Plutio vs Flowlu: Complete Comparison (2026)

Flowlu covers CRM, projects, and invoicing, but contracts have no e-signatures, proposals don't exist, and there is no appointment scheduling. Kanban boards track tasks, sales pipelines manage leads, and invoices go out through Stripe... but when a client needs to sign a contract, there is no built-in signing, and when a project needs a proposal with interactive pricing, the feature simply isn't there.

Plutio handles CRM, projects, and invoicing and the workflow that follows: proposals with interactive pricing that convert to projects on client signature, contracts with e-signatures and full audit trails, scheduling pages where clients book directly, and a branded portal at your domain where clients check progress without emailing you.

Last updated February 2026

4.6

Quick comparison (TLDR)

Flowlu is a business management platform that combines CRM, project management, invoicing, and a knowledge base. Flowlu offers Kanban boards, Gantt charts, sales pipelines, time tracking, and financial reports. The free plan supports up to 2 users. Paid plans range from $29 per month for 8 users (Team) to $199 per month for unlimited users (Ultimate). Flowlu handles invoicing through Stripe and PayPal, but contracts have no e-signatures, proposals with interactive pricing don't exist, there is no appointment scheduling, and white-labeling is locked to the $199 per month Ultimate plan. The interface draws frequent complaints about clutter and a steep learning curve.

Plutio is an all-in-one client management platform where proposals, contracts, projects, invoices, and client portals connect in a single workspace. When a client signs a proposal with interactive pricing, Plutio creates the project automatically with tasks from a template. Contracts include e-signatures with audit trails. Invoices collect payments through Stripe, PayPal, and Square. Clients book calls through scheduling pages and log into a branded portal at a custom domain. Flat pricing starts at $19 per month for Core, $49 for Pro, and $199 for Max, with white-labeling on every plan.

Key differences at a glance

E-signatures and proposals: Plutio includes contracts with e-signatures (audit trail with IP, timestamp, device) and proposals with interactive pricing tables where clients choose packages. Flowlu has contracts but no signing capability, and no proposal builder at all. Signing a Flowlu contract requires printing, scanning, or a third-party tool like DocuSign.
Scheduling: Plutio includes booking pages where clients schedule calls directly from a shareable link. Flowlu has no appointment scheduling feature, so freelancers use Calendly or Acuity alongside Flowlu.
White-labeling: Plutio offers custom domains, branded login pages, custom SMTP, and full brand removal on all plans starting at $19 per month. Flowlu locks white-labeling to the Ultimate plan at $199 per month.
Interface and learning curve: Plutio's workspace organizes projects, invoices, contracts, and communication under each client. Flowlu packs CRM, projects, finance, and knowledge base into a single interface that multiple G2 reviewers describe as overwhelming, especially for new users.

Flowlu covers budget CRM with project management and financial reporting for small teams. The trade-off: no e-signatures, no proposals, and no scheduling. Plutio handles the full client workflow from proposal to payment in one platform with white-labeling included.

Project and task management

A project starts when a client says yes. What happens between that moment and the first task being assigned determines whether onboarding takes 5 minutes or 30.

Flowlu

Kanban boards, Gantt charts, and agile tools. Flowlu includes Kanban boards, Gantt chart views with task dependencies, list views, and agile-specific features like sprints and backlogs. Tasks support subtasks, custom fields, time estimates, and file attachments. Project templates let teams reuse structures across similar engagements.

Flowlu's project management handles internal task tracking and agile workflows, but there is no proposal-to-project automation. When a client agrees to work, someone manually creates the project, adds tasks, and sets up the structure. The scope was already discussed over email or in a separate document, but it doesn't flow into the project automatically.

Kanban boards and list views
Gantt charts with dependencies
Agile sprints and backlogs
Subtasks and custom fields
Project templates
No proposal-to-project automation
No interactive pricing on proposals
Manual project creation for each client

Plutio

Project management connected to the full client workflow. Plutio includes Kanban boards, Gantt charts with visual dependencies, List view, Table view, and Calendar view. Task templates define subtasks, dependencies, time estimates, and assignees. Recurring tasks run on daily, weekly, monthly, or custom schedules.

The difference starts before the project. When a client approves a proposal in Plutio, the platform creates the project automatically with tasks mapped from the proposal scope. The proposal already defined the deliverables, so the project starts fully structured without manual setup or copy-pasting scope items into a task board.

5 views: Kanban, Gantt, List, Table, Calendar
Auto-create project when proposal is signed
Subtasks with unlimited nesting levels
Task dependencies with visual links
Recurring tasks (daily, weekly, monthly, custom)
Project templates with auto-task creation
Custom fields, statuses, and priorities
Time estimates and actual time per task

Contracts and e-signatures

A handshake deal works until it doesn't. When a contract lives in the same platform as the project and the invoice, the paper trail is automatic and every signature, payment, and deliverable stays connected.

Flowlu

Contract creation without signing. Flowlu includes a contracts section where documents can be created, stored, and linked to clients or projects. Custom fields track contract status, dates, and values. But the critical feature, e-signatures, is missing.

Flowlu contracts cannot be signed electronically. There is no signature field, no audit trail, and no way for a client to approve a contract within the platform. When a contract needs to be signed, it gets exported and sent through DocuSign, HelloSign, or printed and scanned. The signed version then needs to be manually uploaded back into Flowlu. The paper trail lives across two or more tools.

Contract document creation
Custom fields for status and dates
Link contracts to clients and projects
No e-signatures
No audit trail for signatures
No contract-to-project automation on signing
Requires third-party tools for signing

Plutio

Contracts built into the client workflow. Plutio's contract builder uses a drag-and-drop editor. Add clauses, payment terms, scope descriptions, and signature fields. Clients sign electronically with a full audit trail showing IP address, timestamp, and device. Contracts attach to proposals and projects, so the scope, the agreement, and the work all live in one place.

Contract templates mean repeating agreements take seconds to send. When the contract is signed, automation can trigger project creation, send a welcome email, or generate the first invoice, all without manual steps.

Drag-and-drop contract builder
E-signatures with full audit trail
Contract templates library
Attached to proposals and projects
Auto-trigger project on signing
Custom clause and terms library
Countersigning support
Available on all plans

Proposals and interactive pricing

The proposal is the first document a potential client sees. When it includes interactive pricing where clients choose packages and add-ons, more clients sign on the spot. When it auto-creates the project on approval, onboarding drops to zero manual steps.

Flowlu

Invoicing exists, but proposals do not. Flowlu's invoicing covers line items, taxes, and discounts, and invoices can be sent to clients through Stripe and PayPal. But there is no dedicated proposal builder, no interactive pricing tables, and no way to send a client a document where they pick packages or add-ons before the project starts.

Freelancers using Flowlu create proposals in separate tools like PandaDoc, Proposify, or Google Docs, then manually set up the project in Flowlu after the client agrees. The proposal lives in one tool, the project lives in another, and there is no automatic connection between them.

No proposal builder
No interactive pricing tables
No package or add-on selection
No proposal-to-project automation
No view tracking or proposal analytics
Requires separate tools for proposals

Plutio

Drag-and-drop proposals with interactive pricing. Plutio's proposal builder lets you drag sections, add interactive pricing tables where clients pick packages or select add-ons, and send a document that looks custom-built. Clients see the proposal, choose their options, and the total updates in real time. When they approve, the proposal automatically creates a project with tasks mapped from the scope.

View tracking shows exactly when someone opened the proposal, what sections they read, and how long they spent on pricing. Proposals link to contracts and invoices in the same flow, so a single approval can trigger the contract, collect a deposit, and start the project.

Drag-and-drop proposal builder
Interactive pricing tables
Package and add-on selection
Auto-convert to project on approval
Real-time view tracking and analytics
Proposal templates library
Proposal-to-contract-to-invoice flow
Available on all plans (from $19/mo)

Invoicing and payments

An invoice with a pay button gets paid faster than a PDF attachment. When the invoice also connects to the project it was generated from, the financial trail stays clean without manual data entry.

Flowlu

Basic invoicing with payment processing. Flowlu generates invoices with line items, taxes, discounts, and custom branding. Clients can pay through Stripe and PayPal directly from the invoice. Revenue, expense, and profit reports track financial performance across the business.

Flowlu's invoicing covers the basics: line items, taxes, discounts, and online payment collection. The limitation is what comes before the invoice. Without proposals or e-signatures, the path from client agreement to invoicing requires manual steps and separate tools. There is also no subscription billing for retainer clients and no installment payment plans for large projects.

Invoice creation with line items
Stripe and PayPal payment collection
Revenue and expense tracking
Financial reporting (profit, revenue)
Basic branding on invoices
No subscription or auto-billing
No payment plans or installments
No proposal-to-invoice automation

Plutio

Invoicing with built-in payment collection and automation. Plutio's invoice builder is drag-and-drop, so invoices match your brand with your layout, logo, and colors. Generate invoices from tracked time with a full task breakdown, or create fixed-fee invoices manually. Clients receive the invoice and pay directly through Stripe, PayPal, or Square.

Retainer clients get subscriptions that charge automatically every month, and large projects split into installment schedules. Payment reminders go out automatically when invoices are overdue. Because proposals connect to projects which connect to invoices, the financial trail from first quote to final payment stays in one place.

Drag-and-drop invoice builder
Stripe, PayPal, and Square integration
One-click invoice from time logs
Subscription and auto-billing
Payment plans with installments
Automatic payment reminders
Full transaction history
Branded invoice design

CRM and client management

A lead fills out a form on your website. Can the CRM track that lead through the sales pipeline, then automatically transition them into a client with a project, contract, and invoice, without switching tools?

Flowlu

CRM with sales pipeline and deal tracking. Flowlu includes a CRM module with customizable sales pipelines, deal stages, contact management, and activity logging. Leads can be tracked from first contact through to closed deal, and the CRM connects to Flowlu's project management so converting a lead into a project is relatively straightforward.

The CRM tracks leads through the sales pipeline, but the transition from deal to active client has gaps. Once a deal closes, there is no proposal to send with interactive pricing, no contract to sign electronically, and no automatic workflow that creates a project with tasks, sends a contract, and generates a deposit invoice. Each step requires manual action.

Customizable sales pipelines
Deal tracking and stages
Contact and company management
Activity logging and history
CRM-to-project conversion (manual)
No proposal automation from CRM
No e-signature workflow from deals
No deposit collection on deal close

Plutio

Client management connected to the full workflow. Plutio organizes contacts, companies, and client relationships with custom fields, tags, and activity history. Each client profile shows every proposal, contract, project, invoice, conversation, and file in one view. When a lead converts to a client, the transition is automatic: send a proposal, get it signed, and the project, contract, and first invoice create themselves.

Plutio's approach is client-centric rather than deal-centric. Instead of a standalone CRM module, every feature (projects, proposals, contracts, invoices, scheduling, communication) connects back to the client record. Nothing lives in isolation.

Contact and company management
Client profiles with full activity history
Custom fields and tags
Lead-to-client conversion with automation
Proposal, contract, and invoice from client profile
All communication tied to client record
File storage organized by client
Custom views and filters

Scheduling and appointments

A potential client wants to book a discovery call. Without a booking page, that means a back-and-forth email thread about availability that stretches over 3-5 messages before a time gets locked in.

Flowlu

No scheduling or booking feature. Flowlu does not include appointment scheduling, booking pages, or calendar-based availability sharing. When a client needs to schedule a meeting, the process happens through email, a separate scheduling tool like Calendly, or manual calendar coordination.

For freelancers who book discovery calls, onboarding sessions, or recurring check-ins with clients, the absence of scheduling means running a separate tool alongside Flowlu. The booking link, the calendar, and the client data live in different platforms.

No booking pages
No availability sharing
No calendar-based scheduling
No automated appointment reminders
No scheduling-to-project connection
Requires Calendly or similar tool

Plutio

Booking pages built into the client workflow. Plutio's scheduling feature lets clients book time directly from a shareable link. Set available hours, buffer times between meetings, and daily caps. Clients pick a time slot, confirm, and the meeting appears on the calendar automatically. Reminders go out before the appointment to reduce no-shows.

Because scheduling connects to the rest of the platform, a booked call can trigger automation. After a discovery call, send a proposal automatically. After an onboarding session, create the project with tasks. The scheduling page lives at your custom domain with your branding, not a third-party scheduler's.

Shareable booking pages
Custom availability and buffer times
Automatic calendar sync
Appointment reminders
Branded scheduling at your domain
Automation triggers on booking
Multiple appointment types
Available on all plans

Client portals and white-labeling

When clients log into a portal, do they see your brand and your domain, or your software vendor's? That first impression tells the client whether they hired a freelancer with a custom workspace or someone using off-the-shelf software.

Flowlu

Client portal on higher plans, white-label on Ultimate only. Flowlu includes a client portal where external users can view tasks, projects, and invoices assigned to them. The portal provides basic visibility into project progress and notable payments.

White-labeling with custom branding, custom domain, and removal of Flowlu branding requires the Ultimate plan at $199 per month. On the Team ($29 per month), Business ($59 per month), and Professional ($119 per month) plans, the client portal carries Flowlu's branding. For freelancers and small agencies who want clients to see their brand, the $199 per month price tag for white-labeling is a significant jump from the $29 starting point.

Client portal with task and invoice visibility
White-labeling (Ultimate only, $199/mo)
No white-label on Team, Business, or Professional
No custom domain on lower plans
No custom SMTP on lower plans
No branded login page on lower plans

Plutio

A fully branded client workspace at your domain. When clients log into Plutio, they see yourcompany.com, not a third-party software name. The login page shows your logo and colors. The interface matches your brand throughout. Clients see their tasks, files, deadlines, invoices, and messages in one place. They approve deliverables, upload assets, and check progress whenever they want, without sending an email.

Custom CSS gives complete styling control for agencies that need pixel-level branding. Custom SMTP means emails come from your domain, not from a software vendor. White-labeling starts on the Core plan at $19 per month, not locked behind a $199 per month tier.

Custom domain (yourcompany.com)
Full white-label (remove all Plutio branding)
Branded login and signup pages
Custom interface theme and colors
Custom SMTP (emails from your domain)
Client task, file, and deadline visibility
Deliverable approval workflow
Custom CSS for complete styling control

Time tracking and billing

Time tracking without a direct path to invoicing is just data collection. When tracked hours connect directly to invoices that clients can pay online, the billing cycle shrinks from days to minutes.

Flowlu

Built-in time tracking with billable hours. Flowlu includes time tracking with task-level timers, manual entry, and the ability to mark hours as billable or non-billable. Time logs connect to projects so hours are tracked per task and per project. Reports break down time by team member, project, and date range.

Time tracking connects to Flowlu's invoicing module, but generating an invoice from tracked hours requires manual formatting, and the invoice templates are basic compared to dedicated invoicing tools. There is no subscription billing for retainer clients, and no installment payment plans for phased projects.

Task-level time tracking with timers
Manual time entry
Billable and non-billable separation
Time reports by project and team
Time-to-invoice generation (basic)
No subscription billing
No installment payment plans

Plutio

Time tracking that flows directly into paid invoices. Track time at the task level with one-click timers. Time rolls up to projects automatically. When the billing period ends, select the tracked hours, click create invoice, and Plutio generates a detailed invoice with every task listed. The client receives the invoice, clicks pay, and the money arrives through Stripe, PayPal, or Square. The entire billing cycle stays in one platform without manual payment chasing.

Custom rates work per task, per project, or per client, so different clients or project types bill at different rates without switching tools. Team timesheet approvals ensure hours are verified before invoicing.

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 communication

A client emails about a project change. A team member replies from their personal inbox. Another teammate has no visibility into the conversation. Without a central inbox, context fragments across email threads.

Flowlu

Internal messaging and client portal, but no shared inbox. Flowlu includes an internal messenger for team communication, task comments, and @mentions. The client portal gives external users access to view project updates and invoice status.

Flowlu has no shared team inbox where all client emails arrive in one place. There is no unified communication thread that combines emails, project updates, and messages. Client communication happens through the portal (which is view-oriented), through email outside the platform, or through task comments. For freelancers managing 10+ active clients, conversations fragment across email, Flowlu comments, and the portal.

Internal team messenger
Task comments and @mentions
Client portal (view-oriented communication)
No shared team inbox
No unified client email threads
No embeddable live chat
No multi-email account integration

Plutio

All client communication in one inbox. Plutio's unified inbox connects multiple email accounts so every client email arrives in one place. Messages automatically sort into client threads alongside project updates, file shares, and payment confirmations. When one team member is away, others see the same inbox and can reply without missing context.

Project conversations stay attached to the project. Team channels handle internal discussions. Direct messages work for quick one-on-one coordination. Embeddable live chat captures leads from your website and funnels them into the same inbox. Every plan includes all communication features.

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

Automation and workflows

A new client signs a proposal. Does the project auto-create with tasks assigned, the welcome email sent, and the kickoff meeting scheduled? Or does someone spend 20 minutes on manual setup?

Flowlu

Automation for CRM and project events. Flowlu includes automation rules that trigger on CRM deal stage changes, task completions, and project milestones. Automations can assign tasks, change statuses, send notifications, and update fields. The automation builder covers the basics for CRM pipeline movement and project task management.

Because proposals and e-signatures don't exist in Flowlu, automation can't connect the pre-project workflow to project creation. A new client agreeing to work can't auto-trigger a signed contract, a project with templates, and a deposit invoice. Each of those steps happens manually or in a separate tool.

CRM deal stage triggers
Task completion triggers
Auto-assign and status changes
Notification automation
No proposal-approval triggers
No e-signature triggers
No payment-received triggers
No scheduling-based automation

Plutio

Automation across the full client lifecycle. Plutio automation triggers on project status changes, task completions, form submissions, payment receipts, proposal approvals, and scheduled dates. The visual drag-and-drop builder makes multi-step workflows easy to create without code. Conditional logic branches handle different scenarios automatically.

When a lead fills out an intake form, automation can create the client record, send a proposal, and schedule a follow-up. When the proposal is approved, automation creates the project, assigns onboarding tasks, sends a welcome email, and generates the first invoice. Each step saves 5-10 minutes of manual work, and across 20-30 new clients per year, that reclaims 50+ hours of admin per year.

Visual drag-and-drop automation builder
Triggers on proposal approval
Triggers on payment received
Triggers on form submission
Triggers on task completion
Triggers on project status change
Conditional logic branching
Webhook integrations

Forms and lead capture

When a potential client fills out an intake form, the data should flow into the CRM and trigger the next step automatically. If the form lives in a separate tool, someone has to copy the details over manually.

Flowlu

Basic custom fields but no public form builder. Flowlu supports custom fields on contacts, projects, and deals, which allows some data collection flexibility within the platform. But there is no public-facing form builder with conditional logic, multi-step layouts, or embedding on external websites.

Lead capture through forms requires a separate tool like Typeform, Google Forms, or JotForm. Form submissions arrive by email and can trigger automations via Make.com or Pabbly Connect, but the data still needs to be manually entered into Flowlu's CRM or project module. There is no direct path from form submission to client record to proposal.

Custom fields on contacts and projects
No public-facing form builder
No conditional logic on forms
No multi-step form layouts
No form embedding on websites
No form-to-CRM automation

Plutio

Forms connected to the client pipeline. Plutio's form builder creates intake forms, questionnaires, and lead capture pages with conditional logic, multi-step layouts, and file upload fields. Forms embed on any website or share as direct links. When someone submits a form, automation can create the contact, add them to a pipeline, send a proposal, or assign a task to follow up.

For client onboarding, forms collect project briefs, brand guidelines, login credentials, and file uploads in one structured submission. The data attaches to the client record automatically, so nothing gets lost in email.

Drag-and-drop form builder
Conditional logic and branching
Multi-step form layouts
File upload fields
Embed on websites or share links
Form-to-CRM automation
Form-to-project automation
Client onboarding questionnaires

Running a client project: Flowlu vs Plutio

A freelance brand strategist gets a message from a potential client who wants a full brand identity package. The scope includes strategy, logo design, brand guidelines, and a social media kit. What happens next?

With Flowlu, the workflow looks like this:

The lead fills out a contact form on the freelancer's website. Since Flowlu has no public form builder, the form runs through Typeform or Google Forms, and the freelancer manually adds the lead to Flowlu's CRM
The freelancer creates a proposal in Canva, Google Docs, or PandaDoc because Flowlu has no proposal builder. The proposal gets sent by email
The client agrees. The freelancer creates a contract in Flowlu, but the client can't sign it in the platform. The contract gets exported, signed through DocuSign, and uploaded back into Flowlu manually
The freelancer creates a project in Flowlu with tasks for each deliverable. Setup takes 15-20 minutes since there is no auto-creation from a proposal
The client checks the Flowlu portal to see progress, but the portal carries Flowlu's branding (unless the freelancer pays $199 per month for Ultimate)
At billing time, the freelancer creates an invoice in Flowlu and the client pays through Stripe. Payment collection works, but the invoice doesn't reference the original proposal because proposals don't exist in the platform
Communication happens through email, Flowlu's internal messenger, and portal comments, with no shared inbox tying conversations together

With Plutio, the same project plays out differently:

The lead fills out an intake form embedded on the freelancer's website. Automation creates the contact in Plutio and assigns a follow-up task
The freelancer sends a proposal with interactive pricing directly from Plutio. The client picks the brand identity package and optional social media add-on
The client approves the proposal. The attached contract appears for e-signature. The client signs, and a deposit invoice generates automatically
Plutio creates the project with tasks mapped from the proposal scope: strategy, logo concepts, revisions, guidelines, social kit. No manual setup
The client logs into a branded portal at the freelancer's custom domain to see progress, approve deliverables, and upload reference files
At billing time, invoices generate from tracked time and the client pays online. The invoice links back to the original proposal and contract
All communication lives in one shared inbox sorted by client

Flowlu covers CRM, project management, and invoicing. But the full client workflow, from intake form to signed contract to final payment, requires 3-4 additional tools. Plutio handles the entire journey in one platform, so the manual setup, the tool-switching, and the fragmented communication all disappear.

Where Plutio wins (the proof)

These are verifiable differences backed by published product pages and documentation.

1. E-signatures: Plutio has them, Flowlu does not

Flowlu: Contracts can be created and stored, but there is no electronic main feature. The platform lists CRM, project management, invoicing, and knowledge base, but e-signatures are absent.

Plutio: Contracts include e-signatures with a full audit trail (IP address, timestamp, device). Clients sign within the platform. No third-party signing tool required.

The proof: The Flowlu features page lists CRM, project management, invoicing, and knowledge base but makes no mention of e-signatures.

2. Proposals: Missing from Flowlu entirely

Flowlu: Flowlu has invoicing but no proposal builder. Proposals with interactive pricing tables, package selection, and view tracking do not exist in the platform.

Plutio: Proposals use a drag-and-drop builder with interactive pricing. Clients pick packages and add-ons. Approved proposals auto-create projects with scope-mapped tasks.

The proof: The Flowlu invoicing page covers invoice creation and payment collection but proposals with interactive pricing are absent from the platform.

3. White-labeling cost: $19 per month vs $199 per month

Flowlu: White-labeling (custom domain, brand removal) requires the Ultimate plan at $199 per month. Freelancers on the Team ($29), Business ($59), or Professional ($119) plans show Flowlu's branding to clients.

Plutio: White-labeling with custom domains, branded login pages, and custom SMTP starts on all plans at $19 per month.

The proof: The Flowlu pricing page lists white-label as an Ultimate-only feature at $199 per month.

4. Scheduling: Plutio includes it, Flowlu does not

Flowlu: Appointment scheduling and booking pages do not exist in Flowlu. Freelancers who need scheduling use Calendly, Acuity, or a similar tool alongside it.

Plutio: Booking pages with availability settings, buffer times, and automatic reminders are included on all plans. The scheduling page lives at your custom domain with your branding.

The proof: The Flowlu features page lists CRM, projects, invoicing, and knowledge base but makes no mention of appointment scheduling or booking pages.

When Flowlu might be the right fit

No tool is the right fit for everyone. Flowlu might be the right fit if:

Budget is the primary concern and the team has 2 or fewer people. Flowlu's free plan covers basic CRM, project management, and invoicing for up to 2 users. For solo freelancers who just need a free starting point and don't need proposals, e-signatures, or scheduling, Flowlu's free tier provides a functional base. The trade-off: the free plan is limited in features, storage, and customization.
The CRM sales pipeline is the priority, not client-facing documents. Flowlu's CRM with customizable pipelines, deal stages, and activity tracking handles lead management and sales tracking for businesses that don't send proposals or contracts. If the workflow is phone calls and emails to close deals, Flowlu's CRM works without the document layer. The trade-off: once a deal closes, onboarding the client still requires manual steps.
Financial reporting and cost tracking matter more than client experience. Flowlu includes revenue reports, expense tracking, and profit analysis built into the platform. For businesses that need financial oversight alongside project management, Flowlu's finance module adds value. The trade-off: the interface is dense, and new users frequently report a steep learning curve.
A knowledge base or internal wiki is needed alongside projects. Flowlu includes a built-in knowledge base with categories, articles, and access controls. For teams that need internal documentation alongside project management, this eliminates a separate tool like Notion or Confluence. The trade-off: the knowledge base is basic compared to dedicated wiki tools.

But for freelancers and agencies who need proposals with interactive pricing, contracts with e-signatures, scheduling pages, and a white-labeled client portal alongside CRM and project management, Plutio covers the full workflow in one platform at flat pricing.

Why they switched: real outcomes

What happens when freelancers switch to a connected platform?

Kelly Wade switched to Plutio and brought proposals, contracts, invoicing, and project management into one workspace. Instead of jumping between separate tools for each step of the client workflow, every document and project lived in one place. The admin hours spent transferring data between platforms went to zero.

Yaz Marketing moved to Plutio to bring their full client workflow together from first inquiry to final invoice. Scheduling, proposals, and project management connected in one platform instead of running across three separate tools, so the weekly coordination that used to eat up several hours was no longer necessary.

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. The studio's work stayed in one place instead of scattered across separate tools for proposals, project management, and invoicing.

These results come from connecting the full workflow. When proposals flow into projects automatically, when contracts get signed electronically, and when clients check their own portal, the manual coordination that freelancers accept as normal stops being necessary.

Final verdict

Flowlu and Plutio both aim to replace the freelancer's tool stack with one platform. Flowlu holds a 4.7/5 on G2 with roughly 100 reviews and a 4.8/5 on Capterra with roughly 350 reviews. Plutio holds a 4.4/5 on G2. Both earn high review scores.

Flowlu has built a business management platform that combines CRM, project management, invoicing, time tracking, a knowledge base, and financial reporting at a low-cost starting price. The Team plan at $29 per month for 8 users is competitive for small teams that need CRM and project management in one tool. Flowlu's financial reporting (revenue, expenses, profit) includes more for that use case than most competitors at this price point.

The limitations appear in client-facing features. Contracts exist but can't be signed. Proposals don't exist at all. Scheduling is absent. White-labeling costs $199 per month. The interface draws repeated criticism for being cluttered and overwhelming. The mobile app has limited functionality compared to the desktop version. Native integrations are fewer than most competitors.

Plutio handles the full client lifecycle in one platform. Proposals with interactive pricing convert to projects automatically. Contracts include e-signatures. Invoices collect payments through Stripe, PayPal, and Square. Scheduling pages book client calls. Clients log into a white-labeled portal at a custom domain. Flat pricing means Core at $19, Pro at $49, and Max at $199 per month with white-labeling on every plan.

The bottom line: Flowlu covers budget CRM with project management and financial reporting when e-signatures, proposals, and scheduling are handled elsewhere. Plutio connects proposals, contracts, scheduling, and a branded client portal with projects and invoicing in one platform at flat pricing.

How to switch from Flowlu to Plutio

Most freelancers complete the switch in a few hours of setup, then run both tools in parallel while active Flowlu projects finish.

Step 1: Export Flowlu data
Flowlu allows data export from the CRM, project, and invoice modules. Export contacts, deals, and project data as CSV files. For time logs and financial data, generate reports and export them for reference. The Flowlu help center covers export options for each module.

Step 2: Import into Plutio
Upload CSVs to Plutio. The importer maps fields like Client Name, Email, Project Name, and Task Status directly. For freelancers migrating 20+ clients, Plutio's support team can assist with bulk data mapping.

Step 3: Set up project templates
Create templates for common project types. Include tasks, subtasks, dependencies, time estimates, and automations. These templates auto-generate when proposals are signed, so every new client starts with a fully structured project.

Step 4: Configure the client portal
Set up a custom domain, add branding, and choose what clients see. Invite clients to their new workspace. The branded experience starts immediately, on every plan, not just Ultimate.

Step 5: Connect payment processors
Link Stripe, PayPal, or Square to start collecting payments directly through invoices. If Flowlu's Stripe integration was already active, the same Stripe account connects to Plutio.

Research and sources

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

Pricing verification sources

Plutio: Official pricing
Flowlu: Official pricing, G2 reviews (4.7/5, ~100 reviews)
Flowlu Capterra: Capterra reviews (4.8/5, ~350 reviews)

Feature verification sources

Flowlu features: Official features page
Flowlu invoicing: Invoicing features page
Flowlu CRM: CRM features page
Flowlu help: Help center

Verification methodology

For each feature in the comparison table:

We consult official product documentation
We verify with multiple third-party sources (G2, Capterra, GetApp)
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 Flowlu: full feature comparison for 2026

Project management, CRM, proposals, contracts, invoicing, scheduling, client portals, and automation compared side by side

PRICING Collapse	Plutio 198/199	Flowlu 91/199
Starting price	$19/month (Core plan)	Free plan (2 users). Paid plans from $12/seat/month (Essential, $9/seat annual)
Free plan	No free plan (7-day trial available)	Free plan for up to 2 users
Trial period	7-day free trial	7-day free trial on paid plans
PROJECT MANAGEMENT Collapse	Plutio 198/199	Flowlu 91/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Full project management with Kanban, Gantt, task lists, milestones, and dependencies
Project roles and permissions	Control exactly who can view or edit each part of a project	Role-based access control with customizable permissions per project
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Multiple task boards per project with Kanban view
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	No shared or public project links
Project stages and milestones	Define custom project lifecycles for different types of work	Project milestones with Gantt chart visualization and dependencies
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Invoices and contracts linked to projects (Documents Builder, Dec 2025). No native proposals yet
Custom project data fields	Track, sort, filter, and report on custom project data	Custom fields on projects and tasks
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban board view for projects and tasks
Table view	Bulk-edit tasks like a spreadsheet	Table view available
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 deadlines
Gantt view	Plan work visually with task order and dependencies	Gantt chart with dependencies and milestones
Subtasks	Break work down into multiple nested levels	Subtasks with checklists
Email to task	Turn emails into tasks without manual copying	Email integration available (no direct email-to-task)
Task comments	Keep discussions tied directly to each task	Comments and @mentions 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
Task labels & color coding	Use unlimited labels to visually organize tasks	Labels and color coding on tasks
Multiple task assignees	Assign tasks to one or multiple teammates	Multiple assignees per task
Task templates	Reuse task-level structures across projects	Task and project templates
Task permissions	Control access at the individual task level	Role-based task access control
Task dependencies	Prevent work from starting out of order	Task dependencies with Gantt visualization
Recurring tasks	Automate repeating work with flexible schedules	Recurring tasks supported
Custom task data fields	Add task-level fields for tracking custom details	Custom fields on tasks
TIME TRACKING Collapse	Plutio 198/199	Flowlu 91/199
Time tracking system	Easily track time using timers or manual entries	Built-in time tracking at project and task level
Task-level tracking	Log time directly against tasks and subtasks	Time tracking per task
Project-level tracking	See time spent per project and per client	Time tracking per project
Billable time tracking	Clearly separate billable and non-billable time	Billable hours tracking
Billable time invoicing	Turn tracked time into invoices without extra steps	Convert billable 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 timesheet overview
PROPOSALS Collapse	Plutio 198/199	Flowlu 91/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Basic proposal/estimate creation (no interactive builder)
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	No drag-and-drop proposal builder
Reusable proposal templates	Reuse proven proposal layouts across clients	Basic estimate templates (limited customization)
Real-time proposal analytics	See exactly when proposals are opened and reviewed	No real-time proposal analytics
Live messenger on proposals	Answer questions directly while clients review proposals	No live messenger on proposals
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	No proposal-specific automation
Convert proposal to invoice	Create invoices directly from approved proposals	Convert estimates/proposals to invoices with one click
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	No interactive pricing tables
Dynamic data and variables	Auto-fill proposal content with client and project data	Dynamic variables with automatic data filling in Document Builder
Expiration dates	Automatically expire proposals after a set date	Expiration dates on estimates
PDF Export	Download as branded PDFs	PDF export available
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	No e-signatures on proposals
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Custom variables and fields available in Document Builder
CONTRACTS Collapse	Plutio 198/199	Flowlu 91/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Contract creation via Documents Builder (Dec 2025). E-signatures not yet available
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Template-based Documents and Contracts Builder (Dec 2025)
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	No e-signatures (must use third-party)
Multi-signature / signees	Collect signatures from multiple people on the same contract	No multi-signature support
Reusable contract templates	Reuse contract structures to create new agreements faster	Reusable document templates with on-brand designs and HTML editor
Auto-reminders automation	Automatically follow up until contracts are signed	No contract auto-reminders
Dynamic data/variables	Auto-fill contract content with client and project data	Dynamic variables with automatic data filling from CRM and other modules
Contract automation triggers	Trigger automated workflows the moment a contract is signed	No contract automation triggers
View notifications	See when contracts are opened and reviewed	No contract view notifications
PDF download with signature certificate	Download signed contracts with official proof of signature	No e-signature or signature certificates
Custom signer data fields	Collect structured signer information during signing	No custom signer data fields
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Custom variables available in Document Builder templates
INVOICES & PAYMENTS Collapse	Plutio 198/199	Flowlu 91/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Create and send invoices with online payment collection
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Branded invoices with company logo and colors
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Invoice editor (not drag-and-drop)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Customizable line items on invoices
Item or invoice discounts	Apply discounts at the item or full invoice level	Discounts on invoices
Customizable taxes	Create tax rules that match your location and use case	Tax configuration on invoices
ACH payments	Accept bank transfers for lower-fee payments	No ACH payment support
Stripe integration	Accept credit and debit cards instantly	Stripe integration for payments
Square integration	Collect in-person payments when needed	Square integration for online invoice payments
PayPal integration	Let clients pay using PayPal	PayPal integration for payments
Flexible partial payments	Collect deposits and split payments across milestones	Basic partial payment support
Payment plans	Break invoices into scheduled installments	No payment plan support
Automated recurring invoices	Automatically send invoices on a recurring schedule	Basic recurring invoice support
Subscription management	Manage ongoing client subscriptions and billing	No subscription management
Automated payment reminders	Follow up automatically until invoices are paid	Automated payment reminders
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Reusable invoice templates
Multiple currency support	Bill clients globally in their local currency	Multiple currency support
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Basic invoice automation (limited triggers)
View notifications	See when invoices are opened and paid	Basic invoice view tracking
Built-in expense tracking	Track project-related costs alongside invoices	Built-in expense and revenue tracking with profit reports
Invoice deposits	Collect upfront payments before work starts	Basic deposit support
Auto-invoice billable time	Turn tracked time into invoices automatically	Convert billable time to invoices
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Basic custom fields on invoices
INBOX Collapse	Plutio 198/199	Flowlu 91/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	No centralized unified inbox
Full email integration	Connect and manage all your email accounts in one place	Email integration with IMAP sync (Gmail, Outlook, and more)
Embeddable live chat	Add real-time chat to your website and client portals	No live chat widget
Instant direct messages	Message teammates privately without leaving your workspace	Built-in instant messenger with group channels, @mentions, and file sharing
Contextual project conversations	Keep conversations tied directly to the project they belong to	Comments and @mentions on projects (no dedicated conversations)
Team channels	Create shared spaces for team-wide discussions	Custom user groups for targeted team communication (Focus Group Collaboration)
Customized channels	Organize channels by team, topic, or workflow	Custom user groups by department or project team for targeted communication
@mentions	Notify teammates instantly inside conversations	@mentions in comments
Message read receipts	See when messages are read	No message read receipts
File sharing in chat	Share files directly inside conversations	Content sharing in instant team chats
Shared email inbox	Collaborate on incoming emails as a team	No shared email inbox
Inbox mobile app	Access and respond to messages on mobile	No inbox 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	Flowlu 91/199
Store and manage files	Keep all client and project files in one organized place	File storage on projects (no dedicated file manager)
Advanced folder organization	Organize files by project, client, or structure you choose	Project-based file organization (no advanced folder system)
Folder permissions	Control who can view or edit folders	Project-level permissions apply to files
People folders	Group files by person when needed	No people-specific folders
Project folders	Keep files scoped to each project	Files organized within projects
In-app previews	Preview files instantly without downloading	In-app file previews
Custom file data fields	Capture file metadata you can sort and filter	No custom file data fields
Built-in documents	Create and edit documents directly inside Plutio	Knowledge base with rich text pages
Comments on files and docs	Leave comments directly on files and documents	Comments on knowledge base pages (not on 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 within projects
External cloud sync	Sync files with Google Drive or Dropbox	Google Drive, Dropbox, and OneDrive integrations
Secure sharing controls	Restrict access with permissions or passwords	Project-level sharing controls
File sharing links	Share files externally with controlled access	No dedicated file sharing links
SCHEDULING Collapse	Plutio 198/199	Flowlu 91/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	No scheduling or booking system
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	No booking pages
Advanced availability management	Define flexible availability rules applied automatically to bookings	No availability management
Automatic buffer times	Add buffer time automatically between meetings	No buffer time settings
Multiple meeting types	Create unlimited booking types with different rules and setups	No meeting type configuration
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	No calendar sync for scheduling
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	No booking confirmations
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	No booking system
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	No booking automation
Smart meeting reminders	Send automatic reminders without manual follow-ups	No meeting reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	No timezone detection for booking
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	No paid appointments
Custom booking forms	Build booking forms with full control over questions and layout	No custom booking forms
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	No booking limits
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	No rescheduling controls
AUTOMATION Collapse	Plutio 198/199	Flowlu 91/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Automation rules (no visual workflow builder)
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Trigger-based automation rules
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	No schedule-based automation
Multi-step workflows	Chain multiple actions into one continuous automation	Multi-step business processes with stages and automated actions
True/False branching	Create conditional paths instead of one-size-fits-all flows	No conditional branching
Delay-based actions	Add precise timing between steps, down to minutes or days	No delay-based actions
Create & update records	Create, update, or move records automatically across the system	Create and update records via automation
Move & duplicate records	Reorganize work automatically without manual cleanup	Move records (no duplicate action)
Delete & archive records	Automatically archive or remove records based on rules	Archive records (no auto-delete)
API calls (webhooks)	Trigger or receive real-time events from external systems	API access and webhooks
Send emails	Send automated emails tied to real workflow events	Send email notifications via automation
Post comments	Add notes or comments automatically where work happens	Leave comments via automation rules
Complete automation logs	See exactly what ran, when, and why	No complete automation logs
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	No auto-fill variables
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Basic cross-entity links (CRM to projects)
FORMS Collapse	Plutio 198/199	Flowlu 91/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Basic form creation (limited field types)
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Basic form builder (not full drag-and-drop)
Reusable form templates	Reuse form structures without rebuilding from scratch	Basic form templates
Custom form data fields	Collect structured data you can sort, filter, and report on	Limited custom field types
Smart conditional logic	Show or hide fields based on responses, not static forms	No conditional logic in 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	Basic form automation (limited triggers)
Embed forms	Embed forms anywhere without layout restrictions	Basic form embedding
Advanced field preferences	Control required, hidden, and default field behavior	No advanced field preferences
Comprehensive field types	Collect text, files, dates, selections, and more	Basic field types (text, number, date, dropdown)
Form signature field	Collect legally binding signatures directly inside forms	No signature field in forms
File upload fields	Accept file uploads as part of form submissions	File upload field available
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	No redirect after form submission
CRM Collapse	Plutio 198/199	Flowlu 91/199
Manage clients and leads	Manage contacts and companies in one connected system	CRM with pipeline management, lead tracking, and deal stages
Full company management	Track organizations, not just individual contacts	Organization and company management in CRM
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	Activity timeline on contacts and deals
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Contact tags and segmentation
WIKI Collapse	Plutio 198/199	Flowlu 91/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	Built-in knowledge base (wiki) with rich text pages
Beautiful rich text pages	Write structured, formatted content without complexity	Rich text editor for wiki pages
Unlimited nested pages	Build deep knowledge hierarchies without limits	Nested page structure in knowledge base
Granular page permissions	Control exactly who can view or edit each page	Basic page permissions (project-level, not per-page)
DASHBOARDS Collapse	Plutio 198/199	Flowlu 91/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Customizable dashboards with widgets
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Drag-and-drop dashboard builder
Charts widget	Visualize data with customizable charts	Charts and graph widgets
Metrics widget	Track key numbers without manual reporting	Metrics and KPI widgets
Goals widget	Monitor progress toward defined goals	No goals widget
Notes widget	Add contextual notes directly to dashboards	Text widgets (not dedicated notes)
Calendar widget	View upcoming events alongside work and metrics	Calendar widget on dashboard
Financial widgets	Track revenue and expenses in the same view	Financial overview widgets (revenue, expenses, profit)
BRANDING Collapse	Plutio 198/199	Flowlu 91/199
White-label and branding	Run the entire platform under your brand	White-label available on Ultimate plan (custom pricing)
Custom interface theme	Apply your brand colors across the system	Basic theme customization (Advanced plan and above)
Stylesheet customization	Fine-tune styling beyond basic theming	No custom CSS or stylesheet
Custom login/signup pages	Use branded authentication pages instead of generic screens	Custom branding on login (Ultimate plan)
Email branding	Send all system emails with your branding	Email branding (Ultimate plan)
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/branding from Free plan for invoices; full white-labeling on Ultimate plan
Custom domain name	Run everything on your own domain	Custom domain (Ultimate plan, custom pricing per user)
Custom email SMTP	Send emails from your own email infrastructure	Custom email available on Ultimate plan (custom domain and email)
Full workspace embedding	Embed Plutio directly into your website or product	No embeddable workspace
CUSTOMIZATION Collapse	Plutio 198/199	Flowlu 91/199
Flexible workspace setup	Shape the platform to match how your business works	Customizable workspace with modules
Main menu editor	Add, remove, or reorder navigation items freely	Configurable sidebar (limited menu editing)
User-based menus	Show different navigation for different roles	No user-based menu configuration
Custom user roles	Create role types beyond preset permissions	Custom user roles with permissions
Advanced user permissions	Control access at a granular level	Granular user permissions
SSO / OAuth	Support enterprise-grade single sign-on	SSO on Ultimate plan only
INTEGRATIONS Collapse	Plutio 198/199	Flowlu 91/199
Connect with other tools	Integrate with external systems without lock-in	Integrations with Stripe, PayPal, Google, Slack, and more
Zapier integration	Connect to thousands of apps without custom code	No Zapier integration (uses Make.com, Pabbly Connect, and Apix Drive instead)
Make.com integration	Build advanced automation scenarios visually	Full Make.com integration available
Pabbly Connect	Connect services without usage-based limits	Pabbly Connect integration available
Full REST API access	Build custom integrations with full system access	Full REST API access
Incoming & outgoing webhooks	Send and receive real-time events	Webhook support
PLATFORM Collapse	Plutio 198/199	Flowlu 91/199
Mobile apps	Access your business from native mobile apps	Mobile apps for iOS and Android
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 (web-only + mobile)
Windows desktop app	Native Windows app for desktop workflows	No Windows desktop app (web-only + mobile)

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Plutio vs Flowlu FAQ: common questions answered

Is Plutio better than Flowlu?

Plutio covers more of the client workflow in one platform. Both tools combine CRM, project management, and invoicing, but the key differences: Plutio includes proposals with interactive pricing, contracts with e-signatures, scheduling pages, and white-labeling on all plans from $19 per month. Flowlu lacks e-signatures, has no proposal builder, has no scheduling, and locks white-labeling to the $199 per month Ultimate plan. Flowlu covers budget CRM and financial reporting. The trade-off: no e-signatures, no proposals, and no scheduling. Plutio connects the full client workflow in one place.

Can Plutio replace Flowlu?

Yes. Plutio covers project management (Kanban, Gantt, List, Table, Calendar), CRM with client profiles, time tracking, invoicing with Stripe, PayPal, and Square, and adds proposals, contracts with e-signatures, scheduling, forms, and a branded client portal. For freelancers and agencies using Flowlu, Plutio replaces the platform plus the separate tools needed for proposals, signing, and scheduling.

Does Flowlu have e-signatures?

No. Flowlu includes contract creation and storage, but contracts cannot be signed electronically within the platform. There is no signature field, no audit trail, and no in-platform signing workflow. Signing a Flowlu contract requires exporting the document and using a third-party tool like DocuSign or HelloSign. Plutio includes e-signatures with a full audit trail (IP address, timestamp, device) on all plans.

Does Flowlu have proposals?

No. Flowlu has invoicing but no proposal builder. There are no interactive pricing tables, no package selection, no view tracking, and no proposal-to-project automation. Freelancers using Flowlu create proposals in separate tools like PandaDoc or Proposify. Plutio includes a drag-and-drop proposal builder with interactive pricing on all plans.

Does Flowlu have scheduling?

No. Flowlu does not include appointment scheduling, booking pages, or calendar-based availability sharing. Freelancers who need clients to book calls use Calendly, Acuity, or similar tools alongside Flowlu. Plutio includes scheduling pages with availability settings, buffer times, and automatic reminders on all plans.

How much does Plutio cost compared to Flowlu?

Flowlu offers a free plan for up to 2 users. Paid plans: Team at $29 per month for 8 users, Business at $59 per month for 16 users, Professional at $119 per month for 25 users, and Ultimate at $199 per month for unlimited users (all billed annually). Plutio charges flat pricing: Core at $19 per month, Pro at $49, and Max at $199. White-labeling comes with all Plutio plans but costs $199 per month on Flowlu.

Can I white-label Flowlu with my own branding?

Only on the Ultimate plan at $199 per month. Flowlu's Team ($29), Business ($59), and Professional ($119) plans show Flowlu's branding to clients through the portal. Plutio includes white-labeling with custom domains, branded login pages, custom SMTP for emails, and complete brand removal on all plans starting at $19 per month.

Is Flowlu or Plutio better for agencies?

For agencies managing client relationships from proposal to payment, Plutio keeps proposals, contracts, projects, invoices, scheduling, and client portals in one platform with white-labeling included. Flowlu handles CRM and project management with more detailed financial reporting, but agencies need additional tools for proposals, e-signatures, and scheduling. Flowlu's white-labeling at $199 per month also adds significant cost for agencies that want branded client experiences.

Can I import data from Flowlu into Plutio?

Yes. Export contacts, deals, and project data from Flowlu as CSV files. Upload the CSVs to Plutio, where the importer maps fields like Client Name, Email, and Project Status directly. For bulk migrations, Plutio's support team assists with field mapping and data validation.

Does Flowlu have a free plan?

Yes. Flowlu offers a free plan for up to 2 users with limited features. The free plan includes basic CRM, project management, and invoicing, but has restrictions on storage, customization, and additional features. For freelancers who need more than basic functionality, paid plans start at $29 per month for 8 users. Plutio offers a 14-day free trial with full access to all features.

Does Flowlu have a knowledge base?

Yes. Flowlu includes a built-in knowledge base with categories, articles, and access controls. Teams can create internal documentation, FAQs, and process guides within the platform. Flowlu's knowledge base is a feature many competitors don't offer at the same price point. Plutio handles internal documentation through project wikis and file management but does not have a standalone knowledge base module.

Does Flowlu have a CRM?

Yes. Flowlu includes a CRM with customizable sales pipelines, deal stages, contact management, and activity logging. The CRM connects to project management so deals can convert into projects. Plutio also includes client management with contact profiles, activity history, custom fields, and tags, but focuses on client-centric organization where every proposal, contract, project, and invoice ties back to the client record.

Does Plutio offer a free trial?

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

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 (Stripe, PayPal, Square), 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.

Is Flowlu hard to learn?

Multiple G2 reviewers describe Flowlu's interface as cluttered and overwhelming, especially for new users. The platform packs CRM, project management, invoicing, finance, and knowledge base into one interface, which creates a steep learning curve. Flowlu offers documentation and tutorials, but the initial setup takes longer than most competitors. Plutio's workspace organizes features under each client, so the interface stays focused on the current context.

Does Flowlu have mind maps?

Yes. Flowlu includes a mind map feature for visual brainstorming and project planning. Mind maps can connect to tasks and projects. Flowlu's mind map tool is a feature most project management competitors don't offer. Plutio does not have a built-in mind map tool but includes visual Kanban boards, Gantt charts, and a canvas-style whiteboard for visual project planning.

Why do freelancers switch from Flowlu to Plutio?

Most freelancers switch for three reasons: they need e-signatures on contracts instead of exporting to DocuSign. They want proposals with interactive pricing instead of creating documents in separate tools. And they want white-labeling included at $19 per month instead of paying $199 per month for the Flowlu Ultimate plan. Flowlu handles CRM and project management at a good price, but the gaps in client-facing features push freelancers toward platforms that cover the full workflow.

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