Is Plutio better than Bloom?

Plutio is better than Bloom for freelancers and small businesses who need an all-in-one solution. While Bloom focuses on specific features, Plutio combines proposals, contracts, invoicing, project management, time tracking, and client portals in one connected platform—eliminating the need for multiple subscriptions.

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Plutio vs Bloom: Complete Comparison (2026)

Bloom handles lead capture, booking, and image galleries for photographers and creatives. Getting the deposit signed and the date scheduled is smooth. But there's no Gantt timelines, no task dependencies, and time tracking is still on the roadmap. White-labeling requires the Plus plan at $66/month.

Plutio handles the same booking flow but keeps going: automatic project creation from templates, Kanban and Gantt views for multi-phase delivery, time tracking that flows into invoices, and a white-labeled client portal at your domain on every paid plan. One app, your brand everywhere.

Last updated January 2026

Quick comparison (TLDR)

Bloom is a business management tool built for creatives who care about visual presentation. Bloom handles lead capture, instant booking, and delivery of visual assets like image galleries. For a solo creative, Bloom manages the inquiry-to-booking pipeline smoothly. But after the client is booked, project management is more of a status tracker than a workflow tool. If you need to manage multi-stage projects with teams of contractors or granular task permissions, Bloom's project modules can feel too simple.

Plutio is a business engine that handles the intake and the active work. Like Bloom, you can send proposals and capture leads. But when a project starts, Plutio creates a workspace with Kanban boards, Gantt timelines, and subtasks automatically. Time tracking at the individual task level connects directly to your invoicing. While Bloom focuses on booking, Plutio handles the entire delivery phase, running everything under your own custom domain so your clients never see another brand.

Key differences at a glance

Project management depth: Plutio gives you five ways to see your work, including Gantt charts and board views for managing complex delivery. Bloom focuses on a simplified project overview that tracks broad milestones but lacks the granular task management and dependencies needed for larger agency teams.
White-labeling: Plutio removes its branding completely. You get a custom domain (portal.yourbrand.com), branded login pages, and custom CSS. Bloom removes branding on the highest plan ($66/mo), but the experience is still hosted on Bloom's infrastructure without the same level of deep interface customization.
Billing and recurring revenue: Plutio includes a drag-and-drop invoice builder and native subscription management for retainer clients. Bloom has a strong invoicing flow, but users report it is missing split payments in some contexts and lacks a visual builder for designing custom invoice layouts from scratch.
Workflows vs. Project Tracking: In Plutio, signing a contract can automatically spin up a project with 50+ tasks based on your template. In Bloom, the system is focused on moving a lead to 'booked', but the transition into detailed project execution often requires manual setup of task lists.
Asset Delivery: Bloom specializes in image galleries. Bloom includes a way to deliver photo sets to clients. Plutio does not host image galleries directly; instead, Plutio integrates with tools like Pic-Time and Pixieset, focusing instead on delivering project files, contracts, and communication through the client portal.
Client communication: Plutio has a unified inbox where all client emails, project discussions, and team messages live in one place. Bloom has basic in-app messaging but no shared team inbox, no auto-sorting of client threads, and no embeddable live chat for your website.

The bottom line: Choose Bloom if you are a solo creative whose main goal is visual booking and image gallery delivery. Choose Plutio if you are growing an agency and need a white-labeled engine that handles the booking and the project delivery that happens after.

Project and task management

You've booked the job. Now you have a team of three people, 40 deliverables, and a three-month timeline. Can you see every dependency? Or are you just checking a project status and hoping for the best?

Bloom

Simplified project tracking focuses on the booking. Bloom's project structure is clean for solo creatives. Bloom keeps your files, notes, and dates organized in one place. But Bloom is not an agency-grade task manager. You cannot see your work on a Gantt timeline, and task dependencies are not supported. For a solo creative, this simplicity is a strength. For a scaling agency with complex workflows and many hands on deck, Bloom can feel limiting.

Clean project overview for files and notes
Simple task checklists per project
No Gantt or timeline views
No native task dependencies
No granular task permissions per role
Fixed project structure (harder to customize)

Plutio

Manage the work, not just the project status. Plutio handles the delivery phase. You can create Kanban boards to move tasks through stages, Gantt charts to see how a delay in 'Discovery' affects the 'Launch' date, and subtasks with nested list views. When you bring on a contractor, they only see their assigned tasks. When a project is done, you reuse that entire structure for the next client in one click. Plutio is a project management system inside your business suite.

Kanban, Gantt, List, Table, and Calendar views
Nested subtasks with unlimited levels
Task dependencies with automatic rescheduling
Granular permissions (hide specific tasks from clients)
Project templates with task-level automation
Custom fields and status stages per project
Task-level timers and time estimates

Time tracking and billing

Hourly work needs time tracking. When you cannot track time against tasks, you either estimate and lose money or use another app and lose context.

Bloom

Project-level time tracking for billing. Bloom lets you track hours at the project level and invoice from time logs. The platform works for simple billing where you charge by project. But when a client asks which tasks took the most time, you cannot drill down to specific activities. Bloom tracks time, but the breakdown stays at the project level rather than individual tasks. For creatives who bill by project, this works. For agencies managing complex deliverables with varying rates, the lack of task-level granularity limits reporting.

Time tracking at project level
Invoice from time logs
No task-level time tracking
No custom rates per task
No billable vs non-billable separation
No team timesheet approval

Plutio

Time tracking that connects to everything. You click a button on any task and the timer starts. When you're done, that time is already attached to the task, the project, and the client. At the end of the week, you pull up your time logs and generate an invoice with one click. The hours are already there, broken down exactly how you tracked them. You can set different rates for different clients or even different types of work. Your team's time shows up in one place where you can approve it before billing.

One-click timer on any task
Manual entry and timer options
Task-level AND project-level tracking
Billable vs non-billable separation
Custom rates per task, project, or client
Time reports by client, project, team
One-click invoice from time logs
Team timesheet approval workflow

Client visibility and communication

'Hey, just checking in on the project status?' When clients can see progress in one place, they stop asking. When clients can see progress in their own portal, they stop emailing you for updates.

Bloom

A client portal focused on booking and galleries. Bloom gives clients a place to access their contracts, invoices, and image galleries. Clients can view what you share with them. But the portal is focused on the booking phase and asset delivery rather than ongoing project visibility. Clients see their files and documents, but they cannot see task progress or real-time status updates on active work. When a client wants to know where things stand, they email you because the portal does not show the work in progress.

Client access to contracts and invoices
Image gallery delivery
File sharing with clients
No custom domain
No real-time project progress view
No task visibility for clients
Bloom branding visible

Plutio

Your clients get their own branded space. When your client logs in, they see yourcompany.com, not some third-party software. The portal shows their tasks, files, deadlines, and messages all in one place. They can check progress whenever they want instead of emailing you. When you finish a deliverable, they approve it right there. When they need to upload assets, they do it in the same place. You control what they see, so your internal workflow stays private.

Custom domain (yourcompany.com)
White-label branding (remove Plutio)
Custom CSS for full styling control
Tasks, files, deadlines visible to clients
In-app messaging tied to projects
Deliverable approval workflow
File uploads from clients
Invoice and payment history

Client communication and inbox

A client emails you a project change. Your teammate asks about the deliverables. A partner sends updated timelines. Without a central place, you check three apps and still miss something urgent.

Bloom

Basic messaging tied to projects. Bloom lets clients message you inside the platform, which keeps communication attached to the right project. But there is no shared team inbox. If you have a team, everyone has their own view and cannot collaborate on client requests. When a client emails you about the project, that message does not automatically sort into their history alongside previous conversations. You end up checking multiple places to make sure nothing slipped through.

In-app messaging with clients
Messages tied to projects
No shared team inbox
No auto-sort into client threads
No team channels
No direct messaging
No embeddable live chat

Plutio

All your client conversations in one place. When a client emails you, that message shows up in their thread alongside every other conversation you've had with them: project updates, file shares, payment confirmations. Your whole team sees the same inbox, so when you're away and a client sends an urgent message, your assistant can handle it. You can reply from your regular email and it syncs back. If you want to chat internally about a client, create a team channel. Need to capture leads from your website? Embed live chat.

Multi-email integration (connect all accounts)
Shared team inbox (everyone sees client emails)
Auto-sort emails into client 1:1 threads
Project conversations stay with the project
Team channels for internal discussions
Direct messages between teammates
@mentions pull people into conversations
Embeddable live chat for your website

Image galleries vs connected workflows

Bloom excels at delivering visual assets through visual image galleries. The question is what happens to all the work before and after the gallery is sent.

Bloom

Native image galleries for visual asset delivery. Bloom includes image gallery delivery where you upload files and clients can view, favorite, and download images. Galleries are visually clean with download options and favorites, and the client experience is straightforward. For creatives who need to deliver visual assets, this is Bloom's strongest feature. But Bloom's automation is focused on the intake phase. After the client books, you get a project record but not a connected workflow system. Task creation is manual. Project templates do not auto-populate with dozens of tasks. The strength is visual asset delivery, not connected project automation that runs from proposal signing through final delivery.

Native image gallery delivery
Client favorites and downloads
Clean visual presentation with downloads
No automatic project creation from proposals
No task mapping from scope
Limited automation after booking
No webhook integrations

Plutio

Workflows that connect every phase of the project. Plutio focuses on the full project lifecycle rather than specialized asset delivery. When a client signs a proposal, Plutio can automatically create a project from a template, assign tasks to team members, set deadlines based on the start date, send a welcome email, and schedule the first invoice. For image delivery, you integrate with specialized gallery tools like Pic-Time or Pixieset while managing the business side in Plutio. The result is a connected system where booking flows into project management flows into invoicing.

Auto-create projects from templates on signing
Visual drag-and-drop workflow builder
Triggers on 20+ events (forms, payments, tasks)
Conditional logic branching
Multi-step workflow sequences
Integration with gallery tools via links
Webhook integrations for external tools
Automation logs for troubleshooting

Automation and workflow

Both tools automate follow-ups and reminders. The difference is how far beyond intake the automation extends.

Bloom

Automation focused on the intake and follow-up phase. Bloom has automation workflows for lead follow-ups, booking reminders, and task notifications. You can set automated actions when leads come in, when contracts are signed, or when dates approach. The platform handles the booking pipeline. But automation after the client books is limited. Projects do not create themselves from proposals with task templates. You set up task lists manually after each booking. The automation strength is in getting clients to sign, not in managing the work after they do.

Lead and booking automations
Follow-up sequences
Date-based reminders
No auto-project creation from proposals
No task template population
No task-completion triggers
No webhook integrations
Limited post-booking automation

Plutio

Automation that runs through the entire project. You build workflows with a visual drag-and-drop builder. Start automations on form submission, payment received, task completion, project status change, or specific dates. Add conditional logic so different paths run based on project type or client tier. When a proposal gets signed, Plutio creates the project with tasks from your template, assigns team members, sets deadlines relative to the start date, and sends the welcome email. If an invoice goes overdue, reminders go out automatically. The automation does not stop at booking.

Visual drag-and-drop workflow builder
Start on 20+ events (forms, payments, tasks, dates)
Auto-create projects from templates
Auto-assign tasks to team members
Conditional logic branching
Multi-step workflow sequences
Webhook integrations for external tools
Automation logs for troubleshooting

Team and agency scaling

You hire your first team member or contractor. Can they see their assignments without accessing client payments? When permissions work, growth does not mean chaos.

Bloom

Team features depend on your plan. Bloom offers team member access on higher plans. You can add team members who see projects and can manage their assigned work. But role customization is limited compared to granular permission systems. Bloom is built primarily for solo creatives and small studios. When you need contractors who see only their assigned tasks, or multiple workspaces for different brands, Bloom's team structure becomes limiting. The platform handles solo creatives well but scales less smoothly into larger agency operations.

Team member access on paid plans
Basic role assignments
Limited role customization
No per-task access control
No contractor-specific permissions
No multi-workspace for agencies
No team workload views

Plutio

Add people without losing control. When you hire your first associate, you create a role for them. Maybe they can see their tasks but not client payments. Maybe they can access some projects but not others. You decide exactly what each person sees and does. If you bring on a contractor for one project, they only see that project. Your other clients stay private. When you grow into an agency with multiple brands, you run separate workspaces under one account. You see everyone's workload in one dashboard and approve timesheets before they hit invoices.

Custom role creation with granular permissions
Per-project and per-task access control
Contractor access (assigned tasks only)
Client access (portal permissions)
Internal notes hidden from clients
Multi-workspace for agencies
Team workload and capacity views
Timesheet approval workflow

White-labeling and the client experience

Your business is your brand. When your client logs in to check progress or approve a document, should they see your brand or your software provider's?

Bloom

Branded documents with sticky software identity. Bloom allows you to add your logo and colors to your documents, which handles the booking phase. However, you can only remove the 'Powered by Bloom' branding on the highest plan ($66/mo). Even then, the experience is hosted on Bloom's servers without the option for custom domains as a core feature. For creatives who want to showcase their own brand identity, the software remains more visible than it would in a fully white-labeled workspace.

Logo and color branding on documents
Remove branding on Plus plan only ($66/mo)
No custom domain (uses Bloom URLs)
No custom CSS for interface theming
No custom SMTP for your domain

Plutio

An invisible engine for your brand. Plutio hides its branding completely. You connect your own domain, so clients log in at portal.yourdomain.com. You set the colors and fonts to match your website. You connect your own SMTP servers, so emails come from you@yourdomain.com with no mention of Plutio. If you need total control, you can use custom CSS to restyle the entire interface. Your clients feel like they are using a custom software portal that you built specifically for your agency.

Custom domains (yourbrand.com)
Full white-labeling (remove all Plutio branding)
Customized login and signup pages
Branded client portal with custom CSS support
Custom SMTP for emails from your domain
Embeddable workspace for your website

Invoicing and recurring billing

Getting paid shouldn't be a struggle. Do you have the flexibility to design your invoices and automate your monthly retainers?

Bloom

Simple invoicing focused on the booking flow. Bloom's invoicing handles the deposit payment. Bloom integrates with major payment providers like Stripe and Square. Bloom's billing experience is clean and performs well for smaller projects. However, Bloom lacks a visual builder for the invoice layout. You are limited to their standard templates. While Bloom handles basic billing, users have reported Bloom is missing features like split payments in certain contexts and is less suited for complex recurring retainer models.

Clean invoice templates with your logo
Integrations with Stripe, Square, and PayPal
Limited recurring billing customization
No drag-and-drop invoice builder
No native task-level billable time tracking
No ACH support (documented as a limitation)

Plutio

Visual invoicing with automated subscriptions. Plutio includes a drag-and-drop invoice builder. You design the document physically. If you have monthly retainer clients, Plutio handles the subscriptions automatically. Clients enter their card once and are billed on your schedule. You can set up payment plans, allow split payments, and turn your task-level time logs into an invoice in one click. Plutio connects to Stripe, Square, PayPal, and handles ACH bank transfers.

Drag-and-drop visual invoice builder
Automatic subscription and recurring billing
One-click invoicing from task time logs
Payment plans and installment scheduling
Support for Stripe, Square, PayPal, and ACH
Custom expense tracking and reporting

Running a client project: Bloom vs Plutio

A client finds your website, likes your work, and fills out your inquiry form. What happens next?

With Bloom, here is how it usually goes:

The client finds your lead form and books through your Bloom page.
They sign the contract and pay the deposit in one clean flow.
You have the date and the money. Now the work begins.
You manually set up your task list for the project prep.
There is no timeline view to see how a delay in one phase affects the delivery date.
Tasks are in a list, but assigning tasks to your team and tracking hours against specific deliverables requires manual calculation or a separate tool.

With Plutio, here is how it works:

The client signs your proposal and pays the deposit.
Plutio automatically creates a project from your template with all tasks already assigned.
All prep tasks, milestones, and delivery phases appear on your Gantt chart with dependencies mapped out.
Your team member gets an email with their assigned tasks. They click a button to start a timer inside Plutio.
The client logs into a branded portal at your domain to see project files and status without emailing you.
When work is done, billable hours flow directly into the final invoice with one click.

Bloom handles the booking well. Plutio handles the booking and the entire delivery workflow that follows.

Where Plutio wins (the proof)

These are verifiable differences, not opinions.

1. Project management: Plutio has it, Bloom has basic tracking

Bloom: Task checklists and file organization only. No Kanban boards. No Gantt charts. No subtasks. No task dependencies.

Plutio: Five project views (Kanban, Gantt, List, Table, Calendar). Subtasks with unlimited nesting. Task dependencies that shift deadlines together. Project templates that recreate your entire workflow for each new client.

The proof: Check Bloom's features page. The project section shows file storage and basic tasks, but no Gantt, Kanban, or dependency features. Compare to Plutio's G2 reviews where users frequently mention project management depth.

2. White-labeling: Your brand vs Bloom's brand

Bloom: Remove branding on Plus plan ($66/mo) only. No custom domain support. Clients see Bloom URLs.

Plutio: Custom domain on all paid plans (clients see yourcompany.com). Branded login pages. Custom interface colors. Custom SMTP. Your clients never see "Plutio" anywhere.

The proof: Check Bloom's pricing page. White-label is locked to the most expensive tier with no custom domain feature listed. Plutio includes white-labeling on Solo ($19) and Studio ($39) plans.

3. Time tracking: Task-level vs project-level only

Bloom: Time tracking at the project level. Cannot drill down to see which specific tasks consumed hours.

Plutio: One-click timers on any task. Track time at the task level and project level. Generate invoices directly from time logs with itemized breakdown.

The proof: Bloom's help center shows time logging against projects, not individual tasks. Users managing complex deliverables cannot provide clients with task-level billing breakdowns.

When Bloom might be the better choice

No tool is perfect for everyone. Bloom might be the better choice if:

Visual asset delivery is your primary need. Bloom has built-in image galleries. If you deliver photo sets to clients and want favorites, downloads, and visual presentation in one place, Bloom handles that natively. Plutio integrates with gallery tools like Pic-Time or Pixieset instead.
You are a solo creative with simple projects. If your projects are straightforward (book, deliver, done) without complex multi-phase timelines, Bloom's simpler project view may be all you need.
You prefer their visual booking style. Bloom's lead capture forms and booking experience are clean and conversion-focused. Some users genuinely prefer the aesthetic.
You are already invested in Bloom. If you have years of client history and workflows built in Bloom, the migration cost might not be worth it for your situation.

But if you manage multi-month projects with teams, want full white-labeling with your own domain, need task-level time tracking, or want clients to see real-time progress, Plutio is the stronger choice.

Why they switched: real outcomes

What happens when creatives switch from Bloom-style tools to Plutio?

West 7th Design Studio reduced client support requests by 90% after switching. Clients got one branded portal to see progress instead of emailing for every update. Their work stayed in one place instead of scattered across booking software and separate project tools.

YazMarketing increased their sales pipeline by 80% after moving to Plutio. Connecting proposals directly to projects meant less manual handoff, faster client onboarding, and more capacity to take on new work.

These results come from connecting the full workflow. When proposals flow into projects automatically, when clients can check their own portal, and when everything runs under your brand, the admin overhead drops and capacity for real work increases.

Final verdict

Bloom and Plutio approach the client journey from different angles. Both are well-regarded: Plutio holds a 4.4/5 on G2 while Bloom is popular among photographers and creatives for its visual lead capture and booking experience.

Bloom has built an impressive intake experience. Lead capture forms, instant booking, and image galleries create a smooth flow for getting clients to sign. For solo creatives who need to capture leads and deliver visual assets, Bloom handles that well.

The limitations appear after the booking. Bloom project management is basic: no Kanban boards, no Gantt charts, and only project-level time tracking. You can only remove Bloom branding on the Plus plan ($66/mo), and even then there is no custom domain support. When you need complex delivery timelines, task-level billing, and want clients to see your brand everywhere, Bloom becomes limiting.

Plutio handles intake with proposals, contracts, and scheduling, then continues into complete business management. When a proposal gets signed, Plutio creates the project automatically from your template with tasks already assigned. Run everything under your own domain with full white-labeling. Design invoices visually with drag-and-drop. Track time at the task level and convert to invoices in one click. Clients see progress in a branded portal that looks like software you built yourself.

The bottom line: Choose Bloom if you are a solo creative who needs visual booking and built-in image galleries. Choose Plutio if you want complete business management: full white-labeling with your own domain, drag-and-drop invoicing, Gantt charts and Kanban boards, task-level time tracking, and client portals that run under your brand.

How to switch from Bloom to Plutio

Switching from Bloom to Plutio preserves your client records while giving you deeper project control and full white-labeling.

Step 1: Export your Bloom data
Download your clients, project records, and transaction history as CSV files from your Bloom dashboard.

Step 2: Import into Plutio
Upload the CSVs to Plutio. The importer maps Bloom fields (Client Name, Email, Total Invoiced) directly to your new workspace. Your history moves with you.

Step 3: Set up your project templates
Turn your Bloom task lists into automated Plutio project templates with subtasks, dependencies, and assigned roles. Each new client project creates itself from the template.

Step 4: Configure your client portal
Set up your portal on a custom domain (e.g., clients.yourbrand.com), add your branding, and configure what clients can see. When ready, invite clients to their new branded home.

Research & Sources

Every comparison and price point on this page is backed by direct research conducted in January 2026. Data is verified across official product pages, user reviews, and third-party analysis to ensure accuracy.

Pricing verification sources

Plutio: Official pricing, GetApp reviews
Bloom: Official pricing, GetApp profile

Verification methodology

For each feature in the comparison table:

Official product documentation is consulted
Multiple third-party sources (G2, GetApp, TrustRadius) are verified
Video demonstrations and user reviews are cross-referenced
Pricing is updated monthly based on current published rates

If you find any inaccuracies, please let us know so the information can be updated immediately.

Plutio vs Bloom: full feature comparison for 2026

Project management, time tracking, client portals, proposals, invoicing, and automation compared side by side

PRICING Collapse	Plutio 198/199	Bloom 101/184
Starting price	$19/month (Solo plan)	$14/month (Starter plan, $7/month annual)
Free plan	No free plan (14-day trial available)	No free plan (7-day trial)
Trial period	14-day free trial	7-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Bloom 101/184
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Project tracker (focus on booking, limited task management)
Project roles and permissions	Control exactly who can view or edit each part of a project	Team collaboration on Plus plan only
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Single board view per project; focus on simple lists
Embeddable project boards	Live project boards embedded into client portals or websites	No embeddable project boards
Sharable project boards	Read-only public links for sharing progress without risk	Project access via client portal only
Project stages and milestones	Define custom project lifecycles for different types of work	No milestones supported (simple workflow steps only)
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Connected lifecycle (contracts and invoices inside projects)
Custom project data fields	Track, sort, filter, and report on custom project data	No custom project fields
Kanban boards	Drag-and-drop tasks across customizable columns	Drag-and-drop workflows act as Kanban boards
Table view	Bulk-edit tasks like a spreadsheet	No task table view
List view	Clean task lists with clear hierarchy	Included
Calendar view	See tasks and deadlines on a calendar	Included
Gantt view	Plan work visually with task order and dependencies	No native Gantt view
Subtasks	Break work down into multiple nested levels	No nested subtasks
Email to task	Turn emails into tasks without manual copying	No email-to-task
Task comments	Keep discussions tied directly to each task	Built-in chat widget for client communication
Task attachments	Store files directly on the task they belong to	Asset delivery via online galleries and project file sharing
Task priorities	Define priority levels that fit your workflow	No task priorities
Task labels & color coding	Use unlimited labels to visually organize tasks	Custom lead statuses and workflow stages
Multiple task assignees	Assign tasks to one or multiple teammates	Single assignee (focus on solo creative)
Task templates	Reuse task-level structures across projects	Full project workflows can be templated and reused
Task permissions	Control access at the individual task level	No task-level permissions
Task dependencies	Prevent work from starting out of order	No task dependencies
Recurring tasks	Automate repeating work with flexible schedules
Custom task data fields	Add task-level fields for tracking custom details	No custom task fields
TIME TRACKING Collapse	Plutio 198/199	Bloom 101/184
Time tracking system	Easily track time using timers or manual entries	Time tracking is currently in development (Roadmap)
Task-level tracking	Log time directly against tasks and subtasks	Time tracking not yet available
Project-level tracking	See time spent per project and per client	Time tracking not yet available
Billable time tracking	Clearly separate billable and non-billable time	Time tracking not yet available
Billable time invoicing	Turn tracked time into invoices without extra steps	Time tracking not yet available
Timesheet reports	View detailed time reports by task, project, or client	Time tracking not yet available
Team timesheets	See how each team member tracks their time	Time tracking not yet available
PROPOSALS Collapse	Plutio 198/199	Bloom 101/184
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Integrated proposals with automatic contract linking
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Professional, customizable proposal templates with branding
Reusable proposal templates	Reuse proven proposal layouts across clients	Reusable templates for different service types
Real-time proposal analytics	See exactly when proposals are opened and reviewed	Basic status tracking (sent, viewed, accepted)
Live messenger on proposals	Answer questions directly while clients review proposals	Built-in chat widget for client questions
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Smooth flow from lead capture to booking and contract
Convert proposal to invoice	Create invoices directly from approved proposals	Auto-generate invoices once a booking is confirmed
Packages and add-ons	Offer upsells and add-ons directly inside proposals	Define service packages and offer optional add-ons
Interactive pricing tables	Let clients choose options before approving	Static pricing with optional selections
Dynamic data and variables	Auto-fill proposal content with client and project data	Automatic data merging for client and booking details
Expiration dates	Automatically expire proposals after a set date	No automated proposal expiration
PDF Export	Download as branded PDFs	Downloadable PDF versions for all documents
Reusable content blocks	Create reusable proposal sections you can reuse on demand	No reusable content blocks
Legally binding e-signatures	Collect secure electronic signatures on proposals	Integrated e-signatures for proposals and contracts
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	No custom proposal fields
CONTRACTS Collapse	Plutio 198/199	Bloom 101/184
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Legally binding contracts built into the booking flow
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Template-based contract builder with visual editor
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	Full e-signature support with audit trails
Multi-signature / signees	Collect signatures from multiple people on the same contract	Support for multiple signers per document
Reusable contract templates	Reuse contract structures to create new agreements faster	Reusable contract templates included
Auto-reminders automation	Automatically follow up until contracts are signed	Automated follow-ups for unsigned contracts
Dynamic data/variables	Auto-fill contract content with client and project data	Auto-fill contract data with booking information
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Automated invoice generation upon contract signature
View notifications	See when contracts are opened and reviewed	Real-time notifications for contract activity
PDF download with signature certificate	Download signed contracts with official proof of signature	Download signed contracts in PDF format
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	Basic custom fields for contact information
INVOICES & PAYMENTS Collapse	Plutio 198/199	Bloom 101/184
Create invoices and get paid	Send invoices and collect payments in one connected flow	Professional invoices with integrated payments
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Customizable logos and brand colors on all invoices
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Visual editor based on fixed templates
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Flexible line item management
Item or invoice discounts	Apply discounts at the item or full invoice level	Automated and manual discount calculations
Customizable taxes	Create tax rules that match your location and use case	Custom tax group assignments
ACH payments	Accept bank transfers for lower-fee payments	Supported via Stripe and Bloom Payments
Stripe integration	Accept credit and debit cards instantly	Full Stripe integration with automated tracking
Square integration	Collect in-person payments when needed	Integrated Square payment processing
PayPal integration	Let clients pay using PayPal	Standard PayPal integration included
Flexible partial payments	Collect deposits and split payments across milestones	Retainers and split payment schedules
Payment plans	Break invoices into scheduled installments	Automated payment schedules and installments
Automated recurring invoices	Automatically send invoices on a recurring schedule	Automated recurring billing for retainers
Subscription management	Manage ongoing client subscriptions and billing	Subscription and retainer management tools
Automated payment reminders	Follow up automatically until invoices are paid	Automated follow-ups for overdue invoices
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Save and reuse invoice structures
Multiple currency support	Bill clients globally in their local currency	Manual currency selection per project
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid
View notifications	See when invoices are opened and paid	Email and in-app notifications for invoice activity
Built-in expense tracking	Track project-related costs alongside invoices	No native expense tracking features
Invoice deposits	Collect upfront payments before work starts	Flexible deposit and retainer requests
Auto-invoice billable time	Turn tracked time into invoices automatically	Not available (Time tracking is on roadmap)
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Standard custom field support on invoices
INBOX Collapse	Plutio 198/199	Bloom 101/184
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Project-based messenger (no global unified inbox)
Full email integration	Connect and manage all your email accounts in one place	Gmail and Outlook sync for project threads
Embeddable live chat	Add real-time chat to your website and client portals	No native website live chat
Instant direct messages	Message teammates privately without leaving your workspace	Built-in messenger for clients and leads
Contextual project conversations	Keep conversations tied directly to the project they belong to	All messages tied directly to projects and leads
Team channels	Create shared spaces for team-wide discussions	No internal team communication channels
Customized channels	Organize channels by team, topic, or workflow
@mentions	Notify teammates instantly inside conversations	No @mentions in client messenger
Message read receipts	See when messages are read	See when client views messages and documents
File sharing in chat	Share files directly inside conversations	Direct asset sharing within the messenger
Shared email inbox	Collaborate on incoming emails as a team	No shared team email inbox
Inbox mobile app	Access and respond to messages on mobile	Mobile messenger app available
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies sync back to the project messenger
FILES Collapse	Plutio 198/199	Bloom 101/184
Store and manage files	Keep all client and project files in one organized place	Centralized project asset and document management
Advanced folder organization	Organize files by project, client, or structure you choose	Project-level organization (no complex hierarchy)
Folder permissions	Control who can view or edit folders	Granular control over portal asset visibility
People folders	Group files by person when needed	No person-based file organization
Project folders	Keep files scoped to each project	Automatic file grouping by project and lead
In-app previews	Preview files instantly without downloading	Native image and document previews
Custom file data fields	Capture file metadata you can sort and filter
Built-in documents	Create and edit documents directly inside Plutio
Comments on files and docs	Leave comments directly on files and documents
Bulk file actions	Move, tag, or manage many files at once
Files search & filter	Find files quickly using search and filters
External cloud sync	Sync files with Google Drive or Dropbox
Secure sharing controls	Restrict access with permissions or passwords
File sharing links	Share files externally with controlled access
SCHEDULING Collapse	Plutio 198/199	Bloom 101/184
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Integrated scheduler with lead capture forms
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Customizable booking pages with brand colors
Advanced availability management	Define flexible availability rules applied automatically to bookings	Flexible scheduling windows and availability rules
Automatic buffer times	Add buffer time automatically between meetings	Automatic padding between booked sessions
Multiple meeting types	Create unlimited booking types with different rules and setups	Unlimited meeting types with custom rules
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Automatic two-way sync with major calendars
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Customizable confirmation emails and pages
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	Redirect users to any URL after successful booking
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Trigger automated workflows upon booking confirmation
Smart meeting reminders	Send automatic reminders without manual follow-ups	Automated email and SMS appointment reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps
Custom booking forms	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	Set custom lead times and daily meeting caps
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Self-service rescheduling and cancellation options
AUTOMATION Collapse	Plutio 198/199	Bloom 101/184
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Sequence-based workflows (no visual branching builder)
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Triggers for leads, bookings, projects, and payments
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Automated follow-up sequences on custom schedules
Multi-step workflows	Chain multiple actions into one continuous automation	Chain multiple automated actions in a sequence
True/False branching	Create conditional paths instead of one-size-fits-all flows	Linear sequences only (no conditional branching)
Delay-based actions	Add precise timing between steps, down to minutes or days	Add delays between sequence steps
Create & update records	Create, update, or move records automatically across the system	Limited to lead and project status updates
Move & duplicate records	Reorganize work automatically without manual cleanup	Automated status transitions move leads through pipeline
Delete & archive records	Automatically archive or remove records based on rules	Manual archiving preferred for project security
API calls (webhooks)	Trigger or receive real-time events from external systems	Zapier integration and outgoing webhooks supported
Send emails	Send automated emails tied to real workflow events	Automated email sequences with smart fields
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 sequence history and activity log
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Smart fields and tokens for dynamic data injection
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Workflow triggers span leads, booking, and projects
FORMS Collapse	Plutio 198/199	Bloom 101/184
Create branded forms	Build fully branded forms that match your workflow and client experience	Professional, branded lead capture and intake forms
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Visual form builder with custom field support
Reusable form templates	Reuse form structures without rebuilding from scratch	Save and reuse common form structures
Custom form data fields	Collect structured data you can sort, filter, and report on	Capture custom project and client data via forms
Smart conditional logic	Show or hide fields based on responses, not static forms	Static forms (no native conditional branching logic)
Instant email notifications	Get notified immediately when forms are submitted	Immediate email alerts for all form submissions
Form automation triggers	Trigger automated workflows when a form is submitted	Submit forms to trigger project creation and sequences
Embed forms	Embed forms anywhere without layout restrictions	Easy embedding on any website or landing page
Advanced field preferences	Control required, hidden, and default field behavior	Standard required/optional field settings
Comprehensive field types	Collect text, files, dates, selections, and more	Support for text, choice, date, and file types
Form signature field	Collect legally binding signatures directly inside forms	Basic e-signatures (primarily via contract documents)
File upload fields	Accept file uploads as part of form submissions	Allow clients to upload assets directly via forms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Redirect to custom URL or thank-you page
CRM Collapse	Plutio 198/199	Bloom 101/184
Manage clients and leads	Manage contacts and companies in one connected system	Integrated CRM for tracking leads and active projects
Full company management	Track organizations, not just individual contacts	Contact-first organization (basic company grouping)
Custom contact data fields	Collect and manage structured contact data you define	Add custom CRM fields for contacts and leads
Complete activity timeline	See every interaction with a client in one place	Activity feed with project and message history
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Segment contacts by project type and lead status
WIKI Collapse	Plutio 198/199	Bloom 101/184
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No native internal wiki or document builder
Beautiful rich text pages	Write structured, formatted content without complexity	No native rich-text page builder
Unlimited nested pages	Build deep knowledge hierarchies without limits	No native nested page support
Granular page permissions	Control exactly who can view or edit each page	No native knowledge base permissions
DASHBOARDS Collapse	Plutio 198/199	Bloom 101/184
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Fixed overview dashboard (not customizable)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Fixed dashboard layout with preset widgets
Charts widget	Visualize data with customizable charts	Basic financial and lead conversion charts
Metrics widget	Track key numbers without manual reporting	Track key revenue and booking metrics
Goals widget	Monitor progress toward defined goals	No native goal tracking widget
Notes widget	Add contextual notes directly to dashboards	No native dashboard notes widget
Calendar widget	View upcoming events alongside work and metrics	Integrated calendar with project and booking events
Financial widgets	Track revenue and expenses in the same view	High-level revenue and invoice tracking
BRANDING Collapse	Plutio 198/199	Bloom 101/184
White-label and branding	Run the entire platform under your brand	Remove Bloom branding on the Premium plan
Custom interface theme	Apply your brand colors across the system	Fixed interface colors (no admin theming)
Stylesheet customization	Fine-tune styling beyond basic theming	No custom CSS access for the interface
Custom login/signup pages	Use branded authentication pages instead of generic screens	Logo branding on fixed login structures
Email branding	Send all system emails with your branding	Logo inclusion (no complex template customization)
Custom brand fonts	Use your own fonts throughout the platform	No custom font upload support
Custom brand logos	Replace all platform logos with your own	Add your logo to portal, documents, and emails
Custom domain name	Run everything on your own domain	Connect a custom domain on the Premium plan
Custom email SMTP	Send emails from your own email infrastructure	Standard integrated email delivery (no custom SMTP)
Full workspace embedding	Embed Plutio directly into your website or product	No native option to embed the full workspace
CUSTOMIZATION Collapse	Plutio 198/199	Bloom 101/184
Flexible workspace setup	Shape the platform to match how your business works	Fixed creative-focused project hierarchy
Main menu editor	Add, remove, or reorder navigation items freely	Fixed navigation (cannot rearrange main menu)
User-based menus	Show different navigation for different roles	Same menu structure for all user types
Custom user roles	Create role types beyond preset permissions	Limited preset roles (Admin, Member, Client)
Advanced user permissions	Control access at a granular level	Project and lead visibility controls
SSO / OAuth	Support enterprise-grade single sign-on	No enterprise-grade SSO support
INTEGRATIONS Collapse	Plutio 198/199	Bloom 101/184
Connect with other tools	Integrate with external systems without lock-in	Zapier, Gmail, Outlook, and major payment gateways
Zapier integration	Connect to thousands of apps without custom code	Full Zapier connectivity with triggers and actions
Make.com integration	Build advanced automation scenarios visually	Possible via Zapier (no direct Make module)
Pabbly Connect	Connect services without usage-based limits	No native Pabbly Connect integration
Full REST API access	Build custom integrations with full system access	No public REST API available for custom dev
Incoming & outgoing webhooks	Send and receive real-time events	Outgoing webhooks available via settings
PLATFORM Collapse	Plutio 198/199	Bloom 101/184
Mobile apps	Access your business from native mobile apps	Native iOS and Android companion apps
iOS app	Full-featured iPhone app	Native iPhone app for on-the-go management
Android app	Full-featured Android app	Native Android app with basic project features
Mac desktop app	Native macOS app for desktop workflows	Web-based only (no native Mac desktop app)
Windows desktop app	Native Windows app for desktop workflows	Web-based only (no native Windows desktop app)

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Plutio vs Bloom FAQ: everything you need to know

Can Plutio replace Bloom for photographers?

Yes. Plutio handles proposals, contracts, e-signatures, invoicing, and scheduling. The main difference is image galleries. Bloom has built-in galleries, while Plutio integrates with specialized gallery tools like Pic-Time or Pixieset to deliver high-volume photo sets.

Is Plutio better for agencies than Bloom?

Agencies usually prefer Plutio because of its project management depth. Bloom is built as a project tracker for solo creatives, while Plutio offers Kanban boards, Gantt timelines, task dependencies, and granular permissions for scaling teams.

Does Bloom have a white-label option?

Bloom allows you to remove their branding on the Plus plan ($66/mo). However, Bloom does not currently offer custom domain support as a core feature. Plutio offers complete white-labeling, including custom domains and custom CSS, on all paid plans.

Can I track hourly work in both tools?

Bloom has time tracking, but it is focused at the project level. Plutio allows you to track time against individual tasks and subtasks, which makes it easier to provide clients with itemized billing for complex projects.

Does Bloom have a mobile app?

Yes. Bloom has an iOS app for managing your business. Plutio offers native iOS and Android apps that sync your entire project and communication workspace in real time.

Which tool is better for project automation?

Bloom is focused on automating the booking flow. Plutio extends automation into the delivery phase, allowing you to automatically create projects, assign tasks, and start actions based on project progress milestones.

Can I use my own domain for the client portal in Plutio?

Yes. Custom domains ensure a consistent brand experience for your clients from the first lead form to the final invoice.

Does Plutio have image galleries like Bloom?

No. Plutio focuses on business management and project delivery. For high-volume photography asset delivery, specialized tools like Pic-Time, Pixieset, or ShootProof integrate well with Plutio, which handles the project and billing side.

What is the 'Break Point' for Bloom users?

Most users hit the 'Break Point' with Bloom when they move from solo operations to a team business. When you need to manage complex delivery timelines (Gantt) and want your clients to log in to a portal that carries your domain, Plutio is the upgrade path.

How long has Plutio been around?

Plutio has been built and refined for over 10 years based on feedback from freelancers and agencies. The platform is stable and continuously improved to help businesses scale under their own brand.

Does Bloom have a free plan?

No. Bloom offers a 7-day free trial. Pricing starts at $14/mo for the Starter plan. Plutio offers a 14-day free trial with full access to all features to help you test the workflow before committing.

Can I migrate my data from Bloom to Plutio?

Yes. You can export clients, projects, and invoices from Bloom as CSV files and import them into Plutio. The migration maintains your client history and billing records so you do not start from scratch.

Does Bloom have project management?

Bloom has basic project tracking with task checklists and file organization. But Bloom does not have Kanban boards, Gantt charts, subtasks, or task dependencies. When projects involve complex timelines and multiple deliverables, most Bloom users open a separate project management tool.

Can clients see project progress in both tools?

In Bloom, clients can access contracts, invoices, and image galleries through a client portal. But they cannot see task progress or real-time status updates on active work. In Plutio, clients log into a branded portal at your domain where they see tasks, files, deadlines, and messages with real-time progress updates.

How much does Plutio cost compared to Bloom?

Bloom starts at $14/month for Starter and goes up to $66/month for Plus (which includes white-label branding removal). Plutio starts at $19/month (Solo) and $39/month (Studio) with white-labeling, project management, and client portals included on all plans.

Does Plutio offer a free trial?

Yes. Plutio offers a 14-day free trial with full access to all features. No credit card required to start. You can explore proposals, contracts, invoicing, project management, and client portals before choosing a plan.

Is my data safe with Plutio?

Yes. Your 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. You can export your data at any time.

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 unified inbox?

Yes. Plutio has a unified inbox where you connect multiple email accounts and manage all client communication in one place. Client emails automatically sort into their conversation threads alongside project discussions. Your team shares one inbox so no one misses urgent requests. Bloom has basic in-app messaging but no shared team inbox and no auto-sorting of client threads.

Does Bloom have recurring invoicing or subscriptions?

Bloom has basic recurring payments functionality. Plutio includes full subscription management where you set up a billing schedule once and clients are charged automatically each month, along with payment plans with installments and recurring invoices.

Can I use Plutio for team collaboration?

Yes. Plutio includes team features on all plans: shared inboxes, team channels, @mentions, task assignments, and workload views. You can create custom roles with granular permissions so team members see only what they need. Bloom has team member access but with more limited role customization.

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