Plutio vs Moxie: Complete Comparison (2026)

Moxie's website sells an all-in-one freelancer platform. Inside the app, reviewers report tasks vanishing without warning, invoice reminders breaking silently after updates, and a form builder that fights every drag. Client portals, automations, and custom domains are locked behind the $25/month Pro plan. So on the $12/month Starter plan most people sign up for, the "all-in-one" pitch... falls apart.

Plutio has spent over 10 years connecting every piece of client work into one platform: a signed proposal creates the project, assigns tasks from your template, and opens a client portal at your domain before you touch anything. Time tracking feeds into branded invoices with a line-by-line breakdown, the shared inbox keeps every client conversation in one thread, and the team grows with custom roles, per-task permissions, and no member cap.

Last updated February 2026

4.6

Quick comparison (TLDR)

Moxie markets an all-in-one freelancer platform, but portals, automations, and integrations only unlock on the Pro plan ($25/month). Reviews flag reliability issues with tasks and invoices. The Teams plan ($40/month) caps at 5 members. Moxie does include a virtual phone number for calls and SMS on Pro.

Plutio starts at $19/month and includes everything Moxie gates behind Pro. Proposals feed into projects, tracked hours feed into invoices, and client emails land in one shared team inbox. Teams grow with custom roles and per-task permissions, and clients see your brand, not your software vendor's.

Key differences at a glance

Feature gating: Moxie locks portals, automations, and integrations behind Pro ($25/month). Plutio includes them from $19/month.
Automation triggers: Moxie covers pipeline, form, and invoice triggers (Pro only). Plutio adds task completion, project status, deadlines, and client activity triggers on every plan.
Team scaling: Moxie caps at 5 members ($40/month) with fixed roles. Plutio supports unlimited members with custom roles and task-level access control.
Unified inbox: Plutio connects multiple email accounts into one shared inbox. Moxie has Communicator for phone and email sync, but no multi-email team inbox.
Branding: Plutio includes custom domains, branded portals, custom CSS, and custom SMTP on every plan. Moxie requires Pro for white-labeling.

Moxie fits solo freelancers who want a phone line and can live without portals on the cheapest plan. Plutio fits freelancers and teams who want connected workflows, their own brand, and no growth ceiling.

Project and task management

A client signs off on your proposal. Now there are 40 tasks to complete over the next three months. Can your tool handle the complexity, or will tasks fall through the cracks?

Moxie

Three project views with basic subtasks. Moxie includes Table, Kanban, and Timeline (Gantt) views. Tasks can have subtasks, but subtasks function as checkboxes with a completion percentage, not nested tasks with their own due dates and assignees. Custom task statuses let you define workflow stages, and project templates save your task structures for reuse. Task dependencies appear on the marketing page, but the help center does not show how to link tasks so one cannot start until another finishes.

For solo freelancers managing 5-10 projects, Moxie's project management covers the essentials. The gaps appear when tasks need multiple assignees, priority levels, or deep subtask nesting.

Table, Kanban, and Timeline views
Project templates with tasks
Recurring tasks (daily/weekly/monthly)
Subtasks as checkboxes (single level)
No task priorities or labels
No multiple assignees per task
No embeddable project boards

Plutio

Five project views, unlimited nesting, and custom fields included from the start. Kanban boards move tasks across customizable columns. Gantt charts show timelines with drag-and-drop dependencies. List, Table, and Calendar views round out the options. Subtasks nest as deep as needed with their own assignees, due dates, and time estimates. When a proposal is signed, Plutio creates the project automatically from your template, so dozens of tasks are assigned and scheduled before you touch anything.

Custom fields, multiple assignees, priority levels, and embeddable boards fit any project size, from one client to a hundred.

5 views: Kanban, Gantt, List, Table, Calendar
Auto-create project when proposal is signed
Unlimited subtask nesting
Task dependencies with visual links
Custom fields, priorities, and labels
Multiple assignees per task
Embeddable and sharable project boards
Recurring tasks with custom schedules

Client portals and white-labeling

A client wants to check on their project status. Do they log into your brand at your domain, or do they see your software vendor's name and URL?

Moxie

Branded portal on the Pro plan only. Moxie's client portal includes toggleable modules for invoices, time worked, projects, agreements, meetings, and support ticketing. On Pro ($25/month), clients access a white-labeled portal with your logo, colors, and fonts at a custom domain via CNAME (clients.yourdomain.com). On the Starter plan ($12/month), there is no client portal at all, so clients interact through email and individual document links.

The portal lets clients pay invoices, sign contracts, schedule meetings, and review deliverables. File sharing is limited to 50 MB attachments per task or external links to Google Drive and Dropbox.

Custom domain via CNAME (Pro plan)
White-label with logo, colors, fonts (Pro)
Toggleable portal modules
Support ticketing in portal (Pro)
No portal on Starter plan ($12/month)
No custom CSS for pixel-perfect control
No workspace embedding
Custom email SMTP configuration

Plutio

Fully branded portal with complete customization. Clients log into yourcompany.com and see their tasks, files, deadlines, and messages in a workspace that looks like you built it. Your logo, colors, custom CSS for full styling control, and emails from your own domain through custom SMTP. Clients see exactly what you choose to show them, not a stripped-down view, and you control visibility project by project.

Workspace embedding lets you place the entire client portal inside your existing website. Custom login pages, branded signup flows, and complete removal of Plutio branding mean clients never know what software runs behind it.

Custom domain support
Full white-label (remove all Plutio branding)
Custom CSS for complete styling control
Custom SMTP (emails from your domain)
Branded login and signup pages
Workspace embedding into your website
Per-project and per-task visibility controls
File management with storage (not 50 MB limits)

Time tracking and billing

A client questions a $2,400 invoice. Can you show them exactly which tasks consumed those hours, or do they just see a total?

Moxie

Task-level tracking with invoice generation. Moxie tracks time by client, project, and task with a start/stop timer or manual entry. Tracked hours auto-populate invoices so billing matches actual work. The effective hourly rate calculation shows how much you earn per client. Moxie does not separate billable from non-billable hours, has no time budgets per project, and no team timesheet approval workflow.

For solo freelancers billing hourly, Moxie's time tracking handles the core flow. But for teams, there is no way to approve timesheets before they become invoices.

Start/stop timer and manual entry
Track by client, project, and task
Auto-populate invoices from hours
Earnings per client
No billable vs non-billable toggle
No time budgets per project
No timesheet approval workflow

Plutio

Every tracked hour connects to a task, an invoice, and a team approval. One-click timers run on any task, and manual entry covers time logged after the fact. Hours roll up from tasks to projects automatically. Mark time as billable or non-billable, set custom rates per task, project, or client, and generate invoices with a full breakdown of what was worked on. Team timesheets go through an approval workflow before they become billable.

Time reports break down hours by client, project, team member, and date range. When every hour is tied to a specific task, clients see exactly what they are paying for, and earnings reports are accurate to the minute.

One-click timer on any task
Billable vs non-billable separation
Custom rates per task, project, or client
Time budgets per project
Team timesheet approval workflow
Detailed time reports with filters
One-click invoice from time logs

Automation and workflows

A new lead fills out your intake form. Does that automatically create a project, assign tasks, send a welcome email, and schedule the kickoff? Or do you handle each step manually?

Moxie

Pro-plan automations with pipeline, form, and invoice triggers. Moxie's automation builder uses a visual drag-and-drop interface with seven widgets: Wait For, Decision, Send Email, Send Text, Send Invoice, Send Agreement, and Create Project. Automations trigger from pipeline stage changes, form submissions, and invoice events. Conditional branching uses AND/OR logic to route opportunities based on form answers, client data, or deal values.

Automations are only available on the Pro plan ($25/month) and do not trigger from task completion, specific dates, or scheduled intervals. Post-sale work like task assignments, deadline reminders, and delivery follow-ups still happens manually.

Visual drag-and-drop builder (Pro)
7 automation widgets
Conditional branching with AND/OR
Pipeline, form, and invoice triggers
No task-completion triggers
No date-based or scheduled triggers
Not available on Starter plan

Plutio

Automations that cover every stage, from first inquiry to final invoice. Build visual automations that start on project status changes, task completion, form submissions, payment events, deadlines, or client activity. A single trigger can create the project, assign tasks, set deadlines, send a welcome email, and schedule the onboarding call without any manual steps.

Conditional logic branches workflows based on any data point, delays and scheduled triggers handle follow-up sequences, and webhook integrations connect to external tools. Every plan includes the full automation builder.

Visual drag-and-drop builder
Triggers: task, project, payment, form, date
Conditional logic with branching
Delays and scheduled triggers
Webhook integrations
Available on all plans

Client communication and inbox

A client emails about a project change. Your contractor asks about deliverables. A partner sends updated timelines. Are these conversations scattered across three apps, or in one place?

Moxie

Communicator with phone, SMS, and email. Moxie's Communicator (Pro plan) syncs work emails, provides a virtual business phone number (US, CA, UK), and handles SMS/MMS messaging. Call recording and voicemail are included. Tags and filters help organize conversations. But Communicator is a personal tool, not a shared team inbox. There is no way for multiple team members to manage the same email threads, no auto-sorting into client-specific threads, and no internal team channels.

The virtual phone number is unique to Moxie and a real advantage for solo freelancers who want to separate work calls from personal calls. But it does not replace a shared inbox for teams.

Email sync in Communicator (Pro)
Virtual business phone number (US/CA/UK)
SMS/MMS messaging
Call recording and voicemail
No shared team inbox
No auto-sort into client threads
No team channels or direct messages
No embeddable live chat

Plutio

Every client conversation in one shared inbox. Connect multiple email accounts and manage all client communication from one place. Client emails automatically sort into their conversation threads so the full history is visible to anyone on your team. When someone is out, another team member handles urgent messages without forwarding or CC chains. Reply from your regular email and the message syncs back to Plutio.

Team channels keep internal discussions separate from client conversations. Direct messages handle private coordination. @mentions pull the right people into threads. Embeddable live chat captures leads from your website and routes them into the same inbox.

Multi-email integration (connect all accounts)
Shared team inbox
Auto-sort into client conversation threads
Team channels for internal discussions
Direct messages between teammates
@mentions for pulling people in
Embeddable live chat for your website

Proposals and contracts

Your proposal is the first impression a potential client gets. When they open it, do they see interactive pricing where they pick packages, or a static document?

Moxie

Proposals that auto-convert to projects. Moxie has a drag-and-drop proposal builder with professionally designed templates. Contracts include templates reviewed by legal professionals. E-signatures are built in. Clients can comment directly on proposals and contracts. When an agreement is signed, Moxie auto-creates the project and invoice, so the handoff from sale to delivery is automatic.

Moxie does not have interactive pricing tables, proposal analytics showing which sections clients read, or a content library for reusable blocks.

Drag-and-drop proposal builder
Legally vetted contract templates
E-signatures
Auto-convert to project and invoice
Client comments on proposals
No interactive pricing tables
No proposal view analytics
No content library

Plutio

Interactive proposals that get signed and kick off projects. Drag in sections, add interactive pricing tables where clients pick packages or toggle add-ons, and send a proposal that matches your brand. When clients accept, the proposal converts into a project with tasks from your template. Contracts attach to the same flow with e-signatures and full audit trails. Real-time analytics show exactly when someone opened your proposal, what they clicked, and how long they read each section.

Drag-and-drop proposal builder
Interactive pricing tables with packages
Auto-convert to project on approval
E-signatures with audit trail
Real-time view and click tracking
Proposal templates and content library

Team and agency scaling

You hire your first contractor. They need to see their assigned tasks but not your client financials. Can your tool handle that, or does everyone see everything?

Moxie

Teams plan capped at 5 members. Moxie's Teams plan ($40/month) supports up to 5 team members. Collaborators on the Pro plan can log time and access assigned projects. Moxie has no custom roles, no task-level access control, no contractor-specific permissions, and no multi-workspace support. Everyone at the same permission level sees the same things.

For a solo freelancer with one or two collaborators, the collaborator setup works. But agencies with contractors who should only see their assigned tasks, not client financials, will hit the 5-member cap quickly. Teams with distinct access needs run into the rigid permissions just as fast.

Up to 5 team members (Teams plan)
Collaborator access for time logging
No custom role creation
No per-task permissions
No contractor-specific access
Capped at 5 members
No multi-workspace support

Plutio

Custom roles, per-task permissions, and no member caps. Create custom roles that control access at the project, task, or document level. Add contractors who see only their assigned tasks without accessing client financials. Add team members who manage projects but not billing. Grow from solo to agency without changing tools or hitting member caps.

Multi-workspace support lets agencies manage separate brands or departments from one account. Workload views show who is at capacity and who can take on more work. Timesheet approval workflows keep billing accurate as teams grow.

Custom role creation with detailed permissions
Per-project and per-task access control
Contractor access (assigned tasks only)
Unlimited team members (higher plans)
Multi-workspace for agencies
Team workload and capacity views
Timesheet approval workflow

Invoicing and payments

Getting paid is more than sending invoices. Retainer clients need recurring charges. Project milestones need partial payments. International clients need multiple currencies.

Moxie

Invoicing with Stripe and PayPal. Moxie creates customizable invoices, tracks their status in real time (sent, viewed, paid, overdue), and auto-populates line items from tracked hours. Recurring invoices handle retainer clients. Late fee options and automatic follow-up reminders reduce payment chasing. Moxie supports 81+ currencies.

Payment processing is limited to Stripe and PayPal. There is no Square integration, no drag-and-drop invoice builder for visual design, and subscription management with automatic recurring charges is not documented.

Customizable invoice templates
Stripe and PayPal integration
81+ currencies
Recurring invoices
Late fees and reminders
No Square or additional gateways
No drag-and-drop invoice builder
No subscription management

Plutio

Branded invoice builder with drag-and-drop design and multiple payment gateways. Drag elements to arrange your invoice layout, so the result matches your brand instead of a generic template. Retainer clients get automatic subscription billing that charges on schedule, and payment plans split larger invoices into installments. Payments come through Stripe, Square, PayPal, or bank transfer.

Drag-and-drop invoice builder
Stripe, Square, PayPal, ACH
Subscription management (auto-billing)
Payment plans with installments
Recurring invoices on schedule
Full transaction history
One-click invoice from time logs

Integrations and API

Your accounting lives in QuickBooks. Your calendar is Google. Your team chats on Slack. Can everything talk to each other, or are you copying data between tabs?

Moxie

Native integrations with API on the Pro plan. Moxie connects natively to Stripe, PayPal, Google Calendar, Outlook, iCloud, Zoom, Google Meet, QuickBooks (Pro only), and Plaid for bank syncing. Zapier, Make, Pabbly Connect, webhooks, and the REST API (29 endpoints) are all restricted to the Pro plan ($25/month). On the Starter plan, there are zero integration options beyond calendar sync and payment processors.

Stripe and PayPal
Calendar sync (Google, Outlook, iCloud)
Zoom and Google Meet
QuickBooks (Pro plan only)
Zapier/Make/API: Pro plan only
No native Slack integration
No native Xero integration
Limited to 29 API endpoints

Plutio

5,000+ integrations through Zapier on every plan. Connect to Google Calendar, Stripe, PayPal, Square, QuickBooks, Xero, Slack, and thousands more without upgrading. Native integrations cover calendar sync, payment processors, and email services. The REST API handles custom connections, and webhooks fire on any event for real-time data sync.

5,000+ apps through Zapier (all plans)
Native calendar, payment, email integrations
QuickBooks and Xero
REST API (all plans)
Webhooks for real-time sync
Slack, Google Drive, Dropbox

Running a client project: Moxie vs Plutio

A potential client fills out your intake form and wants to hire you for a three-month website redesign. What happens next?

With Moxie (on the Pro plan), here is how it usually goes:

An opportunity enters your sales pipeline from the form submission
The pipeline-stage automation sends a proposal from your template
The client signs, and Moxie auto-creates the project with tasks and an invoice
You manage tasks on the Kanban board and track time with the built-in timer
The client logs into the portal to review deliverables and pay invoices
For team coordination, you switch to Slack or email since Moxie has no shared inbox

With Plutio, here is how it works:

The client fills out your form, which creates a lead in your pipeline
You send a proposal with interactive pricing where the client picks their package
They sign and Plutio creates the project with 40+ tasks from your template, each assigned to the right team member
The client logs into a portal at yourcompany.com and sees tasks, files, and progress in real time
Your team coordinates through the shared inbox where client emails auto-sort into threads
Time tracked on tasks flows directly into invoices with a detailed breakdown

Both tools handle the proposal-to-project handoff. The difference shows in what comes after: Plutio's shared inbox, interactive pricing, and detailed team permissions keep the three-month project running without adding extra tools.

Where Plutio wins (the proof)

1. Feature gating: Plutio includes everything, Moxie gates key features

Moxie: Client portals, custom domains, automations, Zapier, Make, webhooks, API access, and QuickBooks integration are all restricted to the Pro plan ($25/month). The Starter plan ($12/month) has none of these.

Plutio: Plutio includes all of these starting at $19/month with no features gated behind higher tiers.

The proof: Moxie's pricing page shows Pro-only labels on client portal, custom domain, automations, and API features.

2. Automation scope: Full lifecycle vs sales-focused

Moxie: Automations trigger from pipeline stages, form submissions, and invoice events, but only on the Pro plan. There are no triggers for task completion, specific dates, or scheduled intervals, so post-sale automation is limited.

Plutio: Automations trigger on task completion, project status changes, form submissions, payments, deadlines, and client activity. Workflows span the entire client lifecycle on every plan.

The proof: Moxie's automation documentation lists pipeline, form, and invoice triggers with no task-level or date-based options.

3. Team scaling: Unlimited vs capped at 5

Moxie: The Teams plan ($40/month) supports up to 5 team members. There is no plan for larger teams.

Plutio: The Max plan supports unlimited team members with custom roles and per-task permissions. Agencies with 10, 20, or 50 team members do not need to change tools.

The proof: Moxie's pricing page lists "Up to 5 team members" as the Teams plan cap.

When Moxie might be the better choice

No tool fits every workflow. Moxie might work if:

You want a virtual business phone number. Moxie's Communicator includes a real phone number for calls and SMS (US, CA, UK) with call recording and voicemail. Plutio does not offer a phone line.
You work solo and the $12/month Starter plan covers your needs. If you do not need client portals, automations, or integrations, Moxie's Starter plan is $7/month cheaper than Plutio's Solo plan.
You prefer Plaid bank syncing for expenses. Moxie connects to your bank accounts through Plaid for automated expense tracking. Plutio tracks expenses manually or through accounting integrations, but does not have native Plaid bank syncing.
You already use Moxie and the 5-member cap does not affect you. Migrating has a cost, and if Moxie handles your workflow as a solo freelancer or small team, staying put avoids the disruption.

But if you need client portals and automations without upgrading to a higher plan, want a shared team inbox, need more than 5 team members, or need to control who sees which tasks, Plutio is the stronger choice.

Why they switched: real outcomes

What happens when freelancers switch to Plutio?

West 7th Design Studio reduced client support requests by 90% after switching. Clients got one branded portal to check progress instead of emailing for every update. The team stopped bouncing between separate tools for proposals, projects, and invoicing.

YazMarketing increased their sales pipeline by 80% after moving to Plutio. Connecting proposals to automatic project creation meant less manual handoff, faster client onboarding, and more capacity for new work. The team grew beyond 5 members without hitting a cap.

The common thread: centralizing client work into one tool freed up hours that used to go into coordination between separate apps.

Final verdict

Moxie and Plutio both promise an all-in-one freelancer platform. The difference shows up the moment you try to use portals, automations, or team features.

Moxie's strength is its $12/month Starter plan and the Communicator phone line for calls and SMS. For a freelancer working alone who does not need portals or automations, Moxie's entry price is the lowest on this page.

At comparable feature levels, Plutio ($19/month) includes more than Moxie Pro ($25/month) and costs $6/month less. The shared inbox and per-task permissions are features Moxie does not offer at any price.

The bottom line: Choose Moxie if you work solo, want a business phone number, and do not need portals or automations on the cheapest plan. Choose Plutio if you want all features from day one, need a shared inbox and detailed team permissions, and plan to grow beyond 5 members.

How to switch from Moxie to Plutio

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

Step 1: Export your Moxie data
Download clients, projects, and invoices using Moxie's export functionality or API. Export contracts as PDFs for your records. Use the Zapier connection to bulk-transfer data if needed.

Step 2: Import into Plutio
Upload CSVs to Plutio. The importer maps fields like Client Name, Email, and Project Status directly. Active projects and client history transfer without starting over.

Step 3: Set up your project templates
Create templates for your common project types with tasks, subtasks, dependencies, and automations. These templates auto-generate when proposals are signed, so every new client starts with your full workflow already in place.

Step 4: Configure your client portal
Set up your custom domain, add your branding, configure visibility settings, and connect your email through custom SMTP. When ready, invite clients to their new workspace at your domain.

Research & Sources

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

Pricing verification sources

Plutio: Official pricing, GetApp reviews
Moxie: Official pricing, Capterra profile

Feature verification

Verification methodology

For each feature in the comparison table:

We consult official product documentation
We verify with third-party sources (Capterra, Trustpilot)
We cross-reference with user reviews and video demonstrations
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 Moxie: full feature comparison for 2026

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

PRICING Collapse	Plutio 198/199	Moxie 84/199
Starting price	$19/month (Solo plan)	$12/month (Starter, $10/month annual)
Free plan	No free plan (14-day trial available)	No free plan (14-day trial)
Trial period	14-day free trial	14-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Moxie 84/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Projects with Table, Kanban, and Timeline views
Project roles and permissions	Control exactly who can view or edit each part of a project	4 project access levels (full, read-only, overview, hidden)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	Single board per project
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	Client portal access only (no public links)
Project stages and milestones	Define custom project lifecycles for different types of work	Custom task statuses (no formal milestones)
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals auto-convert to contracts and projects
Custom project data fields	Track, sort, filter, and report on custom project data	Custom fields on CRM objects (limited on tasks)
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban board view included
Table view	Bulk-edit tasks like a spreadsheet	Table view included
List view	Clean task lists with clear hierarchy	No dedicated list view (table view used instead)
Calendar view	See tasks and deadlines on a calendar	Homebase calendar with task dates
Gantt view	Plan work visually with task order and dependencies	Timeline view functions as Gantt chart
Subtasks	Break work down into multiple nested levels	Subtasks as checkboxes (single level, not nested)
Email to task	Turn emails into tasks without manual copying	No email-to-task conversion
Task comments	Keep discussions tied directly to each task	Comments and @mentions on tasks
Task attachments	Store files directly on the task they belong to	File attachments (50 MB limit per file)
Task priorities	Define priority levels that fit your workflow	No native priority levels
Task labels & color coding	Use unlimited labels to visually organize tasks	No native labels or color coding
Multiple task assignees	Assign tasks to one or multiple teammates	Single assignee per task only
Task templates	Reuse task-level structures across projects	Project templates with tasks included
Task permissions	Control access at the individual task level	4 access levels per project (not per task)
Task dependencies	Prevent work from starting out of order	Basic task dependencies (limited configuration options)
Recurring tasks	Automate repeating work with flexible schedules	Daily, weekly, monthly, yearly recurring tasks
Custom task data fields	Add task-level fields for tracking custom details	Custom fields on CRM objects (limited on tasks)
TIME TRACKING Collapse	Plutio 198/199	Moxie 84/199
Time tracking system	Easily track time using timers or manual entries	Start/stop timer and manual entry
Task-level tracking	Log time directly against tasks and subtasks	Track time by client, project, and task
Project-level tracking	See time spent per project and per client	Track time at project level
Billable time tracking	Clearly separate billable and non-billable time	Time tied to invoicing (no billable/non-billable toggle documented)
Billable time invoicing	Turn tracked time into invoices without extra steps	Auto-populate invoices from tracked hours
Timesheet reports	View detailed time reports by task, project, or client	Time views by project, client, and month (no exportable reports or filters)
Team timesheets	See how each team member tracks their time	Team time logging (no approval workflow)
PROPOSALS Collapse	Plutio 198/199	Moxie 84/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Drag-and-drop proposal builder
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	Drag-and-drop with templates
Reusable proposal templates	Reuse proven proposal layouts across clients	Pre-built professional templates
Real-time proposal analytics	See exactly when proposals are opened and reviewed	No view tracking or engagement analytics
Live messenger on proposals	Answer questions directly while clients review proposals	Client comments directly on proposals
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Auto-convert to contract and project on approval
Convert proposal to invoice	Create invoices directly from approved proposals	Auto-create invoice when agreement is signed
Packages and add-ons	Offer upsells and add-ons directly inside proposals	No interactive pricing tables or package selection
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	Basic merge fields (no dynamic data blocks)
Expiration dates	Automatically expire proposals after a set date	Expiration dates not confirmed in documentation
PDF Export	Download as branded PDFs	Contracts stored in client profile (no standalone PDF export documented)
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	E-signatures on proposals
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Merge fields for client and project info (no sortable custom data)
CONTRACTS Collapse	Plutio 198/199	Moxie 84/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Legally vetted contract templates
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Pre-built legal templates
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	E-signatures on contracts with audit trail
Multi-signature / signees	Collect signatures from multiple people on the same contract	Single signer per contract (no multi-party signing)
Reusable contract templates	Reuse contract structures to create new agreements faster	Pre-built legal templates
Auto-reminders automation	Automatically follow up until contracts are signed	Automatic follow-up reminders
Dynamic data/variables	Auto-fill contract content with client and project data	Merge fields for client data (no dynamic data blocks)
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Signed contracts trigger project creation and invoice generation
View notifications	See when contracts are opened and reviewed	Real-time tracking (sent, viewed, paid, overdue)
PDF download with signature certificate	Download signed contracts with official proof of signature	Signed contracts stored in client profile (no signature certificate)
Custom signer data fields	Collect structured signer information during signing	Standard signer fields (name and email only)
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Merge fields only (no sortable or filterable custom data)
INVOICES & PAYMENTS Collapse	Plutio 198/199	Moxie 84/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Customizable invoice templates with online payments
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Customizable templates
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Template-based editor (not drag-and-drop)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	Custom descriptions, quantities, and pricing per line
Item or invoice discounts	Apply discounts at the item or full invoice level	Basic discount support
Customizable taxes	Create tax rules that match your location and use case	Basic tax calculations (not full tax automation)
ACH payments	Accept bank transfers for lower-fee payments	Stripe, PayPal, and ACH
Stripe integration	Accept credit and debit cards instantly	Stripe integration included
Square integration	Collect in-person payments when needed	No Square integration
PayPal integration	Let clients pay using PayPal	PayPal integration included
Flexible partial payments	Collect deposits and split payments across milestones	Deposit requests (limited installment options)
Payment plans	Break invoices into scheduled installments	Recurring invoices (no milestone-based installment schedules)
Automated recurring invoices	Automatically send invoices on a recurring schedule	Recurring invoices with custom frequency
Subscription management	Manage ongoing client subscriptions and billing	Recurring invoices only (no subscription portal or client self-service)
Automated payment reminders	Follow up automatically until invoices are paid	Automatic follow-up reminders with late fees
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	Customizable templates
Multiple currency support	Bill clients globally in their local currency	81+ currencies supported
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Pipeline stage triggers only (Pro plan)
View notifications	See when invoices are opened and paid	Real-time tracking (sent, viewed, paid, overdue)
Built-in expense tracking	Track project-related costs alongside invoices	Expense tracking with receipt attachment and Plaid bank sync
Invoice deposits	Collect upfront payments before work starts	Deposit requests available
Auto-invoice billable time	Turn tracked time into invoices automatically	Auto-populate invoices from tracked hours
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	Moxie 84/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Communicator with email, SMS, and phone in one view (Pro plan)
Full email integration	Connect and manage all your email accounts in one place	Two-way email sync via Communicator (Pro plan)
Embeddable live chat	Add real-time chat to your website and client portals	No embeddable live chat
Instant direct messages	Message teammates privately without leaving your workspace	Direct messages via Communicator
Contextual project conversations	Keep conversations tied directly to the project they belong to	Full conversation history in Communicator
Team channels	Create shared spaces for team-wide discussions	No team channel system
Customized channels	Organize channels by team, topic, or workflow	No channel system
@mentions	Notify teammates instantly inside conversations	@mentions supported in task comments
Message read receipts	See when messages are read	Conversation history tracked (no read receipts)
File sharing in chat	Share files directly inside conversations	50 MB attachments or external links (no native file storage)
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	iOS and Android apps
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies sync to Communicator threads
FILES Collapse	Plutio 198/199	Moxie 84/199
Store and manage files	Keep all client and project files in one organized place	File attachments on tasks (50 MB limit, no file manager)
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	4 project access levels apply to files
People folders	Group files by person when needed	No person-based file organization
Project folders	Keep files scoped to each project	Files organized within projects
In-app previews	Preview files instantly without downloading	Basic file previews within tasks
Custom file data fields	Capture file metadata you can sort and filter	No custom file metadata fields
Built-in documents	Create and edit documents directly inside Plutio	Proposal and contract documents only
Comments on files and docs	Leave comments directly on files and documents	Comments and @mentions on tasks
Bulk file actions	Move, tag, or manage many files at once	No bulk file operations
Files search & filter	Find files quickly using search and filters	Search within project context
External cloud sync	Sync files with Google Drive or Dropbox	No native cloud storage sync
Secure sharing controls	Restrict access with permissions or passwords	4 project access levels control file visibility
File sharing links	Share files externally with controlled access	Share via task attachments or external links only
SCHEDULING Collapse	Plutio 198/199	Moxie 84/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Embeddable booking page with calendar sync
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Customizable booking page with branding
Advanced availability management	Define flexible availability rules applied automatically to bookings	Custom availability windows with calendar blocking
Automatic buffer times	Add buffer time automatically between meetings	Configurable buffer between meetings
Multiple meeting types	Create unlimited booking types with different rules and setups	Multiple meeting types with unique settings
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Google, Outlook, iCloud, CalDAV
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Automated confirmations and reminders
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	Customizable confirmation pages
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Automated reminders and confirmations
Smart meeting reminders	Send automatic reminders without manual follow-ups	Automated meeting reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	Calendar sync handles timezones (no explicit detection documented)
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Require payment before meeting is booked
Custom booking forms	Build booking forms with full control over questions and layout	Custom intake forms on meeting types
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	Booking limits not confirmed in documentation
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Clients can reschedule or cancel bookings
AUTOMATION Collapse	Plutio 198/199	Moxie 84/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Visual workflow builder (Pro plan only)
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	Pipeline, form submission, and invoice triggers (Pro plan only)
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	No independent time-based triggers
Multi-step workflows	Chain multiple actions into one continuous automation	Multi-step sequences with branching
True/False branching	Create conditional paths instead of one-size-fits-all flows	Decision widget with AND/OR logic
Delay-based actions	Add precise timing between steps, down to minutes or days	Wait For conditions only (no timed delays)
Create & update records	Create, update, or move records automatically across the system	Create projects, send invoices, send agreements
Move & duplicate records	Reorganize work automatically without manual cleanup	Change pipeline stage only (no move/duplicate/archive)
Delete & archive records	Automatically archive or remove records based on rules	No auto-delete or archive rules
API calls (webhooks)	Trigger or receive real-time events from external systems	Webhook events (Pro plan only)
Send emails	Send automated emails tied to real workflow events	Send email from templates with tokens
Post comments	Add notes or comments automatically where work happens	No auto-comment action
Complete automation logs	See exactly what ran, when, and why	No automation activity logs
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Basic token replacement in emails and agreements
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Pipeline-triggered only (limited cross-entity scope)
FORMS Collapse	Plutio 198/199	Moxie 84/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Unlimited form creation with templates
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Form builder with reusable templates
Reusable form templates	Reuse form structures without rebuilding from scratch	Reusable form templates
Custom form data fields	Collect structured data you can sort, filter, and report on	Custom fields (text, select, radio, checkbox)
Smart conditional logic	Show or hide fields based on responses, not static forms	Conditional show/hide fields with AND/OR logic
Instant email notifications	Get notified immediately when forms are submitted	Auto-responses on submission
Form automation triggers	Trigger automated workflows when a form is submitted	Form submissions can feed into automations (Pro plan)
Embed forms	Embed forms anywhere without layout restrictions	Embeddable on websites
Advanced field preferences	Control required, hidden, and default field behavior	Basic field types only
Comprehensive field types	Collect text, files, dates, selections, and more	Text, select, radio, checkbox (no regex or conditional validation)
Form signature field	Collect legally binding signatures directly inside forms	E-signatures via contract documents
File upload fields	Accept file uploads as part of form submissions	File attachments (50 MB limit)
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Custom redirect after form submission
CRM Collapse	Plutio 198/199	Moxie 84/199
Manage clients and leads	Manage contacts and companies in one connected system	Client profiles with lifetime earnings and sales pipeline
Full company management	Track organizations, not just individual contacts	Client records (no separate company entities)
Custom contact data fields	Collect and manage structured contact data you define	Custom fields on CRM objects
Complete activity timeline	See every interaction with a client in one place	Historical data per client (not a formal timeline)
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Prospect vs Client record types (no tags)
WIKI Collapse	Plutio 198/199	Moxie 84/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	No wiki or knowledge base
Beautiful rich text pages	Write structured, formatted content without complexity	No rich text wiki pages
Unlimited nested pages	Build deep knowledge hierarchies without limits	No nested documentation
Granular page permissions	Control exactly who can view or edit each page	No wiki permissions
DASHBOARDS Collapse	Plutio 198/199	Moxie 84/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Homebase dashboard (not fully customizable)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	No drag-and-drop dashboard builder
Charts widget	Visualize data with customizable charts	Basic pipeline and revenue charts
Metrics widget	Track key numbers without manual reporting	Revenue and time metrics (no custom KPIs)
Goals widget	Monitor progress toward defined goals	No goal tracking
Notes widget	Add contextual notes directly to dashboards	No notes widget on dashboard
Calendar widget	View upcoming events alongside work and metrics	Calendar widget on homebase
Financial widgets	Track revenue and expenses in the same view	Basic financial overview
BRANDING Collapse	Plutio 198/199	Moxie 84/199
White-label and branding	Run the entire platform under your brand	White-label on Pro plan ($25/month) only
Custom interface theme	Apply your brand colors across the system	Logo, colors, fonts on client portal (Pro plan)
Stylesheet customization	Fine-tune styling beyond basic theming	No custom CSS
Custom login/signup pages	Use branded authentication pages instead of generic screens	Branded portal welcome page (Pro plan)
Email branding	Send all system emails with your branding	No custom SMTP
Custom brand fonts	Use your own fonts throughout the platform	Custom fonts and logo on portal (Pro plan)
Custom brand logos	Replace all platform logos with your own	Custom fonts and logo on portal (Pro plan)
Custom domain name	Run everything on your own domain	Custom domain via CNAME (Pro plan only)
Custom email SMTP	Send emails from your own email infrastructure	SMTP configuration for sending from your own email address
Full workspace embedding	Embed Plutio directly into your website or product	No workspace embedding
CUSTOMIZATION Collapse	Plutio 198/199	Moxie 84/199
Flexible workspace setup	Shape the platform to match how your business works	Workspace configuration included
Main menu editor	Add, remove, or reorder navigation items freely	Toggleable portal modules (not full menu editor)
User-based menus	Show different navigation for different roles	No user-based menu customization
Custom user roles	Create role types beyond preset permissions	Fixed roles only (no custom role creation)
Advanced user permissions	Control access at a granular level	No granular per-task permissions
SSO / OAuth	Support enterprise-grade single sign-on	No SSO or OAuth
INTEGRATIONS Collapse	Plutio 198/199	Moxie 84/199
Connect with other tools	Integrate with external systems without lock-in	Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid
Zapier integration	Connect to thousands of apps without custom code	Zapier integration (Pro plan only)
Make.com integration	Build advanced automation scenarios visually	Make.com integration (Pro plan only)
Pabbly Connect	Connect services without usage-based limits	Pabbly Connect integration (Pro plan only)
Full REST API access	Build custom integrations with full system access	Public API with 29 endpoints (Pro plan only)
Incoming & outgoing webhooks	Send and receive real-time events	Webhook events (Pro plan only)
PLATFORM Collapse	Plutio 198/199	Moxie 84/199
Mobile apps	Access your business from native mobile apps	iOS and Android apps
iOS app	Full-featured iPhone app	iOS app available
Android app	Full-featured Android app	Android app available
Mac desktop app	Native macOS app for desktop workflows	No Mac desktop app
Windows desktop app	Native Windows app for desktop workflows	No Windows desktop app

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Plutio vs Moxie FAQ: common questions answered

Is Plutio better than Moxie?

Both cover proposals, contracts, invoicing, time tracking, and project management on paper. The difference is what works as marketed: Moxie gates portals, automations, and integrations behind the $25/month Pro plan, and reviewers flag reliability issues with tasks and invoice reminders. Plutio includes portals, automations, a team inbox, custom roles, and unlimited team members starting at $19/month, with everything connected from proposal to final invoice.

Can Plutio replace Moxie?

Yes. Plutio includes proposals, contracts, e-signatures, invoices, payments, time tracking, project management, client portals, and automations. You can import clients and invoices from Moxie via CSV and continue without starting over. The only Moxie feature Plutio does not replicate is the Communicator virtual phone line.

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.

Does Moxie have a client portal?

Yes, but only on the Pro plan ($25/month) and above. The Starter plan ($12/month) has no client portal. On Pro, clients access a white-labeled portal with your logo, colors, and custom domain to view projects, invoices, agreements, and meetings.

Does Moxie have automation?

Yes, but only on the Pro plan ($25/month). Moxie automations trigger from pipeline stages, form submissions, and invoice events. There are no triggers for task completion, specific dates, or scheduled intervals. Plutio automations cover the full client lifecycle, including task, date, and payment triggers, starting at $19/month.

How much does Plutio cost compared to Moxie?

Moxie starts at $12/month (Starter) or $25/month (Pro) for full features. Plutio starts at $19/month (Solo) with all features included. At comparable feature levels (client portal, automation, custom domain), Plutio at $19/month is $6/month less than Moxie Pro at $25/month.

Can I white-label Plutio with my own branding?

Plutio offers complete white-labeling including custom domains, branded login pages, your logo and colors throughout, custom email templates with your SMTP, and CSS customization. Clients see your brand, not Plutio.

Is Moxie or Plutio better for agencies?

Plutio handles agencies with task-level access control, custom roles, multi-workspace support, and unlimited team members. Moxie caps at 5 members on the Teams plan with no way to customize who sees what. For agencies adding team members, Plutio keeps up without hitting limits.

Can I import data from Moxie into Plutio?

Yes. Export clients, projects, and invoices from Moxie as CSV files or use the API and import them into Plutio. The migration maintains your client history and billing records. Plutio support can help with complex migrations.

Does Moxie have a Gantt chart?

Yes. Moxie includes a Timeline view that functions as a Gantt chart with drag-and-drop to adjust task duration. Moxie also has Table and Kanban views. Plutio has five views: Kanban, Gantt, List, Table, and Calendar, with formal task dependencies and visual dependency links.

Does Moxie have a unified inbox?

Moxie has Communicator (Pro plan), which syncs work emails, provides a virtual phone number, and handles SMS. But it is a personal tool, not a shared team inbox. Plutio has a multi-email unified inbox where client emails auto-sort into conversation threads and the whole team can manage communications from one place.

What integrations does Plutio support?

Plutio connects to 5,000+ apps through Zapier, including Google Calendar, Stripe, PayPal, Square, QuickBooks, Xero, Slack, and more. Plutio also has a REST API for custom integrations and native calendar, payment, and email integrations.

Does Plutio have a mobile app?

Plutio has native iOS and Android apps that let you manage projects, communicate with clients, track time, and send invoices from your phone. The mobile apps sync in real-time with the web platform.

Is my data safe with Plutio?

Yes. Your data is private, encrypted, and never used to train AI models. Plutio uses SSL encryption, regular backups, and GDPR compliance to protect your data. You can export your data at any time.

Does Moxie have team permissions?

Moxie has 4 project access levels (full collaboration, read-only, overview, hidden) but no custom role creation, no task-level access control, and no contractor-specific permissions. Plutio lets you build custom roles that control access at the project, task, and document level.

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 ships updates regularly, with recent additions like Super Work AI for automating client workflows and the Canvas visual workspace.

Does Moxie support Zapier?

Yes, but only on the Pro plan. Moxie also supports Make, Pabbly Connect, webhooks, and a public API with 29 endpoints, all restricted to Pro. On the Starter plan, the only integrations are calendar sync and payment processors.

Why do freelancers switch from Moxie to Plutio?

Most switch for three reasons: they hit reliability issues like tasks disappearing and invoice reminders breaking after updates, they want portals and automations without paying for the Pro plan, or their team is growing past the 5-member cap and they need control over who sees what.

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