| | $13.99/user/month (Deliver plan, $10.99/user annual) | $9/user/month (Basic, 3 user min) | $36/month (Starter, $29/month annual) | $15/month (Basic, $9/month annual) | $19/month (Start plan, $15/month annual) |
| No free plan (14-day trial available) | Free plan for up to 5 users and 5 projects | Free plan for up to 2 users | No free plan (7-day trial) | No free plan (trial available) | No free plan (14-day trial) |
| | | | 7-day trial + 60-day money-back guarantee | | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Full project management with List, Board, Table, and Gantt views | Highly flexible project structures | Projects with task lists and pipeline | Basic project and task management | Flexible project management with multiple modules |
Project roles and permissions | Control exactly who can view or edit each part of a project | 4 project access levels (full, read-only, overview, hidden) | You can control access at board and item level | 5 team roles with project access control | 4 fixed roles (PMs cannot view financials) | You can control project access using roles and permission rules |
| Unlimited boards to run parallel workflows in the same project | | You can create unlimited boards | You cannot use task boards | Strictly restricted to 1 board per project | You can create multiple boards, but each must be configured manually |
Embeddable project boards | Live project boards embedded into client portals or websites | No embeddable project boards | | You cannot embed project views | Embedding live project boards is not supported | You cannot embed live project boards externally |
| Read-only public links for sharing progress without risk | Limited sharing via client portal (no public links) | Boards can be shared publicly with limits | You can share projects via the client portal only | Portal access only (no public read-only links) | You can share projects using permission-based access |
Project stages and milestones | Define custom project lifecycles for different types of work | Custom task statuses and milestones with dependencies | You can define custom statuses and milestones | You can use pipeline stages, but they are predefined | Milestones with Gantt chart visualization | You can define stages and milestones per project |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Only invoicing is built-in (no proposals or contracts) | Proposals, contracts, and invoices are not supported | Integrated via Smart Files | Manual linking (no automatic project integration) | Modules are separate but can be linked manually |
Custom project data fields | Track, sort, filter, and report on custom project data | Custom fields on projects and tasks (Free: 2, Deliver: 3, Grow+: unlimited) | | | Text, number, date, URL (no filtering) | |
| Drag-and-drop tasks across customizable columns | Board view included on all plans | Boards can be viewed in Kanban style | You cannot view tasks in a kanban board | Kanban view (limited customization) | You can view and manage tasks in Kanban boards |
| Bulk-edit tasks like a spreadsheet | Table view with bulk editing | Boards default to table view | You cannot view tasks in a table | Basic table view (no bulk editing) | You can view records in tables, but columns and behavior are rigid |
| Clean task lists with clear hierarchy | List view is the default project view | Items can be viewed as lists | You can view projects in a list | Simple list view with basic sorting | You can manage tasks in a standard list view |
| See tasks and deadlines on a calendar | Calendar view shows tasks and deadlines | Calendar view is supported | You can see bookings on a calendar | Calendar view for tasks and deadlines | You can see tasks and deadlines on a calendar |
| Plan work visually with task order and dependencies | Gantt chart with dependencies and milestones | Gantt view is supported on higher plans | You cannot view work on a gantt chart | Gantt chart with drag-and-drop | No native Gantt chart view |
| Break work down into multiple nested levels | Nested subtasks supported | | You cannot split tasks into subtasks | Nested subtasks supported | You can break tasks into subtasks |
| Turn emails into tasks without manual copying | Forward emails to create tasks | | Not supported (email sync only) | No email-to-task conversion | |
| Keep discussions tied directly to each task | Comments with @mentions on tasks | | You cannot comment on tasks | Comments stay attached to tasks only | You can comment directly on tasks |
| Store files directly on the task they belong to | File attachments on tasks | Files can be attached to items | You can share files, but not attach them to tasks | File attachments (no file manager) | You can attach files directly to tasks |
| Define priority levels that fit your workflow | 3 default priority levels (high, medium, low) with custom options | Priority columns are supported | You cannot set task priorities | | You can assign priorities to tasks |
Task labels & color coding | Use unlimited labels to visually organize tasks | Tags and color labels on tasks | Status and label columns are supported | You cannot label or color-code tasks | No color coding (labels only) | You can label and color-code tasks |
| Assign tasks to one or multiple teammates | Multiple assignees per task | Multiple assignees are supported | You cannot assign tasks to multiple people | One assignee per task (no multi-assign) | You can assign multiple people, but coordination is manual |
| Reuse task-level structures across projects | Task list templates and project templates | Board and item templates are supported | You cannot reuse task templates | Task templates with dependencies | You can reuse task templates |
| Control access at the individual task level | Project-level permissions (4 levels, not per-task) | Permissions depend on board setup | You cannot set permissions per task | Project-level only (no task-level) | Permissions are controlled by roles, not per-task rules |
| Prevent work from starting out of order | Predecessor and successor dependencies | Dependencies are supported | You cannot link tasks together | Waiting on, Blocking, Related to | Task dependencies require Pinnacle plan ($99/month) |
| Automate repeating work with flexible schedules | Recurring tasks with flexible schedules | Recurring items are supported | You cannot create recurring tasks | Daily, weekly, monthly, milestones | You can create recurring tasks |
| Add task-level fields for tracking custom details | Custom fields on tasks (Free: 2, Deliver: 3, Grow+: unlimited) | | | Custom fields (text and number only) | |
| Easily track time using timers or manual entries | Timer and manual time entry built-in | Time tracking column (Pro and Enterprise plans only, $16/seat/month) | Basic time tracking (manual entry on desktop, stopwatch on mobile) | Timer and manual time entry | You can track time using timers or manual entry |
| Log time directly against tasks and subtasks | Track time per task and subtask | You can track time per item | Project-level only, no task-level tracking | Limited to task-level only (no subtask tracking) | You can track time directly on tasks |
| See time spent per project and per client | Track time per project and client | Project time requires rollups | Time tracked at project level | | You can track total time per project |
| Clearly separate billable and non-billable time | Billable and non-billable categorization | Billable logic is not supported | Billable time tracking available | Billable and non-billable categorization | You must manually define what counts as billable |
| Turn tracked time into invoices without extra steps | Generate invoices from time logs, export to QuickBooks or Xero (no payment collection) | Invoices are not supported | Invoice from time logs (desktop only) | One-click invoice from time entries | Tracked time can be invoiced with manual confirmation |
| View detailed time reports by task, project, or client | Detailed timesheet reports with filters | Time tracking add-on required | Basic time logs per project | Detailed timesheet reports | You can generate detailed time reports |
| See how each team member tracks their time | Company timesheets (Grow+) with approval workflows (all plans) | Team views require dashboards | Team members can log time on shared projects | Per-member timesheets with locking | You can view time logs per team member |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Not built-in (requires third-party tools) | Monday.com is for project management only | Smart files combine proposals and contracts | Customizable proposals with e-signatures | Proposals with line items and attachments |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | | Proposals are not supported | You can edit sections, not free drag-and-drop) | Visual editor (no true drag-and-drop) | You can edit proposals visually, but layout control is complex |
Reusable proposal templates | Reuse proven proposal layouts across clients | | Proposals are not supported | You can use proposal templates | Industry templates plus custom templates | You can use prebuilt proposal templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | | Proposals are not supported | You can see when a proposal is viewed | | You can see status changes, not detailed viewing analytics |
Live messenger on proposals | Answer questions directly while clients review proposals | | Proposals are not supported | You cannot chat inside proposals | No live chat in proposals | You cannot message clients inside proposals |
| Move from proposal to contract, invoice, or booking automatically | | | Complete Smart Files flow | Proposal-contract link only (no scheduler) | Limited proposal-to-booking flow |
Convert proposal to invoice | Create invoices directly from approved proposals | | Invoices are not supported | Accepted proposals create invoices | Auto-generate invoice from accepted proposal | You can convert proposals to invoices with manual steps |
| Offer upsells and add-ons directly inside proposals | | Proposal pricing is not supported | You can offer packages and add-ons | Packages with single, multi-select options | You can create packages using configuration rules |
Interactive pricing tables | Let clients choose options before approving | | | Pricing updates dynamically | Static pricing only (no client selection) | Pricing tables exist but do not update dynamically |
Dynamic data and variables | Auto-fill proposal content with client and project data | | | | Basic smart fields (limited variables) | You can use variables to auto-fill proposal content |
| Automatically expire proposals after a set date | | | You can set proposal expiry | Manual expiry dates (no automation) | You can set proposal expiration dates |
| | Project reports exportable (no proposal PDFs) | | You can download proposal PDFs | Basic PDF export (limited branding) | You can download proposals as PDFs |
| Create reusable proposal sections you can reuse on demand | | | You can reuse proposal sections | Reusable blocks not supported (templates only) | You can reuse content via templates, not blocks |
Legally binding e-signatures | Collect secure electronic signatures on proposals | | Monday.com has no e-signatures | | Basic e-signatures (limited audit trail) | Clients can sign proposals online |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | | Proposals are not supported | | Text and date custom fields only | Custom fields available with configuration |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | | Monday.com does not handle contracts | Smart files combine contracts and invoices | Legally vetted templates with e-signatures | |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | | | You cannot visually build contracts | Visual editor (no full drag-and-drop) | Contracts use structured templates, not free-form builders |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | | E-signatures are not supported | Contracts support legal e-signatures | Legally binding e-signatures | Contracts support legally binding signatures |
Multi-signature / signees | Collect signatures from multiple people on the same contract | | Contracts are not supported | You can collect multiple signatures, with fixed roles | Multiple signers and recipients | You can add multiple signers to contracts |
Reusable contract templates | Reuse contract structures to create new agreements faster | | Contracts are not supported | You can use contract templates | Industry-specific and custom templates | You can use predefined contract templates |
Auto-reminders automation | Automatically follow up until contracts are signed | | Contract reminders are not supported | You can send automatic reminders | Auto-reminders (stop after 16 days overdue) | Signing reminders send automatically |
| Auto-fill contract content with client and project data | | Contracts are not supported | You can use smart fields in contracts | Basic smart fields (limited variables) | Variables auto-fill contract fields |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | | Automations apply to items, not payments | Contracts can trigger workflows | Contract & proposal triggers only | Contracts can trigger workflows only if configured |
| See when contracts are opened and reviewed | | Payment notifications are not supported | You receive contract notifications | Basic email notifications (no detailed tracking) | You receive notifications when contracts are viewed or signed |
PDF download with signature certificate | Download signed contracts with official proof of signature | | Contracts are not supported | You can download signed PDFs | Basic PDF download (limited certificate) | Signed contracts can be downloaded with certificates |
Custom signer data fields | Collect structured signer information during signing | | Contracts are not supported | You cannot customize signer fields | Standard fields only (name & email) | Signer fields are configurable with limits |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | | Contracts are not supported | | Custom fields (contact info only) | Custom fields available with configuration |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Basic invoicing from time logs and fixed fees (export to PDF, QuickBooks, Xero; no payment collection) | Monday.com does not handle billing | Invoices with instant online payments | Invoicing with multiple payment options | Full invoicing with payment tracking |
| Match invoices to your brand with custom logos, colors, and layout | Basic invoice layout (no drag-and-drop branding) | Invoices are not supported | | Limited branding (logo and colors only) | Invoices support logos, colors, and branding |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | | Invoices are not supported | Fixed themes (non-customizable layouts) | Pre-built templates (no drag-drop) | Visual builder but complex setup |
| Edit pricing, quantities, descriptions, and structure freely | Basic line items on invoices (time logs and fixed fees) | Invoices are not supported | | Line items (no advanced customization) | You can edit invoice line items |
Item or invoice discounts | Apply discounts at the item or full invoice level | | Invoices are not supported | | Discounts (percentage or fixed, no tiered) | You can apply discounts to invoices |
| Create tax rules that match your location and use case | | Invoices are not supported | | Basic tax configuration (no automation) | You can configure tax rates |
| Accept bank transfers for lower-fee payments | | Payments are not supported | You can accept bank transfers | ACH via Bonsai Payments (US, UK, CA, AU only) | You can accept bank payments |
| Accept credit and debit cards instantly | No native Stripe payment integration | Stripe works via third-party tools | You can accept payments via Stripe | Stripe payments supported | You can accept payments through Stripe |
| Collect in-person payments when needed | | Payments are not supported | You cannot accept payments via Square | | You cannot accept payments via Square |
| Let clients pay using PayPal | | Possible via integrations only | You cannot accept payments via PayPal | PayPal payments supported | You can accept payments via PayPal |
Flexible partial payments | Collect deposits and split payments across milestones | | Payments are not supported | You can accept partial payments | Partial payments (manual milestone setup) | You can accept partial payments |
| Break invoices into scheduled installments | | Payments are not supported | You can split invoices into payments | Payment plans (limited automation) | You can split invoices into installments |
Automated recurring invoices | Automatically send invoices on a recurring schedule | | Invoices are not supported | You can schedule payments, not subscriptions | Weekly, biweekly, monthly, yearly recurrence | You can schedule recurring invoices |
| Manage ongoing client subscriptions and billing | | Subscriptions are not supported | You cannot manage subscriptions | Recurring invoices (no subscription portal) | Subscriptions can be managed with setup |
Automated payment reminders | Follow up automatically until invoices are paid | | Payments are not supported | Payment reminders send automatically | Automated reminders (stop after 16 days) | Payment reminders send automatically |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | | Invoices are not supported | You can reuse invoice templates | Templates available (limited customization) | You can reuse invoice templates |
Multiple currency support | Bill clients globally in their local currency | Multi-currency support (1 on Free, 5 on Deliver, unlimited on Grow+) | Board currency columns exist | You can use one account currency only | Multi-currency (manual exchange rates) | You can invoice in multiple currencies with account limits |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Basic invoice automation via time log triggers | Automations apply to items, not payments | Contracts can trigger workflows | Payment & form triggers only | Contracts can trigger workflows only if configured |
| See when invoices are opened and paid | Basic invoice notifications (no detailed view tracking) | Payment notifications are not supported | You receive contract notifications | Email notifications (no real-time tracking) | You receive notifications when contracts are viewed or signed |
Built-in expense tracking | Track project-related costs alongside invoices | Budget tracking per project (no receipt-level expenses) | Expenses are not supported | You cannot track expenses | Expense tracking (auto-categorization via bank sync) | |
| Collect upfront payments before work starts | | Invoices are not supported | | Deposits supported (manual collection) | You can request invoice deposits |
Auto-invoice billable time | Turn tracked time into invoices automatically | Export time to QuickBooks or Xero for invoicing | Monday.com has no invoicing | There is no time to convert | Time-to-invoice (manual confirmation required) | Time can be invoiced with manual confirmation |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | | Invoices are not supported | | Text and date custom fields only | Custom fields available with configuration |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Project messages and Chat included with paid plans (no unified client inbox) | Updates inbox exists for board activity | Messages and emails live in one inbox | A unified client inbox is not supported | Messages are grouped by module, not unified |
| Connect and manage all your email accounts in one place | Email-to-task and email notifications (no full inbox sync) | Email-to-board is supported | | Send-only (no inbox sync) | You can sync external email accounts |
| Add real-time chat to your website and client portals | | Live chat is not supported | You cannot add live chat to your site | | Live chat is available via portal widgets |
| Message teammates privately without leaving your workspace | Direct messages via Teamwork Chat (included with paid plans) | Direct messages are supported | | Direct messaging is not supported | Direct messages exist with limits |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Project-level messages tied to tasks and projects | Comments stay tied to items | Messages are tied to projects | No in-app project messaging | Context depends on where the message was sent |
| Create shared spaces for team-wide discussions | Team channels via Teamwork Chat (included with paid plans) | Updates act like channels | You cannot create team channels | Team chat is not supported | You cannot create team chat channels |
| Organize channels by team, topic, or workflow | Channels via Teamwork Chat (basic, included with paid plans) | Board updates can be organized | Channels are not supported | | |
| Notify teammates instantly inside conversations | @mentions in task comments and messages | | You cannot mention teammates | | @mentions work in specific areas only |
| See when messages are read | | Seen indicators exist in updates | You can see when clients read messages | Read receipts are not supported | Read receipts are not consistently visible |
| Share files directly inside conversations | File attachments in task comments (no dedicated chat) | Files can be shared in updates | You can share files in messages | Share files and links in portal messages | Files are attached to records, not chat threads |
| Collaborate on incoming emails as a team | | | | | Limited team email sharing |
| Access and respond to messages on mobile | iOS and Android apps include messaging | Mobile app includes inbox | | | Mobile app has limited inbox features |
| Reply from your email client and keep conversations synced | Email replies create task comments | Email replies create board items | Email replies sync to conversations | | Limited email reply support |
| Keep all client and project files in one organized place | File storage on tasks and projects | Files are item-based, not a file system | Files exist per project only | Project document storage with client access | You can store and manage files centrally |
Advanced folder organization | Organize files by project, client, or structure you choose | Project-based file organization (no nested folders) | 3-level folder hierarchy within workspaces | Fixed themes (non-customizable layouts) | Project-level only (no granular) | Project-based file sections |
| Control who can view or edit folders | Project-level permissions control file access | Board-level permissions only | Fixed themes (non-customizable layouts) | Project-level only (no granular) | |
| Group files by person when needed | Files are project-based, not person-based | Files are item-attached, not person-based | Fixed themes (non-customizable layouts) | | Files are project-attached only |
| Keep files scoped to each project | Files organized within projects | Files organize within board folders | Fixed themes (non-customizable layouts) | Project-based file sections in portal | Project-based file sections |
| Preview files instantly without downloading | In-app file previews supported | Files Gallery preview view | Fixed themes (non-customizable layouts) | | Preview via project files |
| Capture file metadata you can sort and filter | No custom file metadata fields | Custom form fields are supported | You can add custom fields | Contact info only (no CRM fields) | You can add custom fields across modules |
| Create and edit documents directly inside Plutio | Teamwork Spaces is a separate product | WorkDocs for embedded editing | Fixed themes (non-customizable layouts) | No built-in document editor | |
Comments on files and docs | Leave comments directly on files and documents | Comments on task attachments | File annotation and comments | Fixed themes (non-customizable layouts) | No file commenting system | Comments on project files |
| Move, tag, or manage many files at once | Bulk file select, download, move, copy, and delete | Bulk select in Files Column | Fixed themes (non-customizable layouts) | | |
| Find files quickly using search and filters | Search across projects and files | Search across boards and files | Fixed themes (non-customizable layouts) | | Search within project files |
| Sync files with Google Drive or Dropbox | Google Drive, Dropbox, OneDrive integrations | Google Drive, Dropbox, Box, OneDrive | Fixed themes (non-customizable layouts) | | |
| Restrict access with permissions or passwords | Project-level access controls | Board-level sharing controls | Fixed themes (non-customizable layouts) | | Role-based sharing controls |
| Share files externally with controlled access | Share via project access (no direct file links) | | Fixed themes (non-customizable layouts) | Portal sharing only (no direct file links) | Project-based sharing only |
| Let clients book meetings directly without back-and-forth emails | | Monday.com does not have scheduling | Scheduler with intake forms | Booking pages with calendar sync | Scheduler with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | | Booking pages are not supported | Branding options are limited | Custom branding on booking pages | Booking pages support custom branding |
Advanced availability management | Define flexible availability rules applied automatically to bookings | | Scheduling is not supported | You can control availability | Event types with availability windows | You can define availability rules |
| Add buffer time automatically between meetings | | Scheduling is not supported | | Buffer times (no daily limits) | You can add buffer times to bookings |
| Create unlimited booking types with different rules and setups | | Scheduling is not supported | You can offer multiple session types | Custom event types with different durations | You can offer multiple booking types |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | No scheduling feature (project calendar sync only) | Calendar sync is supported | Fixed themes (non-customizable layouts) | Calendar sync (Google and Outlook only) | |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | | Scheduling is not supported | Confirmation customization is limited | Email customization (limited template control) | Confirmation messages have limited customization |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | | Scheduling is not supported | You cannot redirect after booking | Redirect supported (basic URL redirect) | Redirects require workflow configuration |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | | Automations apply to items, not payments | Contracts can trigger workflows | Booking triggers (limited action types) | Contracts can trigger workflows only if configured |
| Send automatic reminders without manual follow-ups | | Notifications exist, not bookings | Meeting reminders send automatically | Auto-reminders (email only, no SMS) | Meeting reminders send automatically |
Automatic timezone detection | Handle timezones automatically without manual adjustments | | Timezone exists per account | Timezones adjust automatically | Timezone detection (basic support) | Timezones adjust automatically |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | | Monday.com has no scheduling | Fixed themes (non-customizable layouts) | Require payment to book via Bonsai Payments or Stripe | Payments via integrations only |
| Build booking forms with full control over questions and layout | | Booking forms are not supported | | Custom intake questions and forms on booking events | You can customize booking forms |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | Scheduling is not supported | You can set booking limits | Notice periods (no per-event daily limits) | You can set booking limits |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | | Monday.com has no scheduling | Clients can reschedule or cancel | Clients can reschedule or cancel from confirmation email | Clients can reschedule or cancel bookings |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Rule-based automations (all plans including Free with 100 actions/month, no visual builder) | AI-powered cross-board workflows | AI-powered workflow builder with branching | Contract, proposal, invoice, form triggers | Workflow automation with triggers |
| Start workflows from real events across projects, clients, and payments | Task-based triggers: status change, assignee change, due date (all plans) | Item-based automations are supported | You can automate actions with workflows | Contract signed, proposal accepted, form filled | You can build trigger-based workflows |
| Run workflows on schedules you control, not fixed intervals | | Recurring automations exist with limits | Workflows cannot repeat on a schedule | | Workflows can run on schedules |
| Chain multiple actions into one continuous automation | Single trigger with multiple actions | Multi-step automations are supported | Workflows can include multiple steps | | You can chain multiple automation steps |
| Create conditional paths instead of one-size-fits-all flows | | Conditional logic is supported | Branching exists, but options are limited | | Conditional logic is supported |
| Add precise timing between steps, down to minutes or days | | | You can delay workflow steps | | |
| Create, update, or move records automatically across the system | Auto-create tasks and update statuses | Tasks and boards can be created automatically | Creation actions are limited | Auto-create (projects and clients only) | Records can be created automatically with setup |
| Reorganize work automatically without manual cleanup | Move tasks between lists and projects | Items can duplicate automatically | Items cannot be duplicated automatically | | Records can be duplicated automatically |
| Automatically archive or remove records based on rules | Archive tasks and projects manually | Items can delete automatically | Items cannot be deleted via automation | | Deletion requires safeguards and rules |
| Trigger or receive real-time events from external systems | Webhooks and REST API available | API and webhooks are supported | You cannot use APIs or webhooks | Webhooks (outgoing only, no incoming) | You can trigger API calls and webhooks |
| Send automated emails tied to real workflow events | Email notifications on triggers (no custom email templates) | Emails can be sent via automations | Workflows can send emails | Logo & colors (no custom domain) | Emails can be sent automatically |
| Add notes or comments automatically where work happens | Auto-add comments via triggers | | You cannot post comments via automation | | Comments can be posted via workflows |
| See exactly what ran, when, and why | Automation activity logs with run history | Automation logs are supported | You cannot view automation logs | | Automation activity is logged |
| Pass data between steps dynamically without manual mapping | No dynamic variable support in automations | Formula and column values can be reused | | | Variables work across automation |
| Run workflows that span projects, tasks, proposals, invoices, and more | Automations limited to tasks and projects | Cross-board automations are supported | Forms, bookings, and payments trigger workflows | | Actions can trigger across modules |
| Build fully branded forms that match your workflow and client experience | Intake forms on projects (basic, no branding control) | WorkForms with branding and conditional logic | Questionnaires with limited styling | Branded intake and questionnaire forms | Form builder with file uploads |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Drag-and-drop form builder with customization (Grow+ for branding) | | You cannot visually build contracts | Form editor (no true drag-and-drop) | Contracts use structured templates, not free-form builders |
| Reuse form structures without rebuilding from scratch | Project templates include intake forms | | You cannot reuse form templates | Form templates with auto-CRM sync | You can reuse form templates |
| Collect structured data you can sort, filter, and report on | Basic custom fields on intake forms | Custom form fields are supported | You can add custom fields | Custom fields (limited field types) | You can add custom fields across modules |
| Show or hide fields based on responses, not static forms | Conditional logic on forms (If/then on Grow, If/and/or/then on Scale+) | Conditional logic exists in forms | Fields cannot change based on answers | Conditional logic (limited complexity) | Fields can change based on answers |
Instant email notifications | Get notified immediately when forms are submitted | Email notifications on form submission | Notifications can trigger on submit | You can email on submission | Email notifications (no customization) | Notifications can send on submission |
| Trigger automated workflows when a form is submitted | Form submissions can trigger task creation | Automations apply to items, not payments | Contracts can trigger workflows | Basic automation triggers (limited actions) | Contracts can trigger workflows only if configured |
| Embed forms anywhere without layout restrictions | Embeddable forms via iframe code | | | Embed via iframe (limited styling control) | Forms can be embedded on websites |
Advanced field preferences | Control required, hidden, and default field behavior | Basic field settings only | WorkForms conditional logic | | | Field behavior options are limited |
Comprehensive field types | Collect text, files, dates, selections, and more | Text, date, and select fields (limited types) | Many field types supported | | | Most common field types are available |
| Collect legally binding signatures directly inside forms | No signature field on forms | Signatures are not supported | Forms can include signatures | E-signature field (basic, no advanced options) | Forms can include signatures |
| Accept file uploads as part of form submissions | File upload field available on forms | File uploads via WorkForms | | Clients can upload files to projects | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | | | You cannot redirect after submit | | Redirects after submission are supported |
| Manage contacts and companies in one connected system | People section for contacts (Teamwork CRM is a separate product) | Contacts via boards, not native CRM | Pipeline with AI lead prioritization | CRM with Deals pipeline for leads | Full CRM with lead portals |
| Track organizations, not just individual contacts | Company records available (basic) | Companies can be modeled manually | Companies exist, but contacts come first | Companies (basic info only, no hierarchy) | You can group contacts into companies |
Custom contact data fields | Collect and manage structured contact data you define | Custom fields via Teamwork CRM add-on only | Custom CRM fields are supported | | Custom fields (text and select only) | CRM fields are customizable |
Complete activity timeline | See every interaction with a client in one place | Task and project activity per person (not a CRM timeline) | | You can see full activity history | Activity log (projects and invoices only) | Activity history exists across modules |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Tags on people records (basic) | Tags and status columns are supported | You can tag and segment contacts | Tags (no advanced segmentation) | Contacts can be tagged and segmented |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | Teamwork Spaces (integrated on Deliver+, coming soon on Free) | Docs are supported, not a wiki system | You cannot create an internal wiki | | You can create internal knowledge bases |
Beautiful rich text pages | Write structured, formatted content without complexity | Requires Teamwork Spaces add-on | | Not supported (requires integration) | | |
| Build deep knowledge hierarchies without limits | Requires Teamwork Spaces add-on | | Not supported (requires integration) | | |
Granular page permissions | Control exactly who can view or edit each page | Requires Teamwork Spaces add-on | | Not supported (requires integration) | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Portfolio dashboard with project overview (not fully customizable) | | HoneyBook does not have custom dashboards | Dashboard (fixed layout, no customization) | |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | Drag-and-drop dashboard builder (all paid plans) | | Limited dashboard widgets | Pre-configured widgets only | Widget-based, no drag-drop |
| Visualize data with customizable charts | Project progress and workload charts | | | Charts (revenue and time only) | |
| Track key numbers without manual reporting | Profitability and utilization metrics (Grow plan+) | | | Metrics (revenue and project totals only) | |
| Monitor progress toward defined goals | | | Not supported (requires integration) | | |
| Add contextual notes directly to dashboards | No notes widget on dashboard | | Not supported (requires integration) | | |
| View upcoming events alongside work and metrics | Calendar widget on dashboard | | | Calendar widget (upcoming tasks only) | Limited calendar integration |
| Track revenue and expenses in the same view | Budget and profitability tracking (Grow plan+) | No financial widgets in Monday | Revenue & invoice tracking | Revenue tracking (invoices only, no expenses) | |
| Run the entire platform under your brand | Custom branding on Grow+ (add your own logo and branding) | Monday.com branding always visible | HoneyBook branding, not white-label | Documents and portal only (no admin theming) | Full white-label with custom domains |
| Apply your brand colors across the system | Color themes on Deliver+ (no Free plan theme customization) | Board colors can be customized | Color themes on Deliver+ (no Free plan theme customization) | No admin interface theming | UI theme options are limited |
| Fine-tune styling beyond basic theming | | Custom CSS is not supported | You cannot apply custom CSS | | Custom CSS is supported with constraints |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Can hide Teamwork logo from login page (Grow+) | Custom login pages are not supported | Login pages cannot be customized | Branded login (fixed layout) | Login and signup pages can be customized |
| Send all system emails with your branding | Company logo in notifications | Email branding is limited | You can brand outgoing emails | Logo in emails (no custom templates) | |
| Use your own fonts throughout the platform | | | You cannot use custom fonts | | Font selection is limited |
| Replace all platform logos with your own | Logo on project templates and notifications | | | Logo (documents and portal only) | |
| Run everything on your own domain | Custom domain with SSL (Deliver+ plans) | | Not supported (requires integration) | | |
| Send emails from your own email infrastructure | | | Not supported (requires integration) | | |
| Embed Plutio directly into your website or product | | | Not supported (requires integration) | | |
| Shape the platform to match how your business works | Configurable project templates and views | | HoneyBook has fixed workspace | No workspace customization | |
| Add, remove, or reorder navigation items freely | Customizable navigation (pin/unpin main menu items, reorder project tabs) | Workspace structure can be adjusted | You cannot customize navigation | Fixed menu (no customization) | Navigation can be rearranged with setup |
| Show different navigation for different roles | | Menus cannot change per user | Menus are the same for all users | | Menus depend on assigned roles |
| Create role types beyond preset permissions | Predefined roles (Site Admin, Admin, Standard, Client) | | You cannot define custom roles | 4 fixed roles (no custom) | You can define custom roles |
Advanced user permissions | Control access at a granular level | Project-level permissions (4 levels) | Advanced permissions are supported | Permissions are not configurable | Project permissions (no granular control) | Permissions can be configured in detail |
| Support enterprise-grade single sign-on | SSO available via Advanced Security add-on (Enterprise only) | Email & password login only | | Email & password login only | SSO is available on higher plans |
| Integrate with external systems without lock-in | 80+ integrations: Slack, HubSpot, Google Drive, Dropbox, QuickBooks, Xero | 72+ integrations plus marketplace | | Integrations (Zapier and Make only) | Native integrations via API |
| Connect to thousands of apps without custom code | Zapier integration available | | You can connect HoneyBook to Zapier | Zapier (limited triggers and actions) | Zapier can connect to SuiteDash |
| Build advanced automation scenarios visually | Make.com integration available | | You cannot connect via Make | Make.com (limited modules) | Make can connect to SuiteDash |
| Connect services without usage-based limits | | | You cannot connect via Pabbly | | Pabbly can connect using API |
| Build custom integrations with full system access | | | | REST API (read-only, limited endpoints) | You can access a REST API |
Incoming & outgoing webhooks | Send and receive real-time events | | | | Webhooks (outgoing only, limited events) | |
| Access your business from native mobile apps | iOS and Android apps available | Full-featured mobile apps | Full-featured iOS and Android apps | Mobile apps (iOS and Android, limited features) | Mobile-responsive, no native apps |
| | | | You can use HoneyBook on iOS | iOS app (basic features only) | Mobile app exists with limited functionality |
| Full-featured Android app | Full Android app available | | You can use HoneyBook on Android | Android app (basic features only) | Android app exists with limited functionality |
| Native macOS app for desktop workflows | Desktop app wraps the web version | Desktop app wraps the web version | | | No native Mac desktop app exists |
| Native Windows app for desktop workflows | Desktop app wraps the web version | Desktop app wraps the web version | | Web only (no Windows app) | No native Windows desktop app exists |
