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 contributors, automation actions, AI credits, and storage). Pricing starts at $19/month for solo freelancers on the Core plan. Plutio Pal, their AI assistant, handles voice-to-action commands across the platform and is included on all tiers with credits ranging from 800/month (Core) to 10,000/month (Max).

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 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. The platform now includes a native Deals feature with a visual pipeline and deal value tracking, but it is limited to a single customizable pipeline with no automated stage transitions, no multiple pipelines, and no advanced revenue forecasting. ProductOwl's 2026 CRM analysis scores Plutio just 1.6/4 for CRM maturity, citing minimal support for complex account management and advanced sales performance tracking. 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 contributors, which is restrictive for any growing business. Automation actions are capped at 900/month on Core, 5,500 on Pro, and 50,000 on Max. Users on Trustpilot (4.2/5) 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 multi-pipeline CRM 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 multiple deal pipelines, stages, and revenue tracking. Plutio now has a basic Deals pipeline (single pipeline, deal values, stage tracking) but lacks multiple pipelines, automated stage transitions, and advanced forecasting.
• Pricing model: Plutio charges per workspace with contributor and automation 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 with tiered credits (800-10,000/month). 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 or 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 with 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 or 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 or Gantt
• Task dependencies, subtasks, checklists
• Custom fields and custom statuses
• Repeating tasks and start or 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, though the gap has narrowed since Plutio shipped its Deals feature.

Plutio

Basic deal pipeline, not a full CRM. Plutio now includes a native Deals feature with a visual pipeline where contacts move through customizable stages. Each stage shows the client name, deal value, time in stage, and next action. You can drag deals between stages and set follow-up reminders. Contact and company profiles support custom fields, colored tags, activity logging, notes, and archive functionality. Profile pages show all associated projects, invoices, proposals, contracts, and conversations.

However, Plutio's pipeline remains basic compared to dedicated CRM tools. ProductOwl's 2026 analysis scores it 1.6/4 for CRM maturity, noting minimal support for complex strategic account management and advanced sales performance tracking. There is only a single customizable pipeline (no multiple pipelines for different services or teams). There are no automated stage transitions, no probability-based forecasting, and no deep sales reporting dashboards. For freelancers tracking a handful of leads, this is workable. For any business running parallel sales processes or needing revenue forecasting, the limitations become clear quickly.

• Contact and company profiles with custom fields
• Single visual deal pipeline with customizable stages
• Deal values and time-in-stage tracking
• Drag-and-drop between stages
• Follow-up reminders
• No multiple pipelines
• No automated stage transitions
• No probability-based forecasting
• No advanced sales reporting

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
• Multiple pipelines for different services or teams
• 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 for CRM depth. Plutio's new Deals feature is a meaningful improvement over the old contact-management-only setup, but a single pipeline with no automation, no forecasting, and no multi-pipeline support means any business with an active or multi-channel sales process still needs to supplement Plutio with a separate CRM tool.

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 or long text, dropdowns, multi-choice, image choice, full address, date or time, file uploads, signatures, and payment collection through Stripe and PayPal. Custom CSS styling, intro and confirmation pages, activation or expiration dates, and submission limits give you control over the experience.

• Drag-and-drop proposal builder with content blocks
• Optional or 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, which 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 or 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, which is 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 or 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
• Billable rates per task or client
• Direct invoice generation
• Time reports by project, client, or team member
• Budget tracking integration

Verdict

Both are good. Plutio's timesheet sharing and export options are strong for freelancer-client workflows. Agiled's task-level tracking and budget integration make more sense for teams managing delivery and profitability together.

Automation and AI

Plutio

Automation plus Plutio Pal. Plutio automates repetitive actions around tasks, forms, proposals, and invoices. Automation actions are capped by plan: 900/month on Core, 5,500/month on Pro, and 50,000/month on Max. The standout feature is Plutio Pal, an AI assistant focused on voice-to-action commands. Users can speak or type commands to create invoices, summarize conversations, draft proposals, or navigate the platform. AI credits are also tiered: 800/month (Core), 2,500/month (Pro), and 10,000/month (Max).

The promise is compelling, but user feedback suggests automation rollouts have been slower than expected, and some roadmap items remain delayed. The per-tier caps on both automations and AI credits also mean that heavy users on Core will hit limits quickly.

• Workflow automation across tasks and documents (capped by plan)
• Plutio Pal voice-to-action assistant (capped by plan)
• AI-assisted navigation and command execution
• Slow roadmap delivery cited by users
• Core plan limited to 900 automation actions and 800 AI credits per month

Agiled

AI agents across business workflows. Agiled's AI is less about voice commands and more about generating work product. AI agents help draft proposals, emails, reports, and internal content. Combined with workflow automation, this reduces admin work across CRM, projects, and communication.

• AI agents for proposals, emails, reports
• Workflow automation across CRM, projects, invoicing
• Better fit for multi-module business operations

Verdict

Plutio's AI is more novel in interface design. Agiled's AI is more practical for day-to-day output generation. Teams that value direct productivity gains over novelty will likely get more from Agiled's approach. Keep in mind that Plutio's per-tier caps on automation actions and AI credits can become a constraint for active users on lower plans.

Pricing comparison

Plutio pricing (April 2026)

Plutio restructured from four plans to three, dropping the old Studio ($39) and Agency ($99) tiers. All plans include every feature; pricing changes by scale limits. Prices verified from plutio.com April 2026.

Plan	Monthly	Contributors	Active Clients	Automation Actions/mo	AI Credits/mo
Core	$19	0	9	900	800
Pro	$49	30	Unlimited	5,500	2,500
Max	$199	Unlimited	Unlimited	50,000	10,000

Brand customization (white-label with custom domain) is a $9/month add-on on Core and Pro. It is included on Max.

14-day free trial on all plans, no credit card required.

Agiled pricing

Plan	Monthly	Users Included
Basic (Free)	$0	1
Pro	$30	3
Premium	$59	7
Business	$99	15

Agiled's pricing is user-based rather than client-based.

Cost analysis

Solo freelancer with fewer than 9 active clients:

• Plutio Core: $19/month
• Agiled Pro: $30/month

Plutio is cheaper here by $11/month.

Solo freelancer needing white-label or stronger customization:

• Plutio Core + brand add-on: $28/month
• Agiled Pro: $30/month

Nearly identical cost.

Small team of 3 with more than 9 clients:

• Plutio Pro: $49/month
• Agiled Pro: $30/month

Agiled saves $19/month ($228/year) and includes CRM pipelines, HR, and expense tracking that Plutio lacks.

Agency with 7 users:

• Plutio Max: $199/month (only plan with unlimited contributors)
• Agiled Premium: $59/month

Agiled saves $140/month ($1,680/year). This is a significant gap.

Plutio is cheaper only for a solo freelancer with very few active clients and no need for contributors. Agiled becomes better value as soon as team size, CRM complexity, or operational needs grow.

What real users say

Plutio user feedback

Plutio holds a 4.6/5 on Capterra (162 reviews), 4.6/5 on G2, and 4.2/5 on Trustpilot. The Capterra and G2 scores are strong; the Trustpilot gap reflects frustrations that do not always surface in vendor-curated review platforms.

Common complaints from Plutio users:

• Bugs affect client trust. One reviewer said the bugs "ruin trust with clients." Support responsiveness has been flagged, with some users noting the founder handles tickets directly, which limits bandwidth.
• Slow roadmap delivery. Features are promised, but delivery can lag. The CRM pipeline (Deals) shipped after being listed as "Planned" for over a year.
• Automation and AI caps on lower plans are restrictive. Core's 900 automation actions and 800 AI credits per month may not be enough for active users.
• No HR or expense module. Growing teams hit this gap quickly.
• ProductOwl CRM score of 1.6/4 confirms that the pipeline feature, while present, is basic relative to dedicated CRM tools.

Agiled user feedback

Agiled holds a 4.7/5 on G2 and strong scores across major review platforms. User praise consistently centers on the all-in-one model, ease of setup, feature depth, and value relative to alternatives.

What Agiled users praise:

• CRM, proposals, invoicing, projects, and HR in one platform
• Faster setup than more fragmented alternatives
• Better value for small teams
• AI features that reduce repetitive work
• Responsive support

Agiled vs Plutio: full feature comparison

Feature	Agiled	Plutio
CRM	Full deal pipeline, multiple pipelines, forecasting, reporting	Single basic deal pipeline, no forecasting
Project management	Kanban, Gantt, milestones, budgets	Kanban, cards, list, timeline
Proposals	Drag-and-drop, AI drafting, pricing tables	Drag-and-drop, polished block builder
Contracts	Templates, e-signatures, audit trail	Templates, e-signatures, multiple signees
Forms	Standard builder	Advanced form builder with payments
Time tracking	Task-level with invoicing and budgets	Timers, timesheets, public sharing
Invoicing	Integrated with CRM and expenses	Highly customizable, 3 payment providers
Automation	Cross-module workflow automation	Automation (capped by plan tier)
AI	Agents for output generation	Voice-to-action assistant (capped by plan tier)
HR & payroll	Included	Not available
Expense tracking	Included	Not available
Wiki	No standalone wiki	Built-in wiki and help center
Branding	Branded client portal on paid plans	Add-on on lower plans, included on Max
Free plan	Yes	No (14-day trial only)
Best for	Growing teams and agencies	Solo freelancers and small studios

Who should NOT choose Plutio

Be honest with yourself about these limitations before committing:

• Teams that need more than one sales pipeline. Plutio's Deals feature supports a single customizable pipeline. If you run separate pipelines for different services, geographies, or sales reps, Plutio cannot accommodate that without workarounds.
• Agencies with 4+ team members. Plutio's Core plan allows zero contributors. Pro includes 30, but at $49/month it is more expensive than Agiled Pro ($30/month for 3 users) while lacking CRM depth, HR, and expense tracking. Max at $199/month is hard to justify when Agiled Business covers 15 users at $99/month.
• Businesses that need HR, payroll, or expense tracking. Plutio has no HR module, no payroll, and no expense management. Growing teams will need to add separate tools for these functions.
• Heavy automation users on a budget. Core's 900 automation actions per month is roughly 30 per day. If your workflows involve multi-step automations across proposals, invoicing, and project creation, you will hit this ceiling and need to upgrade to Pro.
• Anyone who needs revenue forecasting or sales analytics. Plutio's pipeline has deal values and stage tracking, but no probability-based forecasting, no win/loss reporting, and no pipeline velocity metrics. If sales reporting drives your business decisions, Plutio will not provide the data you need.

When to choose Plutio over Agiled

Plutio may be the better choice if:

• You are a solo freelancer with very few active clients. The Core plan is cheaper than Agiled's paid tier.
• You care most about polished client-facing proposals, forms, and invoices. Plutio's document and form customization is stronger.
• You want a built-in wiki or help center. Plutio includes that; Agiled does not.
• You value a voice-driven AI assistant. Plutio Pal is a real differentiator, included on all plans.
• You do not need multi-pipeline CRM, HR, payroll, or expense tracking.

When to choose Agiled over Plutio

Agiled is the better choice if:

• You need a real CRM pipeline with forecasting. Agiled supports multiple pipelines, automation triggers, and revenue forecasting. Plutio's single basic pipeline does not compete at this level.
• You run an agency or growing team. Agiled scales better on users and operations at a lower cost.
• You need HR, payroll, and expense tracking. These modules do not exist in Plutio.
• You want one platform to cover sales, delivery, invoicing, and team operations.
• You want a free plan to start.
• You care more about practical AI output than voice commands.

Final verdict

Plutio is a strong all-in-one platform for freelancers who care deeply about polished proposals, customizable forms, and client-facing workflow. Its no-feature-gating philosophy is refreshing, Plutio Pal gives it an interesting AI angle, and the new Deals pipeline addresses what was previously the platform's most glaring omission.

But Plutio still stops short of true business operating-system territory. The pipeline is single and basic, with no forecasting or automation. There is no HR, no payroll, and no dedicated expense tracking. Automation and AI credits are capped by tier, which can become a constraint. And contributor limits mean the platform gets expensive relative to its feature set once you add team members.

Agiled is the more complete platform. It covers sales pipeline management with multiple pipelines and forecasting, project delivery, invoicing, expense tracking, HR, payroll, and AI agents in one connected system. Plutio is attractive for solo operators. Agiled is the better long-term choice for teams that want to grow without stitching extra tools back into the stack.

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Frequently Asked Questions

Is Plutio better than Agiled?

Plutio is better for freelancers who prioritize polished proposals, forms, and client-facing documents. Agiled is better for businesses that need multi-pipeline CRM, HR, payroll, expense tracking, and broader operational coverage.

Does Plutio have a CRM?

Plutio now includes a Deals feature with a single visual pipeline, deal values, and stage tracking. However, it lacks multiple pipelines, automated stage transitions, probability-based forecasting, and advanced sales reporting. ProductOwl rates Plutio's CRM maturity at 1.6/4.

Does Plutio have a free plan?

No. Plutio offers a 14-day free trial, but not a permanent free tier. Agiled offers a free plan for 1 user.

Which is cheaper, Agiled or Plutio?

Plutio is cheaper for a solo freelancer with very few active clients ($19/month vs $30/month). For a team of 3, Plutio Pro costs $49/month while Agiled Pro costs $30/month. For 7+ users, Plutio Max at $199/month is over three times the cost of Agiled Premium at $59/month.

Is Plutio good for agencies?

Plutio can work for small agencies, but the single basic pipeline, lack of HR and expense tracking, and contributor limits (Core has zero, Pro caps at 30) become limiting as operational complexity grows. Agiled offers more agency-relevant features at a lower per-team cost.

How many automation actions does Plutio include?

Core includes 900 actions/month, Pro includes 5,500, and Max includes 50,000. These caps apply to workflow automations across tasks, proposals, invoicing, and other modules. Heavy automation users on Core will likely need to upgrade.

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