What's included in every plan
Every Plutio plan gives you the same core features: projects, invoices, proposals, contracts, scheduling, forms and time tracking are on Core too. Plans differ in limits (clients, contributors, AI credits, automation actions, storage), and white-label and single sign-on are add-ons or Max features.
Core features on all plans
- Unlimited projects – Create as many projects as you need. Organize them with custom statuses, tags, and views.
- Unlimited invoices – Send professional invoices with your branding. Accept payments via Stripe, PayPal, or Square.
- Unlimited proposals – Build interactive proposals that clients sign electronically. Track when they view and sign.
- Unlimited contracts – Create legally binding contracts with e-signatures. Use templates or build from scratch.
- Time tracking – Track time with one click. Log billable hours directly to projects and invoices.
- Scheduling – Let clients book meetings on your calendar. Set availability, buffer times, and booking rules.
- Forms – Build intake forms, questionnaires, and surveys. Embed them on your website or share links.
- Client portal – Give clients their own login to view projects, invoices, files, and messages.
- Task management – Kanban boards, lists, calendars, and Gantt charts. Assign tasks, set due dates, add checklists.
- File storage – Store and share documents with clients. Organize files by project or client.
The plans differ in limits and in two extras: white-label is a $9/month add-on on Core and Pro (included on Max), and single sign-on is a $5/month add-on on Pro (included on Max, not on Core).
Who each plan is for
Core ($19/month) – Solo freelancers starting out
The Core plan is designed for freelancers who work alone and have a manageable client load. You get up to 9 active clients at a time, which is enough for most solopreneurs who take on a few projects at once.
Best for: Freelance designers, writers, developers, consultants, and coaches who work independently and don't need team collaboration features.
Pro ($49/month) – Growing freelancers and small teams
The Pro plan removes the client limit and adds team collaboration. You can invite up to 30 contributors to your workspace, making it ideal for freelancers who occasionally work with subcontractors or small agencies.
Best for: Established freelancers scaling their business, small agencies (2-10 people), and consultants who collaborate with specialists on client projects.
Max ($199/month) – Agencies and larger teams
The Max plan is for teams that need no limits. Unlimited contributors, white-labeling to put your brand on client portals, and SSO for enterprise security requirements.
Best for: Agencies with 10+ team members, firms with enterprise clients requiring SSO, and businesses that want to fully white-label the platform.
What you're replacing with Plutio
Most freelancers and agencies use 5-10 different tools to run their business. Here's what Plutio replaces and how much you're likely saving.
The typical tool stack (and what it costs)
- CRM (HubSpot, Pipedrive) – $15-50/month per user
- Project management (Asana, Monday, ClickUp) – $10-25/month per user
- Invoicing (FreshBooks, QuickBooks) – $23-70/month
- Proposals (Proposify, PandaDoc) – $19-49/month per user
- Contracts (DocuSign, HelloSign) – $10-25/month
- Time tracking (Toggl, Harvest) – $9-12/month per user
- Scheduling (Calendly, Acuity) – $10-20/month
- Forms (Typeform, JotForm) – $25-50/month
- Client portal (Dubsado, HoneyBook) – $35-129/month
Add those up and you're at $156-430/month before you even count the hours lost copying data between systems.
With Plutio
One subscription covers everything. Core at $19/month gives you all these features. Pro at $49/month adds unlimited clients and team collaboration. You also stop copying the same client, project and invoice details between apps.
How Plutio compares to alternatives
There are three main categories of tools people compare Plutio to: all-in-one platforms, project management tools, and invoicing software.
vs. All-in-one platforms (HoneyBook, Dubsado, Bonsai)
HoneyBook starts at $36/month for their Starter plan with limited features. Their Essentials plan is $59/month. Dubsado is $35-55/month after their December 2025 price increase. Bonsai is $9-49 per user per month (billed annually). Plutio Core at $19/month includes project management, time tracking and a client portal for less than either Starter plan (HoneyBook $36, Dubsado $35), and our Pro plan at $49/month includes 30 contributors.
vs. Project management tools (Asana, Monday, Trello)
Asana, Monday, and Trello are great at project management but they don't do invoicing, proposals, contracts, or client portals. You'd need to add 4-5 more tools to match what Plutio does, which costs more and creates data silos.
vs. Invoicing software (FreshBooks, QuickBooks)
FreshBooks and QuickBooks are built around invoicing and accounting; FreshBooks adds projects and a client portal, but no task boards on its pricing page. You'd need to add project management, proposal, and scheduling tools separately.
The Plutio difference: We're the only platform that gives you CRM, project management, invoicing, proposals, contracts, time tracking, scheduling, forms, and client portals in one place – at a price that's often less than what you'd pay for just one of those tools from a competitor.
Dubsado pricing breakdown (2026)
If you're researching Dubsado pricing, here's what their plans actually cost after the December 2025 price increase.
Dubsado pricing plans (updated December 2025)
- Starter Plan: $35/month
- Premier Plan: $55/month – Adds scheduling, automated workflows, public proposals and Zapier.
Note: Existing users who subscribed before December 2025 keep their old rates ($20/$40). New users pay the updated pricing above.
What's included in Dubsado
Dubsado covers client management: proposals, contracts, invoices, forms, workflows, and scheduling. Their automation workflows are detailed and allow multi-step sequences with conditional logic.
What's missing in Dubsado
- No real project management – Dubsado has basic task tracking but no Kanban boards, Gantt charts, task dependencies, or team task assignment.
- Steep learning curve – Many users report needing hours of setup time and tutorial videos to get started.
Dubsado vs. Plutio pricing
Dubsado Premier at $55/month gives you client management and automation. Plutio Core at $19/month includes proposals, contracts, invoicing, and forms for $36 less per month. Plutio Pro at $49/month adds unlimited active clients and 30 team contributors for $6 less than Dubsado Premier.
See full Plutio vs. Dubsado comparison | Dubsado alternative
HoneyBook pricing breakdown (2026)
Looking at HoneyBook pricing? Here's what each plan costs after the February 2025 price increase (prices went up by 51% to 89%, depending on the plan).
HoneyBook pricing plans (updated February 2025)
- Starter: $36/month (or $29/mo billed annually) – Pipeline automations and reminders, without the Automations builder.
- Essentials: $59/month (or $49/mo billed annually) – Adds scheduler, automations, and QuickBooks integration. Up to 2 team members.
- Premium: $129/month (or $109/mo billed annually) – Adds priority support, unlimited team members, and multiple companies under one account.
What's included in HoneyBook
HoneyBook is strong on proposals, contracts, and invoicing. Their interface is clean and clients see a professional-looking experience. Automated workflows help with follow-ups and reminders.
What's missing in HoneyBook
- Limited white-labeling – On the Starter plan, your emails, forms and client portal show "Powered by HoneyBook".
- Price jump for teams – Going from Essentials (2 members) to Premium (unlimited) costs an extra $70/month.
- Payment processing fees – HoneyBook charges 2.9% + fees for card payments.
HoneyBook vs. Plutio pricing
HoneyBook Essentials at $59/month covers proposals, invoices, and automation for up to 2 team members. Plutio Core at $19/month includes proposals, invoices and automations for $40 less. HoneyBook Premium at $129/month adds unlimited team members. Plutio Pro at $49/month includes 30 team contributors for $80 less per month.
See full Plutio vs. HoneyBook comparison | HoneyBook alternative
Bonsai pricing breakdown (2026)
Researching Bonsai pricing? Here's the full breakdown of their plans and what each tier includes.
Bonsai pricing plans
- Basic: $9/user/month (billed annually, or $15 monthly). Time tracking, task management, unlimited projects, and CRM. No invoices, proposals, or contracts.
- Essentials: $19/user/month (billed annually, or $25 monthly). Adds invoices and payments, proposals and contracts, forms, scheduling, and a client portal.
- Premium: $29/user/month (billed annually, or $39 monthly). Adds automations, integrations, workload management, client tasks and messaging, and removes Bonsai branding.
- Elite: $49/user/month (billed annually, or $59 monthly, minimum 3 users). Adds custom roles and permissions, timesheet locking, and resourcing.
What's included in Bonsai
Bonsai focuses on the financial side of freelancing: contracts, proposals, invoices, accounting, and tax preparation. Their tax features are unique and can estimate quarterly tax payments.
What's missing in Bonsai
- No custom domain yet. Bonsai lists it as coming in 2026.
- Per-user pricing. A 3-person team on Essentials pays $57/month (billed annually), and $87/month on Premium.
- Client task view needs Premium. On Basic and Essentials the portal shows documents and invoices.
- Custom roles need Elite. Elite starts at 3 users ($147/month billed annually).
Bonsai vs. Plutio pricing
Bonsai Premium at $29/month per user (billed annually) covers contracts, invoices, and automation. Plutio Core at $19/month includes contracts, invoices, and automation along with project management, scheduling, forms, and a client portal, for $10 less for one person. Bonsai's US tax features are unique; for a team, Bonsai's per-user price grows with every seat.
Monday.com pricing breakdown (2026)
Looking at Monday.com pricing? Here's what you need to know about their plans and per-seat costs.
Monday.com pricing plans (per seat, minimum 3 seats)
- Free: $0 – Up to 2 seats, 3 boards, limited features. Too limited for real work.
- Basic: $9/seat/month (billed annually, or $12 monthly) – Unlimited items, 5GB storage, basic dashboards.
- Standard: $12/seat/month (billed annually, or $14 monthly) – Adds timeline view, Gantt charts, automations (250/month), and integrations.
- Pro: $19/seat/month (billed annually, or $24 monthly) – Adds private boards, time tracking, formula column, and more automations (25,000/month).
- Enterprise: Custom pricing – Advanced security, analytics, and premium support.
What's included in Monday.com
Monday.com handles project management with customizable boards and multiple views including Kanban, timeline, calendar, and Gantt. Customizable boards, multiple views (Kanban, timeline, calendar, Gantt), automations, and integrations. Built for teams to track work.
What's missing in Monday.com
- No invoicing – You can't send invoices or accept payments through Monday.com.
- No proposals or contracts – No e-signature functionality or document generation.
- No client portal – You can share boards with guests, but there's no branded client-facing dashboard.
- No scheduling – No appointment booking or calendar scheduling for clients.
- Per-seat pricing adds up – A 5-person team on Pro pays $95/month (annual) or $120/month (monthly) just for project management.
Monday.com vs. Plutio pricing
Monday.com Standard for a 3-person team costs $36/month annually (just for project management). To match what Plutio does, you'd add PandaDoc for proposals ($19+/month), FreshBooks for invoicing ($23+/month), and Calendly for scheduling ($10+/month). That's $88+/month for features Plutio Pro covers at $49/month with 30 team contributors included.
See full Plutio vs. Monday comparison | Monday.com alternative
FreshBooks pricing breakdown (2026)
Researching FreshBooks pricing? Here's what their accounting and invoicing plans actually cost.
FreshBooks pricing plans
- Lite: $23/month (10% off yearly). 5 billable clients, unlimited invoices, estimates, expense tracking, time tracking.
- Plus: $43/month (10% off yearly). 50 billable clients, proposals, e-signatures, double-entry accounting.
- Premium: $70/month (10% off yearly). Unlimited billable clients, project profitability, accounts payable.
- Select: Custom pricing. Lower card fees, 2 team member accounts included, customized onboarding.
What's included in FreshBooks
FreshBooks handles invoicing, expenses, time tracking, and accounting. FreshBooks handles bookkeeping well: double-entry accounting, bank connections, and reports that accountants actually want to see.
What's missing in FreshBooks
- No task boards. FreshBooks projects hold time, files and due dates; task boards and dependencies are not on its pricing or projects pages.
- Proposals start on Plus. The Lite plan has estimates only; proposals and e-signatures need Plus at $43/month.
- No scheduling. No appointment booking functionality.
- No contracts. You'd need a separate tool like DocuSign for contracts.
FreshBooks vs. Plutio pricing
FreshBooks Plus at $43/month gives you invoicing, proposals, and time tracking. Plutio Core at $19/month includes all of that plus project management, contracts with e-signatures, forms, scheduling, and a client portal. FreshBooks is stronger on accounting features, but Plutio covers more of the client relationship for less money.
See full Plutio vs. FreshBooks comparison | FreshBooks alternative
Asana pricing breakdown (2026)
Looking at Asana pricing? Here's what their project management plans cost and what each tier includes.
Asana pricing plans
- Personal (Free): $0 – Free for individuals and small teams. Limited to 15 users, basic task tracking, list and board views.
- Starter: $10.99/user/month (billed annually, or $13.49 monthly) – Timeline view, workflow builder, forms, milestones, admin console. Up to 500 members.
- Advanced: $24.99/user/month (billed annually, or $30.49 monthly) – Goals, portfolios, workload management, advanced integrations, approvals.
- Enterprise: $35+/user/month – SAML/SSO, SCIM, data export, custom branding, 24/7 support.
What's included in Asana
Asana handles project management with multiple views, task dependencies, and custom fields. Multiple views (list, board, timeline, calendar), task dependencies, custom fields, and team collaboration. Good for managing internal projects and team workflows.
What's missing in Asana
- No invoicing – Asana doesn't handle billing, payments, or financial tracking.
- No proposals or contracts – No document generation or e-signature capabilities.
- No client portal – You can invite clients as guests, but there's no branded portal experience.
- No time tracking built-in – You need Harvest, Toggl, or another integration for time tracking.
- No scheduling – No appointment booking for clients.
- Per-user pricing – A 10-person team on Starter costs $110/month (annual) or $135/month (monthly).
Asana vs. Plutio pricing
Asana Starter for a 5-person team costs $55/month (annual) for project management alone. Add FreshBooks for invoicing ($23+/month), PandaDoc for proposals ($19+/month), and Calendly for scheduling ($10+/month), and you're at $107+/month. Plutio Core at $19/month includes project management, invoicing, proposals, contracts and scheduling; Pro at $49/month adds unlimited active clients and 30 team contributors.
Calendly pricing breakdown (2026)
Researching Calendly pricing? Here's what their scheduling plans cost and what you get at each level.
Calendly pricing plans
- Free: $0 – 1 active event type, basic scheduling, calendar connections.
- Standard: $12/user/month (billed annually) – Unlimited event types, group events, integrations, custom branding.
- Teams: $20/user/month (billed annually) – Round-robin scheduling, team pages, Salesforce integration.
- Enterprise: Custom pricing – SSO, advanced admin, dedicated support.
What's included in Calendly
Calendly handles appointment scheduling well. Multiple event types, calendar syncing, automatic timezone detection, meeting reminders, and video conferencing links. Clean booking experience for clients.
What's missing in Calendly
- Only scheduling – Calendly does scheduling and only scheduling. No invoicing, project management, proposals, contracts, or client portals.
- No client context – Bookings are isolated from your other client data and projects.
- Paid for more than basic – The free tier is very limited. Useful features require the paid plans.
Calendly vs. Plutio pricing
Calendly Standard at $12/user/month gives you scheduling only. You still need separate tools for everything else. Plutio Core at $19/month includes scheduling plus proposals, contracts, invoicing, project management, time tracking, forms, and a client portal. If you're paying for Calendly plus other tools, consolidating to Plutio often costs less while giving you more.
See full Plutio vs. Calendly comparison | Calendly alternative
17hats pricing breakdown (2026)
Looking at 17hats pricing? Here's what their business management plans cost.
17hats pricing plans
- Essentials: $15/month (billed annually at $180/year, or $20/month monthly) – Contact management, lead capture, basic invoicing, contracts.
- Standard: $30/month (billed annually at $360/year, or $40/month monthly) – Adds online booking, workflows, branded portal, QuickBooks sync.
- Premier: $60/month (billed annually at $720/year, or $80/month monthly) – Adds sub-accounts, advanced reporting, and priority support.
What's included in 17hats
17hats covers the basics for solo freelancers: contacts, leads, invoices, contracts, questionnaires, and booking. Workflow templates help automate follow-ups. Popular with photographers and event-based businesses.
What's missing in 17hats
- No real project management – 17hats tracks to-dos but lacks task boards, Gantt charts, or team assignment.
- No team collaboration – Built for solo users. No way to add team members or collaborate.
- Dated interface – Many users report the design feels outdated compared to newer tools.
- Limited integrations – Fewer third-party connections than competitors.
17hats vs. Plutio pricing
17hats Standard at $30/month covers invoicing, contracts, and booking for solo users. Plutio Core at $19/month includes all of that plus project management, forms, and a modern interface. 17hats Premier at $60/month adds sub-accounts, but Plutio Pro at $49/month includes 30 team contributors with more features.
SuiteDash pricing breakdown (2026)
Researching SuiteDash pricing? Here's what their all-in-one platform costs.
SuiteDash pricing plans
- Start: $19/month (or $180/year). Unlimited contacts, staff and portals, white labeling, a branded mobile app, email campaigns, 100GB storage.
- Thrive: $49/month (or $480/year). Adds proposals, drip marketing, deal pipelines, client live chat, 500GB storage.
- Pinnacle: $99/month (or $960/year). Adds the full automation toolkit, onboarding flows, learning management, support tickets, task dependencies, 2TB storage.
What's included in SuiteDash
SuiteDash packs in a lot: CRM, projects, invoicing, proposals, client portals, file sharing, learning management (LMS), drip marketing, and custom portals. Offers a lot of functionality at each tier.
What's missing in SuiteDash
- Complexity – With so many features, setup and learning curve are significant. Many users report needing weeks to configure everything.
- Interface – The design is functional but looks dated compared to newer platforms.
- Support responsiveness – Some users report slower response times during busy periods.
SuiteDash vs. Plutio pricing
SuiteDash Start at $19/month is competitively priced and includes unlimited contacts and users. Plutio Core at $19/month has no contact limit, and up to 9 clients can be active at once. SuiteDash has more features in some areas (LMS, drip campaigns), while Plutio focuses on a cleaner, faster experience for core freelance and agency workflows. Both offer more than buying separate tools, but Plutio focuses on a cleaner experience for the workflows freelancers and agencies use daily.
See full Plutio vs. SuiteDash comparison | SuiteDash alternative
AI credits and Plutio Pal
Every Plutio plan includes AI credits for Plutio Pal, our built-in AI assistant. Here's how it works.
What Plutio Pal does
- Writes proposals – Give it a brief and it drafts a full proposal with scope, timeline, and pricing.
- Creates contracts – Describe your project and it generates a legally-structured contract.
- Plans projects – Tell it what you're building and it creates a task list with dependencies.
- Drafts client emails – Compose follow-ups, project updates, and invoice reminders in your voice.
- Summarizes conversations – Get the key points from long client message threads.
How credits work
You only pay when Pal does something for you: 1 credit to look something up, create, or update, and 5 to generate a document like a proposal. You are never charged when Pal asks you a question, turns something down, or when a request fails. Core includes 500 credits/month, Pro includes 2,500, and Max includes 10,000. Most users stay well within their monthly allocation. If you use AI for every proposal and project plan, expect to use 300-600 credits monthly. The higher plans give you room to use AI more liberally without watching your balance.
If you do run out, you can purchase additional credits or they reset at the start of your next billing cycle.
Workflow actions explained
Workflow actions are automated tasks that Plutio performs on your behalf. They run in the background so you can focus on actual work instead of administrative busywork.
What counts as a workflow action
- Sending an automatic follow-up email when a proposal isn't signed within 3 days
- Creating a project when a client signs a proposal
- Sending a payment reminder when an invoice is overdue
- Moving a task to "In Review" when a team member marks it complete
- Notifying you when a client views a proposal
- Adding a tag to a client based on their form responses
How many do you need?
Core includes 500 actions/month, Pro includes 5,500, and Max includes 50,000. A typical freelancer with 5-10 active clients uses 100-300 actions per month. A small agency might use 500-2,000. The Max plan's 50,000 actions is designed for larger teams with complex, multi-step automations.
Actions reset monthly. If you're consistently hitting your limit, that's usually a sign you'd benefit from upgrading to a higher plan anyway.
Annual vs. monthly billing
You can pay monthly or annually. Annual billing saves you money – roughly two months free compared to paying monthly.
Monthly billing
- Core: $19/month
- Pro: $49/month
- Max: $199/month
Annual billing
- Core: $190/year ($15.83/month)
- Pro: $490/year ($40.83/month)
- Max: $1,990/year ($165.83/month)
Both options include the same features. Annual billing is better if you're committed to using Plutio long-term. Monthly billing is better if you want flexibility or you're just testing the platform.
You can switch from monthly to annual at any time. When you switch, you'll be charged the annual rate prorated from your switch date.
7-day free trial details
Every plan starts with a 7-day free trial. Here's exactly how it works.
What you get during the trial
- Every feature except single sign-on, with white-label free during the trial
- Up to 3 active clients, 3 contributors, 200 AI credits and 200 automation actions
- Create real projects, send real invoices, sign real contracts
- Your data stays when you subscribe
No credit card required
You don't enter payment information to start your trial. We only ask for a card when you decide to subscribe after the trial ends.
What happens after 7 days
If you don't subscribe, your workspace is locked, exactly as you left it, until you pick a plan.
If you subscribe, everything continues seamlessly. Your projects, clients, and settings all stay exactly as you set them up.
Enterprise and custom plans
The Max plan covers most agency and team needs, but if you have specific requirements, we offer custom enterprise agreements.
When to consider enterprise
- 100+ users – If you have a large team, talk to us about a plan and pricing that fit.
- Security paperwork – A countersigned copy of our data processing agreement.
How to get started
Email enterprise@plutio.com or contact us through the website. Include your team size, specific requirements, and timeline. We typically respond within 1 business day and can have a custom proposal ready within a week.
Upgrading and downgrading
You can change your plan at any time from your account settings. Here's how upgrades and downgrades work.
Upgrading
When you upgrade (Core → Pro, or Pro → Max), the change takes effect immediately. You're charged the prorated difference for the remainder of your billing period. All new features are available instantly.
Downgrading
When you downgrade, the change takes effect at your next billing cycle. You keep access to your current plan's features until then. Make sure you're under the new plan's limits (like active clients on Core) before the downgrade kicks in.
Switching billing frequency
You can switch from monthly to annual billing anytime to lock in savings. Switching from annual to monthly takes effect at your next renewal date.
