Agiled vs Plutio: Complete Comparison (2026)

Agiled and Plutio both promise to replace your scattered tool stack with a single platform — but they build that promise differently. Plutio focuses on freelancers and small agencies with polished client-facing features, proposals, and a voice-powered AI assistant. Agiled extends further into CRM pipeline management, HR, payroll, expense tracking, and business operations that larger teams need.

Plutio launched as an all-in-one for freelancers and positions itself with the tagline "One app to run, grow, and automate your business." It combines project management, proposals, contracts, invoicing, time tracking, forms, scheduling, a client portal, and a built-in wiki. The no-feature-gating approach means every plan gets every feature — plans differ by scale (number of clients, contributors, storage). Pricing starts at $19/month for solo freelancers. Plutio Pal, their AI assistant, handles voice-to-action commands across the platform.

Agiled covers the same intake and delivery workflow — CRM, proposals, contracts, invoicing, project management, time tracking, scheduling, client portals — and adds a full CRM with pipeline management, HR and payroll, expense tracking, and AI agents. The free plan covers 1 user with unlimited contacts and projects. Paid plans start at $30/month for 3 users.

This comparison examines every feature category so you can determine which platform fits your business.

Quick comparison (TLDR)

Plutio is strong for solo freelancers and small agencies who want polished client-facing documents (proposals, contracts, invoices) with no feature restrictions. Every plan includes every module. The proposal builder with drag-and-drop blocks, contract e-signatures, forms with payment collection, and scheduling tools are well executed. The client portal is fully fully branded on the Max plan ($199/month) or via the $9/month add-on on lower plans. Plutio Pal (their AI assistant) offers voice-to-action commands — create invoices, draft proposals, summarize conversations — which is a unique differentiator.

But Plutio has clear gaps. There is no full CRM with deal pipelines — contact management exists, but a proper CRM module is still listed as "Planned" in 2026. There is no accounting beyond invoicing. No HR, employee management, or payroll. No dedicated expense tracking. The Core plan ($19/month) limits you to 9 active clients and zero team members, which is extremely restrictive for any growing business. Users on Trustpilot (3.5/5) report bugs that "ruin trust with clients," slow feature development, and automation capabilities that were promised but delivered late. Mobile apps exist but have limited functionality compared to the web version.

Agiled includes a full CRM with deal pipeline management, Kanban and Gantt project views, time tracking, HR with payroll and leave management, expense tracking, AI agents, and a client portal — all accessible from the free plan. Paid plans start at $30/month for 3 users with automation included. Setup is straightforward. AI agents draft proposals, emails, and generate reports.

The bottom line: Plutio works well for solo freelancers who prioritize beautiful proposals and client documents and do not need CRM pipeline management, HR, or expense tracking. Agiled is the more complete choice for growing teams and agencies that need pipeline CRM, project delivery, financial tracking, and HR in one platform — with a free tier to start.

Key differences at a glance

• CRM: Agiled includes full CRM with deal pipelines, stages, and revenue tracking. Plutio has contact management but no pipeline CRM — it is still listed as "Planned."
• Pricing model: Plutio charges per workspace with client/contributor limits. Agiled includes 3 users on the base paid plan. Plutio's Core plan caps you at 9 active clients and no contributors.
• HR and payroll: Agiled includes employee management, attendance, leave tracking, and payroll. Plutio has no HR features.
• Expense tracking: Agiled has a dedicated expense tracking module. Plutio has no expense management.
• AI approach: Plutio Pal focuses on voice-to-action commands. Agiled AI agents focus on content generation (proposals, emails, reports).
• Feature gating: Plutio unlocks all features on every plan — scale differs. Agiled gates some features to paid tiers.
• Brand customization: Plutio offers brand customization as a $9/month add-on (free on Max). Agiled includes fully branded client portal on paid plans.
• Wiki/knowledge base: Plutio includes a built-in wiki with public help center capability. Agiled does not have a standalone wiki module.
• Free plan: Agiled offers a free plan for 1 user. Plutio has a 14-day free trial only — no permanent free tier.
• Accounting: Neither platform offers full double-entry accounting, but Agiled includes more complete financial tracking with expense categories and reporting.

Project management

Both platforms include project management — but with different strengths and maturity levels.

Plutio

Solid project management for freelancer workflows. Plutio includes Kanban boards, list views, card views, and timeline/Gantt charts. Tasks support subtasks and checklists, custom fields, custom statuses, dependencies, start and due dates, and repeating schedules. You can assign tasks to team members and clients, add followers, use @mentions, and leave comments. Project templates speed up setup. Multiple views (list, cards, timeline) give different perspectives on work.

Public project views let you share task boards with clients via link. Task groups organize boards into logical sections. The drag-and-drop interface is consistent with the rest of the platform.

The limitations show when you scale. Users report that project dependencies are not as robust as dedicated PM tools like Asana or Monday.com. There is no workload view, no resource allocation, and no advanced reporting on project metrics.

• Kanban boards, list view, card view, timeline/Gantt
• Task dependencies, subtasks, checklists
• Custom fields and custom statuses
• Repeating tasks and start/due dates
• @mentions, comments, followers
• Project templates
• Public project views
• No workload view or resource allocation

Agiled

Full project management with Gantt charts and integrations. Agiled includes Kanban boards, Gantt charts with task dependencies, milestones, list views, and calendar views. Tasks support subtasks, checklists, time tracking, file attachments, and custom fields. Project templates create repeatable workflows.

Where Agiled goes further is integration with the rest of the platform. Time tracked on tasks flows directly into invoices. Project budgets tie to expense tracking. CRM deals can convert to projects automatically. AI agents help generate project plans based on proposals.

• Kanban boards, Gantt charts, list view, calendar view
• Task dependencies, milestones, subtasks
• Time tracking per task with one-click invoicing
• Project budgets linked to expenses
• CRM deals convert to projects
• Project templates and automation
• AI-generated project plans
• File attachments and custom fields

Verdict

Both platforms handle standard project management well. Plutio offers more view options (cards view is unique) and public task sharing. Agiled integrates project management more deeply with time tracking, invoicing, and CRM pipelines. For standalone project management, they are comparable. For end-to-end business workflow, Agiled connects the dots better.

CRM and pipeline management

This is where the comparison diverges sharply.

Plutio

Contact management, not pipeline CRM. Plutio includes contact and company profiles with custom fields, colored tags, activity logging, notes, and archive functionality. You can see which contacts are online in real-time and display their local timezone. Profile pages show all associated projects, invoices, proposals, contracts, and conversations.

But Plutio does not have a deal pipeline. There are no pipeline stages, no revenue forecasting, no deal probability, and no sales reporting. The CRM module with pipeline features has been listed as "Planned" since at least 2024 and is still not available in early 2026. For freelancers who receive inbound leads and do not actively manage a sales pipeline, this may be fine. For any business that tracks deal stages, this is a fundamental gap.

• Contact and company profiles
• Custom fields, colored tags, activity logging
• Real-time online status and timezone display
• Notes and archive functionality
• No deal pipeline — still "Planned" in 2026
• No revenue forecasting
• No sales stage tracking

Agiled

Full CRM with pipeline management. Agiled includes a complete CRM system — contacts, companies, deal pipelines with customizable stages, revenue tracking, probability-based forecasting, activity logging, email integration, and reporting dashboards. Leads flow through stages from initial contact to closed-won, with automation triggers at each stage.

Custom fields, tags, filters, and bulk actions help manage large contact databases. The activity timeline tracks calls, emails, meetings, notes, and task completions on each contact record. Integration with proposals and invoicing means a deal can move from pipeline to signed proposal to active project without data re-entry.

• Full deal pipeline with customizable stages
• Revenue tracking and forecasting
• Contact and company management
• Activity timeline (calls, emails, meetings, notes)
• Custom fields, tags, filters, bulk actions
• Email integration
• Reporting dashboards
• Pipeline automation triggers
• Convert deals to projects

Verdict

Agiled wins decisively. Plutio's contact management is fine for address-book-level organization, but the absence of deal pipelines means any business with an active sales process needs to supplement Plutio with a separate CRM tool — which defeats the "all-in-one" premise.

Proposals, contracts, and forms

Both platforms invest heavily in client-facing documents. This is core territory for both.

Plutio

Polished proposal and contract builders. Plutio's drag-and-drop proposal builder supports content blocks — text, images, videos, tables, pricing items (required or optional), and packages with multiple options. Clients can adjust quantities on optional items. E-signatures are legally binding. When signed, automation can create a project and send an invoice automatically.

Contracts support multiple signees, block-based editing, and templates. You can attach contracts to proposals for a combined intake flow.

Forms are robust — Plutio's form builder includes short/long text, dropdowns, multi-choice, image choice, full address, date/time, file uploads, signatures, and payment collection through Stripe and PayPal. Custom CSS styling, intro and confirmation pages, activation/expiration dates, and submission limits give you control over the experience.

• Drag-and-drop proposal builder with content blocks
• Optional/required items and packages
• E-signatures on proposals and contracts
• Automation on signing (create project, send invoice)
• Form builder with payment collection
• CSS customization for documents
• Templates for proposals, contracts, forms

Agiled

Proposals and contracts with AI drafting. Agiled includes drag-and-drop proposals with interactive pricing tables, package options, e-signatures, and view tracking. Contracts include template libraries, custom clauses, and signature audit trails. When a proposal is signed, Agiled can auto-create a project with templated tasks.

AI agents in Agiled draft proposals based on your history and client context — this accelerates creation for teams handling high proposal volume. Forms support standard field types but do not match Plutio's depth in conditional logic or payment collection within forms.

• Drag-and-drop proposal builder
• Interactive pricing with packages
• E-signatures with audit trail
• AI-assisted proposal drafting
• Auto-convert signed proposals to projects
• View tracking and analytics
• Template library for proposals and contracts

Verdict

For document polish and form depth, Plutio leads — the CSS customization, payment-enabled forms, and package configurator are impressive. Agiled counters with AI-assisted drafting, which matters more for teams generating proposals frequently. Both handle the core proposal-to-project flow well.

Invoicing and payments

Both platforms handle invoicing, but the approaches differ in depth.

Plutio

Full invoicing with multiple payment providers. Plutio supports unlimited invoices on all plans with Stripe, PayPal, and Square as payment providers. Multi-currency is supported. Invoices include recurring billing, payment schedules (split payments), discounts (flat or percentage), tax configuration per item or per invoice, and custom numbering. You can create invoices directly from timesheets and assign them to clients and projects.

The drag-and-drop invoice editor with CSS customization lets you style invoices to match your brand exactly. View/payment tracking with push notifications tells you when a client opens or pays an invoice. Automatic receipts are generated. Item templates save time on repeated line items.

Plutio does not charge transaction fees — you only pay whatever Stripe, PayPal, or Square charges.

• Unlimited invoices on all plans
• Stripe, PayPal, Square integration
• Recurring billing and payment schedules
• Multi-currency
• Drag-and-drop editor with CSS customization
• Create invoices from timesheets
• View and payment tracking with notifications
• No Plutio transaction fees

Agiled

Invoicing connected to CRM, projects, and expenses. Agiled's invoicing includes multi-currency, recurring invoices, payment schedules, and online payment collection. Invoices can be generated from time tracking entries, project milestones, or CRM deals. Tax configuration, discounts, and custom numbering are standard.

Where Agiled differs is the connection to the broader platform. Expenses logged in the expense module can be included in invoices. CRM deals track invoice status as part of revenue reporting. Project budgets show invoice totals alongside costs. This integration gives you financial visibility that standalone invoicing cannot.

• Multi-currency invoicing
• Recurring invoices and payment schedules
• Generate from time tracking, projects, or deals
• Tax, discounts, custom numbering
• Expense inclusion in invoices
• Revenue reporting through CRM
• Project budget tracking
• Client portal invoice access

Verdict

Both handle invoicing well for service businesses. Plutio's invoicing is more customizable visually (CSS editor, branded templates), and the three payment providers give flexibility. Agiled's invoicing integrates deeper with expenses, CRM deals, and project budgets — better for businesses that need end-to-end financial visibility, not just beautiful invoices.

Time tracking

Plutio

Solid time tracking with timesheet exports. Plutio includes one-click timers, manual time logging, billable vs. non-billable toggle, and per-project timesheets. You can edit time entries after the fact, print or download timesheets as XLSX, share timesheets via public links, and email them to clients. Creating invoices directly from timesheets is supported.

• One-click timer and manual entry
• Billable/non-billable toggle
• Per-project timesheets
• XLSX export and print-ready
• Public timesheet links
• Create invoices from tracked time

Agiled

Time tracking with task-level granularity. Agiled's time tracking ties to specific tasks within projects. One-click timers, manual logging, and billable rates are standard. Time entries flow into invoices and project budget calculations automatically. Reporting shows time by project, client, team member, and date range.

• Task-level time tracking
• One-click timer and manual logging
• Direct integration with invoicing
• Project budget impact tracking
• Reporting by project, client, team, date
• Billable rates per user or project

Verdict

Both cover the essentials. Plutio adds timesheet exports (XLSX, public links) and email sharing — useful for freelancers billing hourly clients. Agiled ties time tracking deeper into project budgets and financial reporting. Comparable overall.

Client portal and brand customization

Both platforms emphasize client portals and branded experiences.

Plutio

Custom-domain client portal with dashboard builder. Plutio's client portal supports custom domains (portal.yourbrand.com), custom email addresses (you@yourbrand.com), logo replacement, and interface color customization. Brand customization removes all Plutio branding. It is included free on the Max plan ($199/month) or available as a $9/month add-on on Core and Pro.

The standout feature is custom dashboards — you can build multi-page dashboards with interactive charts, metrics, dynamic content personalized per client, rich media widgets, and role-based access. This goes beyond a simple project viewer into a branded business intelligence experience for your clients.

• Custom domain and custom email
• Logo and color customization
• Multi-page custom dashboards for clients
• Interactive charts, metrics, widgets
• Dynamic content per user
• Role-based dashboard access
• Fully branded $9/month (Core/Pro), free on Max

Agiled

Client portal with project and invoice access. Agiled's client portal gives clients access to their projects, invoices, proposals, contracts, support tickets, and files. Custom branding is available on paid plans. The portal is functional and clean but does not include custom dashboard builders or dynamic metric widgets.

• Custom branding on paid plans
• Client access to projects, invoices, proposals, files
• Support ticket system through portal
• Clean, functional interface
• No custom dashboard builder

Verdict

Plutio wins on client portal customization — the custom dashboard builder with metrics, charts, and dynamic content is a unique feature that agencies can use to deliver client reporting within their branded portal. Agiled's portal covers the essentials but is more basic in presentation options.

Automation and workflows

Plutio

Native automations with action limits per plan. Plutio's automations work across all platform features without external tools. Triggers include proposal views/signatures, task completions, form submissions, payment receipts, and client tag changes. Actions include sending emails, creating projects, generating invoices, moving tasks, and notifying team members.

Automation is available on all plans but capped by workflow actions per month: Core gets 900, Pro gets 5,500, and Max gets 50,000. Users on lower plans will hit caps if they automate heavily. Integromat/Make and Zapier extend automation to external apps.

Users have reported that automation features were promised well before they were delivered and that some automation capabilities arrived significantly later than expected.

• Native automations across all features
• Action limits: 900 (Core), 5,500 (Pro), 50,000 (Max)
• Trigger-action model across proposals, tasks, forms, payments
• Zapier and Make integration for external apps
• History of delayed delivery on automation promises

Agiled

Automation on all paid plans. Agiled includes workflow automation on all paid plans without action caps. Automations trigger on CRM events (deal stage changes, contact updates), project events (task completions, status changes), and invoicing events (payment received, overdue notices). Pipeline automation moves deals through stages based on criteria.

AI agents add another layer — they can automate proposal drafting, email responses, and report generation based on triggers and context.

• Automation included on all paid plans
• No action caps
• CRM pipeline automation triggers
• Project and invoicing automation
• AI agents for intelligent automation
• No external tool dependency for core workflows

Verdict

Plutio offers broader native automation triggers (forms, chat widgets, scheduling) but caps them on lower plans. Agiled includes automation on all paid plans without caps and adds AI-powered automation for content generation. Plutio's approach suits freelancers who want simple if-this-then-that flows. Agiled's approach suits teams that want CRM pipeline automation and AI-augmented workflows.

AI features

Plutio — Plutio Pal (Super Work AI)

Plutio Pal is a voice-to-action AI assistant that works across the platform. You can create invoices, send messages, draft contracts, and summarize conversations using voice commands. It plans projects with task lists and dependencies, generates proposals, drafts client emails, and finds information across your workspace.

AI credits are allocated per plan: 800 (Core), 2,500 (Pro), 10,000 (Max). Each request uses approximately one credit. Additional credits can be purchased. Plutio markets this as "the world's first Super Work AI with unmatched context" since it has full access to your business data.

Agiled — AI agents

Agiled's AI focuses on content generation — drafting proposals based on client history, writing emails, generating project reports, and creating summaries. The approach is more focused on output quality than voice interaction. AI agents work within the context of your CRM data, project history, and client interactions.

Verdict

Different approaches. Plutio Pal's voice-to-action is novel and faster for quick commands ("create an invoice for Client X"). Agiled's AI agents produce higher-quality drafted content for proposals and reports. Plutio's AI is broader in scope; Agiled's is deeper in output quality for specific use cases.

Communication and messaging

Plutio

Built-in inbox with chat widget. Plutio includes direct messages, group channels, email sync (Gmail/Outlook in beta), and a people view that groups emails by contact. A live chat widget can be embedded on your website — fully customizable with triggers, availability windows, and lead collection. Conversations from chat flow into the shared inbox. Canned responses, snooze, scheduled sends, and conversation-to-task conversion round out the feature.

This is a distinctive feature. Having website chat, email sync, and team messaging in one inbox eliminates the need for Intercom or Crisp.

• Direct messages and group channels
• Email sync (Gmail/Outlook — beta)
• Live chat widget for websites
• Shared inbox with canned responses
• Conversation-to-task conversion
• Scheduled sends and snooze

Agiled

Messaging through client portal and email integration. Agiled includes messaging within the client portal, email integration for communication tracking, and internal team comments on tasks and projects. There is no live chat widget for websites and no unified inbox combining email, chat, and messages.

• Client portal messaging
• Email integration for tracking
• Internal comments on tasks and projects
• No live chat widget
• No unified inbox

Verdict

Plutio wins clearly on communication — the unified inbox with email sync, chat widget, and team messaging in one place is a significant advantage for client-facing businesses. Agiled's communication tools are functional but basic.

Additional features

Wiki and knowledge base (Plutio only)

Plutio includes built-in wiki workspaces — internal wikis for team documentation, team knowledge bases, and public-facing help centers. The drag-and-drop editor supports images, videos, and tables. This replaces Notion or Confluence for basic documentation needs. Agiled does not have a wiki module.

HR and payroll (Agiled only)

Agiled includes employee management, attendance tracking, leave management, and payroll processing. For agencies and service businesses with employees, this eliminates the need for a separate HR tool like BambooHR or Gusto. Plutio has no HR features.

Expense tracking (Agiled only)

Agiled includes a dedicated expense tracking module with categories, receipt attachments, and reporting. Expenses can be linked to projects and included in invoices. Plutio handles invoicing and time-based billing but has no expense tracking.

Scheduling

Both platforms include appointment scheduling with availability settings, calendar sync, and booking pages. Plutio adds buffer times, booking rules, automatic timezone detection, meeting reminders, and video conferencing links. Both support embedding scheduling on websites.

File management

Plutio includes unlimited folders, color-coded organization, advanced permissions, public folder sharing, and a file request feature (clients upload without logging in). In-app preview supports documents, PowerPoints, Excel files, and videos. Storage ranges from 100 GB (Core) to 2 TB (Max). Agiled includes file storage linked to projects and clients with basic organization features.

Pricing comparison

Feature	Agiled	Plutio
Free plan	Yes — 1 user, unlimited contacts/projects	No — 14-day free trial only
Entry paid plan	$30/month (3 users)	$19/month (solo, 9 clients max, 0 contributors)
Mid-tier plan	$60/month (10 users)	$49/month (30 contributors, unlimited clients)
Top plan	$120/month (unlimited users)	$199/month (unlimited contributors)
Billing options	Monthly and annual	Monthly and annual (2 months free annually)
Fully branded	Included on paid plans	$9/month add-on (Core/Pro), free on Max
Automation	All paid plans, no caps	All plans, capped: 900–50,000 actions/month
AI features	Included	Credit-based: 800–10,000/month per plan

Plutio's Core plan at $19/month looks affordable, but the 9-client cap and zero contributors make it impractical for anyone beyond a solo freelancer handling a few clients. Once you need unlimited clients and team access, Plutio jumps to $49/month for 30 contributors — comparable to Agiled's Pro plan at $60/month for 10 users but with Agiled including CRM, HR, and expense tracking that Plutio lacks.

At the top tier, Agiled at $120/month for unlimited users undercuts Plutio Max at $199/month and includes more complete business management features.

User reviews and ratings

Platform	Agiled	Plutio
G2	4.7/5	4.3/5 (56 reviews)
Capterra	4.7/5	4.6/5 (200+ reviews)
Trustpilot	—	3.5/5 (70+ reviews)

Common Plutio complaints

Bugs that damage client trust. Multiple users report bugs that surface during client interactions. One reviewer who onboarded dozens of clients stated there were "so many bugs which ruins our trust with clients." For a platform built around polished client-facing documents, this is a significant concern.

Slow feature development. Users complain about "no significant updates for over a year" and features promised but not delivered. The CRM pipeline has been "Planned" for years. Automation capabilities arrived significantly later than promised.

Customer support quality. Trustpilot reviewers describe support as "very bad" with "awful customer support" and promises undelivered after a year. For a paid tool, support responsiveness matters.

Dated UI. Some users describe the interface as "really dated" compared to modern SaaS tools.

Where Agiled reviews are stronger

Agiled's G2 and Capterra ratings are higher, and users consistently highlight the breadth of features — CRM, project management, invoicing, and HR in one platform — as the primary value.

Who should choose Plutio

• Solo freelancers handling fewer than 9 clients who want polished proposals, contracts, and invoices without feature restrictions
• Small agencies that prioritize fully branded client portals with custom dashboards and metric reporting
• Service businesses that need a website chat widget, wiki, and client portal combined in one tool
• Users who value voice-to-action AI for quick commands and workflow automation
• Businesses that do not need CRM pipeline management, HR, payroll, or expense tracking

Who should choose Agiled

• Growing teams that need a full CRM with pipeline stages, deal tracking, and revenue forecasting
• Service businesses that manage projects after the sale — time tracking, milestones, budget tracking, and invoicing from tracked time
• Agencies with employees that need HR, attendance, leave tracking, and payroll in the same platform
• Budget-conscious teams that want a permanent free plan and lower top-tier pricing ($120 vs. $199)
• Teams that want AI-powered content generation — proposal drafting, email writing, report generation — rather than voice commands
• Businesses with active sales processes that need pipeline automation and deal stage management

FAQ

Is Plutio cheaper than Agiled?

Plutio's Core plan starts at $19/month, but it limits you to 9 active clients and no team members. Agiled's free plan includes 1 user with unlimited contacts. When comparing plans with team access and unlimited clients, Agiled's pricing is comparable or lower — $30/month for 3 users vs. Plutio's $49/month for the first plan with team access.

Does Plutio have a CRM?

Plutio has contact management with profiles, tags, and activity logging. It does not have a deal pipeline CRM with stages, revenue tracking, or sales forecasting. The full CRM module is listed as "Planned" and has not launched as of early 2026.

Does Plutio include HR or payroll?

No. Plutio does not have employee management, attendance tracking, leave management, or payroll features. Agiled includes all of these.

Can I fully branded both platforms?

Yes. Plutio brand customization is a $9/month add-on on Core and Pro plans and included free on the Max plan ($199/month). It supports custom domains, custom email addresses, logo replacement, and color customization. Agiled includes fully branded client portal access on paid plans.

Which platform has better automation?

Plutio offers native automations across all features on all plans but caps them at 900–50,000 actions per month depending on plan. Agiled includes automation on all paid plans without action caps. For CRM-driven automation (pipeline stage triggers, deal-based workflows), Agiled is more capable since Plutio lacks pipeline CRM.

Does Plutio have a free plan?

No. Plutio offers a 14-day free trial with full access and no credit card required, but there is no permanent free tier. Agiled offers a free plan for 1 user with unlimited contacts and projects.

Which is better for agencies?

Agencies that prioritize branded client portals with custom dashboards and do not need CRM pipeline management may prefer Plutio. Agencies that need deal tracking, project management connected to sales, HR, and expense management will find Agiled more complete. Agiled also costs less at the unlimited-user tier ($120 vs. $199).