Project Management
The project management feature supports milestone tracking and resource allocation while including customizable workflows for productivity. Some of the additional tools it includes are time estimation and pre-defined project templates to ensure efficient project execution.
Time Tracking
The functionality combines automatic and manual time-logging capabilities with detailed reporting to maintain accurate billing for clients. It should also help in real-time monitoring of team productivity and overtime tracking by integrating with invoicing tools.
Meetings Scheduler
Advanced scheduling tools that integrate seamlessly with the calendar to maintain accurate bookings, followed by automated reminders. Look at the alternatives of Plutio that enable setting availability rules, managing meetings and integrating video conferencing to provide branded experiences for clients.
Client Portal & Collaboration
The feature offers clients secure access to project updates, document sharing and communication threads. Clients should be able to approve project deliverables and provide feedback in one place to maintain consistency.
Advanced Invoicing System
One of the most important features of Plutio competitors is advanced invoicing that automatically generates invoices based on tracked time. It also helps in tracking expenses and handling partial payments by integrating with popular payment gateways, leading to enhanced billing efficiency.
Resource Management
The feature offers a clear visualization of team capacity, skills matching and workload distribution so that it can be utilized effectively across all projects while preventing burnout. It further combines with capacity planning and skill tracking to boost overall project delivery.
Workflow Automation
Streamline repetitive administrative tasks and enhance business processes with customizable triggers, conditional workflows, as well as automated notifications. Functionalities like approval chains, task dependencies and status updates further help in reducing manual intervention to improve overall efficiency.
Deal Management & Forecasting
The right replacement of Plutio should offer robust deal-tracking capabilities for probability-based forecasting with revenue prediction models. It should further include detailed reporting on sales velocity and team performance for accurate revenue projections based on data.