Plutio is a business management app for freelancers and small studios. It is good at breadth on every plan: projects, tasks, proposals, contracts, invoices, scheduling, forms, time tracking and a client portal are on Core, Pro and Max alike, and Plutio takes no cut of invoice payments.
Agencies look elsewhere when they outgrow Core (solo, 9 active clients), when white-label is an add-on below Max, or when they want a tool built around agency delivery. The seven tools below cover those cases.
Core is solo with 9 active clients. Adding a second person or a tenth active client means moving to Pro at $49/mo billed monthly.
White-label below Max is an add-on. Core and Pro charge extra for white-label (the price is not listed on the pricing page); it is included on Max at $199/mo.
Agency delivery features. Agencies that run request queues, file proofing and capacity planning compare Plutio with tools built for those workflows.
How we compared: on published features and pricing from each vendor's own site, checked Oct 14, 2026. We did not run hands-on tests or use ratings. AgencyPro is our product, so it is listed first, with its limits. Agiled is made by ZTABS, the company behind AgencyPro.
A direct replacement covers the main job agencies use Plutio for. A partial replacement covers part of it, so you keep or add another tool for the rest. Prices are US list prices from each vendor's pricing page; confirm before you buy.
1. AgencyPro: best for agencies that want branded client delivery, requests and approvals
AgencyPro is a client portal, project and billing tool built around agency delivery: clients submit requests in a branded portal with your custom domain (Basic), and Pro adds proposals and contracts with e-signatures, time tracking, tickets, versioned proofing and capacity management. Its pricing page does not list a booking scheduler, and team members are priced per seat rather than included, so it is a partial replacement for Plutio.
Key features
Branded client portal with custom domain, messaging, file storage and client onboarding (Basic)
Projects and client requests on Kanban and list views, with unlimited clients on every plan
Invoicing with Stripe (cards, ACH, wallets) or PayPal, payment reminders and late fees
Quotes, proposals and contracts with e-signatures, intake forms and time tracking (Pro)
Tickets, SLA tracking, capacity management and versioned proofing (Pro)
AI Assistant, Agents and Chatbot on every plan
Pricing
Basic $39/mo, Pro $79/mo and Plus $149/mo billed monthly ($32.50, $65.83 and $124.17 per month billed annually). Each plan includes 1 seat; extra seats are $15 (Basic), $20 (Pro) or $30 (Plus) per month. Enterprise is priced by quote. AgencyPro pricing, checked Oct 14, 2026.
Pros
Portal branding and a custom domain from Basic ($39/mo), with no white-label add-on
Request queues, design and video proofing and capacity management on Pro
Unlimited clients on every plan, where Plutio Core stops at 9 active clients
Cons
Each extra seat costs $15 (Basic), $20 (Pro) or $30 (Plus) per month; Plutio Pro includes 30 contributors
No booking scheduler is listed on its pricing page
Proposals, contracts and time tracking need Pro ($79/mo); removing "Powered by" needs Plus ($149/mo)
The CSV importer brings in clients and services only; projects and files are set up by hand
Choose it if clients send you ongoing requests and file reviews, and you want them handled in a portal on your own domain.
2. Bonsai: best for one or two people who want per-user pricing
Bonsai covers proposals, contracts, invoicing, payments, scheduling and a client portal on Essentials, with time tracking and task management on every plan. It is priced per user, which is cheaper than Plutio Pro for one or two people and more expensive for a larger team.
Key features
Invoicing, payments, proposals, contracts, scheduling and a client portal from Essentials
Time tracking and task management on every plan
Premium adds workload management and removes Bonsai branding
Elite adds custom permissions, timesheet locking and expense markups
Pricing
Per user: Basic $9, Essentials $19, Premium $29 and Elite $49 per month billed annually ($15, $25, $39 and $59 billed monthly). Elite needs at least 3 users. Bonsai pricing, checked Oct 14, 2026.
Pros
Essentials ($19/user/mo billed annually) covers proposals, contracts, invoicing, scheduling and the portal
Premium adds workload management, a deals pipeline, profit reports and QuickBooks and Xero integrations
Time tracking and tasks on every plan
Cons
Per-user pricing: 5 people on Essentials cost 5 x $19 = $95/mo billed annually
3. Moxie: best for freelancers who want a white-labeled portal at a low price
Moxie (formerly Hectic) covers projects, invoicing, proposals and contracts, time tracking, meeting schedulers and a custom form builder on Starter. Pro adds a white-labeled client portal with a custom domain and workflow automations for $20/mo billed annually, which is where it differs most from Plutio's white-label add-on.
Key features
Projects, invoicing, proposals and contracts, time tracking, meeting schedulers and a custom form builder on Starter
Pro adds a white-labeled client portal, a custom domain, workflow automations and unlimited project collaborators
Teams adds up to five team members with full workspace access
Pricing
Starter $10/mo, Pro $20/mo and Teams $32/mo billed annually ($120, $240 and $385 per year), or $12, $25 and $40 billed monthly. Teams covers up to five team members. Moxie pricing, checked Oct 14, 2026.
Pros
White-labeled portal and custom domain on Pro ($20/mo billed annually)
Proposals, contracts, invoicing, scheduling and time tracking on Starter ($10/mo billed annually)
Unlimited project collaborators on Pro and Teams
Cons
Teams ($32/mo billed annually) is the top plan and lists up to five team members; Plutio Pro includes 30 contributors
The client portal, custom domain and automations are not on Starter
Choose it if you are a freelancer or a team of up to five and want a white-labeled portal without paying for Max.
Direct replacement
4. Agiled: best for CRM, projects and invoicing with the branded portal included
Disclosure: Agiled is made by ZTABS, the same company that makes AgencyPro. The facts here come from Agiled's own pricing and features pages, the same standard as every other tool.
Agiled covers Plutio's core with a CRM on top: deal pipelines, projects and tasks, time tracking, invoices and estimates, proposals and contracts with e-signing, scheduling pages, forms and tickets. The branded client portal and custom domain are included from Business, and seats are bundled by plan.
Key features
CRM with deal pipelines, projects and tasks, time tracking, invoices, estimates and expenses
Proposals and contracts with e-signing, scheduling pages, forms and tickets
Branded client portal, custom domain and custom SMTP included from Business
Seats included by plan: 1, 3, 7 or 15
Pricing
Starter $24, Pro $59, Business $99 and Scale $199 per month billed annually, with 1, 3, 7 and 15 seats. Extra seats are $20/mo on Pro and up. On Starter and Pro the branded portal is a $15/mo add-on (billed annually). Agiled pricing, checked Oct 14, 2026.
Pros
Business ($99/mo billed annually) includes 7 seats, the branded portal and a custom domain
Deal pipelines, tickets and expenses alongside projects and invoices
API and Zapier from Pro
Cons
Seats are capped by plan (1, 3, 7 or 15) and extra seats are $20/mo; Plutio Pro includes 30 contributors
Starter caps you at 500 contacts, 10 projects, 100 invoices and 5GB of storage
On Starter and Pro the branded portal is a $15/mo add-on (billed annually)
Choose it if you want a CRM and pipeline next to projects and invoicing, and your team fits within 7 or 15 seats.
Partial replacement
5. SuiteDash: best for white-label and unlimited staff on every plan
SuiteDash is a white-label client portal and CRM with unlimited clients and staff on every plan, plus invoicing, subscriptions, projects, time tracking, appointment scheduling and email marketing. It solves Plutio's white-label and contributor limits, but proposals start on Thrive and automations need Pinnacle.
Key features
Unlimited CRM contacts, staff and client portals on every plan, with white-labeling and a custom-branded mobile app
Modules for invoicing, subscriptions, projects and tasks, time tracking, appointment scheduling and file sharing
Email marketing on Start; drip autoresponders, proposals, deal pipelines and client-side live chat on Thrive
Pinnacle adds the automation toolkit, FLOWs onboarding, support tickets, an LMS and task dependencies
Pricing
Start $19/mo, Thrive $49/mo and Pinnacle $99/mo ($180, $480 and $960 per year). Storage is 100GB, 500GB and 2TB; extra storage is $5/mo per 250GB. Unlimited clients and staff on every plan. SuiteDash pricing, checked Oct 14, 2026.
Pros
White-labeling and a custom-branded mobile app from Start ($19/mo)
Unlimited clients and staff on every plan
Email marketing included
Cons
Proposals start on Thrive ($49/mo); automations, FLOWs onboarding and support tickets are Pinnacle only ($99/mo)
The pricing page does not break every module down by plan
Start includes 100GB of storage; Thrive has 500GB and Pinnacle 2TB
Choose it if white-label on a low plan and unlimited staff matter more to you than having every module on the entry plan.
6. Dubsado: best for custom onboarding forms and workflows
Dubsado covers lead capture forms, proposals, contracts, invoices with payment plans and a client portal on both plans, with deep template customization. It is a partial Plutio replacement: scheduling and automated workflows need Premier, and its pricing page does not list time tracking.
Key features
Customizable lead capture forms, proposals, contracts and email templates
Invoicing with payment plans and a client portal on both plans
Unlimited clients and projects, with 3 additional users included
Premier adds scheduling and booking, automated workflows, public proposals and Zapier
Pricing
Starter $335/yr and Premier $525/yr (about $28 and $44 per month); the pricing page lists annual prices. 3 additional users are included; teams of 4-10 users pay $25/mo extra, 11-20 pay $45/mo and 21-30 pay $60/mo. Extra brands are $10/mo each. Dubsado pricing, checked Oct 14, 2026.
Pros
3 additional users included on both plans
Highly customizable forms, proposals and email templates
21-day trial of Premier with no card
Cons
Scheduling, automated workflows, public proposals and Zapier are Premier only ($525/yr)
Time tracking is not listed on its pricing page
Teams of 4-10 users pay $25/mo extra, and 11-20 users pay $45/mo
Choose it if onboarding is your bottleneck and you want more control over forms and workflows than Plutio gives.
7. HoneyBook: best for proposals, contracts and payments with little setup
HoneyBook covers lead forms, proposals, contracts with e-signature, invoices, online payments, task management and a client portal on every plan, with a scheduler and automations from Essentials. Team members are capped below Premium, and its pricing page does not list time tracking.
Key features
Lead forms, proposals, contracts with e-signature, invoices, online payments and a client portal on every plan
Scheduler and automations from Essentials
HoneyBook AI on every plan
QuickBooks Online integration from Essentials; Zapier and Calendly integrations
Pricing
Starter $29/mo, Essentials $49/mo and Premium $109/mo billed annually. Starter cannot add team members, Essentials allows up to 2 and Premium is unlimited. Card processing starts at 2.7% + 10 cents; ACH transfers are 1.5%. HoneyBook pricing, checked Oct 14, 2026.
Pros
Proposals, contracts, payments and a client portal on Starter ($29/mo billed annually)
Scheduler and automations from Essentials ($49/mo billed annually)
30-day free trial with no card
Cons
Starter cannot add team members, Essentials allows up to 2, and unlimited team members need Premium ($109/mo billed annually)
Time tracking is not listed on its pricing page
HoneyBook says it supports professionals in the US, Canada, UK and Australia only
Choose it if you are in the US, Canada, UK or Australia and mostly need the inquiry-to-payment flow.
Example for a 5-person agency that wants its own branding, at list prices checked Oct 14, 2026. Plutio Pro: $49/mo billed monthly plus the white-label add-on, or Max at $199/mo with white-label included. SuiteDash Start: $19/mo with white-label and unlimited staff. Moxie Teams: $32/mo billed annually with a white-labeled portal for up to five team members. Agiled Business (7 seats, branded portal and custom domain): $99/mo billed annually. Bonsai Premium (branding removed): 5 x $29 = $145/mo billed annually. AgencyPro Basic (portal branding and custom domain): $39 + 4 x $15 = $99/mo billed monthly; removing "Powered by" needs Plus at $149 + 4 x $30 = $269/mo.
How to choose a Plutio alternative
Branding on the plan you can afford
Check custom domain and branding removal on the exact plan. SuiteDash includes white-label from Start, Moxie on Pro, AgencyPro has a custom domain from Basic and removes "Powered by" on Plus, and Bonsai removes its branding on Premium.
Team pricing
Plutio Pro includes 30 contributors for a flat price. Per-user (Bonsai) and per-extra-seat (AgencyPro, Agiled) tools can cost more for a large team; SuiteDash includes unlimited staff.
Client delivery workflow
Test how a client submits a request, reviews a file and approves it in each tool.
Feature breadth or depth
Plutio puts everything on every plan. Decide which two or three jobs must be excellent and check those first.
When to stay with Plutio
You are a freelancer or small team and Plutio already runs proposals through invoices.
Pro's 30 included contributors fit your team at a flat $49/mo.
You do not need white-label, or you are on Max.
Notes by agency type
What to weigh first when you replace Plutio, by the kind of work you do.
For marketing agencies
Weigh recurring billing, a place for clients to submit requests and approve content, and a clear view of how much retainer work is left each month. Campaign reporting usually stays in a dedicated analytics tool.
Test how clients leave feedback on files. Pinned comments on images and versioned approvals save more time than any task view. Check whether proofing is on the plan you can afford.
For client feedback on designs, AgencyPro Pro includes design annotation with versioned approvals. With the other tools, check how clients comment on files before you switch.
Look for recurring tasks that recreate each month, subscription billing, and a portal where clients see what was delivered. Rank tracking and audits stay in your SEO tools.
Prioritize milestone billing, change-request tracking and time tracking against estimates. If your developers live in GitHub or Jira, check the integration before anything else.
Multi-discipline teams need capacity planning across people and a review flow that handles images, video and documents. Budget tracking per project matters once you run fixed-fee work.
If clients see your portal every week, compare branding on the plan you would buy. Plutio charges for white-label below Max.
Proposals, contracts with e-signature, hourly or retainer billing and a secure place to share documents carry more weight than detailed task boards.
Consultancies that bill by the hour need time tracking on the plan they buy: Plutio, Bonsai, Moxie and Agiled have it on every plan and AgencyPro on Pro.
Fast client approvals on press releases and a shared record of what was sent and when. Media databases and monitoring are separate tools in almost every stack.
Monthly content approvals and subscription billing come first. Scheduling and publishing usually stay in a social media tool, so check that the two can live side by side.
A mix of build projects and ongoing retainers means you need both milestone and recurring billing, plus a ticket or request queue for store fixes after launch.
Start with your client list: export it from Plutio if it offers a CSV export, or build the CSV by hand. AgencyPro's CSV importer accepts clients and services. Projects, tasks, files and comment history are not imported automatically, so recreate active projects and leave closed ones archived in Plutio. On the Plus plan, AgencyPro's migration service helps with setup. Run both tools side by side until your active projects close.
For the same scope priced per user, Bonsai. For a cheap white-labeled portal, Moxie. For white-label and unlimited staff on every plan, SuiteDash. For agency delivery with requests and proofing, AgencyPro, which is our product.
How many team members does Plutio include?
Core includes no additional contributors. Pro includes 30 contributors, and Max includes unlimited contributors.
Is white-label included in Plutio?
Only on Max ($199/mo billed monthly). On Core and Pro it is an add-on, and the pricing page does not list the add-on price.
Is SuiteDash better than Plutio?
SuiteDash includes white-label and unlimited staff on every plan, which suits a growing team. Plutio includes proposals, contracts and scheduling on every plan, while SuiteDash proposals start on Thrive ($49/mo) and its automations need Pinnacle ($99/mo).
What happens when the Plutio trial ends?
Plutio says that if you do not subscribe, the account moves to a limited free state: you can log in, view and export your data, but you cannot create new projects or send new invoices.
Can I import my data into AgencyPro?
Partly. AgencyPro's CSV importer accepts clients and services. Projects, tasks, files and comment history are recreated by hand, and the Plus plan includes a migration service to help with setup.
Sources and date checked
Every price, plan limit and feature on this page comes from the vendor's own website, checked Oct 14, 2026. AgencyPro facts come from the AgencyPro pricing page. Vendors change plans often, so confirm on their site before you buy.
For social media agencies
Monthly content approvals and subscription billing come first. Scheduling and publishing usually stay in a social media tool, so check that the two can live side by side.
How social media agencies use AgencyPro