How long does it take to move to PLYNTUM?

Lost & Found, an 18-person agency, moved from six tools in 10 days. Lost & Found’s CEO is PLYNTUM’s founder. A smaller team can start with one client and one project in a day and add the rest over the following weeks.

Can we import existing data?

Yes. Data import and export are included on every plan. Start with active clients and open projects; closed history can follow later.

Do we have to move the whole company at once?

No. One team or one client is enough to test the workflow. Keep the old tool running in parallel until the numbers agree.

Which plan should we start on?

Launch, if the team has up to 5 people and you want to try it first: it includes a 7-day free trial. Core, if you need timesheet approval, billable rates or project profitability.

A clear path into PLYNTUM.

Use this rollout checklist to prepare your first workflow and a focused conversation with the team.

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Steps prepared

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01Choose one workflow

Select a client or internal project with a clear owner, agreed scope and measurable finish.

02Map your existing records

List the tools, records, attachments and relationships that matter. Keep an export of the original data.

03Set access before inviting

Separate company workspaces, employee work and authorized financial views. Check client-facing access.

04Agree the transfer method

Confirm supported imports and field mapping with PLYNTUM. Test a small, non-sensitive sample before moving the full dataset.

05Run one complete cycle

Follow a commitment through delivery, logged time and an authorized business review. Compare it with the source records.

06Confirm the wider rollout

Agree training, support, acceptance criteria and the subscriptions that can actually be retired.

A closer look.

The details behind the workflow, including what is available and what is still planned.

Verify company, client, project and owner mappings. Compare counts, totals, dates and currency. Agree how to handle duplicates, files and rollback before any production transfer.

Choose a baseline such as weekly reporting time, overdue work or unreviewed hours. Measure the same process after adoption. Use your own results to decide what to expand.

Lost & Found, a creative agency in Tbilisi with 22 retainer clients, moved tasks, client records, time and attendance, expenses and invoices out of six tools — Asana, Miro, Discord, Slack, Excel and Notion — and into PLYNTUM in 10 days. Every task now belongs to a client and a project, and every logged hour belongs to a task.

The hardest part was not the import but habit: work handed out verbally or in chat stays outside the system. Plan for that from the first week. Lost & Found’s CEO is PLYNTUM’s founder; the full case study says so and covers what has not worked yet.

It depends on how many workflows and records you bring, not only on the size of the team. Start with one workflow and run one complete cycle, as in the checklist above. The 7-day trial on the Launch plan lets you do that before choosing a plan. Imports and field mapping are agreed with PLYNTUM before the full transfer.

QUESTIONS

Common questions

PLYNTUM

Start with the work that keeps getting stuck.

Bring one project into a connected workspace. See the work, the people and the cost together.

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A clear path into PLYNTUM.

A closer look.

Before a full import: keep every relationship intact

Decide what success will look like

One example: an 18-person agency in 10 days