Best Client Portal CRM · pricing · Updated June 2026
Plutio pricing (2026)
Plutio starts at $19/mo (Core), across 3 plans. Best for agencies. Every figure links to Plutio's own page 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
Plutio plans & pricing
| Plan | Monthly | Annual | Billing | Notes | Source |
|---|---|---|---|---|---|
| Core | $19 | −21% | flat | Up to 9 active clients/month, 800 AI credits, 900 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 | 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 | Unlimited everything including contributors and clients, 10,000 AI credits, 50,000 workflow actions, 2TB storage. White-label and SSO included. Annual: ~$159/mo. | plutio.com |
Last verified 2026-06-18. 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.
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 2026-06-18.
Is Plutio cheaper billed annually?
Yes. Plutio publishes a 21% discount for paying annually (on the Core plan). Verified 2026-06-18.
What are cheaper alternatives to Plutio?
Cheaper client portal crm than Plutio (entry $19/mo) include Moxie at $12/mo, Bonsai at $15/mo. Verified 2026-06-18.
Does Plutio support HIPAA?
Plutio HIPAA support: —. SOC 2: —. GDPR: Yes.
Does Plutio have a free plan?
Plutio free tier: No; 7-day free trial.