All features

Everything Plutio can do for your business

46 features that replace your entire tool stack: proposals, contracts, invoicing, time tracking, project management, client portals, scheduling, automations, and more. Each feature connects to the rest, so data flows from proposal to project to invoice without manual entry.

One workspace. One subscription. From $19/month.

Last updated March 2026

7-day free trial. No credit card required.

4.6

@mention teammates in comments and get instant responses

@mention teammates in task comments, descriptions, conversations, and file comments in Plutio. Mentioned users get instant notifications with a direct link to the comment context. Built for freelancers and agencies coordinating project work.

Accept Stripe, PayPal, Square, and bank transfers on every invoice

Accept payments through Stripe, PayPal, Square, and bank transfer on every Plutio invoice. Clients choose how to pay; funds arrive in your own merchant account. Built for freelancers and agencies billing project-based work.

Add a welcome screen before form questions start

Add a branded welcome screen before form questions start in Plutio. Set expectations, explain what data is needed, and brand the intake experience for clients.

Add buffer time before and after every booked meeting

Add buffer time before and after scheduled meetings in Plutio to prevent back-to-back bookings. Set prep time, travel gaps, and minimum notice periods. Built for freelancers and agencies managing client calls.

Add custom fields to any project, task, invoice, or contact

Add custom fields to projects, tasks, contacts, invoices, proposals, contracts, and 14 entity types in Plutio. Choose from 11 field types including dropdowns, dates, currency, ratings, and checkboxes, with role-based permissions on every field.

Add interactive pricing tables clients can select before signing

Add interactive pricing tables to Plutio proposals so clients can select, deselect, and adjust line items before signing. The total updates in real time, and selected items flow directly into the invoice.

Add late fees to overdue invoices automatically

Add late fees to overdue invoices in Plutio: include late fee terms on any invoice, track overdue status automatically, and send reminder emails on a schedule. Built for freelancers and agencies billing project-based work.

Add percentage or fixed-amount discounts to invoices and proposals

Apply percentage or fixed-amount discounts to invoices and proposals in Plutio. Control whether discounts apply before or after tax, and see the adjusted total in the summary block. Built for freelancers and agencies offering client incentives.

Archive completed projects and keep the workspace focused

Archive completed projects in Plutio to keep the active workspace focused on current work. Archived projects retain all tasks, files, invoices, and time entries, and can be restored at any time.

Attach private notes to contacts, companies, and projects

Attach private notes with rich text and file attachments to contacts, companies, and projects in Plutio. Keep call summaries, client preferences, and project context in one place without switching tools.

Auto-bill retainer clients on a recurring monthly schedule

Invoice subscriptions in Plutio auto-bill retainer clients on a recurring schedule. Set the cycle, choose manual or auto-charge, and Plutio handles every invoice from that point forward.

Auto-create a contract every time a proposal goes out

Auto-create a contract from a proposal in Plutio. Enable autoContract on any proposal, pick a contract template, and Plutio generates a linked contract with client details and smart fields pre-filled. Built for freelancers and agencies closing deals faster.

Auto-create an invoice the moment a client signs a proposal

Auto-create an invoice the moment a client signs a proposal in Plutio. Line items, pricing, and split payment stages carry over automatically. Built for freelancers who want zero gap between closing a deal and sending the first payment request.

Auto-fill proposals, contracts, and invoices with smart fields

Smart fields in Plutio are dynamic placeholders that auto-fill with real data in proposals, contracts, invoices, and email templates. Built for freelancers and agencies who want personalized documents without manual edits.

Auto-saved message drafts in every inbox conversation

Plutio auto-saves message drafts in inbox conversations so replies are never lost. Each team member gets their own draft per conversation, with scheduled send for write-now-send-later workflows.

Automate client workflows from proposal signature to final payment

Automate client workflows in Plutio from proposal signature to final invoice. Trigger actions based on events like contract signing, invoice payment, or task completion without Zapier or custom code.

Automate overdue payment reminders and stop chasing clients

Automate overdue payment reminders in Plutio and stop chasing clients manually. Set reminder schedules per invoice, and Plutio sends follow-ups automatically so unpaid invoices get resolved without awkward emails.

Break any task into subtasks with their own deadlines and assignees

Break any task into subtasks in Plutio, each with its own assignee, due date, and status. Track progress with a completion bar and block the parent task until every subtask is done.

Browse pre-built templates for invoices, proposals, contracts, and forms

Browse and apply pre-built templates for invoices, proposals, contracts, and forms in Plutio. The Template Library includes curated layouts with placeholder content, so freelancers and agencies start every document ready instead of blank.

Build custom charts and dashboards that show where every project stands

Build custom revenue, pipeline, and performance charts on dashboard pages in Plutio. Freelancers and agencies visualize project health, invoice status, and team output from a single workspace.

Build intake forms that create contacts and trigger workflows

Build intake forms in Plutio that collect client information, create contacts automatically, and trigger task creation or automations on submission. Built for freelancers and agencies replacing Typeform or JotForm.

Build invoices with a drag-and-drop designer and custom branding

Build invoices with a drag-and-drop block editor, custom branding, and reusable templates in Plutio. Designed for freelancers and agencies who want invoices that match their brand.

Build winning proposals from templates with interactive pricing

Build proposals from reusable templates in Plutio with interactive pricing tables, selectable add-ons, and e-signatures. Freelancers and agencies save hours per proposal by starting from a template instead of a blank page.

Cap form responses and close submissions automatically

Cap the number of responses a form can collect in Plutio with a submission limit. Perfect for event registration, workshop signups, and limited client intake slots. Built for freelancers and agencies.

Categorize time entries by work type and track revenue per category

Categorize time entries by type in Plutio: design, development, meetings, admin, research. Filter timesheets by category, compare hours across work types, and see revenue per category with billing rates. Built for freelancers and agencies billing hourly.

Collect a deposit before any project work begins

Collect a deposit before starting any project in Plutio. Set the first payment stage on any invoice, send it when the proposal is signed, and get paid upfront before delivering a single file.

Collect payment when clients book an appointment

Collect payments when clients book appointments in Plutio's scheduler. Set per-duration pricing, accept Stripe, PayPal, or Square, and confirm bookings only after payment clears. Built for freelancers and agencies selling paid sessions.

Collect payments through forms, not follow-up invoices

Collect payments directly through Plutio forms via Stripe, PayPal, or Square. Clients fill out a form and pay in one step, ideal for event registrations, consultation deposits, and intake forms with retainer fees.

Comment on tasks with @mentions, reactions, and file attachments

Comment on tasks in Plutio with @mentions, emoji reactions, file attachments, and the ability to convert any comment into a new task. Built for freelancers and agencies managing client projects.

Connect Gmail and manage all client emails inside Plutio

Connect Gmail and Outlook to Plutio's inbox and manage all client emails alongside projects, invoices, and contracts. Built for freelancers and agencies who want client communication in one place.

Connect Plutio to any tool with the REST API

Connect Plutio to any tool with the REST API: read and write projects, invoices, tasks, and contacts programmatically. Built for freelancers and agencies who need custom integrations without middleware costs.

Control exactly what each client can see in their portal

Task privacy in Plutio lets freelancers and agencies control exactly which tasks, boards, and fields clients can see in their portal. Mark tasks private, choose shared boards per project, and configure visible fields so internal work stays hidden.

Create an internal wiki and client-facing knowledge base

Build an internal wiki or client-facing knowledge base in Plutio with pages, categories, custom domains, and public sharing. Used by freelancers and agencies to centralize SOPs, onboarding docs, and help centers.

Create calendar events with attendees, reminders, and project linking

Create and manage calendar events natively in Plutio with attendees, RSVP tracking, reminders, recurring schedules, and project linking. Built for freelancers and agencies replacing standalone calendar tools.

Create documentation pages inside each project

Create project-specific wiki pages in Plutio so documentation, SOPs, and brand guidelines live inside each project. Visible only to project contributors. Built for freelancers and agencies managing client work.

Create reusable billable items for invoices and proposals

Create reusable billable items in Plutio with saved names, descriptions, rates, and tax settings. Add items to invoices and proposals with one click instead of retyping line items. Built for freelancers and agencies.

Custom invoice numbers that auto-increment with every new invoice

Set a custom invoice number prefix and starting number in Plutio, and every new invoice gets a sequential ID automatically. Built for freelancers and agencies who need clean audit trails for accounting and tax filing.

Custom project statuses that match how work actually moves

Create, edit, and manage custom project status labels and workflows in Plutio. Define color-coded statuses that match how freelancers and agencies actually track project progress.

Customize sidebar navigation for every team role

Customize navigation menu items for each user role in Plutio. Show contractors only Tasks and Projects, give managers full access, and keep client portal views separate. Built for freelancers and agencies managing multi-role teams.

Download and email invoices as branded PDF documents

Download or email invoices as branded PDF documents in Plutio. PDFs match the invoice editor design exactly, including logo, fonts, colors, and layout. Built for freelancers and agencies sending professional invoices.

Download and email proposals as branded PDF documents

Download or email proposals as branded PDF documents in Plutio. Merge proposal, contract, and invoice into a single combined PDF. Built for freelancers and agencies sending professional proposals.

Download signed contracts as branded PDF documents

Download signed contracts as branded PDF documents in Plutio. PDFs preserve all content blocks, e-signatures with timestamps, and full design styling. Built for freelancers and agencies who need offline contract records.

Duplicate entire projects with tasks, groups, and settings in one click

Duplicate entire projects in Plutio with all tasks, subtasks, task groups, settings, billing rates, budgets, and contributor lists. Built for freelancers and agencies repeating similar project structures.

Earn referral credits and redeem them toward subscription costs

Earn credits through referrals in Plutio, track wallet balance and transactions, and redeem credits toward subscription payments or withdraw via Stripe Express. Built for freelancers who refer other freelancers.

Embed a live chat widget on your site, managed inside Plutio

Embed a live chat widget on your website, proposals, invoices, and client portal, all managed from Plutio's unified inbox. Built for freelancers and agencies who want to capture leads and support clients without paying for Intercom or Crisp.

Embed intake forms on any website and collect responses into Plutio

Embed Plutio forms on any external website with a single iframe code snippet. Responses flow directly into Plutio with contact creation, task triggers, and payment collection intact. Built for freelancers and agencies collecting leads from WordPress, Squarespace, or Webflow.

Filter tasks by status, assignee, date, and more

Filter tasks by status, assignee, date range, and subtask type in Plutio. Works across table, board, calendar, and timeline views. Built for freelancers and agencies managing multiple projects.

Follow tasks and get notified without being assigned

Follow tasks in Plutio to receive notifications on comments, status changes, and completions without being assigned. Built for freelancers and agencies managing multi-person projects.

Give clients a branded space to track work and pay invoices

Plutio's client portal gives freelancers and agencies a branded space where clients track project progress, access files, and pay invoices without emailing for updates.

Import and export CSV data without rebuilding everything by hand

Import contacts, invoices, proposals, and contracts from CSV files into Plutio, and export people, form responses, and scheduler bookings as CSV. Built for freelancers and agencies migrating data or backing up records.

Keep project conversations next to the work

Start conversations inside projects in Plutio, keeping team discussion next to tasks, files, and invoices. Supports @mentions, file attachments, read receipts, and client portal access. Built for freelancers and agencies.

Know when a client opens your invoice

Invoice viewed tracking in Plutio: get a notification when a client opens your invoice, with a timestamp, activity log entry, and bot-filtered accuracy. Built for freelancers and agencies who need to know when to follow up.

Know when a client opens your proposal

Proposal viewed tracking in Plutio: get a notification when a client opens your proposal, with a timestamp and activity log entry. Built for freelancers and agencies who need to time their follow-ups.

Label inbox conversations so nothing falls through the cracks

Add custom status labels to inbox conversations in Plutio: open, waiting, closed, or any label that fits. Filter by status to triage client emails and team messages without losing track of unresolved threads.

Let clients book time slots from your live availability

Scheduler and booking pages in Plutio: set your availability, share a booking link, and let clients pick a time slot. Built for freelancers and agencies who need scheduling inside their project management workflow.

Let clients pay any amount toward an invoice

Accept partial payments on any invoice in Plutio: clients pay any amount toward the balance through Stripe, PayPal, Square, or bank transfer. Built for freelancers and agencies billing large projects where clients need to pay in instalments.

Localization settings that adapt to every team member

Localization settings in Plutio let workspace owners set a default currency, language, timezone, date format, and time format, while each team member overrides those defaults with personal preferences. Built for distributed freelancers and agencies.

Log project expenses and receipts alongside your revenue

Log project expenses and receipts in Plutio alongside invoices, time entries, and revenue. Track income and expenses per project with attachments, payment methods, and custom fields. Built for freelancers and agencies.

Manage client contacts and companies in one workspace

Create and manage client contacts and companies in Plutio with custom fields, roles, and automatic contact creation from incoming emails. Built for freelancers and agencies organizing client relationships.

Manage projects and tasks with drag-and-drop Kanban boards

Kanban boards in Plutio let freelancers and agencies organize tasks into columns by status, assignee, or due date. Drag tasks between columns, group by custom fields, and switch between Kanban, table, list, calendar, and timeline views without leaving the project.

Mute conversations and let them resurface when the timing is right

Mute conversations in Plutio to temporarily hide them from the inbox and have them resurface automatically at a chosen time. Built for freelancers and agencies managing busy inboxes across client projects.

Notification toggles across five channels in one settings panel

Configure notification toggles across web push, desktop, mobile, email, and daily digest channels in Plutio. Control exactly which updates reach each channel for tasks, projects, invoices, proposals, and messages.

Offer 15-min, 30-min, and 60-min bookings on one scheduler page

Offer 15-minute, 30-minute, and 60-minute booking options on one scheduler page in Plutio. Clients choose their duration and pay the matching rate. Built for freelancers and agencies selling time-based services.

Organize project files in nested folders with breadcrumb navigation

Organize project files in nested folders with breadcrumb navigation in Plutio. Create folder hierarchies, share files publicly, attach files to tasks and conversations, and let clients upload through the portal.

Organize tasks into named groups inside every project

Organize tasks into named groups within a project in Plutio. Create sections like Design Phase, Development, and QA Testing, then drag tasks between groups across list, board, table, calendar, and timeline views.

Permissions per custom role

Configure permissions per custom role in Plutio. Control view, create, edit, delete, and send access for projects, invoices, proposals, contracts, files, and 15+ modules. Built for freelancers and agencies managing teams.

Preview documents, images, and PDFs without downloading

Preview documents, images, and PDFs inline in Plutio without downloading. Thumbnails on file cards, full previews in tasks, conversations, and the client portal. Built for freelancers and agencies managing client deliverables.

React to comments and messages with custom emojis

React to comments with custom emoji reactions in Plutio. Workspace owners configure up to 30 emojis in Settings. Reactions work on task comments, conversation messages, and comment threads. Built for freelancers and agencies.

Record cash, check, and wire payments on any invoice

Record cash, check, wire, or bank transfer payments on invoices in Plutio. The invoice status updates instantly, the balance recalculates, and a receipt sends automatically if enabled.

Recover deleted projects, tasks, and files before they're gone for good

Recover accidentally deleted projects, tasks, and files from the workspace trash bin in Plutio. Soft-delete protection with restore functionality keeps work safe before permanent removal.

Redirect form respondents to any URL after submission

Redirect form respondents to a custom URL after submission in Plutio. Send clients to a booking page, payment link, or thank-you page automatically. Built for freelancers and agencies collecting leads through forms.

Round tracked time to clean billing intervals automatically

Auto-round tracked time to the nearest 5, 15, or 30-minute interval in Plutio. Configurable rounding direction and interval for law firms, consultants, and agencies billing in quarter-hour increments.

Run your entire client business from the iOS and Android app

Plutio's iOS and Android mobile app gives freelancers and agencies full access to projects, tasks, invoices, contracts, messaging, and time tracking from any phone. Push notifications and multi-workspace switching included on all plans.

Save message templates and reuse them across every client

Save message templates as snippets in Plutio and insert them into conversations, comments, invoices, proposals, and contracts with a slash command. Built for freelancers and agencies who repeat the same replies across clients.

Schedule messages to send at exactly the right time

Schedule messages to send at a future date and time in Plutio. Write a message now and have it deliver automatically to team conversations or client email threads. Built for freelancers working across time zones.

Secure your workspace with two-factor authentication

Two-factor authentication in Plutio adds a second verification step to every login using TOTP authenticator apps like Google Authenticator or Authy. Built for freelancers and agencies protecting client data, invoices, and contracts in one workspace.

See every project on a Gantt-style timeline

Timeline view in Plutio shows tasks, projects, invoices, and proposals as horizontal bars on a Gantt-style timeline. Drag to reschedule, resize to extend, and group by project, assignee, or status. Built for freelancers and agencies.

See how much work each team member has across all projects

Workload view in Plutio shows how many tasks each team member has across all projects. Group by assignee, filter by status or due date, and spot overloaded team members before deadlines slip. Built for freelancers and agencies.

See when clients and teammates read messages

See when clients and teammates have read messages in Plutio conversations. Read receipts track seen status on every message across team and client-facing project conversations. Built for freelancers and agencies managing client communication.

Select multiple tasks and edit them all at once

Select multiple tasks in Plutio and change assignees, statuses, dates, colors, or move them between projects in one action. Built for freelancers and agencies managing large task lists across multiple projects.

Send contracts to multiple signees and track every signature individually

Contract signing in Plutio supports multiple signees with individual signing links, partial signing tracking, and combined proposal+contract signatures. Built for freelancers and agencies managing multi-party agreements.

Send every client email from your own domain with custom SMTP

Configure custom SMTP in Plutio so every outgoing email, from invoices and proposals to contracts and notifications, sends from your own domain instead of Plutio's servers. Part of the white-label add-on. Built for freelancers and agencies who want full brand control.

Send invoices in any currency to international clients

Send invoices, proposals, and payment requests in any of 120+ currencies in Plutio. Set a workspace default or override per invoice. Built for freelancers and agencies billing international clients.

Send payment receipts automatically when invoices are paid

Plutio generates and sends payment receipts automatically when invoices are paid. Receipts include the payment amount, date, invoice reference, and payment method. Built for freelancers and agencies using Stripe, PayPal, Square, or bank transfer.

Send real-time event data from Plutio to any external service

Webhooks in Plutio send event data to external URLs when actions happen in a workspace. Freelancers and agencies use webhooks to connect Plutio with CRMs, Slack, email marketing tools, and custom dashboards without writing backend code.

Send recurring invoices and auto-bill retainer clients

Plutio's recurring invoices auto-send to retainer clients on any billing schedule. Set weekly, monthly, or quarterly billing with manual payment or auto-charge from one workspace.

Set billing rates per person, project, or service category

Set billing rates and cost rates per person, project, or service category in Plutio. Track margins across every time entry with automatic rate calculations for freelancers and agencies.

Set custom roles and control what each team member can access

Create custom team roles and control what each member can access in Plutio. Set granular permissions for projects, invoices, contracts, files, and 15+ modules. Built for freelancers and agencies managing teams.

Set forms to auto-expire so submissions close on time

Set forms to auto-expire on a specific date or after a set period in Plutio. Control when forms accept submissions with expiration dates, activation dates, and submission limits. Built for freelancers and agencies running time-sensitive intake.

Set minimum notice and maximum advance windows for client bookings

Booking limits in Plutio's scheduler: set minimum notice and maximum advance windows so clients book within your preferred timeframe. Built for freelancers and agencies who need control over when appointments land.

Set per-item tax rates on invoices and control how discounts interact with tax

Configure per-item tax rates on invoices in Plutio with VAT, GST, sales tax, or custom tax names. Apply tax before or after discounts. Built for freelancers and agencies billing across tax jurisdictions.

Set project budgets and track spending against actuals in real time

Set a dollar budget on any project in Plutio and track billable time against it in real time. Budget used updates automatically as time entries are logged, so freelancers and agencies see spending before it exceeds the cap.

Set proposal deadlines that enforce themselves

Set expiry dates on proposals in Plutio so unsigned proposals automatically change to Overdue status. Built for freelancers and agencies who need clients to sign before a deadline.

Set task dependencies so work happens in the right order

Set task dependencies in Plutio so one task must finish before the next can start. Link tasks and require subtask completion to keep multi-step projects on track.

Set task reminders for every start date and due date

Set date-based reminders on individual tasks in Plutio for start dates and due dates. Get notified by push, email, or both before deadlines arrive. Built for freelancers and agencies managing multiple projects.

Set tasks to repeat on any schedule automatically

Set any task in Plutio to repeat on a daily, weekly, monthly, or yearly schedule. Recurring tasks reset automatically when completed, so freelancers and agencies never miss routine work.

Set workspace and personal working schedules with per-day control

Set workspace and personal working hours in Plutio with per-day start and end times. Working hours feed into scheduler availability, workload capacity calculations, and time tracking context for freelancers and agencies.

Set your booking availability and let clients pick from open slots

Booking availability in Plutio: set custom working hours, add buffer time between appointments, block off specific dates, and let the scheduler auto-adjust to each client's timezone. Built for freelancers and agencies managing bookings alongside projects.

Share a payment link and get paid without chasing invoices

Share payment links for any invoice in Plutio. Clients click, see a branded payment portal, and pay via Stripe, PayPal, Square, or bank transfer without needing a Plutio account. Built for freelancers and agencies.

Share project progress publicly with a single link

Share project progress publicly via a unique link in Plutio. Anyone with the link can view task boards, due dates, and selected fields without a Plutio account. Built for freelancers and agencies sharing progress with stakeholders.

Sign a proposal and its linked contract with one signature

Combined signature in Plutio lets clients sign a proposal and its linked contract with one signature. No separate signing steps. Built for freelancers who send proposals with contracts attached.

Sign contracts and proposals without leaving your workspace

E-signatures in Plutio let freelancers get contracts and proposals signed directly inside their workspace. No DocuSign subscription needed. Clients sign from any browser without a Plutio account.

Six task views, one click to switch between them

Switch between six task views in Plutio: table, list, card, board, calendar, and timeline. Group, filter, and sort tasks by status, assignee, date, or custom fields. Built for freelancers and agencies managing multiple projects.

Split invoices into instalments and milestone payments

Split any invoice into multiple payment stages in Plutio: deposit upfront, progress payments at milestones, and the final balance on delivery. Built for freelancers and agencies billing project-based work.

Start every client agreement from a vetted contract template

Contract templates in Plutio let freelancers and agencies save reusable contract layouts with smart fields, signature blocks, and custom styling. Start every client agreement from a vetted template instead of a blank page.

Start every project from a template with tasks and deadlines ready

Project templates in Plutio let freelancers and agencies save a full project structure with task boards, task groups, tasks, due dates, and custom fields, then create new projects from that template in seconds. Built for repeatable client work.

Store, organize, and share project files with clients

Store, organize, and share project files with clients inside Plutio. Folders per project, drag-and-drop uploads, in-app preview, and client portal sharing on every plan.

Sync tasks, events, and bookings with Google, Apple, and Outlook

Calendar sync in Plutio: two-way sync with Google Calendar and Outlook, plus an iCal feed for Apple Calendar. Tasks, events, and bookings stay updated across every calendar without manual entry.

Track billable hours and convert timesheets into invoices

Track billable hours with a global timer in Plutio, assign billing rates per person or project, and convert completed timesheets into invoice line items. Built for freelancers and agencies billing hourly work.

Track delivery status for every email sent from Plutio

Track delivery status for every outgoing email in Plutio: invoices, proposals, contracts, and notifications. See sent, delivered, opened, bounced, and failed statuses with timestamps. Built for freelancers and agencies managing client communications.

Track every change made across projects, invoices, and tasks

Track every change made across projects, invoices, and tasks in Plutio. Activity logs record who changed what and when, with old and new values, across your entire workspace. Built for freelancers and agencies who need full visibility without a separate audit tool.

Track every login to your workspace with IP, device, and location data

Login history in Plutio records every authentication attempt with IP address, device info, geographic location, and user agent. Built for freelancers and agencies auditing workspace access and meeting compliance requirements.

Turn a signed proposal into a live project with one click

Turn a signed proposal into a live project, contract, and invoice automatically in Plutio. One checkbox in the Automation panel creates everything when the client signs, so freelancers skip the manual setup between closing a deal and starting work.

Turn emails into tasks by forwarding to a project address

Forward or send emails to a task group's unique email address in Plutio and auto-create tasks with the subject as the title, body as the description, and attachments linked. Built for freelancers and agencies capturing client requests.

Turn every incoming email into a contact record automatically

Auto-create contacts in Plutio from incoming Gmail and Outlook emails. Every new sender becomes a contact record with a default portal role, so freelancers skip manual data entry and never lose a lead.

Turn form submissions into tasks automatically

Auto-create tasks from form submissions in Plutio. When a client submits an intake form, Plutio generates a task with the response data, attaches uploaded files, and triggers automations. Built for freelancers and agencies replacing manual intake workflows.

Use Plutio Pal to search past work, draft messages, and manage tasks

Plutio Pal is Plutio's built-in AI assistant that searches past work, drafts messages, tracks time, creates invoices, and manages calendar events. Built for freelancers and agencies running client work in one workspace.

Use your own domain for the client portal

Connect your own domain to Plutio's client portal so clients see your brand in the URL bar, not plutio.com. Part of the white-label add-on at $9/month. CNAME setup, automatic SSL, and search engine indexing included.

White-label your workspace, invoices, and client portal

White-label your Plutio workspace, invoices, proposals, and client portal with your own logo, colors, and domain. Remove all Plutio branding and present clients with a fully branded experience. White-label add-on at $9/month on Core and Pro, included on Max.

Ready to replace your tool stack?

Try Plutio free for 7 days

No credit card required. Every plan includes the core features; plans differ in limits, white-label and single sign-on.

No credit card required

Plutio - Your entire business, one login away

4.6/5 from 162 reviews

4.3/5 from 57 reviews

3.6/5 from 87 reviews