I am on a lifetime subscription to Plutio and was actively searching for a product to manage my business processes. I have many but locked in 2 products, Flowlu and Plutio because I was offered a Lifetime deal and good community feedback. I still use Trello as it is super simple and amazing. Maybe I will be completely on Plutio or using Trello in the future, that's to be decided.

It has not so long learning curve. There are sufficient resources and small video guides to help you get started. What I love the most is simple, clean but powerful UI. That is the sole reason to adopt it over Flowlu, which is another gem to manage your businesses. Project Management module along with workspaces. Very powerful with customization features. Easy to use, re-usable templates with a library by community I can invite unlimited clients, bill them for recurring invoices and subscriptions. Integrate my PayPal, Square, and Stripe within my invoices. It has also a good CRM module (No E-Mail Inbox, but scheduled to be launched) I can connect with thousands of apps via Zapier, Pabbly, Integromat, and Integrately. I can create tasks, projects, invoices, etc based on triggers like when some new task is added, the new form submitted, a new project created, etc. They are so helpful to save a lot of time. There are many other features like a design editor for proposals and invoices with re-usable blocks & forms and surveys to collect responses. Apps are available for Android, iOS, Mac and Windows.

No integrated E-mail inbox. Competitors like Flowlu have this. Though it is in their roadmap to be launched at the end of 2021. Just like every business, you need to understand it. You need to learn Plutio and it will take some time. You need to pay $30/month, which I think is a little expensive to have all the features which I described above. White label feature available as an add-on, not within the plan. You can't decide within 7 days trial whether it is for your business or not. At least you need to spend some precious hours to put some data and understand all the basic functions essential for your business needs. No native integration with bookkeeping software like Quickbooks or Xero.

Having been an early adopter of Plutio, we've seen the product make massive strides forward. In terms of competitors for an all-in-one Business Ops tool, Plutio is well worth your attention. New features get added regularly, and the development team are very actively engaged with their community.

Plutio is like a Swiss-army knife for your business. If you are a solopreneur or a small team, Plutio offers invoicing, recurring billing, project management, time tracking, customer relationship management, and more. While some of these functions are currently basic, Plutio continues to update their features and clear long-standing bugs. For the price, you should really give it a try.

The mobile experience is still in beta, and needs much improvement. If you are going to use Plutio, prepare to use it with your web browser. The CRM feature is very basic, and requires use to use a third-party CRM. Hopefully this will be rectified in the future as we enjoy the single interface approach to streamline operations. Additionally, we look forward to Quickbooks integration for accounting.

The capturing of clients with the proposal>contract>invoice is great and is what got me to use it in the first place. Once you've got the client, I'd move them on to a different system because Plutio is so flakey. Customer support is poor, taking days or even weeks to get back to you.It's a shame, because it has so much promise, but in the end it over promises and under delivers.

The automated proposal which when accepted takes you to the contract, which when signed auto generates an invoice based on the options selected in the proposal and then presents it for payment. All in one flow. Now that is slick!

The bugs! Oh my goodness, the bugs. Plutio tries to do everything, and they don't have the capacity. New features are rolled out with little testing, or changed ins ays that are not backwards compatible with what they've already got. Using Plutio to run your business ends up being a lot of work!

My issue was finding a PM Tool that was just right-sized for what I needed. Many of the tools out there were too complex (or too pricey) for my needs. OR they just didn't work well visual. I needed a way to quickly create tasks, mark certain ones urgent, track time (in multiple ways), and group tasks on a board by project. I also needed a way to quickly see how much time I spent on a project. I will be implementing the proposals soon as well. Plutio also has invoicing, and more. I could go on, but I won't. I love PLUTIO!

Remember Goldilocks and the 3 bears? She tried all the other bowls of porridge One was too cold, the other was too hot ... then found the one that was just right! I've tried several PM/CRM tools out there and some were bloated, too complex and others didn't have enough features. Plutio is JUST RIGHT! It is by far the best Project management tool (& mini CRM) out there for small agencies or solopreneurs. They have great support, listen to your input, and are always improving it. Thank you Leo & Plutio team.

Any features that I could want are on their develop road map. There is no doubt that we have stuff we would like to see (like being able to run reports), but they are either working on it, or create an zap or API that allows you to connect it to other tools out there.