Plutio review (2026): pricing, features, pros and cons

Projects and tasks

You manage projects and tasks with kanban, cards, list, table, timeline and calendar views, plus custom fields and permissions. Timesheets track time inside tasks.

Proposals, contracts and invoices

Proposals, contracts and invoices are built in a drag-and-drop editor. Plutio supports local taxes, multiple currencies and payments through Stripe, PayPal or Square, with no transaction fees from Plutio.

Forms and scheduling

Forms are built in the same editor, and schedulers and a calendar let clients book time with you.

Messaging

Comments, direct messages, channels and project discussions keep conversations in Plutio. Plutio says clients can reply without logging into the app.

Plutio Pal

The AI assistant drafts proposals, contracts, project task lists and client emails, and summarizes conversations. Monthly credits are 500 on Core, 2,500 on Pro and 10,000 on Max. Plutio says your data isn't used for AI training.

Client portal and pages

Plutio lets you build interactive pages for client portals, dashboards, reports and notes, so the portal can show clients the parts of the workspace you choose to share.

White label, team and SSO

White label is a $9 a month add-on on Core and Pro and included on Max; the pricing page doesn't state which plan includes a custom domain. Pro includes 30 contributors and offers SSO for $5 a month. More contributors can be added to Pro for a fee. Max includes unlimited contributors under fair use, plus SSO.

Apps and automations

Native apps for iPhone, iPad and Android and desktop apps for Mac and Windows come alongside the web app. Automations and an API connect Plutio to other tools. Automation is metered in workflow actions: 500 a month on Core, 5,500 on Pro and 50,000 on Max. Integrations and API access are unlimited on every plan.

Because everything lives in one app, clients can find their proposals, contracts and invoices and follow the work in one place, branded as yours if you add white label. They can book time through your scheduler, fill in your forms and pay invoices by card or PayPal. For a freelancer, that's tidier than scattered attachments and payment links.

Plutio says clients can reply to messages without logging in, which helps clients who live in email. Its public pages don't spell out how clients sign in to the portal or whether the native apps are meant for clients as well as your team.

The flip side is breadth. Plutio can feel crowded, and clients may see more than they need unless you set the portal up carefully. There's no request queue at the center of the product, so a client asking for something new usually sends a message. Plutio Pal helps you write faster, but nothing on paper chases quiet clients for you. The 7-day trial is short, so set up one real client's portal on the first day and send them an invite.

Plutio charges per plan, with limits on active clients and contributors. Core is $19 a month for 9 active clients and no extra contributors. Pro is $49 for unlimited clients and 30 contributors. Max is $199 for unlimited clients and contributors, with white label and SSO. Yearly billing is $190, $490 and $1,990 a year. Enterprise is custom for 100+ users. The trial is 7 days with no card, limited to 3 active clients and 3 contributors. White label is free during the trial. If you don't subscribe, the workspace locks as you left it until you pick a plan.

A 5-person team with 10 clients needs Pro at $49 a month. Core caps at 9 active clients and has no room for a team. An active client is one invited into your workspace and not archived, and archiving a client frees the slot, so a freelancer with 12 clients but only 9 active at once can stay on Core. Add $9 a month for white label, and it's $58. That's low for what's included, as long as you're fine doing the client follow-up yourself. On yearly billing, Pro is $490 a year, about $40.83 a month.

Pro covers a wide range of team sizes. A 3-person team pays the same $49 (or $58 with white label), and so does a 15-person team, since Pro includes 30 contributors. Only past 30 contributors, or if you want white label and SSO bundled, does Max at $199 come into play. Solo freelancers with 9 or fewer clients can stay on Core at $19.

Integrations: Stripe, PayPal, Square, API.

Plutio packs a lot into a low price: projects, proposals, contracts, invoicing, forms, scheduling, messaging, a client portal, native apps and AI credits on every plan. For a team of anywhere from 2 to 30 people, Pro at $49 is very good value. It can feel crowded, white label costs extra below Max, the trial is short and follow-up is still yours to do. Choose it if you want one affordable app for most of the business and you'll take the time to keep the client view tidy.