#1 most frequent
United States of America
48.4%109 installations of 225
What is Plutio?
Plutio is a project management application from the UK company of the same name, featuring configurable shareable task lists, task notifications and alerts, and a client portal.
Categories & Use Cases
Videos
Top Performing Features
Task Management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 9.1
Scheduling
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
Category average: 8.2
Team Collaboration
Team collaboration capabilities let team members work directly with each other and provide team updates.
Category average: 9
Areas for Improvement
Document Management
Document management provides for centralized management of all project documents.
Category average: 7.9
Integration with accounting software
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Category average: 8.4
Support for Agile Methodology
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
Category average: 8.1
Who Buys & Uses Plutio
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
11.6%26 installations of 225
#3 most frequent
Canada
6.7%15 installations of 225
all in one tool to manage, track, and map project progress.
Use Cases and Deployment Scope
Plutio is a fantastic solution that improves task and project management for teams and individuals within an organization. It effectively addresses business problems like task tracking and management, team collaboration and management, allows multiple projects to be managed differently, and allows one to assign tasks and notify team members. The scope of using Plutio as a team includes delegating tasks to team members, allowing team leaders to monitor team activities, and managing multiple projects on a single platform to track the progress of each project effectively. It fosters collaboration and transparency while also helping me to demonstrate dedication to work by maintaining organized and up-to-date task tracking.
Pros
- Task tracking.
- Assigning tasks with sending notifications.
- Start and complete the task with the notified team leader upon completion of the task.
- Different project management.
- Efficient working with the team.
- Assign team members to manage the task with full or partial access.
- Powerful user experience.
- Set reminders of specific tasks or schedules.
Cons
- Better UI that makes the latest or new appearance.
- The search and filter option is up to the main task; it should be for the sub-task.
- Basic file sharing or comment functionality that should be improved.
Return on Investment
- Personal and organizational growth.
- Inspire them to reach their goals.
- Create a work-oriented culture.
- Strengthen team collaboration to achieve goals.
- Measure team members' dedication to the organization.
Usability
Other Software Used
Zoho Mail
The best and most affordable agency back office solution for the modern digital business!
Pros
- Automatically does monthly billing
- Organizes project steps and tasks
- Helps create professional agreements for digital signature
Cons
- Better templates for other project types
- Easier tools for creating proposals (the dark look is hard)
- Hook up with ClickUp easier without the expense of Zapier
Return on Investment
- Positive ROI on billing the client (no employee necessary)
- Great impact on getting contracts signed
- Super easy to implement and didn't cost a thing from the outside
Other Software Used
ClickUp, CloudApp, SurferSEO, SEO PowerSuite
Easy to use Business Process Platform with plenty under the hood
Pros
- Project management
- Business process management
- Its ability to integrate into other systems inherently
- Its ability to integrate into other systems utilizing easy webhooks
Cons
- The Invoicing within the proposal
- Add more Webhooks for deeper integration
- More payment options within invoices
Return on Investment
- Plutio helped us look more professional and close more deals
- We have made more money due to efficiencies of Plutio automation
- Saves me time and money to stay on top of contractors and team members on their tasks
Fairly straighforward task management, plus extras
Pros
- Track tasks.
- Deadlines and alerts.
- Progress within a project.
- Highly customizable.
Cons
- Calendar function shows ALL tasks, not ones that are open or that are upcoming.
Return on Investment
- Keeps my project managers on task and focused.
Alternatives Considered
Basecamp and Trello
Plutio - good all rounder for a small business
Use Cases and Deployment Scope
Our team uses Plutio for project and task management, client invoicing, subscriptions, proposals and contracts, internal wikis and a client CRM database. For a small business like ours with a few team members, we organise most of our work in here. For some clients, we open up our project boards with a client portal. We have some 3rd party integrations (eg with our accounting software)
Pros
- Project and task management
- Invoicing
- Proposals
Cons
- Automations (has been promised but not ready yet)
- Support has not always been timely
- Better third party integrations & API