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Plutio vs Wrike: Complete Comparison (2026)

Wrike handles project management for internal teams, but there are no proposals, no contracts, no invoicing, no payment collection, and no client portal anywhere in the platform. Tasks get assigned, Gantt charts map out timelines, and workloads get balanced across teams... but once a project involves a paying client who needs a proposal, a signed contract, or a paid invoice, the entire revenue workflow moves to separate tools.

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 invoices, and a branded portal at your domain where clients check progress without emailing you.

Last updated February 2026

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Winner
9.2out of 10
All-in-One
Projects
Payments
Client Portal
Pricing
5.5out of 10
All-in-One
Projects
Payments
Client Portal
Pricing

Quick comparison (TLDR)

Wrike is a project management platform built around task management, Gantt charts, custom workflows, and cross-tagging. Enterprise teams use Wrike for resource management, proofing workflows, and request forms. The Free plan supports unlimited users with a 200 active task limit. The Team plan starts at $10 per user per month, and the Business plan at $24.80 per user per month adds time tracking, custom workflows, and automation. Wrike has no proposals, no contracts, no e-signatures, no invoicing, no payment collection, no appointment scheduling, and no client portal. 400+ integrations connect to external tools, but the client-facing workflow still requires separate subscriptions.

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 the template. Invoices collect payments through Stripe, PayPal, and Square. Clients log into a branded portal at a 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. Wrike handles project management, time tracking (Business plan and above), and cross-tagging, but has no invoicing, no contracts, no proposals, and no client-facing portal.
  • Flat pricing vs per-user fees: Plutio charges $19, $49, or $199 per month regardless of team size. Wrike charges $10-$24.80 per user per month on standard plans, so a 10-person team on the Business plan pays $248 per month for project management alone, before adding tools for invoicing, contracts, and proposals.
  • Client visibility: Plutio clients log into a branded portal at a custom domain to see tasks, files, invoices, and messages. Wrike has no client portal. External collaborators can be added as guest users, but there is no branded workspace, no custom domain, and no dedicated client experience.
  • Invoicing and payments: Plutio invoices connect to Stripe, PayPal, and Square so clients pay online directly. Wrike has no invoicing and no payment processing on any plan. Billing requires a completely separate tool.

Wrike covers internal project management with cross-tagging and proofing workflows when separate tools already handle client-facing work. Plutio handles the full client workflow from proposal to payment in one platform at flat pricing.

Project and task management

Both platforms treat project management as the core product. The question is what happens before and after the project, and whether the work connects to the rest of the client relationship.

Wrike

Project management built for internal teams. Wrike offers Gantt charts, Kanban boards, Table view, and List view. Tasks support dependencies, subtasks, custom fields, and custom statuses. Cross-tagging lets a single task appear in multiple projects without duplication. Request forms capture work intake from internal teams or external sources, and custom workflows define how tasks move through stages.

Wrike's project management works independently from the client lifecycle. There are no proposals, no way to auto-create a project when a client signs, and no connection between winning the work and starting the work. Every new client engagement requires manual project setup, even when the deliverables were already scoped in a separate proposal tool.


  • Gantt, Kanban, Table, List views
  • Task dependencies and subtasks
  • Cross-tagging (task in multiple projects)
  • Custom workflows and statuses
  • Request forms for work intake
  • 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

Time tracking without billing is just data collection. When tracked hours connect directly to invoices that clients can pay online, the billing cycle shrinks from days to minutes.

Wrike

Built-in time tracking on the Business plan and above. Wrike includes task-level time tracking with manual entry and timers on the Business plan ($24.80 per user per month). Time logs feed into workload views and resource planning. The Free and Team plans do not include time tracking at all.

Time tracking in Wrike is purely for internal tracking, not for billing. There is no invoicing, no billable rate management, no way to mark hours as billable or non-billable, and no way to generate an invoice from logged hours. Agencies and freelancers who track time in Wrike need to export the data, re-enter it in an invoicing tool like FreshBooks or QuickBooks, and then collect payment through a separate processor. Each billing cycle adds 30-60 minutes of manual data transfer.


  • Task-level time tracking (Business plan and above only)
  • Manual entry and timers
  • Time feeds workload planning
  • No billable rate management
  • No invoicing from time logs
  • No payment collection
  • No billable vs non-billable separation
  • Not available on Free or Team plans

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 data 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 estimates

The proposal is the first document a potential client sees. When it includes interactive pricing where clients choose packages and add-ons, close rates go up. When it auto-creates the project on approval, onboarding time drops to zero.

Wrike

No proposal or quoting features. Wrike does not include proposals, estimates, quotes, or any pre-project sales documentation on any plan. Freelancers and agencies using Wrike create proposals in separate tools like PandaDoc, Proposify, or Google Docs. The scope gets defined in one tool, then manually re-entered into Wrike as tasks when the project kicks off.

There is no link between the sales process and the actual project work. When a client approves a proposal in PandaDoc, nothing happens in Wrike automatically. Someone copies the scope, creates the project, adds tasks, and assigns team members by hand.


  • No proposal creation
  • No estimates or quotes
  • No interactive pricing
  • No proposal-to-project automation
  • No proposal analytics or view tracking
  • Requires external tools (PandaDoc, Proposify)

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 document stays connected to the work.

Wrike

No contract features at all. Wrike does not include contract creation, contract templates, or e-signatures anywhere in the platform, on any plan. Agencies and freelancers using Wrike create contracts in separate tools like DocuSign, HelloSign, or PandaDoc. The signed contract lives in one system, the project lives in Wrike, 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, HelloSign)

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 manual data transfer from one tool to another adds hours to every billing cycle. An invoice generated from tracked time with a pay button connected to Stripe gets paid in minutes.

Wrike

No invoicing or payment features. Wrike does not include invoice creation, invoice templates, or payment processing on any plan. There is no way to generate an invoice from tracked time, no way to send a bill to a client, and no payment gateway integration of any kind. Freelancers and agencies track time in Wrike, then manually re-enter billable hours into FreshBooks, QuickBooks, or Wave to create and send invoices.

For agencies billing multiple clients per month, each billing cycle means exporting time data from Wrike, opening a separate invoicing tool, rebuilding the line items, sending the invoice, and then checking a third tool to confirm payment arrived. Across 10-15 clients, this process adds 5-10 hours per month.


  • No invoice creation
  • No invoice templates
  • No payment processing
  • No Stripe or PayPal integration
  • No recurring billing
  • No time-to-invoice generation
  • Requires external 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.


  • 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

Clients want to check progress without emailing for updates. When they log into a portal, do they see your brand and domain, or a third-party tool they didn't choose?

Wrike

No dedicated client portal. Wrike allows external collaborators to be added as guest users. Guests can view and edit tasks they are assigned to, but there is no dedicated client workspace, no branded login, and no way for a client to see invoices, proposals, or project progress in a single view.

There is no custom domain, no white-labeling, no branded interface, and no way to remove the Wrike branding from the experience. Clients who receive guest access see the full Wrike interface, which is built for internal project management, not for client-facing communication. For freelancers and agencies that want clients to check progress under their own brand, Wrike offers no solution.


  • Guest user access to assigned tasks
  • No dedicated client portal
  • No custom domain
  • No white-labeling
  • No branded login pages
  • No client-facing dashboard
  • No custom SMTP for emails

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 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, and another teammate has no visibility into the conversation. Without a central inbox, context fragments across email threads.

Wrike

Task comments and @mentions, but no unified inbox. Wrike includes task-level comments, @mentions, and activity streams. Team members can tag others in comments and receive email notifications. Wrike also supports email integration that converts emails into tasks or comments.

There is no shared team inbox, no unified view of all client conversations, and no built-in messaging system for direct client communication. Client emails, task comments, and project updates live in separate places. Following a single client conversation means checking email, then checking Wrike comments, then checking whatever messaging tool the team uses. Most freelancers and agencies manage client communication through email and Slack alongside Wrike.


  • Task-level comments and @mentions
  • Activity stream and notifications
  • Email-to-task conversion
  • No shared team inbox
  • No unified client threads
  • No built-in messaging
  • 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 a team member is away, the rest of the 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 a 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 websites

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?

Wrike

Custom workflows and automation rules. Wrike includes custom workflows that define how tasks move through stages, plus automation rules that trigger on status changes, date arrivals, and task assignments. The Business plan and above support automation with conditions and actions like updating fields, moving tasks, sending notifications, and assigning users.

Wrike's automation covers task-level workflows, but because proposals, contracts, and invoicing don't exist in the platform, automation cannot connect the pre-project workflow to the actual project work. A new client signing a proposal can't auto-trigger a project in Wrike, and a completed project can't auto-generate an invoice, because those features aren't part of the platform.


  • Custom workflow stages
  • Task-based automation rules
  • Status change triggers
  • Date-based triggers
  • No proposal-to-project automation
  • No contract-based triggers
  • No payment-received triggers
  • No invoice generation 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

Proofing and approval workflows

Creative agencies send deliverables for client feedback. Does the review process happen inside the project, or through scattered email threads with vague comments like 'make the logo bigger'?

Wrike

Built-in proofing and visual markup. Wrike's proofing tools let team members and external reviewers annotate images, videos, and PDFs directly in the platform. Version comparison shows side-by-side changes. Approval workflows route deliverables through defined review stages before they are marked complete. Proofing stands out as one of Wrike's main features for creative teams.

Proofing requires the Business plan and above. The Free and Team plans do not include proofing or approval workflows.


  • Visual proofing on images, videos, PDFs
  • Version comparison (side-by-side)
  • Approval routing workflows
  • External reviewer access
  • Business plan required ($24.80/user/mo)

VS

Plutio

Deliverable approvals through the client portal. Plutio handles client approvals through the portal, where clients view deliverables, leave comments, and approve or request changes. Files attach directly to tasks and projects, so feedback stays connected to the specific work item. Version history tracks every iteration.

For agencies that need annotating directly on images or video frame-by-frame, Wrike's proofing tools cover more of that workflow. Plutio's approval workflow covers the common pattern of share, review, approve, but does not include visual markup on media files.


  • Client approval workflow in portal
  • File comments and feedback
  • Version history on all files
  • Task-level file attachments
  • Approval status tracking
  • No visual markup on images/video

Team permissions and scaling

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

Wrike

Role-based permissions with folder and project-level access. Wrike supports multiple user types: Regular, External, and Collaborator. Permissions control folder and project visibility. Admin roles manage workspace-wide settings. Guest access lets external users interact with specific tasks.

Per-user pricing means adding team members directly increases the monthly cost. A freelancer bringing on 3 contractors for a project adds $29.40-$74.40 per month on top of the existing bill. There is no flat pricing option that includes unlimited team members, so scaling the team always scales the cost.


  • Regular, External, Collaborator roles
  • Folder and project-level visibility
  • Admin controls for workspace settings
  • Guest access for external users
  • Per-user pricing scales cost with team size
  • No granular feature-level permissions

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. No per-user fees means the cost stays the same regardless of team size.


  • 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
  • Flat pricing regardless of team size
  • Timesheet approval workflow

Scheduling and appointments

Clients want to book discovery calls, kickoff meetings, and review sessions. When the scheduling tool lives inside the same platform as projects and invoices, every booking connects to the client record automatically.

Wrike

No appointment scheduling. Wrike does not include appointment booking, calendar scheduling, or any client-facing scheduling feature. Freelancers and agencies using Wrike book meetings through Calendly, Acuity, or Google Calendar, and none of those tools connect to Wrike projects or client records.

A new lead books a discovery call through Calendly, notes go into a Google Doc, and the proposal gets sent through PandaDoc. None of this data flows into Wrike automatically, so the project manager pieces together the client context from 3-4 different tools before the project even starts.


  • No appointment booking
  • No scheduling pages
  • No calendar sharing with clients
  • No booking-to-project connection
  • Requires external scheduling tool

VS

Plutio

Scheduling built into the client workflow. Plutio's scheduling feature lets clients book meetings directly from a branded booking page. Availability syncs with Google Calendar and Outlook so double-bookings don't happen. When a client books, the meeting connects to their client record, and automation can send prep materials, create a follow-up task, or trigger the next step in the workflow.

Different booking types handle discovery calls, project kickoffs, weekly check-ins, and review sessions, each with its own duration, availability, and follow-up actions. The booking page matches your brand and lives on your domain.


  • Branded booking pages
  • Google Calendar and Outlook sync
  • Multiple booking types
  • Auto-connect to client records
  • Buffer time between meetings
  • Automated follow-up actions
  • Team scheduling with round-robin
  • Available on all plans

Plutio vs Wrike: full feature comparison for 2026

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

PRICING

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Plutio

198/199

Wrike

59/199

Starting price

$19/month (Core plan)

$10/user/month (Team plan, billed annually, minimum seats may apply)

Free plan

No free plan (7-day trial available)

Free plan with unlimited users (200 active task limit)

Trial period

7-day free trial

14-day free trial

PROJECT MANAGEMENT

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Plutio

198/199

Wrike

59/199

Manage projects and tasks

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

Full project management with Gantt, Kanban, Table, and Calendar views

Project roles and permissions

Control exactly who can view or edit each part of a project

Role-based access with Admin, Regular, External, and Collaborator roles

Multiple task boards

Unlimited boards to run parallel workflows in the same project

Multiple folders and spaces with cross-tagging across projects

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

Share via guest access links (no public read-only links)

Project stages and milestones

Define custom project lifecycles for different types of work

Custom statuses and milestones with dependency tracking

Connected proposals, contracts, and invoices

Everything related stays connected to the project automatically

No proposals, contracts, or invoicing features

Custom project data fields

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

Custom fields on projects and tasks (Team plan and above)

Kanban boards

Drag-and-drop tasks across customizable columns

Board view with drag-and-drop

Table view

Bulk-edit tasks like a spreadsheet

Table view with sortable columns

List view

Clean task lists with clear hierarchy

List view included

Calendar view

See tasks and deadlines on a calendar

Calendar view for tasks and deadlines

Gantt view

Plan work visually with task order and dependencies

Interactive Gantt chart with dependencies and critical path

Subtasks

Break work down into multiple nested levels

Nested subtasks supported

Email to task

Turn emails into tasks without manual copying

Create tasks from emails

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 importance levels (High, Normal, Low)

Task labels & color coding

Use unlimited labels to visually organize tasks

Custom labels and color coding 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 and project templates with blueprints

Task permissions

Control access at the individual task level

Folder-level permissions (not per-task granularity)

Task dependencies

Prevent work from starting out of order

Finish-to-Start, Start-to-Start, Finish-to-Finish, and Start-to-Finish dependencies (Team plan and above)

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 (Team plan and above)

TIME TRACKING

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Plutio

198/199

Wrike

59/199

Time tracking system

Easily track time using timers or manual entries

Built-in time tracking on Business plan and above ($24.80/user/month)

Task-level tracking

Log time directly against tasks and subtasks

Track time per task (Business plan and above)

Project-level tracking

See time spent per project and per client

Track time per project (Business plan and above)

Billable time tracking

Clearly separate billable and non-billable time

Billable hours categorization (Business plan and above)

Billable time invoicing

Turn tracked time into invoices without extra steps

No invoicing feature (export time logs to external tools)

Timesheet reports

View detailed time reports by task, project, or client

Time reports with filters (Business plan and above)

Team timesheets

See how each team member tracks their time

Team time logs and approval workflows (Business plan and above)

PROPOSALS

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Plutio

198/199

Wrike

59/199

Create and send proposals

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

No proposal feature

Drag-and-drop proposal builder

Create custom, branded proposals without layout limits or code

No proposal feature

Reusable proposal templates

Reuse proven proposal layouts across clients

No proposal feature

Real-time proposal analytics

See exactly when proposals are opened and reviewed

No proposal feature

Live messenger on proposals

Answer questions directly while clients review proposals

No proposal feature

Proposal flow automation

Move from proposal to contract, invoice, or booking automatically

No proposal feature

Convert proposal to invoice

Create invoices directly from approved proposals

No proposal feature

Packages and add-ons

Offer upsells and add-ons directly inside proposals

No proposal feature

Interactive pricing tables

Let clients choose options before approving

No proposal feature

Dynamic data and variables

Auto-fill proposal content with client and project data

No proposal feature

Expiration dates

Automatically expire proposals after a set date

No proposal feature

PDF Export

Download as branded PDFs

Export projects and reports (no proposal PDFs)

Reusable content blocks

Create reusable proposal sections you can reuse on demand

No proposal feature

Legally binding e-signatures

Collect secure electronic signatures on proposals

No e-signature feature

Custom proposal data fields

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

No proposal feature

CONTRACTS

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Plutio

198/199

Wrike

59/199

Create and sign contracts

Create, send, and sign contracts in one continuous flow

No contract feature

Drag-and-drop contract builder

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

No contract feature

Legally binding e-signatures

Collect secure signatures with audit trails and signer verification

No contract feature

Multi-signature / signees

Collect signatures from multiple people on the same contract

No contract feature

Reusable contract templates

Reuse contract structures to create new agreements faster

No contract feature

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

No contract feature

Contract automation triggers

Trigger automated workflows the moment a contract is signed

No contract feature

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

No contract feature

Custom signer data fields

Collect structured signer information during signing

No contract feature

Custom contract data fields

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

No contract feature

INVOICES & PAYMENTS

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Plutio

198/199

Wrike

59/199

Create invoices and get paid

Send invoices and collect payments in one connected flow

No invoicing feature

Fully branded invoices

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

No invoicing feature

Drag and drop invoice builder

Create custom invoice layouts visually without formatting limits

No invoicing feature

Customizable line items

Edit pricing, quantities, descriptions, and structure freely

No invoicing feature

Item or invoice discounts

Apply discounts at the item or full invoice level

No invoicing feature

Customizable taxes

Create tax rules that match your location and use case

No invoicing feature

ACH payments

Accept bank transfers for lower-fee payments

No payment processing

Stripe integration

Accept credit and debit cards instantly

No payment processing

Square integration

Collect in-person payments when needed

No payment processing

PayPal integration

Let clients pay using PayPal

No payment processing

Flexible partial payments

Collect deposits and split payments across milestones

No payment processing

Payment plans

Break invoices into scheduled installments

No payment processing

Automated recurring invoices

Automatically send invoices on a recurring schedule

No invoicing feature

Subscription management

Manage ongoing client subscriptions and billing

No invoicing feature

Automated payment reminders

Follow up automatically until invoices are paid

No invoicing feature

Reusable invoice templates

Reuse invoice layouts without rebuilding each time

No invoicing feature

Multiple currency support

Bill clients globally in their local currency

No invoicing feature

Invoice automation triggers

Trigger automated workflows when invoices are sent or paid

No invoicing feature

View notifications

See when invoices are opened and paid

No invoicing feature

Built-in expense tracking

Track project-related costs alongside invoices

No expense tracking

Invoice deposits

Collect upfront payments before work starts

No invoicing feature

Auto-invoice billable time

Turn tracked time into invoices automatically

No time-to-invoice capability

Custom invoice data fields

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

No invoicing feature

INBOX

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Plutio

198/199

Wrike

59/199

Centralized unified inbox

Manage email, chat, and messages from one shared inbox

Activity stream and notifications (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

No live chat feature

Instant direct messages

Message teammates privately without leaving your workspace

Task comments and @mentions (no direct messaging)

Contextual project conversations

Keep conversations tied directly to the project they belong to

Task comments and project-level discussions

Team channels

Create shared spaces for team-wide discussions

No team channel system (use Slack integration)

Customized channels

Organize channels by team, topic, or workflow

No channel system

@mentions

Notify teammates instantly inside conversations

@mentions in task comments

Message read receipts

See when messages are read

No read receipts

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

No shared email inbox

Inbox mobile app

Access and respond to messages on mobile

iOS and Android apps with notifications

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

Wrike

59/199

Store and manage files

Keep all client and project files in one organized place

File storage and sharing on tasks and projects

Advanced folder organization

Organize files by project, client, or structure you choose

Folder-based organization with spaces and projects

Folder permissions

Control who can view or edit folders

Folder-level access controls

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 and folders

In-app previews

Preview files instantly without downloading

In-app file previews and proofing tools (Business plan and above)

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

Built-in Document Editor for Word, Excel, PDF, and images

Comments on files and docs

Leave comments directly on files and documents

Proofing and markup tools with comments (Business plan and above)

Bulk file actions

Move, tag, or manage many files at once

Limited bulk file operations

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, Box, SharePoint integrations

Secure sharing controls

Restrict access with permissions or passwords

Role-based sharing controls with external guest access

File sharing links

Share files externally with controlled access

Share via guest access (no direct file links)

SCHEDULING

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Plutio

198/199

Wrike

59/199

Schedule meetings

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

No scheduling feature

Branded booking page

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

No booking pages

Advanced availability management

Define flexible availability rules applied automatically to bookings

No scheduling feature

Automatic buffer times

Add buffer time automatically between meetings

No scheduling feature

Multiple meeting types

Create unlimited booking types with different rules and setups

No scheduling feature

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

No scheduling feature

Redirect after booking

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

No scheduling feature

Booking automation triggers

Trigger automated workflows the moment a meeting is booked

No scheduling feature

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

No scheduling feature

Custom booking forms

Build booking forms with full control over questions and layout

No scheduling feature

Minimum notice / daily booking limits

Set booking limits to control lead time and daily volume

No scheduling feature

Rescheduling and cancellation controls

Define flexible rules for rescheduling and cancellations

No scheduling feature

AUTOMATION

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Plutio

198/199

Wrike

59/199

Automated workflows builder

Build advanced workflows visually without code or rigid templates

Rule-based automation engine (Team plan and above, 50-1000 actions/seat/month)

Trigger-based workflows

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

Task-based triggers: status change, assignee change, due date (Team plan and above)

Schedule-based workflows

Run workflows on schedules you control, not fixed intervals

Recurring task scheduling (no independent time-based triggers)

Multi-step workflows

Chain multiple actions into one continuous automation

Multi-step automations with conditions (Business plan and above)

True/False branching

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

Conditional logic in automations (Business plan and above)

Delay-based actions

Add precise timing between steps, down to minutes or days

No delay-based automation actions

Create & update records

Create, update, or move records automatically across the system

Auto-create tasks and update statuses (Team plan and above)

Move & duplicate records

Reorganize work automatically without manual cleanup

Move tasks between projects (no auto-duplicate rules)

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

REST API and webhooks available

Send emails

Send automated emails tied to real workflow events

Email notifications on triggers (no custom email templates in automations)

Post comments

Add notes or comments automatically where work happens

Auto-comment via automations (Business plan and above)

Complete automation logs

See exactly what ran, when, and why

Audit log for automation activity (Enterprise and Pinnacle plans)

Auto-fill data/variables

Pass data between steps dynamically without manual mapping

Formula and custom field mapping (no dynamic automation variables)

Cross-entity connections

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

Cross-project automations (Business plan and above)

FORMS

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Plutio

198/199

Wrike

59/199

Create branded forms

Build fully branded forms that match your workflow and client experience

Request forms for intake management (basic, no branding)

Drag-and-drop form builder

Design forms visually with full layout control, no code required

Request form builder (no drag-and-drop layout control)

Reusable form templates

Reuse form structures without rebuilding from scratch

Request form templates available

Custom form data fields

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

Custom fields on request forms

Smart conditional logic

Show or hide fields based on responses, not static forms

Conditional logic with follow-up questions and dynamic routing

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 (Team plan and above)

Embed forms

Embed forms anywhere without layout restrictions

Embeddable request forms via HTML/iframe code

Advanced field preferences

Control required, hidden, and default field behavior

Basic field settings on request forms

Comprehensive field types

Collect text, files, dates, selections, and more

Text, date, select, and file 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 supported on request forms

Redirect after submission

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

No form redirect feature

CRM

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Plutio

198/199

Wrike

59/199

Manage clients and leads

Manage contacts and companies in one connected system

No built-in CRM (use Salesforce integration)

Full company management

Track organizations, not just individual contacts

No company management (use CRM integrations)

Custom contact data fields

Collect and manage structured contact data you define

No CRM fields (use Salesforce or HubSpot integration)

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

No contact tagging or grouping

WIKI

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Plutio

198/199

Wrike

59/199

Comprehensive knowledge base

Create an internal wiki for processes, docs, and guides

Wrike Spaces (available on higher plans only)

Beautiful rich text pages

Write structured, formatted content without complexity

Rich text editor in Wrike Spaces (higher plans only)

Unlimited nested pages

Build deep knowledge hierarchies without limits

Nested pages in Wrike Spaces (higher plans only)

Granular page permissions

Control exactly who can view or edit each page

Folder-level permissions apply to Wrike Spaces

DASHBOARDS

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Plutio

198/199

Wrike

59/199

Custom dashboards and pages

Build dashboards around what matters to you, not fixed metrics

Customizable dashboards with widgets and reports

Drag-and-drop dashboard builder

Design dashboards visually with full layout control

Widget-based dashboard with drag-and-drop repositioning

Charts widget

Visualize data with customizable charts

Custom charts and reporting widgets

Metrics widget

Track key numbers without manual reporting

Project status and workload metrics

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

No financial widgets (no invoicing or payments)

BRANDING

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Plutio

198/199

Wrike

59/199

White-label and branding

Run the entire platform under your brand

Wrike branding always visible (no white-label)

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

Login pages cannot be customized

Email branding

Send all system emails with your branding

Logo in email notifications

Custom brand fonts

Use your own fonts throughout the platform

No custom fonts

Custom brand logos

Replace all platform logos with your own

Workspace logo only

Custom domain name

Run everything on your own domain

No custom domain

Custom email SMTP

Send emails from your own email infrastructure

No custom SMTP

Full workspace embedding

Embed Plutio directly into your website or product

No workspace embedding

CUSTOMIZATION

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Plutio

198/199

Wrike

59/199

Flexible workspace setup

Shape the platform to match how your business works

Configurable workspaces with custom workflows and statuses

Main menu editor

Add, remove, or reorder navigation items freely

Sidebar can be rearranged (no full menu editor)

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 (Admin, Regular, External, Collaborator)

Advanced user permissions

Control access at a granular level

Granular folder and project-level permissions

SSO / OAuth

Support enterprise-grade single sign-on

SAML SSO on Enterprise and Pinnacle plans only

INTEGRATIONS

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Plutio

198/199

Wrike

59/199

Connect with other tools

Integrate with external systems without lock-in

400+ integrations: Salesforce, Jira, GitHub, Slack, MS Teams, Adobe

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 via API

PLATFORM

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Plutio

198/199

Wrike

59/199

Mobile apps

Access your business from native mobile apps

iOS, Android, and desktop apps

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

Mac desktop app (wraps web version)

Windows desktop app

Native Windows app for desktop workflows

Windows desktop app (wraps web version)

Plutio vs Wrike FAQ: common questions answered

Is Plutio a good alternative to Wrike?

Plutio and Wrike both handle project management with Gantt charts, Kanban boards, 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 a custom domain. Wrike focuses on internal project management with cross-tagging, proofing, and automation but has no invoicing, no contracts, no proposals, and no client portal. Plutio charges flat monthly pricing ($19-$199 per month), while Wrike charges per user per month ($10-$24.80 on standard plans).

Can Plutio replace Wrike?

Plutio covers project management (Kanban, Gantt, List, Table, Calendar), time tracking, task dependencies, and team workload views, plus adds proposals, contracts, invoicing with payments, scheduling, and a branded client portal. For freelancers and agencies managing client work, Plutio replaces Wrike plus the 4-5 separate tools needed for proposals, contracts, billing, and scheduling. For internal teams that rely on Wrike's cross-tagging and visual proofing tools, those specific features cover more in Wrike.

Does Plutio offer a free trial?

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

Does Wrike have invoicing?

No. Wrike does not include invoicing, billing, or payment processing on any plan. Freelancers and agencies using Wrike generate invoices in separate tools like FreshBooks, QuickBooks, or Wave, then collect payments through a separate processor. Plutio includes invoicing with Stripe, PayPal, and Square payment collection on all plans.

Does Wrike have contracts or e-signatures?

No. Wrike does not include contract creation, contract templates, or e-signatures anywhere in the platform, on any plan. Agencies using Wrike manage contracts through separate tools like DocuSign or HelloSign. Plutio includes a drag-and-drop contract builder with e-signatures, audit trails, and automatic connection to proposals and projects.

How much does Wrike cost compared to Plutio?

Wrike's Free plan supports unlimited users with a 200 active task limit. The Team plan costs $10 per user per month and the Business plan costs $24.80 per user per month (billed annually). Enterprise and Pinnacle plans use custom pricing. A 10-person team on the Business plan pays $248 per month for project management alone. Plutio's Core plan costs $19 per month, Pro $49, and Max $199. No per-user fees. Plutio includes proposals, contracts, invoicing, and client portals that Wrike does not have at all.

Can I white-label Plutio with my own branding?

Yes. Plutio includes white-labeling with custom domains, branded login pages, logo and colors throughout, custom SMTP for email, and CSS customization. Clients see the freelancer's brand, not Plutio.

Is Wrike or Plutio better for agencies?

It depends on the type of agency work. Wrike handles internal project management with Gantt charts, proofing, cross-tagging, and resource management for larger teams. But agencies that manage the full client relationship need proposals, contracts, invoicing, and a client portal, and those features don't exist in Wrike. Plutio covers both the project management and the client-facing workflow in one platform at flat pricing, so it fits better for agencies billing clients directly.

Can I import data from Wrike into Plutio?

Yes. Wrike supports data export through its built-in export features and API. Project data, tasks, and time logs export as XLS or CSV files. Plutio's importer accepts CSV files and maps fields like Client Name, Email, Project Name, and Task Status directly. For large migrations, Plutio's support team assists with bulk data mapping.

Does Wrike have a client portal?

No. Wrike does not include a dedicated client portal. External collaborators can be added as guest users to view and edit assigned tasks, but there is no branded workspace, no custom domain, no white-labeling, and no dedicated client experience. Plutio includes a fully branded client portal where clients see tasks, files, invoices, and messages under the freelancer's or agency's own brand and domain.

Does Wrike have a free plan?

Yes. Wrike offers a Free plan for unlimited users (200 active task limit) with basic task management, board and table views, file sharing, and 2GB of storage. The Free plan does not include Gantt charts, time tracking, automation, custom workflows, or proofing. For freelancers managing client work, the Free plan lacks most of the features needed for running client projects.

Does Wrike have time tracking?

Yes, but only on the Business plan ($24.80 per user per month) and above. The Free and Team plans do not include time tracking. Wrike's time tracking covers task-level logging, but there is no billable rate management, no billable vs non-billable separation, and no way to generate invoices from tracked time. Plutio includes time tracking on all plans with one-click invoice generation from logged hours.

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 have a mobile app?

Yes. Plutio has native iOS and Android apps for managing projects, communicating with clients, tracking time, and sending invoices on the go. The mobile apps sync in real-time with the web platform.

Is my data safe with Plutio?

Yes. All 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.

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 Plutio have a unified inbox?

Yes. Plutio has a unified inbox where multiple email accounts connect into one place. Client emails automatically sort into conversation threads. The whole team shares one inbox so no one misses urgent requests. Live chat can also be embedded on a website.

Does Wrike have proofing and approval tools?

Yes. Wrike includes proofing tools on the Business plan and above that let reviewers annotate images, videos, and PDFs directly in the platform. Version comparison shows side-by-side changes, and approval workflows route deliverables through review stages. Proofing is one of Wrike's main features for creative teams. Plutio handles deliverable approvals through the client portal, but does not include visual markup on media files.

Does Wrike have appointment scheduling?

No. Wrike does not include appointment booking, scheduling pages, or any client-facing scheduling feature on any plan. Freelancers and agencies using Wrike book meetings through Calendly, Acuity, or Google Calendar separately. Plutio includes branded booking pages with calendar sync, buffer time, and multiple booking types on all plans.

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 freelancers switch from Wrike to Plutio?

Most freelancers switch for three reasons: they need invoicing and payment collection in the same platform as project management instead of juggling FreshBooks or QuickBooks alongside Wrike. They want a branded client portal where clients check progress, approve deliverables, and pay invoices, instead of adding guests to the internal task board. And they want flat monthly pricing instead of per-user fees that grow with every contractor or team member added.

Ready to stop juggling 5 tools for client work?

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