Paymo

Avantages

Time tracking is seamlessly integrated into our current designer workflow. This allows us to calculate the actual time spent on the job so clients understand where their money is being spent. It also allows us to identify where we need to increase project costs (9/10 times it's with 'customer correspondence').

Inconvénients

We've been with Paymo for over 10 years so it was a bit of a kick when they started charging for functionality like Gant Charts. We've always loved the complete 'soup-to-nuts' service that Paymo offered so when certain items were put behind another paywall it definitely stung a bit. ¯\_(ツ)_/¯

Avantages

Paymo has been a lifesaver in many business management areas: project management, client management, time tracking, accounting.

With built-in budgeting, time tracking, expense tracking, estimate calculations, professional invoicing and getting paid online (and on time!), different project 'views' (list, table, board for kanban, gantt), extensive filters, dashboard and insights, resource scheduling, live time reports, client portal - and all that in one app - it's a sanity saver!

One of the things I also personally quite appreciate is the professional and clean look of the invoices (and how easy it is for clients to pay them online). With a click of a button, you can add the unbilled time/fees for a specific time period and/or projects to an invoice. Paymo does all that heavy admin stuff for you and it has saved me a lot of time!

Cherry on the top: all invoice items are presented so neatly and professionally, so that my clients can see exactly everything I've worked on for them and what I'm billing them for, as well as how much time is tracked for each project and task.

And Payoneer, in addition to PayPal/Stripe/Authorize.Net payment gateways is a big plus!

It's brilliant.

The moment I first tried it, I could immediately feel that Paymo is the tool designed for actual freelancers in mind, whether you work on a project basis, or a pay-as-you-go basis.

It's not complex, and all the features it has are just *right*. Exactly what I need.

And it's getting even better!

Inconvénients

I wish the app was just a little bit faster, but I read somewhere that they already have this improvement on their roadmap.

Still, if you ask me, it's totally worth the wait for every new feature and improvement their team is cooking for us :)

Avantages

Yet another system that after several months of use only did what we needed it too at 75% of the way, then AFTER buying into the "huge discount" and special they had going, did I find out they do not allow refunds at all!

If you put ANY data into the system and ever need to export it for any reasons ...find a data entry person and hope you didn't enter a lot of information because unless you are a developer that can setup custom API's...your info is stuck in their system!
You can enter clients, companies, etc. and change view to "Table" and see it in table mode, but that view still only gives you the general company information, NOT the contacts for that company and that is 1 of 2, yes that is right 2 places in the entire system of everything you may have entered where you can download/export that view into Excel/CSV file....everything else is PDF if you are lucky!!

If you are a VERY small, VERY basic bookkeeping/accounting freelancer (NO TEAM, just you and very basic billing) - fine, it may work...but if you have more than 1 person in your team other than you, have different rates or even the SLIGHTEST out of the norm billing or cycles...GOOD LUCK!!!

I am furious with this system after being told what it could do and I explained in detail, and "oh yeah, that is not a problem at all"...only to find out, everything I explained about what we needed, went in one ear and out the other just to make the sale...now I have a barely usable system and wasted $$$$!!

Inconvénients

Can't export anything unless you have a developer standing bye.
System is very "inside the box" thinking even after being told it would easily do what I had explained that I needed it to do
support seems to take longer than usual and they are quick to respond with an answer that has NOTHING to do with what you originally asked (bots maybe?!?!)
Can't get a refund, no matter how many lies they told you to make the sale in the first place!!!

Avantages

After testing dozens of other project management programs, we finally found Paymo and have never turned back. Paymo is intuitive; we needed no training and were able to implement it right away with all our employees in the office. The app is web-based so we are able to access our projects and tasks wherever we need to. This was especially helpful during the 2020 Covid Quarantine wherein our whole office had to work from individual homes.
Paymo organizes all of our projects with tasks, clients, and billing. They even now have the ability to export invoices directly from paymo to Quickbooks or Xero, so we have all we need and less double working to get invoices sent out. The projects are customizable with task lists, templates, and custom project statuses so it's easy to see where each project currently stands. The time-tracking function is amazing! Many of our projects are billed by time, so that was a must have feature that Paymo does flawlessly.
Everyday we enter the office, the first thing that boots up is Paymo and every team member immediately sees their assigned tasks for the day and the following, so there is no wasted time to find assignments. For project managers, the current worked on projects are just a screen away so we know exactly what is being worked on at any given moment no matter where teams are. They are also the best customer service team we've seen so far. When we have technical issue, we can send a message right from the app and get a response fast.

Inconvénients

The only item we are dissapointed in is the scheduling. Our teams works on fast tasks that sometimes need to be scheduled down the hour of day. There is a scheduling calendar that lets you see all assigned tasks but it requires and extra step to actual "book" the tasks in order to move them around on that calendar and see remaining work hours when needed. This is our number one obstacle BUT we have been informed there is a major updated coming that will fix this and we are very excited! Another very small thing that we don't like about paymo is the notification setting that cant be changed. Paymo is great about in-app notifications, it's helpful to see updates in real-time right at the top of the screen. But the issue is for project managers. If someone other than the project manager creates a task for a team-member, than the project manager will not receive notifications if said task was completed regardless of being assigned as a manager of the project. However, we feel we can work around it temporarily until it can be fixed. So overall, with those two items aside Paymo is the best program out there and much more affordable than many we tested out before.

Avantages

After years of using project management software for both myself and companies I've worked for, I found the right tool for the job for my personal, small business as a marketing coach and online entrepreneur.

Until I build a team, I'm using Paymo for myself, and other tools are not always price-sensitive for a solo user. I appreciate that Paymo provides an option to pay for one user until I'm ready to grow.

A particular feature I was looking for was the option to view all projects on a single Kanban board. In the rare case that I found this option, it was a significant upgrade to acquire. But Paymo offers this and it's super easy to use!

Other features I love:
- Time-tracking/timesheet: Visual representation of where my time goes. I use the in-app timer every day.
- Flexible viewing options: I can easily switch between list, table, board, and Gantt views, with easy to use filters that allow me to see exactly what I want. No custom reports or views need created - which can be time-consuming and inflexible (enterprise tools).
- Note: The user experience of the Gantt chart was also what I was looking for. It is drag and drop and allows you to adjust your timeline from within the view.

There's so much to love about Paymo! And that is saying a lot coming from someone who has researched and used as many tools as I have - including enterprise solution, Workfront.

Paymo is definitely worth giving a try!

Inconvénients

I wish there was a way to invite collaborators/reviewers like there is in Asana. If I want a coaching client to be able to collaborate, there is no way to do this without paying for another user.
This is superficial, but, the name! When I tell people about Paymo, they immediately think it's a financial tool, not a project management tool, based on the name. I would hate for this to hold Paymo back in the market.