6 Best Plutio Alternatives for Managing Clients & Projects in 2025

Key Points: 

• Plutio offers core features but lacks key tools for service-based agencies, such as support ticketing, service packaging, and flexible client portal options.
• The blog highlights alternatives that address these gaps, including tools with service catalogs, branded portals, invoicing, and onboarding features.
• You’ll find detailed comparisons, pricing insights, and FAQs to help you choose a platform that fits your agency’s needs better.

If you run a small team or a freelance business, you’ve probably come across Plutio. It’s a business platform that combines your tasks, invoices, and client communication.

However, as your work grows, so do the cracks. Things like limited service packaging, no built-in ticketing flow, occasional slowdowns, and restricted control over client-facing layouts can start getting in the way.

These issues stand out more as your projects grow or clients expect a smoother experience. That’s when you start looking for something more reliable and flexible.

That’s why we put together this list of Plutio alternatives–platforms that fix what Plutio misses. Each tool here fills the gaps Plutio leaves behind.

Quick List of Top 6 Plutio Alternatives

• Agency Handy: All-in-one client portal for managing clients, projects, tasks, invoices, and payments. 
• OneSuite: Client messaging, billing, and CRM tools packed into a single workspace.
• Monday.com: Visual task boards, automation rules, and shared timelines for team coordination.
• ManyRequests: Client portal with custom forms, payment tracking, and service request handling.
• Hello Bonsai: Proposals, contracts, and invoicing built for freelancers and solo professionals.
• Teamwork: Task management, time tracking, and project budgeting built for client service teams.

Reasons to Consider an Alternative to Plutio

Plutio covers the basics, but many users run into gaps as their needs grow. Here are a few reasons people start considering alternatives built for more client-focused workflows

Alt: Reasons to Consider an Alternative to Plutio

Limited Service Packaging Options

Some platforms are built around projects but miss structured service presentation. Without package-based listings, it’s harder to display pricing levels or service bundles. 

For teams that offer standard plans or custom add-ons, this can create confusion and lead to more back-and-forth with clients when scoping work.

Missing Tools for Order Management

When there’s no system for handling client orders, teams often juggle updates across scattered tools. It becomes harder to check what’s requested, what’s in progress, or what’s done. Without clear visibility, it’s easy to lose time, miss steps, or delay delivery across client requests.

No Built-in Support Ticket Flow

If clients can’t submit support tickets through the same platform, tracking issues gets complicated. Teams may depend on emails or chat apps, which aren’t always reliable for managing responses. 

This setup can delay fixes and leave clients waiting without knowing the status of their request.

Basic Portal Appearance Options

A limited client portal design can affect how your business is perceived. If branding tools or access settings are restricted, every client sees the same default setup. 

That’s a problem when different clients have different needs or when your service depends on a strong branded experience.

Quick Comparison Table of Top Plutio Alternatives

This table highlights how each tool handles core needs.

Platform	Invoices & Subscriptions	Multi-Package Service Catalog	Automatic Task Creation	Order Management	Pricing
Agency Handy	✅	✅	✅	✅	$19/month
OneSuite	✅	❌	❌	❌	$29/month
Monday.com	✅	❌	✅	❌	$9/user/month
ManyRequests	✅	❌	❌	✅	$29/month
Bonsai	✅	❌	✅	❌	$15/user/month
Teamwork	✅	❌	✅	❌	$14/user/month

Top 6 Plutio Alternatives Worth Considering for Business and Client Operations

If Plutio no longer fits how you manage clients and projects, it might be time for a change. These top Plutio competitors offer better options for your workflow.

1. Agency Handy

If Plutio no longer fits how your agency operates, Agency Handy might be the upgrade you’re looking for. Plutio works well for freelancers or basic setups, but as your services grow, its limits start to show. 

It lacks features like structured service catalogs, branded client portals, and task flows linked directly to client orders, things that matter when you’re managing a more service-focused business.

Agency Handy is built with agencies in mind. It brings together everything you’d expect from a modern client portal platform without needing extra tools or complex workarounds.

One of the standout features? A multi-package service catalog that lets you display up to three pricing tiers per service. You can even add optional extras so clients can build the exact service they’re looking for, no sales call required.

Getting client info is also easier here. You can create custom intake and order forms that ask all the right questions from the start, whether it’s timelines, budgets, or project goals.

Once a service is selected, tasks don’t have to be set up manually. Every order is linked to a visual task board, so your team knows what to do next and you can track progress without switching tools.

Branding is baked in too. You can fully white-label the portal with your domain, logo, and colors, so every part of the client experience looks and feels like your own.

Communication? Covered. All client chats, feedback, and files stay in one place, tied to the right task or order.

In short, Agency Handy fills the gaps that tools like Plutio often leave open. It’s a cleaner, more complete way to manage services, collaborate with clients, and scale your agency without friction.

Key Features of Agency Handy

Agency Handy brings core agency functions like client management, billing, and task tracking into one place. It’s built to keep daily work organized and easy to manage.

Multi-Package Service Catalog

Agency Handy provides a structured service catalog, presenting multiple packages per service. Each package specifies features, pricing, and deliverables, enabling clients to compare options and select what aligns with their needs. 

Customizable Intake & Order Forms

Build forms that collect the exact details you need before any work starts. Whether it’s onboarding, feedback, or a project request, you can include fields like dropdowns, checkboxes, and text boxes to gather everything from deadlines to budgets. 

In exchange, Plutio includes form creation but lacks the flexibility and direct connection to orders and workflows seen in Agency Handy. With Plutio, form responses often require manual follow-up, while here, the process feeds directly into tasks and orders.

Order and Task Management

Each order is linked to a task board where work can be organized and tracked step by step. Tasks can be grouped by stage, assigned to team members, and monitored. 

The Kanban-style view lets everyone see what’s in progress and what’s pending. You can set deadlines, adjust tasks as needed, and use templates to speed up repetitive workflows. This system keeps your projects on track without needing additional software.

White Labeling and Workspace Configuration

Give your portal a branded experience from top to bottom. Add your logo, use your agency colors, and set up a custom domain. You can customize emails, sign-in screens, and notifications to reflect your voice and visuals. 

Everything your client sees will match your brand identity. There’s no need for third-party tools; this setup supports a consistent look across every interaction with your agency.

Built-in Client Communication

Messages and file feedback stay connected to the right tasks and orders. This avoids scattered emails and helps everyone stay on the same page. You don’t have to switch platforms to check updates; everything is in one place. 

Clients and team members can see the full conversation history, which cuts down on delays and confusion. It’s a straightforward way to keep communication clear and easy to follow.

Support Ticket System

Clients can submit support requests directly from their portal; no emails or phone calls are needed. Each ticket shows its current status and logs every update along the way. 

You can assign tickets to team members, reply from within the platform, and track resolution progress. It keeps your support process structured so nothing gets missed and every request is accounted for.

Pros of Using Agency Handy

• Built-in ticketing for client support
• Public forms for feedback and lead capture
• No third-party tools required for branding
• Attach FAQs and trial options to service listings
• Role-based access keeps client data protected

Agency Handy Pricing Plans

What Users Say About Agency Handy?

Rating on G2: 5 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.”-

Andrew J.

Rating on Product Hunt: 5 out of 5

“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed

Rating on Capterra: 5 out of 5

“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.

Why Should You Choose Agency Handy Over Plutio?

This trimmed-down view highlights the most impactful differences for agencies comparing the two platforms. 

Where Plutio Falls Short	How Agency Handy Solves It
No structured service package system	Multipackage service catalog with optional add-ons
Lacks built-in order management	Orders link directly to task boards
Limited white labeling features	Full branding control, custom domain, and emails
No native ticketing system	Built-in support ticket tracking
Basic client portal customization	Customizable client experience with branded workspace

2. OneSuite

OneSuite is a connected workspace built for freelancers, consultants, and agencies who want to manage their business from one place without juggling multiple tools. 

It combines client communication, task tracking, invoicing, lead management, and document handling in a single, organized platform. 

Compared to Plutio, which can fall short in areas like lead tracking or branded document workflows, OneSuite delivers a cleaner, more structured experience. 

You can manage your pipeline visually, send contracts with e-signatures, and give clients a branded space to view tasks, invoices, and documents, all without needing extra apps.

Key Features of OneSuite

OneSuite brings together essential tools for managing clients, projects, and operations all in one place.

• Client Portal: Branded login area where clients can access their dashboard, track project updates, view invoices, and download shared documents all in one space.

• Invoicing & Payments: Custom invoice templates connect directly to project billing. Clients can pay online via Stripe, PayPal, RazorPay, and more.
• Task & Project Management: Use Kanban or list views to manage tasks. Includes task templates, subtasks, and personal dashboards for individual team members.
• Document Hub: Create editable templates for contracts, NDAs, and proposals. Files can be stored, exported as PDFs, and signed within the platform.
• Lead Pipeline: Capture leads from Gmail, websites, or social media. Tag, organize, and convert them into projects with one click.

Pros of OneSuite

• All-in-one workspace for service businesses
• Strong lead and document management tools
• Branded, client-facing portal
• Easy-to-use interface and clear layout

Cons of OneSuite

• Lacks deep integrations with external CRMs
• Limited automation for recurring tasks
• Some features are better suited for smaller teams

OneSuite Pricing Plans: 

OneSuite has four pricing tiers designed for different team sizes and service needs. Here’s a quick overview:

• Freelancer Plan – $29/month or $24/month billed annually. Includes 1 user, 10 GB storage, 3,000 leads, client portal access, and priority support.
• Solopreneur Plan – $59/month or $49/month annually. Includes 5 users, 30 GB storage, 10,000 leads, and full access to core tools.
• Growing Agency Plan – $149/month or $124/month annually. Supports 20 users, has 60 GB storage, unlimited leads, and full client portal access.
• Large Agency Plan – $239/month or $199/month annually. Supports 50 users, has 100 GB storage, white-label features, and full access.

What Users Say About OneSuite?

Review on G2: 4 out of 5

Because it’s intuitive interface and ease of yes make it easy to navigate and manage tasks, and it also offers competitive pricing plans, making it an attractive option for businesses. The customization options require significant time to learn and occasional technical issues such as slow loading times and errors. – Kristen S. 

 Review on Product Hunt: 5 out of 5

It’s a life-changing product for developers and agencies. It makes the developer’s life easy. I am happy to use it. Thanks, OneSuite team, for providing such product. Thanks. –Amit Samadder 

Is OneSuite Better than Plutio?

OneSuite stands ahead of Plutio for service-based teams needing client portals, lead tracking, and document workflows in one place. It’s ideal for agencies managing sales and delivery under one roof.

Plutio works better for those focused on internal project control. With stronger task automation and time tracking, it suits teams managing execution more than client-facing processes. 

3. Monday.com

While Plutio supports basic client work, Monday.com takes the lead in task visibility, workflow setup, and automation, ideal for teams managing multiple projects.

Originally built as a collaboration tool, Monday.com has grown into a flexible work OS used across industries. It lets teams manage tasks with customizable boards, multiple project views (like Gantt or Kanban), and time-saving automations. 

Monday.com also integrates with popular tools like Slack, Zoom, and Google Workspace, making it easy to fit into existing workflows.

However, it doesn’t include native features like invoicing, proposals, or client portal functions Plutio does provide, though in a more limited project environment. 

Key Features of Monday.com

Monday.com includes tools for managing tasks, tracking progress, and keeping teams connected.

• Workflows & Automations: Monday.com lets you automate routine actions like sending reminders, updating statuses, or notifying teammates. 
• Project Views: Switch between Kanban, timeline, Gantt, calendar, or table views. Teams can choose the layout that best matches their workflow and preferences.

• Team Collaboration: Tasks serve as communication threads where team members can comment, tag others, upload files, and keep all updates in one place.
• Dashboards & Reporting: Build dashboards to track workload, deadlines, and progress across multiple boards. View key project data in one visual, easy-to-scan layout.
• Integrations: Connect with over 200 tools like Slack, Zoom, Dropbox, and Google Drive. These integrations help keep everything synced across platforms in real time.

Pros of Monday.com

• Highly customizable boards and workflows
• Wide range of views and reporting tools
• Strong automation and integration library
• Scales easily across teams and departments

Cons of Monday.com

• Can feel overwhelming for new users
• Some key features are locked behind higher-tier plans
• Not ideal for detailed financial tracking or invoicing

Monday.com Pricing Plans:

Monday.com has several pricing tiers based on team size and feature needs. Here’s a quick breakdown.

What Users Say About Monday.com?

Review on G2: 4.5 out of 5

Monday.com helps you organize your everyday tasks simply and effectively; you can create any worksheet to track your project development. monday.com sometimes creates too much clutter.- Arley A.

Review on Capterra: 4 out of 5 

We have used Monday as a project management and bug-tracking tool. Our developers and designers could communicate per point to solve bugs and improve the designs on specific areas. Also allowed us to plan more efficiently. – Mischa Z

Is Monday.com Better than Plutio?

Monday.com is the better pick for teams needing flexible workflows, multiple project views, and automation. It’s built for managing complex tasks and scaling across department areas where Plutio feels limited.

Plutio, on the other hand, suits freelancers or small teams looking for an all-in-one tool. It includes invoicing, proposals, and a basic client portal, which Monday.com doesn’t provide natively.

4. ManyRequests

ManyRequests is a client portal platform built for agencies and service providers who want to manage client requests, communications, and payments in one place. It’s especially useful for productized service businesses with recurring clients or those offering fixed service packages.

Compared to tools like Plutio, ManyRequests leans more toward improving the client-facing experience. It doesn’t try to be a full project management system but instead focuses on smoother request handling, branded portals, and simplified billing. 

That said, it lacks some of Plutio’s flexibility in task setup or workflow automation.

Key Features of ManyRequests

ManyRequests combines key agency operations into a single interface like request tracking, billing, communication, and many more.

• Subscription & Flexible Billing: Set up billing models like subscriptions, one-time payments, or usage-based credits. 
• Branded Client Portal: Each client gets a personalized portal with your brand’s colors, logo, and custom domain. Clients can submit requests, track progress, view files, and make payments.

• Request & Task Management: Client requests appear in a Kanban-style queue. Assign tasks, set deadlines, and track updates while keeping everything organized for repeat service workflows.
• Checkout Forms & Service Catalog: Display your services with visuals, pricing, and descriptions. Clients fill out custom forms during checkout, while collecting the right info without follow-up emails.
• Built-in CRM: Store client profiles, messages, files, and project history in one place. It keeps everything connected and easy to manage.

Pros of ManyRequests

• Clean, modern client experience
• Full branding control
• Flexible billing models
• Built-in CRM and service catalog
• Smooth client onboarding flow

Cons of ManyRequests

• Limited third-party integrations
• Lacks deep automation features
• Best suited for creative or productized service agencies

ManyRequests Pricing Plans:

All plans come with a 14-day free trial, and no credit card is required.

What Users Say About ManyRequests?

Review on G2: 4 out of 5

We have been using manyrequests for almost a year now for our client projects and its one of the best project management system and a client portal we have used so far, it has almost all the customization options we require, time tracking, checklists, ticketing and feedback from our clients,  which helps us to combine everything in one place. – Sharon J. 

Is ManyRequests Better than Plutio?

ManyRequests is better than Plutio for agencies focused on client-facing services, recurring billing, and branded request portals. It’s ideal for productized service setups with a smoother, more structured client experience.

Plutio is stronger for internal task control and automation. It suits solo users or small teams managing detailed project workflows over a client presentation.

5. Bonsai

Bonsai is a business management platform designed for freelancers, consultants, and agencies to handle everything from proposals and contracts to invoicing, task tracking, and financial reporting. 

It brings structure to the client workflow by combining project and finance management in a single interface. While it may not offer the same level of project depth as some task-heavy tools, it covers the full lifecycle of a client relationship with minimal setup.

Compared to Plutio, Bonsai’s strength lies in its polished, end-to-end client journey. With templates, time tracking, scheduling, and CRM tools all baked in, users can focus more on delivering work than setting up systems. 

Key Features of Bonsai

Bonsai brings together the core tools freelancers and small teams need to manage work, clients, and payments. 

• Proposals & Contracts: Bonsai includes customizable templates for proposals and legally sound contracts. You can create, send, and get them e-signed directly in the platform. 
• Invoicing & Payments: You can generate branded invoices linked to projects and track payments in real-time.
• Task & Project Management: Organize work using project timelines, task lists, and workload planning tools. It’s more than enough for teams needing visibility without too much complexity.

• Time & Expense Tracking: Track time across projects and log expenses with one-click tools. Bonsai also includes timesheet locking, rate cards, and profit tracking.

Pros of Bonsai

• Great all-in-one solution for service-based businesses
• Clean, user-friendly interface
• Strong invoicing, contracts, and client onboarding tools
• Built-in CRM and scheduling tools
• Excellent for freelancers and small teams

Cons of Bonsai

• Limited project workflow customization
• Automation is basic compared to advanced platforms
• Not ideal for teams needing complex task hierarchies

Bonsai Pricing Plans:

All plans come with a free trial, making it a good choice for those exploring Plutio alternatives for free before committing to a long-term tool.

What Users Say About Bonsai?

Review on Product Hunt: 4 out of 5

Great app, but really expensive compared to similar alternatives out there (Indy etc). It allowed me to add late fees on my invoices, but when a client was late with their payment the invoice showed some strange breakdown and the support team is still working on it on the back end. A bit surprised I am the first one the bring it up, hence I’m looking for an alternative to avoid confusing my clients – Kelly Kurtz

Review on Capterra: 4.9 out of 5

I can’t complain. Bonsai does a great job of getting me paid. Invoice options, and automations work well out of the box and make sense with no need for configuration. The cost would be too high if I didn’t get a lifetime discount through webflow. – Christian G.

Is Bonsai Better than Plutio?

Bonsai is a better fit than Plutio for service providers who need contracts, invoicing, and client management in one place. Its built-in templates and finance tools make it ideal for freelancers and small agencies.

Plutio, however, outperforms Bonsai in detailed project execution and task automation. It’s more suited for teams managing complex timelines, multi-step workflows, and internal collaboration.

6. Teamwork

Teamwork is a project management platform designed with client service teams in mind, particularly agencies, consultancies, and firms handling complex deliverables. It brings task tracking, time management, billing, and resource scheduling under one roof. 

Compared to Plutio, Teamwork shines in handling multi-layered projects and tracking performance across multiple clients.

While it may feel feature-heavy for smaller teams or solopreneurs, it’s a strong contender for teams managing multiple client accounts, especially when financial tracking and workload planning are priorities.

Key Features of Teamwork

Teamwork is built to manage client projects at scale, giving teams full control over tasks, time, budgets, and collaboration. Here are some of its standout features:

• Advanced Time Tracking: Log hours per task or project, monitor billable vs. non-billable time, and keep budgets under control.
• Multiple Project Views: Choose from Kanban, Gantt, List, or Table views to organize work the way your team prefers.

• Workload & Resource Management: Assign tasks based on team availability and monitor workload to avoid burnout or overbooking.
• Custom Reports & Dashboards: Build reports to track performance, resource use, and project health customizable for each team or client.
• Client Collaboration: Invite clients to view progress, approve deliverables, or leave feedback through secure shared dashboards.

Pros of Teamwork

• Excellent for client-based project tracking
• Strong time tracking and financial reporting tools
• Multiple project views and templates
• Built-in workload management
• Customizable dashboards and client access

Cons of Teamwork

• It can feel overwhelming for smaller teams
• Most advanced features require higher-tier plans

Teamwork Pricing Plans:

Teamwork offers multiple pricing tiers designed to fit teams of different sizes and project needs. Here’s a quick look at what each plan includes.

What Users Say About Teamwork?

Review on G2: 4.5 out of 5

Nice view. work with customer. using custom fields. good filters and exports. Only using in browser on macook, missing an software for it. and missing function to save configuration for displayed rows(template) in my project.-Christoph H.

Review on Product Hunt: 5 out of 5

Great for project management, creating & assigning tasks, keeping track of deadlines.-Divyansh Kulshreshtha

Is Teamwork Better than Plutio?

Teamwork is better than Plutio for agencies managing high-volume, client-based projects with detailed financials and time tracking. Its reporting, scheduling, and multi-user support are far more scalable for growing teams.

Plutio may still be a better fit for smaller setups or those wanting built-in proposals and a simpler all-in-one interface. For solo service providers, Plutio’s lighter system may be more practical.

What Features Should You Look for in Plutio Alternatives?

If you’re considering a switch from Plutio, chances are it no longer meets your client-focused needs. Not every alternative will, so it’s key to know which features truly matter.

Alt: What Features Should You Look for in Plutio Alternatives

• Flexible Project Setup: Choose a platform that lets you organize tasks, timelines, and workflows in a way that fits how your team actually works.
• Multi-package Service Catalogs: Let clients view and choose from clearly defined service tiers. This reduces back-and-forth and sets clear expectations from the start.
• Clear Task Assignment: Make sure the tool makes it easy to assign responsibilities, track progress, and avoid confusion especially on bigger projects.
• Order-to-Task Connection: Tasks can be created as soon as a service is requested. It helps keep work organized without manual setup.
• Built-in Communication Tools: Look for shared dashboards, chat options, or file-sharing features that keep everyone connected without relying on outside apps.
• Invoicing and Budget Tracking: If billing is part of your workflow, pick a tool that includes features for invoices, payments, and expense logging right out of the box.
• Support Ticket Tracking: Let clients raise issues or questions through a ticket system. Your team can manage responses and status updates in one place.
• Simple Client CRM: Store contact info, past projects, files, and notes for each client. Keeping everything in one place saves time and avoids confusion.

So, Which One is The Best Plutio Alternative?

If you’ve been running into limitations with Plutio, like the lack of structured service catalogs, basic client portals, or disconnected task and order flows you’re not alone. 

Many users are initially drawn to Plutio’s all-in-one approach, but as client operations grow and become more service-oriented, its limitations start to show.

That’s where Agency Handy comes in. Built specifically for service-based teams and agencies, it bridges the gaps Plutio leaves open without needing extra tools or complicated setups. 

When looking for a true replacement, you’ll want more than just task boards. You need features like service package catalogs, order-linked tasks, branded client portals, intake forms, reusable task templates, and built-in billing features that most tools offer only partially or through third-party add-ons. 

Agency Handy brings all of these together in one platform, without adding unnecessary complexity.

Wrapping Up

Finding the right Plutio alternative comes down to what your business is missing—whether it is structured service offerings, better client handling, or built-in billing features.

If your current setup feels limited as you grow, there are platforms out there that cover more ground without adding extra complexity. The right tool should support your workflow from start to finish, helping you manage clients, tasks, and payments—all in one place.

FAQs

Is Plutio suitable for agencies offering productized services?

Plutio offers core features like tasks, invoices, and proposals, but it lacks key tools that support productized service models—such as public-facing service catalogs, automated order-to-task flows, or integrated upsell options during checkout.

How does Plutio handle recurring billing and subscriptions?

Plutio supports recurring invoices, which is helpful for retainer-based work. However, it lacks more advanced billing logic—such as billing based on usage, tiered pricing, or automated trial-to-paid conversions—that some other platforms include for service-based businesses.

How customizable is Plutio’s client portal experience?

Plutio provides a branded client portal, but customization is limited. You can add a logo and color theme, but custom domains, modular layout control, or hiding certain sections per client aren’t supported natively—features some competitors offer out of the box.

How well does Plutio support team collaboration?

Plutio supports basic collaboration through shared tasks, comments, and mentions. However, it lacks advanced team coordination tools like workload balancing, internal-only task notes, or separate team dashboards—features that can improve visibility across larger teams.

Can I assign user roles or set granular permissions in Plutio?

Plutio includes standard roles like Admin, Staff, and Client, but permission controls are relatively limited. You can restrict access at a broad level, but more granular settings—like hiding specific tasks or sections within a project—aren’t currently supported.