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Plutio vs Teamwork: Complete Comparison (2026)

Teamwork handles project management for agencies, but there are no contracts, no e-signatures, no payment collection, and proposals are limited to a basic Quotes feature with no interactive pricing. Tasks get assigned, time gets tracked, and invoices export to PDF... but once a client needs to sign a contract, pay an invoice online, or review an interactive proposal, the workflow moves to separate Teamwork products or third-party tools that each cost extra.

Plutio handles project management and the client workflow that follows: proposals with interactive pricing that convert into projects when signed, contracts with e-signatures and audit trails, time tracking that flows into payable invoices through Stripe and PayPal, and a branded portal at your domain where clients check progress without emailing you.

Last updated February 2026

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9out of 10
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7out of 10
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Projects
Payments
Client Portal
Pricing

Quick comparison (TLDR)

Teamwork is a project management platform built around tasks, time tracking, and team collaboration. Agencies use Teamwork for Kanban boards, Gantt charts, workload planning, and resource management. The Deliver plan starts at $13.99 per user per month (minimum 3 users), and the Grow plan at $19.99 per user per month (minimum 5 users) adds budgeting and AI scheduling. Teamwork includes basic invoicing, but invoices export to PDF and accounting tools but have no online payment collection. Contracts, e-signatures, and proposals (beyond basic Quotes on the Scale plan at $54.99 per user per month) are not part of the platform. CRM, help desk, and wiki are each separate Teamwork products with separate pricing.

Plutio is an all-in-one client management platform where proposals, contracts, projects, invoices, and client portals connect in a single workspace. When a client signs a proposal, Plutio creates the project automatically with tasks from your template. Invoices collect payments through Stripe, PayPal, and Square. Clients log into a branded portal at your custom domain. Flat pricing starts at $19 per month for Core, $49 for Pro, and $199 for Max, with no per-user fees.

Key differences at a glance

  • Full client workflow in one platform: Plutio handles proposals with interactive pricing, contracts with e-signatures, project management, invoicing with online payments, and a branded client portal. Teamwork handles project management and time tracking, but invoices are PDF-only, contracts don't exist, and CRM, help desk, and wiki are separate paid products.
  • Flat pricing vs per-user fees: Plutio charges $19, $49, or $199 per month regardless of team size. Teamwork charges $13.99-$54.99 per user per month with minimum user requirements, so a 5-person agency on the Grow plan pays $99.95 per month for project management alone, before adding CRM, help desk, or wiki.
  • Payment collection: Plutio invoices connect to Stripe, PayPal, and Square so clients pay online directly. Teamwork invoices export as PDF files with no payment processing built in, so agencies send PDFs and chase payments manually through a separate tool.
  • White-labeling and custom domain: Plutio offers a custom domain, branded login pages, custom SMTP, and complete removal of Plutio branding. Teamwork offers custom domains on Deliver+ and can hide the Teamwork logo from login, but there is no custom logo upload, no branded interface theming, and no full white-label experience.

Teamwork covers workload planning, AI scheduling, and utilization tracking for 20+ team members who already have separate tools for proposals, contracts, and payments. Plutio handles the full client workflow in one platform at flat pricing.

Project and task management

Both platforms started with project management. The question is what happens before and after the project, and how the work connects to the rest of the client relationship.

Teamwork

Project management is Teamwork's core product. Teamwork offers List, Table, Kanban, and Gantt views with task dependencies, milestones, subtasks, and task templates. The Grow plan ($19.99 per user per month) adds workload planning and an AI scheduler that distributes tasks based on availability. Resource management on the Scale plan ($54.99 per user per month) shows team capacity across projects.

Teamwork's project management stands alone from the rest of the client workflow. There are no proposals in the platform (only basic Quotes on Scale), no contracts, and no way to automatically create a project when a client signs. Every new client means manual project setup, even when the scope was already defined in a proposal sent through another tool.


  • List, Table, Kanban, Gantt views
  • Task dependencies and milestones
  • Subtasks and task templates
  • Workload planning (Grow+)
  • AI scheduler (Grow+)
  • No proposal-to-project automation
  • No contracts or e-signatures
  • Manual project creation for each client

VS

Plutio

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

The difference is what triggers the project. When a client approves a proposal in Plutio, the platform creates the project automatically with tasks mapped from the proposal scope. The proposal already defined the deliverables, so the project starts with everything in place. No manual setup, no copy-pasting scope items into a task board.


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

Time tracking and billing

When tracked hours connect directly to invoices that clients can pay online, the billing cycle shrinks from days to minutes. When they don't, someone still has to export, reformat, and chase payment through a separate tool.

Teamwork

Built-in time tracking with billable rate management. Teamwork includes timers on tasks, manual time entry, and the ability to mark hours as billable or non-billable. Each team member can have a billable rate, and time logs roll up into project budgets. Timesheet approvals are available on the Grow plan.

The gap appears at billing. Teamwork generates invoices from tracked time, but they only export to PDF, XLS, and accounting tools like QuickBooks and Xero. There is no Stripe integration, no PayPal collection, and no way for a client to click a link and pay online. Agencies export the PDF, send it through email or another invoicing tool, and wait for a bank transfer or check. The billing workflow breaks at the payment step.


  • Task-level time tracking with timers
  • Billable and non-billable separation
  • Billable rates per team member
  • Timesheet approvals (Grow+)
  • Invoice generation (PDF export only)
  • No online payment collection
  • No Stripe or PayPal integration
  • Manual billing workflow required

VS

Plutio

Time tracking that flows directly into paid invoices. Track time at the task level with one-click timers. Time rolls up to projects automatically. When the billing period ends, select the tracked hours, click create invoice, and Plutio generates a detailed invoice with every task listed. The client receives the invoice, clicks pay, and the money arrives through Stripe, PayPal, or Square. No PDF exporting, no separate invoicing tool, no manual payment chasing.

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


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

Proposals and quoting

The proposal is the first document a potential client sees. When it includes interactive pricing where clients choose packages and add-ons, the client can self-select scope and commit faster. When it auto-creates the project on approval, the 15-20 minutes of manual project setup after each signed deal disappear.

Teamwork

Basic Quotes on the Scale plan only. Teamwork added a Quotes feature, but it requires the Scale plan at $54.99 per user per month (minimum 5 users, so $274.95 per month minimum). Quotes support line-item pricing with taxes and discounts, and accepted quotes can create projects. But there are no interactive pricing tables where clients pick packages, and no e-signatures on quotes, and no way for a client to approve and pay through the same document.

Most Teamwork users don't have access to Quotes at all because the Deliver ($13.99) and Grow ($19.99) plans don't include the feature. Agencies on those plans create proposals in separate tools like PandaDoc, Qwilr, or Google Docs, then manually transfer the scope into Teamwork as tasks.


  • Quotes feature (Scale plan only, $54.99/user/mo)
  • Line-item pricing with taxes and discounts
  • Can create project from accepted quote
  • No interactive pricing where clients pick packages
  • No e-signatures on quotes
  • No client approval workflow
  • Not available on Deliver or Grow plans

VS

Plutio

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

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


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

Contracts and e-signatures

Before any project starts, there is usually a contract. When contracts live inside the same platform as proposals and projects, the paper trail is automatic and every signed agreement stays linked to the work it covers.

Teamwork

No contract features at all. Teamwork does not include contract creation, contract templates, or e-signatures anywhere in the platform, on any plan. Agencies using Teamwork create contracts in separate tools like DocuSign, PandaDoc, or HelloSign. The signed contract lives in one system, the project lives in Teamwork, and there is no automatic link between them.

When a dispute arises about project scope, the contract is in one tool and the project tasks are in another. Connecting the two requires manual cross-referencing across separate platforms.


  • No contract creation
  • No contract templates
  • No e-signatures
  • No audit trails for signatures
  • No contract-to-project connection
  • Requires external tools (DocuSign, PandaDoc)

VS

Plutio

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

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


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

Invoicing and payments

An invoice that requires a client to print, sign, and mail a check adds days to the payment cycle. An invoice with a pay button connected to Stripe gets paid in minutes.

Teamwork

PDF invoicing without payment collection. Teamwork generates invoices from tracked time and fixed-fee projects. But these invoices export to PDF, HTML, XLS, and accounting tools like QuickBooks and Xero. There is no payment gateway integration, no Stripe, no PayPal, and no way for a client to pay directly from the invoice. Agencies can push invoice data to QuickBooks or Xero, but payment collection still requires a separate billing tool or manual follow-up.

For agencies billing $10,000+ per month across multiple clients, having invoice data in one system and payment collection in another adds complexity to every billing cycle.


  • Invoice generation from time logs
  • Export to PDF, XLS, QuickBooks, Xero
  • No online payment processing
  • No Stripe or PayPal integration
  • No recurring billing
  • No payment plans or installments
  • No subscription management
  • Requires separate invoicing tool

VS

Plutio

Invoicing with built-in payment collection. Plutio's invoice builder is drag-and-drop, so invoices match your brand with your layout, logo, and colors. Generate invoices from tracked time with a full task breakdown, or create fixed-fee invoices manually. Clients receive the invoice and pay directly through Stripe, PayPal, or Square, no separate tool needed.

Retainer clients get subscriptions that charge automatically every month, and large projects split into installment schedules. Payment reminders go out automatically when invoices are overdue. The full transaction history lives in the same platform as the project it belongs to.


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

Client portals and white-labeling

Your agency's brand is what clients remember. When clients log into a portal, do they see your name and domain, or your software vendor's?

Teamwork

Free client users with view-only access. Teamwork allows unlimited free client users on the Deliver plan and above. Clients can view tasks, comment on updates, and access files shared with them. Client permissions control visibility at the project level.

Teamwork offers custom domains 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 branded interface theming, no custom SMTP, and no full white-label experience. Clients see a Teamwork-styled interface at your custom URL, but without your logo, your colors, or your brand identity throughout. For agencies that position themselves as premium brands, the client experience still carries the software vendor's design language.


  • Unlimited free client users (Deliver+)
  • Client task and file visibility
  • Comment access for clients
  • Custom domain on Deliver+ (workspace URL)
  • Can hide Teamwork logo from login
  • No custom logo or brand theming
  • No custom SMTP for emails
  • No full white-label experience

VS

Plutio

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

Custom CSS gives complete styling control for agencies that need pixel-level branding. Custom SMTP means emails come from your domain, not from a software vendor. The entire client experience runs under your brand.


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

Client communication

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

Teamwork

Comments and notifications, but no unified inbox. Teamwork includes task comments and project-level messages. Clients can comment on tasks they have access to. Email notifications go out when updates happen. But there is no shared team inbox where all client emails arrive in one place.

Teamwork Chat comes with all paid plans for internal messaging, but there is no shared team inbox for external client emails. Teamwork Desk (help desk) is a separate product at $9.50-$33 per user per month. Client emails, project comments, and Chat messages live in different places, so following a single client conversation means switching between tools. Most agencies end up managing client communication through email, Chat, and Teamwork comments simultaneously.


  • Task comments and @mentions
  • Project-level messages
  • Email notifications
  • Chat included with paid plans
  • No shared team inbox for client emails
  • No unified client threads
  • Help desk is a separate paid product
  • No embeddable live chat

VS

Plutio

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

Project conversations stay attached to the project. Team channels handle internal discussions. Direct messages work for quick one-on-one coordination. Embeddable live chat captures leads from your website and funnels them into the same inbox. Every plan includes all of these features, with nothing sold as a separate product.


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

Automation and workflows

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

Teamwork

Automation with per-plan caps. Teamwork includes workflow automations that trigger on task status changes, due dates, and project events. Automations can update task assignees, change statuses, send notifications, and create subtasks. The Deliver plan caps automations at 5,000 actions per month, Grow at 20,000, and Scale at 100,000.

The caps work for task-based automations, but because proposals and contracts don't exist in Teamwork, automation cannot connect the pre-project workflow to project creation. A new client signing a proposal can't auto-trigger a project, a contract, or a first invoice because those features aren't part of the platform.


  • Task-based automations
  • Status change triggers
  • Due date triggers
  • Capped per plan (5K to 100K actions/mo)
  • No proposal-to-project automation
  • No contract-based triggers
  • No payment-received triggers

VS

Plutio

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

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


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

Team permissions and scaling

You bring on a contractor for a single project. Can they see only their assigned tasks without accessing other clients, financials, or internal conversations?

Teamwork

Role-based permissions with project-level access. Teamwork supports multiple user roles: Admin, Project Manager, Standard User, and Client. Permissions control project visibility, so team members only see projects assigned to them. Client users get free access with view-only or limited interaction permissions.

However, contractor-specific permissions are limited. There is no way to create custom roles with granular feature-level access. A contractor who needs task access but shouldn't see project budgets, time logs from other team members, or internal notes has limited options. The role system covers broad access categories but doesn't handle the edge cases that agencies deal with when managing a mix of full-time staff, freelancers, and clients.


  • Admin, PM, User, Client roles
  • Project-level visibility control
  • Free unlimited client users
  • Limited custom role creation
  • No granular feature-level permissions
  • No contractor-specific access controls

VS

Plutio

Granular permissions for mixed teams. Plutio lets you create custom roles with feature-level access control. A contractor sees only their assigned tasks and time logs. A project manager sees projects and team workload but not client financials. A client sees their branded portal with tasks, files, and invoices but nothing internal.

When a team grows from 3 to 15 people, permissions scale without restructuring. Each new role reflects exactly what that person needs to see and do. Internal notes stay hidden from clients. Financial data stays hidden from contractors. Project data stays hidden from uninvolved team members.


  • 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

Resource management and budgeting

Knowing who's available and which projects are over budget before they go off track is what separates reactive agencies from proactive ones.

Teamwork

Teamwork's main differentiator. Resource management on the Grow plan shows team utilization across projects. The workload planner displays who's at capacity and who has availability. Budget tracking compares estimated versus actual hours and costs per project. The Scale plan adds an AI scheduler that distributes tasks based on team availability and skills.

For agencies running 20+ concurrent projects with 10+ team members, Teamwork's resource planning tools provide visibility into capacity that most project management tools don't offer. Resource management is where Teamwork stands out from general-purpose platforms.


  • Workload planner with capacity view
  • Project budgeting (hours and cost)
  • Estimated vs actual time tracking
  • AI task scheduler (Grow+)
  • Resource utilization reports
  • Multi-project capacity overview

VS

Plutio

Workload visibility with connected financials. Plutio's business dashboards show team workload across projects, and because time tracking connects directly to invoicing, budget tracking includes both hours logged and revenue collected. When a project is 80% through its budget but only 50% complete, the dashboard flags the discrepancy before it becomes a problem.

Plutio's resource view is designed for agencies with 3-15 team members who need workload awareness without needing dedicated resource management software. For agencies with 20+ people running complex multi-month projects across departments, Teamwork's resource planning tools include more for that use case.


  • Team workload view across projects
  • Time-to-invoice budget tracking
  • Project budget vs actual dashboards
  • Revenue per project and per client
  • Custom business dashboards
  • Task time estimates vs actual

Plutio vs Teamwork: full feature comparison for 2026

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

PRICING

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Plutio

198/199

Teamwork

59/199

Starting price

$19/month (Core plan)

$13.99/user/month (Deliver plan, $10.99/user annual)

Free plan

No free plan (7-day trial available)

Free plan for up to 5 users and 5 projects

Trial period

7-day free trial

30-day free trial

PROJECT MANAGEMENT

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Plutio

198/199

Teamwork

59/199

Manage projects and tasks

Fully flexible project and task setup you can shape to your workflow

Full project management with List, Board, Table, and Gantt 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

Limited sharing via client portal (no public links)

Project stages and milestones

Define custom project lifecycles for different types of work

Custom task statuses and milestones with dependencies

Connected proposals, contracts, and invoices

Everything related stays connected to the project automatically

Only invoicing is built-in (no proposals or contracts)

Custom project data fields

Track, sort, filter, and report on custom project data

Custom fields on projects and tasks (Free: 2, Deliver: 3, Grow+: unlimited)

Kanban boards

Drag-and-drop tasks across customizable columns

Board view included on all plans

Table view

Bulk-edit tasks like a spreadsheet

Table view with bulk editing

List view

Clean task lists with clear hierarchy

List view is the default project view

Calendar view

See tasks and deadlines on a calendar

Calendar view shows tasks and deadlines

Gantt view

Plan work visually with task order and dependencies

Gantt chart with dependencies and milestones

Subtasks

Break work down into multiple nested levels

Nested subtasks supported

Email to task

Turn emails into tasks without manual copying

Forward emails to create tasks

Task comments

Keep discussions tied directly to each task

Comments with @mentions on tasks

Task attachments

Store files directly on the task they belong to

File attachments on tasks

Task priorities

Define priority levels that fit your workflow

3 default priority levels (high, medium, low) with custom options

Task labels & color coding

Use unlimited labels to visually organize tasks

Tags and color labels on tasks

Multiple task assignees

Assign tasks to one or multiple teammates

Multiple assignees per task

Task templates

Reuse task-level structures across projects

Task list templates and project templates

Task permissions

Control access at the individual task level

Project-level permissions (4 levels, not per-task)

Task dependencies

Prevent work from starting out of order

Predecessor and successor dependencies

Recurring tasks

Automate repeating work with flexible schedules

Recurring tasks with flexible schedules

Custom task data fields

Add task-level fields for tracking custom details

Custom fields on tasks (Free: 2, Deliver: 3, Grow+: unlimited)

TIME TRACKING

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Plutio

198/199

Teamwork

59/199

Time tracking system

Easily track time using timers or manual entries

Timer and manual time entry built-in

Task-level tracking

Log time directly against tasks and subtasks

Track time per task and subtask

Project-level tracking

See time spent per project and per client

Track time per project and client

Billable time tracking

Clearly separate billable and non-billable time

Billable and non-billable categorization

Billable time invoicing

Turn tracked time into invoices without extra steps

Generate invoices from time logs, export to QuickBooks or Xero (no payment collection)

Timesheet reports

View detailed time reports by task, project, or client

Detailed timesheet reports with filters

Team timesheets

See how each team member tracks their time

Company timesheets (Grow+) with approval workflows (all plans)

PROPOSALS

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Plutio

198/199

Teamwork

59/199

Create and send proposals

Create proposals clients can review, approve, and sign in one flow

Not built-in (requires third-party tools)

Drag-and-drop proposal builder

Create custom, branded proposals without layout limits or code

Not supported

Reusable proposal templates

Reuse proven proposal layouts across clients

Not supported

Real-time proposal analytics

See exactly when proposals are opened and reviewed

Not supported

Live messenger on proposals

Answer questions directly while clients review proposals

Not supported

Proposal flow automation

Move from proposal to contract, invoice, or booking automatically

Not supported

Convert proposal to invoice

Create invoices directly from approved proposals

Not supported

Packages and add-ons

Offer upsells and add-ons directly inside proposals

Not supported

Interactive pricing tables

Let clients choose options before approving

Not supported

Dynamic data and variables

Auto-fill proposal content with client and project data

Not supported

Expiration dates

Automatically expire proposals after a set date

Not supported

PDF Export

Download as branded PDFs

Project reports exportable (no proposal PDFs)

Reusable content blocks

Create reusable proposal sections you can reuse on demand

Not supported

Legally binding e-signatures

Collect secure electronic signatures on proposals

Not supported

Custom proposal data fields

Create custom proposal data you can sort, filter, and report on

Not supported

CONTRACTS

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Plutio

198/199

Teamwork

59/199

Create and sign contracts

Create, send, and sign contracts in one continuous flow

Not built-in

Drag-and-drop contract builder

Create fully custom contracts with flexible layouts, no code or formatting limits

Not supported

Legally binding e-signatures

Collect secure signatures with audit trails and signer verification

Not supported

Multi-signature / signees

Collect signatures from multiple people on the same contract

Not supported

Reusable contract templates

Reuse contract structures to create new agreements faster

Not supported

Auto-reminders automation

Automatically follow up until contracts are signed

No contract feature

Dynamic data/variables

Auto-fill contract content with client and project data

Not supported

Contract automation triggers

Trigger automated workflows the moment a contract is signed

Not supported

View notifications

See when contracts are opened and reviewed

No contract feature

PDF download with signature certificate

Download signed contracts with official proof of signature

Not supported

Custom signer data fields

Collect structured signer information during signing

Not supported

Custom contract data fields

Create custom contract data you can sort, filter, and report on

Not supported

INVOICES & PAYMENTS

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Plutio

198/199

Teamwork

59/199

Create invoices and get paid

Send invoices and collect payments in one connected flow

Basic invoicing from time logs and fixed fees (export to PDF, QuickBooks, Xero; no payment collection)

Fully branded invoices

Match invoices to your brand with custom logos, colors, and layout

Basic invoice layout (no drag-and-drop branding)

Drag and drop invoice builder

Create custom invoice layouts visually without formatting limits

Not supported

Customizable line items

Edit pricing, quantities, descriptions, and structure freely

Basic line items on invoices (time logs and fixed fees)

Item or invoice discounts

Apply discounts at the item or full invoice level

Not supported

Customizable taxes

Create tax rules that match your location and use case

Not supported

ACH payments

Accept bank transfers for lower-fee payments

Not supported

Stripe integration

Accept credit and debit cards instantly

No native Stripe payment integration

Square integration

Collect in-person payments when needed

Not supported

PayPal integration

Let clients pay using PayPal

Not supported

Flexible partial payments

Collect deposits and split payments across milestones

Not supported

Payment plans

Break invoices into scheduled installments

Not supported

Automated recurring invoices

Automatically send invoices on a recurring schedule

Not supported

Subscription management

Manage ongoing client subscriptions and billing

Not supported

Automated payment reminders

Follow up automatically until invoices are paid

Not supported

Reusable invoice templates

Reuse invoice layouts without rebuilding each time

Not supported

Multiple currency support

Bill clients globally in their local currency

Multi-currency support (1 on Free, 5 on Deliver, unlimited on Grow+)

Invoice automation triggers

Trigger automated workflows when invoices are sent or paid

Basic invoice automation via time log triggers

View notifications

See when invoices are opened and paid

Basic invoice notifications (no detailed view tracking)

Built-in expense tracking

Track project-related costs alongside invoices

Budget tracking per project (no receipt-level expenses)

Invoice deposits

Collect upfront payments before work starts

Not supported

Auto-invoice billable time

Turn tracked time into invoices automatically

Export time to QuickBooks or Xero for invoicing

Custom invoice data fields

Create custom invoice data you can sort, filter, and report on

Not supported

INBOX

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Plutio

198/199

Teamwork

59/199

Centralized unified inbox

Manage email, chat, and messages from one shared inbox

Project messages and Chat included with paid plans (no unified client inbox)

Full email integration

Connect and manage all your email accounts in one place

Email-to-task and email notifications (no full inbox sync)

Embeddable live chat

Add real-time chat to your website and client portals

Not supported

Instant direct messages

Message teammates privately without leaving your workspace

Direct messages via Teamwork Chat (included with paid plans)

Contextual project conversations

Keep conversations tied directly to the project they belong to

Project-level messages tied to tasks and projects

Team channels

Create shared spaces for team-wide discussions

Team channels via Teamwork Chat (included with paid plans)

Customized channels

Organize channels by team, topic, or workflow

Channels via Teamwork Chat (basic, included with paid plans)

@mentions

Notify teammates instantly inside conversations

@mentions in task comments and messages

Message read receipts

See when messages are read

Not supported

File sharing in chat

Share files directly inside conversations

File attachments in task comments (no dedicated chat)

Shared email inbox

Collaborate on incoming emails as a team

Not supported

Inbox mobile app

Access and respond to messages on mobile

iOS and Android apps include messaging

Email reply to inbox

Reply from your email client and keep conversations synced

Email replies create task comments

FILES

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Plutio

198/199

Teamwork

59/199

Store and manage files

Keep all client and project files in one organized place

File storage on tasks and projects

Advanced folder organization

Organize files by project, client, or structure you choose

Project-based file organization (no nested folders)

Folder permissions

Control who can view or edit folders

Project-level permissions control file access

People folders

Group files by person when needed

Files are project-based, not person-based

Project folders

Keep files scoped to each project

Files organized within projects

In-app previews

Preview files instantly without downloading

In-app file previews supported

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

Teamwork Spaces is a separate product

Comments on files and docs

Leave comments directly on files and documents

Comments on task attachments

Bulk file actions

Move, tag, or manage many files at once

Bulk file select, download, move, copy, and delete

Files search & filter

Find files quickly using search and filters

Search across projects and files

External cloud sync

Sync files with Google Drive or Dropbox

Google Drive, Dropbox, OneDrive integrations

Secure sharing controls

Restrict access with permissions or passwords

Project-level access controls

File sharing links

Share files externally with controlled access

Share via project access (no direct file links)

SCHEDULING

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Plutio

198/199

Teamwork

59/199

Schedule meetings

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

Not built-in

Branded booking page

Build a fully branded, customizable booking system using a drag-and-drop editor

Not supported

Advanced availability management

Define flexible availability rules applied automatically to bookings

Not supported

Automatic buffer times

Add buffer time automatically between meetings

Not supported

Multiple meeting types

Create unlimited booking types with different rules and setups

Not supported

Calendar sync (Google/Outlook)

Two-way calendar sync that stays up to date automatically

No scheduling feature (project calendar sync only)

Customizable booking confirmations

Fully customizable confirmation pages with no layout or branding limits

Not supported

Redirect after booking

Send bookers anywhere after scheduling, not just a fixed thank-you page

Not supported

Booking automation triggers

Trigger automated workflows the moment a meeting is booked

Not supported

Smart meeting reminders

Send automatic reminders without manual follow-ups

No scheduling feature

Automatic timezone detection

Handle timezones automatically without manual adjustments

No scheduling feature

Paid appointments (Stripe/PayPal)

Collect payments during booking without extra steps

Not supported

Custom booking forms

Build booking forms with full control over questions and layout

Not supported

Minimum notice / daily booking limits

Set booking limits to control lead time and daily volume

Not supported

Rescheduling and cancellation controls

Define flexible rules for rescheduling and cancellations

Not supported

AUTOMATION

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Plutio

198/199

Teamwork

59/199

Automated workflows builder

Build advanced workflows visually without code or rigid templates

Rule-based automations (all plans including Free with 100 actions/month, no visual builder)

Trigger-based workflows

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

Task-based triggers: status change, assignee change, due date (all plans)

Schedule-based workflows

Run workflows on schedules you control, not fixed intervals

Not supported

Multi-step workflows

Chain multiple actions into one continuous automation

Single trigger with multiple actions

True/False branching

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

No conditional branching

Delay-based actions

Add precise timing between steps, down to minutes or days

Not supported

Create & update records

Create, update, or move records automatically across the system

Auto-create tasks and update statuses

Move & duplicate records

Reorganize work automatically without manual cleanup

Move tasks between lists and projects

Delete & archive records

Automatically archive or remove records based on rules

Archive tasks and projects manually

API calls (webhooks)

Trigger or receive real-time events from external systems

Webhooks and REST API available

Send emails

Send automated emails tied to real workflow events

Email notifications on triggers (no custom email templates)

Post comments

Add notes or comments automatically where work happens

Auto-add comments via triggers

Complete automation logs

See exactly what ran, when, and why

Automation activity logs with run history

Auto-fill data/variables

Pass data between steps dynamically without manual mapping

No dynamic variable support in automations

Cross-entity connections

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

Automations limited to tasks and projects

FORMS

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Plutio

198/199

Teamwork

59/199

Create branded forms

Build fully branded forms that match your workflow and client experience

Intake forms on projects (basic, no branding control)

Drag-and-drop form builder

Design forms visually with full layout control, no code required

Drag-and-drop form builder with customization (Grow+ for branding)

Reusable form templates

Reuse form structures without rebuilding from scratch

Project templates include intake forms

Custom form data fields

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

Basic custom fields on intake forms

Smart conditional logic

Show or hide fields based on responses, not static forms

Conditional logic on forms (If/then on Grow, If/and/or/then on Scale+)

Instant email notifications

Get notified immediately when forms are submitted

Email notifications on form submission

Form automation triggers

Trigger automated workflows when a form is submitted

Form submissions can trigger task creation

Embed forms

Embed forms anywhere without layout restrictions

Embeddable forms via iframe code

Advanced field preferences

Control required, hidden, and default field behavior

Basic field settings only

Comprehensive field types

Collect text, files, dates, selections, and more

Text, date, and select fields (limited types)

Form signature field

Collect legally binding signatures directly inside forms

No signature field on forms

File upload fields

Accept file uploads as part of form submissions

File upload field available on forms

Redirect after submission

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

Not supported

CRM

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Plutio

198/199

Teamwork

59/199

Manage clients and leads

Manage contacts and companies in one connected system

People section for contacts (Teamwork CRM is a separate product)

Full company management

Track organizations, not just individual contacts

Company records available (basic)

Custom contact data fields

Collect and manage structured contact data you define

Custom fields via Teamwork CRM add-on only

Complete activity timeline

See every interaction with a client in one place

Task and project activity per person (not a CRM timeline)

Contacts labeling and grouping

Organize contacts flexibly without rigid pipelines

Tags on people records (basic)

WIKI

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Plutio

198/199

Teamwork

59/199

Comprehensive knowledge base

Create an internal wiki for processes, docs, and guides

Teamwork Spaces (integrated on Deliver+, coming soon on Free)

Beautiful rich text pages

Write structured, formatted content without complexity

Requires Teamwork Spaces add-on

Unlimited nested pages

Build deep knowledge hierarchies without limits

Requires Teamwork Spaces add-on

Granular page permissions

Control exactly who can view or edit each page

Requires Teamwork Spaces add-on

DASHBOARDS

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Plutio

198/199

Teamwork

59/199

Custom dashboards and pages

Build dashboards around what matters to you, not fixed metrics

Portfolio dashboard with project overview (not fully customizable)

Drag-and-drop dashboard builder

Design dashboards visually with full layout control

Drag-and-drop dashboard builder (all paid plans)

Charts widget

Visualize data with customizable charts

Project progress and workload charts

Metrics widget

Track key numbers without manual reporting

Profitability and utilization metrics (Grow plan+)

Goals widget

Monitor progress toward defined goals

No goals widget

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 dashboard

Financial widgets

Track revenue and expenses in the same view

Budget and profitability tracking (Grow plan+)

BRANDING

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Plutio

198/199

Teamwork

59/199

White-label and branding

Run the entire platform under your brand

Custom branding on Grow+ (add your own logo and branding)

Custom interface theme

Apply your brand colors across the system

Color themes on Deliver+ (no Free plan theme customization)

Stylesheet customization

Fine-tune styling beyond basic theming

No custom CSS

Custom login/signup pages

Use branded authentication pages instead of generic screens

Can hide Teamwork logo from login page (Grow+)

Email branding

Send all system emails with your branding

Company logo in notifications

Custom brand fonts

Use your own fonts throughout the platform

No custom fonts

Custom brand logos

Replace all platform logos with your own

Logo on project templates and notifications

Custom domain name

Run everything on your own domain

Custom domain with SSL (Deliver+ plans)

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

Teamwork

59/199

Flexible workspace setup

Shape the platform to match how your business works

Configurable project templates and views

Main menu editor

Add, remove, or reorder navigation items freely

Customizable navigation (pin/unpin main menu items, reorder project tabs)

User-based menus

Show different navigation for different roles

Same menu for all users

Custom user roles

Create role types beyond preset permissions

Predefined roles (Site Admin, Admin, Standard, Client)

Advanced user permissions

Control access at a granular level

Project-level permissions (4 levels)

SSO / OAuth

Support enterprise-grade single sign-on

SSO available via Advanced Security add-on (Enterprise only)

INTEGRATIONS

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Plutio

198/199

Teamwork

59/199

Connect with other tools

Integrate with external systems without lock-in

80+ integrations: Slack, HubSpot, Google Drive, Dropbox, QuickBooks, Xero

Zapier integration

Connect to thousands of apps without custom code

Zapier integration available

Make.com integration

Build advanced automation scenarios visually

Make.com integration available

Pabbly Connect

Connect services without usage-based limits

Possible via API

Full REST API access

Build custom integrations with full system access

Full REST API available

Incoming & outgoing webhooks

Send and receive real-time events

Webhooks supported

PLATFORM

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Plutio

198/199

Teamwork

59/199

Mobile apps

Access your business from native mobile apps

iOS and Android apps available

iOS app

Full-featured iPhone app

Full iOS app available

Android app

Full-featured Android app

Full Android app available

Mac desktop app

Native macOS app for desktop workflows

Desktop app wraps the web version

Windows desktop app

Native Windows app for desktop workflows

Desktop app wraps the web version

Plutio vs Teamwork FAQ: common questions answered

Is Plutio a good alternative to Teamwork?

Plutio and Teamwork both handle project management, time tracking, and task dependencies. The key differences: Plutio includes proposals with interactive pricing, contracts with e-signatures, invoicing with online payment collection through Stripe and PayPal, and a white-labeled client portal at your custom domain. Teamwork focuses on project management and resource planning but lacks contracts, payment processing, and white-labeling. Plutio charges flat monthly pricing ($19-$199 per month), while Teamwork charges per user per month ($13.99-$54.99) with minimum user requirements.

Does Teamwork have invoicing?

Teamwork generates invoices from tracked time and fixed fees. Invoices export to PDF, HTML, XLS, and accounting tools like QuickBooks and Xero. But there is no built-in payment processing, no Stripe or PayPal integration, and no way for clients to pay directly from the invoice. Agencies using Teamwork push invoice data to QuickBooks or Xero and collect payments through those tools separately.

Does Teamwork have proposals or contracts?

Teamwork has a Quotes feature on the Scale plan at $54.99 per user per month (minimum 5 users). Quotes support line-item pricing with taxes and discounts, and accepted quotes can create projects. But there are no e-signatures and no interactive pricing where clients pick packages. The Deliver and Grow plans do not include Quotes at all. Teamwork has no contract creation, no contract templates, and no e-signatures on any plan.

How much does Teamwork cost for a team of 5?

Teamwork's Deliver plan costs $13.99 per user per month (minimum 3 users), so $69.95 per month for 5 users. The Grow plan costs $19.99 per user per month (minimum 5 users), so $99.95 per month. The Scale plan costs $54.99 per user per month (minimum 5 users), so $274.95 per month. These prices are for project management only. Adding Teamwork CRM (roughly $15 per user per month) and Teamwork Desk ($9.50-$33 per user per month) increases the total significantly. Plutio's Max plan covers projects, proposals, contracts, invoicing, and client portals for $199 per month with no per-user fees.

Can Teamwork clients see project progress?

Teamwork allows free client users on the Deliver plan and above. Clients can view tasks, comment on updates, and access shared files. 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 clients log into a fully branded portal at your custom domain with your logo, colors, and custom SMTP, so clients see your agency's brand exclusively.

Does Teamwork have a CRM?

Teamwork CRM exists, but it is a separate product with separate per-user pricing (roughly $15 per user per month). CRM is not included in any Teamwork project management plan. Plutio includes contact and client management within the same platform as projects, proposals, and invoicing, with no additional cost.

Can I white-label Teamwork with my agency's branding?

Teamwork offers custom domains 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 branded interface theming, no custom SMTP, and no full white-label experience. Plutio offers full white-labeling with custom domains (youragency.com), branded login pages, your logo and colors throughout the interface, and custom SMTP for emails from your domain.

Does Teamwork have automation?

Teamwork includes workflow automations that trigger on task status changes, due dates, and project events. Automations can update assignees, change statuses, and send notifications. However, the Deliver plan caps automations at 5,000 actions per month, and the Grow plan caps at 20,000 actions per month. Teamwork automations cannot trigger on proposal approval or payment receipt because those features don't exist in the platform.

Can Plutio replace Teamwork?

Plutio covers project management (Kanban, Gantt, List, Table, Calendar), time tracking, task dependencies, and team workload views, plus adds proposals, contracts, invoicing with payments, and a branded client portal. For agencies with 3-15 team members, Plutio replaces Teamwork plus the separate tools for proposals, contracts, and billing. For agencies with 20+ people who rely heavily on Teamwork's workload planning, AI scheduling, and utilization tracking, Teamwork's resource planning includes more for that use case.

How do I export my data from Teamwork?

Teamwork data export generates MySQL database dumps, which requires technical knowledge to work with. Teamwork previously offered an export assistance service at around $500. Alternatively, project lists, task data, and time logs can be exported as CSV reports through the platform or API. Plutio's importer accepts CSV files and maps fields like Client Name, Email, and Project Status directly.

Does Plutio have time tracking?

Yes. Plutio includes one-click timers on any task, manual time entry, billable and non-billable separation, custom rates per task, project, or client, and detailed time reports by client, project, or team member. Time data connects directly to invoicing, so generating an invoice from tracked hours takes one click and includes a full task-level breakdown.

Does Plutio have a mobile app?

Yes. 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.

What integrations does Plutio support?

Plutio connects to 5,000+ apps through Zapier, including Google Calendar, Stripe, PayPal, QuickBooks, Slack, and more. Plutio also has a REST API for custom integrations. Native integrations include calendar sync, payment processors (Stripe, PayPal, Square), and email services.

Does Plutio offer a free trial?

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

Is my data safe with Plutio?

Yes. Your data is private, encrypted, and never used to train AI models. Plutio uses industry-standard security practices including SSL encryption, regular backups, and GDPR compliance. Data can be exported at any time.

Does Teamwork have a free plan?

Yes. Teamwork offers a Free Forever plan for up to 5 users with 5 projects and 100MB of storage. The free plan includes basic task management and automations (100 actions per month) but does not include time tracking, invoicing, or Gantt charts. For most agencies, the free plan is too limited for client work.

Which tool is better for agencies with clients?

For agencies managing the full client relationship (proposals, contracts, projects, invoicing, and client communication), Plutio keeps everything in one platform. Teamwork handles project management and time tracking, but agencies need additional tools for proposals (PandaDoc or similar), contracts (DocuSign), invoicing with payments (FreshBooks or QuickBooks), and client communication (Slack or email). The choice depends on whether combining the full workflow matters more than Teamwork's workload planning and utilization tracking features.

How long has Plutio been around?

Plutio has been built and refined for over 10 years based on real freelancer and agency feedback. The platform is actively developed with regular updates and new features added based on user needs.

Does Teamwork have resource management?

Yes. Teamwork's Grow plan ($19.99 per user per month) includes workload planning, budget tracking, and an AI scheduler that distributes tasks based on team availability. The Scale plan ($54.99 per user per month) adds more resource utilization reports and multi-project capacity views. Resource management is one of Teamwork's main features for larger agencies running 20+ concurrent projects.

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. Custom roles with granular permissions let team members see only what they need. Contractors see assigned tasks only. Clients see their portal only. Internal notes stay hidden from external users.

Why do agencies switch from Teamwork to Plutio?

Most agencies switch for three reasons: they want proposals, contracts, and invoicing with payment collection in the same platform as project management instead of managing 3-4 separate tools. They want a white-labeled client portal at their own domain instead of showing the Teamwork brand to clients. And they want flat monthly pricing instead of per-user fees that scale up as the team grows. Teamwork covers project management and resource planning, but the full client workflow requires multiple additional tools and subscriptions.

Ready to connect your full client workflow?

From proposals to payments in one platform

Start your 14-day trial and see how proposals auto-create projects, invoices collect payments online, and clients see progress in their branded portal. No per-user fees.

No credit card required

Plutio - Your entire business, one login away