Client Portal CRM · pricing · Updated November 2026
Plutio pricing (2026)
Plutio starts at $19/mo (Core) as checked on 2026-11-01, read from Plutio's own pricing page; 3 plans. Best for agencies. Every figure below links to its source and the date we captured it.
At a glance
- Entry price: $19/mo (Core) · 21% off with annual billing
- Free tier: No · 7-day trial
- Compliance: HIPAA — · SOC 2 — · GDPR Yes
- Best for: agencies; freelancers scaling to teams; white-label resellers; project-heavy service businesses
As of · every figure below links to its source
Plutio plans & pricing
| Plan | Monthly | Annual | Billing | Notes | Source |
|---|---|---|---|---|---|
| Core | $19 | −21% | Flat monthly | Up to 9 active clients/month, 500 AI credits, 500 workflow actions, 100GB storage. Unlimited projects, invoices, contracts, schedulers, forms. No team contributors. Annual: ~$15/mo. White-label add-on. | plutio.com |
| Pro | $49 | −20% | Flat monthly | Unlimited active clients, 30 contributors, 2,500 AI credits, 5,500 workflow actions, 500GB storage. All integrations included. Annual: ~$39/mo. White-label and SSO add-ons. | plutio.com |
| Max | $199 | −20% | Flat monthly | Unlimited everything including contributors and clients, 10,000 AI credits, 50,000 workflow actions, 2TB storage. White-label and SSO included. Annual: $1,990/year ($165.83/mo). | plutio.com |
Last verified 2026-11-01. Prices confirmed from plutio.com/pricing 2026-06-18 (Core $19/~$15, Pro $49/~$39, Max $199/~$159). GDPR commitment in footer; no SOC 2/HIPAA pages found.
Price changes
Price on record
$19/moFirst on record 2026-06-27
A new dated entry is stamped here each time the price moves — the record builds itself.
Tracked since June 2026. No change record has cleared two sources yet, so nothing is published on the wire.
Corrections to this record
Changes we made to our own record of Plutio, newest first: a figure read again on the vendor's page, a plan it no longer lists, a note. None of them is a price change by Plutio. Every correction on the site is in the corrections log.
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Core. Re-read 2026-11-01: the price stands at $19. The note said 800 AI credits and 900 workflow actions; the page now reads "500 AI credits included (Plutio Pal)" and "500 workflow actions included".
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Max. Re-read 2026-11-01: the price stands at $199. The note said annual billing is about $159 a month; the page now reads "Max: $1,990/year ($165.83/month)".
Capabilities
Integrations: Stripe, PayPal, Zapier, Make, QuickBooks, Xero, Slack, Google Calendar, Zoom, HubSpot, DocuSign.
Key features: All integrations on every plan (50+ native, 5000+ via Zapier); AI credits built into every tier; White-label and SSO available as add-ons; Flat per-workspace pricing (not per seat).
Plan limits: Core: 9 active clients/month, no team contributors, 100GB storage; Pro: 30 contributors, 500GB storage; Max: unlimited contributors, 2TB storage.
Frequently asked questions
How much does Plutio cost?
Plutio starts at $19/mo (Core); it has 3 published plans. Verified 2026-11-01.
Is Plutio cheaper billed annually?
Yes. Plutio publishes a 21% discount for paying annually (on the Core plan). Verified 2026-11-01.
What are cheaper alternatives to Plutio?
Cheaper client portal CRM than Plutio (entry $19/mo) include Moxie at $12/mo. Verified 2026-11-01.
Does Plutio support HIPAA?
Plutio's public pages do not say whether it supports HIPAA. Its public pages also state GDPR compliance.
Does Plutio have a free plan?
No — Plutio publishes no free tier; it offers a 7-day free trial.
Plutio vs alternatives
Compare all client portal CRM · GDPR claims in client portal CRM · Open data · MCP
Cheaper client portal CRM alternatives
- Moxie from $12/mo
More client portal CRM tools
Related categories
This standing as a plaque
Plutio currently holds a platinum deskmark here — Rank 1 of 9 · Client Portal CRM. Anyone may show it. There is nothing to apply for, nothing to pay, and displaying it changes no score: the standing comes from the published algorithm, which never reads commission data. We never ask anyone to show it, and its link carries rel="nofollow".
The image is drawn from our live data, so it follows the standing rather than freezing it: if Plutio moves up or down a tier, the plaque on your own site says so at our next publish. Nothing is tracked beyond the ordinary web-server log that records any image request.