| | $19/month (Start plan, $15/month annual) | $59/month (Starter plan, $39/month annual) |
| No free plan (14-day trial available) | No free plan (14-day trial) | No free plan (14-day trial available) |
| | | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Flexible project management with multiple modules | Basic task tracking only (no Gantt, no Kanban boards, no dependencies) |
Project roles and permissions | Control exactly who can view or edit each part of a project | You can control project access using roles and permission rules | Client portal access controls (no granular project roles) |
| Unlimited boards to run parallel workflows in the same project | You can create multiple boards, but each must be configured manually | Single task board with filtered views (My tasks, Team tasks, Client tasks) |
Embeddable project boards | Live project boards embedded into client portals or websites | You cannot embed live project boards externally | No embeddable project boards |
| Read-only public links for sharing progress without risk | You can share projects using permission-based access | No shareable project boards |
Project stages and milestones | Define custom project lifecycles for different types of work | You can define stages and milestones per project | No project stages or milestones |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Modules are separate but can be linked manually | Contracts and invoices are separate modules (no auto-linked lifecycle) |
Custom project data fields | Track, sort, filter, and report on custom project data | | No custom project data fields |
| Drag-and-drop tasks across customizable columns | You can view and manage tasks in Kanban boards | Basic task board (no full Kanban columns or drag-and-drop) |
| Bulk-edit tasks like a spreadsheet | You can view records in tables, but columns and behavior are rigid | |
| Clean task lists with clear hierarchy | You can manage tasks in a standard list view | Basic task list within projects |
| See tasks and deadlines on a calendar | You can see tasks and deadlines on a calendar | No calendar view for tasks |
| Plan work visually with task order and dependencies | No native Gantt chart view | |
| Break work down into multiple nested levels | You can break tasks into subtasks | |
| Turn emails into tasks without manual copying | | No email-to-task conversion |
| Keep discussions tied directly to each task | You can comment directly on tasks | Task-level comments with activity feed |
| Store files directly on the task they belong to | You can attach files directly to tasks | Task-level attachments (upload, drag-and-drop, paper clip) |
| Define priority levels that fit your workflow | You can assign priorities to tasks | |
Task labels & color coding | Use unlimited labels to visually organize tasks | You can label and color-code tasks | No task labels or color coding |
| Assign tasks to one or multiple teammates | You can assign multiple people, but coordination is manual | No multiple task assignees |
| Reuse task-level structures across projects | You can reuse task templates | |
| Control access at the individual task level | Permissions are controlled by roles, not per-task rules | No task-level permissions |
| Prevent work from starting out of order | Task dependencies require Pinnacle plan ($99/month) | |
| Automate repeating work with flexible schedules | You can create recurring tasks | |
| Add task-level fields for tracking custom details | | No custom task data fields |
| Easily track time using timers or manual entries | You can track time using timers or manual entry | |
| Log time directly against tasks and subtasks | You can track time directly on tasks | No task-level time tracking |
| See time spent per project and per client | You can track total time per project | No project-level time tracking |
| Clearly separate billable and non-billable time | You must manually define what counts as billable | No billable time tracking |
| Turn tracked time into invoices without extra steps | Tracked time can be invoiced with manual confirmation | No billable time invoicing |
| View detailed time reports by task, project, or client | You can generate detailed time reports | |
| See how each team member tracks their time | You can view time logs per team member | |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Proposals with line items and attachments | |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | You can edit proposals visually, but layout control is complex | |
Reusable proposal templates | Reuse proven proposal layouts across clients | You can use prebuilt proposal templates | |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | You can see status changes, not detailed viewing analytics | |
Live messenger on proposals | Answer questions directly while clients review proposals | You cannot message clients inside proposals | |
| Move from proposal to contract, invoice, or booking automatically | Limited proposal-to-booking flow | |
Convert proposal to invoice | Create invoices directly from approved proposals | You can convert proposals to invoices with manual steps | |
| Offer upsells and add-ons directly inside proposals | You can create packages using configuration rules | |
Interactive pricing tables | Let clients choose options before approving | Pricing tables exist but do not update dynamically | |
Dynamic data and variables | Auto-fill proposal content with client and project data | You can use variables to auto-fill proposal content | |
| Automatically expire proposals after a set date | You can set proposal expiration dates | |
| | You can download proposals as PDFs | Export documents from the portal (not proposal-specific) |
| Create reusable proposal sections you can reuse on demand | You can reuse content via templates, not blocks | |
Legally binding e-signatures | Collect secure electronic signatures on proposals | Clients can sign proposals online | E-signatures on contracts |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | Custom fields available with configuration | |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | | Contracts with e-signatures included |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | Contracts use structured templates, not free-form builders | Template-based contract editor (no drag-and-drop) |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | Contracts support legally binding signatures | E-signatures with legal validity on contracts |
Multi-signature / signees | Collect signatures from multiple people on the same contract | You can add multiple signers to contracts | Multi-party signing with completion notifications |
Reusable contract templates | Reuse contract structures to create new agreements faster | You can use predefined contract templates | Reusable contract templates available |
Auto-reminders automation | Automatically follow up until contracts are signed | Signing reminders send automatically | Basic reminders for pending actions |
| Auto-fill contract content with client and project data | Variables auto-fill contract fields | Basic merge fields for client data |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Contracts can trigger workflows only if configured | Basic workflow triggers on contract events |
| See when contracts are opened and reviewed | You receive notifications when contracts are viewed or signed | Notifications when contracts are viewed or signed |
PDF download with signature certificate | Download signed contracts with official proof of signature | Signed contracts can be downloaded with certificates | Download signed contracts (no signature certificate documented) |
Custom signer data fields | Collect structured signer information during signing | Signer fields are configurable with limits | Standard signer fields (name and email) |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Custom fields available with configuration | Variable input fields in contracts |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Full invoicing with payment tracking | Invoicing with Stripe integration (one-time and recurring) |
| Match invoices to your brand with custom logos, colors, and layout | Invoices support logos, colors, and branding | White-label branded invoices on higher plans |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Visual builder but complex setup | Template-based invoice editor (not drag-and-drop) |
| Edit pricing, quantities, descriptions, and structure freely | You can edit invoice line items | Customizable line items on invoices |
Item or invoice discounts | Apply discounts at the item or full invoice level | You can apply discounts to invoices | |
| Create tax rules that match your location and use case | You can configure tax rates | |
| Accept bank transfers for lower-fee payments | You can accept bank payments | ACH payments supported (including instant ACH via Plaid) |
| Accept credit and debit cards instantly | You can accept payments through Stripe | Full Stripe integration for payment processing |
| Collect in-person payments when needed | You cannot accept payments via Square | |
| Let clients pay using PayPal | You can accept payments via PayPal | No PayPal integration (Stripe only) |
Flexible partial payments | Collect deposits and split payments across milestones | You can accept partial payments | Deposit requests available |
| Break invoices into scheduled installments | You can split invoices into installments | Recurring invoicing supported |
Automated recurring invoices | Automatically send invoices on a recurring schedule | You can schedule recurring invoices | Recurring invoices with Stripe subscriptions |
| Manage ongoing client subscriptions and billing | Subscriptions can be managed with setup | Subscription billing via Stripe |
Automated payment reminders | Follow up automatically until invoices are paid | Payment reminders send automatically | Automated payment reminders included |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | You can reuse invoice templates | |
Multiple currency support | Bill clients globally in their local currency | You can invoice in multiple currencies with account limits | Currency support via Stripe (limited to Stripe-supported currencies) |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Contracts can trigger workflows only if configured | Basic automation triggers on invoice events |
| See when invoices are opened and paid | You receive notifications when contracts are viewed or signed | Notifications when invoices are viewed or paid |
Built-in expense tracking | Track project-related costs alongside invoices | | |
| Collect upfront payments before work starts | You can request invoice deposits | Deposit requests available |
Auto-invoice billable time | Turn tracked time into invoices automatically | Time can be invoiced with manual confirmation | No time tracking to invoice |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Custom fields available with configuration | No custom invoice data fields |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Messages are grouped by module, not unified | Client messaging within the portal (not a unified inbox) |
| Connect and manage all your email accounts in one place | You can sync external email accounts | Reply via email to portal messages (no full email sync) |
| Add real-time chat to your website and client portals | Live chat is available via portal widgets | |
| Message teammates privately without leaving your workspace | Direct messages exist with limits | No team direct messaging (client messaging only) |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Context depends on where the message was sent | Client messages tied to the portal context |
| Create shared spaces for team-wide discussions | You cannot create team chat channels | |
| Organize channels by team, topic, or workflow | | |
| Notify teammates instantly inside conversations | @mentions work in specific areas only | |
| See when messages are read | Read receipts are not consistently visible | |
| Share files directly inside conversations | Files are attached to records, not chat threads | File sharing within the client portal |
| Collaborate on incoming emails as a team | Limited team email sharing | |
| Access and respond to messages on mobile | Mobile app has limited inbox features | Mobile-responsive portal (no native mobile app) |
| Reply from your email client and keep conversations synced | Limited email reply support | Reply via email to messaging notifications |
| Keep all client and project files in one organized place | You can store and manage files centrally | File sharing and storage within the client portal |
Advanced folder organization | Organize files by project, client, or structure you choose | Project-based file sections | Basic file organization within the portal |
| Control who can view or edit folders | | Client portal access controls for files |
| Group files by person when needed | Files are project-attached only | No person-based file organization |
| Keep files scoped to each project | Project-based file sections | Files organized within client portal sections |
| Preview files instantly without downloading | Preview via project files | Basic file previews in the portal |
| Capture file metadata you can sort and filter | You can add custom fields across modules | No custom file metadata fields |
| Create and edit documents directly inside Plutio | | No built-in document editor |
Comments on files and docs | Leave comments directly on files and documents | Comments on project files | No file commenting system |
| Move, tag, or manage many files at once | | |
| Find files quickly using search and filters | Search within project files | Basic file search within the portal |
| Sync files with Google Drive or Dropbox | | No native cloud storage sync |
| Restrict access with permissions or passwords | Role-based sharing controls | Portal-based access controls for file sharing |
| Share files externally with controlled access | Project-based sharing only | Files shared via client portal access |
| Let clients book meetings directly without back-and-forth emails | Scheduler with calendar sync | Limited scheduling via Calendly embed (not native) |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Booking pages support custom branding | No native booking page (relies on Calendly embed) |
Advanced availability management | Define flexible availability rules applied automatically to bookings | You can define availability rules | No native availability management |
| Add buffer time automatically between meetings | You can add buffer times to bookings | No native buffer times (relies on Calendly) |
| Create unlimited booking types with different rules and setups | You can offer multiple booking types | No native meeting types (relies on Calendly) |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | | No native calendar sync (relies on Calendly embed) |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Confirmation messages have limited customization | No native booking confirmations |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | Redirects require workflow configuration | No native booking redirects |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Contracts can trigger workflows only if configured | Basic workflow triggers available |
| Send automatic reminders without manual follow-ups | Meeting reminders send automatically | No native meeting reminders |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Timezones adjust automatically | Portal handles timezones (no booking-specific detection) |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | Payments via integrations only | No paid appointment scheduling |
| Build booking forms with full control over questions and layout | You can customize booking forms | |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | You can set booking limits | |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Clients can reschedule or cancel bookings | No native scheduling controls |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Workflow automation with triggers | Basic workflow automations (triggers and actions) |
| Start workflows from real events across projects, clients, and payments | You can build trigger-based workflows | Basic event triggers for automations |
| Run workflows on schedules you control, not fixed intervals | Workflows can run on schedules | No schedule-based workflows |
| Chain multiple actions into one continuous automation | You can chain multiple automation steps | Basic multi-step automations |
| Create conditional paths instead of one-size-fits-all flows | Conditional logic is supported | |
| Add precise timing between steps, down to minutes or days | | No delay-based automation actions |
| Create, update, or move records automatically across the system | Records can be created automatically with setup | Basic record creation via automations |
| Reorganize work automatically without manual cleanup | Records can be duplicated automatically | No auto-move or duplicate rules |
| Automatically archive or remove records based on rules | Deletion requires safeguards and rules | No auto-delete or archive rules |
| Trigger or receive real-time events from external systems | You can trigger API calls and webhooks | API access and Zapier integration available |
| Send automated emails tied to real workflow events | Emails can be sent automatically | Basic email notifications from automations |
| Add notes or comments automatically where work happens | Comments can be posted via workflows | No automated comment posting |
| See exactly what ran, when, and why | Automation activity is logged | No automation activity logs |
| Pass data between steps dynamically without manual mapping | Variables work across automation | Basic merge fields for client data |
| Run workflows that span projects, tasks, proposals, invoices, and more | Actions can trigger across modules | Limited cross-entity automation scope |
| Build fully branded forms that match your workflow and client experience | Form builder with file uploads | Forms and intake (no native conditional logic) |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Contracts use structured templates, not free-form builders | Form builder with field configuration (not full drag-and-drop) |
| Reuse form structures without rebuilding from scratch | You can reuse form templates | Basic form templates available |
| Collect structured data you can sort, filter, and report on | You can add custom fields across modules | Custom fields on forms with multiple field types |
| Show or hide fields based on responses, not static forms | Fields can change based on answers | No native conditional logic (available via Typeform/Jotform embeds) |
Instant email notifications | Get notified immediately when forms are submitted | Notifications can send on submission | Email notifications on form submission |
| Trigger automated workflows when a form is submitted | Contracts can trigger workflows only if configured | Form submissions can trigger basic automations |
| Embed forms anywhere without layout restrictions | Forms can be embedded on websites | Embeddable forms on websites |
Advanced field preferences | Control required, hidden, and default field behavior | Field behavior options are limited | Basic field settings (required/optional) |
Comprehensive field types | Collect text, files, dates, selections, and more | Most common field types are available | 5 question types: short text, long text, single select, multi select, file upload |
| Collect legally binding signatures directly inside forms | Forms can include signatures | E-signatures via contract documents (not form fields) |
| Accept file uploads as part of form submissions | | File upload fields on forms |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | Redirects after submission are supported | Basic confirmation page (limited redirect options) |
| Manage contacts and companies in one connected system | Full CRM with lead portals | Basic client management within the portal (no pipeline or deals) |
| Track organizations, not just individual contacts | You can group contacts into companies | Client and company management with company-level channels |
Custom contact data fields | Collect and manage structured contact data you define | CRM fields are customizable | Custom fields with visibility rules and client-editable options |
Complete activity timeline | See every interaction with a client in one place | Activity history exists across modules | Basic client interaction history |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Contacts can be tagged and segmented | Tag-based custom fields for client segmentation |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | You can create internal knowledge bases | Client-facing helpdesk and knowledge base |
Beautiful rich text pages | Write structured, formatted content without complexity | | Rich text articles with images and embeds |
| Build deep knowledge hierarchies without limits | | |
Granular page permissions | Control exactly who can view or edit each page | | Tag-based article visibility rules |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | | Fixed dashboard overview (not customizable) |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | Widget-based, no drag-drop | No drag-and-drop dashboard builder |
| Visualize data with customizable charts | | |
| Track key numbers without manual reporting | | Basic business metrics displayed |
| Monitor progress toward defined goals | | |
| Add contextual notes directly to dashboards | | No notes widget on dashboard |
| View upcoming events alongside work and metrics | Limited calendar integration | |
| Track revenue and expenses in the same view | | Basic revenue and invoice tracking |
| Run the entire platform under your brand | Full white-label with custom domains | Full white-label with custom domain on higher plans |
| Apply your brand colors across the system | UI theme options are limited | Brand colors on client portal (higher plans) |
| Fine-tune styling beyond basic theming | Custom CSS is supported with constraints | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Login and signup pages can be customized | Branded portal login page |
| Send all system emails with your branding | | |
| Use your own fonts throughout the platform | Font selection is limited | Font picker with dozens of preset fonts (not custom uploads) |
| Replace all platform logos with your own | | Custom logos on portal and documents |
| Run everything on your own domain | | Custom domain supported on higher plans |
| Send emails from your own email infrastructure | | Custom email domain (noreply@yourdomain.com) on Professional+ (not full SMTP) |
| Embed Plutio directly into your website or product | | |
| Shape the platform to match how your business works | | Configurable portal modules |
| Add, remove, or reorder navigation items freely | Navigation can be rearranged with setup | Toggleable portal modules (not full menu editor) |
| Show different navigation for different roles | Menus depend on assigned roles | App Visibility settings control which apps each client sees (Professional+) |
| Create role types beyond preset permissions | You can define custom roles | Basic client and admin roles |
Advanced user permissions | Control access at a granular level | Permissions can be configured in detail | Portal-level access controls |
| Support enterprise-grade single sign-on | SSO is available on higher plans | Google SSO for internal users and clients (all plans, not traditional SAML SSO) |
| Integrate with external systems without lock-in | Native integrations via API | API on all plans; Zapier/Make on Professional+ only |
| Connect to thousands of apps without custom code | Zapier can connect to SuiteDash | Zapier integration (Professional+ only, not on Starter) |
| Build advanced automation scenarios visually | Make can connect to SuiteDash | Make.com integration (Professional+ only, not on Starter) |
| Connect services without usage-based limits | Pabbly can connect using API | Pabbly Connect integration available |
| Build custom integrations with full system access | You can access a REST API | Public API available for custom integrations |
Incoming & outgoing webhooks | Send and receive real-time events | | Outgoing webhooks available via API |
| Access your business from native mobile apps | Mobile-responsive, no native apps | Mobile-responsive portal (no native mobile apps) |
| | Mobile app exists with limited functionality | |
| Full-featured Android app | Android app exists with limited functionality | |
| Native macOS app for desktop workflows | No native Mac desktop app exists | |
| Native Windows app for desktop workflows | No native Windows desktop app exists | |
