Product Overview of Plutio
Plutio is an all-in-one business management software designed specifically for small and medium-sized businesses, as well as freelancers and small teams. It is a comprehensive tool that integrates various aspects of business operations, including project management, client relationship management, invoicing, and collaboration, all within a single platform.
Key Features
Project and Task Management
Plutio offers robust project and task management capabilities. Users can create and manage tasks, set start and due dates, and configure tasks to recur daily, weekly, monthly, or annually. Tasks can be broken down into subtasks, and templates can be saved and reused using the /template shortcut. The platform also supports real-time collaboration on tasks with clients and team members.
Time Tracking and Scheduling
The software includes easy and quick time tracking features, allowing users to log and track work hours efficiently. It also integrates with calendars such as Google Calendar, enabling seamless scheduling and synchronization of events and tasks.
Invoicing and Payments
Plutio features a built-in invoicing system that allows users to create and send professional invoices, including recurring invoices. It supports various payment methods, such as Stripe, Square, and PayPal, enabling businesses to accept online payments directly. The invoicing process is streamlined with the ability to add tasks to invoices and split invoices into installments.
Client Management and CRM
The platform includes a powerful CRM and client portal, facilitating easy management of clients and leads. Users can create profiles for companies and individuals, log and schedule calls and meetings, and add private notes to contact profiles. Custom fields can be added to track more details about clients, and profiles can be archived to suspend access to the workspace.
Collaboration and Communication
Plutio enhances team collaboration through real-time messaging, integrated emails, and live-chat widgets that can be embedded into websites or added to proposals and invoices. The platform supports formatting messages with emojis, bolded text, lists, and more. It also features intelligent timezone handling and message scheduling to ensure messages are sent at the right time.
Customization and Dashboards
Users can create fully customizable dashboards and branded client portals with rich content, interactive charts, and dynamic data. These dashboards can be tailored to different user roles, ensuring each user sees only the relevant information. The platform also supports adding images, videos, rich text, and HTML widgets to dashboards.
Forms, Proposals, and Contracts
Plutio allows users to create product and service proposals, contracts, and forms using a powerful design builder. This builder features a live preview, a drag-and-drop system, and extensive styling options, making it easy to create professional documents without any prior design experience.
Automation and Integrations
The software supports automation of repetitive tasks and integrates with over 500 apps through Zapier, enabling the creation of automated workflows. It also features a new integrations directory to connect payment methods, conferencing apps, and calendars.
Security and Permissions
Plutio 3.0 introduces a revamped permissions system, allowing granular control over actions such as viewing, editing, deleting, and creating across all major features. This ensures that sensitive data is managed securely, with the ability to limit permissions by role or individual. Deleted items are archived for 28 days, making them recoverable during this period.
Additional Functionality
- Mobile App: Plutio is accessible via a mobile app, ensuring users can manage their business on the go.
- Templates and Design: Users can leverage professionally-designed templates from the library and customize them using the built-in editor.
- Notes and Notebook: A personal notebook feature allows users to store and reference information quickly, including images, videos, and tables.
- Advanced Custom Fields: Custom fields can be added to projects and tasks, enhancing the ability to track specific details.
- White Labeling: Businesses can replace Plutio’s branding with their own, creating a more personalized experience for clients.
In summary, Plutio is a versatile and powerful tool that streamlines various aspects of business operations, from project management and client relationships to invoicing and automation, making it an ideal solution for small and medium-sized businesses and freelancers.