Best business and project management tools for professional freelancers and agencies

Fully flexible project and task setup you can shape to your workflow

Multiple views with dependencies

Projects with task boards

Projects with task lists and pipeline

Highly flexible project structures

Flexible project management with multiple modules

Control exactly who can view or edit each part of a project

You can control project access per user and team

You can control who has access to each project

5 team roles with project access control

You can control access at board and item level

You can control project access using roles and permission rules

Unlimited boards to run parallel workflows in the same project

You can create multiple boards per project

You can create unlimited boards

Live project boards embedded into client portals or websites

You can embed read-only project views

Boards can be embedded

Read-only public links for sharing progress without risk

You can share project links publicly

Boards can be shared publicly with limits

Define custom project lifecycles for different types of work

You can define custom sections and milestones

Milestones with Gantt chart visualization

You can define custom statuses and milestones

You can define stages and milestones per project

Everything related stays connected to the project automatically

All modules connect to the project lifecycle

Proposals, contracts, invoices linked

Proposals, contracts, and invoices live inside projects

Integrated via Smart Files

Track, sort, filter, and report on custom project data

Full custom field support

Custom columns on boards

Custom fields available

Drag-and-drop tasks across customizable columns

You can manage tasks in Kanban boards

Boards can be viewed in Kanban style

You can view and manage tasks in Kanban boards

Bulk-edit tasks like a spreadsheet

You can view tasks in table format

Boards default to table view

Clean task lists with clear hierarchy

You can manage tasks as simple to-do lists

You can view tasks in lists

Tasks are managed as simple to-do lists

You can manage tasks in simple lists

You can view projects in a list

Items can be viewed as lists

You can manage tasks in a standard list view

See tasks and deadlines on a calendar

You can see tasks and bookings on a calendar

You can view tasks on a calendar

You can see due dates on a project calendar

Calendar view for tasks and deadlines

You can see deadlines and appointments on a calendar

You can see bookings on a calendar

Calendar view is supported

You can see tasks and deadlines on a calendar

Plan work visually with task order and dependencies

Timeline view functions as a Gantt chart

Gantt chart with drag-and-drop

Gantt view is supported on higher plans

Gantt charts are available for project planning

Break work down into multiple nested levels

You can break tasks into subtasks

Nested subtasks supported

Subitems are supported

You can break tasks into subtasks

Turn emails into tasks without manual copying

Included

Included

Included

Included

Keep discussions tied directly to each task

You can comment directly on tasks

You can comment on to-dos

You can comment on items

You can comment directly on tasks

Store files directly on the task they belong to

You can attach files to tasks

You can attach files to to-dos

Files can be attached to items

You can attach files directly to tasks

Define priority levels that fit your workflow

Priority columns are supported

You can assign priorities to tasks

Use unlimited labels to visually organize tasks

You can tag tasks and use color labels

Status and label columns are supported

You can label and color-code tasks

Assign tasks to one or multiple teammates

You can assign tasks to multiple teammates

Multiple assignees are supported

Reuse task-level structures across projects

You can reuse task lists through workflows

You can reuse task and project templates

Task templates with dependencies

You can reuse workflows and form templates

Board and item templates are supported

You can reuse task templates

Control access at the individual task level

Prevent work from starting out of order

You can define task dependencies

Waiting on, Blocking, Related to

Dependencies are supported

You can define task dependencies

Automate repeating work with flexible schedules

You can create recurring tasks

Daily, weekly, monthly, milestones

Recurring items are supported

You can create recurring tasks

Add task-level fields for tracking custom details

Full custom field support

Custom columns on boards

Custom fields available

Easily track time using timers or manual entries

Start and stop timers or log time manually

Timer and manual time entry

Timer and manual time entry

Time tracking column is supported

You can track time using timers or manual entry

Log time directly against tasks and subtasks

You can track time per item

You can track time directly on tasks

See time spent per project and per client

Track time across different projects and clients

Time tracked per project

Time tracked per project

You can track total time per project

Clearly separate billable and non-billable time

Billable hours with invoicing

Billable and non-billable categorization

Turn tracked time into invoices without extra steps

Convert tracked billable time into an invoice

Time to invoice in one click

One-click invoice from time entries

View detailed time reports by task, project, or client

Detailed timesheet reports

You can generate detailed time reports

See how each team member tracks their time

Per-member timesheets with locking

You can view time logs per team member

Create proposals clients can review, approve, and sign in one flow

Proposals with signatures

Customizable proposals with e-signatures

Proposals with pricing tables

Smart files combine proposals and contracts

Proposals with line items and attachments

Create custom, branded proposals without layout limits or code

You can build proposals using drag-and-drop forms

Reuse proven proposal layouts across clients

Save and reuse your own proposal templates

Modifiable proposal templates

Industry templates plus custom templates

You can use proposal templates

You can use proposal templates

You can use prebuilt proposal templates

See exactly when proposals are opened and reviewed

See when proposals are viewed

Real-time view tracking

You can see when a proposal is viewed

Answer questions directly while clients review proposals

Move from proposal to contract, invoice, or booking automatically

Proposal to contract to invoice

You can add proposal items like services or products

Complete Smart Files flow

Create invoices directly from approved proposals

You can turn accepted proposals into invoices

One-click proposal to invoice

Auto-generate invoice from accepted proposal

Accepted proposals create invoices

Accepted proposals create invoices

Offer upsells and add-ons directly inside proposals

Packages with single, multi-select options

You can offer packages and add-ons

You can offer packages and add-ons

Let clients choose options before approving

Pricing updates based on selections

Pricing updates dynamically

Auto-fill proposal content with client and project data

Use tokens to insert client and project data automatically

You can use smart fields

You can use smart fields

You can use variables to auto-fill proposal content

Automatically expire proposals after a set date

You can set proposal expiry

You can set proposal expiration dates

Download as branded PDFs

You can download proposals as PDFs

PDF export included

You can download proposal PDFs

You can download proposal PDFs

Included

You can download proposals as PDFs

Create reusable proposal sections you can reuse on demand

Save and reuse sections across different documents

You can reuse form sections

You can reuse proposal sections

Collect secure electronic signatures on proposals

Clients can sign your agreements online

Legally binding e-signatures

Clients can sign documents online

Clients can sign online

Clients can sign proposals online

Create custom proposal data you can sort, filter, and report on

Create, send, and sign contracts in one continuous flow

Contracts with e-signature capture

Freelancers Union templates

Legally vetted templates with e-signatures

Contract creation with automation

Smart files combine contracts and invoices

Full contract management

Create fully custom contracts with flexible layouts, no code or formatting limits

Intake forms can be built visually

Form view is supported

You can build contracts using form blocks

Form view is supported

Collect secure signatures with audit trails and signer verification

E-signatures meet standard legal requirements

E-signatures with audit trail

Legally binding e-signatures

Contracts support legal e-signatures

Contracts support legal e-signatures

Contracts support legally binding signatures

Collect signatures from multiple people on the same contract

Multiple signers and recipients

You can add multiple signers to contracts

Reuse contract structures to create new agreements faster

You can use contract templates

Legal templates from Freelancers Union

Industry-specific and custom templates

You can use contract templates

You can use contract templates

You can use predefined contract templates

Automatically follow up until contracts are signed

You can send automatic reminders

Reminders send automatically

You can send automatic reminders

Signing reminders send automatically

Auto-fill contract content with client and project data

You can insert custom fields

You can use smart fields in contracts

You can use smart fields in contracts

Variables auto-fill contract fields

Trigger automated workflows the moment a contract is signed

Contracts can trigger workflows

Contracts trigger workflows

Contracts can trigger workflows

See when contracts are opened and reviewed

You receive email notifications

Booking and payment notifications are supported

View notifications included

You receive signing notifications

You receive contract notifications

You receive notifications when contracts are viewed or signed

Download signed contracts with official proof of signature

You can download signed PDFs

PDF with signature certificate

You can download signed PDFs

You can download signed PDFs

Signed contracts can be downloaded with certificates

Collect structured signer information during signing

Create custom contract data you can sort, filter, and report on

Send invoices and collect payments in one connected flow

Invoices with Stripe and PayPal

Invoicing with payment processing

Invoices with Stripe and PayPal

Invoicing with multiple payment options

Invoices with payment plans

Invoices with instant online payments

Full invoicing with payment tracking

Match invoices to your brand with custom logos, colors, and layout

You can brand invoices

You can brand invoices

Invoices support logos, colors, and branding

Create custom invoice layouts visually without formatting limits

Edit pricing, quantities, descriptions, and structure freely

You can customize invoice line items

Customizable line items

Flexible line items

You can edit line items

You can edit line items

You can edit invoice line items

Apply discounts at the item or full invoice level

You can add discounts to line items

Discounts supported

You can apply discounts

You can apply discounts

You can apply discounts to invoices

Create tax rules that match your location and use case

You can set custom tax rules

You can set tax rates

You can set tax rates

You can configure tax rates

Accept bank transfers for lower-fee payments

ACH payments supported

You can accept bank payments

You can accept bank transfers

You can accept bank payments

Accept credit and debit cards instantly

Stripe integration available

You can collect payments via Stripe during booking

Stripe payments included

Stripe payments supported

You can accept payments via Stripe

You can accept payments via Stripe

You can accept payments through Stripe

Collect in-person payments when needed

Square integration available

You can collect payments via Square during booking

Let clients pay using PayPal

PayPal integration available

You can collect payments via PayPal during booking

PayPal payments included

PayPal payments supported

You can accept payments via PayPal

Collect deposits and split payments across milestones

You can set up payment schedules

You can require deposits for appointments

Deposits supported

You can accept partial payments

You can accept partial payments

You can accept partial payments

Break invoices into scheduled installments

You can set up payment schedules

You can split invoices into payments

You can split invoices into payments

You can split invoices into installments

Automatically send invoices on a recurring schedule

Automated recurring invoices

Weekly, biweekly, monthly, yearly recurrence

You can schedule recurring invoices

Manage ongoing client subscriptions and billing

Follow up automatically until invoices are paid

Automated reminders supported

Payment reminders tied to bookings are supported

Auto reminders included

Payment reminders send automatically

Payment reminders send automatically

Payment reminders send automatically

Reuse invoice layouts without rebuilding each time

You can reuse templates and content

Reusable templates

You can reuse invoice templates

You can reuse invoice templates

You can reuse invoice templates

Bill clients globally in their local currency

Multi-currency invoicing

Trigger automated workflows when invoices are sent or paid

Contracts trigger workflows

Contracts can trigger workflows

See when invoices are opened and paid

Booking and payment notifications are supported

View and payment alerts

You receive signing notifications

You receive contract notifications

You receive notifications when contracts are viewed or signed

Track project-related costs alongside invoices

You can track expenses

Full expense tracking

You can track expenses

Collect upfront payments before work starts

Deposit payments supported

Deposits can be required to confirm bookings

Deposits supported

You can request deposits

You can request deposits

You can request invoice deposits

Turn tracked time into invoices automatically

You can add tracked time to invoices

Time to invoice in one click

Create custom invoice data you can sort, filter, and report on

Manage email, chat, and messages from one shared inbox

Each project has a central message board

Messages and emails live in one place

Messages and emails live in one inbox

Connect and manage all your email accounts in one place

Email sync & templates included

You can sync your email

You can sync your email

You can sync external email accounts

Add real-time chat to your website and client portals

Message teammates privately without leaving your workspace

Direct messages are supported

Direct messages are supported

Keep conversations tied directly to the project they belong to

Comments stay attached to tasks and projects

Messages stay tied to projects

Messages are tied to projects

Messages are tied to projects

Comments stay tied to items

Create shared spaces for team-wide discussions

Organize channels by team, topic, or workflow

Notify teammates instantly inside conversations

You can mention users in comments

You can mention people in messages

@mentions are supported

See when messages are read

You can see when clients read messages

You can see when clients read messages

Share files directly inside conversations

Files can be shared in messages

Share files and links in portal messages

You can share files in messages

You can share files in messages

Files can be shared in updates

Collaborate on incoming emails as a team

Access and respond to messages on mobile

Mobile app available

Mobile app includes inbox

Mobile app includes messages

Mobile inbox available

Mobile inbox available

Mobile app includes inbox

Reply from your email client and keep conversations synced

Email replies sync to inbox

Email replies post to projects

Email replies sync to conversations

Email replies sync to conversations

Keep all client and project files in one organized place

Files are stored per project

Project document storage with client access

You can store and manage files centrally

Organize files by project, client, or structure you choose

Control who can view or edit folders

Group files by person when needed

Keep files scoped to each project

Files attach to projects and tasks

Docs & Files section per project

Project-based file sections in portal

Files organize within board folders

Project-based file sections

Preview files instantly without downloading

Preview via cloud integrations

In-app previews supported

Files Gallery preview view

Capture file metadata you can sort and filter

Unlimited contact & project fields

You can create and reuse custom fields

You can add custom fields to forms and records

You can add custom fields

Custom form fields are supported

You can add custom fields across modules

Create and edit documents directly inside Plutio

You can connect quotes to contracts and invoices

WorkDocs for embedded editing

Leave comments directly on files and documents

Comments on task attachments

Comments in Docs section

File annotation and comments

Move, tag, or manage many files at once

Find files quickly using search and filters

Search across projects and files

Search in Docs & Files

Search across boards and files

Sync files with Google Drive or Dropbox

Google Drive, Dropbox, OneDrive

Google Drive, Dropbox, OneDrive

Google Drive, Dropbox, Box, OneDrive

Restrict access with permissions or passwords

Project-level permissions

Project-level access control

Board-level sharing controls

Role-based sharing controls

Share files externally with controlled access

Public folder links supported

Let clients book meetings directly without back-and-forth emails

Full-featured booking system

Booking pages with calendar sync

Industry-leading scheduling features

Custom scheduler with workflows

Scheduler with intake forms

Scheduler with calendar sync

Build a fully branded, customizable booking system using a drag-and-drop editor

Booking pages can be branded

Custom branding on booking pages

Booking pages support custom branding

Define flexible availability rules applied automatically to bookings

Availability rules per calendar and appointment type are supported

Event types with availability windows

Availability rules per event type are supported

You can control availability

You can control availability

You can define availability rules

Add buffer time automatically between meetings

Buffer time between meetings

Buffer times between appointments are supported

Buffer times between meetings are supported

You can add buffer times

You can add buffer times

You can add buffer times to bookings

Create unlimited booking types with different rules and setups

Multiple session types supported

Multiple appointment types are supported

Custom event types with different durations

Multiple event types are supported

You can offer multiple appointment types

You can offer multiple session types

You can offer multiple booking types

Two-way calendar sync that stays up to date automatically

Two-way sync (Google & Outlook)

External calendar sync is supported

Calendar sync is supported

Calendar sync is supported

Fully customizable confirmation pages with no layout or branding limits

Custom confirmation emails

Confirmation emails and reminders can be customized

Confirmation and reminder emails can be customized

Send bookers anywhere after scheduling, not just a fixed thank-you page

Included. Redirect after booking supported

Redirects after booking are supported

Redirects after booking are supported

Trigger automated workflows the moment a meeting is booked

Trigger actions on booking

Contracts trigger workflows

Contracts can trigger workflows

Send automatic reminders without manual follow-ups

Auto meeting reminders

Automatic appointment reminders are supported

Automatic meeting reminders are supported

Meeting reminders send automatically

Meeting reminders send automatically

Meeting reminders send automatically

Handle timezones automatically without manual adjustments

Supported

Timezone handling is supported

Timezone handling is supported

Timezones adjust automatically

Timezones adjust automatically

Timezones adjust automatically

Collect payments during booking without extra steps

Stripe, Square, PayPal at booking

Stripe and PayPal at booking

Build booking forms with full control over questions and layout

You can collect info on booking

Intake forms can be customized

Booking questions can be customized

You can customize booking forms

Set booking limits to control lead time and daily volume

Booking limits & notice supported

Booking limits and notice rules are supported

Booking limits and notice rules are supported

You can set booking limits

You can set booking limits

You can set booking limits

Define flexible rules for rescheduling and cancellations

Clients can reschedule or cancel

Reschedule and cancel controls

Clients can reschedule or cancel

Clients can reschedule or cancel

Clients can reschedule or cancel bookings

Build advanced workflows visually without code or rigid templates

70+ rule templates with AI Smart Rules

Visual node-based Flows builder

AI-powered workflow builder with branching

AI-powered cross-board workflows

Workflow automation with triggers

Start workflows from real events across projects, clients, and payments

Event-driven automation supported

Rules allow task-based automation

Contract signed, proposal accepted, form filled

You can automate automation actions with workflows

You can automate actions with workflows

Item-based automations are supported

You can build trigger-based workflows

Run workflows on schedules you control, not fixed intervals

Workflows can run on schedules