Taskip vs Plutio (2026): The Best Client Portal & CRM Platform, Honestly Compared
Taskip does everything Plutio does: projects, proposals, invoicing, a client portal, and time tracking, then adds the sales pipeline, service catalog, and support ticketing that Plutio does not have at all. It also starts free, while Plutio charges from $19 a month before you send your first invoice.
This guide breaks down both tools the way an agency owner actually evaluates them, by features, real workflows, and total cost. Every price and feature below was checked against taskip.net and plutio.com in June 2026, so you are reading current numbers, not last year’s. So, let’s explore Taskip vs Plutio and find the best pick for you:
TLDR: Short On Time?
Both Taskip and Plutio combine project management, invoicing, and client collaboration into one platform, but they serve different audiences. Taskip is designed for growing agencies with built-in CRM, sales pipeline, service catalog, ticketing, and WhatsApp inbox features, plus a free plan and unlimited clients.
Plutio is a better fit for solo freelancers who value flexibility and customization but can work without those business management tools.
If you need an end-to-end client management platform that scales with your business, Taskip is the stronger choice.
Table of Contents
What Is Taskip?
Taskip is an all-in-one agency management and client portal platform. It has been running since 2018 and is trusted by more than 1,100 agencies. The whole product is built around the way client work actually flows, from winning the lead, to delivering the project, to getting paid, to supporting the client afterward. Thus, with Taskip sales, projects, billing, and support live under one login instead of across eight subscriptions.
What Is Plutio?
Plutio is a UK-based all-in-one app aimed mostly at freelancers and small businesses. Its strength is customization. You can reshape the interface, colors, and layout, switch between several project views, and toggle features on and off. Plutio has also announced an AI assistant called Plutio Pal, although at the time of writing, it is still marked as coming soon. However, it covers projects, proposals, contracts, invoicing, forms, schedulers, and a client portal.
Taskip vs Plutio At A Glance
Here is the quick version before we get into detail. The rows that matter most to agencies are at the top.
| What You Get | Taskip | Plutio |
| Free forever plan | ✔ | ✖ 7-day trial only |
| Visual sales pipeline | ✔ | ✖ |
| Lead management | ✔ | ✖ |
| Dedicated support ticketing | ✔ | Via shared inbox |
| Service catalog with checkout | ✔ | ✖ |
| WhatsApp inbox | ✔ | ✖ |
| Per client limits | None on paid plans | Core plan caps active clients (around 9 a month) |
| Starting paid price | $12 a month | $19 a month |
| White label | From $59 a month | Max plan ($199) |
| Time tracking and proposals | ✔ | ✔ |
| Mobile apps (iOS and Android) | ✔ | ✔ |
Common Plutio Limitations That Impact Growing Agencies
Plutio is a capable platform, but several limitations make it less practical and more expensive as your agency grows.
a. No Free Plan
Plutio only offers a 7-day free trial. After that, you’ll need to start paying from $19/month, regardless of whether you’re actively using the platform. In contrast, Taskip provides a free forever plan, allowing agencies to manage real client work without any upfront cost.
b. Strict Client Limits on the Entry Plan
The Core plan supports only around nine active clients per month. Once you exceed that limit, you’re required to upgrade to the $49/month Pro plan. Taskip, on the other hand, does not impose client account limits on any paid plan, making it easier to scale without forced upgrades.
c. Missing Essential Agency Features
While Plutio includes basic contact and company management, it lacks several features agencies commonly need:
- No visual sales pipeline (dedicated CRM is still planned)
- No standalone service catalog with self-checkout
- No dedicated support ticketing system
Taskip includes all three, reducing the need for additional software to manage sales and client support.
d. Pricing Becomes Expensive as You Grow
Plutio’s pricing starts at $19 for Core, increases to $49 for Pro, and reaches $199 for Max, with team access tied to contributor limits. As your agency expands, costs can rise quickly compared to Taskip’s simpler flat user pricing structure.
Taskip vs Plutio: Category-By-Category Comparison
Below is how the two tools compare across the jobs an agency actually does, not just a list of buttons.
Client Acquisition
| Capability | Taskip | Plutio |
|---|---|---|
| Sales pipeline | Visual pipeline with custom stages | ✖ Not available |
| Lead management | Unlimited leads, import and export | Capture via forms and chat |
| Service catalog | Sell services with packages and checkout | Packages within proposals only |
Winner: Taskip
This is the clearest win for Taskip. The built-in sales pipeline, lead management, and service catalog mean you can capture a lead, move the deal through stages, show your packages, and take the order without leaving the platform.
Plutio can capture leads through forms and its chat widget and store client and company profiles, but it has no visual sales pipeline or standalone service catalog, and its dedicated CRM is still listed as planned.
Client Onboarding
| Capability | Taskip | Plutio |
|---|---|---|
| Forms with conditional logic | ✔ | ✔ |
| Quotations | ✔ | Limited |
| Proposals and e signature | ✔ | ✔ |
Winner: Tie
Both tools onboard clients well. Taskip gives you custom forms, quotations, proposals, and e-signatures, all feeding into the same workspace. Whereas Plutio’s proposal builder is strong on design and worth a mention, so this category is close.
Project And Task Management
| Capability | Taskip | Plutio |
|---|---|---|
| Views | Kanban, List, Gantt, Calendar | List, board, timeline, calendar |
| Subtasks and dependencies | ✔ | ✔ |
| Time tracking | ✔ built in | ✔ built in |
| Custom fields and statuses | ✔ | ✔ |
Winner: Tie
This is a genuine tie. Taskip includes time tracking, subtasks, custom fields, and Kanban, List, Gantt, and Calendar views. Plutio matches it with list, board, timeline, and calendar views, so for day-to-day agency project work, the two are evenly matched.
Client Portal And Communication
| Capability | Taskip | Plutio |
|---|---|---|
| Branded client portal | ✔ | ✔ |
| Unified inbox | ✔ | ✔ |
| WhatsApp inbox | ✔ | ✖ |
| Internal team chat | ✔ | ✔ |
Winner: Taskip
Both give clients a branded portal and a unified inbox. The difference is the WhatsApp inbox, which lets you manage WhatsApp client chats inside Taskip. If your clients message on WhatsApp, that is a real day-to-day advantage.
Billing And Invoicing
| Capability | Taskip | Plutio |
|---|---|---|
| Recurring invoices | ✔ | ✔ |
| VAT and tax management | ✔ | ✔ |
| Multiple currencies | 100 plus | ✔ |
| Transaction fees | None | None |
Winner: Tie
Invoicing is solid on both sides, with recurring billing, tax handling, and multi-currency support. Neither adds transaction fees on top of your payment gateway. Call this one a tie.
Support And Ticketing
| Capability | Taskip | Plutio |
|---|---|---|
| Support ticketing system | ✔ | Shared inbox and help centre |
| Meeting scheduler | ✔ | ✔ |
Winner: Taskip
Taskip has the edge here. The built-in support ticketing system lets you take, assign, and track client requests after a project ships. Plutio handles support through its shared inbox, chat widget, and help centre, with ticket-like statuses, but there is no dedicated ticketing module.
White Label And Branding
| Capability | Taskip | Plutio |
|---|---|---|
| White label | From $59 a month | Max plan ($199) |
| Custom domain and SMTP | ✔ | ✔ |
| Portal customization | ✔ | ✔ |
Winner: Taskip
Both let you put your brand front and center. Taskip includes white label, custom domain, and SMTP from the $59 Growing Agency plan, which is well below what an equivalent Plutio setup costs.
Full Feature Comparison: Taskip vs Plutio (2026)
| Feature | Taskip | Plutio |
| Pricing | ||
| Starting paid price | $12 a month | $19 a month (Core) |
| Free plan | Free forever Starter | ✖ 7-day trial only |
| Top tier | $89 a month, unlimited users | $199 a month (Max) |
| CRM And Sales | ||
| Sales pipeline | Visual pipeline with custom stages | ✖ No native pipeline (CRM planned) |
| Lead management | Unlimited leads, import and export | Capture via forms and chat |
| Service catalog | Packages plus client checkout | Packages within proposals only |
| Contact and company management | ✔ | ✔ |
| Projects | ||
| Views | Kanban, List, Gantt, Calendar | List, board, timeline, calendar |
| Subtasks | ✔ | ✔ |
| Custom fields and statuses | ✔ | ✔ |
| Time Tracking | ||
| Built in time tracking | ✔ | ✔ |
| Timesheets | Team performance analytics | Team timesheets |
| Proposals And Contracts | ||
| Proposals | ✔ with e signature | ✔ drag and drop builder |
| Contracts and e signature | ✔ | ✔ |
| Invoicing | ||
| Recurring invoices | ✔ | ✔ |
| Multi currency | 100 plus currencies | ✔ |
| Transaction fees | None | None |
| Inbox | ||
| Unified inbox | ✔ | ✔ |
| WhatsApp inbox | ✔ | ✖ |
| Internal team chat | ✔ | ✔ |
| Support | ||
| Ticketing system | ✔ | Shared inbox and help centre |
| Meeting scheduler | ✔ | ✔ |
| White Label | ||
| White label and custom domain | From $59 a month | Max plan ($199) |
| Localization | ||
| Languages | 12 plus (coming soon) | 25 plus (live) |
| Currencies | 100 plus | Multi currency |
| Mobile | ||
| iOS and Android apps | ✔ | ✔ |
Taskip vs Plutio Pricing Compared
Pricing is where the gap gets hard to ignore. Here is the like-for-like view at each stage of growth.
| Stage | Taskip Plan | Taskip Price | Plutio Plan | Plutio Price |
| Just starting (solo) | Free Starter, then Freelancer | $0, then $12 a month | Core | $19 a month (caps around 9 clients) |
| Small team | Startup Team (10 users) | $29 a month | Pro | $49 a month |
| Growing agency (white label) | Growing Agency (25 users) | $59 a month | Max | $199 a month |
| Large agency | Agency Pro (unlimited users) | $89 a month |
Taskip also runs an annual plan that saves around 35 percent, plus a free forever option and a 30-day money-back guarantee. At every stage, you get more seats and more features for less money, and you are never billed before you have decided.
Taskip vs Plutio: Which Handles the Full Client Journey Better?
The fastest way to feel the difference is to follow one job from start to finish.
The First Impression: Winning the Client
Every project starts with a lead. In Taskip, you can move that lead through a sales pipeline, send a quote from your service catalog, and let the client check out without leaving the platform. Plutio captures leads through forms and chat widgets, but managing the sales process requires more manual work.
Once the Deal Is Signed
After the client accepts the proposal, the gap narrows. Both Taskip and Plutio support proposals, contracts, e-signatures, and project creation, making onboarding straightforward on either platform.
Delivering the Work and Getting Paid
When it’s time to invoice, both platforms offer recurring billing, multi-currency support, and online payments. For project delivery and invoicing, the experience is largely comparable.
What Happens After the Project Ends?
The real difference appears when a client comes back with a question or issue. Taskip includes a dedicated support ticketing system, making it easy to assign, track, and resolve requests. In contrast, Plutio routes these conversations through a shared inbox, which can be harder to organize as your client list grows.
Where the Difference Matters Most
Plutio is strong at managing active projects, but Taskip extends beyond project delivery by covering sales, client management, billing, and support in one connected workflow. For agencies and service businesses that want to manage the entire client lifecycle from one place, Taskip offers a more complete solution.
TaskipReady to Manage Your Entire Client Journey?
From lead capture and proposals to invoicing and customer support, Taskip keeps every stage of your client workflow in one place—so you spend less time switching tools and more time growing your business.
Sign Up for FREE!No credit card is required!
Honest Take: Where Plutio Still Has an Edge
No tool is perfect, and Plutio has a few strengths worth recognizing. It offers deeper workspace customization, letting you personalize layouts and views far more than Taskip. It also supports 25 languages today, while Taskip’s 12-plus languages are still rolling out.
For solo freelancers, Plutio also includes an embeddable website live chat widget and a built-in wiki and knowledge base. It is introducing its Plutio Pal AI assistant, while Taskip already includes Taspi AI with monthly credits on every plan, so you get AI-powered features today.
Overall, Plutio is an excellent option for freelancers who value customization and flexibility. But agencies and growing service businesses that need built-in sales, CRM, invoicing, and customer support will likely find Taskip the more complete all-in-one solution.
Replace 8 Plus Tools and Save $200 A Month with Taskip
The real saving is not just the lower sticker price. Because Taskip includes CRM, projects, proposals, invoicing, scheduling, forms, support, and a client portal, you can retire a whole stack of single-purpose apps.
A typical agency stack might be HubSpot for CRM, Trello for projects, Slack for chat, PandaDoc for proposals, Calendly for scheduling, and Zendesk for support. Add those up, and you are past $200 a month, before you count the time lost switching between them.
Taskip brings them all into one workflow automation-friendly platform, starting at $12.
What Users Say And Why They Trust Taskip
You do not have to take our word for it. Taskip is trusted by more than 1,100 agencies and freelancers who use it to run their client work every day.
It has a 4.8 out of 5 rating at G2 and is featured on Product Hunt. Moreover, it has a 5 out of 5 rating on Capterra.
Testimonials from G2
Trusted by 1000+ Agencies Worldwide
Trusted by 1,000+ agencies worldwide to simplify workflows and manage everything in one place.
Taskip has completely transformed the way our team manages projects. The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly. The time tracking is accurate and easy to use, which makes it simple to stay on top of what’s being done.
As a freelance web developer, my day used to be a constant juggle between deep coding sessions and urgent client updates. Taskip has been a game-changer, streamlining my entire workflow. Now, monitoring project progress is effortless, allowing me to focus on what I do best without missing a beat. It truly feels like I’ve gained an extra set of hands to manage the administrative side of my business!
Beyond the reviews, here are the trust signals that matter when you are picking a platform to run your business on:
- Featured on Product Hunt as a smart client portal for digital agencies.
- Trusted by 1,100 plus agencies and freelancers who save 10 plus hours a week.
- Built and supported since 2018, backed by a team of 25 plus people and a portfolio of 15 plus products, so it is not going anywhere.
- GDPR compliant with EU data hosting, so your client data is handled to a high standard.
- 30-day money-back guarantee, so trying it carries no real risk.
How To Switch From Plutio To Taskip
Switching is the part people dread, so Taskip removes the friction. You get free, hands-on migration help to move your data and workflows, no credit card to get started, and a 30-day money-back guarantee if it is not the right fit. You can be up and running in days, not weeks.
Final Verdict: Taskip Or Plutio?
For agencies and service businesses, Taskip is the stronger choice. It matches Plutio on projects, proposals, invoicing, the client portal, and time tracking, then pulls ahead with a visual sales pipeline and lead CRM, a service catalog, a dedicated ticketing system, a WhatsApp inbox, and a free plan with no per-client limits. It also costs less at every tier and includes white-label from $59.
Pick Plutio only if you are a solo freelancer who wants to fine-tune every detail of your interface or needs 25-plus languages live today. For everyone running client work as a business, Taskip covers more of the job for less.
Try Taskip Free or book a demo to see it on your own workflow.
Frequently Asked Questions
Is Taskip A Good Plutio Alternative?
Yes, especially for agencies. Taskip matches Plutio’s core features and adds a visual sales pipeline with lead management, a service catalog, and a dedicated ticketing system, with a free plan on top. You can see more options on the Plutio alternatives page.
Does Taskip Have A Free Plan?
Yes. Taskip has a free forever Starter plan. Plutio has no free plan, only a 7-day trial, after which it starts at $19 a month.
Can I Migrate From Plutio To Taskip?
Yes. Taskip’s team handles the migration of your data and workflows for free, and there is a 30-day money-back guarantee if you change your mind.
How Much Do Taskip And Plutio Cost?
Taskip is free to start, then $12, $29, $59, and $89 a month, with around 35 percent off annual plans. Plutio is $19 (Core), $49 (Pro), and $199 (Max) a month.
What Can Taskip Do That Plutio Cannot?
Taskip includes a visual sales pipeline with lead management, a service catalog with client self-checkout, a dedicated support ticketing module, and a WhatsApp inbox, all on top of a free plan with no per-client limits. Plutio handles support through its inbox and has no sales pipeline or standalone service catalog.
Does Plutio Limit The Number Of Clients?
Yes. Plutio’s $19 Core plan caps active clients at around nine a month, and unlimited clients require the $49 Pro plan. Taskip does not cap client accounts on its paid plans.
Which Is Better For Agencies, Taskip Or Plutio?
Taskip. It is purpose-built for agency workflows, with flat user pricing and white label from $59. Plutio fits solo freelancers who want deep customization.
Research & Sources
Every comparison and price point on this page is backed by direct research conducted in June 2026. We verify data across official product pages, user reviews, and third-party analysis to ensure accuracy.
Pricing Verification Sources
- Plutio: plutio.com/pricing, plus G2, GetApp, and Capterra reviews
- Taskip: taskip.net/price-plan
Verification Methodology
- We consult official product documentation.
- We verify with multiple third-party sources (G2, GetApp, Capterra).
- We cross-reference with video demonstrations and user reviews.
- We update pricing monthly based on current published rates.
If you find any inaccuracies, please contact us so we can investigate and update them immediately.
Get Summary On: