10 Best Plutio Alternatives and Competitors in 2024

As a business owner, you’re always looking for tools that can help your workflow and day-to-day operations run smoothly. Plutio is one of those all-in-one platforms designed to handle everything from project management to invoicing, but it may not tick all your boxes.

In this guide, we’ll explore the ten best Plutio alternatives in 2024, each offering its unique strengths. We hope this guide will help you narrow your search and find the perfect tool to take your business to the next level. 

Plutio—what is it and what does it do?

Plutio is an all-in-one business management platform tailored for freelancers, small businesses, and agencies. Its features are designed to:

• help manage projects
• collaborate with clients and teams
• track time, send invoices
• create proposals

It’s designed to be a one-stop solution that provides businesses and agencies with everything they need in one software package.

Why Plutio may not be working for you

However, no matter how comprehensive or robust Plutio’s features are, they may not be perfect for every business. If you’ve reached this part by now, you’re probably one of those business owners who may have second thoughts about whether Plutio is the right platform for you.

Here are a few reasons why you might be searching for Plutio alternatives:

• Limited customization: Although Plutio has various features, it may not provide the level of customization some agencies require, especially when handling unique workflows or larger teams.
• Scalability issues: As your agency grows, you may find Plutio’s features or capabilities aren’t enough to handle more complex projects, larger teams, or a bigger client base.
• User interface and experience: Some users find the interface cluttered or not as intuitive as they’d like, which can slow down workflows and lead to frustration.
• Missing niche features: Plutio tries to be an all-in-one tool, but it might lack certain specialized features you might specifically need. For example, some agencies may want more advanced reporting, proposal creation, or client onboarding options.

If you’ve been experiencing any of these issues, it might be time to explore other options that more closely fit your specific needs.

What to look for in Plutio alternatives

Whether you're finding it difficult to scale with Plutio, missing key features that align with your agency’s needs, or simply want to explore new tools that might fit better, you’re not alone. 

Many agencies are in the same boat, looking for alternatives that can boost efficiency, improve collaboration, and help them better manage clients and projects. When searching for Plutio alternatives, you must identify the most important features to your agency. 

Here’s a breakdown of key aspects to keep in mind:

• Look for a tool that allows you to customize workflows, project timelines, and clear task assignments. You might need a tool with advanced task management features if you work with larger teams or have complex projects.
• Strong communication and collaboration features—like shared workspaces, chat integrations, and file sharing—are essential to keep everyone on the same page.
• If invoicing, budgeting, or expense tracking is a core part of your agency, you might need an alternative with robust financial tools.
• Your agency's needs may evolve, so the tool should be customizable and scalable for your business as you grow.
• A user-friendly interface means a shorter learning curve, which will help your team get up and running faster.
• The ideal alternative should seamlessly integrate with your agency's other tools, such as CRM platforms, marketing automation software, or accounting tools.

Our 10 Best Plutio Alternatives

We’ve explored various Plutio alternatives and compiled our top recommendations for you to study.

1. ManyRequests

ManyRequests is best overall for streamlining client requests and task management

ManyRequests was designed with agencies in mind—specifically, how to make agencies’ operations flow smoother in all aspects. This Plutio alternative helps agencies manage client requests, payments, and projects all in one place. Compared to Plutio, ManyRequests has an easy-to-use interface, reducing the learning curve. 

These are the features that make ManyRequests a winner:

Comprehensive client-facing portals and in-house team task management

Whether dealing with clients or overseeing your team’s progress, ManyRequests allows you to customize your approach. For example, you can gather feedback from clients within the platform. You can also track the progress of the tasks your team members are currently working on. This includes time-tracking features, kanban boards, and checklists. BONUS: ManyRequests also makes it possible to create an automated client onboarding experience for your new clients.

Built-in CRM software

Some businesses have separate project management software and CRM software. With its own CRM, ManyRequests makes it easier for agencies to manage clients (sales, feedback, analytics, etc.) and oversee tasks via one platform.

Easy invoicing and payment tracking

Increase your cash flow by using ManyRequests’ automated billing and invoicing features. Aside from drastically lessening hours spent on manual financial tasks, you can work on more top-level growth strategies instead. 

Pros:

• Excellent client collaboration features
• Simplifies onboarding and project tracking
• Allows for branded client portals
• User-friendly 

Cons:

• Limited integrations with other tools
• Might lack advanced project management features for larger teams

Pricing:

• Starter ($99/month if paid monthly; $79/month if paid yearly)
• Core ($149/month if paid monthly; $119/month if paid yearly)
• Pro ($399/month if paid monthly; $319/month if paid yearly)
• Enterprise (Book a call with the ManyRequests team for a custom quote)

2. ClickUp

ClickUp is best for teams managing a combination of tasks, documents, and projects

ClickUp is a powerful project management platform offering a broad set of features, making it ideal for agencies of all sizes. It covers every aspect of agency operations, from task management to goal tracking. The customizable interface allows you to set up workflows and dashboards that fit your team's needs. It’s known for its flexibility, allowing you to organize projects in various ways, whether through lists, boards, timelines, or even sprints.

Here’s what’s so cool about ClickUp:

There’s a view for everyone

‍Individuals have different preferences—some prefer list views of tasks, and some prefer board views. With ClickUp, you can view tasks via a list, a Kanban board, a table, or even a Gantt chart with milestones that can be separated as tasks.

Automation features are ahead of the game

‍You can already use over 100 pre-made automation in your workflows, tasks, and more. If you don’t find anything you need, you can create your own. Essentially, ClickUp gives you ready-made automation and the power to make new ones from scratch.

The new AI assistant is pretty nifty

‍Imagine project management with an actual assistant. The ClickUP AI assistant was made to help project managers with status reports, project briefs, you name it. Aside from having an all-in-one tool, it takes some of the workload off your back.

Pros:

• Extensive project management views that every department or individual can customize according to their preference 
• The free plan is already substantial
• Built-in automation settings

Cons:

• No billing or invoicing features
• Can be overwhelming due to the robust feature set

Pricing:

• Free plan available
• Unlimited: $7/month per user
• Business: $12/month per user
• Enterprise: Contact the ClickUp team for the exact pricing

3. HoneyBook

HoneyBook is best for freelancers, independent consultants, or small agencies focused on client management

HoneyBook is designed to streamline the process of booking clients, managing projects, sending invoices, and receiving payments. It simplifies the administrative side of client work, offering features like customizable templates, project tracking, and built-in communication tools to help you stay on top of everything.

Smoother invoicing and payment process

‍Manage all invoices, payments, and payment reminders from one place. Aside from helping you get paid faster, clients also get to experience a hassle-free payment experience whether it’s a one-time payment or a recurring payment. BONUS: HoneyBook allows you to create and send invoices via your mobile app too! 

Automated client management workflows for frictionless collaboration‍

Communicating with clients is necessary—but time-consuming. With HoneyBook, you can create custom automations that can help you send automatic messages, send automatic reminders of follow-ups, set future task reminders, or even send pricing information automatically when you receive an inquiry.

Templates for different stages of the customer journey‍

Access ready-made templates for pricing guides, intake questionnaires, brochures, proposals, contracts, and even invoices and feedback forms. Then, you can tweak and customize them to align with your brand.

Pros:

• Easy to use, even for beginners
• Offers templates for contracts, proposals, and emails
• Mobile app is convenient and easy to use
• Integrates with basic business tools like Gmail, Calendly, Quickbooks, and Zapier

Cons:

• Limited customization options for larger teams
• Some users report that it lacks advanced reporting features

Pricing:

• Free trial for seven days
• Starter: $19/month if paid monthly; $16/month if paid annually (with two months free)
• Essentials: $39/month if paid monthly; $32/month if paid annually (with two months free)
• Premium: $79/month if paid monthly; $66/month if paid annually (with two months free)

4. BetterProposals

BetterProposals is best for businesses who take pride in polished and professional proposals

Contrary to its name, BetterProposals is so much more than just proposals. It is a proposal management tool that helps agencies create stunning, professional proposals with ease. The platform offers pre-designed templates and allows for customization, making it easy to send polished documents to clients quickly. 

Customizable proposal templates for various industries‍

Save time and choose from a library of professionally-created proposals and quotes. Once you’re in the negotiation stage, BetterProposals also has tons of contract templates to choose from—spanning multiple industries and niches. 

Built-in e-signature and payment integrations‍

Gone are the days when you’d have to create documents in one platform, send them via another and sign them via another tool. BetterProposals has simplified the process with built-in digital signatures that help fast-track the movement of documents.

Streamlined onboarding process‍

Once your new clients seal the deal, keep the momentum going by creating a smooth, effortless, and automated onboarding experience. 

Pros:

• Professional, easy-to-use templates
• Built-in functionality for closing deals quickly
• Time-saving automation for repetitive tasks

Cons:

• Limited project management features beyond proposals
• Pricey for smaller teams who don’t send out proposals often

Pricing:

• 14-day free trial available
• Starter: $19/user/month when paid monthly; $13/user/month when paid annually
• Premium: $29/user/month when paid monthly; $21/user/month when paid annually
• Enterprise: $49/user/month when paid monthly; $42/user/month when paid annually

5. Trello

Trello is best for teams who prefer simple, visual task management

Trello is a simple, visual project management tool that uses boards, lists, and cards to help you organize tasks. It’s highly intuitive, making it a great choice for smaller teams or those new to project management software. Trello’s strength lies in its simplicity, and it’s ideal for agencies that want an easy-to-use platform for tracking daily tasks and collaborating with team members.

Visual task management with boards and cards‍

While boards are available to all users, the paid accounts give access to additional views such as timeline, table, calendar, map, and workspace. The map view, for example, displays location-based data—real estate properties or event planning tasks will benefit from this view. Meanwhile, the Calendar view is useful for editorial calendars or social media planning.

Smooth drag-and-drop functionality‍

One of the reasons why Trello remains to be an “oldie but goodie” is its simplicity. The drag and drop functionality keeps the platform intuitive and easy to use even for not so techy people.

Create custom rules and automation‍

With Trello’s Butler, users can create no-code automation to help keep things running smoothly in the background. Simply choose triggers and corresponding actions and let Butler do the heavy lifting.

Pros:

• User-friendly and highly visual
• Great for small teams or simple projects
• Free plan available with generous features
• Features multiple integrations with third-party apps

Cons:

• Lacks advanced project management capabilities
• Limited scalability for growing teams

Pricing:

• Free forever plan available
• Standard: $6/user/month if billed monthly; $5/user/month if billed annually
• Premium: $12.50/user/month if billed monthly; $10/user/month if billed annually
• Enterprise: $17.50/user/month if billed annually 

6. Monday.com

Monday.com is best for agencies with different teams managing multiple projects

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Monday.com is known for being a platform that an entire business can use for different functions. Its intuitive interface allows teams to create custom workflows, assign tasks, and track progress with ease. Monday.com excels in visualizing project timelines and workloads, making it perfect for agencies with different teams that that juggle several projects at once.

Function-specific features

With Monday, business owners can get an overview of what’s happening with all teams and projects. Aside from task management, the Monday CRM streamlines sales processes and client management. Monday dev is set up to specifically cater to product development teams.  

Visualize data through custom dashboards

Change the way you make business decisions by using data-driven insights as basis. Generate reports, access summaries, and track progress of individuals, teams, or the entire company. You can also customize the way you prefer to see your data—charts, graphs, tables, etc. 

Code-free automations for maximum efficiency

Save time by turning repetitive tasks into automations. Monday’s AI tool also helps with inserting these automations into your workflows—you just need to prompt it. 

Pros:

• Highly customizable for different types of teams
• Scalable to fit growing agencies
• Excellent collaboration features
• Integrates with 200+ widgets and apps

Cons:

• Can become expensive with advanced features and a bigger team
• Steeper learning curve for beginners

Pricing:

(based on a number of three seats; price changes as seats increase)

• Free forever plan available (up to 2 seats)
• Basic: $9/seat/month billed annually
• Standard: $12/seat/month billed annually
• Pro: $19/seat/month billed annually
• Enterprise: contact the sales team

7. Wrike

Wrike is best for agencies with complex projects and multiple stakeholders

Wrike was built for streamlining complicated projects with multiple stakeholders. Its strength lies in its ability to help leaders create a visualization of large-scale projects that have multiple moving parts.

Collaboration at the forefront

Wrike makes it possible to collaborate seamlessly across different teams and departments. Features that support this include cross-tagging to avoid duplicates, creating approval chains, and implementing routing processes.

Work Intelligence® takes automation to the next level‍

Automate your workflows across different teams, projects, or even the entire organization. Create specific rules and connect your favorite tools to fully automate your entire workflow. Wrike can even sync seamlessly with Adobe Creative Cloud.

Enabling effective resource planning and management‍

Achieve the most efficient strategy for managing your resources. Wrike helps you anticipate demand, optimize workload, and stay on budget. Utilize existing templates for product roadmaps and communication plans. 

Pros:

• Great for large projects and teams
• Highly customizable workflows
• Extensive integration options
• 24/7 global support

Cons:

• Overkill for small teams
• Expensive for advanced features

Pricing:

• 14-day free trial
• Team: $9.80/user/month
• Business: $24.80/user/month
• Enterprise: Contact the Wrike team
• Pinnacle: Contact the Wrike team

8. Asana

Asana is best for teams that prioritize task management

Asana is primarily a task-focused platform that helps teams manage tasks, projects, and deadlines in one place. Its easy-to-use interface allows teams to organize work visually with lists, boards, or timelines, making collaboration more streamlined. 

Create a clear direction with Asana tasks and goals

Asana’s straightforward interface makes it easy to connect each task or project to a specific company objective or key result. Additionally, for each task you can customize the fields to ensure each team member has the necessary information to move forward. Choose your preferred view and spot blockers and dependencies.

Real-time bird’s eye view of everything

Create dashboards that reflect the data and information you need to see anytime. Choose how you want this data to be visualized, set filters, and monitor as often as you need to. You can create project dashboards for data on individual projects or tasks, portfolio projects which show data across projects under one portfolio, and universal reporting for data you need to pull across the entire team.

Asana AI

Asana AI is more than just a tool—it’s like having extra teammates onboard. Asana AI can help provide insights based on the data in the platform, provide summaries, automate tasks, and even answer your questions. 

Pros:

• User-friendly and intuitive
• Great for team collaboration
• Offers a free plan with key features

Cons:

• Limited features in the free plan
• Not as customizable as some competitors

Pricing:

• Personal: Free forever
• Starter: $10.99 per user per month billed annually
• Advanced: $24.99 per user per month billed annually
• Enterprise and Enterprise + : contact sales team

9. SuiteDash

SuiteDash is best for those who prefer working on only one software

SuiteDash calls their platform “the Swiss Army Knife of Software” because it literally has every functionality needed for managing clients and projects. SuiteDash is perfect for agencies that want an integrated solution to manage their client relationships and projects without juggling multiple apps.

Client onboarding on autopilot‍

Even though it has many functionalities and features related to internal task and project management, SuiteDash’s main focus is the client’s customer journey. Create automated onboarding processes to guide new clients once they sign up with you—this will give a great first impression and get you off to a great start. Plus, you no longer have to handle onboarding manually.

Opportunities for monetization of online courses and communities‍

Create courses for clients, customers, and even team members. You can even monetize them and transform them into valuable assets for your brand. SuiteDash has a vast array of features that make it possible to build engaging courses within the platform, lock content until certain criteria are met, and embed various media within the courses.

Enhanced CRM functionalities ‍

Manage your potential clients, deals, and existing clients within the same platform. Enhance your workflow by automating lead generation and other key processes by creating funnels and workflows. 

Pros:

• Comprehensive tool for client management
• Customizable dashboards
• Replaces a lot of the tools most businesses use already

Cons:

• Steeper learning curve for smaller teams
• Can be too much for smaller teams

Pricing:

• 14-day free trial
• Start: $19/month; $180/year; $2,240 lifetime
• Thrive: $49/month; $480/year; $3,940 lifetime
• Pinnacle: $99/month; $960/year; $6,840 lifetime

10. Teamwork

Teamwork is best for agencies managing multiple projects for multiple clients

Teamwork features tools for task management, time tracking, and collaboration which help keep projects organized and teams aligned. It’s a great choice for agencies that need to manage workflows across distributed teams and clients.

Proactive resource and workload management‍

Teamwork’s Resource Scheduler and Workload Planner helps agencies avoid situations like overworking, overloading, and even underloading the workforce. Forecast your business capacity to keep you one step ahead. 

Comprehensive templates library‍

Figuring out how to best set up Teamwork to reflect your operations? Teamwork has ready-made templates for different scenarios and different functions. There are templates for content planning, client onboarding, creative requests, and even bug tracking. You just need to tweak and customize them a bit and then you can get started on using them. ‍

Budget and time tracking‍

Get a clearer picture of how your team’s time is spent—Teamwork’s time tracking tools can help your quest for efficiency and productivity. Leverage timesheets, time estimates, and actual time logs. Businesses will also be able to create budgets for each project and track the corresponding hours and funds spent on them—and receive notifications when the threshold is near. 

Pros:

• Great for managing client-facing projects
• Robust time tracking and billing features
• Easy-to-use collaboration tools

Cons:

• Can get pricey as teams grow
• Lacks advanced reporting features

Pricing:

• Deliver: $13.99/user/month billed monthly; $10.99/user/month billed annually
• Grow: $25.99/user/month billed monthly; $19.99/user/month billed annually
• Scale: $69.99/user/month billed monthly; $54.99/user/month billed annually
• Enterprise: Talk to the team for the exact quote

Make the best choice for your business needs: start exploring Plutio alternatives now

For teams seeking a project management tool with flexible task tracking, ClickUp will meet your needs. And if you need one platform to handle both project workflows and client communications, HoneyBook is a solid choice for freelancers and small agencies.

However, if you're looking for a solution that excels in overall client management across their entire lifecycle, plus solid invoicing processes, we recommend ManyRequests—perfect for agencies handling client requests and managing memberships. Try ManyRequests for free—and experience what is possible.

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Originally Published: July 30, 2021

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