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Plutio vs SuiteDash: Complete Comparison (2026)

SuiteDash promises extensive customization, but you spend weeks configuring before doing any client work. White-label mobile apps, custom menus, granular permissions. But the interface takes weeks to set up, there's no native Gantt charts, and messages scatter across modules. So you're stuck in settings instead of delivering.

Plutio covers the same ground with a modern interface that works day one: CRM, projects, invoicing, client portals, and white-labeling, all connected so proposals create projects automatically and clients log in at your domain. Try Plutio free and see how much simpler client work gets when everything connects.

Last updated February 2026

Try Plutio free
Winner
9out of 10
Branding
Projects
Billing
UX
Feature Set
7.5out of 10
Branding
Projects
Billing
UX
Feature Set

Quick comparison (TLDR)

SuiteDash is an all-in-one business management platform focused on white-label client portals and extensive customization. CRM, projects, invoicing, file management, and automation are all included. You can even publish branded mobile apps to the app stores. But the interface feels dated, the learning curve is steep, and users report spending weeks just configuring the basics before they can work with clients.

Plutio is an all-in-one platform built for freelancers and agencies who want modern design with fast onboarding. Projects include Kanban boards, Gantt charts, and task dependencies. Proposals convert to projects automatically when signed. Client portals are fully white-labeled with custom domains. You get productive on day one instead of spending weeks in settings.

Key differences at a glance

  • User experience: Plutio has a modern, clean interface designed for quick onboarding. SuiteDash has more configuration options but users consistently report a steep learning curve, with new team members taking 1-2 weeks to get comfortable.
  • Project views: Plutio offers Kanban boards, Gantt charts, list, table, and calendar views out of the box. SuiteDash has project management but no native Gantt charts, so you cannot see task dependencies and timelines at a glance.
  • Unified inbox: Plutio has a unified inbox where all client emails auto-sort into their conversation threads. SuiteDash messaging is scattered across modules, so you check multiple places to find what a client said.
  • Proposal to project: Plutio creates projects automatically when proposals are signed, with tasks mapped from your template. SuiteDash requires more manual setup to connect proposals to project creation.
  • Mobile apps: SuiteDash offers branded mobile apps that appear in app stores under your company name. Plutio has native iOS and Android apps but does not offer white-label app store publishing.
  • Pricing model: Both start at $19/month. SuiteDash occasionally offers lifetime deals. Plutio uses subscription pricing with continuous updates and support.

The bottom line: SuiteDash covers teams that need white-label mobile apps in the app stores and are willing to invest weeks learning the platform. Plutio includes a modern all-in-one that gets you productive immediately with Gantt charts, unified inbox, and client portals that work from day one.

Project and task management

You book a multi-month project with dozens of tasks across several phases. Can you see how everything connects on a timeline? Or are you scrolling through lists hoping nothing is missing?

SuiteDash

Project management with multiple modules. SuiteDash handles projects through separate modules that you configure and connect manually. You can create task lists, set due dates, and assign team members. SuiteDash is capable but requires significant setup time. SuiteDash has no native Gantt chart view, so you cannot visualize task dependencies or see how delays cascade through your timeline. When projects get complex, you end up managing them in spreadsheets or separate tools.


  • Task lists with due dates
  • Multiple project boards (manual setup)
  • Task dependencies
  • Subtasks and nesting
  • No native Gantt chart view
  • Complex configuration required
  • Steep learning curve

VS

Plutio

See your work however makes sense to you. Some people think in Kanban boards where cards move through stages. Others need a Gantt chart to see how tasks connect across weeks. Plutio gives you five different views of the same project, and you switch between them based on what you are doing. When a project spans months with dozens of deliverables, you nest subtasks under each milestone, link dependent tasks so deadlines shift together automatically, and create templates that rebuild the whole structure for each new client.


  • 5 views: Kanban, Gantt, List, Table, Calendar
  • 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
  • File attachments on tasks

Time tracking and billing

A client questions an invoice line item. Can you show them exactly what that time was spent on, broken down by task? When time connects to tasks, billing disputes disappear.

SuiteDash

Time tracking with manual configuration. SuiteDash includes time tracking with timers and manual entry. You can track time against projects and convert tracked hours to invoices. SuiteDash works but requires setup to define what counts as billable and how it connects to invoicing. Time logs are project-level, so showing a client exactly which tasks consumed their hours requires extra work.


  • Time tracking with timers
  • Manual entry option
  • Project-level tracking
  • Time to invoice conversion
  • Billable hours require manual definition
  • Complex setup process

VS

Plutio

Time connects to tasks and invoices. You click a button on any task and the timer starts. When you stop, that time is already attached to the task, the project, and the client. At week end, you pull up your time logs and generate an invoice with one click. Every hour is already there, broken down exactly how you tracked it. When a client asks why something took eight hours, you show them the specific tasks. You set different rates for different clients or work types. Your team's time shows up in one place where you approve it before billing.


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

Client visibility and communication

Clients email for updates because they have nowhere to check progress themselves. A portal changes that.

SuiteDash

Full white-label client portals. This is where SuiteDash differentiates itself. You can create fully branded client portals with custom domains. You can even publish mobile apps to the app stores under your company name. Clients log into what looks like your own custom platform. The customization depth is notable for agencies who want to resell the platform as their own.

The trade-off is complexity. Setting up the portal takes significant time, and clients sometimes struggle to navigate the interface. The learning curve affects both you and your clients.


  • Custom domain support
  • White-label mobile apps (app store publishing)
  • Visual customization
  • Role-based client access
  • Complex setup process
  • Dated interface design
  • Steep client learning curve

VS

Plutio

Your clients get their own branded space. When a client logs in, they go to your domain (like clients.yourcompany.com), not some third-party URL. The portal shows their tasks, files, deadlines, and messages all in one place. They check progress whenever they want. When you finish a deliverable, they approve it right there. When they need to upload assets, they do it in the same place. You control what they see, so your internal workflow stays private. The interface is clean and clients understand what to do without training.


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

Client communication and inbox

A client emails you a project change. Your team member asks about the deadline. A partner sends updated assets. Without a central place, you check three apps and still miss something urgent.

SuiteDash

Messaging across separate modules. SuiteDash has messaging functionality, email sync, and portal widgets for live chat. You can communicate with clients inside the platform. But messages live in separate modules rather than a unified inbox. When a client messages you about a project, you might find it in one place. When they email, you find it somewhere else. There is no shared team inbox where everyone sees client communications, so when you are away, team members hunt for context.


  • Email sync with external accounts
  • Portal live chat widgets
  • Direct messaging
  • Messages scattered across modules
  • No unified inbox
  • No team channels
  • No shared team inbox
  • Limited mobile inbox

VS

Plutio

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


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

Customization and automation

SuiteDash offers maximum configurability with workflow automation. The question is how much time you spend setting it up versus actually working with clients.

SuiteDash

Configurable setup with capable automation. SuiteDash lets you customize nearly every aspect of the platform: menus, permissions, modules, workflows, portals, mobile apps. The workflow automation system runs on events (form submissions, record changes, scheduled times) with multi-step sequences and conditions. For agencies who want to resell a fully branded platform, this depth is valuable.

The cost is time. Users consistently report spending weeks setting up the basics. Building automations means learning another complex module. The interface looks dated compared to modern tools. New team members take 1-2 weeks to become productive.


  • Full menu and module customization
  • Event-based workflow automation
  • Multi-step sequences with conditions
  • White-label mobile apps
  • Dated interface design
  • 1-2 week team onboarding
  • Complex setup for automation

VS

Plutio

Customization and automation without the marathon. You sign up and start working the same day. When a lead fills out your inquiry form, Plutio can automatically create a project, populate it from a template, send a proposal, schedule a follow-up task, and notify your team. When a proposal is signed, the project moves to active, the first invoice is scheduled, and onboarding tasks are assigned.

The automation builder is visual and requires no coding. You drag in events (form submission, payment received, task completed), add conditions, and chain actions. You still get white-label branding, custom domains, custom fields, and role-based permissions. But defaults work out of the box.


  • Productive on day one
  • Visual drag-and-drop automation builder
  • Start on project, task, payment, or form events
  • Conditional logic branching
  • White-label branding and custom domains
  • Custom CSS for full styling
  • Role-based permissions
  • Project templates with auto-task creation

Team and agency scaling

You hire your first contractor. Can they see their assigned tasks without accessing client financials? When permissions work, growth does not mean chaos.

SuiteDash

Granular role-based permissions. SuiteDash has extensive permission controls. You can define custom roles with specific access to modules, menus, and data. SuiteDash handles complex multi-level permission scenarios.

Setting up these permissions takes time. You configure access rules per module, per role, sometimes per record. For agencies who need that control, the investment makes sense. For smaller teams, the configuration overhead can outweigh the benefits.


  • Custom role creation
  • Granular permission rules
  • Module-level access control
  • SSO on higher plans
  • Complex permission setup
  • Time-consuming configuration

VS

Plutio

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


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

White-label branding and customization

Your clients should see YOUR brand everywhere. Not your software vendor's logo. When clients log in, book meetings, receive invoices, and check progress, every touchpoint should reinforce your brand.

SuiteDash

Industry-leading white-labeling depth. This is where SuiteDash truly covers well. You can publish custom mobile apps to the app stores under your company name. Control every visual element. Run what feels like your own branded SaaS product. For agencies who want to resell a branded platform or present themselves as a technology company, SuiteDash goes further than most alternatives.


  • Custom mobile apps in app stores
  • Custom domain support
  • Visual customization
  • Branded login pages
  • Email branding
  • Limited UI theme options
  • Custom CSS with constraints

VS

Plutio

Your clients see your brand everywhere. When a client logs in, they go to your domain (like clients.yourcompany.com). The login page has your logo and colors. The interface matches your brand. Emails come from your domain because you connect your own email server. If you want to embed the entire client workspace into your own website, you can. You can even write custom CSS for complete styling control. Your clients never see 'Powered by Plutio' anywhere.


  • Custom domain (clients see yourcompany.com)
  • Full white-label (remove all Plutio branding)
  • Custom interface theme (your brand colors everywhere)
  • Branded login and signup pages
  • Custom SMTP (emails from your domain)
  • Full workspace embedding into your site
  • Custom CSS for complete styling control
  • Custom logo throughout the platform

Invoicing, billing, and subscriptions

Getting paid means invoices, recurring billing, and payment tracking that works without constant manual effort.

SuiteDash

Full invoicing with payment tracking. SuiteDash includes invoicing with multiple payment gateways: Stripe, PayPal, and bank payments. You can create recurring invoices, set up payment plans, and track expenses. The invoicing system is complete. Like other SuiteDash modules, the visual builder is capable but complex to configure.


  • Full invoicing system
  • Stripe and PayPal integration
  • Bank payment support
  • Recurring invoices
  • Payment plans
  • Expense tracking
  • No Square integration
  • Complex visual builder

VS

Plutio

Billing that works like you are running a real business. You open the invoice builder and drag elements where you want them. Logo here, line items there, payment terms at the bottom. The result looks like something you designed, not a template you filled in. When you have retainer clients, you set up subscriptions that charge them automatically every month. When someone needs to pay in installments, you split the invoice and schedule the charges. All your payment processors connect: Stripe, Square, PayPal, bank transfers.


  • Drag-and-drop invoice builder (visual design)
  • Subscription management (auto-billing)
  • Recurring invoices on schedule
  • Payment plans with installments
  • Multiple gateways: Stripe, Square, PayPal, ACH
  • Full transaction history and tracking
  • Fully branded invoice design
  • One-click invoice from time logs

Proposals and contracts

When a lead becomes a client, they sign something. The question is whether that signature connects to what happens next or sits in a separate tool.

SuiteDash

Proposals and contracts with e-signatures. SuiteDash includes proposals with line items, contract templates, and legally binding e-signatures. You can create document templates, add variables for auto-fill, and track when documents are viewed or signed. SuiteDash covers the basics.

What happens after signing requires more manual work. Proposals do not automatically create projects with tasks from your template. You set up the project yourself after the client signs.


  • Proposals with line items
  • Contract templates
  • E-signatures
  • Multiple signers
  • Automatic reminders
  • Limited proposal-to-project automation
  • Manual project setup after signing

VS

Plutio

Proposals that create projects when signed. You drag in sections, add interactive pricing tables where clients pick packages or add-ons, and send something that looks like you built a custom app for them. When they accept, the proposal converts into a project automatically with tasks from your template. Contracts attach to the same flow with e-signatures and full audit trails. You see exactly when someone opened your proposal, what they clicked, and how long they looked at each section.


  • Drag-and-drop proposal builder
  • Interactive pricing tables
  • Package and add-on selection
  • Auto-convert to project on approval
  • E-signatures with audit trail
  • Real-time view tracking
  • Proposal templates
  • Proposal-to-invoice automation

Plutio vs SuiteDash: full feature comparison for 2026

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

PRICING

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Plutio

198/199

SuiteDash

107/199

Starting price

$19/month (Core plan)

$19/month (Start plan, $15/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

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Plutio

198/199

SuiteDash

107/199

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

Multiple task boards

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

Sharable project boards

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

Custom fields available

Kanban boards

Drag-and-drop tasks across customizable columns

You can view and manage tasks in Kanban boards

Table view

Bulk-edit tasks like a spreadsheet

You can view records in tables, but columns and behavior are rigid

List view

Clean task lists with clear hierarchy

You can manage tasks in a standard list view

Calendar view

See tasks and deadlines on a calendar

You can see tasks and deadlines on a calendar

Gantt view

Plan work visually with task order and dependencies

No native Gantt chart view

Subtasks

Break work down into multiple nested levels

You can break tasks into subtasks

Email to task

Turn emails into tasks without manual copying

Included

Task comments

Keep discussions tied directly to each task

You can comment directly on tasks

Task attachments

Store files directly on the task they belong to

You can attach files directly to tasks

Task priorities

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

Multiple task assignees

Assign tasks to one or multiple teammates

You can assign multiple people, but coordination is manual

Task templates

Reuse task-level structures across projects

You can reuse task templates

Task permissions

Control access at the individual task level

Permissions are controlled by roles, not per-task rules

Task dependencies

Prevent work from starting out of order

Task dependencies require Pinnacle plan ($99/month)

Recurring tasks

Automate repeating work with flexible schedules

You can create recurring tasks

Custom task data fields

Add task-level fields for tracking custom details

Custom fields available

TIME TRACKING

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Plutio

198/199

SuiteDash

107/199

Time tracking system

Easily track time using timers or manual entries

You can track time using timers or manual entry

Task-level tracking

Log time directly against tasks and subtasks

You can track time directly on tasks

Project-level tracking

See time spent per project and per client

You can track total time per project

Billable time tracking

Clearly separate billable and non-billable time

You must manually define what counts as billable

Billable time invoicing

Turn tracked time into invoices without extra steps

Tracked time can be invoiced with manual confirmation

Timesheet reports

View detailed time reports by task, project, or client

You can generate detailed time reports

Team timesheets

See how each team member tracks their time

You can view time logs per team member

PROPOSALS

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Plutio

198/199

SuiteDash

107/199

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

Proposal flow automation

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

Packages and add-ons

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

Expiration dates

Automatically expire proposals after a set date

You can set proposal expiration dates

PDF Export

Download as branded PDFs

You can download proposals as PDFs

Reusable content blocks

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

CONTRACTS

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Plutio

198/199

SuiteDash

107/199

Create and sign contracts

Create, send, and sign contracts in one continuous flow

Full contract management

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

Dynamic data/variables

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

View notifications

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

INVOICES & PAYMENTS

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Plutio

198/199

SuiteDash

107/199

Create invoices and get paid

Send invoices and collect payments in one connected flow

Full invoicing with payment tracking

Fully branded invoices

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

Customizable line items

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

Customizable taxes

Create tax rules that match your location and use case

You can configure tax rates

ACH payments

Accept bank transfers for lower-fee payments

You can accept bank payments

Stripe integration

Accept credit and debit cards instantly

You can accept payments through Stripe

Square integration

Collect in-person payments when needed

You cannot accept payments via Square

PayPal integration

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

Payment plans

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

Subscription management

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

View notifications

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

You can track expenses

Invoice deposits

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

INBOX

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Plutio

198/199

SuiteDash

107/199

Centralized unified inbox

Manage email, chat, and messages from one shared inbox

Messages are grouped by module, not unified

Full email integration

Connect and manage all your email accounts in one place

You can sync external email accounts

Embeddable live chat

Add real-time chat to your website and client portals

Live chat is available via portal widgets

Instant direct messages

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

Team channels

Create shared spaces for team-wide discussions

You cannot create team chat channels

Customized channels

Organize channels by team, topic, or workflow

Not supported

@mentions

Notify teammates instantly inside conversations

@mentions work in specific areas only

Message read receipts

See when messages are read

Read receipts are not consistently visible

File sharing in chat

Share files directly inside conversations

Files are attached to records, not chat threads

Shared email inbox

Collaborate on incoming emails as a team

Limited team email sharing

Inbox mobile app

Access and respond to messages on mobile

Mobile app has limited inbox features

Email reply to inbox

Reply from your email client and keep conversations synced

Limited email reply support

FILES

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Plutio

198/199

SuiteDash

107/199

Store and manage files

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

Folder permissions

Control who can view or edit folders

Role-based file access

People folders

Group files by person when needed

Files are project-attached only

Project folders

Keep files scoped to each project

Project-based file sections

In-app previews

Preview files instantly without downloading

Preview via project files

Custom file data fields

Capture file metadata you can sort and filter

You can add custom fields across modules

Built-in documents

Create and edit documents directly inside Plutio

Wiki-style documentation

Comments on files and docs

Leave comments directly on files and documents

Comments on project files

Bulk file actions

Move, tag, or manage many files at once

Limited bulk operations

Files search & filter

Find files quickly using search and filters

Search within project files

External cloud sync

Sync files with Google Drive or Dropbox

Via integrations only

Secure sharing controls

Restrict access with permissions or passwords

Role-based sharing controls

File sharing links

Share files externally with controlled access

Project-based sharing only

SCHEDULING

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Plutio

198/199

SuiteDash

107/199

Schedule meetings

Let clients book meetings directly without back-and-forth emails

Scheduler with calendar sync

Branded booking page

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

Automatic buffer times

Add buffer time automatically between meetings

You can add buffer times to bookings

Multiple meeting types

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

Internal calendar only

Customizable booking confirmations

Fully customizable confirmation pages with no layout or branding limits

Confirmation messages have limited customization

Redirect after booking

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

Smart meeting reminders

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

Custom booking forms

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

AUTOMATION

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Plutio

198/199

SuiteDash

107/199

Automated workflows builder

Build advanced workflows visually without code or rigid templates

Workflow automation with triggers

Trigger-based workflows

Start workflows from real events across projects, clients, and payments

You can build trigger-based workflows

Schedule-based workflows

Run workflows on schedules you control, not fixed intervals

Workflows can run on schedules

Multi-step workflows

Chain multiple actions into one continuous automation

You can chain multiple automation steps

True/False branching

Create conditional paths instead of one-size-fits-all flows

Conditional logic is supported

Delay-based actions

Add precise timing between steps, down to minutes or days

You can delay actions

Create & update records

Create, update, or move records automatically across the system

Records can be created automatically with setup

Move & duplicate records

Reorganize work automatically without manual cleanup

Records can be duplicated automatically

Delete & archive records

Automatically archive or remove records based on rules

Deletion requires safeguards and rules

API calls (webhooks)

Trigger or receive real-time events from external systems

You can trigger API calls and webhooks

Send emails

Send automated emails tied to real workflow events

Emails can be sent automatically

Post comments

Add notes or comments automatically where work happens

Comments can be posted via workflows

Complete automation logs

See exactly what ran, when, and why

Automation activity is logged

Auto-fill data/variables

Pass data between steps dynamically without manual mapping

Variables work across automation

Cross-entity connections

Run workflows that span projects, tasks, proposals, invoices, and more

Actions can trigger across modules

FORMS

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Plutio

198/199

SuiteDash

107/199

Create branded forms

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

Reusable form templates

Reuse form structures without rebuilding from scratch

You can reuse form templates

Custom form data fields

Collect structured data you can sort, filter, and report on

You can add custom fields across modules

Smart conditional logic

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

Form automation triggers

Trigger automated workflows when a form is submitted

Contracts can trigger workflows only if configured

Embed forms

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

Form signature field

Collect legally binding signatures directly inside forms

Forms can include signatures

File upload fields

Accept file uploads as part of form submissions

Clients can upload files

Redirect after submission

Send submitters to a custom next step, not a fixed thank-you page

Redirects after submission are supported

CRM

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Plutio

198/199

SuiteDash

107/199

Manage clients and leads

Manage contacts and companies in one connected system

Full CRM with lead portals

Full company management

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

WIKI

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Plutio

198/199

SuiteDash

107/199

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

Not supported

Unlimited nested pages

Build deep knowledge hierarchies without limits

Not supported

Granular page permissions

Control exactly who can view or edit each page

Not supported

DASHBOARDS

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Plutio

198/199

SuiteDash

107/199

Custom dashboards and pages

Build dashboards around what matters to you, not fixed metrics

Full custom dashboards

Drag-and-drop dashboard builder

Design dashboards visually with full layout control

Widget-based, no drag-drop

Charts widget

Visualize data with customizable charts

Pre-built reports only

Metrics widget

Track key numbers without manual reporting

Standard metrics only

Goals widget

Monitor progress toward defined goals

Not supported

Notes widget

Add contextual notes directly to dashboards

Not supported

Calendar widget

View upcoming events alongside work and metrics

Limited calendar integration

Financial widgets

Track revenue and expenses in the same view

Full financial dashboard

BRANDING

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Plutio

198/199

SuiteDash

107/199

White-label and branding

Run the entire platform under your brand

Full white-label with custom domains

Custom interface theme

Apply your brand colors across the system

UI theme options are limited

Stylesheet customization

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

Email branding

Send all system emails with your branding

Emails can be branded

Custom brand fonts

Use your own fonts throughout the platform

Font selection is limited

Custom brand logos

Replace all platform logos with your own

You can add custom logos

Custom domain name

Run everything on your own domain

Not supported

Custom email SMTP

Send emails from your own email infrastructure

Not supported

Full workspace embedding

Embed Plutio directly into your website or product

Not supported

CUSTOMIZATION

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Plutio

198/199

SuiteDash

107/199

Flexible workspace setup

Shape the platform to match how your business works

With setup

Main menu editor

Add, remove, or reorder navigation items freely

Navigation can be rearranged with setup

User-based menus

Show different navigation for different roles

Menus depend on assigned roles

Custom user 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

SSO / OAuth

Support enterprise-grade single sign-on

SSO is available on higher plans

INTEGRATIONS

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Plutio

198/199

SuiteDash

107/199

Connect with other tools

Integrate with external systems without lock-in

Native integrations via API

Zapier integration

Connect to thousands of apps without custom code

Zapier can connect to SuiteDash

Make.com integration

Build advanced automation scenarios visually

Make can connect to SuiteDash

Pabbly Connect

Connect services without usage-based limits

Pabbly can connect using API

Full REST API access

Build custom integrations with full system access

You can access a REST API

Incoming & outgoing webhooks

Send and receive real-time events

Webhooks are supported

PLATFORM

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Plutio

198/199

SuiteDash

107/199

Mobile apps

Access your business from native mobile apps

Mobile-responsive, no native apps

iOS app

Full-featured iPhone app

Mobile app exists with limited functionality

Android app

Full-featured Android app

Android app exists with limited functionality

Mac desktop app

Native macOS app for desktop workflows

No native Mac desktop app exists

Windows desktop app

Native Windows app for desktop workflows

No native Windows desktop app exists

Plutio vs SuiteDash FAQ: common questions answered

Is Plutio better than SuiteDash?

Both are genuine all-in-one platforms. Plutio has a modern interface with Gantt charts and unified inbox, getting you productive on day one. SuiteDash offers more white-labeling options including mobile app publishing, but has a steep learning curve. Choose based on whether you prioritize usability or customization depth.

Can Plutio replace SuiteDash?

Yes for most use cases. Plutio includes proposals, contracts, invoicing, project management, CRM, and client portals. The main exception is white-label mobile app publishing, which SuiteDash offers but Plutio does not.

Does SuiteDash have Gantt charts?

No. SuiteDash has project management with task lists and boards, but no native Gantt chart view. You cannot visualize task dependencies and timelines like you can in Plutio.

Does SuiteDash include time tracking?

Yes. SuiteDash includes time tracking with timers and manual entry. You can track time on projects and convert tracked hours to invoices.

Can SuiteDash publish white-label mobile apps?

Yes. SuiteDash lets you publish branded mobile apps to the iOS and Android app stores under your company name. White-label mobile app publishing is a unique SuiteDash feature that most competitors, including Plutio, do not offer.

Which is simpler to pick up?

Plutio has a lower learning curve. Most users are productive on day one. SuiteDash users consistently report 1-2 weeks to configure the basics, and new team members take time to learn the interface.

Can clients see project progress in both tools?

Yes. Both have client portals. SuiteDash offers more customization and mobile apps. Plutio offers a cleaner interface that clients find easier to navigate without training.

How much does Plutio cost compared to SuiteDash?

Both start at $19/month. Plutio Core is $19/month, Pro is $49/month, Max is $199/month. SuiteDash Start is $19/month ($15 annual), Thrive is $49/month, Pinnacle is $99/month. SuiteDash occasionally offers lifetime deals.

Can I import my SuiteDash data into Plutio?

Yes. Export clients, projects, and invoices from SuiteDash as CSV files and import them into Plutio. The migration maintains your client history and records.

Which tool has better automation?

Both offer workflow automation where actions run automatically when events happen (form submissions, payments, task completions). SuiteDash automation is more complex to set up. Plutio has a visual drag-and-drop builder that most users find simpler to pick up.

Does Plutio offer white-label branding?

Yes. Plutio offers complete white-labeling: custom domains, branded login pages, custom SMTP for emails, custom CSS, and full branding control. The main difference is Plutio does not offer white-label mobile app publishing.

Why do people switch from SuiteDash to Plutio?

Most switch because of the learning curve and interface. They want Gantt charts for project visualization, a unified inbox for client communication, and a modern interface their team and clients can use without extensive training.

Does Plutio have a unified inbox?

Yes. Plutio has a unified inbox where client emails auto-sort into conversation threads. Your team shares one inbox. SuiteDash messaging is scattered across modules without a unified view.

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.

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. The apps sync in real-time with the web platform.

Does Plutio offer a free trial?

Yes. Plutio offers a 14-day free trial with full access to all features. No credit card required. SuiteDash also offers a 14-day trial.

Is my data safe with Plutio?

Yes. Your data is private, encrypted, and never used to train AI models. Plutio uses industry-standard security including SSL encryption, regular backups, and GDPR compliance.

How long has Plutio been around?

Plutio has been built and refined for over 10 years based on real freelancer and agency feedback. SuiteDash has been around since 2014.

Can I import data from other tools into Plutio?

Yes. Plutio supports CSV imports for clients, projects, and invoices. You can migrate from most business tools including SuiteDash. Support can help with complex migrations.

Does SuiteDash have subscription billing?

Yes. SuiteDash supports subscription management with setup. Plutio also has subscription billing with automatic monthly charges and payment tracking.

Can I use Plutio for team collaboration?

Yes. Plutio includes team features on all plans: shared inboxes, team channels, @mentions, task assignments, and workload views. You can create custom roles with granular permissions.

Want all-in-one without the learning curve?

Get started in minutes, not weeks

Start your 14-day trial and see how proposals connect to projects, time tracking feeds invoices, and clients see progress in their branded portal, all without weeks of configuration.

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