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Features
We've got you covered
Plutio has everything you need, tailored to your needs.
SchedulerNew
AutomationsNew
AI (Plutio PAl)New
EmailsNew
CRMPlanned
You can turn features on/off to fit your setup and workflow.
Import / Export
Import just about anything in Plutio, making it easy for you to migrate tasks, projects, calendar items, contacts, or any other data from anywhere.
Dashboards and Client Portals
Create fully customisable dashboards and branded client portals with rich content, interactive charts, metrics and more.
Interactive graphs
Show date in real-time through interactive charts such as bar, pie, line and more.
Metrics and goals
Track metrics in real-time and set goals against them.
Dynamic content
Show dynamic data that will auto-populate depending on the logged-in user.
Rich media
Add images, videos, rich text and even embed HTML widgets.
Multi-page support
Create as many dashboard pages as you want, each with different data and layout.
Dashboard per user role
Create bespoke dashboards for each user role so everyone only see what is relevant to them.
Third-Party Data
Connect and pull data from third party sources to show them in-app.
Design Editor
Customize colors, backgrounds, and every other aspect of your dashboards using our built-in design editor.
Income Over Time Widget
Monitor your income over time based on invoices paid or 3rd party data.
Billable Time Widget
Quickly check how many hours are ready to bill to clients or customers.
Labor Costs Widget
Stay on top of your labor costs based on hours tracked by contributor.
Task List Widget
Keep specific lists of tasks for you to monitor such as overdue tasks, tasks assigned to you, or tasks without due dates.
Sent Proposals Count
Get a quick read on if you're reaching your weekly sales goals with proposals sent.
Image Widget
Show any image you want on your dashboards, from logos and marketing materials to family portraits.
Calendar & Agenda Widgets
See your week at a glance, your next appointments, or your task due dates, all in the same place.
Custom HTML Widget
Need something else? Use custom HTML to load any widget from anywhere.
Tasks - Get things done wherever you are
Create tasks for whatever needs to get done. Plutio will help keep you organized so you can stay focused.
Custom fields
Create fields for tags, priority, estimates, approvals or anything else you can imagine.
Colored tags
Add color tags to tasks for an enhanced visual view.
Checklists
Create as many sub tasks as you want to break a task into smaller pieces.
Task templates
Save tasks as templates and use the new /template shortcut to quickly create tasks from a template.
Descriptions
Keep your task name short and to the point, put all the details in the description.
Comments
Discuss and collaborate on tasks with your clients and contributors.
Start dates
Make sure you've plenty of time to get a task done by setting a start date.
Due dates
Set due dates to ensure no deadlines are missed.
Repeating tasks
Set tasks to recur daily, weekly, monthly or even annually.
Reminders
Get reminded by email or push notifications before your task's start or due dates.
Delegation
Assign tasks to people so everyone knows what to work on.
Followers
Add followers to tasks so they are kept in the loop, effortlessly.
@Mentions
Easily mention someone in a task, they will be added as a follower and kept updated.
Attach files and images
Upload files and images from your computer or Facebook, Google Drive and even via link or FTP.
Move tasks
Move tasks between projects, task boards and task groups.
Copy tasks
Effortlessly duplicate tasks to other projects, task boards and task groups.
Unique link
Each task has its own unique link which you can easily copy and share for a direct access to tasks.
Task views
Visualize tasks in a simple list, columns or timeline view. Switch between views in a click.
Task boards
Create and manage multiple task boards and easily move tasks and task groups between them.
Drag & drop
Effortlessly re-order and prioritise task groups and tasks.
Painless Time Tracking
Track your time from anywhere and visualise everyone's time entries in a powerful time-sheet.
Instant time tracking
Quickly start the time tracker on current tasks or as creating a new task.
Manual logging
Forgot to track your time? you can manually log time into your timesheets.
Billable tasks
Toggle time as billable or non billable.
Timesheets
Each project has its own timesheets.
Edit tracked time
Edit the rate and time on any logged time from the timesheet.
Print ready timesheets
All of our timesheets are print friendly
Downloadable timesheets
Export any timesheet as a fully editable XLSX file.
Invoices from timesheets
Create an instant invoice for all the billable tasks within a timesheet.
Real-time stats
Full view on the time tracked and their billing status.
Public link
Share timesheets with anyone using a unique public view only link.
Send timesheets
Send an email to anyone with the timesheet attached.
Intuitive Project Management
From tasks and time tracking to files and conversations, everything you need to organize and complete projects in one place.
Clean dashboard
Have a bird's eye view of all your projects and their current stages.
Project templates
Save projects as templates to reuse them again.
Custom fields
Add more information to your projects by creating custom fields.
Custom statuses
You don't need to change the way you work, set your own project workflow and stages.
Progress indicator
Each project has a visual progress bar that updates in real-time.
Project files
Upload files directly from your computer or third party apps like Google Drive or Facebook.
Brief
Use the brief editor to set clear goals and deliverables for every project.
Tags
Stay organized by creating tags for project type, size or anything else.
Colored tags
Add color tags to your projects to visually group them.
Turnaround dates
Set the start and deadline dates of your projects.
Project currency
Projects will inherit the default workspace currency, but you can override it per project.
Hourly rate
Specify the hourly rate of each project to be used when billing for tracked time.
Contributors
Add contributors such as clients or teammates to collaborate with you on projects.
Conversations
Start a conversation with anyone involved in the project.
Public view
Share your project tasks publicly using a customizable link.
Permissions
Projects will inherit the default user permissions, but you can override them per project.
Multiple views
Visualize your projects in a simple list, cards or a stunning timeline view.
Professional Invoices - Get Paid Quickly
Send invoices in minutes, track when they are opened and get paid swiftly through a variety of payment methods like PayPal and Stripe.
Multiple payment methods
Connect your Stripe, PayPal or bank account and accept payments securely.
Multi currencies
Invoices inherit the default workspace currency, but you can override the currency per invoices.
Subscriptions
Create and manage recurring billing and invoices.
Payment schedule
Effortlessly split an invoice to spread out payments across multiple invoices.
Custom fields
Customize your invoices to match your needs with custom fields.
Send and track
Email your invoices to be paid and track when they are opened and paid.
Mark as paid
You can manually mark an invoice as paid or unpaid.
Download
Download a clean PDF version of your invoices.
Discounts
Apply a flat rate or percentage discounts to items or the total amount.
Tax
Set your default tax rate and adjust it per invoice or item.
References
Add a reference to invoices for the records.
Invoice footer
Add notes and terms to your invoices.
Issue and due dates
Those are automatically set, but you can easily change them, too.
Assign to client
Easily assign an invoice to a client to instantly populate their details.
Assign to projects
Attach invoices to projects so you could keep track to where they belong.
Public link
Each invoice has a unique public link so you could share it with anyone.
Custom numbering
Set a prefix, suffix or even start your invoices from a specific number.
Billable tasks
Instantly add billable tasks from timesheets to invoices.
Instant notifications
Receive push notifications as soon as your invoices are viewed or paid.
Receipts
Automatically send customized receipts to clients the moment they make a payment.
Drag & Drop Invoice Editor
Easily move items and invoice content where you want with our simple drag-and-drop invoice editor.
CSS Style Sheet
Get as technical as you want and fully customize every element on your invoice with CSS.
Item Templates
Create templates for deliverables you regularly sell and add them to invoices in just a few clicks.
Invoice Generator
Generate invoices with the click of a button, including your company info, client's info, and billable time.
Winning Proposals
Create eye-catching proposals using an intuitive drag and drop editor. Track when they are opened and signed.
Drag & Drop
Create proposals in minutes using our intuitive drag and drop editor.
Items
Add items to your proposal and set them as required or optional.
Packages
Create packages with multiple options for your client to choose from.
Blocks
Build proposals from a variety of blocks such videos, text, tables, images and more.
Electronic signatures
Your clients can sign and approve proposals with legally binding online signatures.
Send and track
Effortlessly track when your proposals and contracts are opened and signed.
Automation
Automatically create projects and invoices when proposals are signed.
Quantities
Enable your client to adjust the quantity of items before accepting the proposal.
Mark as approved
Manually mark a proposal as approved
Download
Download a clean PDF version of your proposals and contracts.
Templates
Create templates for your proposals, contracts and even blocks.
Creation and expiry dates
Those are automatically set, but you can easily change them, too.
Assign to client
Easily assign a proposal to a client to instantly populate their details.
Assign to projects
Attach proposals to projects so you could keep track to where they belong.
Public link
Each proposal has a unique public link so you could share it with anyone.
Instant notifications
Stay up to date and be the first to know when your proposals are viewed and approved.
Legally Binding Contracts
Create, send and track contracts or legal documents, effortlessly. Get them signed by one or multiple parties via electronic signatures.
Electronic signatures
Create contracts and legally binding documents in minutes with electronic signatures.
Multiple signees
Set your contracts to be signed by one or multiple parties.
Blocks based editor
Build your contracts from a variety of blocks such text, tables, images and more.
Send and track
Effortlessly track when your proposals and contracts are opened and signed.
Download
Download a clean PDF version of your contracts.
Templates
Create templates for your contracts to reuse them.
Attach to a proposal
Make your proposals legally binding by attaching a contract.
Public link
Each contract has a unique public link so you could share it directly with the signees.
Client Management - Build long lasting relationships
With the ability to add or invite people, you can collaborate in real time and build stronger relationships.
Comprehensive profiles
Everyone has a clean profile with all you need to know accessible in an instant.
Profile notes
Easily add private notes to contact and company profiles.
Activities
Log and schedule calls, meetings or anything else on people's profiles.
Company profiles
Create profiles for companies and easily group people with them.
Invite people
Invite anyone to Plutio to collaborate with you on almost anything.
Custom fields
Track more details about everyone in your workspace with custom fields.
Colored tags
Assign colored tags to people profiles for an enhanced visual view
Real-time status
View when someone is online, away or offline.
Local time
View someone's local time, effortlessly.
Archive
Archive profiles to suspended their access to the workspace.
Feature-Rich Inbox - Stay in the loop
Communicate with anyone in your business through real-time messaging and integrated emails.
Direct messages
Start a conversation with anyone securely and in privately.
Group & Team Chat
Create group channels and invite people to collaborate.
Reply from email
Unseen messages are sent to email and can be replied to directly from email.
Email sync (BETA)
Connect and sync third party email accounts such as Gmail or Outlook.
People view (BETA)
Instantly group emails by person for a more conversational experience.
Chat widget
Add a customisable live-chat widget anywhere you want, such as your website or app.
Canned responses
Save a thought out and pre-written responses so that you can instantly reply while on-the-go.
Convert to tasks
Convert any message or email into a task in a click of a button.
Snooze
Snooze conversations to get back to them at a later time.
Send later
Schedule an email or a response to be sent at any time you choose.
Auto draft
Your draft messages are automatically saved so you can finish them later.
Custom statuses
Create customised statues for conversions such as Opened, Closed or Pending response.
File Attachments
Attach any file of any format to your messages, from AACs to ZIPs.
Unlimited Chat Widgets
Create as many chat widgets as you need and customize the look and behavior of each one.
Rich Formatting
Format messages with emojis, bolded text, lists, headers, images, tables, and more.
Auto-Assign
Customize widget to assign to specific team members automatically.
Conversation IDs
Keep track of your conversations with Conversation IDs.
Conversation-to-Task
Easily create tasks from incoming conversations.
Lead Collection
Collect email addresses of incoming senders.
Chat Widget
Create live-chat widgets that can be added to proposals, invoices and wiki pages or easily embedded into your website.
Instant direct messages
Start a conversation with anyone in private from within Plutio.
Shared inbox
Easily add collaborators to the live-chat inbox.
Fully Customizable
Choose color, position, images, behavior, team-member permissions, and more.
Custom Triggers
Show or hide live-widget on click, after a certain time or on a particular action.
Continue on email
Unseen responses are sent to the contact's email and their responses will be pulled into the inbox.
Delagate Conversations
Delegate conversations to anyone in your organization.
Lead Generation
Collect more leads than before with the power of conversational marketing.
Chat Support
Easily support current customers with always-available in-app or website chat widgets.
Availability Windows
Set a scheduler per person or per widget for contact availability.
Embeddable Anywhere
Use your chat widget anywhere with embeddable HTML snippet.
Mobile Friendly
Respond to messages from anywhere with instant mobile messages.
Unlimited Number
Create as many chat widgets as you need, per website, client, team-member, department or more.
Wiki
Unlimited workspaces
Create as many wiki workspaces as you want, each with their own unique preferences and permissions.
Fully customisable
Add images, videos, tables and more using an easy to use drag and drop editor.
Private wiki
Clutter free and secure space for you to jog ideas and keep things organized.
Knowledge Base
Share an easy to use knowledge base with your team to keep everyone up to date.
Help centre
Publish an intuitive help centre for your clients to quickly find answers to their questions.
Forms & Surveys
Collect information through beautifully responsive forms and surveys that can be shared online or embedded.
Content
Add images, videos and tables to give forms context or provide more details.
Intro page
Show a fully customisable welcome page before directing to the form.
Confirmation page
Auto direct to a customisable confirmation page on submission.
Activation date
Publish forms but automatically accept submissions on a certain date.
Expiration date
Automatically close forms when a certain date is reached.
Submissions limit
Automatically stop accepting new submissions when the limit is reached.
Responses
View and sort responses through an easy to use interface.
Notes
Easily leave notes on individual responses to help you stay up-to-date.
Search and sorting
Search, sort and flag responses for easy access.
Templates
Save forms and input blocks as templates so you could easily re-use them.
Share
Share forms through a customisable link.
Embed
Securely embed interactive and responsive forms anywhere.
Design
Fully customise forms using our easy to use design editor or via the stylesheet.
Short text
Input for one paragraph responses.
Long text
Textarea for long text-based responses.
Dropdown
Perfect for questions with many pre-set options.
Multi choice
Showcase multiple options to be selected from.
Image choice
Show multiple selections with cover images.
Full name
Pre-formatted input for first and last name.
Email address
Email address field accepts only valid email addresses.
Phone number
Phone number field designed to accept valid phone numbers.
Full address
Contains address line, city, post/zip code and country dropdown.
Date & Time
Date formatted input with a date and time picker.
Numbers
Limit answers to numeric entries only.
Links
Input field that only allow complete links.
Files
Add an upload input to attach images and files.
Signatures
Signature field with a variety of singing options.
Payments
Accept payments through Stripe or PayPal on form submission.
Advanced options
Add default values, placeholders, tooltips, warning messages and more.
File Manager
Securely store and organize your files in one place.
Unlimited folders
Create as many folders as you need and color code them for better organization.
Advanced permissions
Keep them private, re-use them across the workspace or share them with others.
Sharable folders
Share folders publicly via a link.
Files request
Invited users can upload files to a folder without having to login.
In-app preview
Open files from Microsoft docs and powerpoint to excel sheets and videos.
Re-usable assets
Upload your files once and re-use them across the workspace.
Documents
Create and edit fully-featured documents without having to leave the app.
Calendar
Organize your day, keep track of deadlines, and see how you spend your time.
Bird's eye view
The calendar shows everything from tasks to projects and even invoices.
Events
Create events, set their due dates and even assign them to projects.
Google Integration
Connect and sync your Google calendar with Plutio instantly.
Calendar feed
Import your in-app calendar into third-party calendars like Google, Apple and Microsoft.
Integrations
Public API
Connect to third-party apps or even your own systems, to sync data and create automated workflows.
Zapier
Connect to more than 500 apps and create automated workflows.
Integromat
Automate repetitive tasks and make your work easier.
Stripe
Setup Stripe as a payment method to accept credit card payments.
Square
Connect your Square account to accept credit card payments.
PayPal
Accept online payments and get paid instantly into your PayPal account.
Google calendar
Connect and sync your Google calendar with Plutio instantly.
Branding
White-label
Making Plutio truly yours and impress your clients by replacing our branding with your own.
Custom domain name
Replace the default Plutio sub domain such as you.plutio.com with your own custom domain name.
Custom email address
Set your email address for all outbound emails and notifications.
Your logo
Replace the Plutio logo with the logo of your brand.
Interface colors
Change the interface colors to match your brand.
Everything else
Multiple workspaces
Swiftly manage and switch between workspaces from one login.
Multilingual
Plutio is available in 25 languages, including Spanish, Hebrew, Arabic, French and Japanese.
User roles & permissions
Create custom user roles and give each a different level of permissions.
Client portal
Invite your clients to collaborate with you or to simply view progress.
Dark mode
Choose to adopt a dark system-wide appearance instead of a light appearance.
Personalizations
Set your preferred date and time format, time-zone and week start day.
Default colors
Choose 9 default colors to be used workspace wide like on tags for projects and tasks.
Instant notifications
Customize how and when you receive email and push notifications.
Daily digest emails
Receive a daily summary of all tasks overdue and due at the day.
Activities feed
Stay in the loop with a real-time feed of everyone's activities.
Search
Quickly find what you're looking for using a lightning fast search.
Filters
Apply advanced filters to show only what you need and eliminate clutter.
Premium support
We're around to help you every step of the way via email or live chat.
Fully responsive
Our unique interface is designed from the group up to fit any screen size.
Free apps
Our desktop and mobile apps gives you access to everything from anywhere.
Secure
All data transmitted between our server and your browser is always protected and encrypted.
Use what you need
You can turn off products and tools that you don't use, helping you stay clutter free.
Advanced text editor
From comments to proposals and notes, all of them have a feature rich text editor.
Themes
Fully customise the workspace color palette using a built-in theme editor.
Supercharge your business
The complete toolkit to run your business
The intuitive all-in-one solution to manage and collaborate on projects, share files, build forms, create proposals, get paid, and automate your workflow.
