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

4.6

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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, offline access, 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.

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.

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 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 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 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 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.

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.

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 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.

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.

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.

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