Seriously, everything! I mentioned time tracking earlier but Paymo also does project management, client management, invoicing, estimation, Zapier integration, scheduling, team tasking...and the list goes on and on.
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').
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)_/¯
Loved the "(9/10 times it's with customer correspondence)" part, Neal :)
Besides Gantt Charts, the Business plan also comes with a Team Scheduling module, 100 GB of storage, and priority support.
We found this plan to be more appealing to larger teams, that's why we've decided to include it in a separate plan.
What specifically do you need from Gantt Charts, the ability to set dependencies or see task deadlines on a calendar?
If it's the latter one, then I have some good news: we're going to launch a task calendar view in the near future, so stay tuned!
Likelihood to recommend: 9/10
We have been working with Paymo for more than 5 years now and over the years we've seen constant improvement with new features. It's a rich feature tool for a low price and it suits our company as no other does, not only in what they offer but in an intuitive and easy-to-use tool. The timer, invoices using the timesheet, team scheduling, sending estimates, all those make the difference in our business and has help us to save and make money.
The timer is the best feature of Paymo. We search a lot but none of the other tools allows us to easy time our work and bill our clients as Paymo, with an always-visible timer. And the ability to bill our clients with the timesheet completes our process perfectly.
It's lacking a client portal, where they have all information about their project and invoices
Time tracking FTW, Leticia - thank you :)
I think there's a misunderstanding. The current client portal allows clients to view their invoices. Just be sure to add them as contacts too: https://help.paymoapp.com/en/articles/900000-how-do-i-add-a-contact-to-a-client
They can't see the project progress, something that is going to be fixed with the next release of the client portal. That will grant guest users in-app access.
This is our #1 priority right now, so stay tuned!
Likelihood to recommend: 9/10
Would NOT recommend it to anyone who has even the slightest of "outside the box" process for projects or billing/invoices.
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 $$$$!!
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!!!
Sorry to see you disappointed. Our goal is to help you improve the way you work, not to sell you on something.
Indeed, you can export client, project, user lists, as well as time reports in csv format - invoices and Gantt Charts are available in PDF only.
However, due to the fact that there's no standardised data structure for project management data, the only practical way to export it is via our API.
And no, we're no bots, and don't force anyones hand to make a sale.
Likelihood to recommend: 1/10
It is important to note that Paymo isn't idle in enhancing its software. Not only that, but new features are thoughtful and integrated seamlessly with the tool. I appreciate this because I have used other software that seem to have their priorities mixed up when releasing enhancements; adding things that don't move the needle ahead of things that do.
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!
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.
You sure did your researh, Krystle, thank you for the review :)
Actually, we're working on an improved client portal with in-app access to guest users, so they can collaborate with you on the same page. This is our #1 priority atm, so stay tuned!
As for our name, this goes back more than 10 years when we started out as a time tracking and billing tool. The purpose was to use the app and GET PAID MORE, hence Paymo :)
Hope this helps, thank you again!
Likelihood to recommend: 10/10
Before Paymo, our office lived off of legal notepads and envelope folders. It was a nightmare. With Paymo, we can just type in a project name or client and see exactly what's due, needs to be invoiced, etc. A huge problem solver for us is the record keeping aspect. Since we can attach notes and files to projects, we are easily able to identify a change request. It was all to often a client would blame us for making a change to a project they did not request, but now we have proof every step of the way. It's been a life-saver.
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.
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.
Thank you Savannah for taking the time to review us :)
Indeed, I remember we spoke already about the new team scheduling update, which will allow you to schedule bookings at a task level - stay tuned.
As for the user rights, these will suffer some changes with the addition of the client portal with in-app access to guest users. Please make sure to also voice this out on our community forum: https://community.paymoapp.com/t/in-progress-client-portal-collaboration/67/51
Thank you again!
Likelihood to recommend: 10/10
Free - For 1 user
Small Office - $9.56/user/month
Business - $15.16/user/month