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Plutio

Software

An all-in-one business platform for freelancers and small teams, with projects, proposals, invoicing and a client portal.

About Plutio

Plutio is an all-in-one business management platform built to run, grow and automate a small business from a single app. Aimed at freelancers, solopreneurs and small teams, it consolidates projects, proposals, contracts, invoices, forms and a CRM into one place — so you stop paying for and switching between half a dozen separate tools.

What is Plutio?

Plutio covers the full arc of client work in one workspace. You manage projects and tasks with time tracking, create proposals and contracts with drag-and-drop editors, send invoices and handle payments, capture leads with forms, and keep client relationships organized in a built-in CRM — all surfaced to clients through branded portals. An AI assistant can even draft proposals, chase invoices and update clients on top of it.

Who it's for

Plutio serves freelancers, solopreneurs and small businesses across many fields — designers, developers, consultants, agencies, photographers and coaches. It suits anyone running client work who wants one branded system for winning, delivering and billing that work rather than a patchwork of subscriptions.

Key features

  • Project and task management with time tracking and collaboration
  • Proposals and contracts with drag-and-drop editors
  • Invoicing and financial management
  • Client scheduling and booking
  • Form builders and a CRM with contact management
  • Client portals and dashboards
  • Timesheets, expense tracking, file storage and a wiki
  • Workflow automation

One app instead of many

Plutio's core promise is consolidation. Instead of a project tool, a proposal app, a contract signer, an invoicing service and a CRM — each with its own login and bill — you run them from one platform where the data is already connected. A signed proposal can flow into a project, which tracks the time, which becomes an invoice, all tied to the same client, removing the copy-paste and subscription sprawl that drain a small business.

AI and automation

Plutio's Super Work AI (Plutio Pal) adds a genuinely useful assistant: it can draft proposals, chase overdue invoices and send client updates without integrations or setup. Combined with workflow automation for repetitive steps, it lets a solo operator offload the administrative busywork that usually eats into billable time.

Make it your own

Plutio is highly customizable and brandable — you can adjust layout, colors and menus so clients experience it as your software, and view work in kanban, list, table, timeline or calendar formats to suit how you think. With support for 25+ languages, multiple currencies and local tax options, it also fits businesses operating outside the US, which many competitors handle poorly.

Client experience that builds trust

Plutio puts a lot of weight on how clients experience the work. Branded client portals give each client a clean, professional place to view projects, approve proposals, sign contracts and pay invoices — instead of a messy trail of emails and attachments. Because the portal carries your branding rather than Plutio's, a solo freelancer comes across as an established, organized business, which is exactly what wins repeat work and referrals. Multiple project views (kanban, list, table, timeline, calendar) mean both you and your clients can look at work the way that makes sense to them.

Why choose Plutio

For a freelancer or small business that wants to run everything — projects, proposals, contracts, invoices, forms and clients — from one customizable, automated app, Plutio is a strong all-in-one choice. Its consolidation, AI assistant and deep branding and localization make it especially appealing to independents who want a professional, self-branded operation without juggling a stack of tools.

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