Paymo Reviews

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,...

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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 :)

Thank you, Jelena <3 Speed improvements are already something that we're addressing. Stay tuned for more goodies such as a task calendar view, improved mobile app with team collaboration features and guest access. Cheers, Marcel

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...

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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!

It's very intuitive, consists all features we need for daily work. It's easy to use for ours many freelancers. We can keep all project information in one place and Paymo is very clear in design. The customer care has very individual approach.

We work with many freelancers, who only use it for log their hours and they do it few times per month. I wish it was some smaller plan when you use just one or features.

Hi Justyna, Thank you so much for the kind words! >:D< As for the coming and going freelancers, don't forget that you're only paying for the # of active users. This means that whenever someone leaves, you can downgrade the subscription and we'll credit your Paymo account the next billing cycle :)

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...

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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!!!

Hi Cameron, 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.

Absolutely perfect for invoicing clients and keeping track of recurring costs with features as its clients POV.

Project management tools + how limited customisation on the dashboard is.

Happy to hear your thoughts :D You're right about the dashboard, it's more geared towards billing & company rentability given our time tracking & invoicing focus. Can you give me more details about what's missing on the project mngm end? Thank you!

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!

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! Kind regards, Marcel

I was using another sowftware but no new features were realeased during years and the support was inexistent. Then I searched for another software to help me to organize my work and tested a lot of options. Paymo was perfect for what I was looking for and the support service was always ready. Also, since I was using the software new features were realeased.

It was not easy to understand how the recurring invoices work, so I have to read some help documents. I think that general usability is good, but I think that some features should be made more easy to use.

Thank you, Federicoo! Can you write us on our community forum (https://community.paymoapp.com/) about how we can improve recurring invoices and the other features you have in mind? We're always open for feedback :)

We were looking for a simple tool that will combine simplicity of usage together with a lot of features (PM, Tracking, Reporting, Financial Overview) and fast at the same time. Paymo did it!

Nothing, the app is doing a great job.

Thank you, Krystian! We've added the possibility to copy/paste a time entry inside the Timesheets module. Check it out, as well as our Team Scheduling module (if you haven't already): https://help.paymoapp.com/en/collections/34726-team-scheduling It makes the resource allocation much easier for teams of 10+, displaying workloads, availabilities, and leave days on the same timeline. Cheers, Marcel

This is the only tool that I've found that focuses on time tracking AND invoicing properly. It includes great task management features and multiple ways to track time on them.

I guess I wish that Paymo's Kanban view was more like Trello, which I find easier to use and with more features for customisability.

Kudos Andrew!! ^^ Can you tell me more about the customizable Kanban features that you're missing? Thank you!

Paymo can serve big companies with a large number of users and departments. For me as an individual, Paymo is one place for managing my clients, projects, task, and time. One of the first and absolutely necessary things for me as a freelancer is good, simple to use time management tool. Paymo has an implemented live timer that is connected to all my tasks and projects of a specific client. Not less...

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Actually, Paymo has more features I'm sure I would use, like Gantt Chart, or Invoices, though this feature costs extra $19.95 per month and I prefer not to pay for it since it's not so necessary for my business.

Hi Ilan, Appreciate the kind words :) You must be on an old plan, as Invoices are now available under the Small Office plan ($11.95/user/mo) and Gantt Charts under the Business one ($18.95/user/mo).

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...

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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...

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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! Marcel

The biggest selling point for me was the project management facility alongside the app & timer for time tracking. Prior to this I had used a mix of Toggl + Trello, then when I moved to Quickbooks TSheets + Trello + Quickbooks. Switching to Paymo streamlined this so that I could do all the project management and time tracking in one suite. Quickbooks integration was a necessity also considering all my finances have been handled there too. Support has been excellent as well, tickets are resolved quickly and always someone available to give a helping hand or to receive feedback.

The biggest con was actually a feature I asked about before signing up for a subscription. At present the task management boards have no guest access facility. This was a feature I was really looking for as previously I used Trello to share proofs & receive feedback from clients. Having contacted support they have informed me that this feature is on the roadmap and undergoing testing, so hopefully...

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Happy to hear that we streamline not just time tracking, but invoicing (including the QB integration)! Indeed, the client portal with in-app access to guest users is our #1 priority. It's a large task, with a lot of implications, so we're making sure to check all the community's needs :) Shortcuts will be more frequent too. Kind regards, Marcel

I like the flexibility of Paymo. Things are tailored to each day because it makes planning out large projects easier. It also allows for more productivity because we can see what needs to get done for each client right on the main screen. Paymo is also clean and pleasing to look at.

Something I would like to see improved is the "Progress" settings. As a design/web development company, we have a lot of projects that need to get approved by multiple people so we constantly have dozens of tasks pending/stuck. If there could be a section made specifically for stuck/pending/follow up tasks just to make our Home page less cluttered that would be helpful.

Thank you, Taylor! I think there's a fix to your problem: project status. You can customize them as you wish to better reflect your process: https://help.paymoapp.com/en/articles/977872-how-to-use-project-statuses Then filter after them for a top-level view of what you're interested:https://help.paymoapp.com/en/articles/888757-how-do-i-filter-projects-by-status Did you try them out? We can hear each other at support@paymoapp.com :)

For me, PaymoPlus TimeTracking software is the best feature that Paymo offers. Easy to set up, don't miss any working time and gives me the chance to understand the tasks where I spend most of the time. The time reports are great to understand what is more time consuming from my daily tasks and the fact that I can have several projects and clients makes it so easy to work with. The fact that I can use an automated software to track my tasks made me safe a lot of time. With other similar time tracking apps I tested, I always needed to trigger it manually or take a lot of steps. With PaymoPlus, just start recording it and nothing is missed. It captures all your activity

There's nothing I like the least, but maybe it would be nice to have more dynamic ways of adding rates or billing options. As a freelancer, I often work at a specific rate per word (for example translations and proofreading), or rate per article, so it would be helpful to have such options of adding different rate settings.

Thank you Sofia for your kind feedback :) You can in fact add flat rate tasks, that have an independent value from the task hourly budget. This would work for articles (unfortunately don't have a solution for words now, it's a bit too granular). Did you try them out? You can also write us at support@paymoapp.com so we can further guide you :)

Easy to learn, easy to use, with lot of features, super support, progressive software, they add lot of integrations, mobile apps, use via web browser

Some features wait for upgrade, iPad integration missing

Thank you, Pavol! Can you tell me more about those features that you're talking about? iPad support is not in our plans atm - sorry! You can write us at support@paymoapp.com and ask for Marcel ;) Cheers!

Fast and effective management of time and resources. I love how easy it is to log time, create invoices and complete all my accounting obligations as a UK business owner quickly and stylishly.

I guess my biggest dislike is the new timesheets view, the hitboxes on the time entries seem to be slightly out of sync with the visual modules. Also as I have been using the software for over 10 years, there is a lot of old data which I cannot remove in bulk.

Thank you, David! We also have a Google Calendar integration, check it here: https://help.paymoapp.com/en/articles/3545290-google-calendar-integration As for time tracking, you can now copy/paste time records inside the timesheets area - be sure to try it out! Please submit the bulk time entry selection suggestion on our community forum: https://community.paymoapp.com/ Usually, the most upvoted ones get built. Thank you again, Marcel

Paymo helped our small business organize projects and boosted automation functions of our working process really well. We were already used to tracking time under project tasks before trying Paymo, but we were looking for a software that could streamline the full process from the start of a project to the end, while covering the financial aspects as well. The best thing about Paymo is the ability to automate the working process through templates, and to be able to customize at every level. We also really appreciate the Help Center (the attention to detail and clear explanations have been very useful) and customer support.

It was pretty time consuming at first to get set up on Paymo and learn how to make it work for us, but this can be true for any new software. A more thorough tutorial or very obvious recommendations to use the Help Center would have helped us at the beginning -- it took a bit of time for me to discover all of the great pages on the Help Center. There are some very specific features that would be...

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Appreciate your thoughts, Kassidy! Sorry to hear about the onboarding process, we do offer free sessions on-demand, so please write me at marcel@paymoapp.com to schedule one :) Here's also a quick video tutorial about the new interface: https://www.youtube.com/watch?v=QAwY7m3I_kw As for the feature requests, it's best to post/uvpote them on our community forum so they get more visibility: https://community.paymoapp.com/ Keep in touch, Marcel

What do I like best - the value. When searching for a solution Paymo offered the most for the least and has been continuously working to improve the APP. I work remotely and have been using Paymo to track clients and send time reports to my office for billing a few years now and it has worked flawlessly. The time tracker is great, the time reports are great. There is, I am sure, a tonne of functionality that I haven't even tapped into but it does everything I need very quickly and cleanly. Navigating is a breeze, editing is a breeze, and exporting reports is a breeze.

My least favorite thing is that every time Paymo refreshes I have to set up all of my preferences again. I have to switch the view, add in a filter to see the projects the way I want, adjust the Time Report forms back the way I had them set up yesterday. Just switching the view from List to Table should be something I should be able to lock-in as a default view.

Good news, Mitch: time reports will be upgraded and support a more used friendly interface. About the preference issue, can you please write it down on our community forum so it gets more traction from the community? https://community.paymoapp.com/ Thank you!

The time tracking and the desktop app for tracking are one of the best I've seen so far. This is one of the major point we choose this service of others. The issue mgmt and reports are also quite handy.

The resource management could be improved and also some minor bugs.

Hey there, Our team scheduler is our spear-of-attack so to say, hence it's being constantly updated. Just recently, we've launched a remaining hours feature that allows you to see the available bookable hours at a project and user level in a simpler format: https://help.paymoapp.com/en/articles/3578183-view-at-a-glance-the-remaining-hours-at-a-project-and-user-level Expect more updates in this direction, like the ability to directly book a resource from the full task details. Cheers!

I have looked at several options for my company and decided on Paymo for the following reasons: - The software has a very clean and intuitive interface - One of the best features is how you can customize how projects are set up and tracked. You generate a task list that is checked off as you move trough the project. This is an amazing feature that organizes the project while it tracks it. It took...

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Below is a list of some of the limitations i have encountered using the software. - The calendar time-sheet input is great, but it should allow drag-paste feature. This would make entering time so much faster. Not a deal breaker, because in the end time input is fairly quick. - I was not able to import the data from my previous time-sheet software. I would like to see the option to import bulk...

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Hi Leonardi, You can use click and drag in Timesheets in the Day and Week view to create new time entries. Data can be imported/exported by using our API. You can also clone time reports, so after you get your desired settings for one report, you can clone it and only change some of the settings.

- Great, flexible project management tool - perfectly scalable - a lot of features and handy shortcuts (saved project lists etc.) - provides a lot of insights per project and client - Very friendly and personal customer service. - Good value for the money

- Clients did not always get the tool instantly. But recent UX changes could make it easier for them - Communication with colleagues could get a bit chaotic, takes some time to implement in the workflow. - A lot of features requires good knowledye whats the best way to use the tool, so definitly assign someone to create a team workflow.

Hi Frank, Nicely worded, thank you! We're working on an improved client portal, with in-app access to guest users so they can contribute and view the project progress in real-time. Follow the thread for it here: https://community.paymoapp.com/t/in-progress-client-portal-collaboration/67/2 Onboarding-wise, the focus for 2020 is going to be on in-app tool tips and video tutorials. Hope this will help you! :)

I've found that the user interface and features available in Paymo out perform other software available.

I did like that you can create online signed contracts on Bonsai - this was great for the design industry as I tend to have ongoing contracts with clients.

Thank you, David! Do you mind upvoting this feature suggestion about contracts on our community forum: https://community.paymoapp.com/t/client-e-sign-contracts-and-agreements/221 Usually, the most upvoted ones get built. Thank you, Marcel

I've been using this product since 2016 and did so in several ways. Every time an update is implemented it's surprises me on it's effectiveness. It just keeps running smoother and smoother. Besides that the tools in the app are nicely designed an clearly structured i like the (multiple) supporting apps to track time very useful. Also nicely integrated with other apps through API. It's just a great product.

I'm finding more and more ways to implement other workflows in there. My Getting things done method and trello (kanban) are easy to implement. Maybe a notetaking system to implement Zettelkasten (knowledgebase) in there aswell.

Thank you, Luc, for your kind words :) Please upvote this feature request on notes on our community forum to get more traction: https://community.paymoapp.com/t/wiki-or-notes-for-each-project/722

In the beginning it was just a software that we could use to time track all our tasks and projects, but it grew on us and right now our business depends on it. It is really easy to use, very easy to keep an eye on the team, and extremely useful in keeping track of all the work that the team does.

There are not many cons to this software, but if I had to nitpick I would probably say it could have more financial management features, since this is the software that we use for invoicing and keeping track of our finances.

Hi Liviu, Kudos for your trust in us :) Would you mind telling us what additional financial management features do you want to see come to light? I'm asking since we're going to revamp the whole invoicing module, so it's best to submit your use case and suggestions on our community forum: https://community.paymoapp.com/ Thank you!