What this looks like in real life
A client finds your website, likes your work, and fills out your inquiry form. What happens next?
With Trello, here is how it usually goes:
- You create a board for the project with lists like To Do, In Progress, and Done
- Tasks become cards that move through columns as work progresses
- You add a Power-Up for time tracking, but hours stay in the Power-Up
- You switch to FreshBooks or QuickBooks to create an invoice
- You recreate line items manually because nothing connects
- The client asks for a status update and you share the whole board or send an email
With Plutio, here is how it works:
- The client signs your proposal and a project is created automatically
- Tasks are already assigned with due dates from your template
- You track time on tasks with one click and the hours attach to the project
- You generate an invoice and the tracked hours become line items automatically
- The client logs into their branded portal and sees their project progress
- You upload deliverables to the project. They download from the same place.
Trello covers visual task organization with Kanban boards. Plutio handles the task organization plus the business workflow that actually pays you: proposals that create projects, time tracking that feeds invoices, and client portals where clients see progress without emailing you.
Where Plutio wins (the proof)
These are verifiable differences, not opinions.
1. Invoicing: Plutio has it, Trello does not
Trello: No invoicing at all. No invoice builder, no payment collection, no subscription management. You need QuickBooks, FreshBooks, or Wave for billing.
Plutio: Drag-and-drop invoice builder, subscription management for recurring billing, payment plans with installments, and payment collection through Stripe, Square, PayPal, or ACH.
The proof: Trello's official features page lists boards, lists, cards, and Power-Ups. Invoicing is not mentioned because it does not exist.
2. Time tracking: Built-in vs add-on
Trello: Requires third-party Power-Ups like Clockify or Everhour. Time data lives in the Power-Up, not in Trello, and has no connection to billing.
Plutio: Built-in time tracking at the task level. One-click timers, billable rates per project or client, and one-click invoice generation from time logs.
The proof: G2 reviewers consistently mention needing external tools for time tracking and invoicing when using Trello for client work.
3. Client portals: Branded workspace vs shared board
Trello: You can invite clients as guests to view boards, but they see your internal workspace with Trello branding. No way to hide internal cards or create a dedicated client view.
Plutio: Clients log into a branded portal at your custom domain. They see only what you choose to share: tasks, files, and progress. Your internal workflow stays private.
The proof: Search Trello's official support documentation for custom domains or white-labeling. The features do not exist.
When Trello might still work
No tool fits every workflow. Trello might still work if:
- You only need task visualization. If your workflow is internal team organization with no client billing, Trello's Kanban boards handle that without extra features you will not use.
- You already have billing tools you love. If QuickBooks and Harvest are working for you and you just need better task boards, Trello keeps things simple.
- You want a free tier. Trello's free plan includes unlimited cards, up to 10 boards per workspace, and basic Power-Ups. Plutio has a 14-day trial but no permanent free tier.
- You prefer the Power-Up ecosystem. Trello has 200+ Power-Ups that add specific features. If you want to pick and choose exactly what connects to your boards, Trello offers that flexibility.
But if you need project management connected to invoicing, time tracking, contracts, and client portals in one platform, Plutio fits better.
Why they switched: real outcomes
What happens when Trello users switch to Plutio?
West 7th Design Studio reduced client support requests by 90% after switching. Clients got one branded portal to see progress instead of chasing updates through email or shared Trello boards. Their workflow stayed in one place instead of scattered across Trello, QuickBooks, and email.
YazMarketing increased their sales pipeline by 80% after moving to Plutio. Connecting proposals directly to projects meant less manual handoff, faster client onboarding, and more capacity to take on new work.
These results come from connecting the full workflow. When proposals flow into projects automatically, when time tracked becomes invoice line items, and when clients can check their own portal, the admin overhead drops and capacity for real work increases.
Final verdict
Trello and Plutio approach work management from different angles. Both are well-rated: Plutio holds a 4.4/5 on G2 while Trello has a 4.4/5 rating with over 13,000 reviews.
Trello has built effective visual task management. Kanban boards are simple to learn and widely adopted. Power-Ups extend functionality when you need calendar views, automation, or integrations. For teams who primarily need internal task organization, Trello delivers.
The limitations appear when freelancers need to bill clients. Trello has no invoicing, no native time tracking, no proposals, no contracts, and no client portals. Each business function requires a separate tool: QuickBooks for invoicing, Harvest for time tracking, PandaDoc for proposals. You end up switching between apps, recreating client data in each one, and manually keeping everything in sync.
Plutio handles task management with Kanban boards and Gantt charts, then connects that work to everything else a freelancer needs. Proposals become projects automatically. Time tracked on tasks flows into invoices with one click. Clients see progress in a branded portal instead of shared Trello boards.
The bottom line: Trello covers visual Kanban boards for internal task management when separate tools handle billing, contracts, and client communication. Plutio handles project management connected to invoicing, time tracking, proposals, contracts, and client portals in one platform where everything talks to each other.
How to switch from Trello to Plutio
Switching from Trello to Plutio means keeping your project structure while adding invoicing and client portals.
Step 1: Export your Trello data
Download your boards as JSON files from Trello's export feature. Each board exports with all cards, lists, labels, and attachments.
Step 2: Import into Plutio
Upload the JSON or recreate your project structure in Plutio. Map Trello lists to Plutio statuses (To Do becomes To Do, In Progress stays In Progress).
Step 3: Set up your project templates
Create project templates for your common workflows. Include all the tasks, subtasks, dependencies, and time estimates that Trello could not support.
Step 4: Configure your client portal
Set up your custom domain, add your branding, and configure what clients can see. When ready, invite clients into their new branded workspace.
Research & Sources
Every comparison and price point on this page is backed by direct research conducted in January 2026. We verify data across official product pages, user reviews, and third-party analysis to ensure accuracy.
Pricing verification sources
- Plutio: Official pricing, GetApp reviews
- Trello: Official pricing, G2 reviews
Verification methodology
For each feature in the comparison table:
- We consult official product documentation
- We verify with multiple third-party sources (G2, GetApp, TrustRadius)
- 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.
