Because freelancers and small teams have a metric ton of things going on, Plutio made sure to build their product with the UX as simple and friendly as possible.
Plutio’s clean dashboard lets you access everything you need to complete your projects in one place, from tasks and time tracking to files and discussions.
You’ll be able to customize workflows, set start and due dates, and communicate with everyone involved, so you always know who’s doing what and where they stand.
You can also upload and manage project assets, so nothing gets lost in the noise.
Thanks to a feature-rich inbox, live chat, and built-in discussion board, you can communicate with everyone involved in the project through real-time messaging and integrated emails.
Plutio gives you access to a powerful CRM that helps you build better relationships with the ability to invite your leads to collaborate in real-time!
In your CRM, you can add profile notes, log and schedule calls, input custom fields, and more.
You’ll also be able to build interactive dashboards with rich content, interactive charts, and metrics, plus branded client portals that let clients participate or just watch project progress.
Plutio makes sure that you get paid that cash money with proposals, time tracking, and invoices, all built into the platform.
Create proposals in minutes with a simple-to-use drag and drop editor. Send ’em to clients to sign electronically and track when they’re opened, signed, and paid.
When you begin working on a task, fire up the time tracker. Each project includes an editable, downloadable, and printable timesheet, making it easy to bill for tracked time.
Plus, sending invoices is a breeze. You’ll control everything in the invoice from due dates to footer notes to applying discounts and tax rates.
Plutio offers multi-currency support and payments can be sent to your Stripe, PayPal, or bank account.
Client and audience feedback is essential to growing your business. Plutio makes it easy to create engaging forms and surveys, so you can easily collect the information you need.
These stunning and responsive forms can be shared online using a link or embedded anywhere.
Want to wow your clients with the beauty of your brand?
The platform is even fully white-labeled, letting you set your own interface colors, connect your custom domain, email address, and so much more.
