For small shops

Phased projects, retainers,
and the bench that helps ship them.

Plero keeps small shops organized around how the work actually moves: discovery, concept, system, application, retainer, handoff, collaborator.

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What this is

Small shops need more than a task board.

A small shop is usually running phased project work and recurring service work at the same time. The estimate prices the phase. The service keeps the relationship alive. The collaborator bench fills the gaps.

Plero ties those pieces together so clients, scopes, retainers, contractors, invoices, and reports stay in one operating rhythm.

The shop runs with polish without adding another admin layer.

Phased work

Discovery, system, rollout, all tracked together.

Each project keeps the phase, budget, dates, client, deliverables, and collaborators in view so the next invoice and handoff do not live in someone's memory.

Move the identity system to application. Plero surfaces the next invoice, assigned illustrator, and client approval step.

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Retainers

Recurring work without recurring busywork.

Monthly design care, content support, systems maintenance, and creative-on-call can invoice on cadence while the work stays connected to the client.

Bill the four active retainers and include hours used against each scope before the first of the month closes.

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Chloe in the work

Ask Chloe inside the same Plero shell.

The chat is not separate from the system. It reads the same client work, money, scope, and team context shown on the page.

Chloe
Basin is moving from identity to application. What needs to line up this week?
search_clients0.3s
Basin Hotel Group has a $12,500 open balance, an active identity system, and a $52,000 four-phase estimate still submitted. Marcus Webb also has the Web Build Deposit sitting in bills.
ClientBasin Hotel Group
ProjectBasin Identity System
EstimateFour-Phase Brand System - $52,000
Open balance$12,500
BillMarcus Webb deposit - $3,600 submitted
Prepare phase kickoffBasin balance, phase estimate, and web build depositKeeps the client, project, estimate, and collaborator payable in one handoff.
I would resolve the submitted estimate and web deposit before starting application work, then invoice from the same Basin project.
Ask Chloe...
Estimates

Build scopes from past work, not vibes.

Phase templates, collaborator costs, and historical pricing help the shop quote cleaner work without rebuilding every estimate from scratch.

Draft a four-phase brand system estimate and flag stale rate lines before it goes to the client.

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Collaborators

Keep the trusted bench close to the work.

Illustrators, writers, developers, motion designers, and producers stay attached to the projects they support with rates and onboarding handled once.

Bring in the Webflow developer for application week. The rate and onboarding carry from the last engagement.

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The win graduates

The signature turns the scope into the engagement.

Pipeline, Estimates, and Contracts run the deal inside New Business, in the order a deal actually moves. When the contract signs, the engagement graduates into Projects with its story intact — the phased estimate, the discovery notes, the client history. Nothing re-enters. Nothing starts blank.

Basin signs the four-phase contract and the identity system arrives in Projects with every phase priced and the discovery thinking still attached.

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The tier

Most small shops live on Scale.

Launch covers the baseline. Scale opens pipeline, estimate review, and Services for retainers. Ultra opens Talent OS when the collaborator bench becomes a real operational surface.

Billing cycle

Save up to $240/yr

Full pricingCompare features

The won work

Launch

For freelancers and small creative companies running the work they have won — clients, projects, contracts, invoices, and the portal clients return to.

$29/mo

Billed annually

Included at this tier

Client Portal

ClientsProjectsInvoicesContractsClient PortalChloe

Best for: Small creative companies delivering won work and getting paid.

Client and contact management with branded portal
Project tracking with budgets and status
Professional invoicing with PDF downloads and manual payment tracking
Contract templates and e-signatures
Expense and service tracking
Recommended

New business

Scale

For creative companies pitching new work: leads tracked in the pipeline, estimates priced from real numbers, approvals through the client portal.

$59/mo

Billed annually

Included at this tier

Pipeline + Estimates

Everything in LaunchPipelineEstimatesEmail brandingMore Chloe usage

Best for: Active creative companies pitching and scoping new business.

Pipeline and opportunity tracking
Estimates with bid templates and Chloe review
Estimate sharing, revisions, and approvals through the client portal
Estimate-to-project workflows
Estimate-to-invoice conversion

Talent OS

Ultra

For creative companies that bring freelancers, collaborators, or part-time talent into the work every month.

$129/mo

Billed annually

Included at this tier

Talent OS

Everything in ScaleTalent OSUnlimited contractorsFull Chloe usage

Best for: Creative companies with a recurring roster of freelancers, collaborators, or part-time talent.

Unlimited contractors, no per-seat fees
Contractor onboarding and profile management
Assignments and project allocation
Branded talent portal that matches your company
Contractor invoices and bill management
Time tracking and document management
For your work

Different company shape, same operating core.

For your work

Photographers

Plero keeps the whole photography company in one place: clients, usage terms, day rates, retouching, invoices, and the people who help deliver the work.

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For your work

Freelancers

Plero keeps the two sides of a freelance career straight: who pays, who the work is for, what brand it belongs to, and what is still outstanding.

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For your work

Agencies

Plero gives independent agencies one place for work in motion: pipeline, estimates, projects, producers, contractors, invoices, and margin.

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For your work

Production companies

Plero keeps production companies organized around the actual job: estimate, client, crew, vendors, deposits, invoices, approvals, and wrap.

See how Plero fits
For your work

Content shops

Plero gives content shops one place to run the cadence: scopes, recurring services, approvals, contractors, invoices, and client reporting.

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For your work

Digital creators

Plero gives creator-led studios one place for the business around the audience: sponsors, content packages, launches, collaborators, invoices, contracts, and reporting.

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For your work

Motion teams

Plero keeps motion and post-production teams organized around the delivery path: estimate, phase, revision, specialist, approval, invoice, and profit.

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For your work

Experiential companies

Plero keeps experiential companies organized around the live moment and everything around it: estimate, venue, vendor, crew, deposit, invoice, and wrap report.

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Questions

What small shops ask before they move into Plero.

Specific answers for this kind of work, so the page is useful before anyone starts a trial.

Can we migrate from spreadsheets, HoneyBook, Dubsado, or QuickBooks exports?

Yes. Plero includes import and migration tools for CSV/XLSX files and common exports, with mapping and validation before data is committed. For small shops, that makes it practical to bring over clients, projects, invoices, contractors, and service history without starting from a blank account.

How does Chloe help a small creative shop day to day?

Chloe can work across the same clients, projects, estimates, invoices, retainers, and collaborators your shop runs on. She can summarize project status, review estimate details, find unpaid invoices, and answer practical questions without making you assemble a spreadsheet first.

Can we use Plero inside Claude or ChatGPT?

Yes. Connect Plero to compatible AI clients such as Claude, ChatGPT, Cursor, and Codex, so your team can bring Plero context into those conversations instead of copying client, project, or invoice details back and forth.

Why is Plero a better fit than another task board?

Plero is the company layer around the work: scopes, estimates, retainers, contracts, invoices, collaborators, reports, and the context Chloe can answer from. You can keep a task board if you love it, but Plero holds the business system around it.

The soft landing

Two minutes to a running studio.

Name your studio, set your invoice and signing identity, activate Chloe, make your first move — a two-minute setup wizard, then four hands-on Meet Chloe missions that put her to work on your real data.

You don’t configure Plero. You step into it.

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Free trial

Bring over the phases, retainers, and the people who help deliver.

Start a trial with active projects, service agreements, collaborator rosters, and real client history so Plero can show where the shop is too spread out.

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