Running a client project: Teamwork vs Plutio
A new client fills out an inquiry form on your agency's website. The project is a 3-month brand redesign with strategy, design, and development phases. What happens next?
With Teamwork, the workflow looks like this:
- The inquiry comes in through email or a form tool (Teamwork doesn't have intake forms on the Deliver plan)
- You create a proposal in PandaDoc or Google Docs because Teamwork only has basic Quotes on the Scale plan
- The client approves, and you send a contract through DocuSign because Teamwork has no contract features
- You manually create a project in Teamwork and spend 15-20 minutes setting up tasks, dependencies, and milestones
- You create an invoice in Teamwork and push it to QuickBooks or FreshBooks for payment collection, since Teamwork has no built-in way for clients to pay online
- The client sees the Teamwork-branded interface when checking tasks, not your agency's brand
- Communication happens across Teamwork comments, email threads, and Slack because there is no unified inbox
With Plutio, the same project plays out differently:
- The inquiry arrives through a Plutio form embedded on your website
- You send a proposal with interactive pricing directly from Plutio
- The client picks their package, signs the attached contract with e-signatures, and pays the deposit through Stripe
- Plutio automatically creates the project with your template: tasks, subtasks, dependencies, and milestones already assigned
- The client logs into a branded portal at youragency.com to see progress, approve deliverables, and upload assets
- At billing time, you generate invoices from tracked time and the client pays online in one click
- All communication lives in one shared inbox sorted by client
Teamwork handles project management and time tracking. But the full client workflow, from proposal to payment, requires 3-4 additional tools. Plutio handles the entire journey in one platform, so the 15-20 minutes of manual setup per client and the juggling between PandaDoc, DocuSign, FreshBooks, and Slack all disappear.
Where Plutio wins (the proof)
These are verifiable differences backed by published product pages and documentation.
1. Payment collection: Plutio has it, Teamwork does not
Teamwork: Teamwork generates invoices from time logs and fixed fees, but they export to PDF, XLS, and accounting tools like QuickBooks and Xero. There is no Stripe, PayPal, or Square integration for collecting payments directly.
Plutio: Invoices include a pay button that connects to Stripe, PayPal, and Square. Clients click, pay, and the transaction records automatically. No PDF exporting, no separate billing tool, no manual payment chasing.
The proof: The Teamwork features page lists invoicing but makes no mention of payment processing, Stripe, PayPal, or any payment gateway.
2. Contracts and e-signatures: Missing from Teamwork entirely
Teamwork: Teamwork has no contract creation, no templates, and no e-signatures on any plan. The platform covers project management, time tracking, and resource planning, but contracts are absent entirely.
Plutio: Contracts use the same drag-and-drop builder as proposals. E-signatures include a full audit trail. Contracts attach to proposals and projects so the scope, agreement, and work are linked.
The proof: The Teamwork product page covers project management, time tracking, and resource planning but contracts are absent from every feature list.
3. Pricing model: Flat rate vs compounding per-user costs
Teamwork: The Grow plan at $19.99 per user per month with a 5-user minimum costs $99.95 per month, and that only covers project management. Adding Teamwork CRM at roughly $15 per user per month and Teamwork Desk at $9.50-$33 per user per month for the same 5 users adds $122-$240 per month. Total: $222-$340 per month for project management, CRM, and help desk, and the platform still has no contracts or payment collection.
Plutio: The Max plan at $199 per month includes projects, proposals, contracts, invoicing with payments, CRM, inbox, client portals, and white-labeling, with no per-user fees and no add-on products.
The proof: The Teamwork pricing page shows per-user pricing that compounds with team size, and CRM and Desk are sold as separate products.
4. White-labeling: Your brand vs Teamwork's brand
Teamwork: Custom domains are available on the Deliver plan and above, and the Teamwork logo can be hidden from the login page. But there is no custom logo upload, no interface theming, and no full white-label experience.
Plutio: Custom domain (youragency.com), branded login pages, your colors throughout, custom SMTP for emails. Clients see your brand exclusively.
The proof: The Teamwork agencies page emphasizes client collaboration but does not mention custom domains, brand replacement, or full white-labeling.
When Teamwork might be the right fit
No tool is the right fit for everyone. Teamwork might be the right fit if:
- Your agency has 20+ team members running complex multi-month projects. Teamwork's resource management on the Grow and Scale plans offers workload planning, AI scheduling, and utilization tracking that works for larger teams. Plutio's workload views cover agencies up to 15 people, but Teamwork includes more for that use case for bigger operations. The trade-off: per-user pricing means a 20-person team on the Grow plan pays $399.80 per month before adding any other Teamwork products.
- You already have a separate tool stack for proposals, contracts, and billing. If PandaDoc handles proposals, DocuSign handles contracts, and FreshBooks handles invoicing, and those workflows run smoothly, Teamwork fits as the project management layer. The trade-off: data lives across 4+ platforms, which means manual handoffs and no single source of truth for client history.
- You need Gantt charts with resource leveling and AI scheduling. Teamwork's Gantt views on the Grow plan include resource leveling that adjusts timelines based on team capacity. For agencies where task scheduling depends heavily on individual availability, this feature reduces manual calendar juggling. The trade-off: Gantt features require the Grow plan minimum ($99.95 per month for 5 users).
- Your clients don't need to see project progress under your brand. Teamwork offers free client access with task visibility. If your clients don't need a custom-branded portal and are comfortable seeing the Teamwork interface, the client access works for basic collaboration.
But if your agency needs proposals, contracts, invoicing with payment collection, and a white-labeled client portal alongside project management, all without per-user pricing, Plutio covers the full workflow in one platform.
Why they switched: real outcomes
What happens when agencies switch to a connected platform?
Kelly Wade switched to Plutio and brought proposals, contracts, invoicing, and project management into one workspace. Instead of jumping between separate tools for each step of the client workflow, every document and project lived in one place. The admin hours spent transferring data between platforms went to zero.
ZekTec moved to Plutio to connect their client workflow from first inquiry to final invoice. Time tracking linked directly to invoicing, so billing cycles that used to take a full day of data assembly shortened to minutes. Clients logged into a branded portal instead of receiving scattered email updates.
West 7th Design Studio reduced client support requests by 90% after switching. Clients got one branded portal to see progress instead of emailing for every update. The agency's work stayed in one place instead of scattered across separate tools for proposals, project management, and invoicing.
These results come from connecting the full workflow. When proposals flow into projects automatically, when invoices collect payments directly, and when clients check their own portal, the admin work that agencies accept as normal goes to zero.
Final verdict
Teamwork focuses on project management and resource planning. Plutio connects the full client workflow. Teamwork holds a 4.4/5 on G2 with roughly 1,207 reviews and a 4.5/5 on Capterra with 918 reviews. Plutio holds a 4.4/5 on G2.
Teamwork has built a project management and resource planning platform. The Deliver plan ($13.99 per user per month) covers tasks, time tracking, and basic invoicing. The Grow plan ($19.99 per user per month) adds workload planning, budgeting, and AI scheduling. For agencies with 15-50+ team members running complex multi-month projects, Teamwork's resource management tools cover more than most competitors.
The limitations appear in the full client workflow. Invoices export to accounting tools but have no payment processing. Contracts and e-signatures don't exist. Proposals are limited to basic Quotes on the $54.99 per user per month Scale plan. CRM, help desk, and wiki are each separate products with separate per-user pricing. Full white-labeling with custom branding is not available. A 5-person agency running the full client workflow through Teamwork products pays $200-$340+ per month, and still needs DocuSign for contracts and a separate payment processor for invoice collection.
Plutio handles the full client lifecycle in one platform. Proposals with interactive pricing convert to projects automatically. Contracts include e-signatures. Invoices collect payments through Stripe, PayPal, and Square. Clients log into a white-labeled portal at your domain. Flat pricing means Core at $19, Pro at $49, and Max at $199 per month with no per-user fees.
The bottom line: Teamwork covers workload planning, AI scheduling, and utilization tracking for 20+ team members. Plutio handles proposals, contracts, projects, invoicing, and a branded client portal connected in one platform at flat monthly pricing.
How to switch from Teamwork to Plutio
Switching from Teamwork to Plutio means bringing your client workflow into one connected platform instead of managing it across multiple tools.
Step 1: Export your Teamwork data
Teamwork supports data export, but the export process generates MySQL database dumps. For agencies without technical staff, Teamwork offers an export service (previously reported at around $500). An alternative: export project lists, task data, and time logs manually through the Teamwork API or CSV reports available in the platform.
Step 2: Import into Plutio
Upload CSVs to Plutio. The importer maps fields like Client Name, Email, Project Name, and Task Status directly. For agencies migrating 50+ projects, Plutio's support team can assist with bulk data mapping.
Step 3: Set up your project templates
Create templates for your common project types. Include tasks, subtasks, dependencies, time estimates, and automations. These templates auto-generate when proposals are signed, so every new client starts with a fully structured project.
Step 4: Configure your client portal
Set up your custom domain, add your branding, and choose what clients see. Invite clients to their new workspace. The branded experience starts immediately.
Step 5: Connect your payment processors
Link Stripe, PayPal, or Square to start collecting payments directly through invoices. If you previously used FreshBooks or QuickBooks alongside Teamwork for billing, Plutio replaces both the invoicing and payment collection steps.
Research and sources
Every comparison and price point on this page is backed by direct research conducted in February 2026. Data is verified across official product pages, user reviews, and third-party analysis.
Pricing verification sources
- Plutio: Official pricing
- Teamwork: Official pricing, G2 reviews (4.4/5, ~1,207 reviews)
- Teamwork Capterra: Capterra reviews (4.5/5, ~918 reviews)
- Teamwork Trustpilot: Trustpilot (3.2/5, 62 reviews)
Feature verification sources
- Teamwork features: Official features page
- Teamwork product: Official product page
- Teamwork agencies: Teamwork for agencies
- Teamwork Quotes: Quotes documentation
- Teamwork export: Data export documentation
Verification methodology
For each feature in the comparison table:
- We consult official product documentation
- We verify with multiple third-party sources (G2, Capterra, Trustpilot)
- We cross-reference with video demonstrations and user reviews
- We update pricing monthly based on current published rates
If you find any inaccuracies, please let us know so we can investigate and update immediately.
