| | $19/month (Start plan, $15/month annual) |
| No free plan (14-day trial available) | No free plan (14-day trial) |
| | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Flexible project management with multiple modules |
Project roles and permissions | Control exactly who can view or edit each part of a project | You can control project access using roles and permission rules |
| Unlimited boards to run parallel workflows in the same project | You can create multiple boards, but each must be configured manually |
Embeddable project boards | Live project boards embedded into client portals or websites | You cannot embed live project boards externally |
| Read-only public links for sharing progress without risk | You can share projects using permission-based access |
Project stages and milestones | Define custom project lifecycles for different types of work | You can define stages and milestones per project |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Modules are separate but can be linked manually |
Custom project data fields | Track, sort, filter, and report on custom project data | |
| Drag-and-drop tasks across customizable columns | You can view and manage tasks in Kanban boards |
| Bulk-edit tasks like a spreadsheet | You can view records in tables, but columns and behavior are rigid |
| Clean task lists with clear hierarchy | You can manage tasks in a standard list view |
| See tasks and deadlines on a calendar | You can see tasks and deadlines on a calendar |
| Plan work visually with task order and dependencies | No native Gantt chart view |
| Break work down into multiple nested levels | You can break tasks into subtasks |
| Turn emails into tasks without manual copying | |
| Keep discussions tied directly to each task | You can comment directly on tasks |
| Store files directly on the task they belong to | You can attach files directly to tasks |
| Define priority levels that fit your workflow | You can assign priorities to tasks |
Task labels & color coding | Use unlimited labels to visually organize tasks | You can label and color-code tasks |
| Assign tasks to one or multiple teammates | You can assign multiple people, but coordination is manual |
| Reuse task-level structures across projects | You can reuse task templates |
| Control access at the individual task level | Permissions are controlled by roles, not per-task rules |
| Prevent work from starting out of order | Task dependencies require Pinnacle plan ($99/month) |
| Automate repeating work with flexible schedules | You can create recurring tasks |
| Add task-level fields for tracking custom details | |
| Easily track time using timers or manual entries | You can track time using timers or manual entry |
| Log time directly against tasks and subtasks | You can track time directly on tasks |
| See time spent per project and per client | You can track total time per project |
| Clearly separate billable and non-billable time | You must manually define what counts as billable |
| Turn tracked time into invoices without extra steps | Tracked time can be invoiced with manual confirmation |
| View detailed time reports by task, project, or client | You can generate detailed time reports |
| See how each team member tracks their time | You can view time logs per team member |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Proposals with line items and attachments |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | You can edit proposals visually, but layout control is complex |
Reusable proposal templates | Reuse proven proposal layouts across clients | You can use prebuilt proposal templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | You can see status changes, not detailed viewing analytics |
Live messenger on proposals | Answer questions directly while clients review proposals | You cannot message clients inside proposals |
| Move from proposal to contract, invoice, or booking automatically | Limited proposal-to-booking flow |
Convert proposal to invoice | Create invoices directly from approved proposals | You can convert proposals to invoices with manual steps |
| Offer upsells and add-ons directly inside proposals | You can create packages using configuration rules |
Interactive pricing tables | Let clients choose options before approving | Pricing tables exist but do not update dynamically |
Dynamic data and variables | Auto-fill proposal content with client and project data | You can use variables to auto-fill proposal content |
| Automatically expire proposals after a set date | You can set proposal expiration dates |
| | You can download proposals as PDFs |
| Create reusable proposal sections you can reuse on demand | You can reuse content via templates, not blocks |
Legally binding e-signatures | Collect secure electronic signatures on proposals | Clients can sign proposals online |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | Custom fields available with configuration |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | Contracts use structured templates, not free-form builders |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | Contracts support legally binding signatures |
Multi-signature / signees | Collect signatures from multiple people on the same contract | You can add multiple signers to contracts |
Reusable contract templates | Reuse contract structures to create new agreements faster | You can use predefined contract templates |
Auto-reminders automation | Automatically follow up until contracts are signed | Signing reminders send automatically |
| Auto-fill contract content with client and project data | Variables auto-fill contract fields |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Contracts can trigger workflows only if configured |
| See when contracts are opened and reviewed | You receive notifications when contracts are viewed or signed |
PDF download with signature certificate | Download signed contracts with official proof of signature | Signed contracts can be downloaded with certificates |
Custom signer data fields | Collect structured signer information during signing | Signer fields are configurable with limits |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Custom fields available with configuration |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Full invoicing with payment tracking |
| Match invoices to your brand with custom logos, colors, and layout | Invoices support logos, colors, and branding |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Visual builder but complex setup |
| Edit pricing, quantities, descriptions, and structure freely | You can edit invoice line items |
Item or invoice discounts | Apply discounts at the item or full invoice level | You can apply discounts to invoices |
| Create tax rules that match your location and use case | You can configure tax rates |
| Accept bank transfers for lower-fee payments | You can accept bank payments |
| Accept credit and debit cards instantly | You can accept payments through Stripe |
| Collect in-person payments when needed | You cannot accept payments via Square |
| Let clients pay using PayPal | You can accept payments via PayPal |
Flexible partial payments | Collect deposits and split payments across milestones | You can accept partial payments |
| Break invoices into scheduled installments | You can split invoices into installments |
Automated recurring invoices | Automatically send invoices on a recurring schedule | You can schedule recurring invoices |
| Manage ongoing client subscriptions and billing | Subscriptions can be managed with setup |
Automated payment reminders | Follow up automatically until invoices are paid | Payment reminders send automatically |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | You can reuse invoice templates |
Multiple currency support | Bill clients globally in their local currency | You can invoice in multiple currencies with account limits |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Contracts can trigger workflows only if configured |
| See when invoices are opened and paid | You receive notifications when contracts are viewed or signed |
Built-in expense tracking | Track project-related costs alongside invoices | |
| Collect upfront payments before work starts | You can request invoice deposits |
Auto-invoice billable time | Turn tracked time into invoices automatically | Time can be invoiced with manual confirmation |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Custom fields available with configuration |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Messages are grouped by module, not unified |
| Connect and manage all your email accounts in one place | You can sync external email accounts |
| Add real-time chat to your website and client portals | Live chat is available via portal widgets |
| Message teammates privately without leaving your workspace | Direct messages exist with limits |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Context depends on where the message was sent |
| Create shared spaces for team-wide discussions | You cannot create team chat channels |
| Organize channels by team, topic, or workflow | |
| Notify teammates instantly inside conversations | @mentions work in specific areas only |
| See when messages are read | Read receipts are not consistently visible |
| Share files directly inside conversations | Files are attached to records, not chat threads |
| Collaborate on incoming emails as a team | Limited team email sharing |
| Access and respond to messages on mobile | Mobile app has limited inbox features |
| Reply from your email client and keep conversations synced | Limited email reply support |
| Keep all client and project files in one organized place | You can store and manage files centrally |
Advanced folder organization | Organize files by project, client, or structure you choose | Project-based file sections |
| Control who can view or edit folders | |
| Group files by person when needed | Files are project-attached only |
| Keep files scoped to each project | Project-based file sections |
| Preview files instantly without downloading | Preview via project files |
| Capture file metadata you can sort and filter | You can add custom fields across modules |
| Create and edit documents directly inside Plutio | |
Comments on files and docs | Leave comments directly on files and documents | Comments on project files |
| Move, tag, or manage many files at once | |
| Find files quickly using search and filters | Search within project files |
| Sync files with Google Drive or Dropbox | |
| Restrict access with permissions or passwords | Role-based sharing controls |
| Share files externally with controlled access | Project-based sharing only |
| Let clients book meetings directly without back-and-forth emails | Scheduler with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Booking pages support custom branding |
Advanced availability management | Define flexible availability rules applied automatically to bookings | You can define availability rules |
| Add buffer time automatically between meetings | You can add buffer times to bookings |
| Create unlimited booking types with different rules and setups | You can offer multiple booking types |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Confirmation messages have limited customization |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | Redirects require workflow configuration |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Contracts can trigger workflows only if configured |
| Send automatic reminders without manual follow-ups | Meeting reminders send automatically |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Timezones adjust automatically |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | Payments via integrations only |
| Build booking forms with full control over questions and layout | You can customize booking forms |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | You can set booking limits |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Clients can reschedule or cancel bookings |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Workflow automation with triggers |
| Start workflows from real events across projects, clients, and payments | You can build trigger-based workflows |
| Run workflows on schedules you control, not fixed intervals | Workflows can run on schedules |
| Chain multiple actions into one continuous automation | You can chain multiple automation steps |
| Create conditional paths instead of one-size-fits-all flows | Conditional logic is supported |
| Add precise timing between steps, down to minutes or days | |
| Create, update, or move records automatically across the system | Records can be created automatically with setup |
| Reorganize work automatically without manual cleanup | Records can be duplicated automatically |
| Automatically archive or remove records based on rules | Deletion requires safeguards and rules |
| Trigger or receive real-time events from external systems | You can trigger API calls and webhooks |
| Send automated emails tied to real workflow events | Emails can be sent automatically |
| Add notes or comments automatically where work happens | Comments can be posted via workflows |
| See exactly what ran, when, and why | Automation activity is logged |
| Pass data between steps dynamically without manual mapping | Variables work across automation |
| Run workflows that span projects, tasks, proposals, invoices, and more | Actions can trigger across modules |
| Build fully branded forms that match your workflow and client experience | Form builder with file uploads |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Contracts use structured templates, not free-form builders |
| Reuse form structures without rebuilding from scratch | You can reuse form templates |
| Collect structured data you can sort, filter, and report on | You can add custom fields across modules |
| Show or hide fields based on responses, not static forms | Fields can change based on answers |
Instant email notifications | Get notified immediately when forms are submitted | Notifications can send on submission |
| Trigger automated workflows when a form is submitted | Contracts can trigger workflows only if configured |
| Embed forms anywhere without layout restrictions | Forms can be embedded on websites |
Advanced field preferences | Control required, hidden, and default field behavior | Field behavior options are limited |
Comprehensive field types | Collect text, files, dates, selections, and more | Most common field types are available |
| Collect legally binding signatures directly inside forms | Forms can include signatures |
| Accept file uploads as part of form submissions | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | Redirects after submission are supported |
| Manage contacts and companies in one connected system | Full CRM with lead portals |
| Track organizations, not just individual contacts | You can group contacts into companies |
Custom contact data fields | Collect and manage structured contact data you define | CRM fields are customizable |
Complete activity timeline | See every interaction with a client in one place | Activity history exists across modules |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Contacts can be tagged and segmented |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | You can create internal knowledge bases |
Beautiful rich text pages | Write structured, formatted content without complexity | |
| Build deep knowledge hierarchies without limits | |
Granular page permissions | Control exactly who can view or edit each page | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | Widget-based, no drag-drop |
| Visualize data with customizable charts | |
| Track key numbers without manual reporting | |
| Monitor progress toward defined goals | |
| Add contextual notes directly to dashboards | |
| View upcoming events alongside work and metrics | Limited calendar integration |
| Track revenue and expenses in the same view | |
| Run the entire platform under your brand | Full white-label with custom domains |
| Apply your brand colors across the system | UI theme options are limited |
| Fine-tune styling beyond basic theming | Custom CSS is supported with constraints |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Login and signup pages can be customized |
| Send all system emails with your branding | |
| Use your own fonts throughout the platform | Font selection is limited |
| Replace all platform logos with your own | |
| Run everything on your own domain | |
| Send emails from your own email infrastructure | |
| Embed Plutio directly into your website or product | |
| Shape the platform to match how your business works | |
| Add, remove, or reorder navigation items freely | Navigation can be rearranged with setup |
| Show different navigation for different roles | Menus depend on assigned roles |
| Create role types beyond preset permissions | You can define custom roles |
Advanced user permissions | Control access at a granular level | Permissions can be configured in detail |
| Support enterprise-grade single sign-on | SSO is available on higher plans |
| Integrate with external systems without lock-in | Native integrations via API |
| Connect to thousands of apps without custom code | Zapier can connect to SuiteDash |
| Build advanced automation scenarios visually | Make can connect to SuiteDash |
| Connect services without usage-based limits | Pabbly can connect using API |
| Build custom integrations with full system access | You can access a REST API |
Incoming & outgoing webhooks | Send and receive real-time events | |
| Access your business from native mobile apps | Mobile-responsive, no native apps |
| | Mobile app exists with limited functionality |
| Full-featured Android app | Android app exists with limited functionality |
| Native macOS app for desktop workflows | No native Mac desktop app exists |
| Native Windows app for desktop workflows | No native Windows desktop app exists |