Compare Plutio vs Bonsai

Summary

Plutio is a business management software that allows one to run a business and get all the work done. This business management platform is designed to assist users to manage projects and track time, prepare proposals and invoices. With the help of this software, one can easily manage his or her projects simultaneously. Plutio helps users to stay organized so that they can concentrate on their tasks better. One can track his or her time from anywhere and also keep a tab on the time entries of others through a powerful time-sheet. Users get paid swiftly through PayPal and Stripe upon sending invoices to customers. One can create attractive business proposals through the software using the inbuilt drag and drop editor of Plutio. The integrated email and real-time messaging features of the software enable an individual to communicate with everyone in the business. One can add or invite people and collaborate in real-time with the powerful CRM of Plutio. Users can integrate Plutio with third-party apps or develop their own integrations using its Public API. ..show more

Bonsai is an all-in-one product suite that enables users to quit all kinds of paperwork and completely focus on their tasks. In fact, this product suite has everything that one needs for running their freelancing business effortlessly. The automated and integrated design of the software enables users to carry on with their day-to-day business operations by managing tasks efficiently like a pro. The software runs on a user-friendly interface that enables users to organize their tasks and projects. One can manage all the proposals, contracts, invoices, tasks, projects, expenses, taxes, and accounting operations neatly in one place. Users can craft structured proposals, determine clear estimates and close deals faster. Apart from this, users can even manage their clients and the ongoing projects all at the same place. Besides, they can organize documents, files, look into payments and get e-signatures on contracts without any hassle. Bonsai enables freelancers and agencies to protect their business by answering a few simple questions for generating attractive contract templates. After one hits on ‘Send’, his/her contract will be e-signed automatically within minutes. Users can track time for each of their projects and tasks, thus being able to manage their projects in a more structured manner. ..show more

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

CRM Handles your contact database, follows up with potential customers and keeps them engaged

Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Financial Management Handles functions like management of cash and utilisation of funds

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing Acquiring goods or services required for the business at minimal cost

Scheduling Manages and helps to prepare schedules in an appropriate and timely manner

Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions

Vendor Management Helps to manage necessary data concerning vendors and allows easy access

• Google Calendar
• Integromat
• Stripe Payments
• PayPal
• Pabbly Connect
• Integrately
• Zapier
• Square Payments

• Quickbooks
• Zapier
• Calendly

Top alternatives to Plutio

Dubsado

ClickUp

Bitrix24

HoneyBook

Scoro

Top alternatives to Bonsai

Freshbooks

Dubsado

Quickbooks

HoneyBook

Bitrix24