How to Migrate from Plutio to Agiled (2026 Step-by-Step Guide)

Plutio already does a lot (projects, time tracking, invoicing, a client portal), so moving to Agiled is not about replacing missing basics. It is usually about the Core plan's 9-active-client cap, deeper CRM, team scale, or support. Either way, there is no full account export from Plutio, so the realistic move is a 1-2 week parallel switch. This guide covers exactly what carries over and how to do it without dropping a client.

Plutio is a capable all-in-one for freelancers and small studios. Unlike a pure booking tool, it already has tasks, time tracking, and a client portal, so be honest with yourself about why you are switching. Most people move to Agiled for the CRM pipeline depth, to escape the Core plan's client cap, for HR and larger teams, or for more responsive support. This guide is the practical version.

Still deciding? See Agiled vs Plutio and the best Plutio alternatives.

Why people move from Plutio to Agiled

• The Core plan's 9-active-client cap. Plutio Core ($19/month) limits you to 9 active clients a month and includes no additional contributors. Growing past that means jumping to Pro ($49/month).
• CRM depth. Plutio's pipeline is lighter than a dedicated CRM. Teams that run structured sales pipelines often want more.
• Team scale and HR. Plutio Pro includes 30 contributors; Max ($199/month) unlocks unlimited. Agiled adds HR (staff, roles, leave) that Plutio does not cover.
• Consolidation and support. Some users want a single platform with deeper modules and more responsive support as they scale.

Because Plutio and Agiled overlap heavily, the migration is mostly a like-for-like move rather than a re-platforming.

What you can (and cannot) export from Plutio

Data in Plutio	Can you take it?	How
Clients / contacts	Yes	Export to CSV
Projects / tasks	Partial	Export task lists where available; rebuild structure in Agiled
Signed contracts	Yes, as records	Download signed PDFs
Invoices & payment history	Partial	Download invoice PDFs; full history stays in Plutio
Proposal & contract templates	No bulk export	Recreate in Documents
Forms	No bulk export	Rebuild in CRM/forms
Time entries	Partial	Export reports where available
Automations	No	Rebuild in the workflow builder

How Plutio features map to Agiled

Plutio	Agiled equivalent	Notes
Clients	CRM	Deeper pipeline and lead management
Projects & tasks	Projects	Kanban, Gantt, dependencies, milestones
Time tracking	Time tracking	Timer to invoice
Proposals & contracts	Documents	Reusable templates, e-sign
Invoicing	Finance	Recurring billing, estimates, expenses
Forms	CRM/forms	Embeddable lead capture
Client portal	Client portal	Branded
Automations	Workflow automation	Visual triggers
(none) HR	HR	Staff, roles, leave

The migration plan: switch in 1-2 weeks

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Rebuild templates and structure (Day 2-4)

1. Recreate your top proposal, contract, and invoice in Documents and Finance.
2. Rebuild your intake form in CRM/forms.
3. Recreate a project template in Projects matching how you run delivery in Plutio.

Phase 3 - Point new work at Agiled (Day 4-7)

1. Swap your website/proposal links to Agiled.
2. Route new clients through Agiled; let active Plutio projects finish.
3. Run a full end-to-end test.

Phase 4 - Migrate client and project data (Day 7-10)

1. Export Plutio contacts to CSV and import into Agiled CRM.
2. Export task lists and download contracts/invoices for your records.
3. Invite active clients to the client portal.

Phase 5 - Wind down Plutio

1. Confirm no payments still route through Plutio.
2. Confirm all records and reports are downloaded.
3. Cancel at the end of your billing cycle.

What it costs after you switch

Plutio is Core $19/month (about $15/month annual, 9-active-client cap, solo), Pro $49/month (about $39/month annual, unlimited clients, 30 contributors), and Max $199/month (about $159/month annual, unlimited, white-label and SSO included); white-label is a $9/month add-on on lower tiers. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with HR and a deeper CRM included.

Use the calculator below to estimate real annual cost for your revenue and team size.

Mistakes to avoid

• Switching without a clear reason. Plutio already covers the basics, so know what you are gaining (client cap, CRM, HR, support) before you move.
• Cancelling before exporting projects. Export task lists and download records first.
• Migrating in-flight projects mid-stream.
• Recreating unused templates.
• Leaving website links pointed at Plutio.

When you should stay on Plutio

• You are a solo freelancer comfortably under 9 active clients, you like Plutio's interface, and you do not need a deeper CRM, HR, or larger team support. In that case the switch may not be worth the rebuild.

If you are hitting the client cap, want a stronger pipeline, or are scaling a team, Agiled is the natural step up. See the Agiled vs Plutio comparison.

Frequently Asked Questions

Can I automatically import my Plutio account into Agiled?

No. Plutio does not offer a complete account export, so there is no true one-click import. You can import contacts via CSV, export task lists where available, and recreate templates and automations manually. Because the two tools overlap heavily, the rebuild is mostly like-for-like.

Plutio already has projects and time tracking, so why switch?

Exactly the right question. The common reasons are the Core plan's 9-active-client cap, a deeper CRM pipeline, HR and larger team support, and more responsive support as you scale. If none of those apply, staying on Plutio is reasonable.

Will I lose my projects and contracts if I leave Plutio?

Not if you export first. Download signed contracts and invoice records, and export task lists where available, before cancelling. You then rebuild project structure in Agiled's Projects module.

Is Agiled more expensive than Plutio?

It depends on team size and plan. Plutio Core is cheaper at $19/month but caps you at 9 active clients with no contributors. Once you need Pro ($49/month) or beyond, Agiled's plan pricing is competitive and adds HR and a deeper CRM. Run the calculator below with your real numbers.

What does Agiled add that Plutio doesn't?

Mainly a deeper CRM pipeline, HR (staff, roles, leave), and no active-client cap on entry plans, all in one platform. Plutio already covers projects, time, invoicing, and a portal, so the upgrade is about depth and scale rather than filling gaps.

Related:

• Agiled vs Plutio: full comparison
• Best Plutio alternatives
• Migrate from HoneyBook to Agiled
• Migrate from Bonsai to Agiled
• Migrate from 17hats to Agiled

Ready to start? Create your free Agiled account and rebuild your first project today.