The replacement tool should connect proposals, contracts, projects, time tracking, invoicing, and client portals to the same workspace so the business runs in one platform instead of 6 disconnected apps. The goal: one workspace where proposals create projects, tracked hours feed invoices, and clients check progress without emailing for updates.

A strong alternative should include:

Invoicing with payment collection through Stripe, PayPal, or Square
Time tracking with one-click timers and direct invoice generation from logged hours
Proposals with interactive pricing that create projects automatically when approved
Contracts with e-signatures tied to the same project
A client portal where clients check progress, approve deliverables, and access files under the business brand
Project management with Kanban boards, Gantt charts, dependencies, and templates
CRM with deal pipelines connected to proposals, invoices, and projects
Flat pricing without per-user fees that compound as the team grows

This is what separates a documentation platform from a complete client management platform.

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

Here's what typically happens when the business runs through Notion. Notes, databases, and project boards live in the workspace. Invoices go out through FreshBooks. Contracts get signed in DocuSign. Hours get tracked in Toggl. Clients check on progress through email because there is no portal with the freelancer's brand. Five tools, five logins, five monthly bills, and none of the data connects back to the project in Notion.

That's the gap Notion leaves open. The workspace handles internal organization, but the client-facing workflow runs through a stack of disconnected tools.

Plutio closes that gap. When a proposal is accepted and a contract is signed, the project, tasks, client access, and onboarding are already set up. The business runs in one platform instead of five.

What happens when a client says yes

Here's the difference:

A proposal with interactive pricing goes out, and the client picks their package
The client approves, signs the attached contract, and pays a deposit through Stripe, PayPal, or Square
Plutio creates the project automatically with tasks based on the proposal scope
Time gets tracked at the task level with one-click timers
The client logs into a branded portal and sees task progress, upcoming deadlines, files, and invoices
Meetings get booked through built-in scheduling with calendar sync
At project end, tracked hours auto-populate the final invoice

No copying scope into a separate task tool. No switching to Toggl. No sending clients to a Notion page with Notion branding.

Why this matters for day-to-day work

With Notion, the workspace handles documentation and databases, but every invoice, every contract, every tracked hour, and every client interaction requires a separate app. With Plutio, the workspace and the client workflow share the same platform.

That means:

Clients check project status in the portal without sending an email
Tracked hours feed directly into invoices, so billing matches the work done
Proposals, contracts, and projects share the same client record
White-labeling with a custom domain starts at $19/month, not a third-party add-on

These results come from having the client workflow connected to the project work instead of split across 5 disconnected apps.

What about switching?

Notion exports workspace data as Markdown, CSV, or HTML. Client databases export as CSV with contact fields intact. Plutio's importer maps fields like Client Name, Email, and Project Name directly. Most freelancers complete the switch in a few hours of setup.

Plutio has been refined for over 10 years based on real feedback from freelancers and agencies. The workflows are stable, tested, and built for daily use.

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. Monday.com, strong project views, no client billing

Monday.com is a project management platform with Kanban boards, Gantt charts, time tracking (on Pro plan and above), automations, and dashboards. Monday handles project tracking and team coordination with visual views and customizable workflows. The automation builder connects triggers to actions across boards, and integrations extend the platform into Slack, Google Drive, and other team tools.

After the project setup, Monday.com handles task management and team coordination well. But invoicing, proposals, contracts, and client portals are absent from the platform. Freelancers who bill clients need a separate invoicing tool, and client-facing communication runs through email or a third-party portal. Per-user pricing compounds with team size: a 10-person team on the Pro plan pays $190/month for project management alone.

Monday.com Basic costs $9/user/month (annual), Standard costs $12/user/month, Pro costs $19/user/month, and Enterprise pricing is custom. A minimum of 3 seats is required on all paid plans. G2 rating: approximately 4.7/5.

Monday.com fits teams that need strong project views and workflow automations without client-facing billing or contract features.

Monday.com has no invoicing, no proposals, no contracts, no client portal, and per-user pricing that scales with team size. A 10-person team on Pro pays $190/month for project management alone, before adding invoicing and contract tools.

Monday.com handles project tracking and team workflows well, but once you need to invoice clients or send contracts, you need additional tools. The per-seat pricing adds up fast with larger teams.
VR
Verified ReviewerAgency Project Manager

#3. Asana, task management focus, per-user pricing

Asana is a task and project management platform with list, board, calendar, and timeline views. Asana Starter at $10.99/user/month (annual) includes basic project features, task assignees, and due dates. Advanced at $13.49/user/month adds custom fields, rules, portfolios, and forms. The free Personal plan supports up to 15 members with basic task tracking.

Asana handles task management and team project tracking with structured workflows and reporting. But invoicing, time tracking, proposals, contracts, and client portals are absent from every plan. Freelancers using Asana for project work need a separate time tracker, a separate invoicing tool, and a separate contract platform. Client communication runs through email or third-party messaging tools.

G2 rating: approximately 4.4/5.

Asana fits teams that need structured task management with rules, portfolios, and reporting across multiple projects.

Asana has no billing features, no time tracking, no contracts, and per-user pricing that compounds. A freelancer managing 10 client projects in Asana still bills through FreshBooks, tracks time in Toggl, and signs contracts in DocuSign.

Asana handles project tracking and team collaboration really well, but there is nothing for invoicing, time tracking, or client-facing workflows. Freelancers still need three or four other tools to run the business side.
VR
Verified ReviewerFreelance Consultant

#4. Bonsai, proposals and contracts, basic project management

Bonsai is a freelancer business tool for proposals, contracts, invoices, and tax preparation. Bonsai handles the paperwork side of freelancing: create a proposal, send a contract for e-signature, and collect payment. The Starter plan costs $21/month, Workflow costs $32/month with automation features, and Business costs $52/month for team collaboration.

Bonsai covers the gap Notion leaves in billing and contracts. But after the contract is signed, project management is basic. There are no Kanban boards, no Gantt charts, no task dependencies, and no branded client portal for progress updates. Freelancers managing complex projects end up using Trello or Asana alongside Bonsai for task tracking, creating a different version of the same tool-stacking problem.

G2 rating: approximately 4.4/5.

Bonsai fits solo freelancers who mainly need proposals, contracts, and invoicing with minimal setup and US tax preparation included.

Bonsai has basic project management with no Kanban, no Gantt, no dependencies, and no client portal. Once the contract is signed, projects get rebuilt in separate task management tools.

The task management in Bonsai is very basic compared to dedicated tools. For real project management with dependencies and timelines, a separate tool is still needed alongside Bonsai.
VR
Verified ReviewerCreative Agency

#5. Trello, simple Kanban boards, limited beyond tasks

Trello is a Kanban board tool for visual task management. Trello's free plan covers unlimited personal boards. Standard costs $5/user/month (annual) for team boards and checklists. Premium costs $10/user/month for timeline views, dashboard, and calendar views.

Trello handles simple task tracking through drag-and-drop boards, and the learning curve is minimal. But the platform has no invoicing, no time tracking, no proposals, no contracts, and no client portal. Advanced features like timeline views, automations, and custom fields require paid plans. Power-Ups add third-party integrations but each adds complexity and potential cost.

G2 rating: approximately 4.4/5.

Trello fits teams that want simple Kanban boards for visual task tracking without advanced project management features.

Trello has no billing features, no time tracking, no contracts, and limited project management beyond boards. Freelancers using Trello for client work stack 4-5 additional tools for invoicing, contracts, and communication.

Trello is solid for basic task boards, but once projects get complex with dependencies, billing, and client communication, the limitations become obvious. Everything else runs through other apps.
VR
Verified ReviewerFreelance Designer

The verdict: Why Plutio is the best Notion alternative

What Notion includes: Documentation, wikis, databases with multiple views, project tracking, native forms, Notion AI, and a template gallery. The Free plan covers solo users. Plus costs $10/user/month (annual). Business costs $20/user/month with permissions and AI agents. Enterprise pricing is custom.

What Notion lacks: Invoicing (no invoice builder, no payment processing, no recurring billing), time tracking (no timers, no billable hours, no time-to-invoice flow), proposals (no interactive pricing, no approval-to-project automation), contracts (no e-signatures, no audit trails), CRM (no deal pipelines, no revenue tracking), and client portals (no white-labeling, no branded login pages). G2 reviewers consistently mention needing 5-6 separate tools for the business side of freelancing.

What Plutio adds: Project management (Kanban, Gantt, dependencies, templates), invoicing with Stripe, PayPal, and Square, time tracking that feeds invoices, proposals with interactive pricing that create projects on approval, contracts with e-signatures, CRM with deal pipelines, and a white-labeled client portal at a custom domain. Plutio Core costs $19/month.

The math: Notion Business for a 10-person team costs $200/month for docs and databases alone. Adding Toggl ($100/month), FreshBooks ($55/month), DocuSign ($25/month), and Calendly ($120/month) brings the real cost to $500+/month across 5 disconnected platforms. Plutio Max at $199/month covers projects, proposals, contracts, invoicing, time tracking, scheduling, CRM, and client portals for the entire team with no per-user fees.

Best for internal documentation: Notion handles wikis, knowledge bases, and internal databases with depth that dedicated wiki platforms match. Nested pages, synced blocks, database relations, and Notion AI create a workspace for teams managing hundreds of internal documents. The trade-off: the documentation depth applies to internal organization, not client-facing workflows.

Best for client workflow: Plutio connects the full client lifecycle from proposal to payment to portal in one platform. When the work involves sending proposals, signing contracts, tracking hours, creating invoices, and giving clients a branded workspace, Plutio handles everything without additional subscriptions.

The deciding question: Does the work end at documentation and internal organization? Notion handles that well. Does the work include sending invoices, tracking hours, signing contracts, and managing client relationships? Plutio handles the full workflow from $19/month with no per-user fees.

What changes when you switch from Notion?

Freelancers who switch from Notion to Plutio report three consistent changes:

1. The tool stack shrinks from 6 to 1
Notion handles docs. Toggl handles time. FreshBooks handles invoices. DocuSign handles contracts. Calendly handles booking. HubSpot handles the CRM. Six logins, six subscriptions, six sets of notifications, and no data flowing between them. In Plutio, the workspace, invoicing, time tracking, contracts, scheduling, and CRM share the same platform. Client data, project status, and billing history all live in one place.

2. Clients see a branded portal instead of a Notion page
In Notion, clients receive a shared page link and see the Notion interface with Notion branding throughout. In Plutio, clients log into a portal at the freelancer's custom domain. The login page shows the business logo and colors. Tasks, files, invoices, and messages appear under one brand. The client experience reflects the freelancer's identity, not a software vendor's.

3. Billing matches the work automatically
In Notion, hours go into Toggl, and the freelancer manually types line items into FreshBooks based on time logs from a separate app. In Plutio, one-click timers on tasks capture every billable minute. At billing time, tracked hours auto-populate the invoice with a full task breakdown. The client receives the invoice, clicks pay, and the money arrives through Stripe, PayPal, or Square.

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

How to migrate from Notion to Plutio (step-by-step)

Most freelancers complete the switch in a few hours of setup, then run both platforms in parallel while active projects finish.

Step 1: Export Notion data
Notion supports export to Markdown, CSV, and HTML. Go to Settings, then Workspace, then Export all workspace content. For project databases, export as CSV to preserve task names, statuses, due dates, and assignee columns. Client databases export as CSV with contact fields intact. The Notion export guide covers the full process.

Step 2: Import into Plutio
Upload CSVs to Plutio. The importer maps fields like Client Name, Email, Company, Project Name, and Task Status directly. Contact databases map to Plutio's client records. Project databases map to Plutio projects with task lists. For agencies migrating 50+ clients, Plutio's support team assists with bulk data mapping.

Step 3: Set up project templates
Create templates for common project types with tasks, subtasks, dependencies, time estimates, and automations. When proposals are signed, these templates auto-generate the project. Setting up templates fills the biggest operational gap from Notion, since project management, time tracking, invoicing, and scheduling now live in the same platform as documentation.

Step 4: Configure the client portal
Set up a custom domain, add branding (logo, colors, custom CSS), configure custom SMTP for emails, and choose what clients see in their portal. Invite clients to their new workspace. Instead of sharing Notion pages with Notion branding, clients now log into a branded portal at the business domain.

Step 5: Connect payment processors
Link Stripe, PayPal, or Square to start collecting payments directly through invoices. Since Notion has no invoicing, this step replaces whatever separate billing tool was previously in use (FreshBooks, QuickBooks, Wave, or manual PDFs).

Research & sources

Every comparison and price point on this page is backed by direct research conducted in February 2026. Data is verified across official product pages, user reviews, and third-party analysis.

Pricing verification sources

Plutio: Official pricing
Notion: Official pricing, G2 reviews (4.7/5)
Monday.com: Official pricing, G2 reviews (~4.7/5)
Asana: Official pricing, G2 reviews (~4.4/5)
Bonsai: Official pricing, G2 reviews (~4.4/5)
Trello: Official pricing, G2 reviews (~4.4/5)

Verification methodology

For each feature in the comparison table:

Official product documentation and pricing pages are consulted first
Third-party sources (G2, GetApp, TrustRadius) provide review data
Video demonstrations and user reviews cross-reference feature claims
Pricing updates 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 Notion alternative for freelancers in 2026?

Compare pricing, invoicing, time tracking, proposals, contracts, and client portal capabilities.

PRICING Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Starting price	$19/month (Core plan)	$10/member/month (Plus plan)	$9/user/month (Basic, 3 user min)	$10.99/user/month (Starter, annual)	$15/month (Basic, $9/month annual)	$5/user/month (Standard plan, free tier available)
Free plan	No free plan (14-day trial available)	Free plan (unlimited for individuals, limited blocks for teams of 2+)	Free plan for up to 2 users	Free plan for up to 10 users	No free plan (trial available)	Yes (10 boards per workspace limit)
Trial period	14-day free trial	30-day Business Plan trial for qualifying teams	Free trial available	Free trial available	7-day free trial	14-day Premium trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Database-based projects with Board, Table, Timeline, Calendar, and Gallery views	Highly flexible project structures	Multiple views with dependencies	Basic project and task management	Kanban boards with cards and lists
Project roles and permissions	Control exactly who can view or edit each part of a project	Granular permissions per page and database (guest, member, full access)	You can control access at board and item level	You can control project access per user and team	4 fixed roles (PMs cannot view financials)	Admin, Member, Observer roles
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Unlimited databases and views per workspace	You can create unlimited boards	You can create multiple boards per project	Strictly restricted to 1 board per project	Unlimited boards (paid plans)
Embeddable project boards	Live project boards embedded into client portals or websites	Pages can be embedded via iframe (limited native embed)	Boards can be embedded	You can embed read-only project views	Embedding live project boards is not supported	No native embed (Power-Up needed)
Sharable project boards	Read-only public links for sharing progress without risk	Publish pages to the web with shareable links	Boards can be shared publicly with limits	You can share project links publicly	Portal access only (no public read-only links)	Shareable board links available
Project stages and milestones	Define custom project lifecycles for different types of work	Custom status properties (no formal milestones)	You can define custom statuses and milestones	You can define custom sections and milestones	Milestones with Gantt chart visualization	Lists as stages (no milestones)
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals, contracts, and invoices are not supported	Proposals, contracts, and invoices are not supported	Not supported	Manual linking (no automatic project integration)	No proposals/contracts/invoices
Custom project data fields	Track, sort, filter, and report on custom project data	Unlimited custom properties (text, number, date, select, formula, relation)	Custom columns on boards	Full custom field support	Text, number, date, URL (no filtering)	Custom Fields (Standard+)
Kanban boards	Drag-and-drop tasks across customizable columns	Board view with drag-and-drop	Boards can be viewed in Kanban style	You can manage tasks in Kanban boards	Kanban view (limited customization)	Core feature - Kanban is Trello
Table view	Bulk-edit tasks like a spreadsheet	Table view with sortable and filterable columns	Boards default to table view	You can view tasks in table format	Basic table view (no bulk editing)	Table view (Premium only)
List view	Clean task lists with clear hierarchy	List view with toggle and nested pages	Items can be viewed as lists	You can view tasks in lists	Simple list view with basic sorting	Cards in lists (default view)
Calendar view	See tasks and deadlines on a calendar	Calendar view for database items	Calendar view is supported	You can view tasks on a calendar	Calendar view for tasks and deadlines	Calendar view (Premium only)
Gantt view	Plan work visually with task order and dependencies	Timeline view (not a true Gantt chart, no auto-scheduling)	Gantt view is supported on higher plans	Timeline view functions as a Gantt chart	Gantt chart with drag-and-drop	Timeline view (Premium, not Gantt)
Subtasks	Break work down into multiple nested levels	Sub-pages for unlimited nesting depth	Subitems are supported	You can break tasks into subtasks	Nested subtasks supported	Checklists only (not true subtasks)
Email to task	Turn emails into tasks without manual copying	No email-to-task conversion	Included	Included	No email-to-task conversion	Email-to-board creates cards
Task comments	Keep discussions tied directly to each task	Comments with @mentions and discussions on pages	You can comment on items	You can comment directly on tasks	Comments stay attached to tasks only	Comments on cards
Task attachments	Store files directly on the task they belong to	File uploads and embeds on pages	Files can be attached to items	You can attach files to tasks	File attachments (no file manager)	File attachments on cards
Task priorities	Define priority levels that fit your workflow	Priorities via custom select property (no built-in priority field)	Priority columns are supported	Priorities must be modeled using custom fields	No priority levels	Labels for priority (no native)
Task labels & color coding	Use unlimited labels to visually organize tasks	Multi-select and select properties with color coding	Status and label columns are supported	You can tag tasks and use color labels	No color coding (labels only)	Color labels built-in
Multiple task assignees	Assign tasks to one or multiple teammates	Person property supports multiple assignees	Multiple assignees are supported	You can assign tasks to multiple teammates	One assignee per task (no multi-assign)	Multiple members per card
Task templates	Reuse task-level structures across projects	Extensive template gallery with custom templates	Board and item templates are supported	You can reuse task and project templates	Task templates with dependencies	Card templates available
Task permissions	Control access at the individual task level	Page-level permissions (no task-level granularity)	Permissions depend on board setup	Permissions apply at project level, not per task	Project-level only (no task-level)	Board-level only (not per card)
Task dependencies	Prevent work from starting out of order	Basic dependencies via Blocked by property (no auto-scheduling)	Dependencies are supported	You can define task dependencies	Waiting on, Blocking, Related to	No native dependencies (Power-Up)
Recurring tasks	Automate repeating work with flexible schedules	Recurring templates via database automations (paid plans only)	Recurring items are supported	You can create recurring tasks	Daily, weekly, monthly, milestones	Via Butler automation rules
Custom task data fields	Add task-level fields for tracking custom details	Unlimited custom properties (text, number, select, formula, relation, rollup)	Custom columns on boards	Full custom field support	Custom fields (text and number only)	Custom Fields (Standard+)
TIME TRACKING Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Time tracking system	Easily track time using timers or manual entries	No built-in time tracking (requires third-party integrations)	Time tracking column (Pro and Enterprise plans only, $16/seat/month)	Native time tracking (Advanced plan only, $24.99/user/month)	Timer and manual time entry	No native time tracking
Task-level tracking	Log time directly against tasks and subtasks	No task-level time tracking	You can track time per item	Requires external tools or custom fields	Limited to task-level only (no subtask tracking)	Requires Power-Up (Clockify, etc)
Project-level tracking	See time spent per project and per client	No project-level time tracking	Project time requires rollups	Requires reporting tools or integrations	Time tracked per project	Requires Power-Up
Billable time tracking	Clearly separate billable and non-billable time	No billable time tracking	Billable logic is not supported	Asana does not track billable time	Billable and non-billable categorization	No billable time feature
Billable time invoicing	Turn tracked time into invoices without extra steps	No time-to-invoice capability	Invoices are not supported	Not supported	One-click invoice from time entries	No invoicing capability
Timesheet reports	View detailed time reports by task, project, or client	No timesheet reports	Time tracking add-on required	Requires third-party tools	Detailed timesheet reports	Requires Power-Up
Team timesheets	See how each team member tracks their time	No team timesheets	Team views require dashboards	Requires integrations	Per-member timesheets with locking	Requires Power-Up
PROPOSALS Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	No proposal feature	Monday.com is for project management only	Asana is for task management only	Customizable proposals with e-signatures	No proposal feature
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	No proposal feature	Proposals are not supported	Not supported	Visual editor (no true drag-and-drop)	No proposal feature
Reusable proposal templates	Reuse proven proposal layouts across clients	No proposal feature	Proposals are not supported	Not supported	Industry templates plus custom templates	No proposal feature
Real-time proposal analytics	See exactly when proposals are opened and reviewed	No proposal feature	Proposals are not supported	Not supported	Real-time view tracking	No proposal feature
Live messenger on proposals	Answer questions directly while clients review proposals	No proposal feature	Proposals are not supported	Not supported	No live chat in proposals	No proposal feature
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	No proposal feature	Not supported	Not supported	Proposal-contract link only (no scheduler)	No proposal feature
Convert proposal to invoice	Create invoices directly from approved proposals	No proposal feature	Invoices are not supported	Not supported	Auto-generate invoice from accepted proposal	No proposal feature
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No proposal feature	Proposal pricing is not supported	Pricing packages are not supported	Packages with single, multi-select options	No proposal feature
Interactive pricing tables	Let clients choose options before approving	No proposal feature	Not supported	Pricing tables are not supported	Static pricing only (no client selection)	No proposal feature
Dynamic data and variables	Auto-fill proposal content with client and project data	No proposal feature	Not supported	Not supported	Basic smart fields (limited variables)	Butler has some variables
Expiration dates	Automatically expire proposals after a set date	No proposal feature	Not supported	Not supported	Manual expiry dates (no automation)	Due dates on cards
PDF Export	Download as branded PDFs	Export pages as PDF (no proposal-specific export)	Included	Tasks and projects can be exported, not proposals	Basic PDF export (limited branding)	Print to PDF only
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No proposal feature	Not supported	Proposal blocks are not supported	Reusable blocks not supported (templates only)	Card templates only
Legally binding e-signatures	Collect secure electronic signatures on proposals	No e-signature feature	Monday.com has no e-signatures	E-signatures are not supported	Basic e-signatures (limited audit trail)	No e-signature feature
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	No proposal feature	Proposals are not supported	Proposals are not supported	Text and date custom fields only	No proposal feature
CONTRACTS Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	No contract feature	Monday.com does not handle contracts	Asana does not handle contracts	Legally vetted templates with e-signatures	No contract feature
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	No contract feature	Form view is supported	Not supported	Visual editor (no full drag-and-drop)	No contract feature
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	No contract feature	E-signatures are not supported	E-signatures are not supported	Legally binding e-signatures	No e-signature feature
Multi-signature / signees	Collect signatures from multiple people on the same contract	No contract feature	Contracts are not supported	Not supported	Multiple signers and recipients	No contract feature
Reusable contract templates	Reuse contract structures to create new agreements faster	No contract feature	Contracts are not supported	Not supported	Industry-specific and custom templates	No contract feature
Auto-reminders automation	Automatically follow up until contracts are signed	No contract feature	Contract reminders are not supported	Not supported	Auto-reminders (stop after 16 days overdue)	Due date reminders (Butler)
Dynamic data/variables	Auto-fill contract content with client and project data	No contract feature	Contracts are not supported	Not supported	Basic smart fields (limited variables)	Butler has variables
Contract automation triggers	Trigger automated workflows the moment a contract is signed	No contract feature	Automations apply to items, not payments	Contracts cannot trigger workflows	Contract & proposal triggers only	No contract feature
View notifications	See when contracts are opened and reviewed	No contract feature	Payment notifications are not supported	Not supported	Basic email notifications (no detailed tracking)	Activity notifications
PDF download with signature certificate	Download signed contracts with official proof of signature	No contract feature	Contracts are not supported	Not supported	Basic PDF download (limited certificate)	No contract feature
Custom signer data fields	Collect structured signer information during signing	No contract feature	Contracts are not supported	Not supported	Standard fields only (name & email)	No contract feature
Custom contract data fields	Create custom contract data you can sort, filter, and report on	No contract feature	Contracts are not supported	Contracts are not supported	Custom fields (contact info only)	No contract feature
INVOICES & PAYMENTS Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	No invoicing feature	Monday.com does not handle billing	Asana does not handle billing	Invoicing with multiple payment options	No invoicing feature
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	No invoicing feature	Invoices are not supported	Not supported	Limited branding (logo and colors only)	No invoicing feature
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	No invoicing feature	Invoices are not supported	Invoices are not supported	Pre-built templates (no drag-drop)	No invoicing feature
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	No invoicing feature	Invoices are not supported	Not supported	Line items (no advanced customization)	No invoicing feature
Item or invoice discounts	Apply discounts at the item or full invoice level	No invoicing feature	Invoices are not supported	Not supported	Discounts (percentage or fixed, no tiered)	No invoicing feature
Customizable taxes	Create tax rules that match your location and use case	No invoicing feature	Invoices are not supported	Not supported	Basic tax configuration (no automation)	No invoicing feature
ACH payments	Accept bank transfers for lower-fee payments	No payment processing	Payments are not supported	Asana does not process payments	ACH via Bonsai Payments (US, UK, CA, AU only)	No payment collection
Stripe integration	Accept credit and debit cards instantly	No payment processing	Stripe works via third-party tools	Asana does not process payments	Stripe payments supported	No payment collection
Square integration	Collect in-person payments when needed	No payment processing	Payments are not supported	Asana does not process payments	Not supported	No payment collection
PayPal integration	Let clients pay using PayPal	No payment processing	Possible via integrations only	Asana does not process payments	PayPal payments supported	No payment collection
Flexible partial payments	Collect deposits and split payments across milestones	No payment processing	Payments are not supported	Payments are not supported	Partial payments (manual milestone setup)	No invoicing feature
Payment plans	Break invoices into scheduled installments	No payment processing	Payments are not supported	Not supported	Payment plans (limited automation)	No invoicing feature
Automated recurring invoices	Automatically send invoices on a recurring schedule	No invoicing feature	Invoices are not supported	Not supported	Weekly, biweekly, monthly, yearly recurrence	No invoicing feature
Subscription management	Manage ongoing client subscriptions and billing	No invoicing feature	Subscriptions are not supported	Subscriptions are not supported	Recurring invoices (no subscription portal)	No invoicing feature
Automated payment reminders	Follow up automatically until invoices are paid	No invoicing feature	Payments are not supported	Payments are not supported	Automated reminders (stop after 16 days)	No invoicing feature
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	No invoicing feature	Invoices are not supported	Not supported	Templates available (limited customization)	No invoicing feature
Multiple currency support	Bill clients globally in their local currency	No invoicing feature	Board currency columns exist	Payments are not supported	Multi-currency (manual exchange rates)	No invoicing feature
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	No invoicing feature	Automations apply to items, not payments	Contracts cannot trigger workflows	Payment & form triggers only	No invoicing feature
View notifications	See when invoices are opened and paid	No invoicing feature	Payment notifications are not supported	Not supported	Email notifications (no real-time tracking)	Activity notifications
Built-in expense tracking	Track project-related costs alongside invoices	No expense tracking	Expenses are not supported	Not supported	Expense tracking (auto-categorization via bank sync)	No expense tracking
Invoice deposits	Collect upfront payments before work starts	No invoicing feature	Invoices are not supported	Not supported	Deposits supported (manual collection)	No invoicing feature
Auto-invoice billable time	Turn tracked time into invoices automatically	No time-to-invoice capability	Monday.com has no invoicing	Asana has no invoicing	Time-to-invoice (manual confirmation required)	No invoicing feature
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	No invoicing feature	Invoices are not supported	Invoices are not supported	Text and date custom fields only	No invoicing feature
INBOX Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Notification inbox for updates (no unified client inbox)	Updates inbox exists for board activity	Task comments act as a shared activity feed	A unified client inbox is not supported	No unified inbox
Full email integration	Connect and manage all your email accounts in one place	Notion Mail (Gmail only)	Email-to-board is supported	Email-to-task is supported	Send-only (no inbox sync)	Email-to-board only
Embeddable live chat	Add real-time chat to your website and client portals	No live chat feature	Live chat is not supported	Live chat is not supported	Not supported	No live chat
Instant direct messages	Message teammates privately without leaving your workspace	No direct messaging (async comments only)	Direct messages are supported	Messaging exists via comments, not chat	Direct messaging is not supported	No direct messaging
Contextual project conversations	Keep conversations tied directly to the project they belong to	Page-level comments tied to content (no real-time chat)	Comments stay tied to items	Comments stay attached to tasks and projects	No in-app project messaging	Comments on cards
Team channels	Create shared spaces for team-wide discussions	No team channel system	Updates act like channels	Channel-based chat does not exist	Team chat is not supported	No team channels
Customized channels	Organize channels by team, topic, or workflow	No channel system	Board updates can be organized	Channels are not supported	Not supported	No channels feature
@mentions	Notify teammates instantly inside conversations	@mentions in page comments	@mentions are supported	You can mention users in comments	Not supported	@mentions in comments
Message read receipts	See when messages are read	No read receipts (async comments only)	Seen indicators exist in updates	Read receipts are not supported	Read receipts are not supported	No read receipts
File sharing in chat	Share files directly inside conversations	File embeds and uploads in comments (no chat)	Files can be shared in updates	Files attach to tasks, not chat threads	Share files and links in portal messages	Attachments in comments
Shared email inbox	Collaborate on incoming emails as a team	No shared email inbox	Not supported	Not supported	Not supported	No shared inbox
Inbox mobile app	Access and respond to messages on mobile	iOS, Android, and desktop apps with notifications	Mobile app includes inbox	Mobile app includes inbox	Not supported	Notifications only (no inbox)
Email reply to inbox	Reply from your email client and keep conversations synced	No email reply-to-inbox feature	Email replies create board items	Email replies create tasks	Not supported	No email inbox feature
FILES Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Store and manage files	Keep all client and project files in one organized place	File uploads on pages (5MB per file on Free, unlimited on paid plans)	Files are item-based, not a file system	Files are stored within tasks and projects	Project document storage with client access	File attachments on cards
Advanced folder organization	Organize files by project, client, or structure you choose	Unlimited nested pages for folder-like organization	3-level folder hierarchy within workspaces	Section-based, relies on cloud integrations	Project-level only (no granular)	No folder structure
Folder permissions	Control who can view or edit folders	Page-level permissions control file access	Board-level permissions only	Project-level permissions only	Project-level only (no granular)	No folders
People folders	Group files by person when needed	Files are page-based, not person-based	Files are item-attached, not person-based	Files are task-attached, not person-based	Not supported	No folders
Project folders	Keep files scoped to each project	Files organized within pages and databases	Files organize within board folders	Files attach to projects and tasks	Project-based file sections in portal	No folders
In-app previews	Preview files instantly without downloading	In-app previews for images, PDFs, and embeds	Files Gallery preview view	Preview via cloud integrations	Not supported	Preview attachments
Custom file data fields	Capture file metadata you can sort and filter	Database properties on pages (not file-specific metadata)	Custom form fields are supported	You can create and reuse custom fields	Contact info only (no CRM fields)	No file custom fields
Built-in documents	Create and edit documents directly inside Plutio	Full document editor with rich text, embeds, and blocks	WorkDocs for embedded editing	No built-in document editor	No built-in document editor	No native documents
Comments on files and docs	Leave comments directly on files and documents	Comments on any page or document content	File annotation and comments	Comments on task attachments	No file commenting system	Comments on cards with files
Bulk file actions	Move, tag, or manage many files at once	No bulk file operations	Bulk select in Files Column	Select multiple via integrations	Not supported	No bulk file actions
Files search & filter	Find files quickly using search and filters	Full-text search across all pages and files	Search across boards and files	Search across projects and files	Not supported	Search finds attachments
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive integration (embed and sync)	Google Drive, Dropbox, Box, OneDrive	Google Drive, Dropbox, OneDrive	Not supported	Google Drive, Dropbox Power-Ups
Secure sharing controls	Restrict access with permissions or passwords	Page-level permissions with guest access controls	Board-level sharing controls	Project-level permissions	Not supported	Board-level permissions only
File sharing links	Share files externally with controlled access	Publish pages to the web with shareable links	Board link sharing only	Task link sharing only	Portal sharing only (no direct file links)	Attachment links shareable
SCHEDULING Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Basic scheduling via Notion Calendar (share availability links)	Monday.com does not have scheduling	Asana does not have scheduling	Booking pages with calendar sync	No scheduling feature
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	No branded booking page	Booking pages are not supported	Not supported	Custom branding on booking pages	No booking pages
Advanced availability management	Define flexible availability rules applied automatically to bookings	Basic availability sharing via Notion Calendar	Scheduling is not supported	Scheduling is not supported	Event types with availability windows	No scheduling feature
Automatic buffer times	Add buffer time automatically between meetings	No buffer time feature	Scheduling is not supported	Scheduling is not supported	Buffer times (no daily limits)	No scheduling feature
Multiple meeting types	Create unlimited booking types with different rules and setups	No meeting type configuration	Scheduling is not supported	Scheduling is not supported	Custom event types with different durations	No scheduling feature
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google Calendar and Apple iCloud via Notion Calendar (no Outlook sync)	Calendar sync is supported	Read-only calendar integration	Calendar sync (Google and Outlook only)	Google Calendar sync (Premium)
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	No booking confirmation customization	Scheduling is not supported	Scheduling is not supported	Email customization (limited template control)	No booking feature
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	No booking redirect feature	Scheduling is not supported	Scheduling is not supported	Redirect supported (basic URL redirect)	No booking feature
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	No booking automation triggers	Automations apply to items, not payments	Contracts cannot trigger workflows	Booking triggers (limited action types)	No booking feature
Smart meeting reminders	Send automatic reminders without manual follow-ups	Calendar event reminders via Notion Calendar	Notifications exist, not bookings	Reminders exist for tasks only	Auto-reminders (email only, no SMS)	No meeting feature
Automatic timezone detection	Handle timezones automatically without manual adjustments	Timezone support via Notion Calendar	Timezone exists per account	Handled by external calendars	Timezone detection (basic support)	Timezone detection built-in
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	No paid appointment feature	Monday.com has no scheduling	Asana has no scheduling	Require payment to book via Bonsai Payments or Stripe	No payment collection
Custom booking forms	Build booking forms with full control over questions and layout	No custom booking forms	Booking forms are not supported	Not supported	Custom intake questions and forms on booking events	No booking feature
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	No booking limit controls	Scheduling is not supported	Scheduling is not supported	Notice periods (no per-event daily limits)	No booking feature
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	No rescheduling or cancellation controls	Monday.com has no scheduling	Scheduling is not supported	Clients can reschedule or cancel from confirmation email	No booking feature
AUTOMATION Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Database automations (Free gets Slack notifications only, full automations on paid plans)	AI-powered cross-board workflows	70+ rule templates with AI Smart Rules	Contract, proposal, invoice, form triggers	Butler automation builder
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Page added, property edited triggers (paid plans)	Item-based automations are supported	Rules allow task-based automation	Contract signed, proposal accepted, form filled	Butler rules and triggers
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Recurring schedule trigger available	Recurring automations exist with limits	Possible via rules and integrations	Not supported	Scheduled Butler commands
Multi-step workflows	Chain multiple actions into one continuous automation	Single trigger with multiple actions (no chaining)	Multi-step automations are supported	Complex logic requires integrations	Not supported	Limited multi-step support
True/False branching	Create conditional paths instead of one-size-fits-all flows	No conditional branching	Conditional logic is supported	Limited logic without integrations	Not supported	No conditional branching
Delay-based actions	Add precise timing between steps, down to minutes or days	No delay-based actions	Delays are supported	Delayed rules are supported	Not supported	Scheduled delays available
Create & update records	Create, update, or move records automatically across the system	Add page, edit property, send notification actions	Tasks and boards can be created automatically	Tasks and projects only	Auto-create (projects and clients only)	Create/update cards
Move & duplicate records	Reorganize work automatically without manual cleanup	Duplicate pages manually (no automation for move/duplicate)	Items can duplicate automatically	Tasks and projects can duplicate	Not supported	Move/copy cards and lists
Delete & archive records	Automatically archive or remove records based on rules	Manual archive and delete (no automation)	Items can delete automatically	Deletion requires manual confirmation	Not supported	Archive cards and boards
API calls (webhooks)	Trigger or receive real-time events from external systems	Public REST API with webhooks	API and webhooks are supported	Asana has a full API	Webhooks (outgoing only, no incoming)	Webhooks available
Send emails	Send automated emails tied to real workflow events	Send Gmail emails and notifications via automations (paid plans, Gmail required)	Emails can be sent via automations	Emails require integrations	Logo & colors (no custom domain)	Email notifications only
Post comments	Add notes or comments automatically where work happens	No automated comment posting	Updates via automations	Requires integrations	Not supported	Auto-comment via Butler
Complete automation logs	See exactly what ran, when, and why	No automation activity logs	Automation logs are supported	Logs exist at task level	Not supported	Limited automation history
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Formula and rollup properties (no dynamic automation variables)	Formula and column values can be reused	Variables exist inside rules	Not supported	Limited variable support
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Database-scoped automations (no cross-entity triggers)	Cross-board automations are supported	Not supported	Not supported	No cross-board automation
FORMS Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Native form builder with database integration	WorkForms with branding and conditional logic	Internal only	Branded intake and questionnaire forms	No form builder
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Form view on databases (no drag-and-drop layout control)	Form view is supported	Not supported	Form editor (no true drag-and-drop)	No form builder
Reusable form templates	Reuse form structures without rebuilding from scratch	Templates with form views reusable across databases	Forms can be reused	Internal intake forms exist	Form templates with auto-CRM sync	No form feature
Custom form data fields	Collect structured data you can sort, filter, and report on	Database properties serve as form fields (all types supported)	Custom form fields are supported	You can create and reuse custom fields	Custom fields (limited field types)	No form feature
Smart conditional logic	Show or hide fields based on responses, not static forms	Conditional logic on forms (Business and Enterprise plans only)	Conditional logic exists in forms	Conditional logic is limited	Conditional logic (limited complexity)	No form feature
Instant email notifications	Get notified immediately when forms are submitted	Database notifications on new entries (not form-specific)	Notifications can trigger on submit	Requires integrations	Email notifications (no customization)	Activity notifications
Form automation triggers	Trigger automated workflows when a form is submitted	Database automations trigger on new entries (paid plans)	Automations apply to items, not payments	Contracts cannot trigger workflows	Basic automation triggers (limited actions)	No form feature
Embed forms	Embed forms anywhere without layout restrictions	Forms can be shared via link (limited embed support)	Forms can be embedded	Forms can be shared via links	Embed via iframe (limited styling control)	No form feature
Advanced field preferences	Control required, hidden, and default field behavior	Required/optional field settings (no advanced validation)	WorkForms conditional logic	Limited field options	Not supported	No form feature
Comprehensive field types	Collect text, files, dates, selections, and more	Text, number, select, multi-select, date, checkbox, file, URL, email, phone	Many field types supported	Many field types via custom fields	Not supported	No form feature
Form signature field	Collect legally binding signatures directly inside forms	No signature field on forms	Signatures are not supported	Signatures are not supported	E-signature field (basic, no advanced options)	No form feature
File upload fields	Accept file uploads as part of form submissions	File upload field supported on forms	File uploads via WorkForms	Files can be uploaded	Clients can upload files to projects	No form feature
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	No form redirect feature	Thank you screen only	Redirects not supported	Not supported	No form feature
CRM Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Manage clients and leads	Manage contacts and companies in one connected system	DIY CRM via databases (not a purpose-built CRM)	Contacts via boards, not native CRM	Asana is not a CRM	CRM with Deals pipeline for leads	Cards can track contacts
Full company management	Track organizations, not just individual contacts	DIY company tracking via database relations	Companies can be modeled manually	Companies are not modeled	Companies (basic info only, no hierarchy)	No company management
Custom contact data fields	Collect and manage structured contact data you define	Unlimited custom properties on any database	Custom CRM fields are supported	CRM structure does not exist	Custom fields (text and select only)	Custom Fields on cards
Complete activity timeline	See every interaction with a client in one place	Page history and comments (no dedicated activity timeline)	Activity is board-based	Activity is task-based only	Activity log (projects and invoices only)	Card activity history
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Multi-select and select properties for tagging (DIY)	Tags and status columns are supported	Tags exist via custom fields	Tags (no advanced segmentation)	Labels on cards
WIKI Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	Full wiki and knowledge base built into the platform	Docs are supported, not a wiki system	Pages exist but are not client-facing	Not supported	No wiki/knowledge base
Beautiful rich text pages	Write structured, formatted content without complexity	Rich text editor with 35+ block types	Not supported	Not supported	Not supported	Card descriptions only
Unlimited nested pages	Build deep knowledge hierarchies without limits	Unlimited nested sub-pages	Not supported	Not supported	Not supported	No nested pages
Granular page permissions	Control exactly who can view or edit each page	Granular page-level permissions (view, comment, edit)	Not supported	Not supported	Not supported	No wiki feature
DASHBOARDS Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	DIY dashboards via databases and linked views (no preset dashboard)	Custom dashboard widgets	Reporting dashboards with custom charts	Dashboard (fixed layout, no customization)	Dashboard view (Premium)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	No drag-and-drop dashboard builder	Paid ($)	Paid ($)	Pre-configured widgets only	No dashboard builder
Charts widget	Visualize data with customizable charts	Charts (1 on Free, unlimited on paid plans)	Included	Included	Charts (revenue and time only)	Dashboard view has charts
Metrics widget	Track key numbers without manual reporting	DIY metrics via formulas and rollups (no preset widgets)	Included	Included	Metrics (revenue and project totals only)	Basic metrics in Dashboard
Goals widget	Monitor progress toward defined goals	No goals widget	Paid ($)	Paid ($)	Not supported	No goals widget
Notes widget	Add contextual notes directly to dashboards	Pages serve as notes anywhere in the workspace	Included	Not supported	No notes widget	No notes widget
Calendar widget	View upcoming events alongside work and metrics	Calendar view on databases and Notion Calendar	Included	Included	Calendar widget (upcoming tasks only)	Calendar view (Premium)
Financial widgets	Track revenue and expenses in the same view	No financial widgets (no invoicing or payments)	No financial widgets in Monday	Not supported	Revenue tracking (invoices only, no expenses)	No financial widgets
BRANDING Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
White-label and branding	Run the entire platform under your brand	Notion branding always visible (no white-label)	Monday.com branding always visible	Asana branding always visible	Documents and portal only (no admin theming)	Cannot remove Trello brand
Custom interface theme	Apply your brand colors across the system	No custom interface theming	Board colors can be customized	UI cannot be customized	No admin interface theming	Custom backgrounds only
Stylesheet customization	Fine-tune styling beyond basic theming	No custom CSS	Custom CSS is not supported	Custom CSS is not supported	No CSS customization	No CSS customization
Custom login/signup pages	Use branded authentication pages instead of generic screens	Login pages cannot be customized	Custom login pages are not supported	Login pages cannot be customized	Branded login (fixed layout)	No custom login pages
Email branding	Send all system emails with your branding	Emails cannot be branded	Email branding is limited	Emails cannot be branded	Logo in emails (no custom templates)	Trello branding remains
Custom brand fonts	Use your own fonts throughout the platform	No custom fonts	Not supported	Fonts cannot be customized	No custom fonts	No custom fonts
Custom brand logos	Replace all platform logos with your own	Workspace icon only (no custom logo replacement)	Paid ($)	Logos cannot be customized	Logo (documents and portal only)	Board background images
Custom domain name	Run everything on your own domain	Custom domain via Notion Sites ($8/month/domain annual, $10/month/domain monthly, paid plans)	Not supported	Not supported	No custom domain	No custom domains
Custom email SMTP	Send emails from your own email infrastructure	No custom SMTP	Not supported	Not supported	No custom SMTP	No custom SMTP
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding	Not supported	Not supported	No workspace embedding	No embedding option
CUSTOMIZATION Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Flexible workspace setup	Shape the platform to match how your business works	Highly flexible workspace with custom databases, views, and templates	Workspace only	Asana structure is templated	No workspace customization	Workspaces and boards
Main menu editor	Add, remove, or reorder navigation items freely	Sidebar can be rearranged (no full menu editor)	Workspace structure can be adjusted	Navigation cannot be customized	Fixed menu (no customization)	Limited menu customization
User-based menus	Show different navigation for different roles	Same sidebar for all users	Menus cannot change per user	Menus are the same for all users	Same menu for all users	No user-based menus
Custom user roles	Create role types beyond preset permissions	Predefined roles (Owner, Admin, Member, Guest)	Roles exist with limits	Roles exist but are limited	4 fixed roles (no custom)	Admin, Member, Observer only
Advanced user permissions	Control access at a granular level	Granular page-level permissions with guest access	Advanced permissions are supported	Permissions are team-based	Project permissions (no granular control)	Workspace-level permissions
SSO / OAuth	Support enterprise-grade single sign-on	SAML SSO on Business plan and above (not available on Plus)	Email & password login only	SSO is supported on enterprise plans	Email & password login only	SSO via Atlassian (Enterprise)
INTEGRATIONS Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Connect with other tools	Integrate with external systems without lock-in	Native: Slack, Google Drive, GitHub, Figma, Calendly and more	72+ integrations plus marketplace	200+ native integrations	Integrations (Zapier and Make only)	200+ Power-Ups available
Zapier integration	Connect to thousands of apps without custom code	Zapier integration with 8,000+ apps	Zapier is supported	Zapier is supported	Zapier (limited triggers and actions)	Zapier supported
Make.com integration	Build advanced automation scenarios visually	Make.com integration supported	Make is supported	Make is supported	Make.com (limited modules)	Make.com supported
Pabbly Connect	Connect services without usage-based limits	Possible via API	Possible via API	Possible via API	No Pabbly integration	Pabbly Connect supported
Full REST API access	Build custom integrations with full system access	Public REST API with full CRUD access	REST API is supported	Full REST API is available	REST API (read-only, limited endpoints)	REST API available
Incoming & outgoing webhooks	Send and receive real-time events	Webhooks supported via API	Webhooks are supported	Webhooks are supported	Webhooks (outgoing only, limited events)	Webhooks supported
PLATFORM Collapse	Plutio 198/199	Notion 58/199	Monday.com 77/199	Asana 55/199	Bonsai 43/199	Trello 55/199
Mobile apps	Access your business from native mobile apps	iOS, Android, Mac, and Windows apps	Full-featured mobile apps	Full-featured mobile apps	Mobile apps (iOS and Android, limited features)	iOS and Android apps
iOS app	Full-featured iPhone app	Full iOS app available	iOS app is supported	iOS app is available	iOS app (basic features only)	iOS app available
Android app	Full-featured Android app	Full Android app available	Android app is supported	Android app is available	Android app (basic features only)	Android app available
Mac desktop app	Native macOS app for desktop workflows	Native Mac desktop app	Desktop app wraps the web version	Desktop app wraps the web version	Web only (no Mac app)	Mac desktop app
Windows desktop app	Native Windows app for desktop workflows	Native Windows desktop app	Desktop app wraps the web version	Desktop app wraps the web version	Web only (no Windows app)	Windows desktop app

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Frequently asked questions about Notion alternatives

Can Plutio replace Notion for freelancers?

Yes. Plutio covers project management (Kanban, Gantt, dependencies), invoicing with payment collection, time tracking, proposals, contracts with e-signatures, CRM, scheduling, and a branded client portal. Plutio handles the full client workflow that Notion lacks. For internal wikis with hundreds of nested pages, Notion's documentation depth goes further, but Plutio covers typical project documentation needs alongside the business tools.

Does Notion have invoicing?

No. Notion has no invoice creation, no payment processing, no recurring billing, and no financial features on any plan. Freelancers using Notion need a separate invoicing tool like FreshBooks, QuickBooks, or Wave. Plutio includes a drag-and-drop invoice builder with Stripe, PayPal, and Square payment collection built in, starting at $19/month.

Does Notion have time tracking?

No. Notion has no built-in timers, time logs, billable hour tracking, or time reports. Some users build manual time-tracking databases, but those databases have no running timers, no automatic rate calculations, and no time-to-invoice workflow. Plutio includes one-click timers on tasks with billable and non-billable separation and direct invoice generation from tracked hours.

How much does Notion cost compared to Plutio?

Notion's Free plan covers solo users. Plus costs $10/user/month (annual). Business costs $20/user/month. A 10-person team on Business pays $200/month for docs and databases, before adding tools for invoicing, time tracking, and contracts. Plutio Core at $19/month includes projects, invoicing, time tracking, proposals, contracts, CRM, and a client portal. Plutio Max at $199/month adds white-labeling and custom domains, with no per-user fees.

Does Notion have proposals or contracts?

No. Notion has no proposal builder, no interactive pricing tables, no e-signatures, and no contract templates. Freelancers create proposals in PandaDoc or Google Docs and contracts in DocuSign or HelloSign, disconnected from the project database in Notion. Plutio includes both proposal and contract builders with e-signatures and automatic project creation on approval.

Does Notion have a client portal?

Notion offers guest access where clients view specific pages. But guests see the Notion interface and branding throughout. There is no dedicated client portal, no branded login page, and no white-labeling. Clients who check project progress in Notion see Notion's identity, not the freelancer's brand. Plutio includes a fully branded client portal at a custom domain starting at $19/month.

Is Monday.com a good Notion alternative?

Monday.com handles project management and team collaboration with strong visual views and automations. Time tracking exists on the Pro plan ($19/user/month annual). But Monday.com has no invoicing, no proposals, no contracts, and no client portal. Per-user pricing compounds with team size. Monday.com fits teams that need project tracking without client billing features.

Is Asana a good Notion alternative?

Asana handles task management with list, board, calendar, and timeline views. But Asana has no invoicing, no time tracking, no proposals, no contracts, and no client portal. Per-user pricing starts at $10.99/user/month. Asana fits teams focused on internal task management, but freelancers who manage client billing and contracts need additional tools.

Can I white-label Plutio with my own branding?

Yes. Plutio includes white-labeling with custom domains, branded login pages, logo and colors throughout, custom SMTP for email, and CSS customization on every plan starting at $19/month. Notion does not offer white-labeling on any plan, and clients always see the Notion interface and branding.

Can I import data from Notion into Plutio?

Yes. Notion exports workspace data as Markdown, CSV, or HTML. Export project databases as CSV to preserve task names, statuses, and due dates. Upload the CSV to Plutio, and the importer maps fields like Client Name, Project Name, and Task Status. For large workspaces, Plutio's support team assists with bulk data mapping.

Does Plutio have a mobile app?

Yes. Plutio has native iOS and Android apps for managing projects, communicating with clients, tracking time, and sending invoices. The mobile apps sync in real-time with the web platform. Notion also has mobile apps, but the mobile experience in Notion covers docs and databases without the invoicing, time tracking, and client portal features that Plutio includes.

Does Plutio offer a free trial?

Yes. Plutio offers a 14-day free trial with full access to all features. No credit card required. The trial includes proposals, contracts, invoicing with payment collection, project management, time tracking, scheduling, CRM, and the client portal.

What integrations does Plutio support?

Plutio connects to 5,000+ apps through Zapier, including Google Calendar, Stripe, PayPal, QuickBooks, Slack, and more. Plutio also has a REST API for custom integrations. Native integrations include calendar sync, payment processors (Stripe, PayPal, Square), and email services. Notion integrates with Slack, GitHub, Jira, and Figma, plus 200+ apps through its API.

Is Notion's documentation better than Plutio's?

Yes, for large-scale internal wikis. Notion's documentation system supports infinite nested pages, synced blocks, database relations, 35+ block types, and Notion AI. For teams maintaining hundreds of pages of internal documentation, Notion goes deeper. Plutio includes project-level wikis and notes that cover typical freelancer documentation needs, but Notion was built specifically as a documentation-first platform.

Why do freelancers switch from Notion to Plutio?

Most freelancers switch for three reasons: invoicing, time tracking, proposals, and contracts need to live in the same platform as project management instead of running through 5-6 separate tools. Clients need a branded portal at the freelancer's domain instead of shared Notion pages with Notion branding. And flat monthly pricing at $19-$199/month replaces the compound cost of Notion's per-user fees plus every additional tool subscription.

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