Plutio vs Agiled: Complete Comparison (2026)

Agiled lists CRM, projects, invoicing, proposals, contracts, and white-labeling in one dashboard, but users report bugs in core workflows: tasks that auto-complete without input, invoices with persistent formatting issues, and support tickets that close without resolution. The feature checklist covers the full workflow on paper, but the actual experience falls behind once freelancers start using features daily with real clients.

Plutio handles the same all-in-one scope and connects every feature to the next: proposals that auto-create projects with tasks from your template, time tracking that feeds directly into invoices, contracts that attach to client records, and a branded portal at your domain where clients check progress without emailing you.

Last updated March 2026

4.6

Quick comparison (TLDR)

Agiled is a business management platform that lists CRM, project management, invoicing, proposals, contracts, HR tools, and white-labeling in one dashboard. The Solo plan starts at $7/month, and the platform gained traction through AppSumo lifetime deals. But G2 and AppSumo reviews report bugs in core features: tasks that auto-complete without user input, invoice formatting that breaks across browsers, milestone editing that requires deletion and recreation, and support tickets that close without resolution. The feature list covers the full workflow on paper while the daily experience falls short.

Plutio is an all-in-one client management platform that covers the same scope with features refined over 10+ years. When a client approves a proposal, Plutio creates the project automatically with tasks from your template. Contracts attach to the same client record. Time tracking feeds into invoices. Clients log into a branded portal at your custom domain. Flat pricing starts at $19/month with no per-user fees.

Key differences at a glance

Feature reliability: Plutio features work as described because the platform has been refined for over a decade. Agiled users report tasks auto-completing, invoice formatting breaking, and features staying in "coming soon" status for months.
Proposal-to-project automation: Plutio proposals auto-create projects with tasks mapped from the scope when a client signs. Agiled lists proposals and projects, but the connection between them is basic and inconsistent.
Client portal: Plutio clients log into a branded portal at your custom domain with full white-labeling and CSS customization. Agiled offers white-labeling on the Premium plan ($45/month), but portal functionality is limited.
Support response: Plutio includes built-in live chat with real-time responses. Agiled users report support tickets closing without resolution and onboarding sessions going unfulfilled for months.

Agiled works for freelancers testing an all-in-one concept at the lowest cost, provided they can accept reported reliability issues. Plutio works for freelancers who need every feature to perform reliably when a client is waiting.

CRM and client management

A lead reaches out. How do you track the relationship, log interactions, and keep the conversation moving toward a signed agreement?

Agiled

CRM with lead and client records. Agiled includes a CRM with contact management, company records, custom fields, and a client activity timeline. Leads and clients can be tagged and grouped. The CRM connects to proposals, contracts, and invoices within the platform.

But the CRM integration with other modules is basic. Converting a lead to a project requires manual steps, and the connection between deal stages and project creation isn't automated reliably. Users report that data between modules sometimes falls out of sync, requiring manual corrections.

Contact and company management
Custom fields on contacts
Client activity timeline
Basic lead-to-project conversion
Module data sync issues reported

Plutio

Client records that connect to every document and project. Plutio's CRM tracks contacts with custom fields, interaction history, and relationship notes. The client record links directly to proposals, contracts, projects, invoices, and portal access. When a proposal is approved, the project creates itself from the same client record. When time is tracked, the invoice pulls from the same record. The entire history from first contact to last payment lives in one connected view.

Contact database with custom fields
Client records linked to proposals and contracts
Project creation from approved proposals
Invoice history per client
Branded portal access per client
Interaction notes and activity timeline

Project and task management

A client approves the scope. How do you organize tasks, track deadlines, and keep the project moving without losing details?

Agiled

Project boards with Kanban, Gantt, and list views. Agiled includes project management with task boards, Kanban views, Gantt charts, and list views. Tasks support subtasks, priorities, labels, multiple assignees, and recurring schedules. Project templates exist on higher plans.

But users report reliability issues with task management: tasks auto-completing without user input, milestone editing that requires deleting and recreating tasks from scratch, and basic task dependencies that don't always update correctly in the Gantt view. The project management module works for simple task tracking, but breaks down with complex multi-phase projects.

Kanban, Gantt, list, and calendar views
Subtasks and task priorities
Multiple assignees per task
Tasks auto-complete without input (reported bug)
Milestone editing requires task deletion
Basic task dependencies with sync issues

Plutio

Full project management connected to the client lifecycle. Plutio includes Kanban boards, Gantt charts with visual dependencies, list views, table views, and calendar views. Tasks support subtasks with unlimited nesting, custom fields, priorities, and recurring schedules. Project templates define the full task structure so repeat engagements start from a proven setup.

The difference: projects create themselves from approved proposals. The scope defined in the proposal becomes the task list, so there's no manual project setup and no data duplication between tools.

5 project views: Kanban, Gantt, List, Table, Calendar
Task dependencies with visual links
Subtasks with unlimited nesting
Project templates with auto-creation
Recurring tasks (daily, weekly, monthly)
Custom fields, statuses, and priorities

Proposals and contracts

A client wants to see pricing and terms before committing. How do you send a proposal, get it signed, and start the project?

Agiled

Template-based proposals and contracts with e-signatures. Agiled includes a proposal builder with reusable templates, e-signatures, and the ability to convert accepted proposals into invoices. Contracts support multiple signers and view-tracking notifications. Templates use basic placeholders for client and company data.

The proposal and contract editors are template-based rather than drag-and-drop, so customization options are limited. Proposals don't include interactive pricing tables or package options, and there's no in-proposal messaging. Converting a signed proposal to a project with tasks requires manual setup.

Reusable proposal and contract templates
E-signatures on proposals and contracts
View tracking notifications
No interactive pricing in proposals
No in-proposal client messaging
Manual project creation after approval

Plutio

Interactive proposals that auto-create projects when signed. Plutio proposals include drag-and-drop editing, interactive pricing tables where clients pick packages and add-ons, embedded contracts with e-signatures, and deposit payment collection in the same flow. When a client approves, the project creates itself from the proposal scope with tasks already assigned.

Contracts attach to the same client record as the proposal and project. View tracking shows when clients open, read, and sign. In-proposal comments let clients ask questions without leaving the document.

Drag-and-drop proposal editor
Interactive pricing with packages and add-ons
E-signatures with legal audit trail
In-proposal client comments
Auto-project creation on approval
Deposit collection in the signing flow

Invoicing and payments

The work is done. How do you create an invoice, collect payment, and track revenue without switching to a separate billing tool?

Agiled

Invoicing with online payments and recurring billing. Agiled includes invoice creation with branded templates, custom line items, discounts, and multi-currency support. Payments process through Stripe and PayPal. Recurring invoices and automated payment reminders are available. Tracked time can convert to invoice line items.

But users report invoice formatting inconsistencies that persist across browser sessions and updates. The invoice editor is template-based with limited customization, and there's no ACH payment support, no Square integration, and no structured payment plans.

Branded invoices with online payments
Stripe and PayPal processing
Recurring invoices and reminders
Time-to-invoice conversion
Invoice formatting bugs reported
No ACH or Square payments
No structured payment plans

Plutio

Invoicing connected to time tracking and project milestones. Plutio invoices generate from tracked hours with one click. Custom templates, line items, discounts, and multi-currency support are included. Payments process through Stripe, PayPal, and Square. Payment plans split invoices into scheduled installments. Clients pay directly from their branded portal.

Recurring invoices auto-send on schedule with payment reminders for overdue amounts. Revenue tracking shows earnings per client and per project across the full history.

Invoice generation from tracked time
Stripe, PayPal, and Square processing
Payment plans with scheduled installments
Recurring invoices with auto-send
Revenue tracking per client and project
Client portal payments

Time tracking and billing

Hours add up. How do you track billable time and turn those hours into invoices that clients can pay online?

Agiled

Built-in time tracker with start/stop timer. Agiled includes time tracking with a start/stop timer per task, billable and non-billable categorization, and timesheet reports. Tracked time can convert to invoice line items. Time logs show per-project and per-task breakdowns.

Time tracking works for basic logging, but the connection between tracked hours and invoice generation isn't always reliable. Users report inconsistencies between logged time and what appears on generated invoices, requiring manual verification before sending to clients.

Start/stop timer on tasks
Billable vs non-billable separation
Timesheet reports
Time-to-invoice sync issues reported
Limited team time tracking on lower plans

Plutio

Time tracking that feeds directly into paid invoices. Track time at the task level with one-click timers or manual entry. Billable rates work per task, per project, or per client. When the billing period ends, select the tracked hours and generate an invoice with every task listed. Clients receive the invoice and pay online through Stripe, PayPal, or Square. The invoice, time log, and project all connect to the same client record.

One-click timer on any task
Billable vs non-billable separation
Custom rates per task, project, or client
Invoice generation from time logs
Online payments via Stripe, PayPal, Square
Revenue tracking per project and client

Client portals and white-labeling

Clients want to see progress without emailing for updates. How does each tool give clients visibility and present your brand?

Agiled

White-labeled client portal on Premium plan. Agiled offers a client portal with white-labeling, custom branding, and custom login pages. The portal shows project progress, and clients can access files and documents. Custom domains for the portal require the Premium plan ($45/month).

The portal functionality is limited compared to the feature list. Portal access shows project status and documents, but there's no CSS customization, no custom fonts, and no workspace embedding. The white-labeling covers basic logo and color changes without deeper brand control.

Client portal with project visibility
Custom logo and colors
Custom login pages
Custom domain needs Premium plan ($45/month)
No CSS customization
No custom fonts
No workspace embedding

Plutio

Branded client portal at your custom domain with full control. Clients log into a portal at yourdomain.com to see their projects, tasks, deadlines, files, invoices, and messages. The portal runs under your brand with custom logos, colors, domain, fonts, and CSS. White-labeling removes all Plutio branding so clients see only your business identity. Portal visibility controls let you choose what each client sees.

Client portal with full project visibility
Custom domain (yourdomain.com)
Full white-labeling on all plans
Custom CSS for portal styling
Custom fonts and colors
Per-client visibility controls

Automation and workflows

Repetitive tasks slow the whole team down. How does each tool automate the work that happens after a client signs?

Agiled

Basic automation with if/then rules. Agiled includes an automation builder with event-based triggers, basic conditional logic, and email sending on triggers. Automations can create clients, leads, and tasks. Status-based rules move records between stages.

The automation engine handles simple triggers, but there's no schedule-based automation, no automated comment posting, and no delete or archive actions. Users report that automations sometimes fail silently, so tasks that should trigger don't always execute.

Event-based triggers
Email sending on triggers
Create records via automation
No schedule-based automations
Silent automation failures reported
No delete or archive actions

Plutio

Workflow automation across the entire client lifecycle. Plutio automations trigger when proposals are approved, contracts are signed, tasks are completed, or invoices are paid. A signed proposal can auto-create a project, assign tasks to team members, send a welcome email to the client, and grant portal access, all without manual steps. Recurring invoices send automatically on schedule. Payment reminders follow up on overdue invoices.

Proposal approval triggers project creation
Task completion triggers next steps
Auto-send recurring invoices
Payment reminders for overdue invoices
Client onboarding automation
Custom workflow builder

Team collaboration and permissions

You bring on a contractor or hire a team member. How do you control what they see without exposing client financials?

Agiled

Admin and team member roles. Agiled includes basic role-based permissions with Admin and Member roles. Team members can be assigned to projects and tasks. The permission system controls access at the team level rather than per task or per project.

Role customization is limited to two fixed roles with no granular per-project or per-client permissions. Contractors assigned to one client can see data from other clients if they share the same workspace. There's no SSO support and no advanced permission customization.

Admin and Member roles
Team assignment to projects
No granular per-project permissions
No per-client data isolation
No SSO support
No custom role builder

Plutio

Granular custom roles with per-project control. Plutio's permission system lets you create custom roles that control exactly what each team member sees. Contractors see only their assigned tasks without accessing client financials or other projects. Per-project permissions mean a subcontractor working on Project A can't view Project B data. Role templates save common permission sets for reuse.

Custom role builder
Per-project permission control
Client data isolation per team member
Financial data visibility control
Role templates for fast assignment
Unlimited team members on Pro plan

Running a client project: Agiled vs Plutio

A web designer gets a referral. The potential client wants a new website with brand guidelines, 8 pages, and a content management system. Here's how the project plays out in each tool.

With Agiled, here's how it usually goes:

Create a proposal from a template with pricing. Send the link to the client.
The client signs. Manually create a project in the Projects module with tasks for each phase: discovery, wireframes, design, development, content, testing, launch.
Assign team members to tasks. Set deadlines manually for each milestone.
Track time on tasks using the built-in timer. Check that time logs match expectations.
When the first milestone is done, create an invoice manually. Copy task details and hours into line items. Double-check formatting before sending.
The client asks for a status update. Send an email with a summary because the portal shows limited project details.
When bugs appear in the task module (tasks auto-completing, milestones requiring deletion and recreation), spend time troubleshooting and manually correcting the project state.

With Plutio, here's how it works:

Create a proposal with interactive pricing, contract terms, and deposit payment in one document. Send the link to the client.
The client signs, pays the deposit, and Plutio auto-creates the project with all tasks mapped from the proposal scope.
The client gets portal access at yourdomain.com and sees their project timeline, upcoming deadlines, and files.
Track time on tasks. When the milestone is done, generate the invoice from tracked hours with one click.
The client sees the invoice in their portal and pays online through Stripe.
The client checks project progress in their portal whenever they want, so status update emails drop to near zero.

Agiled covers the feature list. Plutio connects every step so the handoffs between proposal, project, and billing happen automatically instead of manually.

Where Plutio wins (the proof)

These are verifiable differences, not opinions.

1. Feature reliability in daily use

Agiled: G2 and AppSumo reviews report tasks that auto-complete without user input, invoice formatting inconsistencies across browser sessions, and milestone editing that requires task deletion and recreation.

Plutio: Features have been refined over 10+ years based on freelancer and agency feedback. Tasks stay in the state you set. Invoices render consistently. Project views update in real time.

The proof: AppSumo reviews and G2 reviews document specific bugs in Agiled's core modules.

2. Proposal-to-project automation

Agiled: Proposals and projects exist as separate modules. Converting an accepted proposal into a project with tasks requires manual setup.

Plutio: Approved proposals auto-create projects with tasks, milestones, and team assignments pulled from the proposal scope.

The proof: Agiled's features page lists proposals and projects as separate modules without mentioning automated conversion.

3. Client portal depth and white-labeling

Agiled: White-labeling with custom domain requires the Premium plan ($45/month). No CSS customization, no custom fonts.

Plutio: Full white-labeling on all paid plans including custom domain, CSS customization, custom fonts, and per-client portal visibility controls.

The proof: Agiled's pricing page locks custom domain behind the Premium tier.

When Agiled might be a fit

No tool fits every workflow. Agiled might be a fit if:

Budget is the top priority and you can accept reliability trade-offs. Agiled's Solo plan at $7/month covers CRM, projects, and invoicing for less than most single-feature tools. If you're testing the all-in-one concept before committing to a higher-priced platform, Agiled's entry cost is the lowest in the category.
You need HR and payroll features in the same tool. Agiled includes attendance tracking, leave management, and basic payroll features that Plutio doesn't offer. Teams that track employee hours and manage payroll alongside client work get those features without a separate HR tool.
You purchased an AppSumo lifetime deal. Freelancers who bought Agiled's lifetime deal on AppSumo already have access to the platform at a one-time cost. If the features work for your use case, the economics of a lifetime deal can't be matched by a monthly subscription.
You have a simple workflow with few clients. Freelancers managing 1-3 clients with basic proposals and invoices may not encounter the reliability issues that surface with higher volume and more complex projects.

But for freelancers managing 5+ active clients, running multi-phase projects, or building an agency where feature reliability affects client relationships, Plutio is the stronger choice because every feature has been stress-tested over a decade of real use.

Why they switched: real outcomes

What happens when freelancers switch to Plutio?

Yazan and Mawaheb (YAZ Marketing) stopped jumping between apps after switching to Plutio. Their agency now runs proposals, projects, and invoicing from one platform with branded client portals, cutting admin overhead and giving clients self-service access to project updates.

Matt from Marbella Weddings replaced 4 separate tools with Plutio for his wedding planning business. Proposals convert to projects automatically, clients log into a branded portal for event details, and invoices go out on schedule without manual creation.

Both switched because they needed the full workflow in one place, and they needed it to work reliably every time a client was waiting.

Final verdict

Agiled holds a 4.7/5 rating on G2 with 385 reviews. Plutio holds a 4.6/5 rating on G2 with 200+ reviews. Both platforms list CRM, proposals, contracts, project management, invoicing, and client portals.

Agiled covers the all-in-one scope at the lowest price point in the category. The Solo plan starts at $7/month, and the Premium plan with full white-labeling costs $45/month. The platform gained traction through AppSumo lifetime deals, and the feature list reads like a complete business management solution.

But G2 and AppSumo reviews tell a different story about daily use: tasks that auto-complete without input, invoices with formatting issues that persist across updates, support tickets that close without resolution, and features marked "coming soon" that stay in development for extended periods. The gap between what Agiled lists and what Agiled delivers in daily use is where freelancers run into problems that affect client work.

Plutio covers the same feature set at $19/month (Core) with no per-user fees, and every feature has been refined over 10+ years. Proposals auto-create projects. Time tracking feeds into invoices. Clients log into a branded portal at a custom domain. Built-in live chat support responds with resolutions, not ticket closures.

The bottom line: Agiled fits freelancers testing the all-in-one concept at the lowest cost, provided they can accept the reported reliability trade-offs and limited support resolution. Plutio fits freelancers and agencies who need every feature to work reliably when a client is waiting, with 10+ years of refinement behind every module.

How to switch from Agiled to Plutio

Most freelancers complete the switch in 1-2 hours of setup, then run both tools in parallel while active Agiled projects finish.

Step 1: Export Agiled data
In Agiled, go to Contacts and export your client list as a CSV file. Download any active proposals, contracts, and project data individually. Agiled supports CSV export for contacts from the settings page.

Step 2: Import into Plutio
Upload the CSV to Plutio's contact importer. Map Agiled fields (Name, Email, Phone, Company, Custom Fields) to Plutio's contact database. Custom fields carry over automatically.

Step 3: Set up project templates
Build templates for your common project types with tasks, milestones, and deliverables. When a client approves a proposal, Plutio creates the project from the template with tasks already assigned.

Step 4: Configure the client portal
Set up your custom domain, upload your logo, choose your brand colors, and configure visibility settings. Invite clients to their portal where they can see project progress, download files, and pay invoices.

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
Agiled: Official pricing, G2 reviews

Review sources

Agiled G2 rating: 4.7/5 (385 reviews)
Agiled Capterra rating: 4.7/5 (349 reviews)
Agiled AppSumo reviews: Lifetime deal reviews

Verification methodology

For each feature in the comparison table:

We consult official product documentation
We verify with multiple third-party sources (G2, GetApp, Capterra)
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.

Plutio vs Agiled: full feature comparison for 2026

CRM, project management, proposals, contracts, invoicing, time tracking, client portals, and automation compared side by side

PRICING Collapse	Plutio 198/199	Agiled 83/199
Starting price	$19/month (Core plan)	$7/month (Solo plan, single user)
Free plan	No free plan (14-day trial available)	No free plan
Trial period	14-day free trial	Limited demo available
PROJECT MANAGEMENT Collapse	Plutio 198/199	Agiled 83/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Project management with tasks, Kanban, and Gantt views
Project roles and permissions	Control exactly who can view or edit each part of a project	Basic team member roles (Admin and Member)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Multiple project boards with Kanban view
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project views
Sharable project boards	Read-only public links for sharing progress without risk	Client portal shows project progress (not direct board sharing)
Project stages and milestones	Define custom project lifecycles for different types of work	Project milestones and task statuses
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals, contracts, and invoices linked to projects
Custom project data fields	Track, sort, filter, and report on custom project data	Basic custom fields on projects
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban board view for tasks
Table view	Bulk-edit tasks like a spreadsheet	Table view for tasks and projects
List view	Clean task lists with clear hierarchy	List view available
Calendar view	See tasks and deadlines on a calendar	Calendar view for tasks and events
Gantt view	Plan work visually with task order and dependencies	Gantt chart view for project timelines
Subtasks	Break work down into multiple nested levels	Subtasks supported within tasks
Email to task	Turn emails into tasks without manual copying	No email-to-task conversion
Task comments	Keep discussions tied directly to each task	Comments on tasks
Task attachments	Store files directly on the task they belong to	File attachments on tasks
Task priorities	Define priority levels that fit your workflow	Task priority levels (Low, Medium, High, Urgent)
Task labels & color coding	Use unlimited labels to visually organize tasks	Task labels and color coding
Multiple task assignees	Assign tasks to one or multiple teammates	Multiple assignees per task
Task templates	Reuse task-level structures across projects	Project templates with tasks (limited template count on lower plans)
Task permissions	Control access at the individual task level	Team-level permissions (not per-task permissions)
Task dependencies	Prevent work from starting out of order	Basic task dependencies in Gantt view
Recurring tasks	Automate repeating work with flexible schedules	Recurring tasks supported
Custom task data fields	Add task-level fields for tracking custom details	Basic custom fields on tasks
TIME TRACKING Collapse	Plutio 198/199	Agiled 83/199
Time tracking system	Easily track time using timers or manual entries	Built-in time tracker with start/stop timer
Task-level tracking	Log time directly against tasks and subtasks	Track time per task
Project-level tracking	See time spent per project and per client	Time tracked per project
Billable time tracking	Clearly separate billable and non-billable time	Billable and non-billable time categorization
Billable time invoicing	Turn tracked time into invoices without extra steps	Convert tracked time to invoices
Timesheet reports	View detailed time reports by task, project, or client	Timesheet reports available
Team timesheets	See how each team member tracks their time	Team time tracking (limited on lower plans)
PROPOSALS Collapse	Plutio 198/199	Agiled 83/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Create and send proposals to clients
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Template-based proposal editor (not full drag-and-drop)
Reusable proposal templates	Reuse proven proposal layouts across clients	Reusable proposal templates
Real-time proposal analytics	See exactly when proposals are opened and reviewed	Basic view tracking on proposals
Live messenger on proposals	Answer questions directly while clients review proposals	No in-proposal messaging
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Basic status-based automation
Convert proposal to invoice	Create invoices directly from approved proposals	Convert accepted proposals to invoices
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No packages or add-ons in proposals
Interactive pricing tables	Let clients choose options before approving	Basic pricing tables in proposals
Dynamic data and variables	Auto-fill proposal content with client and project data	Basic placeholders for client and company data
Expiration dates	Automatically expire proposals after a set date	Expiration dates on proposals
PDF Export	Download as branded PDFs	PDF export included
Reusable content blocks	Create reusable proposal sections you can reuse on demand	Template sections reusable (not standalone content blocks)
Legally binding e-signatures	Collect secure electronic signatures on proposals	E-signatures on proposals
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Basic custom fields
CONTRACTS Collapse	Plutio 198/199	Agiled 83/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Create contracts with e-signatures
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Template-based contract editor (not full drag-and-drop)
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	E-signatures on proposals
Multi-signature / signees	Collect signatures from multiple people on the same contract	Multiple signers supported
Reusable contract templates	Reuse contract structures to create new agreements faster	Reusable contract templates
Auto-reminders automation	Automatically follow up until contracts are signed	Manual reminders (limited automation)
Dynamic data/variables	Auto-fill contract content with client and project data	Basic placeholders for client data
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Basic automation on contract signing
View notifications	See when contracts are opened and reviewed	Notifications when contracts are viewed
PDF download with signature certificate	Download signed contracts with official proof of signature	PDF download of signed contracts
Custom signer data fields	Collect structured signer information during signing	Basic signer fields
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Basic custom fields
INVOICES & PAYMENTS Collapse	Plutio 198/199	Agiled 83/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Full invoicing with online payments
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Branded invoices with logo and colors
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Template-based invoice editor
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Custom line items on invoices
Item or invoice discounts	Apply discounts at the item or full invoice level	Discounts supported on invoices
Customizable taxes	Create tax rules that match your location and use case	Custom tax rates on invoices
ACH payments	Accept bank transfers for lower-fee payments	No ACH payment support
Stripe integration	Accept credit and debit cards instantly	Stripe payments supported
Square integration	Collect in-person payments when needed	No Square integration
PayPal integration	Let clients pay using PayPal	PayPal payments supported
Flexible partial payments	Collect deposits and split payments across milestones	Basic partial payments
Payment plans	Break invoices into scheduled installments	No structured payment plans
Automated recurring invoices	Automatically send invoices on a recurring schedule	Recurring invoices supported
Subscription management	Manage ongoing client subscriptions and billing	Recurring invoices (no subscription portal)
Automated payment reminders	Follow up automatically until invoices are paid	Automated payment reminders
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Invoice templates available
Multiple currency support	Bill clients globally in their local currency	Multi-currency support
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Basic automation on payment events
View notifications	See when invoices are opened and paid	Notifications when contracts are viewed
Built-in expense tracking	Track project-related costs alongside invoices	Expense tracking with categories
Invoice deposits	Collect upfront payments before work starts	Manual deposit invoices
Auto-invoice billable time	Turn tracked time into invoices automatically	Convert tracked time to invoice line items
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Basic custom fields
INBOX Collapse	Plutio 198/199	Agiled 83/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	No unified inbox
Full email integration	Connect and manage all your email accounts in one place	Basic email integration via IMAP/SMTP
Embeddable live chat	Add real-time chat to your website and client portals	Basic live chat widget for client portal
Instant direct messages	Message teammates privately without leaving your workspace	Internal team chat and messaging
Contextual project conversations	Keep conversations tied directly to the project they belong to	Comments and discussions on projects
Team channels	Create shared spaces for team-wide discussions	Team chat (not organized channels)
Customized channels	Organize channels by team, topic, or workflow	No custom channels
@mentions	Notify teammates instantly inside conversations	@mentions in comments and chat
Message read receipts	See when messages are read	No read receipts
File sharing in chat	Share files directly inside conversations	File sharing in comments
Shared email inbox	Collaborate on incoming emails as a team	No shared email inbox
Inbox mobile app	Access and respond to messages on mobile	Notifications via mobile app
Email reply to inbox	Reply from your email client and keep conversations synced	No email reply to inbox
FILES Collapse	Plutio 198/199	Agiled 83/199
Store and manage files	Keep all client and project files in one organized place	File manager with storage
Advanced folder organization	Organize files by project, client, or structure you choose	Basic folder structure
Folder permissions	Control who can view or edit folders	Team-level access controls
People folders	Group files by person when needed	Files organized by client
Project folders	Keep files scoped to each project	Files organized by project
In-app previews	Preview files instantly without downloading	Basic file previews
Custom file data fields	Capture file metadata you can sort and filter	No custom file fields
Built-in documents	Create and edit documents directly inside Plutio	No document editor
Comments on files and docs	Leave comments directly on files and documents	Comments on project files
Bulk file actions	Move, tag, or manage many files at once	No bulk file actions
Files search & filter	Find files quickly using search and filters	Basic file search
External cloud sync	Sync files with Google Drive or Dropbox	Limited cloud integrations
Secure sharing controls	Restrict access with permissions or passwords	Client portal file sharing
File sharing links	Share files externally with controlled access	File access via client portal
SCHEDULING Collapse	Plutio 198/199	Agiled 83/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Appointment scheduling with booking pages
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	White-labeled booking pages
Advanced availability management	Define flexible availability rules applied automatically to bookings	Basic availability settings
Automatic buffer times	Add buffer time automatically between meetings	Manual buffer time settings
Multiple meeting types	Create unlimited booking types with different rules and setups	Multiple appointment types
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google Calendar sync
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Basic confirmation emails
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	No redirect after booking
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Basic automation on booking
Smart meeting reminders	Send automatic reminders without manual follow-ups	Basic email reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	Automatic timezone detection
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Online payments via Stripe/PayPal (basic integration)
Custom booking forms	Build booking forms with full control over questions and layout	Basic booking form fields
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	Basic notice periods
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Basic rescheduling options
AUTOMATION Collapse	Plutio 198/199	Agiled 83/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Basic automation builder with if/then rules
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Event-based triggers for automations
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	No schedule-based automations
Multi-step workflows	Chain multiple actions into one continuous automation	Basic multi-step automations
True/False branching	Create conditional paths instead of one-size-fits-all flows	Basic conditional logic in automations
Delay-based actions	Add precise timing between steps, down to minutes or days	Basic delay actions
Create & update records	Create, update, or move records automatically across the system	Create clients, leads, and tasks via automation
Move & duplicate records	Reorganize work automatically without manual cleanup	Move records between statuses (limited)
Delete & archive records	Automatically archive or remove records based on rules	No delete or archive automation actions
API calls (webhooks)	Trigger or receive real-time events from external systems	Basic webhook support
Send emails	Send automated emails tied to real workflow events	Send emails via automation triggers
Post comments	Add notes or comments automatically where work happens	No automated comment posting
Complete automation logs	See exactly what ran, when, and why	Basic automation activity history
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Basic placeholders in templates
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Clients link to projects, invoices, proposals, and contracts
FORMS Collapse	Plutio 198/199	Agiled 83/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Branded forms with white-label public links
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Basic form builder
Reusable form templates	Reuse form structures without rebuilding from scratch	Reusable form templates available
Custom form data fields	Collect structured data you can sort, filter, and report on	Custom fields on forms
Smart conditional logic	Show or hide fields based on responses, not static forms	No conditional logic on forms
Instant email notifications	Get notified immediately when forms are submitted	Email notifications on form submission
Form automation triggers	Trigger automated workflows when a form is submitted	Create clients, leads, or tickets on submission
Embed forms	Embed forms anywhere without layout restrictions	Embeddable forms with public links
Advanced field preferences	Control required, hidden, and default field behavior	Basic field settings (required, placeholder)
Comprehensive field types	Collect text, files, dates, selections, and more	Basic text, email, phone, dropdown, and textarea fields
Form signature field	Collect legally binding signatures directly inside forms	Signature field on forms (basic)
File upload fields	Accept file uploads as part of form submissions	File upload field on forms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Basic thank-you message
CRM Collapse	Plutio 198/199	Agiled 83/199
Manage clients and leads	Manage contacts and companies in one connected system	CRM with lead and client management
Full company management	Track organizations, not just individual contacts	Company and contact management
Custom contact data fields	Collect and manage structured contact data you define	Custom fields on contacts
Complete activity timeline	See every interaction with a client in one place	Client activity timeline
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Basic tags and groups
WIKI Collapse	Plutio 198/199	Agiled 83/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	Basic knowledge base available
Beautiful rich text pages	Write structured, formatted content without complexity	Basic rich text editor for pages
Unlimited nested pages	Build deep knowledge hierarchies without limits	Basic page hierarchy
Granular page permissions	Control exactly who can view or edit each page	Team-level permissions on pages
DASHBOARDS Collapse	Plutio 198/199	Agiled 83/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Pre-built dashboard (limited customization)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	No drag-and-drop dashboard builder
Charts widget	Visualize data with customizable charts	Basic charts on dashboard
Metrics widget	Track key numbers without manual reporting	Basic metrics displayed
Goals widget	Monitor progress toward defined goals	No goals widget
Notes widget	Add contextual notes directly to dashboards	No notes widget
Calendar widget	View upcoming events alongside work and metrics	Calendar on dashboard (basic)
Financial widgets	Track revenue and expenses in the same view	Basic financial overview on dashboard
BRANDING Collapse	Plutio 198/199	Agiled 83/199
White-label and branding	Run the entire platform under your brand	Full white-label with custom branding on client portal
Custom interface theme	Apply your brand colors across the system	Customizable portal theme and colors
Stylesheet customization	Fine-tune styling beyond basic theming	No CSS customization
Custom login/signup pages	Use branded authentication pages instead of generic screens	Custom branded login pages for client portal
Email branding	Send all system emails with your branding	Logo on emails (basic customization)
Custom brand fonts	Use your own fonts throughout the platform	No custom fonts
Custom brand logos	Replace all platform logos with your own	Custom logo on portal and documents
Custom domain name	Run everything on your own domain	Custom domain for client portal (Premium plan)
Custom email SMTP	Send emails from your own email infrastructure	Basic SMTP settings
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding
CUSTOMIZATION Collapse	Plutio 198/199	Agiled 83/199
Flexible workspace setup	Shape the platform to match how your business works	Modular feature access (limited customization)
Main menu editor	Add, remove, or reorder navigation items freely	Show/hide menu items for client portal
User-based menus	Show different navigation for different roles	Client portal menu customization (not per-user)
Custom user roles	Create role types beyond preset permissions	Admin and team member roles (not fully custom)
Advanced user permissions	Control access at a granular level	Basic role-based permissions
SSO / OAuth	Support enterprise-grade single sign-on	No SSO support
INTEGRATIONS Collapse	Plutio 198/199	Agiled 83/199
Connect with other tools	Integrate with external systems without lock-in	Limited integrations available
Zapier integration	Connect to thousands of apps without custom code	Zapier integration supported
Make.com integration	Build advanced automation scenarios visually	Possible via API
Pabbly Connect	Connect services without usage-based limits	Possible via API
Full REST API access	Build custom integrations with full system access	Basic API access
Incoming & outgoing webhooks	Send and receive real-time events	Basic webhook support
PLATFORM Collapse	Plutio 198/199	Agiled 83/199
Mobile apps	Access your business from native mobile apps	iOS and Android apps available
iOS app	Full-featured iPhone app	iOS app available
Android app	Full-featured Android app	Android app available
Mac desktop app	Native macOS app for desktop workflows	No Mac desktop app
Windows desktop app	Native Windows app for desktop workflows	No Windows desktop app

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Plutio vs Agiled FAQ: common questions answered

Is Plutio better than Agiled?

Both platforms cover CRM, proposals, contracts, project management, invoicing, and client portals. The difference is reliability. Agiled lists every feature at a lower price point ($7/month Solo), but G2 and AppSumo reviews report bugs in core workflows. Plutio costs $19/month and has been refined over 10+ years, so features work reliably in daily use.

Can Plutio replace Agiled?

Yes. Plutio includes CRM, proposals with interactive pricing, contracts with e-signatures, project management with 5 views, time tracking, invoicing with online payments, and a branded client portal. Import Agiled contacts via CSV export. Plutio also adds proposal-to-project automation and deeper white-labeling that Agiled's basic plans don't include.

Does Plutio offer a free trial?

Yes. Plutio offers a 14-day free trial with full access to all features. No credit card required. The trial includes proposals, contracts, invoicing, project management, and client portals.

Does Agiled have reliable project management?

Agiled includes project management with Kanban boards, Gantt charts, and task lists. But users on G2 and AppSumo report tasks auto-completing without input, milestones that require deletion and recreation to edit, and task dependencies that don't always sync correctly. For complex multi-phase projects, the reliability gaps can disrupt client timelines.

Does Agiled have a client portal?

Agiled offers a client portal with white-labeling and custom branding. Custom domains require the Premium plan ($45/month). The portal shows project status and documents, but there's no CSS customization, no custom fonts, and limited per-client visibility controls compared to Plutio's portal.

How much does Plutio cost compared to Agiled?

Agiled Solo costs $7/month for a single user. Agiled Premium with full features costs $45/month. Plutio Core costs $19/month with no per-user fees, and Plutio Pro costs $39/month with unlimited team members. A solo freelancer pays $7/month less with Agiled, but the feature reliability gap means more time spent on workarounds.

Can I white-label Plutio with my own branding?

Yes. Plutio includes white-labeling with custom domains, branded login pages, logo and colors throughout, custom SMTP for email, and CSS customization. Clients see the freelancer's brand, not Plutio.

Is Agiled or Plutio better for agencies?

Plutio fits agencies because of granular per-project permissions, unlimited team members on the Pro plan, and reliable feature execution across multiple client projects. Agiled's team permissions are limited to Admin and Member roles without per-project isolation, and the reliability issues compound when managing multiple clients simultaneously.

Can I import data from Agiled into Plutio?

Yes. Export Agiled contacts as CSV, then upload to Plutio's contact importer. Map fields like Name, Email, Phone, and Company directly. Custom fields carry over. Proposals and contracts need manual recreation using Plutio's template system, which takes 1-2 hours for most freelancers.

Does Agiled have HR and payroll features?

Yes. Agiled includes attendance tracking, leave management, and basic payroll features. Plutio doesn't offer HR or payroll tools. Freelancers who need HR management alongside client work may find Agiled's HR module useful, but the same reliability concerns apply to these features.

Why do Agiled users report bugs?

Agiled gained traction through AppSumo lifetime deals, which brought rapid user growth. The development pace hasn't matched the feature breadth, so modules ship with reliability issues that persist across updates. Common complaints include tasks auto-completing, invoice formatting breaking, and support tickets closing without resolution.

Does Agiled have a mobile app?

Yes, Agiled has iOS and Android apps. But users report that the mobile app lacks core functionality available on the web version. Key features like full project management and certain automation triggers aren't available on mobile, so managing work from a phone means missing important capabilities.

What integrations does Plutio support?

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

Does Plutio have a mobile app?

Yes. Plutio has native iOS and Android apps for managing projects, communicating with clients, tracking time, and sending invoices on the go. The mobile apps sync in real-time with the web platform.

Is my data safe with Plutio?

Yes. All data is private, encrypted, and never used to train AI models. Plutio uses industry-standard security practices including SSL encryption, regular backups, and GDPR compliance. Data can be exported at any time.

How long has Plutio been around?

Plutio has been built and refined for over 10 years based on real freelancer and agency feedback. The platform is actively developed with regular updates and new features added based on user needs.

Does Plutio have a unified inbox?

Yes. Plutio has a unified inbox where multiple email accounts connect into one place. Client emails automatically sort into conversation threads. The whole team shares one inbox so no one misses urgent requests. Live chat can also be embedded on a website.

Why do freelancers switch from Agiled to Plutio?

Freelancers switch for three main reasons: features that work reliably without workarounds, support that resolves issues instead of closing tickets, and proposal-to-project automation that eliminates manual setup after every client approval. The $12/month price difference between Agiled Solo and Plutio Core pays for itself in time saved from not troubleshooting bugs.

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