Wish you could pause the chaos and actually enjoy managing your work? Same here. Between juggling tasks, replying to clients, sending invoices, and trying to stay organized, it can feel like you’re constantly one step behind.

That’s where project management tools like Taskip and Plutio come in. Both promise to help you take control of your workflow, keep everything in one place, and make your day feel a little less overwhelming. But they go about it in totally different ways.

So, how do you figure out which one fits you best? That’s what we’re here to explore. We’ll look at what each tool offers, how much they cost, and who they’re best for. By the end, you’ll know exactly which one fits your style.

Taskip vs Plutio: At-a-Glance Comparison

When it comes to finding the right project management tool, seeing how they stack up side by side can make your decision a whole lot easier. Below, we’ve broken down the key features, pricing, and ideal use cases of Taskip and Plutio into a simple, easy-to-scan table—so you can quickly spot which one fits your workflow best.

Feature	Taskip	Plutio
Target Users	Agencies, Small to Medium Businesses	Freelancers, Small Businesses, Agencies
Project Management	Folder-based system, Kanban view	Multiple views (Kanban, timeline, list, etc.), templates
Task Management	Customizable tasks with priorities	Customizable tasks with priorities
Invoicing & Payments	Invoices, quotes, recurring payments, PayPal & Stripe	Invoices, recurring billing, multi-currency, PayPal & Stripe
Client Portal	Yes	Yes (customizable)
Proposals & Contracts	No	Yes (with e-signatures and templates)
Time Tracking	No	Yes (project budgets, billable time, reports)
Unified Inbox	Centralized messaging with tagging & follow-ups	Direct messages, channels, discussions, task conversion
Meeting Scheduler / Scheduling	Custom time slots, automatic confirmations	Client bookings, buffers, confirmations, payments
Forms / Surveys	Custom forms with conditional fields	Responsive forms with rich media and payments
File / Document Management	Document sharing & storage	Full-featured file management system
Sales Pipeline	Yes	No
Support Ticket Management	Yes	No
Integrations	PayPal, Stripe, Google Calendar, Google Meet, WhatsApp	Google Drive, Slack, Zapier
Pricing Plans	Free, $19/mo, $39/mo, $59/mo	Plutio pricing: Solo $19/month, Studio $39/month, Agency $99/month.

Taskip vs Plutio: Features Comparison

Let’s get into the heart of it—what can these tools actually do? Taskip and Plutio both promise to simplify your workflow, but they take different routes to get there. Taskip focuses on clean, easy-to-use tools that help agencies and teams stay organized without the overwhelm. Plutio, on the other hand, is a feature-packed powerhouse built for those who want to manage everything—from tasks and time tracking to proposals and payments—all in one place.

So which one’s the better fit for your work style? We’ve lined up their core features side by side to help you see exactly what each brings to the table. Let’s dive in.

Taskip Features Breakdown: The All-in-One Tool Your Agency Needs

Managing an agency or service-based business is no small feat. Between juggling client communications, organizing projects, sending invoices, and scheduling meetings, things can get messy fast. That’s where Taskip steps in, offering a clean, intuitive, and integrated platform to streamline it all.

If you’re tired of piecing together multiple apps to get the job done, Taskip might just be the game changer you need. Here’s a deep look at Taskip’s features, how they work, and why they matter for agencies and service-based teams.

1. Project Management: A Clearer Way to Organize Work

Gone are the days of cluttered to-do lists and endless tabs for projects. Taskip offers a folder-based project management system that makes handling multiple clients and teams simple.

With Taskip, you can:

• Assign tasks and responsibilities to specific team members.
• Set deadlines and priorities to keep everyone aligned.
• Visualize progress with a user-friendly Kanban board.

This structure excels in situations where clarity is key, like juggling multiple client deliverables or coordinating across departments. It’s not intimidating to learn, so your team can jump in quickly and hit the ground running.

Example in action: Say you’re managing design projects for five different clients. With Taskip’s folder-based system, you can group tasks, deadlines, and documents for each client neatly, eliminating confusion and improving focus.

2. Task Management: Stay Prioritized and Productive

Every task in Taskip is highly customizable to fit the unique needs of your work. You can create workflows that reflect your team’s processes without over-engineering.

Here’s what you can do with tasks in Taskip:

• Use custom statuses like “Needs Review” or “Waiting on Feedback.”
• Add deadlines and automatic reminders to keep projects moving.
• Mark tasks by priority levels to focus on what matters most.

For teams working remotely or in hybrid setups, this visibility is a lifesaver. Everyone knows what’s happening and where the roadblocks might be.

Practical perk: Got a tight deadline for a campaign launch? Assign high-importance tasks to your team with clear deadlines and use reminders to avoid last-minute chaos.

3. Invoicing & Quotations: Get Paid Without Hassle

Why spend hours switching between your project tool and an invoicing app? Taskip simplifies billing by integrating it directly into your workflows.

With Taskip, you can:

• Generate and send professional invoices and quotes in a few clicks.
• Set up recurring billing for ongoing retainers or contracts.
• Accept payments through PayPal and Stripe.
• Track payment status to ensure nothing slips through the cracks.

This seamless integration between project work and invoicing can save hours of admin time and shorten the gap between delivering projects and receiving payment.

Real-world benefit: Just finished a client’s website redesign? Create and send their invoice directly from Taskip while attaching project deliverables, all without switching platforms.

4. Unified Inbox: Streamline Client Communication

Managing emails, chats, and messages across five different platforms is a nightmare waiting to happen. Taskip’s Unified Inbox solves this by bringing all your conversations into one interface.

Here’s what you’ll love about it:

• Tag and organize client conversations effortlessly.
• Search full message histories per client or project.
• Never lose track of important updates or urgent follow-ups.

Whether your clients prefer email or WhatsApp, Taskip keeps things organized so you don’t waste time digging for that “Did they approve the design?” email.

Practical payoff: When a client asks about an overdue task, you can quickly reference the Unified Inbox and provide accurate updates without missing a beat.

5. Meeting Scheduler: Skip the Back-and-Forth

Need to schedule a client check-in or a quick brainstorming session? Taskip’s Meeting Scheduler makes it easy to manage bookings without the email tennis match.

Features include:

• Custom time slots based on your schedule.
• Automatic email confirmations for attendees.
• Avoiding double bookings with integrated availability checks.

It’s a lifesaver for agencies that regularly organize client calls, team check-ins, or presentations.

Example in action: After a discovery session with a new client, send them your scheduler link to book follow-up meetings without any unnecessary back-and-forth.

6. Document Management: Keep Everything in One Place

Lost files slow down progress. Taskip’s document management system ensures that all your important files are stored, organized, and easy to share.

You can:

• Upload and organize files by client or project.
• Share documents with your team or clients anytime.
• Maintain version control to avoid duplicates or confusion.

Whether it’s contracts, creative proposals, or monthly reports, Taskip makes sure that your documents are always where you need them.

Real-world scenario: A client requests the signed contract from six months ago. No sweating. Open the project’s document folder and send it over in moments.

7. Form Builder: Collect Client Info Effortlessly

Need to onboard a new client or gather feedback? Taskip’s custom form builder is designed to simplify those cumbersome processes.

Here’s what it offers:

• Create branded, mobile-friendly forms.
• Use conditional logic to customize questions.
• Automatically integrate responses into your Taskip workspace.

Say goodbye to duct-taping third-party form tools into your workflow.

Real-world use case: You’re onboarding a client for social media management. Use Taskip’s form builder to have them submit login credentials, brand guidelines, and campaign goals on day one.

8. Sales Pipeline: Turn Leads into Clients

Taskip includes a straightforward sales pipeline system to track your business’s prospecting and lead conversion efforts.

You’ll be able to:

• Track deals through custom stages like “Proposal Sent” or “Negotiating.”
• Assign leads to specific team members.
• Monitor conversion rates and deal progress.

While it’s not a fully-loaded CRM, it’s perfect for teams that need a simple solution to manage client acquisition alongside project execution.

Why it matters: Add a new lead, send them a quote, convert the deal, and start their project seamlessly—in one platform.

9. Support Ticket Management for Ongoing Success

If your business offers ongoing support or handles post-project requests, Taskip’s support ticket system is invaluable.

Features include:

• Accepting and organizing client requests.
• Assigning tickets to team members for resolution.
• Tracking responses and updates in one dashboard.

This ensures fast, efficient client support and keeps your team accountable for follow-through.

Practical perk: A client reports a website bug? Assign the ticket to your developer, track their progress, and keep the client in the loop.

Powerful Integrations to Streamline Your Workflow

Taskip doesn’t overwhelm you with endless integrations; instead, it focuses on essentials:

• PayPal & Stripe for payments.
• Google Calendar for scheduling.
• Google Meet for seamless video calls.
• WhatsApp for client messaging.

This focus on core tools eliminates unnecessary complexity while keeping everything connected.

Why Taskip Stands Out

Taskip excels by offering exactly what service-based teams and agencies need to thrive. It cuts through the noise, giving you a single platform to manage projects, payments, communication, and so much more.

By integrating practical tools into one cohesive system, Taskip reduces complexity, saves time, and keeps your business running smoothly. No more juggling five apps to handle your day-to-day operations. If you’re looking for a tool that’s simple yet powerful, Taskip just might be the all-in-one solution you’ve been waiting for.

Plutio: Features Overview

Plutio positions itself as the ultimate all-in-one business management solution, especially for freelancers, small businesses, and agencies that want to manage everything in one place. Whether you’re handling projects, clients, time tracking, or billing, Plutio aims to eliminate the need for multiple tools by offering a robust, flexible platform under one login.

Let’s take a closer look at what makes Plutio stand out.

1. Project Management: Flexible Layouts for Complex Workflows

Plutio’s project management features are built for versatility. You’re not locked into one view or method—instead, you can choose between Kanban, list, table, timeline, or calendar views depending on how you like to work. This makes it ideal for creative teams, consultants, or service providers who need different ways to manage tasks and milestones.

Key capabilities include:

• Reusable templates for repeatable projects
  
• Custom fields for tailored data
  
• Public views for sharing with clients
  
• Multi-board support to manage different workflows
  
• Built-in timesheets for tracking hours
  

Whether you’re building a website or launching a marketing campaign, Plutio gives you the flexibility to structure it your way.

2. Task Management: Fully Customizable and Team-Friendly

Each task in Plutio can be tailored with custom statuses, priorities, due dates, and attachments. You can:

• Assign tasks to team members or yourself
  
• Create dependencies and subtasks
  
• Add time logs or track billable hours
  

This makes it easy for teams to collaborate on shared work while allowing individual contributors to stay focused and accountable.

3. Invoicing and Payments: Professional, Automated, Global-Ready

Plutio comes with a built-in invoicing system that’s highly professional and surprisingly robust. You can:

• Create custom-branded invoices and recurring billing schedules
  
• Accept payments via PayPal, Stripe, and other gateways
  
• Track payment statuses and set automated reminders
  
• Work with multiple currencies and tax formats
  
• Import and export financial data as needed
  

It’s especially handy for freelancers or agencies working with international clients or managing retainer-based work.

4. Proposals and Contracts: Close Deals Faster

Plutio helps you win and lock in clients with its integrated proposal and contract tools. You can build stunning, branded proposals with:

• Interactive pricing packages
  
• Embedded media and visuals
  
• Legally binding e-signatures
  
• Automated approval workflows
  

You can also create contract templates that streamline onboarding, making the entire sales-to-service flow feel polished and professional.

5. Time Tracking: Built-In and Billable

Plutio includes detailed time tracking tools so you can log hours for each task or project. This feature ties directly into invoicing and project management, making it easy to:

• Track time manually or with a timer
  
• Set project budgets and monitor billable hours
  
• View individual and team timesheets
  
• Analyze costs and profitability through reports
  

It’s a great solution for businesses that bill by the hour or want transparency in time spent on deliverables.

6. Client Portal: Branded, Secure, and Collaborative

Every client you work with gets access to a dedicated portal—a secure space where they can:

• View project updates and milestones
  
• Access invoices, proposals, and files
  
• Communicate with your team in real-time
  

You can customize the portal with your branding and even tailor the visibility of specific content. It’s a professional touch that boosts client trust and collaboration.

7. Forms and Surveys: Built-In Data Collection

Need client input or feedback? Plutio includes a built-in form builder that lets you create fully responsive forms with:

• Custom input fields
  
• Signature capture
  
• Embedded payments
  
• Logic-based field behavior
  
• Shareable public links
  

Use forms for onboarding, questionnaires, approvals, or anything else that requires structured input.

8. Scheduling: Smart and Customizable

Plutio’s scheduler lets clients or teammates book time with you directly—on your terms. You can:

• Set available time slots, buffers, and notice periods
  
• Accept payments for appointments (if needed)
  
• Automate confirmations and reminders
  
• Sync with your existing calendar
  

It’s ideal for consultants, coaches, and agencies who regularly need to set meetings or calls without the back-and-forth emails.

9. Unified Inbox: Centralized Communication

Plutio’s unified inbox pulls all messages, comments, and updates into one place. Whether it’s a direct message, project discussion, or email reply, you can:

• Respond in real-time
  
• Convert messages into tasks
  
• Set permissions for visibility
  
• Organize conversations by client or topic
  

It’s built to cut through the noise and keep communication focused and productive.

10. File Management: Organized and Accessible

Forget juggling Dropbox, Drive, and email attachments. Plutio includes a full file management system where you can:

• Upload and organize files by project, person, or workspace
  
• Attach files directly from email
  
• Share files with clients via public or private links
  
• Create folders for team or individual use
  

This helps teams and clients always know where to find the latest versions of any important file.

11. Integrations: Connect What You Already Use

Plutio supports a growing number of integrations that connect your favorite tools into your workflow:

• Google Drive for document management
  
• Slack for team communication
  
• Zapier for thousands of automation options
  

These integrations expand what Plutio can do, without overwhelming you with unnecessary complexity.

Final Thoughts on Plutio’s Feature Set

Plutio is a true all-in-one business operating system. It’s especially powerful for freelancers and small teams who want everything—project management, proposals, time tracking, invoicing, client portals, and communication—within a single platform.

If you love having full control over your workflow, want deep customization options, and don’t want to rely on a stack of disconnected apps, Plutio delivers a sleek, centralized solution that grows with your business.

Taskip vs. Plutio: Pricing Plans

Let’s be honest, no matter how cool the features are, if the pricing doesn’t work for your budget, it’s a dealbreaker. But pricing isn’t just about numbers, it’s about value. What are you actually getting for what you pay? Taskip and Plutio both offer solid feature sets, but they take different paths. Taskip leans into simplicity and structure. Plutio goes all in on customization and flexibility. Below, we’ve laid out a side-by-side pricing comparison so you can easily spot which plan gives you the most value for your workflow and your wallet.

Pricing Plan	Taskip	Plutio
Free Plan	Free (Starter)	No Free Plan
Basic Plan	$19/month (Professional)	$19/month (Solo)
Premium Plan	$39/month (Team)	$39/month (Studio)
Business Plan	$59/month (Agency)	$99/month (Agency)
Users	1-25 Users (depending on the plan)	1-30+ Users (add-ons available)
CRM Contacts	1000-5000 (depending on the plan)	Unlimited Contacts
Projects & Tasks	Unlimited Projects, Tasks, Forms, and Docs	Unlimited Projects & Tasks
Automation & Workflows	Available (Team and above)	Available (via Zapier & integrations)
Team Members	1-25 Members	1-30 Members (more at $5/user)
Storage	5GB to 30GB	Depends on usage
White Labeling	Available (Agency Plan)	Available (Agency Plan)
Accounting & Payroll	Not Available	Not Available
Client Portal	Available (All Plans)	Available (All Plans)

Now that you’ve seen the numbers, it’s decision time. If you’re running a lean, fast-moving agency and want a straightforward system that just works, Taskip keeps things simple and cost-effective. On the flip side, if you’re a freelancer or small team looking for a super customizable, all-in-one powerhouse, Plutio might be more your speed, even if it comes at a slightly higher price. The best choice comes down to what you actually need day to day. Do you want sleek and streamlined, or flexible and feature-rich? Either way, both platforms pack plenty of value. It’s just a matter of which one fits your business best.

Final Verdict: Taskip or Plutio — Who’s Taking the Crown?

And there you have it. Two powerful platforms, each with its own personality.

Taskip is like that super-organized friend who shows up on time, color-codes everything, and makes managing projects feel like a breeze. It’s clean, focused, and made for teams and agencies that want to get in, get work done, and get paid—without drowning in features they’ll never use.

Plutio, on the other hand, is the creative all-rounder. It’s got the full toolkit—contracts, proposals, time tracking, client portals—you name it. If you’re a freelancer or a small team that wants deep customization and a workspace that can grow with your ambitions, Plutio could be your secret weapon.

So who wins? Honestly, it’s not about one being better than the other. It’s about what fits your workflow, your style, and the way your brain likes to operate.

Want depth and flexibility? Plutio’s your pick.
Want sleek and simple? Go with Taskip.

Whichever you choose, you’re upgrading your workflow and your sanity.

Frequently Asked Questions (FAQs)