| | $10.99/user/month (Starter, annual) |
| No free plan (14-day trial available) | Free plan for up to 10 users |
| | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Multiple views with dependencies |
Project roles and permissions | Control exactly who can view or edit each part of a project | You can control project access per user and team |
| Unlimited boards to run parallel workflows in the same project | You can create multiple boards per project |
Embeddable project boards | Live project boards embedded into client portals or websites | You can embed read-only project views |
| Read-only public links for sharing progress without risk | You can share project links publicly |
Project stages and milestones | Define custom project lifecycles for different types of work | You can define custom sections and milestones |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | |
Custom project data fields | Track, sort, filter, and report on custom project data | Full custom field support |
| Drag-and-drop tasks across customizable columns | You can manage tasks in Kanban boards |
| Bulk-edit tasks like a spreadsheet | You can view tasks in table format |
| Clean task lists with clear hierarchy | You can view tasks in lists |
| See tasks and deadlines on a calendar | You can view tasks on a calendar |
| Plan work visually with task order and dependencies | Timeline view functions as a Gantt chart |
| Break work down into multiple nested levels | You can break tasks into subtasks |
| Turn emails into tasks without manual copying | |
| Keep discussions tied directly to each task | You can comment directly on tasks |
| Store files directly on the task they belong to | You can attach files to tasks |
| Define priority levels that fit your workflow | Priorities must be modeled using custom fields |
Task labels & color coding | Use unlimited labels to visually organize tasks | You can tag tasks and use color labels |
| Assign tasks to one or multiple teammates | You can assign tasks to multiple teammates |
| Reuse task-level structures across projects | You can reuse task and project templates |
| Control access at the individual task level | Permissions apply at project level, not per task |
| Prevent work from starting out of order | You can define task dependencies |
| Automate repeating work with flexible schedules | You can create recurring tasks |
| Add task-level fields for tracking custom details | Full custom field support |
| Easily track time using timers or manual entries | Native time tracking (Advanced plan only, $24.99/user/month) |
| Log time directly against tasks and subtasks | Requires external tools or custom fields |
| See time spent per project and per client | Requires reporting tools or integrations |
| Clearly separate billable and non-billable time | Asana does not track billable time |
| Turn tracked time into invoices without extra steps | |
| View detailed time reports by task, project, or client | Requires third-party tools |
| See how each team member tracks their time | |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Asana is for task management only |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | |
Reusable proposal templates | Reuse proven proposal layouts across clients | |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | |
Live messenger on proposals | Answer questions directly while clients review proposals | |
| Move from proposal to contract, invoice, or booking automatically | |
Convert proposal to invoice | Create invoices directly from approved proposals | |
| Offer upsells and add-ons directly inside proposals | Pricing packages are not supported |
Interactive pricing tables | Let clients choose options before approving | Pricing tables are not supported |
Dynamic data and variables | Auto-fill proposal content with client and project data | |
| Automatically expire proposals after a set date | |
| | Tasks and projects can be exported, not proposals |
| Create reusable proposal sections you can reuse on demand | Proposal blocks are not supported |
Legally binding e-signatures | Collect secure electronic signatures on proposals | E-signatures are not supported |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | Proposals are not supported |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Asana does not handle contracts |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | E-signatures are not supported |
Multi-signature / signees | Collect signatures from multiple people on the same contract | |
Reusable contract templates | Reuse contract structures to create new agreements faster | |
Auto-reminders automation | Automatically follow up until contracts are signed | |
| Auto-fill contract content with client and project data | |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Contracts cannot trigger workflows |
| See when contracts are opened and reviewed | |
PDF download with signature certificate | Download signed contracts with official proof of signature | |
Custom signer data fields | Collect structured signer information during signing | |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Contracts are not supported |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Asana does not handle billing |
| Match invoices to your brand with custom logos, colors, and layout | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Invoices are not supported |
| Edit pricing, quantities, descriptions, and structure freely | |
Item or invoice discounts | Apply discounts at the item or full invoice level | |
| Create tax rules that match your location and use case | |
| Accept bank transfers for lower-fee payments | Asana does not process payments |
| Accept credit and debit cards instantly | Asana does not process payments |
| Collect in-person payments when needed | Asana does not process payments |
| Let clients pay using PayPal | Asana does not process payments |
Flexible partial payments | Collect deposits and split payments across milestones | Payments are not supported |
| Break invoices into scheduled installments | |
Automated recurring invoices | Automatically send invoices on a recurring schedule | |
| Manage ongoing client subscriptions and billing | Subscriptions are not supported |
Automated payment reminders | Follow up automatically until invoices are paid | Payments are not supported |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | |
Multiple currency support | Bill clients globally in their local currency | Payments are not supported |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Contracts cannot trigger workflows |
| See when invoices are opened and paid | |
Built-in expense tracking | Track project-related costs alongside invoices | |
| Collect upfront payments before work starts | |
Auto-invoice billable time | Turn tracked time into invoices automatically | |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Invoices are not supported |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Task comments act as a shared activity feed |
| Connect and manage all your email accounts in one place | Email-to-task is supported |
| Add real-time chat to your website and client portals | Live chat is not supported |
| Message teammates privately without leaving your workspace | Messaging exists via comments, not chat |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Comments stay attached to tasks and projects |
| Create shared spaces for team-wide discussions | Channel-based chat does not exist |
| Organize channels by team, topic, or workflow | Channels are not supported |
| Notify teammates instantly inside conversations | You can mention users in comments |
| See when messages are read | Read receipts are not supported |
| Share files directly inside conversations | Files attach to tasks, not chat threads |
| Collaborate on incoming emails as a team | |
| Access and respond to messages on mobile | Mobile app includes inbox |
| Reply from your email client and keep conversations synced | Email replies create tasks |
| Keep all client and project files in one organized place | Files are stored within tasks and projects |
Advanced folder organization | Organize files by project, client, or structure you choose | Section-based, relies on cloud integrations |
| Control who can view or edit folders | Project-level permissions only |
| Group files by person when needed | Files are task-attached, not person-based |
| Keep files scoped to each project | Files attach to projects and tasks |
| Preview files instantly without downloading | Preview via cloud integrations |
| Capture file metadata you can sort and filter | You can create and reuse custom fields |
| Create and edit documents directly inside Plutio | No built-in document editor |
Comments on files and docs | Leave comments directly on files and documents | Comments on task attachments |
| Move, tag, or manage many files at once | Select multiple via integrations |
| Find files quickly using search and filters | Search across projects and files |
| Sync files with Google Drive or Dropbox | Google Drive, Dropbox, OneDrive |
| Restrict access with permissions or passwords | Project-level permissions |
| Share files externally with controlled access | |
| Let clients book meetings directly without back-and-forth emails | Asana does not have scheduling |
| Build a fully branded, customizable booking system using a drag-and-drop editor | |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Scheduling is not supported |
| Add buffer time automatically between meetings | Scheduling is not supported |
| Create unlimited booking types with different rules and setups | Scheduling is not supported |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | Read-only calendar integration |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Scheduling is not supported |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | Scheduling is not supported |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Contracts cannot trigger workflows |
| Send automatic reminders without manual follow-ups | Reminders exist for tasks only |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Handled by external calendars |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | |
| Build booking forms with full control over questions and layout | |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | Scheduling is not supported |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Scheduling is not supported |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | 70+ rule templates with AI Smart Rules |
| Start workflows from real events across projects, clients, and payments | Rules allow task-based automation |
| Run workflows on schedules you control, not fixed intervals | Possible via rules and integrations |
| Chain multiple actions into one continuous automation | Complex logic requires integrations |
| Create conditional paths instead of one-size-fits-all flows | Limited logic without integrations |
| Add precise timing between steps, down to minutes or days | Delayed rules are supported |
| Create, update, or move records automatically across the system | |
| Reorganize work automatically without manual cleanup | Tasks and projects can duplicate |
| Automatically archive or remove records based on rules | Deletion requires manual confirmation |
| Trigger or receive real-time events from external systems | |
| Send automated emails tied to real workflow events | Emails require integrations |
| Add notes or comments automatically where work happens | |
| See exactly what ran, when, and why | |
| Pass data between steps dynamically without manual mapping | Variables exist inside rules |
| Run workflows that span projects, tasks, proposals, invoices, and more | |
| Build fully branded forms that match your workflow and client experience | |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | |
| Reuse form structures without rebuilding from scratch | Internal intake forms exist |
| Collect structured data you can sort, filter, and report on | You can create and reuse custom fields |
| Show or hide fields based on responses, not static forms | Conditional logic is limited |
Instant email notifications | Get notified immediately when forms are submitted | |
| Trigger automated workflows when a form is submitted | Contracts cannot trigger workflows |
| Embed forms anywhere without layout restrictions | Forms can be shared via links |
Advanced field preferences | Control required, hidden, and default field behavior | |
Comprehensive field types | Collect text, files, dates, selections, and more | Many field types via custom fields |
| Collect legally binding signatures directly inside forms | Signatures are not supported |
| Accept file uploads as part of form submissions | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | |
| Manage contacts and companies in one connected system | |
| Track organizations, not just individual contacts | Companies are not modeled |
Custom contact data fields | Collect and manage structured contact data you define | CRM structure does not exist |
Complete activity timeline | See every interaction with a client in one place | Activity is task-based only |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Tags exist via custom fields |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | Pages exist but are not client-facing |
Beautiful rich text pages | Write structured, formatted content without complexity | |
| Build deep knowledge hierarchies without limits | |
Granular page permissions | Control exactly who can view or edit each page | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Reporting dashboards with custom charts |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | |
| Visualize data with customizable charts | |
| Track key numbers without manual reporting | |
| Monitor progress toward defined goals | |
| Add contextual notes directly to dashboards | |
| View upcoming events alongside work and metrics | |
| Track revenue and expenses in the same view | |
| Run the entire platform under your brand | Asana branding always visible |
| Apply your brand colors across the system | |
| Fine-tune styling beyond basic theming | Custom CSS is not supported |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Login pages cannot be customized |
| Send all system emails with your branding | |
| Use your own fonts throughout the platform | Fonts cannot be customized |
| Replace all platform logos with your own | Logos cannot be customized |
| Run everything on your own domain | |
| Send emails from your own email infrastructure | |
| Embed Plutio directly into your website or product | |
| Shape the platform to match how your business works | Asana structure is templated |
| Add, remove, or reorder navigation items freely | Navigation cannot be customized |
| Show different navigation for different roles | Menus are the same for all users |
| Create role types beyond preset permissions | Roles exist but are limited |
Advanced user permissions | Control access at a granular level | Permissions are team-based |
| Support enterprise-grade single sign-on | SSO is supported on enterprise plans |
| Integrate with external systems without lock-in | |
| Connect to thousands of apps without custom code | |
| Build advanced automation scenarios visually | |
| Connect services without usage-based limits | |
| Build custom integrations with full system access | Full REST API is available |
Incoming & outgoing webhooks | Send and receive real-time events | |
| Access your business from native mobile apps | Full-featured mobile apps |
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| Full-featured Android app | |
| Native macOS app for desktop workflows | Desktop app wraps the web version |
| Native Windows app for desktop workflows | Desktop app wraps the web version |