Best all-in-one app for proposals, projects, invoicing, and client portals

For photographers, consultants, designers, and agencies. Flexible enough to fit how you actually work. Most freelancers juggle 5-6 apps to run their business. HoneyBook for proposals. Calendly for scheduling. Trello for projects. QuickBooks for invoicing. Google Drive for files. Each tool does its job, but every handoff between apps is a chance for something to slip, a client detail not copied, a follow-up forgotten, an invoice sent late.

Freelancers who consolidate their stack into Plutio report saving 2-5 hours per week on admin. Not because Plutio has more features, but because information flows automatically. When a client signs your proposal, the project already exists. When they pay the final invoice, the thank-you email already sends.

West 7th Design Studio cut client support requests by 90%. Cheri Lasota halved her admin workload. YazMarketing increased their sales pipeline by 80% with automated proposals.

These pages show exactly how Plutio works for your industry, with real workflows, customer examples, and honest comparisons.

Photographers

Stop juggling five apps between booking and delivery. See how wedding, portrait, and commercial photographers run the entire client journey from one dashboard.

Videographers

Connect pre-production to final delivery. See how videographers manage production phases, client reviews, and milestone payments.

Consultants

Scope projects properly, track billable hours, and get paid faster. See how consultants connect discovery calls to invoices without the spreadsheet gymnastics.

Coaches

Manage session packages, client progress, and renewals in one place. See how coaches track the entire client journey.

Designers

Handle briefs, revisions, and approvals without losing files in email threads. See how designers organize the client side of creative work.

Writers

Organize briefs, track revisions, and invoice on approval. See how copywriters and content writers manage the business side of writing.

Developers

Track billable hours, manage client specs, and invoice on milestones. See how freelance developers handle the client side of projects.

Marketers

Manage retainer clients, content calendars, and monthly invoicing. See how marketing freelancers organize ongoing client work.

Agencies

Manage multiple clients without multiple logins. White-label everything. See how agencies scale without adding operational overhead.

Bookkeepers

Collect documents, manage recurring work, and track client health. See how bookkeepers organize their practice.

Event Planners

Coordinate vendors, share timelines, and track budgets. See how event planners manage weddings and celebrations.

Virtual Assistants

Manage multiple clients, track hours, and invoice seamlessly. See how VAs reduce context-switching overhead.

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What Plutio replaces

Most freelancers run their business on 5-6 separate tools. Plutio consolidates them into one connected workspace.

Category	Tools you probably use	How Plutio handles it
Proposals & contracts	HoneyBook, Bonsai, Dubsado, PandaDoc	Visual proposal builder with e-signatures and one-click payments
Project management	Asana, Trello, Monday.com, ClickUp	Kanban boards, Gantt charts, task dependencies, project templates
Invoicing & payments	QuickBooks, FreshBooks, Wave, Stripe	Invoices tied to projects, recurring billing, automatic reminders
Scheduling	Calendly, Acuity, Cal.com	Booking pages, calendar integration, buffer times
Client portals	Notion, Google Drive, custom builds	Branded portals where clients see progress, files, and invoices
CRM	HubSpot, Pipedrive, spreadsheets	Contact management, deal tracking, activity history

The combined cost of these tools is typically $200+/month. Plutio Studio is $39/month.

How Plutio connects your workflow

The problem with separate tools is handoffs. Every time you copy information from one app to another, something can slip. Plutio eliminates handoffs by connecting everything automatically.

The connected workflow

Lead comes in: Client fills out an inquiry form or books a call
Proposal sent: You create a proposal with scope, pricing, and timeline
Contract signed: Client signs and pays in one click
Project created: Tasks appear automatically from the proposal scope
Client onboarded: They get portal access to see progress and upload files
Work delivered: Files, feedback, and approvals happen inside the project
Invoice sent: Tied to the project, with automatic payment reminders
Follow-up scheduled: Automation triggers thank-you email and testimonial request

No copying. No switching apps. No forgotten follow-ups.

AI that actually helps

Every tool claims AI now. Most of it is gimmicks. Plutio's AI is built for the tasks that actually waste your time.

Write proposals faster: AI suggests scope, pricing, and timeline based on your past projects
Draft client emails: Reply to common questions without typing the same thing twice
Summarize project activity: Get a quick update on what happened while you were away
Create task lists: Describe what you need to do, and AI breaks it into actionable steps

Your data is private. It is not used to train any AI models.

The client portal your clients will actually use

Clients hate chasing you for updates. They hate asking where files live. They hate getting invoices from a different app than everything else.

A Plutio client portal gives each client one place where they can:

See project progress: Task status, upcoming deadlines, completed milestones
Access files: All deliverables organized by project, not scattered in email
Message you: Conversations tied to specific projects and tasks
View and pay invoices: No separate login, no confusion
Fill out forms: Onboarding questionnaires, feedback requests, approval forms

The portal is white-labeled with your brand. Clients see your logo, your colors, your domain. They never know Plutio exists.

West 7th Design Studio reduced client support requests by 90% after giving clients portal access instead of answering questions over email.

Frequently Asked Questions

How much time can I actually save by consolidating my tools?

Freelancers who switch to Plutio report saving 2-5 hours per week on admin tasks. The savings come from eliminating manual project setup, not copying client details between apps, having automated workflows that handle follow-ups, and clients self-serving through their portal instead of emailing you. Cheri Lasota halved her admin workload. West 7th Design Studio cut support requests by 90%.

What tools does Plutio replace?

For most freelancers, Plutio replaces 5-6 separate tools: project management (Asana, Trello, Monday), proposals and contracts (HoneyBook, Bonsai, Dubsado), invoicing (QuickBooks, FreshBooks, Wave), scheduling (Calendly, Acuity), CRM (HubSpot, spreadsheets), and file sharing (Google Drive, Dropbox). The combined cost of these tools is typically $200+/month. Plutio Studio is $39/month.

What industries does Plutio work best for?

Plutio works for any service-based professional who works with clients, manages projects, and sends invoices. The solution pages show detailed workflows for specific industries: photographers (booking to gallery delivery), consultants (scoping to final report), designers (brief to approval), and agencies (multi-client management). Each page includes real customer examples and industry-specific templates.

Can I see how other people in my industry use Plutio?

Yes. Each solution page includes customer stories from professionals in that industry, showing their before/after workflows, what tools they replaced, and what results they achieved. We also link to full case studies on our Stories page where customers share their complete setup.

What if Plutio doesn't fit my workflow?

We are honest about where Plutio might not be the right fit. The solution pages include comparisons with industry-specific alternatives and explain which tools Plutio does and does not replace. For example, photographers still use dedicated gallery platforms like Pixieset for final delivery - Plutio manages the client journey around it, not the photos themselves.

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