Plutio

I purchased Plutio originally in 2017 when it first hit AppSumo. I recently purchased two more codes to get white label for life and actually watched the video here on the improvements they made (that I missed, lol) and implemented them.

As of this month, I was finally able to replace Pancake.io (for invoicing & Project mgmt), Nusii (for proposals), Client-Portal.io (for Client interface on projects) and Evernote (for lead management). And while a would like more robust Subscription options (which would have taken off a taco), I had to add one back for the sheer hard work and dedication on the part of the founder and support staff-- and I trust that functionality will come in the future.

So the biggest plusses are the dedication of the founder, Leo Bassam, as well as the VERY active and sharing community on Facebook. Everyone is encouraged to share what they are doing and how they are doing it and many experienced users jump in and help.

Plutio has a public timeline of suggestions and Leo actively solicits for improvements and really listens.

It can be tricky at first--I personally implemented it over time. Take the time to watch the onboarding videos and jump into the community. Most recently, I dedicated several days to setting up my Client Portal solution to replace my current solution, now with project templates that autogenerate from a signed Proposal, saves me a LOT of time.

I've done a lot of LTD's from AppSumo and many weren't worth the $$$. In my opinion this is well worth the investment--because that is what a purchase of Plutio is--an investment.