Best Pipedrive alternatives for freelancers & agencies (2026)

Pipedrive tracks deals through a visual sales pipeline, but once a deal closes, there's no way to send proposals, sign contracts, manage project tasks, or give clients a portal where they can check progress without emailing you. The deal record stays in the CRM while the actual work gets managed in separate apps.

The right Pipedrive alternative keeps client relationships and project work in one place. When a deal moves to "won," the project is created from a saved template with tasks, timelines, and deliverables already mapped out. From there, clients log into a branded portal to see progress, approve deliverables, and download files, so status updates don't live in your inbox.

This page covers 6 Pipedrive alternatives by what they cost, what they do, and who they're actually for, so the right one stands out without testing all 6.

Last updated March 2026

4.6

TLDR (summary)

Best Pipedrive alternative in 2026: Plutio ($19/month vs Pipedrive's $14/user/month Essential). Pipedrive tracks deals through a sales pipeline but stops when the deal closes. Plutio does the same CRM work, then keeps going once the project starts. The deal becomes a proposal, which becomes a signed contract, which becomes a project with tasks, timelines, and invoicing all connected to the same client record.

Why freelancers switch: Once a deal is marked as won, Pipedrive has nowhere to put the work. There's no built-in proposal builder, no contract signing, no project management with task dependencies, and no client portal for progress updates, so freelancers rebuild every closed deal in a separate project management app while clients email for status.

Why Plutio is the best alternative: Clients get a branded portal where they can see project progress, download files, and approve deliverables without sending a single email. Time tracking feeds directly into invoices, so billing matches the actual work. When scope changes, the proposal, project, and invoice all update together because they're connected to the same client and the same piece of work.

Other alternatives on this page: HoneyBook (handles client booking and payments, but project management is basic), Monday.com (strong project boards, but no proposals, contracts, or invoicing built in). Full comparison below.

What is Pipedrive and what does it do?

Pipedrive is a CRM platform built around a visual sales pipeline. Deals move through customizable stages, and each stage triggers activities like follow-up emails, calls, or task reminders. For sales teams that need to track where every lead stands, Pipedrive keeps the pipeline organized and the next action visible.

The focus is on deal flow: from first contact through qualification to close. Freelancers, agencies, and small sales teams use Pipedrive because the drag-and-drop pipeline makes it obvious which deals need attention and which are stalling.

Pipedrive handles:

Tracking deals through customizable pipeline stages
Logging calls, emails, and activities against contacts
Automating follow-up sequences and reminders
Generating sales reports and revenue forecasts
Syncing with email providers for two-way tracking
Managing contact databases with custom fields

For tracking deals and managing sales conversations, Pipedrive handles these needs. But project management is a paid add-on, there's no proposal or contract builder, invoicing requires third-party tools, and there's no client portal for ongoing work.

What are Pipedrive's limitations?

Pipedrive handles everything up to the closed deal, but once the handshake happens and the real work begins, it steps aside. When a freelancer needs to send a proposal, get a contract signed, assign tasks, track time, and invoice for the work, Pipedrive offers none of that natively.

The gap shows up the moment a deal moves to "won": the CRM record stays in Pipedrive, but the project lives in Asana or Trello, the proposal was built in Google Docs, the contract went through DocuSign, time tracking runs in Toggl, and invoicing happens in QuickBooks. Five tools for one client engagement.

The result? Client information gets duplicated across 3-5 tools. When scope changes, the proposal says one thing, the project plan says another, and the invoice reflects neither. And every status update requires a manual email because there's no client-facing portal.

Common gaps include:

No built-in proposal or contract builder with e-signatures
Project management only available as a paid add-on with limited features
No invoicing, payment collection, or expense tracking
No client portal for progress updates, file sharing, or approvals
Per-user pricing that adds up quickly as teams grow

Freelancers switch when they want the closed deal to become the active project without rebuilding everything in a separate app.

The worst part about Pipedrive is customer support. An account executive offered a discount during trial, then stopped responding after 5 days and two follow-up emails with no way to reach anyone else in sales.
VR
Verified ReviewerSmall Business Owner

What a complete Pipedrive alternative needs

A complete Pipedrive alternative should keep the CRM and deal tracking, but also handle what happens after the deal closes. The alternative should connect proposals, contracts, tasks, files, invoices, and payments to the same client record so the work stays organized from first contact through final payment.

The goal is one place where relationships, agreements, project work, and billing all stay connected, so you're not rebuilding client details in different apps after every closed deal.

A strong alternative should include:

Proposals that can turn into a project plan, so you don't rebuild setup after approval
Contracts with e-signatures tied to the same project, so agreements stay linked to work
Project management for tasks, deadlines, and timelines, so work stays clear day to day
Files and feedback tied to tasks, so reviews and changes don't get lost
Client portal access for progress, files, and approvals, so clients don't chase status
Invoices and payments tied to the project or milestones, so billing matches the plan
Approvals for deliverables and changes, so signoffs are clear
Branding for client-facing pages, so it feels like your business

This is the difference between a tool that tracks the sale and a tool that handles the sale and the work that follows.

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

Pipedrive treats the closed deal as the finish line. For freelancers and agencies, the closed deal is where the work actually starts. The CRM record sits in Pipedrive, but the proposal was built in Google Docs, the contract went through DocuSign, the project plan lives in Asana, time tracking runs in Toggl, and invoicing happens in QuickBooks. Five subscriptions, five logins, and zero connection between them.

Plutio eliminates that disconnect. When a client approves a proposal, Plutio automatically creates the project using your saved template. Tasks pull from the scope you wrote, the contract attaches to the same record, and the client gets access to a branded portal where they can track progress, download files, and approve deliverables, all without a single setup step from you.

What this actually looks like

A new client says yes to your proposal. In Plutio:

The proposal goes out with your pricing, scope, and terms in one document
The client reviews, signs the contract, and pays the deposit in one session
Plutio auto-creates the project with tasks mapped from your proposal scope
An invoice attaches to the project, scheduled to send on your terms
The client gets a branded portal with deadlines, files, and progress visible
Onboarding forms collect the assets and information you need to start
Automations trigger follow-ups and reminders based on real project milestones

No copying data between apps. No rebuilding the project from scratch. No five separate tools for one client engagement.

Why this matters

When client relationships and project work are disconnected, details fall through the cracks. Scope changes in the proposal don't reach the project plan. Time tracked in one app doesn't match the invoice in another. Clients email for updates because there's no portal to check themselves. When everything stays connected:

Clients check progress themselves instead of emailing for updates
Invoices match the work because billing is tied to the same scope
Reminders happen automatically based on real project milestones
Every document, task, and payment traces back to the same client record

That happens because everything is connected instead of scattered across five tools that don't talk to each other.

Switching from Pipedrive

Pipedrive allows CSV export of contacts, deals, and activities. You can import your client list directly into Plutio, map custom fields, and start building project templates around your existing workflows. Plutio has been refined for over 10 years based on feedback from freelancers and agencies who needed more than a CRM.

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. HoneyBook, client booking flow without project depth

HoneyBook combines proposals, contracts, and payments into a single client booking flow. Clients review a proposal, sign the contract, and pay a deposit in one session, which removes the friction between agreement and payment.

The limitation shows up after booking. HoneyBook has no Gantt charts, no task dependencies, and no timeline views for managing ongoing project work. Client portals are limited to document access rather than project progress. Freelancers who manage multi-week or multi-month projects still need a separate project management tool once the booking is confirmed.

HoneyBook works for event-based businesses that collect payment upfront and deliver on a single date.

HoneyBook has no real project management, no time tracking connected to billing, and limited client portal functionality for ongoing work. Growing teams pay $109/month for the Premium plan to unlock collaboration.

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

#3. Monday.com, project boards without client-facing tools

Monday.com handles project management with customizable boards, timeline views, and automations. Teams can build workflows for almost any process, and the visual interface makes it clear who owns what and when things are due.

Monday.com was built for internal team collaboration, not client-facing business operations. Proposals, contracts, invoicing, and branded client portals are not part of the platform. Freelancers who use Monday.com for project work still need separate tools for every client-facing interaction, from sending a proposal to collecting payment.

Monday.com works for internal teams that need customizable project boards and don't require client-facing proposals, contracts, or invoicing.

Monday.com has no proposals, contracts, invoicing, or client portals. The Standard plan starts at $12/seat/month and requires a minimum of 3 seats ($36/month minimum), so solo freelancers pay for unused seats.

Monday.com is great for project management, but when it comes to client-facing work like proposals, contracts, and invoicing, we still need three or four other tools. The total adds up fast.
VR
Verified ReviewerAgency Manager

#4. Dubsado, deep form customization with complex setup

Dubsado offers deep customization for client intake. Forms, workflows, and automations can be configured to match specific business processes, which gives photographers, coaches, and event planners control over every step of client onboarding.

The trade-off is complexity. Initial setup takes weeks because every workflow needs manual configuration. Changes to one automation can break others. And project management happens in separate tools because Dubsado focuses on client intake and document management rather than ongoing project work.

Dubsado works for freelancers who want granular control over intake forms and are willing to invest weeks in setup.

Dubsado requires weeks of setup, workflows break when requirements change, and project management still happens in separate tools. The $40/month plan is the only paid option, and there's no tiered pricing.

If you're looking for Dubsado to work for an email campaign, Dubsado is not really what it's set up for. Dubsado workflows do not work well for drip campaigns with complex automations.
MR
Michelle R.Business Consultant

#5. FreshBooks, invoicing focus with client limits per tier

FreshBooks handles invoicing, payments, and expense tracking. For freelancers whose primary need is getting paid and tracking business finances, FreshBooks covers accounting basics with a standard interface.

The pricing model creates problems as you grow. FreshBooks limits how many clients you can bill on each plan, so adding clients means upgrading to a higher tier, not because you need more features, but because you reached a client cap. There are no proposals, no contracts, no real project management, and no client portal for project work.

FreshBooks works for freelancers whose main need is invoicing, expense tracking, and basic accounting.

FreshBooks limits billable clients per tier, so scaling gets expensive. Project management is basic, and proposals, contracts, and client portals require separate tools.

The pricing tiers are a major pain point. You're limited on the number of clients you can have, and FreshBooks gets expensive quickly as you grow. Plus, the project management side is very underdeveloped.
VR
Verified ReviewerBusiness Owner

#6. Bonsai, contracts and tax prep with basic project tools

Bonsai handles proposals, contracts, invoices, and US tax preparation. For solo freelancers in the United States who want their finances organized for tax season, Bonsai combines business paperwork with basic accounting.

Project management is where Bonsai falls short. Task tracking covers simple to-do lists, but there are no Gantt charts, no task dependencies, and no timeline views for managing multi-phase projects. The client portal is limited to document sharing rather than project visibility, so clients still email for progress updates on ongoing work.

Bonsai works for US-based solo freelancers who primarily need contracts and tax-ready invoicing.

Bonsai has basic task management with no Gantt charts, no dependencies, and limited client portal functionality. The Starter plan is $21/month, and tax features are US-only.

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

The verdict: Why Plutio is the best Pipedrive alternative

To understand the real difference between Pipedrive and Plutio, look at what happens after the deal closes and the actual work begins.

Pipedrive is built around the sales pipeline. Deals move through stages, activities get logged, and revenue forecasts update in real time. For tracking where leads stand and what follow-up is needed, Pipedrive handles that part of the workflow. But once the deal moves to "won," Pipedrive steps aside. There are no proposals with e-signatures, no project templates that auto-create tasks, no time tracking connected to invoicing, and no client portal where clients can see progress without emailing you. The CRM record stays in Pipedrive, but the work happens somewhere else.

Plutio treats the closed deal as the starting point. The proposal becomes the project automatically. Tasks create themselves from saved templates. The client gets a branded portal with visibility into deadlines, files, and deliverables. Invoices tie to the same scope, so billing matches the work. Everything stays connected to the same client record from first contact through final payment, with no data duplication and no tool-switching.

What changes when you switch from Pipedrive to Plutio?

Freelancers who switch keep telling us the same three things:

No more rebuilding projects after closing deals. In Pipedrive, closing a deal is the end of the CRM's usefulness. Freelancers spend 1-2 hours per deal recreating the project scope in Asana, ClickUp, or Trello because Pipedrive has no native project management. In Plutio, the approved proposal becomes the project automatically, with tasks, timelines, and deliverables already mapped from your template.
Clients stop emailing for updates. Pipedrive has no client-facing portal. Every progress update, file share, and status check requires a manual email or a call. In Plutio, clients log into their branded portal to see what's in progress, what's completed, and what's next. The portal cuts 5-10 status emails per week per client.
Invoicing matches the work. When time tracking runs in Toggl and invoicing happens in QuickBooks, copying hours into invoices introduces mistakes. In Plutio, time tracking connects to projects, and those hours turn into invoice line items automatically. The invoice reflects the actual work because billing and project management share the same data.

How does Plutio compare to Pipedrive on price and reviews?

G2 reviews for Pipedrive consistently highlight the same pattern: strong for deal tracking, limited for everything after. Comments like "great CRM but I need Asana for project work" and "wish it had built-in invoicing instead of requiring QuickBooks" appear across hundreds of reviews. Pipedrive holds a 4.3/5 rating on G2 with over 2,900 reviews, but the negative reviews consistently mention missing project management, no invoicing, and poor customer support response times.

The pricing comparison shows where costs add up. Pipedrive Essential starts at $14/user/month (billed annually), but freelancers also need project management (Asana at $10.99/month), time tracking (Toggl at $10/month), invoicing (QuickBooks at $17.50/month), and document signing (DocuSign at $10/month). The total reaches $62.49/month for five disconnected tools. Plutio Core is $19/month and includes CRM, proposals, contracts, project management, time tracking, invoicing, and client portals in one connected system.

Freelancers who switch from Pipedrive plus separate tools to Plutio report cutting admin time by 5-8 hours per week. Those hours went into copying client data between tools, manually creating invoices from time logs, and sending status update emails that a client portal would have handled automatically.

Which tool wins? The feature and pricing comparison

What Pipedrive includes: Visual sales pipeline, deal tracking, email integration, activity logging, sales reports, and workflow automation. Pipedrive Essential costs $14/user/month billed annually. The Projects add-on costs extra.

What Pipedrive lacks: Proposal builder, contract signing, invoicing, payment processing, time tracking connected to billing, client portals with project visibility, and white-labeling. G2 reviewers consistently note needing 3-5 separate tools to handle the work after deals close.

What Plutio adds: CRM, proposals with e-signatures, contracts, full project management (Kanban, Gantt, dependencies), built-in time tracking that feeds invoices, client portals where clients track progress, and complete white-labeling. Plutio Core costs $19/month.

The math: Pipedrive ($14) + Asana ($11) + Toggl ($10) + QuickBooks ($17.50) + DocuSign ($10) = $62.50/month for five disconnected tools. Plutio = $19/month for everything connected.

Best for sales-only teams: Pipedrive handles pipeline management for teams that close deals and hand off to a separate operations team.

Best for freelancers and agencies: Plutio connects the deal to the project to the invoice without switching tools or duplicating data.

The deciding question: Does your work end when the deal closes, or does it begin? If it begins, you need project management, proposals, contracts, and invoicing that Pipedrive does not have.

How do you migrate from Pipedrive to Plutio?

Most freelancers complete the switch in 1-2 hours of setup, then run both tools in parallel for 2-4 weeks while active deals finish in Pipedrive and new projects start in Plutio.

Start your free Plutio trial: Sign up at plutio.com. 14 days free, no credit card required.
Export your Pipedrive contacts: Go to Contacts in Pipedrive, select all, and export as CSV. Pipedrive also lets you export deals, activities, and notes as separate CSV files, so you keep your history.
Import client data into Plutio: Upload your contact CSV to Plutio. The importer maps Pipedrive fields like Name, Email, Phone, and Company directly to Plutio's contact database. Custom fields carry over as well.
Set up proposal templates: Build proposal templates in Plutio with your pricing packages, scope descriptions, and contract terms. Unlike Pipedrive, proposals include contracts and invoices in one flow.
Create project templates: Build project templates with tasks, milestones, and deliverables that match your typical engagements. Templates auto-populate when proposals are approved, so project setup happens without manual work.
Configure your branding: Set up your white-labeled portal with your domain and branding. Clients see your brand on every document, portal page, and email notification.
Connect payment processing: Link your Stripe or PayPal account. Clients pay invoices directly from their portal, and payments reconcile automatically.
Set up automations: Build workflows where signed contracts trigger project creation, task assignment, and client onboarding. Because proposals connect to projects connect to invoicing, you need fewer automations than you had with separate tools.
Run both tools in parallel: For 2-4 weeks, finish active Pipedrive deals while starting new projects in Plutio. Running in parallel avoids disrupting ongoing client work.
Invite clients to their new portal: Send clients access to their Plutio portal. They can view project progress, download files, and pay invoices in one place. Once all active projects are in Plutio, cancel your Pipedrive subscription.

Need help with migration? Sign up, and once you're in, chat with us via the built-in live chat.

Research & Sources

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

Pricing verification sources

Plutio: Official pricing, GetApp reviews
Pipedrive: Official pricing, G2 reviews
HoneyBook: Official pricing
Monday.com: Official pricing
Dubsado: Official pricing
FreshBooks: Official pricing
Bonsai: Official pricing

Verification methodology

For each feature in the comparison table:

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

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

What is the best Pipedrive alternative for freelancers in 2026?

Compare pricing, CRM features, project management, invoicing, and client portals.

PRICING Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Starting price	$19/month (Core plan)	$14/seat/month (Lite plan, billed annually)	$36/month (Starter, $29/month annual)	$9/user/month (Basic, 3 user min)	$28-44/month (Starter plan, Dec 2025 pricing)	$21/month (Lite, 5 clients)	$15/month (Basic, $9/month annual)
Free plan	No free plan (14-day trial available)	No free plan (14-day trial)	No free plan (7-day trial)	Free plan for up to 2 users	No free plan (21-day trial)	No free plan (30-day trial)	No free plan (trial available)
Trial period	14-day free trial	14-day free trial on all plans	7-day trial + 60-day money-back guarantee	Free trial available	21-day free trial (all Premier features)	30-day free trial	7-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Projects add-on with basic task management (Premium plan or add-on)	Projects with task lists and pipeline	Highly flexible project structures	Projects with task boards	Basic project tracking with profitability focus	Basic project and task management
Project roles and permissions	Control exactly who can view or edit each part of a project	Admin and regular user roles (no project-level permissions)	5 team roles with project access control	You can control access at board and item level	3 fixed roles (Basic, Accountant, Admin)	Team member permissions (Admin, Manager, Employee)	4 fixed roles (PMs cannot view financials)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Kanban board in Projects add-on (limited to one view)	You cannot use task boards	You can create unlimited boards	You cannot use task boards	No task boards (list-based tracking only)	Strictly restricted to 1 board per project
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project views	You cannot embed project views	Boards can be embedded	You cannot embed project views	No embeddable project views	Embedding live project boards is not supported
Sharable project boards	Read-only public links for sharing progress without risk	No sharable project boards	You can share projects via the client portal only	Boards can be shared publicly with limits	You can share via the client portal only	Clients can view documents in portal only	Portal access only (no public read-only links)
Project stages and milestones	Define custom project lifecycles for different types of work	Project phases in Projects add-on (no milestone tracking)	You can use pipeline stages, but they are predefined	You can define custom statuses and milestones	You can use project statuses, but no milestones	No project stages or milestones	Milestones with Gantt chart visualization
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Smart Docs for proposals (no contracts or invoicing)	Integrated via Smart Files	Proposals, contracts, and invoices are not supported	Proposals, contracts, and invoices live inside projects	Estimates and invoices connect (no contracts)	Manual linking (no automatic project integration)
Custom project data fields	Track, sort, filter, and report on custom project data	Custom fields on deals, contacts, and projects	Basic custom fields	Custom columns on boards	Basic custom fields	No custom project fields	Text, number, date, URL (no filtering)
Kanban boards	Drag-and-drop tasks across customizable columns	Visual deal pipeline with Kanban layout	You cannot view tasks in a kanban board	Boards can be viewed in Kanban style	Kanban view added in Dubsado 3.0 (Nov 2025)	No Kanban boards	Kanban view (limited customization)
Table view	Bulk-edit tasks like a spreadsheet	List view for deals, contacts, and activities	You cannot view tasks in a table	Boards default to table view	Table view is the default task display in Dubsado 3.0	No table view for tasks	Basic table view (no bulk editing)
List view	Clean task lists with clear hierarchy	List view available for deals and activities	You can view projects in a list	Items can be viewed as lists	You can manage tasks in simple lists	Task list view available	Simple list view with basic sorting
Calendar view	See tasks and deadlines on a calendar	Activity calendar with sync	You can see bookings on a calendar	Calendar view is supported	You can see deadlines and appointments on a calendar	Calendar shows events, not tasks	Calendar view for tasks and deadlines
Gantt view	Plan work visually with task order and dependencies	No Gantt chart view	You cannot view work on a gantt chart	Gantt view is supported on higher plans	You cannot view work on a gantt chart	No Gantt charts	Gantt chart with drag-and-drop
Subtasks	Break work down into multiple nested levels	Sub-tasks in Projects add-on (basic)	You cannot split tasks into subtasks	Subitems are supported	You cannot split tasks into subtasks	No subtasks	Nested subtasks supported
Email to task	Turn emails into tasks without manual copying	No email-to-task conversion	Not supported (email sync only)	Included	You cannot create tasks from emails	No email-to-task conversion	No email-to-task conversion
Task comments	Keep discussions tied directly to each task	Notes and comments on deals and activities	You cannot comment on tasks	You can comment on items	You cannot comment on tasks	Team discussion on projects	Comments stay attached to tasks only
Task attachments	Store files directly on the task they belong to	File attachments on deals and contacts	You can share files, but not attach them to tasks	Files can be attached to items	You can upload files, but not attach them to tasks	Files can be attached to projects	File attachments (no file manager)
Task priorities	Define priority levels that fit your workflow	No task priority levels	You cannot set task priorities	Priority columns are supported	You cannot set task priorities	No task priorities	No priority levels
Task labels & color coding	Use unlimited labels to visually organize tasks	Deal labels with custom colors	You cannot label or color-code tasks	Status and label columns are supported	You cannot label or color-code tasks	No task labels or color coding	No color coding (labels only)
Multiple task assignees	Assign tasks to one or multiple teammates	Single owner per deal or activity	You cannot assign tasks to multiple people	Multiple assignees are supported	You cannot assign tasks to multiple people	Tasks can be assigned to team members	One assignee per task (no multi-assign)
Task templates	Reuse task-level structures across projects	Project templates in Projects add-on	You cannot reuse task templates	Board and item templates are supported	You can reuse workflows and form templates	Project templates available	Task templates with dependencies
Task permissions	Control access at the individual task level	Visibility groups for deals (not per-task permissions)	You cannot set permissions per task	Permissions depend on board setup	You cannot set permissions per task	No task-level permissions	Project-level only (no task-level)
Task dependencies	Prevent work from starting out of order	No task dependencies	You cannot link tasks together	Dependencies are supported	You cannot link tasks together	No task dependencies	Waiting on, Blocking, Related to
Recurring tasks	Automate repeating work with flexible schedules	Recurring activities and revenue tracking	You cannot create recurring tasks	Recurring items are supported	You cannot create recurring tasks	No recurring tasks	Daily, weekly, monthly, milestones
Custom task data fields	Add task-level fields for tracking custom details	Custom fields on deals, contacts, and activities	Basic custom fields	Custom columns on boards	Basic custom fields	No custom task fields	Custom fields (text and number only)
TIME TRACKING Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Time tracking system	Easily track time using timers or manual entries	No built-in time tracking	Basic time tracking (manual entry on desktop, stopwatch on mobile)	Time tracking column (Pro and Enterprise plans only, $19/seat/month)	Built-in time tracker (Premier plan only, enhanced in 3.0)	Timer and manual time entry	Timer and manual time entry
Task-level tracking	Log time directly against tasks and subtasks	No time tracking feature	Project-level only, no task-level tracking	You can track time per item	Time tracker available (Premier plan)	Time tracked per service, not per task	Limited to task-level only (no subtask tracking)
Project-level tracking	See time spent per project and per client	No time tracking feature	Time tracked at project level	Project time requires rollups	Time tracked per project (Premier plan)	Time tracked per project and client	Time tracked per project
Billable time tracking	Clearly separate billable and non-billable time	No time tracking feature	Billable time tracking available	Billable logic is not supported	Billable hours logged to invoices (Premier plan)	Billable and non-billable hours supported	Billable and non-billable categorization
Billable time invoicing	Turn tracked time into invoices without extra steps	No invoicing feature	Invoice from time logs (desktop only)	Invoices are not supported	Tracked time can be added to invoices (Premier plan)	Time entries convert to invoices	One-click invoice from time entries
Timesheet reports	View detailed time reports by task, project, or client	No timesheet feature	Basic time logs per project	Time tracking add-on required	Basic time logs (Premier plan)	Detailed time reports available	Detailed timesheet reports
Team timesheets	See how each team member tracks their time	No timesheet feature	Team members can log time on shared projects	Team views require dashboards	You cannot see team time reports	Team time tracking on higher plans	Per-member timesheets with locking
PROPOSALS Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Smart Docs for proposals and quotes (add-on or Professional+)	Smart files combine proposals and contracts	Monday.com is for project management only	Proposals with pricing tables	Estimates only (not full proposals)	Customizable proposals with e-signatures
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	No visual proposal builder (template-based documents)	You can edit sections, not free drag-and-drop)	Proposals are not supported	You can build proposals using drag-and-drop forms	No visual proposal builder	Visual editor (no true drag-and-drop)
Reusable proposal templates	Reuse proven proposal layouts across clients	Reusable Smart Docs templates with auto-fill	You can use proposal templates	Proposals are not supported	You can use proposal templates	Estimate templates available	Industry templates plus custom templates
Real-time proposal analytics	See exactly when proposals are opened and reviewed	Document open tracking and notifications	You can see when a proposal is viewed	Proposals are not supported	You cannot see proposal view analytics	No proposal view tracking	Real-time view tracking
Live messenger on proposals	Answer questions directly while clients review proposals	No in-document messaging	You cannot chat inside proposals	Proposals are not supported	You cannot chat inside proposals	No in-proposal messaging	No live chat in proposals
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Deal stage automation when document signed	Complete Smart Files flow	Not supported	You can add proposal items like services or products	Estimate to invoice only	Proposal-contract link only (no scheduler)
Convert proposal to invoice	Create invoices directly from approved proposals	No invoice feature	Accepted proposals create invoices	Invoices are not supported	Accepted proposals create invoices	Convert estimates to invoices	Auto-generate invoice from accepted proposal
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No packages or add-ons in proposals	You can offer packages and add-ons	Proposal pricing is not supported	You can offer packages and add-ons	No packages or add-ons	Packages with single, multi-select options
Interactive pricing tables	Let clients choose options before approving	No interactive pricing tables	Pricing updates dynamically	Not supported	Pricing updates based on selections	Static pricing only	Static pricing only (no client selection)
Dynamic data and variables	Auto-fill proposal content with client and project data	Auto-populated deal and contact fields in Smart Docs	You can use smart fields	Not supported	You can use smart fields	Basic placeholders available	Basic smart fields (limited variables)
Expiration dates	Automatically expire proposals after a set date	No document expiration dates	You can set proposal expiry	Not supported	You cannot set proposal expiry dates	Manual expiry dates on estimates	Manual expiry dates (no automation)
PDF Export	Download as branded PDFs	PDF export for Smart Docs	You can download proposal PDFs	Included	You can download proposal PDFs	PDF export included	Basic PDF export (limited branding)
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No reusable content blocks	You can reuse proposal sections	Not supported	You can reuse form sections	No reusable content blocks	Reusable blocks not supported (templates only)
Legally binding e-signatures	Collect secure electronic signatures on proposals	E-signatures on Smart Docs (Professional plan and above)	Clients can sign online	Monday.com has no e-signatures	Clients can sign documents online	No e-signatures	Basic e-signatures (limited audit trail)
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Custom deal fields populate into documents	Basic custom fields	Proposals are not supported	Basic custom fields	No custom proposal fields	Text and date custom fields only
CONTRACTS Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Smart Docs for basic document signing (not a full contract builder)	Smart files combine contracts and invoices	Monday.com does not handle contracts	Contract creation with automation	Contracts not supported	Legally vetted templates with e-signatures
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	No contract builder	You cannot visually build contracts	Form view is supported	You can build contracts using form blocks	No contract builder	Visual editor (no full drag-and-drop)
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	E-signatures on Smart Docs (Professional plan and above)	Contracts support legal e-signatures	E-signatures are not supported	Contracts support legal e-signatures	No e-signatures	Legally binding e-signatures
Multi-signature / signees	Collect signatures from multiple people on the same contract	Multiple signers supported on Smart Docs	You can collect multiple signatures, with fixed roles	Contracts are not supported	You can collect multiple signatures, setup is limited	Not supported	Multiple signers and recipients
Reusable contract templates	Reuse contract structures to create new agreements faster	Smart Docs templates (not contract-specific)	You can use contract templates	Contracts are not supported	You can use contract templates	No contract templates	Industry-specific and custom templates
Auto-reminders automation	Automatically follow up until contracts are signed	Activity reminders (not document-specific reminders)	You can send automatic reminders	Contract reminders are not supported	Reminders send automatically	No contract reminders	Auto-reminders (stop after 16 days overdue)
Dynamic data/variables	Auto-fill contract content with client and project data	Auto-fill deal and contact data in documents	You can use smart fields in contracts	Contracts are not supported	You can use smart fields in contracts	Not applicable	Basic smart fields (limited variables)
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Deal stage change on document signature	Contracts can trigger workflows	Automations apply to items, not payments	Contracts trigger workflows	Not supported	Contract & proposal triggers only
View notifications	See when contracts are opened and reviewed	Notifications when documents are opened	You receive contract notifications	Payment notifications are not supported	You receive signing notifications	Email notifications when viewed	Basic email notifications (no detailed tracking)
PDF download with signature certificate	Download signed contracts with official proof of signature	PDF download of signed documents (no signature certificate)	You can download signed PDFs	Contracts are not supported	You can download signed PDFs	Not applicable	Basic PDF download (limited certificate)
Custom signer data fields	Collect structured signer information during signing	No custom signer fields	You cannot customize signer fields	Contracts are not supported	You cannot customize signer fields	Not applicable	Standard fields only (name & email)
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Custom deal fields only	Basic custom fields	Contracts are not supported	Basic custom fields	Not applicable	Custom fields (contact info only)
INVOICES & PAYMENTS Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	No native invoicing (third-party integrations only)	Invoices with instant online payments	Monday.com does not handle billing	Invoices with payment plans	Full invoicing with online payments	Invoicing with multiple payment options
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Not applicable	You can brand invoices	Invoices are not supported	You can brand invoices	Customizable invoice branding	Limited branding (logo and colors only)
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Not applicable	Fixed themes (non-customizable layouts)	Invoices are not supported	Requires manual setup	Template-based editor only	Pre-built templates (no drag-drop)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Product catalog with custom fields (not invoicing)	You can edit line items	Invoices are not supported	You can edit line items	Fully customizable line items	Line items (no advanced customization)
Item or invoice discounts	Apply discounts at the item or full invoice level	Not applicable	You can apply discounts	Invoices are not supported	You can apply discounts	Discounts supported	Discounts (percentage or fixed, no tiered)
Customizable taxes	Create tax rules that match your location and use case	Tax fields on products (not invoicing)	You can set tax rates	Invoices are not supported	You can set tax rates	Custom tax rates	Basic tax configuration (no automation)
ACH payments	Accept bank transfers for lower-fee payments	Not applicable	You can accept bank transfers	Payments are not supported	You can accept bank payments	ACH bank payments supported	ACH via Bonsai Payments (US, UK, CA, AU only)
Stripe integration	Accept credit and debit cards instantly	Via Zapier or third-party invoicing integration	You can accept payments via Stripe	Stripe works via third-party tools	You can accept payments via Stripe	Stripe payments supported	Stripe payments supported
Square integration	Collect in-person payments when needed	Not applicable	You cannot accept payments via Square	Payments are not supported	You cannot accept payments via Square	Square not integrated	Not supported
PayPal integration	Let clients pay using PayPal	Via Zapier or third-party invoicing integration	You cannot accept payments via PayPal	Possible via integrations only	You cannot accept payments via PayPal	PayPal payments supported	PayPal payments supported
Flexible partial payments	Collect deposits and split payments across milestones	Not applicable	You can accept partial payments	Payments are not supported	You can accept partial payments	Partial payments supported	Partial payments (manual milestone setup)
Payment plans	Break invoices into scheduled installments	Not applicable	You can split invoices into payments	Payments are not supported	You can split invoices into payments	Manual setup required	Payment plans (limited automation)
Automated recurring invoices	Automatically send invoices on a recurring schedule	Not applicable	You can schedule payments, not subscriptions	Invoices are not supported	You can schedule invoices, not subscriptions	Recurring invoices supported	Weekly, biweekly, monthly, yearly recurrence
Subscription management	Manage ongoing client subscriptions and billing	Recurring revenue tracking (not subscription billing)	You cannot manage subscriptions	Subscriptions are not supported	You cannot manage subscriptions	Retainers available on Plus plan	Recurring invoices (no subscription portal)
Automated payment reminders	Follow up automatically until invoices are paid	Not applicable	Payment reminders send automatically	Payments are not supported	Payment reminders send automatically	Automated late payment reminders	Automated reminders (stop after 16 days)
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Not applicable	You can reuse invoice templates	Invoices are not supported	You can reuse invoice templates	Invoice templates available	Templates available (limited customization)
Multiple currency support	Bill clients globally in their local currency	Multi-currency deal tracking supported	You can use one account currency only	Board currency columns exist	You can use one account currency	Multi-currency supported	Multi-currency (manual exchange rates)
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Not applicable	Contracts can trigger workflows	Automations apply to items, not payments	Contracts trigger workflows	Limited automation	Payment & form triggers only
View notifications	See when invoices are opened and paid	Notifications when documents are opened	You receive contract notifications	Payment notifications are not supported	You receive signing notifications	Email notifications when viewed	Email notifications (no real-time tracking)
Built-in expense tracking	Track project-related costs alongside invoices	No expense tracking	You cannot track expenses	Expenses are not supported	You cannot track expenses	Full expense tracking with receipts	Expense tracking (auto-categorization via bank sync)
Invoice deposits	Collect upfront payments before work starts	Not applicable	You can request deposits	Invoices are not supported	You can request deposits	Deposit invoicing supported	Deposits supported (manual collection)
Auto-invoice billable time	Turn tracked time into invoices automatically	Not applicable	There is no time to convert	Monday.com has no invoicing	There is no time to convert	Time to invoice conversion	Time-to-invoice (manual confirmation required)
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Not applicable	Basic custom fields	Invoices are not supported	Basic custom fields	No custom invoice fields	Text and date custom fields only
INBOX Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Email inbox for sales communications (not a unified inbox)	Messages and emails live in one inbox	Updates inbox exists for board activity	Messages and emails live in one place	No unified inbox	A unified client inbox is not supported
Full email integration	Connect and manage all your email accounts in one place	Full email sync with Gmail and Outlook (two-way)	You can sync your email	Email-to-board is supported	You can sync your email	No email integration	Send-only (no inbox sync)
Embeddable live chat	Add real-time chat to your website and client portals	Live chat via LeadBooster add-on	You cannot add live chat to your site	Live chat is not supported	You cannot add live chat to your site	No live chat	Not supported
Instant direct messages	Message teammates privately without leaving your workspace	No direct messaging between users	You cannot DM teammates	Direct messages are supported	You cannot DM teammates	No direct messaging	Direct messaging is not supported
Contextual project conversations	Keep conversations tied directly to the project they belong to	Deal and activity notes with team mentions	Messages are tied to projects	Comments stay tied to items	Messages are tied to projects	Project discussions available	No in-app project messaging
Team channels	Create shared spaces for team-wide discussions	No team channels	You cannot create team channels	Updates act like channels	You cannot create team channels	No team channels	Team chat is not supported
Customized channels	Organize channels by team, topic, or workflow	Not applicable	Channels are not supported	Board updates can be organized	Channels are not supported	Not applicable	Not supported
@mentions	Notify teammates instantly inside conversations	@mention team members in notes	You cannot mention teammates	@mentions are supported	You cannot mention teammates	No @mentions	Not supported
Message read receipts	See when messages are read	Email open tracking (not message read receipts)	You can see when clients read messages	Seen indicators exist in updates	You can see when clients read messages	No read receipts	Read receipts are not supported
File sharing in chat	Share files directly inside conversations	No chat feature	You can share files in messages	Files can be shared in updates	You can share files in messages	No chat feature	Share files and links in portal messages
Shared email inbox	Collaborate on incoming emails as a team	No shared inbox (individual email sync only)	Team email is not shared	Not supported	Team email is not shared	No shared inbox	Not supported
Inbox mobile app	Access and respond to messages on mobile	Email accessible in mobile app	Mobile inbox available	Mobile app includes inbox	Mobile inbox available	No inbox in app	Not supported
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies sync to deal history	Email replies sync to conversations	Email replies create board items	Email replies sync to conversations	No inbox sync	Not supported
FILES Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Store and manage files	Keep all client and project files in one organized place	File attachments on deals and contacts (no centralized file manager)	Files exist per project only	Files are item-based, not a file system	Files are stored per project only	Basic file storage in projects	Project document storage with client access
Advanced folder organization	Organize files by project, client, or structure you choose	No folder organization	Fixed themes (non-customizable layouts)	3-level folder hierarchy within workspaces	Requires manual setup	No folder organization	Project-level only (no granular)
Folder permissions	Control who can view or edit folders	No folder permissions	Fixed themes (non-customizable layouts)	Board-level permissions only	Requires manual setup	No folder permissions	Project-level only (no granular)
People folders	Group files by person when needed	Not supported	Fixed themes (non-customizable layouts)	Files are item-attached, not person-based	Requires manual setup	Not supported	Not supported
Project folders	Keep files scoped to each project	Not supported	Fixed themes (non-customizable layouts)	Files organize within board folders	Requires manual setup	Files organized by project	Project-based file sections in portal
In-app previews	Preview files instantly without downloading	Basic file previews for common formats	Fixed themes (non-customizable layouts)	Files Gallery preview view	Requires manual setup	Basic file previews	Not supported
Custom file data fields	Capture file metadata you can sort and filter	No custom file fields	You can add custom fields	Custom form fields are supported	You can add custom fields to forms and records	No custom file fields	Contact info only (no CRM fields)
Built-in documents	Create and edit documents directly inside Plutio	Smart Docs for document creation (not a full document editor)	Fixed themes (non-customizable layouts)	WorkDocs for embedded editing	Requires manual setup	No document editor	No built-in document editor
Comments on files and docs	Leave comments directly on files and documents	No file comments	Fixed themes (non-customizable layouts)	File annotation and comments	Requires manual setup	No file comments	No file commenting system
Bulk file actions	Move, tag, or manage many files at once	No bulk file actions	Fixed themes (non-customizable layouts)	Bulk select in Files Column	Requires manual setup	No bulk actions	Not supported
Files search & filter	Find files quickly using search and filters	Search files within deals and contacts	Fixed themes (non-customizable layouts)	Search across boards and files	Requires manual setup	Basic search	Not supported
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive and OneDrive integrations	Fixed themes (non-customizable layouts)	Google Drive, Dropbox, Box, OneDrive	Requires manual setup	Dropbox and Google Drive integrations	Not supported
Secure sharing controls	Restrict access with permissions or passwords	Visibility groups for deal access	Fixed themes (non-customizable layouts)	Board-level sharing controls	Requires manual setup	Basic sharing via portal	Not supported
File sharing links	Share files externally with controlled access	Smart Docs sharing links (not general file sharing)	Fixed themes (non-customizable layouts)	Board link sharing only	Requires manual setup	No shareable file links	Portal sharing only (no direct file links)
SCHEDULING Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Meeting Scheduler included (Growth plan and above)	Scheduler with intake forms	Monday.com does not have scheduling	Custom scheduler with workflows	No scheduling features	Booking pages with calendar sync
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Scheduling page with limited branding	Branding options are limited	Booking pages are not supported	Branding options are limited	No booking pages	Custom branding on booking pages
Advanced availability management	Define flexible availability rules applied automatically to bookings	General availability and specific time proposals	You can control availability	Scheduling is not supported	You can control availability	Not applicable	Event types with availability windows
Automatic buffer times	Add buffer time automatically between meetings	Buffer and time settings between appointments	You can add buffer times	Scheduling is not supported	You can add buffer times	Not applicable	Buffer times (no daily limits)
Multiple meeting types	Create unlimited booking types with different rules and setups	One meeting link on Growth plan (unlimited on higher plans)	You can offer multiple session types	Scheduling is not supported	You can offer multiple appointment types	Not applicable	Custom event types with different durations
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google Calendar and Outlook sync	Fixed themes (non-customizable layouts)	Calendar sync is supported	Requires manual setup	Calendar sync for late payments only	Calendar sync (Google and Outlook only)
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Basic confirmation emails	Confirmation customization is limited	Scheduling is not supported	Confirmation customization is limited	Not applicable	Email customization (limited template control)
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	No redirect after booking	You cannot redirect after booking	Scheduling is not supported	You cannot redirect after booking	Not applicable	Redirect supported (basic URL redirect)
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Activity created on booking (limited automation)	Contracts can trigger workflows	Automations apply to items, not payments	Contracts trigger workflows	Not applicable	Booking triggers (limited action types)
Smart meeting reminders	Send automatic reminders without manual follow-ups	Activity reminders (not meeting-specific reminders)	Meeting reminders send automatically	Notifications exist, not bookings	Meeting reminders send automatically	Not applicable	Auto-reminders (email only, no SMS)
Automatic timezone detection	Handle timezones automatically without manual adjustments	Automatic timezone detection for scheduling	Timezones adjust automatically	Timezone exists per account	Timezones adjust automatically	Timezone support for invoicing	Timezone detection (basic support)
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	No paid appointments	Fixed themes (non-customizable layouts)	Monday.com has no scheduling	Requires manual setup	Not applicable	Require payment to book via Bonsai Payments or Stripe
Custom booking forms	Build booking forms with full control over questions and layout	Extra fields on booking page (limited customization)	Booking forms are fixed	Booking forms are not supported	Booking forms are fixed	Not applicable	Custom intake questions and forms on booking events
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	Minimum notice and scheduling window settings	You can set booking limits	Scheduling is not supported	You can set booking limits	Not applicable	Notice periods (no per-event daily limits)
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Basic rescheduling option on booking page	Clients can reschedule or cancel	Monday.com has no scheduling	Clients can reschedule or cancel	Not applicable	Clients can reschedule or cancel from confirmation email
AUTOMATION Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Visual workflow automation builder (Growth plan and above)	AI-powered workflow builder with branching	AI-powered cross-board workflows	Visual node-based Flows builder	No workflow builder	Contract, proposal, invoice, form triggers
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Deal, activity, contact, and email triggers	You can automate actions with workflows	Item-based automations are supported	You can automate automation actions with workflows	Limited payment and invoice triggers	Contract signed, proposal accepted, form filled
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Recurring activities only (no schedule-based automations)	Workflows cannot repeat on a schedule	Recurring automations exist with limits	Workflows cannot repeat on a schedule	Recurring invoices only	Not supported
Multi-step workflows	Chain multiple actions into one continuous automation	Multi-step automation sequences supported	Workflows can include multiple steps	Multi-step automations are supported	Workflows can include multiple steps	No multi-step automation	Not supported
True/False branching	Create conditional paths instead of one-size-fits-all flows	Conditional actions (Premium plan and above)	Branching exists, but options are limited	Conditional logic is supported	Branching exists, but is limited	No conditional logic	Not supported
Delay-based actions	Add precise timing between steps, down to minutes or days	Wait and delay actions in workflows	You can delay workflow steps	Delays are supported	You can delay workflow steps	Payment reminder delays	Not supported
Create & update records	Create, update, or move records automatically across the system	Create and update deals, contacts, and activities	Creation actions are limited	Tasks and boards can be created automatically	Creation actions are limited	No record automation	Auto-create (projects and clients only)
Move & duplicate records	Reorganize work automatically without manual cleanup	Move deals between pipelines (no duplicate action)	Items cannot be duplicated automatically	Items can duplicate automatically	Items cannot be duplicated automatically	Not supported	Not supported
Delete & archive records	Automatically archive or remove records based on rules	Archive deals (no delete automation)	Items cannot be deleted via automation	Items can delete automatically	Items cannot be deleted automatically	Not supported	Not supported
API calls (webhooks)	Trigger or receive real-time events from external systems	Webhooks and API integrations supported	You cannot use APIs or webhooks	API and webhooks are supported	You cannot use APIs or webhooks	Limited webhook support	Webhooks (outgoing only, no incoming)
Send emails	Send automated emails tied to real workflow events	Send automated emails from workflows	Workflows can send emails	Emails can be sent via automations	Workflows can send emails	Automated invoice and reminder emails	Logo & colors (no custom domain)
Post comments	Add notes or comments automatically where work happens	Add notes via automation (not comments)	You cannot post comments via automation	Updates via automations	You cannot post comments via automation	No automated comments	Not supported
Complete automation logs	See exactly what ran, when, and why	Automation execution history and logs	You cannot view automation logs	Automation logs are supported	You cannot view automation logs	Basic activity history	Not supported
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Dynamic field values in automation actions	You can use smart fields	Formula and column values can be reused	You can use smart fields	Basic invoice placeholders	Not supported
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Deals link to contacts, organizations, and activities	Forms, bookings, and payments trigger workflows	Cross-board automations are supported	Forms, payments, and bookings trigger workflows	Clients link to invoices and projects	Not supported
FORMS Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Web forms via LeadBooster add-on (limited branding)	Questionnaires with limited styling	WorkForms with branding and conditional logic	Branded forms with smart fields	No form builder	Branded intake and questionnaire forms
Drag-and-drop form builder	Design forms visually with full layout control, no code required	LeadBooster form builder (basic)	You cannot visually build contracts	Form view is supported	You can build contracts using form blocks	Not applicable	Form editor (no true drag-and-drop)
Reusable form templates	Reuse form structures without rebuilding from scratch	No form templates	You cannot reuse form templates	Forms can be reused	You can reuse form templates	Not applicable	Form templates with auto-CRM sync
Custom form data fields	Collect structured data you can sort, filter, and report on	Custom fields from CRM available on forms	You can add custom fields	Custom form fields are supported	You can add custom fields to forms and records	Not applicable	Custom fields (limited field types)
Smart conditional logic	Show or hide fields based on responses, not static forms	No conditional logic on forms	Fields cannot change based on answers	Conditional logic exists in forms	Fields can change based on answers	Not applicable	Conditional logic (limited complexity)
Instant email notifications	Get notified immediately when forms are submitted	Notifications on form submission	You can email on submission	Notifications can trigger on submit	You can email on submission	Not applicable	Email notifications (no customization)
Form automation triggers	Trigger automated workflows when a form is submitted	Lead created triggers automation on form submission	Contracts can trigger workflows	Automations apply to items, not payments	Contracts trigger workflows	Not applicable	Basic automation triggers (limited actions)
Embed forms	Embed forms anywhere without layout restrictions	Embeddable web forms on websites	You can embed forms	Forms can be embedded	You can embed forms	Not applicable	Embed via iframe (limited styling control)
Advanced field preferences	Control required, hidden, and default field behavior	No advanced field preferences	Field behavior is fixed	WorkForms conditional logic	Field behavior is limited	Not applicable	Not supported
Comprehensive field types	Collect text, files, dates, selections, and more	Basic text, phone, email, and dropdown fields	Field types are limited	Many field types supported	Field types are limited	Not applicable	Not supported
Form signature field	Collect legally binding signatures directly inside forms	No signature field on forms	Forms can include signatures	Signatures are not supported	Forms can include signatures	Not applicable	E-signature field (basic, no advanced options)
File upload fields	Accept file uploads as part of form submissions	No file upload on forms	File uploads are limited	File uploads via WorkForms	Clients can upload files	Not applicable	Clients can upload files to projects
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Custom redirect URL after form submission	You cannot redirect after submit	Thank you screen only	You cannot redirect after submit	Not applicable	Not supported
CRM Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Manage clients and leads	Manage contacts and companies in one connected system	Full CRM with lead and deal management	Pipeline with AI lead prioritization	Contacts via boards, not native CRM	CRM with auto-created client records	Client management included	CRM with Deals pipeline for leads
Full company management	Track organizations, not just individual contacts	Organization management with linked contacts	Companies exist, but contacts come first	Companies can be modeled manually	Companies exist, contacts come first	Client records only (no companies)	Companies (basic info only, no hierarchy)
Custom contact data fields	Collect and manage structured contact data you define	Custom fields on contacts and organizations	You can add CRM fields	Custom CRM fields are supported	You can add CRM fields	No custom client fields	Custom fields (text and select only)
Complete activity timeline	See every interaction with a client in one place	Full activity timeline on deals and contacts	You can see full activity history	Activity is board-based	You can see full activity history	Client activity history available	Activity log (projects and invoices only)
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Labels, filters, and custom views for contacts	You can tag and segment contacts	Tags and status columns are supported	You can tag and segment contacts	No labels or grouping	Tags (no advanced segmentation)
WIKI Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No knowledge base	You cannot create an internal wiki	Docs are supported, not a wiki system	You cannot create an internal wiki	No knowledge base	Not supported
Beautiful rich text pages	Write structured, formatted content without complexity	Not applicable	Not supported (requires integration)	Not supported	Not supported	Not applicable	Not supported
Unlimited nested pages	Build deep knowledge hierarchies without limits	Not applicable	Not supported (requires integration)	Not supported	Not supported	Not applicable	Not supported
Granular page permissions	Control exactly who can view or edit each page	Not applicable	Not supported (requires integration)	Not supported	Not supported	Not applicable	Not supported
DASHBOARDS Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Custom dashboards with drag-and-drop reports	HoneyBook does not have custom dashboards	Custom dashboard widgets	Dubsado has a home page, not custom dashboards	Financial dashboard only	Dashboard (fixed layout, no customization)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Drag-and-drop dashboard with custom reports	Limited dashboard widgets	Paid ($)	Included	No custom dashboard builder	Pre-configured widgets only
Charts widget	Visualize data with customizable charts	Deal, activity, and revenue charts	Basic charts only	Included	Requires manual setup	Financial charts available	Charts (revenue and time only)
Metrics widget	Track key numbers without manual reporting	Key sales metrics and KPIs displayed	Basic metrics only	Included	Included	Key financial metrics displayed	Metrics (revenue and project totals only)
Goals widget	Monitor progress toward defined goals	Sales goals and progress tracking	Not supported (requires integration)	Paid ($)	Not supported	No goals widget	Not supported
Notes widget	Add contextual notes directly to dashboards	No notes widget on dashboard	Not supported (requires integration)	Included	Not supported	No notes widget	No notes widget
Calendar widget	View upcoming events alongside work and metrics	No calendar widget on dashboard	Calendar on dashboard	Included	Included	No calendar widget	Calendar widget (upcoming tasks only)
Financial widgets	Track revenue and expenses in the same view	Revenue and deal value reports (not full financial widgets)	Revenue & invoice tracking	No financial widgets in Monday	Included	Comprehensive financial widgets	Revenue tracking (invoices only, no expenses)
BRANDING Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
White-label and branding	Run the entire platform under your brand	No white-labeling	HoneyBook branding, not white-label	Monday.com branding always visible	Dubsado branding, not white-label	Branding on invoices only	Documents and portal only (no admin theming)
Custom interface theme	Apply your brand colors across the system	No interface customization	Color themes on Deliver+ (no Free plan theme customization)	Board colors can be customized	Color themes on Deliver+ (no Free plan theme customization)	No interface customization	No admin interface theming
Stylesheet customization	Fine-tune styling beyond basic theming	No CSS customization	You cannot apply custom CSS	Custom CSS is not supported	You cannot apply custom CSS	No CSS customization	No CSS customization
Custom login/signup pages	Use branded authentication pages instead of generic screens	No custom login pages	Login pages cannot be customized	Custom login pages are not supported	Login pages cannot be customized	No custom login pages	Branded login (fixed layout)
Email branding	Send all system emails with your branding	Email templates with logo and branding	You can brand outgoing emails	Email branding is limited	You can brand outgoing emails	Logo on emails (Premium only)	Logo in emails (no custom templates)
Custom brand fonts	Use your own fonts throughout the platform	No custom fonts	You cannot use custom fonts	Not supported	You cannot use custom fonts	No custom fonts	No custom fonts
Custom brand logos	Replace all platform logos with your own	Logo upload on documents and emails	You can add your logo	Paid ($)	You can add your logo	Logo upload supported	Logo (documents and portal only)
Custom domain name	Run everything on your own domain	No custom domain	Not supported (requires integration)	Not supported	Not supported	No custom domain	No custom domain
Custom email SMTP	Send emails from your own email infrastructure	Custom email domain for sending (not full SMTP)	Not supported (requires integration)	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 (requires integration)	Not supported	Not supported	No workspace embedding	No workspace embedding
CUSTOMIZATION Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Flexible workspace setup	Shape the platform to match how your business works	Multiple pipelines and custom stages	HoneyBook has fixed workspace	Workspace only	Dubsado has fixed workspace	Fixed workspace structure	No workspace customization
Main menu editor	Add, remove, or reorder navigation items freely	Sidebar items can be reordered (limited)	You cannot customize navigation	Workspace structure can be adjusted	You cannot customize navigation	No menu customization	Fixed menu (no customization)
User-based menus	Show different navigation for different roles	Visibility groups control deal access (not menu control)	Menus are the same for all users	Menus cannot change per user	Menus are the same for all users	Fixed menus for all users	Same menu for all users
Custom user roles	Create role types beyond preset permissions	Admin, regular user, and custom visibility groups	You cannot define custom roles	Roles exist with limits	You cannot define custom roles	3 fixed roles only	4 fixed roles (no custom)
Advanced user permissions	Control access at a granular level	Permission sets with granular access controls (Professional+)	Permissions are not configurable	Advanced permissions are supported	Permissions are not configurable	Basic permission levels	Project permissions (no granular control)
SSO / OAuth	Support enterprise-grade single sign-on	SAML SSO (Enterprise plan and above)	You cannot use SSO	Email & password login only	You cannot use SSO	No SSO support	Email & password login only
INTEGRATIONS Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Connect with other tools	Integrate with external systems without lock-in	400+ integrations in Pipedrive Marketplace	Zapier only	200+ integrations plus marketplace	Zapier only	100+ integrations available	Integrations (Zapier and Make only)
Zapier integration	Connect to thousands of apps without custom code	Full Zapier integration supported	You can connect HoneyBook to Zapier	Zapier is supported	You can connect Dubsado to Zapier	Zapier supported	Zapier (limited triggers and actions)
Make.com integration	Build advanced automation scenarios visually	Make.com integration supported	You cannot connect via Make	Make is supported	You cannot connect via Make	Make.com supported	Make.com (limited modules)
Pabbly Connect	Connect services without usage-based limits	Possible via API	You cannot connect via Pabbly	Possible via API	You cannot connect via Pabbly	Limited Pabbly support	No Pabbly integration
Full REST API access	Build custom integrations with full system access	Full REST API available	You cannot access an API	REST API is supported	You cannot access an API	Developer API available	REST API (read-only, limited endpoints)
Incoming & outgoing webhooks	Send and receive real-time events	Webhooks supported for real-time events	You cannot use webhooks	Webhooks are supported	You cannot use webhooks	Limited webhook support	Webhooks (outgoing only, limited events)
PLATFORM Collapse	Plutio 198/199	Pipedrive 66/199	HoneyBook 83/199	Monday.com 77/199	Dubsado 91/199	FreshBooks 49/199	Bonsai 43/199
Mobile apps	Access your business from native mobile apps	iOS and Android apps available	Full-featured iOS and Android apps	Full-featured mobile apps	iOS and Android with Tap to Pay	iOS and Android apps	Mobile apps (iOS and Android, limited features)
iOS app	Full-featured iPhone app	Full iOS app available	You can use HoneyBook on iOS	iOS app is supported	You can use Dubsado on iOS	Full iOS app available	iOS app (basic features only)
Android app	Full-featured Android app	Full Android app available	You can use HoneyBook on Android	Android app is supported	You can use Dubsado on Android	Full Android app available	Android app (basic features only)
Mac desktop app	Native macOS app for desktop workflows	No Mac desktop app (web-based only)	There is no desktop app	Desktop app wraps the web version	There is no desktop app	No Mac desktop app	Web only (no Mac app)
Windows desktop app	Native Windows app for desktop workflows	No Windows desktop app (web-based only)	There is no desktop app	Desktop app wraps the web version	There is no desktop app	No Windows desktop app	Web only (no Windows app)

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Frequently asked questions about Pipedrive alternatives

Can Plutio replace Pipedrive?

Yes. Plutio handles CRM and contact management like Pipedrive, plus proposals, contracts, project management, time tracking, invoicing, and client portals. All in one app instead of five separate tools.

Is Plutio cheaper than Pipedrive?

Yes. Pipedrive Essential is $14/user/month, but you also need project management, invoicing, and document signing tools. The full stack costs $60+/month. Plutio Core starts at $19/month and includes CRM, proposals, contracts, projects, time tracking, invoicing, and client portals.

Can I use Plutio outside the US and Canada?

Yes. Plutio works in any country and lets you bill clients in their local currency. Pipedrive works internationally but requires separate tools for invoicing and payment processing in each region.

Does Pipedrive have project management?

Pipedrive offers a Projects add-on with basic Kanban boards and task tracking. But it's a paid extra, not part of the core CRM. Plutio includes full project management with Kanban, Gantt charts, task dependencies, and timeline views on every plan.

Is it hard to switch from Pipedrive?

Pipedrive supports CSV export of contacts, deals, and activities. You can import your client list into Plutio directly, map custom fields, and start building project templates in 1-2 hours. Our support team helps with complex migrations.

Does Plutio have AI features?

Yes. Plutio's AI is built into workflows and can take actions, suggest next steps, and help manage your projects without you asking. Pipedrive has an AI Sales Assistant for deal predictions, but Plutio's AI covers the full workflow from proposals through project completion.

Can my team use Plutio?

Yes. Plutio supports agencies on all paid plans. Pipedrive charges per user per month, so a 5-person team on the Growth plan costs $195/month. Plutio includes team collaboration at a flat monthly rate.

Is Plutio good for sales teams and agencies?

Yes. Plutio handles the full client lifecycle: CRM for tracking leads, proposals for closing deals, contracts for agreements, project management for completing work, and invoicing for payment. Agencies use Plutio to manage everything from first contact to final invoice.

Is my data safe with Plutio?

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

Does Pipedrive have invoicing?

No. Pipedrive does not include built-in invoicing. You need a separate tool like QuickBooks or FreshBooks for billing. Plutio includes invoicing connected to projects and time tracking, so billing matches the actual work.

What integrations does Plutio support?

Plutio connects to 5,000+ apps through Zapier, including Google Calendar, Stripe, PayPal, QuickBooks, and Slack. Plutio also has a REST API for custom integrations. Native integrations include calendar sync, payment processors, and email services.

Does Plutio have a mobile app?

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

Does Plutio offer a free trial?

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

Can I white-label Plutio with my own branding?

Yes. Plutio offers complete white-labeling including custom domains, branded login pages, your logo and colors throughout, custom email templates with your SMTP, and CSS customization. Clients see your brand, not Plutio.

Does Plutio have time tracking?

Yes. Plutio has built-in time tracking that connects to projects and tasks. You can track time manually or with a timer, then convert tracked hours directly into invoices. Time entries stay linked to the project so you always know where hours went.

Not finding what you need?

Compare other alternatives

Pipedrive not quite right? See how other tools stack up for proposals, projects, and client work.

HoneyBook alternatives

Compare HoneyBook alternatives with real project management and client portals.

Monday.com alternatives

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Dubsado alternatives

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FreshBooks alternatives

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HubSpot alternatives

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Asana alternatives

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The complete Pipedrive alternative

Deal tracking, proposals, contracts, plus projects

Everything Pipedrive offers for CRM, plus proposals, project management, time tracking, invoicing, and branded client portals.

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Plutio - Your entire business, one login away

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