Plutio vs SuiteDash: What's Best for Managing Your Business?

updated on 19 May 2022

Find out which is one is best for your business in terms of client experiences and business management platform, product service and features, and price comparisons.

Plutio-SuiteDash
Plutio-SuiteDash

What is Plutio?

Plutio is an all-in-one company management software for small businesses and freelancers. It's a simple platform with comprehensive functionality that allows users to manage their businesses, communicate with customers, and collaborate with their employees all in one place. Its user interface can be fully configurable and user friendly with everything, a user might want, from projects and tasks to proposals and billing. The program eliminates the need to switch between numerous apps or manage multiple subscriptions to run a business. It unites all of the tools into one platform, allowing customers to quickly and easily integrate their existing apps.

 


Do you need a team to set up or manage your software?


  

Key Features of Plutio:

Client Management. Add or invite potential clients in collaborating real-time within the platform. Schedule calls or meetings on contacts profiles. While creating profiles for companies or people, you can group them and easily add notes to their profiles. With custom fields, you can track the details about everyone on the platform, and view someone in real-time whether they are online or offline.

Live-Chat Widgets. Create live-chat widgets that can be embedded onto your website or added to proposals, invoices, and wiki pages. Add colleagues to the live-chat inbox with ease. Show or hide the live widget with a single click, unread responses are sent to the contact's email address, and their replies are retrieved from the inbox. You can also change the colors or adjust the widget's position anywhere on the platform.

Client Portals and Dashboards. Create rich content, interactive charts, KPIs, and more in fully configurable dashboards and customized client portals. Interactive charts such as bars, pies, lines, and more can be used to display data in real-time. Monitor data in real-time and develop objectives based on them. Display dynamic data that changes depending on who is logged in. Images, videos, rich text, and even HTML widgets can be included. Make as many dashboard pages as you desire, each with its own set of data and design. Create custom dashboards for each role so that only the information that is important to them is displayed. Connect to third-party data sources and display it in-app. Using our built-in design editor, customize every aspect of your dashboards.

Platform Branding. Replace the branding with your own (e.g. subdomain), replace the logo with your own, and modify the colors of the UI to make Plutio truly yours. For all outbound emails and notifications, customize your email address.

Contracts & Document e-Signing. Easily create, send, and track contracts and legal documents. Use electronic signatures to get them signed by one or more parties. Text, tables, photos, and other elements can be used to create Contracts. Using electronic signatures, make your ideas legally binding by adding a contract and legally binding papers in minutes. You can construct contract templates to reuse them, and each contract has its public URL that you can share directly with one or more parties.

Invoice and Proposals. Send invoices in minutes, build eye-catching proposals with a drag-and-drop editor, track when they're opened, and get paid quickly with PayPal and Stripe. Create proposals in minutes with our drag-and-drop editor and packages with a variety of options for your clients to pick from. Create proposals by combining video, text, tables, photos, and other elements. With legally binding online signatures, your clients may sign and accept projects. Create templates for your proposals, contracts, and even blocks, and attach proposals to projects to keep track of where they belong. Once the proposal is signed, there is automation that can create projects and invoices for you.

Google Calendar Integration. Organize your day, keep track of deadlines, organize events, allocate them to projects, and much more. Import your calendar from the app into third-party calendars such as Google, Apple, and Microsoft.

Knowledgebase Wiki. You can create as many wiki workspaces as you wish, each with its own set of preferences and rights. Use a drag-and-drop editor to add photographs, videos, tables, and more, and share an easy-to-use knowledge base with your team to keep everyone up to date. Create an easy-to-use help center for your customers to discover solutions to their questions.

Projects and Tasks. From projects, tasks, and time tracking to files and communications, everything you need to plan and complete projects is all in one place. Save projects as templates to reuse them later. To add extra information to your projects and tasks, create custom fields. You can design your project stages and procedures. For each project, a graphic progress meter changes in real-time. Files can be uploaded from your computer or through third-party apps like Google Drive or Facebook. Using the brief editor, set clear goals and deliverables for each project. To stay organized, create tags for project types, sizes, and anything else. Use color tags and set start and finish dates for your tasks to visually categorize your work. Set the hourly rate for the project to be used when charging for tracked time. Add collaborators, such as clients or teammates, to work on projects with you.

Time Tracking Management. You can keep track of your time from wherever, and a powerful timesheet visualizes everyone's entries. Start the timer on an existing job or create a new one quickly. Each project has its timesheet, which may be exported as an editable XLSX file. Toggle whether the time is billable or non-billable, and instantly generate an invoice for all billable actions in a timesheet. You can adjust the rate and time on any registered time from the timesheet, giving you a complete view of the time monitored and its billing status. Share timesheets with anyone by sending an email with the timesheet attached or by utilizing a unique public view-only link. You can manually log time in your timesheets if you neglected to track it.

Surveys and Forms. Collect data using responsive forms and surveys that may be shared or embedded online. Create fully customized forms with the platform's stylesheet and store them as templates to reuse later. Fields inside the forms are Short and Long text, Dropdown, Multiple choice, Image Choice, Full name, Phone number, Full Address, Email Address, Date & Time picker, Numbers, Links, Files, Signatures, Payments, and Advance options.

Software Integrations:

  • Public API. To sync data and develop automatic workflows, connect to third-party apps or even your systems.
  • Zapier. Create automated workflows by connecting to over 500 apps.
  • Integromat. Make your work easier by automating repetitive tasks.
  • Stripe. To take credit card payments, set up Stripe as a payment option.
  • Square. Accept credit card payments by connecting your Square account.
  • PayPal. Accept online payments and receive payment into your PayPal account.
  • Google calendar. Instantly connect and sync your Google calendar with Plutio.

Pricing

Plutio offers plans for Solo, Studio, Agency, and Enterprise for businesses that can be upgraded or downgraded at any time. They also offer free trials and discounts in yearly plans and for charities and students.

Plutio Pricing
Plutio Pricing

Plutio Help Center

Plutio has a built-in live chat on your account main menu or you can send them an email for questions and technical issues via help@plutio.com and billing@plutio.com for billing and plan inquiries.

You can also follow their Twitter for the latest updates, questions, and feedback here. Or join their community on Plutio Facebook. Visit their website at https://www.plutio.com/.

  


Do you need a team to set up or manage your software?


   

What is SuiteDash?

SuiteDash is a cloud-based integrated client portal software that brings together all of your company's capabilities and features. It helps you manage your complete business and is designed for small to medium-sized businesses. It provides users with a more compact option for learning and deploying various systems. A CRM, proposals, invoicing, billing, projects, and automation are all included. Companies can manage client communication and connection, execute sales and marketing plans, manage projects, track time and expenses, and develop feasible calendars using SuiteDash. People become more productive and processes become more efficient when all tools are available on a single platform.

Key Features of SuiteDash:

Customer Relationship Management. CRM allows you to manage, organize, and communicate with individuals or groups of contacts. Each contact's information can be modified, and they can be added to Circles, Audiences, Notes, and other groups. You can even take on the role of a contact to see how they used the platform. When Company First is turned on, each business will need a primary contact. All permissions, access, email notifications, and other Company-related features will be associated with the primary contact's user/email address. The primary contact will also serve as the Company's main point of contact.

  • Deals. Is a visual pipeline that allows you to track potential income. It goes through several stages before being declared as won or lost at the conclusion. With the Deals tool, you can easily construct a sales process and control KPIs with ease.
  • Circle. Permissions and assignment structure for the Clients and Prospects group. Circles make it easier to assign resources like Portal Pages and Files to multiple Clients/Prospects since you can distribute resources directly to a Circle, and any users within that Circle will have instant access to those resources.
  • Event. A calendar reminder for meetings, presentations, and other business-related events is an excellent way to stay organized. To attach a series of sequenced Events to a Contact, you can develop an Event Generator.

Software for Client Portals. A Portal Page is a page that may be created, filled with information and resources (such as photos and pertinent links), and assigned to Contacts and/or Staff Members. Portal Pages can be used to convey information, as well as to display announcements, movies, and charts. Any user who has been assigned to a Portal Page, whether by Role, Circle, or individually, can access it. All users will see the identical Portal Page, with the exception that any Dynamic Data Placeholders will generate unique, individualized information.

White Labeling & Branding. From the Custom URL and Login Page to advanced Custom CSS or JS, you may customize your platform. In Platform Branding, you can alter the Registration Page and the overall style of your dashboard by changing the logo or selecting one of the platform preset themes. With Email Branding, you may change the email sending method to Default Sending Method, SMTP, Domain Verified Sending, Gmail/Google Workspace, or Microsoft, change the email logo and colors, and connect your brand's social media accounts in the footer area.

Documents & eSigning. Is a written agreement between you and the Contact, such as a contract or agreement. It may be viewed and digitally signed inside the platform instead of having to print it. Documents can now be created with the signature of either the Contact or both the Document and a Staff Member. It can be applied to an Invoice, Estimate, or Project to create the appropriate data from those modules, or it can be assigned to a Contact directly during creation. Even before accepting a new Prospect or Client into the platform, you can allow the user to sign the document without signing in.

Billing, Estimates & Invoicing. Set up an online payment gateway for your customers to pay you. Options include Stripe, Braintree, PayPal, and Authorize.net. You can also create Invoices that are instantly uploaded to your Client's dashboard, where they can view and pay them. Activate the plugins for Items, Taxes, and Discounts. Set them in your favorite currency and customize them as needed. Invoice generators can also help you create invoices that are identical for multiple clients. You can make invoices in advance and send them to clients as needed. This is particularly useful for businesses that bill by tiers or packages rather than by individual things. SuiteDash also offers recurring generators, subscription plans, accumulating generators, and estimates.

Calendar Management. This displays a list of your forthcoming Appointments, Events, and Tasks. You may also use the Calendar to make, reschedule, or cancel appointments and check their status.

Project and Task Management. A project is made up of Tasks and Phases. A Task Generator allows you to design a Project framework with variables and settings that are built automatically. Create a proper template for a Task or project that is also beneficial to your entire company, particularly if you work in multiple industries. Various firms have varied criteria when it comes to reporting project progress to clients, so it can be as informative as you want it to be. You can also invite clients to participate in project updates by allowing them to send remark messages to staff members.

Embeddable Forms. Forms are used to collect data that will be used throughout the platform. SuiteDash comes in three different flavors. The Kickoff Form is intended for potential contacts who have not yet registered for the portal, but it can also be used by current contacts to update their information or start new assignments. You'd normally include one on a website page or provide a link to it. The user fills out the form, which automatically adds them as a contact to the platform. This form is for updating or changing contact information. A General Form is a multipurpose, simple form that does not save data to the database. It's designed to help you collect and view information. As a result, they are suitable for practically any application. Internally and externally, this type of form can be utilized, but the results are saved within the platform for your convenience.

Advanced File Transfer. You can upload any file type or size as long as it falls within the storage limits of your account. Files can be shared by clients, prospects, and any internal Role in the platform. PDFs, images, videos, and other file kinds are all accepted. By default, all users have access to the Files menu item, which allows them to upload files. Which folders are accessible and which actions are available are determined by the logged-in user's Role. You can also limit which Roles are allowed to share files and who receives email notifications when a Contact uploads a file.

Email Campaigns & Drip Marketing. You can design, manage, and schedule newsletters, nurturing campaigns, and any other type of email sent to your contacts from within the platform. Create a proper email template that you can reuse for all of your clients. An organized email that you develop and send to certain subscribers or users on your platform is known as an Email Campaign. Your email campaigns can be as simple or as sophisticated as you like. They can be sent right away or after a certain amount of time has passed. Drip Sequences are automated communications given to a Contact after they join your Audience to help marketers automate marketing campaigns and handle one-on-one interactions with recipients.

LMS (Learning Management System). Is a collection of tools for delivering educational courses, training programs, and other types of learning material. It can be used by both contacts and employees. A client can become the owner of a product by granting it to them. Within this product, a course or a selection of courses may be accessible. Each course has a module or a group of modules that the participant can open and read. You can design and customize the Product till then to give your participants the exact experience you want.

Automations. Triggers or actions are pre-programmed automation that can be utilized throughout the platform. You can chain actions together to create a completely automated command sequence. Actions are currently available in CRM, Projects, Billing, FLOWs, Forms, LMS, and Company Settings. Actions are pre-programmed commands that perform in response to certain platform occurrences (signing a Contract, paying an Invoice, etc.). They can be chained and are found across the platform, making them a very efficient and time-saving tool.

Software Integrations.

  • WordPress Plugin. It's free and allows you to add a customized log-in function to your WordPress site via the SuiteDash portal.
  • QuickBooks. A one-way sync between your SuiteDash platform and QuickBooks Online is available. SuiteDash invoices, estimates, contacts, and other items will be duplicated to your QuickBooks account once synced.
  • Zapier. Set up actions and triggers to connect SuiteDash to hundreds of other high-quality web apps.
  • Google Calendar. Sync your Google calendar with SuiteDash to see all of your Tasks, Events, and Appointments.
  • Twilio. To send SMS to your contacts, connect your Twilio account to the SuiteDash platform.
  • Zoom. You may now create or plan Zoom meetings for your upcoming events or appointments.
  • Google reCAPTCHA v2 & hCaptcha. To prevent bots from submitting forms, connect one of these anti-bot tools and add it to your Forms (Kickoff, Update, and General).
  • SendGrid. Create and install a dedicated IP address for delivering your emails as an add-on for the SuiteDash Email Marketing feature, with a basic allowance of 10,000 email sends per month. When it comes to bulk email distribution, it is the best in the business process, ensuring that your clients receive any marketing emails you send.

Pricing

SuiteDash offers a 14-day free trial with all features, as well as monthly, annual, or lifetime pricing that may be upgraded or downgraded at any time.

SuiteDash Pricing
SuiteDash Pricing

SuiteDash Support

SuiteDash's customer service email address is helpdesk@suitedash.com. They have help documentation to help you get started on the platform. You may also find out more about the platform by visiting:

 Visit their website at https://suitedash.com/.

Conclusion

Both platforms target freelancers and agency owners as consumers and offer a variety of capabilities, including proposals, time tracking, forms, client portals, invoicing process, and automation. There are powerful features that you can create and customize inside the platform for a smooth client journey.

If you're just getting started but have a lot of projects operating at the same time, Plutio is a good alternative because it may help you organize things so you can focus even more on your project. One of Plutio's key advantages is its customization versatility. Plutio is an exciting alternative for helping a business function smoothly because it is simple to use and well-known as a solid business management software.

All of the most popular and valuable features of all-in-one business software are included in SuiteDash. It is an excellent platform that will not only take care of all of your client management, project management, and client invoicing needs, but it will also contain several other important features like white labels and security that can be used for a variety of other purposes. SuiteDash is a client management system with unique features at an affordable price. Despite the infuriating load times inside the platform, you can try it out for free to see if it's the right fit for you.

SaaS Product Support

OBI Services SaaS Product Support can help you start with supported platforms (e.g. SuiteDash, Plutio) to manage your business.

Message or call us at +1 209 813 2138 (Toll-Free)

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