Plero 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.

Join the waitlistSee pricing
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.

Join the waitlist
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.

Join the waitlist
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.

Join the waitlist
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.

Join the waitlist
For your work

Different company shape, same operating core.

Questions

What small shops ask before they move into Plero.

Specific answers for this kind of work, so the page is useful before anyone joins the waitlist.

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 connect Plero to Claude or ChatGPT through MCP?

Yes. Plero exposes MCP access for compatible AI clients, so teams that already use Claude, ChatGPT, Cursor, or Codex 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.

Private beta 2026

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

Founding small shops are joining with active projects, service agreements, collaborator rosters, and real client history.

Join the waitlistSee pricing