Best Scoro alternatives for freelancers & agencies (2026)

Scoro tracks project budgets and agency project margins well, but when a new client needs a proposal, a contract, or a booking link before work starts, there's no proposal builder with e-signatures, no contracts, no client-facing portal where project status is visible, and no pricing plan accessible to a solo freelancer or two-person team. The minimum plan requires five paid seats at $99.50 a month, so individual freelancers hit a paywall before a single proposal goes out.

The right Scoro alternative connects the financial visibility Scoro provides to the work that surrounds it: proposals that create projects when signed, contracts attached to the same scope, a white-labeled client portal at your domain, and flat pricing without a minimum seat count that locks out smaller teams.

Five alternatives, ranked by what they cost, what they do, and who they're built for, so the right one stands out without testing all five.

Last updated March 2026

4.6

TLDR (summary)

Best Scoro alternative in 2026: Plutio ($19/month vs Scoro's $99.50/month minimum for 5 seats). Scoro tracks project financials and resource utilization for agencies, but requires a minimum of five paid seats. Solo freelancers and small teams pay enterprise prices for coverage that still lacks proposals, contracts, and a client-facing portal.

Why freelancers switch: Scoro targets agency operations teams, not solo service providers. The minimum seat requirement means a solo freelancer pays $99.50/month on the Core plan before sending a single proposal, and that plan still has no proposal builder, no contracts, no client portal, and no scheduling. The features Scoro is known for, financial reporting and resource planning, sit on the Growth and Performance plans at $32.90 and $49.90 per user per month respectively.

Why Plutio is the best alternative: Proposals go out from Plutio, clients approve and sign the attached contract, and the project creates itself from the scope automatically. Time tracking runs at the task level throughout the engagement, hours convert to invoice line items, and clients see their project in a branded portal at your domain without any status update requests. All of that from $19/month with no seat minimums and the full workflow connected.

Other alternatives on this page: Paymo (time tracking and project management, per-user pricing), Teamwork (agency project management, no proposals or contracts), Moxie (freelancer-focused all-in-one, limited financial reporting), Monday.com (work management, no client workflows). Full comparison below.

What is Scoro and what does it do?

Scoro is a Professional Services Automation (PSA) platform built for agencies, consultancies, and service firms. The platform brings project management, time tracking, invoicing, and financial reporting into one system, with real-time visibility into project margins and resource utilization. Agency operations managers use Scoro to track where billable time goes, whether projects stay within budget, and how team capacity maps to upcoming work.

Scoro launched in 2013 in London and positions itself for businesses at a later maturity stage, meaning established agencies with dedicated project managers, operations teams, and finance functions. The platform has expanded to include Gantt charts, resource planning, role-based quoting, retainer management, and AI-assisted data interpretation through its ELI assistant.

Scoro handles:

Project management with Kanban, Gantt, List, and calendar views
Time tracking with billable and non-billable categories and timesheet approvals
Internal quoting with role-based pricing and margin visibility
Invoicing with multiple currency support and automated recurring billing
Real-time project budget tracking and margin reporting
Resource capacity planning and utilization tracking (Performance plan)
CRM with contact and company management
Integrations with Xero, QuickBooks, HubSpot, Salesforce, and Stripe

For tracking project finances and team utilization across multiple concurrent client engagements, Scoro covers those needs for agencies with 10 or more people. For solo freelancers and small teams who need to win work, manage it, and deliver it to clients, the platform is both too expensive and missing the client-facing features the workflow requires.

What are Scoro's limitations?

Scoro handles the financial and operational interior of agency work. When client work begins with a branded proposal the client can approve and sign, or ends with a client logging into a portal to see what was delivered, the platform stops short on both ends.

The pricing model creates the first barrier. Every Scoro plan requires a minimum of five paid users. The Core plan at $19.90/user/month means a solo freelancer pays $99.50/month before the first project goes live. Growing to two or three people pushes the minimum to $99.50/month regardless, because the seat count never drops below five. A freelancer running Scoro at that price still has no proposal tool, no contracts, and no client portal included in what they're paying for.

The result: Scoro's financial reporting is detailed, but winning clients, closing deals with signed contracts, and giving clients visibility into project progress all require separate tools. The minimum seat cost and missing client-facing features price out the market Scoro isn't built for.

Common gaps include:

No proposal builder with client approval and e-signature flow
No contract creation or e-signature tools
No white-labeled client portal where clients check project status
No appointment scheduling or branded booking pages for clients
No custom forms for client intake
No custom domain for client-facing access
Minimum 5-seat requirement at $99.50/month minimum on Core plan
Resource planning locked to the Performance plan at $49.90/user/month
Workflow automation locked to the Growth plan at $32.90/user/month

Freelancers and small agencies switch when they realize the minimum seat cost is higher than the total subscription cost of a platform that includes the client-facing workflow Scoro leaves out.

Scoro has excellent financial reporting but the pricing model is geared for bigger businesses and can cripple smaller ones. Hidden costs you will not know about until it is too late.
AO
Verified ReviewerAgency Owner

What a complete Scoro alternative needs

A complete Scoro alternative should keep the project and financial tracking that makes Scoro useful for agencies, but extend it to cover the client-facing workflow that Scoro skips entirely. The alternative should connect proposals, contracts, project management, time tracking, invoicing, and a client portal to the same project record so there's one place to run the full cycle.

The goal is a platform where winning the client, delivering the work, and getting paid all stay connected, without rebuilding client data in a separate tool at each step and without a minimum seat count that prices out smaller teams before the first project starts.

A strong alternative should include:

Proposals that turn into projects automatically when approved, so setup doesn't restart after each signature
Contracts with legally binding e-signatures attached to the same project and scope
Project management with Kanban, Gantt, and list views included without an enterprise price tier
Time tracking tied to tasks, with tracked hours flowing directly into invoice line items
A white-labeled client portal at your custom domain where clients check task status, files, and deliverables
Appointment scheduling so clients book meetings without a separate booking tool
Flat pricing that doesn't scale with seat count, so a solo freelancer and a five-person team pay proportionally
Invoicing and payment collection from the same platform where the project lives

The difference between Scoro and a complete alternative is not the financial reporting depth. The difference is whether a solo freelancer can afford to start and whether client-facing work happens inside the platform or outside it.

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

Here's what the typical Scoro workaround looks like for a new client engagement. The proposal goes out through Bonsai or PandaDoc. The contract gets signed through DocuSign. The discovery call gets booked through Calendly. Then the project gets set up in Scoro with tasks and a budget, and the client checks in by email because there's no portal where they see project progress without accessing internal tools. Five separate steps, four tools, and the same client data entered into each one before the actual work starts.

Scoro covers the internal project tracking and financial reporting well. The missing piece is everything the client touches directly: the proposal they approve, the contract they sign, the portal where they see what's in progress, and the booking link they use to schedule calls.

Plutio closes that gap on both ends. When a proposal goes out and the client approves, the contract is attached in the same document. When the contract is signed, the project creates itself with tasks from the scope, and the client gets access to their branded portal at your domain. Time tracking runs at the task level throughout the project, and hours convert to invoice line items automatically when billing time arrives. The entire flow, from first proposal to final payment, stays in one place.

What this actually looks like

A new client responds to a proposal. In Plutio:

The proposal includes scope, pricing, and an attached contract in one document
The client approves, signs the contract, and pays the deposit through Stripe or PayPal
Plutio creates the project automatically with tasks matching the proposal scope
Time tracking starts at the task level with one-click timers
The client logs into a branded portal at your domain to see task progress, files, and invoices
Scheduling lets the client book calls without a separate Calendly link
At billing time, tracked hours auto-populate the invoice and go out from the same platform

No setup after proposal approval. No separate contract tool. No copying hours into invoices. No status update emails.

Why this matters for the Scoro audience

Scoro users leaving the platform consistently name the same two problems: the minimum seat count prices out smaller teams, and the platform stops before the client sees anything. When the full workflow connects in Plutio:

Clients check project progress themselves instead of emailing for updates
Tracked hours match invoice line items because they're pulled from the same project
Proposals and contracts go out in one branded flow, not three separate tools
One platform from $19/month replaces four tools that cost more combined

Those results come from connecting the tools that Scoro keeps separate or omits entirely.

Switching from Scoro

Scoro exports projects, tasks, time entries, and contacts as CSV files. Most freelancers and small agencies complete the switch in a day of setup, running both tools in parallel for 2-3 weeks while active Scoro projects finish and new client work starts in Plutio. Plutio has been running for 10+ years based on feedback from freelancers and agencies, so the workflows are stable and the support team responds quickly.

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. Paymo, time tracking and projects, no client workflow

Paymo handles time tracking and project management for freelancers and small agencies doing client work. Timers run against tasks, hours convert to invoices, and Kanban boards, spreadsheet views, and Gantt charts (Business plan) give project visibility across multiple concurrent engagements.

Paymo starts at $5.90/user/month on the Starter plan, which makes the per-user price look low. A three-person team still pays $17.70/month before adding the separate tools Paymo lacks for proposals, contracts, and client communication. The platform also has no white-labeled client portal where clients check project progress, and Gantt charts with dependencies require upgrading to the $23.90/user/month Business plan.

Paymo works for freelancers and small agencies whose primary need is accurate time tracking tied directly to project invoicing.

Paymo has no proposal builder, no contracts, no white-labeled client portal, and no appointment scheduling. The Gantt view that makes Scoro users comfortable with the switch requires the most expensive plan.

Paymo is great for time tracking and billing, but it's missing contract management, which we need for every client. We still have to use a separate tool for contracts, which adds friction to every new project.
CA
Verified ReviewerCreative Agency Owner

#3. Teamwork, agency project management, no client agreements

Teamwork covers project management and time tracking for agencies. Task boards, Gantt charts, milestones, and resource management give established teams visibility across multiple concurrent projects, and time logs connect to budget tracking at the project level.

Teamwork is built for agency teams with 10 or more people, and the per-user pricing reflects that positioning. The Deliver plan starts at $13.99/user/month billed annually, and features needed for client-facing work sit on higher tiers. No proposals or contract signing exist inside Teamwork, so winning new client work still requires external tools. Initial setup takes significant time before the platform becomes usable for active client work.

Teamwork works for established agencies running 10 or more concurrent projects that need deep resource planning and project-level budget visibility.

Teamwork has no proposals or contract tools, per-user pricing that scales with headcount, and setup complexity that takes weeks before the platform is running smoothly for active client work.

Teamwork has good project management features but the pricing gets expensive as the team grows, and there are still no proposals or contract tools built in. We still use separate tools for client agreements, which means onboarding a new client involves multiple platforms.
PM
Verified ReviewerAgency Project Manager

#4. Moxie, freelancer-focused all-in-one, limited financial reporting

Moxie combines proposals, contracts, invoicing, time tracking, and a basic client portal for freelancers. The pricing starts at $16/month for a solo user, making it accessible without the seat minimums that price Scoro out of reach. The client-facing workflow, from proposal to payment, runs inside the platform without requiring external tools for contracts or signing.

Where Moxie falls short relative to what Scoro users expect is financial reporting depth. Project margin tracking, resource utilization, and the kind of executive dashboards Scoro provides for agency financial visibility are not part of Moxie's offering. Project management is functional but stays basic without Gantt views or task dependencies. The platform is built for solo freelancers expanding to small teams, not for the agency-scale financial reporting Scoro users rely on.

Moxie works for solo freelancers who want proposals, contracts, and basic invoicing in one place at a price that makes sense for a one-person operation.

Moxie has limited financial reporting, no Gantt charts, no task dependencies, and project management depth that doesn't match what Scoro users coming from an agency context are used to.

Moxie is great for solo freelancers but the reporting is too basic for our agency needs. We need to see project margins and team utilization, which Moxie just doesn't cover.
CA
Verified ReviewerCreative Agency Owner

#5. Monday.com, work management, no client workflows

Monday.com is a customizable work management platform with customizable boards, automations, and integrations that cover project tracking, task assignment, and team collaboration. The visual interface adapts to many different workflows, and the template library covers common project types across industries.

Monday.com has no proposal builder, no contract signing, no invoicing, and no white-labeled client portal. The platform manages work internally, not the client-facing lifecycle that begins before the first task is assigned. Freelancers using Monday.com as a Scoro alternative end up adding Bonsai or PandaDoc for proposals, DocuSign for contracts, FreshBooks for invoicing, and Calendly for scheduling, rebuilding the same tool stack they were trying to replace.

Monday.com works for teams that need a highly customizable project board for internal work tracking across multiple departments.

Monday.com has no proposals, contracts, invoicing, or client portal. Replacing Scoro's financial reporting with Monday.com means adding four separate tools for the client workflow that Monday.com skips entirely.

Monday.com is great for internal project tracking but it's not a freelancer platform. There's no invoicing, no proposals, no contracts. I use it for task management but still need three other tools to actually run my client business.
IC
Verified ReviewerIndependent Consultant

The verdict: Why Plutio is the best Scoro alternative

To understand the real difference between Scoro and Plutio, look at what happens at both ends of a client project, not just the financial tracking in the middle.

Scoro covers the financial interior of agency work with precision. Projects have real-time budget burn rates, team members log billable hours that feed into margin reports, and resource planning shows capacity across upcoming engagements. For an agency with 15 or more people, a dedicated operations manager, and finance functions, that reporting depth has value. The platform delivers on that specific promise.

The problem for smaller teams and solo freelancers is that Scoro's minimum seat requirement means paying for five users whether they exist or not. A solo freelancer pays $99.50/month for the Core plan before sending a single proposal. At that price, the platform still has no proposal builder, no contracts, no client portal, and no scheduling. The external tools required to cover those gaps add another $40-60/month, pushing the total well above what a complete alternative costs.

Plutio addresses both problems. Flat pricing at $19/month covers the full workflow without a seat minimum. Proposals connect to contracts in the same document, signed contracts create projects automatically, time tracking feeds invoices, and clients see their project in a branded portal at your domain. The financial visibility that made Scoro worth considering at agency scale comes included in Plutio at a fraction of the cost, with the client-facing workflow connected.

What changes when you switch from Scoro to Plutio?

Freelancers and small agencies that leave Scoro consistently name the same three changes:

The minimum seat cost goes away. Scoro charges for five seats whether or not five people use the platform. A solo freelancer at $99.50/month drops to $19/month in Plutio for the full workflow, including the client-facing features Scoro doesn't provide. The savings from the seat minimum alone covers most external tool subscriptions.
Proposals and projects stop requiring separate tools. In Scoro, a new client engagement means a proposal in PandaDoc, a contract in DocuSign, and then rebuilding the project in Scoro from scratch. In Plutio, the approved proposal creates the project automatically with tasks pulled from the scope. The client data doesn't need to move between tools to start the work.
Clients stop emailing for project updates. Scoro has no white-labeled client portal. Every status update requires an email. In Plutio, clients log into a branded portal at your domain and see task progress, files, and invoices themselves. The weekly status update requests drop to near zero.

How does Plutio compare to Scoro on price and features?

Scoro's pricing requires a minimum of five seats on every plan. At the Core plan ($19.90/user/month, billed annually), the minimum cost is $99.50/month. At Growth ($32.90/user/month), the minimum is $164.50/month. At Performance ($49.90/user/month), where resource planning is unlocked, the minimum is $249.50/month. A solo freelancer using Scoro at its cheapest pays five times more than Plutio for a platform that still lacks proposals, contracts, and a client portal.

The feature gap adds external subscription costs. Proposals through Bonsai or PandaDoc run $15-25/month. Contract signing through DocuSign adds $10-15/month. Scheduling through Calendly runs $10-12/month. A solo Scoro user's total tool cost reaches $130-175/month for a stack that still has no white-labeled client portal. Plutio at $19/month includes all of those capabilities in one place.

User reviews on TrustRadius note that Scoro's financial reporting is strong but the pricing model is "geared for bigger businesses and can cripple smaller ones." The same reviewers note hidden costs that only appear after signup. For agencies at the scale Scoro targets, those costs may be justified. For solo freelancers and teams under five people, the math points to a different tool.

Which tool wins? The feature and pricing comparison

What Scoro includes: Project management (Kanban, Gantt, List, Calendar), time tracking with timesheet approvals, internal quoting (not client-facing proposals), invoicing with multiple currencies, real-time project budget tracking, CRM, margin reporting, resource planning (Performance plan), workflow automation (Growth plan), integrations with Xero, QuickBooks, HubSpot, Salesforce.

What Scoro lacks: Client-facing proposal builder with e-signatures, contracts, white-labeled client portal with custom domain, appointment scheduling, custom forms, flat pricing without seat minimums. Five-seat minimum applies to every plan.

What Plutio adds: Proposals with interactive pricing and attached contracts, legally binding e-signatures, a white-labeled client portal at your custom domain, appointment scheduling with calendar sync, client intake forms, flat pricing from $19/month with no seat minimums, and built-in automation connecting each step of the workflow.

The math: Scoro Core (5-seat minimum) = $99.50/month + Bonsai for proposals ($15/month) + DocuSign for contracts ($12/month) + Calendly for scheduling ($10/month) = $136.50/month for a solo freelancer with a stack that still lacks a client portal. Plutio = $19/month for the complete workflow.

The deciding question: Use Scoro if you run an established agency with 10 or more people who need executive-level financial reporting and resource utilization tracking at the team level. Use Plutio if you're a freelancer or small agency who needs proposals, contracts, project management, time tracking, and a client portal connected in one place without a minimum seat count.

How do you migrate from Scoro to Plutio?

Most freelancers complete the switch from Scoro to Plutio in a day of setup, then run both tools in parallel for 2-3 weeks while active Scoro projects finish and new work starts in Plutio.

Start your free Plutio trial: Sign up at plutio.com. 14 days free, no credit card required. The trial includes the full feature set so you can test proposals, projects, and the client portal before committing.
Export your Scoro data: Scoro exports contacts, projects, tasks, and time entries as CSV files from the Reports and Contacts sections. Download these before starting the migration.
Import clients into Plutio: Upload your client CSV to Plutio. Fields like company name, email, and contact details map directly to Plutio's CRM. Custom fields can be added for any Scoro-specific data you want to carry over.
Rebuild project templates: Take your 3-5 most common project types from Scoro and rebuild them as Plutio project templates with tasks, milestones, and timelines. Templates auto-populate when proposals are approved, so you don't rebuild structure from scratch each time.
Set up proposal templates: Recreate your standard scopes as Plutio proposals with pricing packages and an attached contract. The proposal template replaces the external tools that were handling proposals outside Scoro.
Configure your branding: Set up your white-labeled portal with your custom domain, logo, and colors. Clients accessing their portal see your brand, not Plutio's.
Connect payment processing: Link your Stripe or PayPal account. Clients pay invoices from their portal without leaving your branded environment.
Set up appointment scheduling: Configure your booking availability and connect your calendar. Clients book calls directly from the portal without a separate scheduling link.
Run both tools in parallel: Continue managing active Scoro projects while starting new client engagements in Plutio. Most teams find 2-3 weeks of parallel running is enough to complete the transition.
Invite clients to their new portal: Send clients access to their Plutio portal. Once all active Scoro projects have closed, cancel your Scoro subscription.

Need help with the migration? Sign up for your free trial and use the built-in live chat to reach the support team directly.

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
Scoro: Official pricing, TrustRadius reviews
Paymo: Official pricing, G2 reviews
Teamwork: Official pricing, G2 reviews
Moxie: Official pricing, G2 reviews
Monday.com: Official pricing, G2 reviews

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 Scoro alternative for freelancers in 2026?

Compare pricing, project management, time tracking, invoicing, proposals, and client portal features.

PRICING Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Starting price	$19/month (Core plan)	$26/user/month (Essential, 5-user minimum, annual billing)	$9.90/user/month (Starter, $5.90/user annual). Free plan available.	$13.99/user/month (Deliver plan, $10.99/user annual)	$12/month (Starter, $10/month annual)	$9/user/month (Basic, 3 user min)
Free plan	No free plan (14-day trial available)	No free plan (14-day trial)	Free plan (unlimited users, 5 clients, 10 projects)	Free plan for up to 5 users and 5 projects	No free plan (14-day trial)	Free plan for up to 2 users
Trial period	14-day free trial	14-day free trial (no credit card required)	15-day free trial on paid plans	30-day free trial	14-day free trial	Free trial available
PROJECT MANAGEMENT Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Full project management with Gantt charts, task lists, and milestones	Full project management with List, Table, Board, Calendar, and Gantt views	Full project management with List, Board, Table, and Gantt views	Projects with Table, Kanban, and Timeline views	Highly flexible project structures
Project roles and permissions	Control exactly who can view or edit each part of a project	Role-based access control with customizable permissions per project	Admin and member roles (no granular project-level permissions)	4 project access levels (full, read-only, overview, hidden)	4 project access levels (full, read-only, overview, hidden)	You can control access at board and item level
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Single task list per project with filtered views	Single board per project with multiple views (List, Table, Board)	Single board per project	Single board per project	You can create unlimited boards
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project boards	No embeddable project boards	No embeddable project boards	No embeddable project boards	Boards can be embedded
Sharable project boards	Read-only public links for sharing progress without risk	No shareable project boards	No shareable project boards	Limited sharing via client portal (no public links)	Client portal access only (no public links)	Boards can be shared publicly with limits
Project stages and milestones	Define custom project lifecycles for different types of work	Project milestones and phases with Gantt visualization	Task statuses only (no formal milestones)	Custom task statuses and milestones with dependencies	Custom task statuses (no formal milestones)	You can define custom statuses and milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Quotes convert to projects and invoices (no contracts)	Estimates can be converted to invoices (no proposals or contracts)	Only invoicing is built-in (no proposals or contracts)	Proposals auto-convert to contracts and projects	Proposals, contracts, and invoices are not supported
Custom project data fields	Track, sort, filter, and report on custom project data	Custom fields on projects and tasks	Limited custom fields (Business plan only)	Custom fields on projects and tasks (Free: 2, Deliver: 3, Grow+: unlimited)	Custom fields on CRM objects (limited on tasks)	Custom columns on boards
Kanban boards	Drag-and-drop tasks across customizable columns	Board view available (limited compared to dedicated PM tools)	Kanban board view available	Board view included on all plans	Kanban board view included	Boards can be viewed in Kanban style
Table view	Bulk-edit tasks like a spreadsheet	Table/list view available	Table view available	Table view with bulk editing	Table view included	Boards default to table view
List view	Clean task lists with clear hierarchy	Task list view available	List view available	List view is the default project view	No dedicated list view (table view used instead)	Items can be viewed as lists
Calendar view	See tasks and deadlines on a calendar	Calendar view available	Calendar view available	Calendar view shows tasks and deadlines	Homebase calendar with task dates	Calendar view is supported
Gantt view	Plan work visually with task order and dependencies	Interactive Gantt chart with dependencies and milestones	Gantt chart view (Business plan)	Gantt chart with dependencies and milestones	Timeline view functions as Gantt chart	Gantt view is supported on higher plans
Subtasks	Break work down into multiple nested levels	Subtasks supported (launched early 2026)	Subtasks supported	Nested subtasks supported	Subtasks as checkboxes (single level, not nested)	Subitems are supported
Email to task	Turn emails into tasks without manual copying	No email to task	No email to task	Forward emails to create tasks	No email-to-task conversion	Included
Task comments	Keep discussions tied directly to each task	Task comments with discussions	Task comments with @mentions	Comments with @mentions on tasks	Comments and @mentions on tasks	You can comment on items
Task attachments	Store files directly on the task they belong to	File attachments on tasks	File attachments on tasks	File attachments on tasks	File attachments (50 MB limit per file)	Files can be attached to items
Task priorities	Define priority levels that fit your workflow	Priority levels on tasks	Priority levels on tasks	3 default priority levels (high, medium, low) with custom options	No native priority levels	Priority columns are supported
Task labels & color coding	Use unlimited labels to visually organize tasks	Tags and color coding on tasks	Tags and color coding on tasks	Tags and color labels on tasks	No native labels or color coding	Status and label columns are supported
Multiple task assignees	Assign tasks to one or multiple teammates	Multiple assignees per task	Multiple assignees per task	Multiple assignees per task	Single assignee per task only	Multiple assignees are supported
Task templates	Reuse task-level structures across projects	Project and task templates	Project and task templates	Task list templates and project templates	Project templates with tasks included	Board and item templates are supported
Task permissions	Control access at the individual task level	Role-based task permissions	Basic permissions via project roles	Project-level permissions (4 levels, not per-task)	4 access levels per project (not per task)	Permissions depend on board setup
Task dependencies	Prevent work from starting out of order	Task dependencies with Gantt chart visualization	Task dependencies with Gantt view (Business plan)	Predecessor and successor dependencies	Basic task dependencies (limited configuration options)	Dependencies are supported
Recurring tasks	Automate repeating work with flexible schedules	Recurring tasks supported	Recurring tasks supported	Recurring tasks with flexible schedules	Daily, weekly, monthly, yearly recurring tasks	Recurring items are supported
Custom task data fields	Add task-level fields for tracking custom details	Custom fields on tasks	Custom fields on tasks (Business plan only)	Custom fields on tasks (Free: 2, Deliver: 3, Grow+: unlimited)	Custom fields on CRM objects (limited on tasks)	Custom columns on boards
TIME TRACKING Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Time tracking system	Easily track time using timers or manual entries	Built-in time tracker with timer and manual entry	Built-in time tracker with timer, manual entry, and desktop widget	Timer and manual time entry built-in	Start/stop timer and manual entry	Time tracking column (Pro and Enterprise plans only, $19/seat/month)
Task-level tracking	Log time directly against tasks and subtasks	Track time per task	Track time per task	Track time per task and subtask	Track time by client, project, and task	You can track time per item
Project-level tracking	See time spent per project and per client	Track time per project with budget and cost tracking	Track time per project with budget tracking	Track time per project and client	Track time at project level	Project time requires rollups
Billable time tracking	Clearly separate billable and non-billable time	Billable and non-billable time tracking with cost rates	Billable and non-billable time tracking	Billable and non-billable categorization	Billable and non-billable toggle on time entries	Billable logic is not supported
Billable time invoicing	Turn tracked time into invoices without extra steps	Convert tracked time to invoice line items	Convert tracked time to invoice line items	Generate invoices from time logs, export to QuickBooks or Xero (no payment collection)	Auto-populate invoices from tracked hours	Invoices are not supported
Timesheet reports	View detailed time reports by task, project, or client	Comprehensive timesheet reports with utilization metrics	Detailed timesheet reports with filtering and export	Detailed timesheet reports with filters	Time views by project, client, and month (no exportable reports or filters)	Time tracking add-on required
Team timesheets	See how each team member tracks their time	Team timesheets with approval and utilization tracking	Team timesheets with approval workflow	Company timesheets (Grow+) with approval workflows (all plans)	Team time logging (no approval workflow)	Team views require dashboards
PROPOSALS Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Quotes/estimates only (not full proposals)	No proposal feature (estimates only)	Not built-in (requires third-party tools)	Drag-and-drop proposal builder	Monday.com is for project management only
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	No proposal builder (quote/estimate form only)	No proposal builder	Not supported	Drag-and-drop with templates	Proposals are not supported
Reusable proposal templates	Reuse proven proposal layouts across clients	Reusable quote templates	No proposal templates	Not supported	Pre-built professional templates	Proposals are not supported
Real-time proposal analytics	See exactly when proposals are opened and reviewed	No proposal analytics	No proposal analytics	Not supported	No view tracking or engagement analytics	Proposals are not supported
Live messenger on proposals	Answer questions directly while clients review proposals	No live messenger on quotes	No proposals	Not supported	Client comments directly on proposals	Proposals are not supported
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Quote-to-project automation when quote is accepted	No proposal automation	Not supported	Auto-convert to contract and project on approval	Not supported
Convert proposal to invoice	Create invoices directly from approved proposals	Convert quote to invoice	Convert estimate to invoice	Not supported	Auto-create invoice when agreement is signed	Invoices are not supported
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No packages or add-ons in quotes	No packages or add-ons	Not supported	No interactive pricing tables or package selection	Proposal pricing is not supported
Interactive pricing tables	Let clients choose options before approving	Line-item pricing in quotes (not interactive)	No interactive pricing tables	Not supported	No interactive pricing tables	Not supported
Dynamic data and variables	Auto-fill proposal content with client and project data	No dynamic data/variables in quotes	No dynamic data/variables	Not supported	Basic merge fields (no dynamic data blocks)	Not supported
Expiration dates	Automatically expire proposals after a set date	Quote expiration/validity dates	No proposals	Not supported	Expiration dates not confirmed in documentation	Not supported
PDF Export	Download as branded PDFs	PDF export for quotes	No proposals to export	Project reports exportable (no proposal PDFs)	Contracts stored in client profile (no standalone PDF export documented)	Included
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No reusable content blocks	No proposals	Not supported	No reusable content blocks	Not supported
Legally binding e-signatures	Collect secure electronic signatures on proposals	No e-signatures on quotes	No e-signatures	Not supported	E-signatures on proposals	Monday.com has no e-signatures
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	No custom quote data fields	No proposals	Not supported	Merge fields for client and project info (no sortable custom data)	Proposals are not supported
CONTRACTS Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	No contract feature	No contract feature	Not built-in	Legally vetted contract templates	Monday.com does not handle contracts
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	No contract builder	No contract builder	Not supported	Pre-built legal templates	Form view is supported
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	No native e-signatures (integrates with DocuSign via Zapier)	No e-signatures	Not supported	E-signatures on contracts with audit trail	E-signatures are not supported
Multi-signature / signees	Collect signatures from multiple people on the same contract	No contract feature	No contract feature	Not supported	Single signer per contract (no multi-party signing)	Contracts are not supported
Reusable contract templates	Reuse contract structures to create new agreements faster	No contract templates	No contract templates	Not supported	Pre-built legal templates	Contracts are not supported
Auto-reminders automation	Automatically follow up until contracts are signed	No contract feature	No contract feature	No contract feature	Automatic follow-up reminders	Contract reminders are not supported
Dynamic data/variables	Auto-fill contract content with client and project data	No contract feature	No contract feature	Not supported	Merge fields for client data (no dynamic data blocks)	Contracts are not supported
Contract automation triggers	Trigger automated workflows the moment a contract is signed	No contract feature	No contract feature	Not supported	Signed contracts trigger project creation and invoice generation	Automations apply to items, not payments
View notifications	See when contracts are opened and reviewed	No contract feature	No contract feature	No contract feature	Real-time tracking (sent, viewed, paid, overdue)	Payment notifications are not supported
PDF download with signature certificate	Download signed contracts with official proof of signature	No contract feature	No contract feature	Not supported	Signed contracts stored in client profile (no signature certificate)	Contracts are not supported
Custom signer data fields	Collect structured signer information during signing	No contract feature	No contract feature	Not supported	Standard signer fields (name and email only)	Contracts are not supported
Custom contract data fields	Create custom contract data you can sort, filter, and report on	No contract feature	No contract feature	Not supported	Merge fields only (no sortable or filterable custom data)	Contracts are not supported
INVOICES & PAYMENTS Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Create and send invoices with Stripe integration	Create and send invoices with online payments	Basic invoicing from time logs and fixed fees (export to PDF, QuickBooks, Xero; no payment collection)	Customizable invoice templates with online payments	Monday.com does not handle billing
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Fully branded invoices with customizable templates	Branded invoices with logo and company details	Basic invoice layout (no drag-and-drop branding)	Customizable templates	Invoices are not supported
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Template-based invoice creation (no drag-and-drop)	Template-based invoice creation (no drag-and-drop)	Not supported	Template-based editor (not drag-and-drop)	Invoices are not supported
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Customizable line items with service catalog	Customizable line items	Basic line items on invoices (time logs and fixed fees)	Custom descriptions, quantities, and pricing per line	Invoices are not supported
Item or invoice discounts	Apply discounts at the item or full invoice level	Discounts on invoices and line items	Discounts on invoices	Not supported	Basic discount support	Invoices are not supported
Customizable taxes	Create tax rules that match your location and use case	Customizable tax rates with VAT support	Customizable tax rates	Not supported	Basic tax calculations (not full tax automation)	Invoices are not supported
ACH payments	Accept bank transfers for lower-fee payments	ACH via Stripe integration	No ACH payments	Not supported	Stripe, PayPal, and ACH	Payments are not supported
Stripe integration	Accept credit and debit cards instantly	Native Stripe integration	No Stripe integration	No native Stripe payment integration	Stripe integration included	Stripe works via third-party tools
Square integration	Collect in-person payments when needed	No Square integration	No Square integration	Not supported	No Square integration	Payments are not supported
PayPal integration	Let clients pay using PayPal	No PayPal integration	PayPal integration available	Not supported	PayPal integration included	Possible via integrations only
Flexible partial payments	Collect deposits and split payments across milestones	Partial payments and deposits supported	Partial payments supported	Not supported	Deposit requests (limited installment options)	Payments are not supported
Payment plans	Break invoices into scheduled installments	No payment plans	No payment plans	Not supported	Recurring invoices (no milestone-based installment schedules)	Payments are not supported
Automated recurring invoices	Automatically send invoices on a recurring schedule	Recurring and scheduled invoices	Recurring invoices	Not supported	Recurring invoices with custom frequency	Invoices are not supported
Subscription management	Manage ongoing client subscriptions and billing	No subscription management	No subscription management	Not supported	Recurring invoices only (no subscription portal or client self-service)	Subscriptions are not supported
Automated payment reminders	Follow up automatically until invoices are paid	Automated payment reminders	Automated payment reminders	Not supported	Automatic follow-up reminders with late fees	Payments are not supported
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Reusable invoice templates	Reusable invoice templates	Not supported	Customizable templates	Invoices are not supported
Multiple currency support	Bill clients globally in their local currency	Multiple currency support	Multiple currency support	Multi-currency support (1 on Free, 5 on Deliver, unlimited on Grow+)	81+ currencies supported	Board currency columns exist
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Invoice from quote/project automation	No invoice automation triggers	Basic invoice automation via time log triggers	Pipeline stage triggers only (Pro plan)	Automations apply to items, not payments
View notifications	See when invoices are opened and paid	No invoice view notifications	No invoice view notifications	Basic invoice notifications (no detailed view tracking)	Real-time tracking (sent, viewed, paid, overdue)	Payment notifications are not supported
Built-in expense tracking	Track project-related costs alongside invoices	Built-in expense tracking with receipt attachment	Built-in expense tracking with receipt scanning	Budget tracking per project (no receipt-level expenses)	Expense tracking with receipt attachment and Plaid bank sync	Expenses are not supported
Invoice deposits	Collect upfront payments before work starts	Invoice deposits supported	No invoice deposits	Not supported	Deposit requests available	Invoices are not supported
Auto-invoice billable time	Turn tracked time into invoices automatically	Auto-invoice tracked billable time	Auto-invoice tracked billable time	Export time to QuickBooks or Xero for invoicing	Auto-populate invoices from tracked hours	Monday.com has no invoicing
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Custom fields on invoices	No custom invoice data fields	Not supported	Basic custom fields on invoices	Invoices are not supported
INBOX Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	No unified inbox	No unified inbox	Project messages and Chat included with paid plans (no unified client inbox)	Communicator with email, SMS, and phone in one view (Pro plan)	Updates inbox exists for board activity
Full email integration	Connect and manage all your email accounts in one place	Email integration via Outlook and Gmail add-ons	No email integration	Email-to-task and email notifications (no full inbox sync)	Two-way email sync via Communicator (Pro plan)	Email-to-board is supported
Embeddable live chat	Add real-time chat to your website and client portals	No live chat	No live chat	Not supported	No embeddable live chat	Live chat is not supported
Instant direct messages	Message teammates privately without leaving your workspace	No direct messaging	No direct messaging	Direct messages via Teamwork Chat (included with paid plans)	Direct messages via Communicator	Direct messages are supported
Contextual project conversations	Keep conversations tied directly to the project they belong to	Task and project comments (no dedicated conversations)	Task comments only (no dedicated project conversations)	Project-level messages tied to tasks and projects	Full conversation history in Communicator	Comments stay tied to items
Team channels	Create shared spaces for team-wide discussions	No team channels	No team channels	Team channels via Teamwork Chat (included with paid plans)	No team channel system	Updates act like channels
Customized channels	Organize channels by team, topic, or workflow	No channels	No channels	Channels via Teamwork Chat (basic, included with paid plans)	No channel system	Board updates can be organized
@mentions	Notify teammates instantly inside conversations	@mentions in comments	@mentions in task comments	@mentions in task comments and messages	@mentions supported in task comments	@mentions are supported
Message read receipts	See when messages are read	No messaging	No messaging	Not supported	Conversation history tracked (no read receipts)	Seen indicators exist in updates
File sharing in chat	Share files directly inside conversations	No chat (file attachments in comments only)	No chat (file attachments in task comments only)	File attachments in task comments (no dedicated chat)	50 MB attachments or external links (no native file storage)	Files can be shared in updates
Shared email inbox	Collaborate on incoming emails as a team	No shared email inbox	No shared email inbox	Not supported	No shared team email inbox	Not supported
Inbox mobile app	Access and respond to messages on mobile	No inbox feature	No inbox feature	iOS and Android apps include messaging	iOS and Android apps	Mobile app includes inbox
Email reply to inbox	Reply from your email client and keep conversations synced	No inbox feature	No inbox feature	Email replies create task comments	Email replies sync to Communicator threads	Email replies create board items
FILES Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Store and manage files	Keep all client and project files in one organized place	File management attached to projects and tasks	File management with proofing and approval	File storage on tasks and projects	File attachments on tasks (50 MB limit, no file manager)	Files are item-based, not a file system
Advanced folder organization	Organize files by project, client, or structure you choose	Project-based file organization	Project-based file organization	Project-based file organization (no nested folders)	Project-level organization (no complex hierarchy)	3-level folder hierarchy within workspaces
Folder permissions	Control who can view or edit folders	Role-based file access permissions	Project-level access controls	Project-level permissions control file access	4 project access levels apply to files	Board-level permissions only
People folders	Group files by person when needed	No people-specific folders	No people-specific folders	Files are project-based, not person-based	No person-based file organization	Files are item-attached, not person-based
Project folders	Keep files scoped to each project	Files organized by project	Files organized by project	Files organized within projects	Files organized within projects	Files organize within board folders
In-app previews	Preview files instantly without downloading	Basic file previews	In-app file previews with proofing tools	In-app file previews supported	Basic file previews within tasks	Files Gallery preview view
Custom file data fields	Capture file metadata you can sort and filter	No custom file data fields	No custom file data fields	No custom file metadata fields	No custom file metadata fields	Custom form fields are supported
Built-in documents	Create and edit documents directly inside Plutio	No built-in document editor	No built-in document editor	Teamwork Spaces is a separate product	Proposal and contract documents only	WorkDocs for embedded editing
Comments on files and docs	Leave comments directly on files and documents	Comments on tasks with attached files	Comments on files with visual proofing annotations	Comments on task attachments	Comments and @mentions on tasks	File annotation and comments
Bulk file actions	Move, tag, or manage many files at once	Basic bulk actions	Basic bulk actions	Bulk file select, download, move, copy, and delete	No bulk file operations	Bulk select in Files Column
Files search & filter	Find files quickly using search and filters	Basic file search	Basic file search	Search across projects and files	Search within project context	Search across boards and files
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive and Dropbox integration	Google Drive and OneDrive integration	Google Drive, Dropbox, OneDrive integrations	No native cloud storage sync	Google Drive, Dropbox, Box, OneDrive
Secure sharing controls	Restrict access with permissions or passwords	Role-based sharing controls	Project-based sharing controls	Project-level access controls	4 project access levels control file visibility	Board-level sharing controls
File sharing links	Share files externally with controlled access	Share files via project access	Share files via project links	Share via project access (no direct file links)	Share via task attachments or external links only	Board link sharing only
SCHEDULING Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	No meeting scheduling feature	Resource scheduling for team bookings (not client booking)	Not built-in	Embeddable booking page with calendar sync	Monday.com does not have scheduling
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	No booking page	No public booking page	Not supported	Customizable booking page with branding	Booking pages are not supported
Advanced availability management	Define flexible availability rules applied automatically to bookings	No availability management for bookings	Resource scheduling with availability view (team-focused)	Not supported	Custom availability windows with calendar blocking	Scheduling is not supported
Automatic buffer times	Add buffer time automatically between meetings	No buffer times	No buffer times	Not supported	Configurable buffer between meetings	Scheduling is not supported
Multiple meeting types	Create unlimited booking types with different rules and setups	No meeting types	No meeting types	Not supported	Multiple meeting types with unique settings	Scheduling is not supported
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google Calendar and Outlook sync	Google Calendar sync	No scheduling feature (project calendar sync only)	Google, Outlook, iCloud, CalDAV	Calendar sync is supported
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	No booking confirmations	No booking confirmations	Not supported	Automated confirmations and reminders	Scheduling is not supported
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	No booking page	No booking page	Not supported	Customizable confirmation pages	Scheduling is not supported
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	No booking automation	No booking automation	Not supported	Automated reminders and confirmations	Automations apply to items, not payments
Smart meeting reminders	Send automatic reminders without manual follow-ups	Deadline alerts and notifications	Task deadline reminders	No scheduling feature	Automated meeting reminders	Notifications exist, not bookings
Automatic timezone detection	Handle timezones automatically without manual adjustments	No timezone detection for bookings	No timezone detection for bookings	No scheduling feature	Calendar sync handles timezones (no explicit detection documented)	Timezone exists per account
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	No paid appointments	No paid appointments	Not supported	Require payment before meeting is booked	Monday.com has no scheduling
Custom booking forms	Build booking forms with full control over questions and layout	No booking forms	No booking forms	Not supported	Custom intake forms on meeting types	Booking forms are not supported
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	No booking limits	No booking limits	Not supported	Booking limits not confirmed in documentation	Scheduling is not supported
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	No rescheduling controls	No rescheduling controls	Not supported	Clients can reschedule or cancel bookings	Monday.com has no scheduling
AUTOMATION Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Basic automation rules (no visual workflow builder)	No automation builder	Rule-based automations (all plans including Free with 100 actions/month, no visual builder)	Visual workflow builder (Pro plan only)	AI-powered cross-board workflows
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Basic trigger-based actions (e.g., quote accepted creates project)	No trigger-based workflows	Task-based triggers: status change, assignee change, due date (all plans)	Pipeline, form submission, and invoice triggers (Pro plan only)	Item-based automations are supported
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Scheduled recurring invoices and tasks	No schedule-based workflows	Not supported	No independent time-based triggers	Recurring automations exist with limits
Multi-step workflows	Chain multiple actions into one continuous automation	No multi-step workflows	No multi-step workflows	Single trigger with multiple actions	Multi-step sequences with branching	Multi-step automations are supported
True/False branching	Create conditional paths instead of one-size-fits-all flows	No branching logic	No branching logic	No conditional branching	Decision widget with AND/OR logic	Conditional logic is supported
Delay-based actions	Add precise timing between steps, down to minutes or days	No delay-based actions	No delay-based actions	Not supported	Wait For conditions only (no timed delays)	Delays are supported
Create & update records	Create, update, or move records automatically across the system	Auto-create projects from accepted quotes	No automated record creation	Auto-create tasks and update statuses	Create projects, send invoices, send agreements	Tasks and boards can be created automatically
Move & duplicate records	Reorganize work automatically without manual cleanup	No automated move/duplicate	No automated move/duplicate	Move tasks between lists and projects	Change pipeline stage only (no move/duplicate/archive)	Items can duplicate automatically
Delete & archive records	Automatically archive or remove records based on rules	No automated delete/archive	No automated delete/archive	Archive tasks and projects manually	No auto-delete or archive rules	Items can delete automatically
API calls (webhooks)	Trigger or receive real-time events from external systems	REST API and webhooks available	API available (REST API)	Webhooks and REST API available	Webhook events (Pro plan only)	API and webhooks are supported
Send emails	Send automated emails tied to real workflow events	Email notifications for invoices and quotes	No automated email sending	Email notifications on triggers (no custom email templates)	Send email from templates with tokens	Emails can be sent via automations
Post comments	Add notes or comments automatically where work happens	No automated comment posting	No automated comment posting	Auto-add comments via triggers	No auto-comment action	Updates via automations
Complete automation logs	See exactly what ran, when, and why	No automation logs	No automation logs	Automation activity logs with run history	No automation activity logs	Automation logs are supported
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	No auto-fill variables	No auto-fill variables	No dynamic variable support in automations	Basic token replacement in emails and agreements	Formula and column values can be reused
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Quotes, projects, tasks, time, and invoices connected end-to-end	Time entries linked to projects and invoices	Automations limited to tasks and projects	Pipeline-triggered only (limited cross-entity scope)	Cross-board automations are supported
FORMS Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Create branded forms	Build fully branded forms that match your workflow and client experience	No form builder	No form builder	Intake forms on projects (basic, no branding control)	Unlimited form creation with templates	WorkForms with branding and conditional logic
Drag-and-drop form builder	Design forms visually with full layout control, no code required	No form builder	No form builder	Drag-and-drop form builder with customization (Grow+ for branding)	Form builder with reusable templates	Form view is supported
Reusable form templates	Reuse form structures without rebuilding from scratch	No form templates	No form templates	Project templates include intake forms	Reusable form templates	Forms can be reused
Custom form data fields	Collect structured data you can sort, filter, and report on	No forms	No forms	Basic custom fields on intake forms	Custom fields (text, select, radio, checkbox)	Custom form fields are supported
Smart conditional logic	Show or hide fields based on responses, not static forms	No forms	No forms	Conditional logic on forms (If/then on Grow, If/and/or/then on Scale+)	Conditional show/hide fields with AND/OR logic	Conditional logic exists in forms
Instant email notifications	Get notified immediately when forms are submitted	No forms	No forms	Email notifications on form submission	Auto-responses on submission	Notifications can trigger on submit
Form automation triggers	Trigger automated workflows when a form is submitted	No forms	No forms	Form submissions can trigger task creation	Form submissions can feed into automations (Pro plan)	Automations apply to items, not payments
Embed forms	Embed forms anywhere without layout restrictions	No forms	No forms	Embeddable forms via iframe code	Embeddable on websites	Forms can be embedded
Advanced field preferences	Control required, hidden, and default field behavior	No forms	No forms	Basic field settings only	Basic field types only	WorkForms conditional logic
Comprehensive field types	Collect text, files, dates, selections, and more	No forms	No forms	Text, date, and select fields (limited types)	Text, select, radio, checkbox (no regex or conditional validation)	Many field types supported
Form signature field	Collect legally binding signatures directly inside forms	No forms	No forms	No signature field on forms	E-signatures via contract documents	Signatures are not supported
File upload fields	Accept file uploads as part of form submissions	No forms	No forms	File upload field available on forms	File attachments (50 MB limit)	File uploads via WorkForms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	No forms	No forms	Not supported	Custom redirect after form submission	Thank you screen only
CRM Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Manage clients and leads	Manage contacts and companies in one connected system	Full CRM with pipeline management and deal tracking	Client list for invoicing (no lead management)	People section for contacts (Teamwork CRM is a separate product)	Client profiles with lifetime earnings and sales pipeline	Contacts via boards, not native CRM
Full company management	Track organizations, not just individual contacts	Full company and contact management with hierarchy	Client companies for billing only	Company records available (basic)	Client records (no separate company entities)	Companies can be modeled manually
Custom contact data fields	Collect and manage structured contact data you define	Custom fields on contacts and companies	No custom contact fields	Custom fields via Teamwork CRM add-on only	Custom fields on CRM objects	Custom CRM fields are supported
Complete activity timeline	See every interaction with a client in one place	Complete activity timeline per contact with history	No activity timeline	Task and project activity per person (not a CRM timeline)	Historical data per client (not a formal timeline)	Activity is board-based
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Tags, labels, and custom grouping for contacts	Client categories	Tags on people records (basic)	Prospect vs Client record types (no tags)	Tags and status columns are supported
WIKI Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No knowledge base or wiki	No knowledge base or wiki	Teamwork Spaces (integrated on Deliver+, coming soon on Free)	No wiki or knowledge base	Docs are supported, not a wiki system
Beautiful rich text pages	Write structured, formatted content without complexity	No wiki pages	No wiki pages	Requires Teamwork Spaces add-on	No rich text wiki pages	Not supported
Unlimited nested pages	Build deep knowledge hierarchies without limits	No wiki pages	No wiki pages	Requires Teamwork Spaces add-on	No nested documentation	Not supported
Granular page permissions	Control exactly who can view or edit each page	No wiki pages	No wiki pages	Requires Teamwork Spaces add-on	No wiki permissions	Not supported
DASHBOARDS Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Customizable dashboards with drag-and-drop widgets	Basic project dashboard with summary views	Portfolio dashboard with project overview (not fully customizable)	Homebase dashboard (not fully customizable)	Custom dashboard widgets
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Drag-and-drop dashboard builder with custom layouts	No dashboard builder	Drag-and-drop dashboard builder (all paid plans)	No drag-and-drop dashboard builder	Paid ($)
Charts widget	Visualize data with customizable charts	Customizable charts and graphs	Basic project progress charts	Project progress and workload charts	Basic pipeline and revenue charts	Included
Metrics widget	Track key numbers without manual reporting	KPI metrics with real-time data	Basic time and budget metrics	Profitability and utilization metrics (Grow plan+)	Revenue and time metrics (no custom KPIs)	Included
Goals widget	Monitor progress toward defined goals	Revenue and utilization targets	No goals widget	No goals widget	No goal tracking	Paid ($)
Notes widget	Add contextual notes directly to dashboards	Text widgets on dashboards	No notes widget	No notes widget on dashboard	No notes widget on dashboard	Included
Calendar widget	View upcoming events alongside work and metrics	Calendar widget on dashboards	No calendar widget on dashboard	Calendar widget on dashboard	Calendar widget on homebase	Included
Financial widgets	Track revenue and expenses in the same view	Revenue, cost, profit, and margin widgets with forecasting	Basic invoice and expense summaries	Budget and profitability tracking (Grow plan+)	Basic financial overview	No financial widgets in Monday
BRANDING Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
White-label and branding	Run the entire platform under your brand	Company branding on documents (no full white-label)	No white-label branding	Custom branding on Grow+ (add your own logo and branding)	White-label on Pro plan ($25/month) only	Monday.com branding always visible
Custom interface theme	Apply your brand colors across the system	No custom interface theme	No custom interface theme	Color themes on Deliver+ (no Free plan theme customization)	Logo, colors, fonts on client portal (Pro plan)	Board colors can be customized
Stylesheet customization	Fine-tune styling beyond basic theming	No stylesheet customization	No stylesheet customization	No custom CSS	No custom CSS	Custom CSS is not supported
Custom login/signup pages	Use branded authentication pages instead of generic screens	No custom login pages	No custom login pages	Can hide Teamwork logo from login page (Grow+)	Branded portal welcome page (Pro plan)	Custom login pages are not supported
Email branding	Send all system emails with your branding	Company logo on email notifications	No email branding customization	Company logo in notifications	No custom SMTP	Email branding is limited
Custom brand fonts	Use your own fonts throughout the platform	No custom fonts	No custom fonts	No custom fonts	Custom fonts and logo on portal (Pro plan)	Not supported
Custom brand logos	Replace all platform logos with your own	Custom logo on documents and invoices	Custom logo on invoices	Logo on project templates and notifications	Custom fonts and logo on portal (Pro plan)	Paid ($)
Custom domain name	Run everything on your own domain	No custom domain	No custom domain	Custom domain with SSL (Deliver+ plans)	Custom domain via CNAME (Pro plan only)	Not supported
Custom email SMTP	Send emails from your own email infrastructure	No custom SMTP	No custom SMTP	Not supported	SMTP configuration for sending from your own email address	Not supported
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding	No workspace embedding	Not supported	No workspace embedding	Not supported
CUSTOMIZATION Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Flexible workspace setup	Shape the platform to match how your business works	Workspace with module configuration	Workspace organized by projects	Configurable project templates and views	Workspace configuration included	Workspace only
Main menu editor	Add, remove, or reorder navigation items freely	No menu editor	No menu editor	Customizable navigation (pin/unpin main menu items, reorder project tabs)	Toggleable portal modules (not full menu editor)	Workspace structure can be adjusted
User-based menus	Show different navigation for different roles	Module access varies by role	No user-based menus	Same menu for all users	No user-based menu customization	Menus cannot change per user
Custom user roles	Create role types beyond preset permissions	Customizable user roles and permissions	Fixed roles (Admin, User)	Predefined roles (Site Admin, Admin, Standard, Client)	Fixed roles only (no custom role creation)	Roles exist with limits
Advanced user permissions	Control access at a granular level	Granular permissions per module and action	Basic role-based permissions	Project-level permissions (4 levels)	No granular per-task permissions	Advanced permissions are supported
SSO / OAuth	Support enterprise-grade single sign-on	SSO available (Enterprise plan)	Google sign-in	SSO available via Advanced Security add-on (Enterprise only)	No SSO or OAuth	Email & password login only
INTEGRATIONS Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Connect with other tools	Integrate with external systems without lock-in	60+ native integrations plus Zapier and API	Zapier, Slack, Google Calendar, QuickBooks, and more	80+ integrations: Slack, HubSpot, Google Drive, Dropbox, QuickBooks, Xero	Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid	200+ integrations plus marketplace
Zapier integration	Connect to thousands of apps without custom code	Zapier integration	Zapier integration	Zapier integration available	Zapier integration (Pro plan only)	Zapier is supported
Make.com integration	Build advanced automation scenarios visually	Make.com integration available	No Make.com integration	Make.com integration available	Make.com integration (Pro plan only)	Make is supported
Pabbly Connect	Connect services without usage-based limits	No Pabbly Connect integration	Pabbly Connect integration	Possible via API	Pabbly Connect integration (Pro plan only)	Possible via API
Full REST API access	Build custom integrations with full system access	Full REST API available	REST API available	Full REST API available	Public API with 29 endpoints (Pro plan only)	REST API is supported
Incoming & outgoing webhooks	Send and receive real-time events	Incoming and outgoing webhooks	Webhooks via Zapier	Webhooks supported	Webhook events (Pro plan only)	Webhooks are supported
PLATFORM Collapse	Plutio 198/199	Scoro 70/199	Paymo 53/199	Teamwork 59/199	Moxie 85/199	Monday.com 77/199
Mobile apps	Access your business from native mobile apps	iOS and Android apps (limited functionality)	Native iOS and Android apps	iOS and Android apps available	iOS and Android apps	Full-featured mobile apps
iOS app	Full-featured iPhone app	iOS app available (limited features compared to web)	Native iOS app	Full iOS app available	iOS app available	iOS app is supported
Android app	Full-featured Android app	Android app available (limited features compared to web)	Native Android app	Full Android app available	Android app available	Android app is supported
Mac desktop app	Native macOS app for desktop workflows	No desktop app (web-based)	Desktop widget for time tracking	Desktop app wraps the web version	No Mac desktop app	Desktop app wraps the web version
Windows desktop app	Native Windows app for desktop workflows	No desktop app (web-based)	Desktop widget for time tracking	Desktop app wraps the web version	No Windows desktop app	Desktop app wraps the web version

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Frequently asked questions about Scoro alternatives

Can Plutio replace Scoro?

Yes. Plutio handles project management, time tracking, and invoicing, the same core areas Scoro covers, plus what Scoro lacks: proposals with e-signatures, contracts, a white-labeled client portal, appointment scheduling, and flat pricing without a 5-seat minimum. All of that from $19/month.

Is Plutio cheaper than Scoro?

Yes. Scoro requires a minimum of 5 seats on every plan. The Core plan costs $99.50/month minimum. Adding proposals, contracts, and scheduling tools from separate providers pushes the total above $130/month for a solo freelancer. Plutio costs $19/month with no seat minimums and includes all of those capabilities.

Does Scoro have a proposal builder?

No. Scoro has internal quoting tools for estimating project scope and margins, but no client-facing proposal builder with e-signatures. Freelancers using Scoro send proposals through separate tools like Bonsai or PandaDoc. Plutio includes a full proposal builder with interactive pricing and attached contracts.

Does Scoro have e-signature or contract tools?

No. Scoro has no contract builder or e-signature functionality. Contracts require a separate tool like DocuSign or Bonsai. Plutio includes contracts with legally binding e-signatures attached directly to the project and scope.

Does Scoro have a client portal?

No. Scoro has no white-labeled client portal. Scoro is an internal-facing platform, so clients cannot log in to check project status, download files, or approve deliverables without accessing internal tools. Plutio includes a fully white-labeled client portal on every plan with a custom domain.

Why does Scoro require a minimum of 5 seats?

Scoro targets professional services firms with teams of 10 or more people, so the pricing model assumes a minimum team size. Every plan requires 5 paid seats regardless of actual team size. A solo freelancer pays $99.50/month on Core before any features are used. Plutio has no seat minimums and starts at $19/month for one user.

Is it hard to switch from Scoro to Plutio?

Scoro exports contacts, projects, tasks, and time entries as CSV files. Those import directly into Plutio. Most freelancers complete the setup in a day and run both tools in parallel for 2-3 weeks while active Scoro projects finish and new work starts in Plutio.

Does Scoro have a free plan?

No. Scoro has no free plan. All plans require a minimum of five paid seats and start at $99.50/month for the Core plan billed annually. Plutio has no free plan but offers a 14-day free trial with full access to all features including proposals, contracts, and the client portal.

Does Plutio have resource planning like Scoro?

Plutio includes project management with task assignments, timelines, and team workload visibility. Scoro's dedicated resource planning module, which shows capacity forecasting at the role level, sits on Scoro's Performance plan at $49.90/user/month minimum, or $249.50/month for 5 seats.

Does Scoro have appointment scheduling?

No. Scoro syncs with Google Calendar and Microsoft Exchange but has no native client-facing booking pages or scheduling tools. Clients cannot book meetings through a Scoro link. Plutio includes built-in scheduling with branded booking pages, calendar sync, and availability management.

Who is Scoro built for?

Scoro targets professional services firms with 10 or more employees: creative agencies, consultancies, architecture firms, IT services providers, and engineering companies. Scoro's own positioning acknowledges the platform suits businesses at a later maturity stage with dedicated operations and finance teams. Solo freelancers and teams under five people are priced out by the minimum seat requirement.

Does Plutio have financial reporting like Scoro?

Plutio includes project budget tracking, time-based margin reporting, and invoicing reports. Scoro's strength is executive-level financial dashboards with real-time revenue recognition, role-based margin analysis, and portfolio-wide margin visibility. For most freelancers and small agencies, Plutio's reporting covers what's needed. For agencies running 20 or more concurrent projects with multi-role budgets, Scoro's financial depth may justify the cost.

Can my team use Plutio?

Yes. Plutio supports agencies on all paid plans with no per-user fees that scale with headcount. Scoro charges per user with a 5-seat minimum, so team costs increase with every hire. Plutio's flat pricing includes unlimited client access and team collaboration across all plan tiers.

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 there's no lock-in. Data can be exported as CSV files at any point during or after the subscription.

Why do freelancers leave Scoro?

The three most common reasons: the 5-seat minimum makes Scoro cost $99.50/month before any work is done, the platform has no proposals, contracts, or client portal so separate tools are still needed for the client-facing workflow, and the financial reporting complexity is designed for agency operations managers, not for solo service providers managing 10-20 clients.

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