| | $9.90/user/month (Starter, $5.90/user annual). Free plan available. | $9/seat/month (Teams, annual) or $10.80/seat/month (monthly). Free plan for 1 seat and 2 projects. | $9/user/month (Starter, annual) or $10/user/month (monthly). Free plan for up to 5 users. | $15/month (Basic, $9/month annual) | $13.99/user/month (Deliver plan, $10.99/user annual) |
| No free plan (14-day trial available) | Free plan (unlimited users, 5 clients, 10 projects) | Free plan for 1 seat and up to 2 projects (unlimited time tracking and invoicing) | Free plan for up to 5 users (unlimited projects, basic reports, no billable rates) | No free plan (trial available) | Free plan for up to 5 users and 5 projects |
| | 15-day free trial on paid plans | 30-day free trial on Teams plan | Free plan available (no trial needed) | | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Full project management with List, Table, Board, Calendar, and Gantt views | Basic project and task structure for time and budget tracking only (no kanban, no Gantt, no dependencies) | Basic project and task management (no kanban, no Gantt, no dependencies) | Basic project and task management | Full project management with List, Board, Table, and Gantt views |
Project roles and permissions | Control exactly who can view or edit each part of a project | Admin and member roles (no granular project-level permissions) | Admin and member roles only (no granular project-level permissions) | Admin and member roles (Premium plan adds billable rate visibility controls) | 4 fixed roles (PMs cannot view financials) | 4 project access levels (full, read-only, overview, hidden) |
| Unlimited boards to run parallel workflows in the same project | Single board per project with multiple views (List, Table, Board) | No board views (list-only task display) | No board views (list-only task display) | Strictly restricted to 1 board per project | |
Embeddable project boards | Live project boards embedded into client portals or websites | No embeddable project boards | No embeddable project boards | | Embedding live project boards is not supported | No embeddable project boards |
| Read-only public links for sharing progress without risk | No shareable project boards | No shareable project boards | No sharable project boards | Portal access only (no public read-only links) | Limited sharing via client portal (no public links) |
Project stages and milestones | Define custom project lifecycles for different types of work | Task statuses only (no formal milestones) | No project stages or milestones | Project status and estimates only (no milestones or stage tracking) | Milestones with Gantt chart visualization | Custom task statuses and milestones with dependencies |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Estimates can be converted to invoices (no proposals or contracts) | Invoices link to tracked time (no proposals or contracts) | No proposals, contracts, or invoicing workflow | Manual linking (no automatic project integration) | Only invoicing is built-in (no proposals or contracts) |
Custom project data fields | Track, sort, filter, and report on custom project data | Limited custom fields (Business plan only) | No custom project data fields | | Text, number, date, URL (no filtering) | Custom fields on projects and tasks (Free: 2, Deliver: 3, Grow+: unlimited) |
| Drag-and-drop tasks across customizable columns | Kanban board view available | | | Kanban view (limited customization) | Board view included on all plans |
| Bulk-edit tasks like a spreadsheet | | Basic list view for tasks (no advanced table features) | Basic list/table view for tasks | Basic table view (no bulk editing) | Table view with bulk editing |
| Clean task lists with clear hierarchy | | Default list view for tasks and projects | Default list view for tasks | Simple list view with basic sorting | List view is the default project view |
| See tasks and deadlines on a calendar | | No calendar view for tasks | Calendar integrations (Google/Outlook) available but no native calendar view | Calendar view for tasks and deadlines | Calendar view shows tasks and deadlines |
| Plan work visually with task order and dependencies | Gantt chart view (Business plan) | | | Gantt chart with drag-and-drop | Gantt chart with dependencies and milestones |
| Break work down into multiple nested levels | | Tasks within projects (no nested subtasks) | Tasks and checklists (no nested subtask hierarchy) | Nested subtasks supported | Nested subtasks supported |
| Turn emails into tasks without manual copying | | | | No email-to-task conversion | Forward emails to create tasks |
| Keep discussions tied directly to each task | Task comments with @mentions | Notes on time entries (no dedicated task comment threads) | Comments on time entries and projects | Comments stay attached to tasks only | Comments with @mentions on tasks |
| Store files directly on the task they belong to | File attachments on tasks | No file attachments on tasks | File attachments on time entries | File attachments (no file manager) | File attachments on tasks |
| Define priority levels that fit your workflow | | | | | 3 default priority levels (high, medium, low) with custom options |
Task labels & color coding | Use unlimited labels to visually organize tasks | Tags and color coding on tasks | No task labels or color coding | | No color coding (labels only) | Tags and color labels on tasks |
| Assign tasks to one or multiple teammates | Multiple assignees per task | | | One assignee per task (no multi-assign) | Multiple assignees per task |
| Reuse task-level structures across projects | Project and task templates | No task or project templates | Project templates (Starter+) | Task templates with dependencies | Task list templates and project templates |
| Control access at the individual task level | Basic permissions via project roles | No task-level permissions | Admin and member role permissions only | Project-level only (no task-level) | Project-level permissions (4 levels, not per-task) |
| Prevent work from starting out of order | Task dependencies with Gantt view (Business plan) | | | Waiting on, Blocking, Related to | Predecessor and successor dependencies |
| Automate repeating work with flexible schedules | Recurring tasks supported | No recurring tasks (recurring time entries only) | | Daily, weekly, monthly, milestones | Recurring tasks with flexible schedules |
| Add task-level fields for tracking custom details | Custom fields on tasks (Business plan only) | No custom task data fields | | Custom fields (text and number only) | Custom fields on tasks (Free: 2, Deliver: 3, Grow+: unlimited) |
| Easily track time using timers or manual entries | Built-in time tracker with timer, manual entry, and desktop widget | Start/stop timer and manual time entry (browser extension, desktop, and mobile) | Full-featured time tracker with start/stop timer, manual entry, browser extension, offline sync, and Pomodoro mode | Timer and manual time entry | Timer and manual time entry built-in |
| Log time directly against tasks and subtasks | | Track time per task with start/stop timer and manual entry | Track time per task with start/stop timer and manual entry | Limited to task-level only (no subtask tracking) | Track time per task and subtask |
| See time spent per project and per client | Track time per project with budget tracking | Time and budget tracking per project with rollup reports and cost analysis | Time rolled up per project with reports | | Track time per project and client |
| Clearly separate billable and non-billable time | Billable and non-billable time tracking | Billable and non-billable categorization with hourly rates per person or project | Billable rates on Starter+ plan ($9/user/month annual) | Billable and non-billable categorization | Billable and non-billable categorization |
| Turn tracked time into invoices without extra steps | Convert tracked time to invoice line items | Auto-populate invoices from tracked billable time (core Harvest feature) | Basic PDF invoice export (limited — no discounts, no payment tracking, Toggl branding on free) | One-click invoice from time entries | Generate invoices from time logs, export to QuickBooks or Xero (no payment collection) |
| View detailed time reports by task, project, or client | Detailed timesheet reports with filtering and export | Detailed timesheet reports with filters by project, client, team member, and date range | 5 report types: Summary, Detailed, Workload, Profitability, My Reports. 11+ filter properties. | Detailed timesheet reports | Detailed timesheet reports with filters |
| See how each team member tracks their time | Team timesheets with approval workflow | Team timesheet views with member-level breakdowns and capacity reporting | Team timesheet views with member-level breakdowns (Starter+) | Per-member timesheets with locking | Company timesheets (Grow+) with approval workflows (all plans) |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | No proposal feature (estimates only) | Estimates/quotes only (not full proposals with contracts or e-signatures) | | Customizable proposals with e-signatures | Not built-in (requires third-party tools) |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | | | | Visual editor (no true drag-and-drop) | |
Reusable proposal templates | Reuse proven proposal layouts across clients | | No reusable proposal templates | | Industry templates plus custom templates | |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | | | | | |
Live messenger on proposals | Answer questions directly while clients review proposals | | No live messenger on proposals | | No live chat in proposals | |
| Move from proposal to contract, invoice, or booking automatically | | No proposal flow automation | | Proposal-contract link only (no scheduler) | |
Convert proposal to invoice | Create invoices directly from approved proposals | Convert estimate to invoice | No proposal-to-invoice conversion (estimates only) | | Auto-generate invoice from accepted proposal | |
| Offer upsells and add-ons directly inside proposals | | No packages or add-ons in proposals | | Packages with single, multi-select options | |
Interactive pricing tables | Let clients choose options before approving | No interactive pricing tables | No interactive pricing tables | | Static pricing only (no client selection) | |
Dynamic data and variables | Auto-fill proposal content with client and project data | No dynamic data/variables | No dynamic data or variables in proposals | | Basic smart fields (limited variables) | |
| Automatically expire proposals after a set date | | Expiration dates on estimates only (no proposals) | | Manual expiry dates (no automation) | |
| | | PDF export available for invoices and estimates | | Basic PDF export (limited branding) | Project reports exportable (no proposal PDFs) |
| Create reusable proposal sections you can reuse on demand | | No reusable content blocks | | Reusable blocks not supported (templates only) | |
Legally binding e-signatures | Collect secure electronic signatures on proposals | | | | Basic e-signatures (limited audit trail) | |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | | No proposal custom data fields | | Text and date custom fields only | |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | | | | Legally vetted templates with e-signatures | |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | | No drag-and-drop contract builder | | Visual editor (no full drag-and-drop) | |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | | No e-signatures on contracts | | Legally binding e-signatures | |
Multi-signature / signees | Collect signatures from multiple people on the same contract | | No multi-signature support | | Multiple signers and recipients | |
Reusable contract templates | Reuse contract structures to create new agreements faster | | | | Industry-specific and custom templates | |
Auto-reminders automation | Automatically follow up until contracts are signed | | No contract auto-reminders | | Auto-reminders (stop after 16 days overdue) | |
| Auto-fill contract content with client and project data | | No dynamic data variables in contracts | | Basic smart fields (limited variables) | |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | | No contract automation triggers | | Contract & proposal triggers only | |
| See when contracts are opened and reviewed | | No contract view notifications | | Basic email notifications (no detailed tracking) | |
PDF download with signature certificate | Download signed contracts with official proof of signature | | No signed contract PDF download | | Basic PDF download (limited certificate) | |
Custom signer data fields | Collect structured signer information during signing | | No custom signer data fields | | Standard fields only (name & 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) | |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Create and send invoices with online payments | Create and send invoices from tracked time with Stripe and PayPal payment collection | Basic PDF invoice generation from time reports (Toggl branding on free, limited fields) | Invoicing with multiple payment options | Basic invoicing from time logs and fixed fees (export to PDF, QuickBooks, Xero; no payment collection) |
| Match invoices to your brand with custom logos, colors, and layout | Branded invoices with logo and company details | Branded invoices with logo and custom colors | Toggl branding on free plan. No custom branding on paid plans either. | Limited branding (logo and colors only) | Basic invoice layout (no drag-and-drop branding) |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Template-based invoice creation (no drag-and-drop) | No drag-and-drop invoice builder (template-based) | | Pre-built templates (no drag-drop) | |
| Edit pricing, quantities, descriptions, and structure freely | | Customizable line items with services catalog | No customizable line items (time entries only) | Line items (no advanced customization) | Basic line items on invoices (time logs and fixed fees) |
Item or invoice discounts | Apply discounts at the item or full invoice level | | Discounts supported on invoices | | Discounts (percentage or fixed, no tiered) | |
| Create tax rules that match your location and use case | | Custom tax rates supported on invoices | | Basic tax configuration (no automation) | |
| Accept bank transfers for lower-fee payments | | ACH bank transfers via Stripe integration | | ACH via Bonsai Payments (US, UK, CA, AU only) | |
| Accept credit and debit cards instantly | | Native Stripe integration for invoice payments | | Stripe payments supported | No native Stripe payment integration |
| Collect in-person payments when needed | | | | | |
| Let clients pay using PayPal | PayPal integration available | Native PayPal integration for invoice payments | | PayPal payments supported | |
Flexible partial payments | Collect deposits and split payments across milestones | Partial payments supported | No partial payment support | | Partial payments (manual milestone setup) | |
| Break invoices into scheduled installments | | No payment plans or installment schedules | | Payment plans (limited automation) | |
Automated recurring invoices | Automatically send invoices on a recurring schedule | | Automated recurring invoices with flexible frequency options | | Weekly, biweekly, monthly, yearly recurrence | |
| Manage ongoing client subscriptions and billing | No subscription management | No subscription management | | Recurring invoices (no subscription portal) | |
Automated payment reminders | Follow up automatically until invoices are paid | Automated payment reminders | Automated payment reminders for overdue invoices | | Automated reminders (stop after 16 days) | |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Reusable invoice templates | Reusable invoice templates available | | Templates available (limited customization) | |
Multiple currency support | Bill clients globally in their local currency | Multiple currency support | Multiple currency support on invoices | Multiple currencies in reports (no multi-currency invoicing) | Multi-currency (manual exchange rates) | Multi-currency support (1 on Free, 5 on Deliver, unlimited on Grow+) |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | No invoice automation triggers | No invoice automation triggers | | Payment & form triggers only | Basic invoice automation via time log triggers |
| See when invoices are opened and paid | No invoice view notifications | Email notifications when invoices are viewed and paid | | Email notifications (no real-time tracking) | Basic invoice notifications (no detailed view tracking) |
Built-in expense tracking | Track project-related costs alongside invoices | Built-in expense tracking with receipt scanning | Built-in expense tracking with receipt photos and reimbursements | No built-in expense tracking | Expense tracking (auto-categorization via bank sync) | Budget tracking per project (no receipt-level expenses) |
| Collect upfront payments before work starts | | No invoice deposit support | | Deposits supported (manual collection) | |
Auto-invoice billable time | Turn tracked time into invoices automatically | Auto-invoice tracked billable time | Core feature — auto-populate invoices from tracked billable time | Manual export to invoice from time reports | Time-to-invoice (manual confirmation required) | Export time to QuickBooks or Xero for invoicing |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | No custom invoice data fields | No custom invoice data fields | | Text and date custom fields only | |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | | | | A unified client inbox is not supported | Project messages and Chat included with paid plans (no unified client inbox) |
| Connect and manage all your email accounts in one place | | | | Send-only (no inbox sync) | Email-to-task and email notifications (no full inbox sync) |
| Add real-time chat to your website and client portals | | | | | |
| Message teammates privately without leaving your workspace | | | | Direct messaging is not supported | Direct messages via Teamwork Chat (included with paid plans) |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Task comments only (no dedicated project conversations) | | | No in-app project messaging | Project-level messages tied to tasks and projects |
| Create shared spaces for team-wide discussions | | | | Team chat is not supported | Team channels via Teamwork Chat (included with paid plans) |
| Organize channels by team, topic, or workflow | | | | | Channels via Teamwork Chat (basic, included with paid plans) |
| Notify teammates instantly inside conversations | @mentions in task comments | | | | @mentions in task comments and messages |
| See when messages are read | | | | Read receipts are not supported | |
| Share files directly inside conversations | No chat (file attachments in task comments only) | | | Share files and links in portal messages | File attachments in task comments (no dedicated chat) |
| Collaborate on incoming emails as a team | | | | | |
| Access and respond to messages on mobile | | | | | iOS and Android apps include messaging |
| Reply from your email client and keep conversations synced | | | | | Email replies create task comments |
| Keep all client and project files in one organized place | File management with proofing and approval | | | Project document storage with client access | File storage on tasks and projects |
Advanced folder organization | Organize files by project, client, or structure you choose | Project-based file organization | | | Project-level only (no granular) | Project-based file organization (no nested folders) |
| Control who can view or edit folders | Project-level access controls | | | Project-level only (no granular) | Project-level permissions control file access |
| Group files by person when needed | No people-specific folders | | | | Files are project-based, not person-based |
| Keep files scoped to each project | Files organized by project | | | Project-based file sections in portal | Files organized within projects |
| Preview files instantly without downloading | In-app file previews with proofing tools | | | | In-app file previews supported |
| Capture file metadata you can sort and filter | No custom file data fields | No custom file data fields | | Contact info only (no CRM fields) | No custom file metadata fields |
| Create and edit documents directly inside Plutio | No built-in document editor | No built-in document editor | | No built-in document editor | Teamwork Spaces is a separate product |
Comments on files and docs | Leave comments directly on files and documents | Comments on files with visual proofing annotations | | | No file commenting system | Comments on task attachments |
| Move, tag, or manage many files at once | | | | | Bulk file select, download, move, copy, and delete |
| Find files quickly using search and filters | | | | | Search across projects and files |
| Sync files with Google Drive or Dropbox | Google Drive and OneDrive integration | | | | Google Drive, Dropbox, OneDrive integrations |
| Restrict access with permissions or passwords | Project-based sharing controls | No secure sharing controls | | | Project-level access controls |
| Share files externally with controlled access | Share files via project links | | | Portal sharing only (no direct file links) | Share via project access (no direct file links) |
| Let clients book meetings directly without back-and-forth emails | Resource scheduling for team bookings (not client booking) | No scheduling or booking feature | No scheduling or booking feature | Booking pages with calendar sync | |
| Build a fully branded, customizable booking system using a drag-and-drop editor | | | | Custom branding on booking pages | |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Resource scheduling with availability view (team-focused) | No availability management | | Event types with availability windows | |
| Add buffer time automatically between meetings | | | | Buffer times (no daily limits) | |
| Create unlimited booking types with different rules and setups | | | | Custom event types with different durations | |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | | No scheduling or calendar sync | Google and Outlook Calendar integrations available | Calendar sync (Google and Outlook only) | No scheduling feature (project calendar sync only) |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | | | | Email customization (limited template control) | |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | | | | Redirect supported (basic URL redirect) | |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | | | | Booking triggers (limited action types) | |
| Send automatic reminders without manual follow-ups | | | | Auto-reminders (email only, no SMS) | |
Automatic timezone detection | Handle timezones automatically without manual adjustments | No timezone detection for bookings | | Automatic timezone detection per user | Timezone detection (basic support) | |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | | | | Require payment to book via Bonsai Payments or Stripe | |
| Build booking forms with full control over questions and layout | | | | Custom intake questions and forms on booking events | |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | | | Notice periods (no per-event daily limits) | |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | | No rescheduling or cancellation controls | | Clients can reschedule or cancel from confirmation email | |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | | | No workflow automation builder | Contract, proposal, invoice, form triggers | Rule-based automations (all plans including Free with 100 actions/month, no visual builder) |
| Start workflows from real events across projects, clients, and payments | No trigger-based workflows | No trigger-based workflows | | Contract signed, proposal accepted, form filled | Task-based triggers: status change, assignee change, due date (all plans) |
| Run workflows on schedules you control, not fixed intervals | No schedule-based workflows | | | | |
| Chain multiple actions into one continuous automation | | | | | Single trigger with multiple actions |
| Create conditional paths instead of one-size-fits-all flows | | | | | |
| Add precise timing between steps, down to minutes or days | | | | | |
| Create, update, or move records automatically across the system | No automated record creation | | | Auto-create (projects and clients only) | Auto-create tasks and update statuses |
| Reorganize work automatically without manual cleanup | No automated move/duplicate | | | | Move tasks between lists and projects |
| Automatically archive or remove records based on rules | No automated delete/archive | | | | Archive tasks and projects manually |
| Trigger or receive real-time events from external systems | | REST API and webhooks available | | Webhooks (outgoing only, no incoming) | Webhooks and REST API available |
| Send automated emails tied to real workflow events | No automated email sending | Automated invoice and reminder emails | | Logo & colors (no custom domain) | Email notifications on triggers (no custom email templates) |
| Add notes or comments automatically where work happens | No automated comment posting | | | | Auto-add comments via triggers |
| See exactly what ran, when, and why | | | | | Automation activity logs with run history |
| Pass data between steps dynamically without manual mapping | | | | | No dynamic variable support in automations |
| Run workflows that span projects, tasks, proposals, invoices, and more | Time entries linked to projects and invoices | No cross-entity automation | | | Automations limited to tasks and projects |
| Build fully branded forms that match your workflow and client experience | | | | Branded intake and questionnaire forms | Intake forms on projects (basic, no branding control) |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | | | | Form editor (no true drag-and-drop) | Drag-and-drop form builder with customization (Grow+ for branding) |
| Reuse form structures without rebuilding from scratch | | | | Form templates with auto-CRM sync | Project templates include intake forms |
| Collect structured data you can sort, filter, and report on | | | | Custom fields (limited field types) | Basic custom fields on intake forms |
| Show or hide fields based on responses, not static forms | | | | Conditional logic (limited complexity) | Conditional logic on forms (If/then on Grow, If/and/or/then on Scale+) |
Instant email notifications | Get notified immediately when forms are submitted | | | | Email notifications (no customization) | Email notifications on form submission |
| Trigger automated workflows when a form is submitted | | | | Basic automation triggers (limited actions) | Form submissions can trigger task creation |
| Embed forms anywhere without layout restrictions | | | | Embed via iframe (limited styling control) | Embeddable forms via iframe code |
Advanced field preferences | Control required, hidden, and default field behavior | | No advanced field preferences | | | Basic field settings only |
Comprehensive field types | Collect text, files, dates, selections, and more | | | | | Text, date, and select fields (limited types) |
| Collect legally binding signatures directly inside forms | | No signature field on forms | | E-signature field (basic, no advanced options) | No signature field on forms |
| Accept file uploads as part of form submissions | | | | Clients can upload files to projects | File upload field available on forms |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | | | | | |
| Manage contacts and companies in one connected system | Client list for invoicing (no lead management) | Basic client and contact list (no CRM pipeline or lead tracking) | Client/project tracking in reports only (no CRM features) | CRM with Deals pipeline for leads | People section for contacts (Teamwork CRM is a separate product) |
| Track organizations, not just individual contacts | Client companies for billing only | | | Companies (basic info only, no hierarchy) | Company records available (basic) |
Custom contact data fields | Collect and manage structured contact data you define | | | | Custom fields (text and select only) | Custom fields via Teamwork CRM add-on only |
Complete activity timeline | See every interaction with a client in one place | | | | Activity log (projects and invoices only) | Task and project activity per person (not a CRM timeline) |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | | No contact labeling or grouping | | Tags (no advanced segmentation) | Tags on people records (basic) |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | No knowledge base or wiki | | | | Teamwork Spaces (integrated on Deliver+, coming soon on Free) |
Beautiful rich text pages | Write structured, formatted content without complexity | | | | | Requires Teamwork Spaces add-on |
| Build deep knowledge hierarchies without limits | | | | | Requires Teamwork Spaces add-on |
Granular page permissions | Control exactly who can view or edit each page | | | | | Requires Teamwork Spaces add-on |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Basic project dashboard with summary views | Basic project and time reporting dashboard (not customizable) | Basic reporting dashboard (not a customizable dashboard builder) | Dashboard (fixed layout, no customization) | Portfolio dashboard with project overview (not fully customizable) |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | | No drag-and-drop dashboard builder | | Pre-configured widgets only | Drag-and-drop dashboard builder (all paid plans) |
| Visualize data with customizable charts | Basic project progress charts | Charts in time and budget reports only | | Charts (revenue and time only) | Project progress and workload charts |
| Track key numbers without manual reporting | Basic time and budget metrics | Time and budget metrics in reports only | | Metrics (revenue and project totals only) | Profitability and utilization metrics (Grow plan+) |
| Monitor progress toward defined goals | | | | | |
| Add contextual notes directly to dashboards | | | | | No notes widget on dashboard |
| View upcoming events alongside work and metrics | No calendar widget on dashboard | | | Calendar widget (upcoming tasks only) | Calendar widget on dashboard |
| Track revenue and expenses in the same view | Basic invoice and expense summaries | Revenue, expense, and invoice reporting but no custom dashboard widgets | | Revenue tracking (invoices only, no expenses) | Budget and profitability tracking (Grow plan+) |
| Run the entire platform under your brand | | | | Documents and portal only (no admin theming) | Custom branding on Grow+ (add your own logo and branding) |
| Apply your brand colors across the system | No custom interface theme | | | No admin interface theming | Color themes on Deliver+ (no Free plan theme customization) |
| Fine-tune styling beyond basic theming | No stylesheet customization | | | | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | | | | Branded login (fixed layout) | Can hide Teamwork logo from login page (Grow+) |
| Send all system emails with your branding | No email branding customization | Logo and branding on invoice emails | | Logo in emails (no custom templates) | Company logo in notifications |
| Use your own fonts throughout the platform | | | | | |
| Replace all platform logos with your own | | Logo upload on invoices and branded documents | | Logo (documents and portal only) | Logo on project templates and notifications |
| Run everything on your own domain | | | | | Custom domain with SSL (Deliver+ plans) |
| Send emails from your own email infrastructure | | | | | |
| Embed Plutio directly into your website or product | | | | | |
| Shape the platform to match how your business works | Workspace organized by projects | Workspaces, projects, tasks, and clients only (no flexible hierarchy) | Workspaces, projects, and clients only (no nested hierarchy) | No workspace customization | Configurable project templates and views |
| Add, remove, or reorder navigation items freely | | | | Fixed menu (no customization) | Customizable navigation (pin/unpin main menu items, reorder project tabs) |
| Show different navigation for different roles | | Fixed menus for all users | | | |
| Create role types beyond preset permissions | Fixed roles (Admin, User) | Admin and member roles only | Admin and member roles (Premium adds rate visibility) | 4 fixed roles (no custom) | Predefined roles (Site Admin, Admin, Standard, Client) |
Advanced user permissions | Control access at a granular level | Basic role-based permissions | Project-level permissions only (admin and member roles) | Admin and member permissions by workspace and project | Project permissions (no granular control) | Project-level permissions (4 levels) |
| Support enterprise-grade single sign-on | | No SSO on Teams plan (Enterprise only) | SSO on Premium plan ($18/user/month annual) | Email & password login only | SSO available via Advanced Security add-on (Enterprise only) |
| Integrate with external systems without lock-in | Zapier, Slack, Google Calendar, QuickBooks, and more | 50+ native integrations including Asana, Trello, Jira, Slack, QuickBooks, Xero, Basecamp, and more | 100+ integrations via browser extension and native connections (Jira, Asana, Salesforce, QuickBooks, Trello, Todoist) | Integrations (Zapier and Make only) | 80+ integrations: Slack, HubSpot, Google Drive, Dropbox, QuickBooks, Xero |
| Connect to thousands of apps without custom code | | | | Zapier (limited triggers and actions) | Zapier integration available |
| Build advanced automation scenarios visually | | Make.com integration supported | Make.com integration via API | Make.com (limited modules) | Make.com integration available |
| Connect services without usage-based limits | Pabbly Connect integration | | | | |
| Build custom integrations with full system access | | | | REST API (read-only, limited endpoints) | |
Incoming & outgoing webhooks | Send and receive real-time events | | Incoming and outgoing webhooks supported | Webhooks via API and Zapier | Webhooks (outgoing only, limited events) | |
| Access your business from native mobile apps | Native iOS and Android apps | iOS and Android apps with timer and time tracking | | Mobile apps (iOS and Android, limited features) | iOS and Android apps available |
| | | | | iOS app (basic features only) | |
| Full-featured Android app | | Full Android app available | Full Android app available | Android app (basic features only) | Full Android app available |
| Native macOS app for desktop workflows | Desktop widget for time tracking | Mac menubar app and browser extension (no full standalone desktop app) | | | Desktop app wraps the web version |
| Native Windows app for desktop workflows | Desktop widget for time tracking | Windows menubar app and browser extension (no full standalone desktop app) | Native Windows desktop app | Web only (no Windows app) | Desktop app wraps the web version |
