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Feature Requests


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⚡️ by Upvoty

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260

Automation

In progress

Easily automate anything in Plutio using "If that then that rules"

19
184

CRM

Planned

https://www.flowlu.com/features/crm/

7
174

Subscriptions

In progress

A robust and feature-rich subscription system with the ability to create embeddable plans to proposals and websites.

24
166

Impersonate your clients (users)

Under review

for example if i create an account for someone instead of signing out and login with that user I can just click impersonate I'm...

6
162

Archiving

In progress

Ability to archive (hide) completed projects, proposals, tasks, and other old items in one place.

18
160

Email to task

Released / Beta

"A Ticketing or help desk system" . Convert an email from i.e. gmail to a task in Plutio. A Chrome or gmail ext. Not through...

12
142

Allow us to control what tabs in the project client can see.

Released / Beta

Instead of asking clients to send files via emails and they often don't include any text in the email body or subject or use a...

0
133

Attach forms to projects

Planned

Ability to use forms for client feedback in a project

3
132

Non-Billable Projects

Released / Beta

Some projects have fixed prices, so they don't need to be charged by the hour using timesheets. It would be great to be able...

7
125

Email Customization

Under review

I'm not a huge fan of the default email for invoicing, etc. and the limited ability to customize it. Greater control of email...

4