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Task Management, Time Tracking, and Accounting for SMBs
Recommended
Neal B.
Graphic Design, 1-10 employees
Used daily for 2+ years
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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!
Jelena J.
Information Technology and Services, self-employed
Used daily for 2+ years
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I've increased my productivity with Paymo's Kanban board view, combined with Table view, and saved TONS of hours on admin, invoicing, timesheets, client and project management. Just this time saving alone pays off the monthly subscription. Sanity and nerves saving is the bonus! :) Why? Because Paymo helped me maintain good client relationships, timesheet transparency and great records&data representation for a client. So when a client comes up with a random question about a specific task, Paymo's records make finding (and presenting) a specific information or record so much easier, transparent and more reliable.
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,...
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
Nikodem S.
Information Technology and Services, 1-10 employees
Used daily for 1-2 years
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- Project setup - Planning and Scheduling - Time sheets - Tasks - Reports - Frequent updates
- Price and payment flexibility - Speed of the platform - Limited amounts of user roles - Limited planning abilities - No import/export - Limited PDF printing
Mohammad A.
Computer Software, 5,001-10,000 employees
Used daily for 2+ years
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One of the best project management and task management applications and I do recommend people to try it as there is a free way to use it at the beginning and if you like it then you can get more features and pay.
The time tracking feature in Paymo is really great. The dashboards they have are even greater.
There are limitations with the mobile application in functionality compared to my desktop application.
Leticia M.
Design, 1-10 employees
Used daily for 2+ years
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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! Kind regards, Marcel
Jessica D.
Computer Software, 201-500 employees
Used daily for 1-2 years
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We have complete control over all of our projects, both active and dormant, which allows us to give our clients nothing but the highest quality results.
The Time-Tracking functionality is what ultimately led us to select Paymo. With Paymo, we can easily keep track of our time spent on each client's and each project's work, as well as generate time reports. When necessary, we can send out invoices that can be paid with PayPal, regardless of whether the customer is a registered Paypal user or not.
I wish there were more visual formatting options for estimates and invoices. As a designer, I know how crucial it is to pay close attention to detail, and I'd appreciate it if my bills and estimates reflected that.
Federico d.
Information Technology and Services, self-employed
Used daily for less than 6 months
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First of all, Paymo is easy to begin to use. I need to keep a record of the time and tasks I execute in the projects I work, but also I need to invoice my clients. Some invoice should be sent recurring, so I needed that feature. Also, I found that Paymo have an API to import my current clients and projects.
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 :)
Krystian S.
Design, 11-50 employees
Used daily for less than 6 months
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Very good
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
mahmoud s.
Design, self-employed
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overall my experience is awesome with this app I started to use it every hour of my day with it and track my projects and hours,
I like the design of your dashboard, good design makes me take a good journey with this app every thing is easy to reach and customize it , adding tasks and projects are very easy to do
I have a problem with the free trial when I try to add someone to the project I have an error cause this person uses that same app if you people can fix it it will be awesome and if you make a free version from it with only tasks, projects and time tracking it will be enough for most of the people like me cause I don't need the rest of all features right now
lisa l.
Automotive, 1-10 employees
Used daily for 6-12 months
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Exceptional!
We are a small business new in our field paymo was exactly what we needed to get up and running.
I can’t really say anything negative about paymo it is exactly what we needed.
Kassidy B.
Design, 1-10 employees
Used daily for less than 6 months
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The ability to automate the majority of our processes, and keep our project management happening in one place, has been very relieving and has boosted our efficiency. Before using Paymo we had separate processes and locations for our project management, invoice creation, estimate creation, etc. and the majority of these were done manually. Paymo is cutting down on time taken up by those manual processes, and we have been able to streamline our project management in a way that is more clear to us and our clients. We are gradually populating the Projects and Clients pages with anything we've done up to this point -- it's a lot of work but it's worth it to us now that we know Paymo is such a great software that has benefitted us as we are moving into our second year as a small business.
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...
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
Pavol Č.
Arts and Crafts, 1-10 employees
Used daily for 2+ years
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Paymo helps to organize, plan and report our projects
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!
Jonathan S.
Graphic Design, self-employed
Used daily for less than 6 months
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Overall I have been really impressed with Paymo, it has merged many of the tools I would often have to use seperate services for and that alone is a massive time & cost saver. Support has been excellent in the few times I have had to contact them, & I have enjoyed implementing the service as the hub for my project management needs. I look forward to the updates the Paymo team bring in the future.
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...
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
David B.
Design, 1-10 employees
Used daily for 2+ years
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Back in 2009 we started a fledgling web design company called FreshSpark Creative. Paymo was just starting out and seeking customers, help and ideas. We were able to request certain features which were implemented, the foundations of what would become an excellent working relationship. In 2012 I started my second company and we had 5 full time staff using the platform in 2016. As we became VAT registered...
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
Carlin R.
Information Technology and Services, 1-10 employees
Used daily for 6-12 months
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Great, it was easy to get up and running
Their support is top-notch and gives genuine replies. Not some generic FAQ bs
Could be quicker to organise tasks and colour code project in the menus
Thank you for taking your time, Carlin! Can you write us at support@paymoapp.com to give us more details about how could tasks be organized better? Thank you, Marcel
Luc C.
Management Consulting, 1-10 employees
Used daily for 2+ years
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It works, never failed me. Questions with support are always quickly answered and they're very helpful.
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
Jack Joseph B.
Graphic Design, self-employed
Used daily for 6-12 months
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With Paymo I am able to solve problems and experience benefit. With the project tab I am able to see all of my projects, whether they be complete, inactive, archived, etc. I am also able to view tasks and task lists in different ways that allow me to effectively organize and plan my work day. Invoicing has become easier, as I am able to assign a client to an invoice and have it sent directly to the client's email address. Since my business is mostly run by rates, Paymo's time tracking feature along with the app helps me effectively track my time to charge my clients with the most accurate price. This also helps me with time sheets and time reporting, allowing me to plan for future clients to completely maximize profit.
Paymo's seamless design makes project management easy. With a simple menu sideline, it is easy to access all that your business needs to run in an organized and efficient manner. It is easy to add users, manage your subscription plan, view and add clients. Paymo's project tab is where you can view, manage, and assign projects and tasks to any user. Collaboration is EASY. And I love Paymo's Accounting tab also. Invoicing, expense input, estimates, and even recurring invoicing has never been simpler. I like how I was able to start with the free plan, then once my business grew I was able to easily switch to a more expansive plan.
I wish that I could have used more invoices in the free plan, just to grow my business a little bit more before spending more, but I am loving the subscription plan I am on at the moment.
Glad to know that you're enjoying the full suite of Paymo, Jack :) We're working on a few goodies, like an improved client portal, a calendar task view, and a new mobile app release. So stay tuned!
Catalina S.
Marketing and Advertising, self-employed
Used daily for 2+ years
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I use it daily to create estimates & invoices in two languages and formats. Following-up on projects so I never miss a deadline. Following-up on payments, I am a one-man show and accounting can be time-consuming. But with Paymo I get everything in one place.
I have been using Paymo for years now. After long research this was the best app I found to my needs. Easy to implement and to use. I can add as many projects as I want, tasks, view these in different formats, and never undercharge again thanks to the awesome time tracker. I can add invoices and input payment dates, even when payment has been made in different installments. I can have recurring payments, create estimates, and convert these to invoices. And the price is ideal.
Nothing. I love the software. I would love to see a CRM implementation since these guys know how to build amazing software.
Happy to be a match for your needs, Catalina :) No intentions to build a CRM atm. What you could do is to customize your own sales/pipeline workflow, then view tasks via the Meta Kanban Board. If you want to see the progression of a project through a pipeline, then I recommend project statuses. Feel free to post this suggestion on our community forum so it gets more traction: https://community.paymoapp.com/ Thank you!
Peter W.
Higher Education, 501-1,000 employees
Used daily for 1-2 years
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Paymo has transformed how our team works, making time tracking easy and allowing our project managers to accurately assign work to colleagues.
You can create custom invoice templates, some of our invoices can be rather complicated but Paymo made it easy to set them up. The time tracking feature is incredibly easy to use, when trialing other applications our staff would always lose interest and forget to update theirs after a few weeks. With Paymo it was so easy to use that our staff have actually stuck with it! Paymo is constantly being updated based on user feedback, the developers really do listen to their community!
Tracking a large number of projects at one time can get quite confusing, you can label and categorise them but when working with tens' of small(ish) projects the user interface get's rather busy. The ability to import previous projects / calendars would be excellent, currently these have to be manually entered in.
Hi Peter, I might use this testimonial on our website :D Yes, we're aware of the speed problems and already take active steps towards improving it. As for the import function, that's a bit tricky since there's a lot of apps to import data from and no one standard format. Can you write us at support@paymoapp.com about the tool you want to import projects from? For existing projects in Paymo, you have the project templates. Thanks!
Aaron D.
Internet,
Used daily for 2+ years
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Paymo makes tracking time a breeze with great management features and role capabilities. Absolutely love the granular control on the reports and ability to manage users, projects, tasks and more. Support has always been super helpful - only contacted them twice in the last 4 years though...so that should say something. Shop approved!
We've been using Paymo in our web development shop now for years. We love the time tracking widget and always have it up on our desktops or phone to track the time we spend bouncing from project to project. Forgot to turn off the timer? No problem - can easily fix it and be on your way. Setting up projects, tasks, user management - all a breeze. The Paymo team keeps coming out with new features and what used to be just a time tracking tool is now becoming a full on project management tool. We're actually looking to expand how we use Paymo very soon...
For how we're using it right now, we don't use all the project management features and have found that PaymoWidget 4.0.19 actually works better for what we need presently. As we move our org forward though, we'll be adopting their newest widget.
Maral P.
Design, 1-10 employees
Used daily for 2+ years
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I've have started using Paymo 6 years ago as a freelancer, I've seen the product evolve over time and I have to say - it has revolutionised my personal and professional life. Today I am a studio director and continue using it.
What I love is the ability to create custom workflows (that's great when you have different types of projects), I've also opted into the Gantt chart features - great help as soon as you're working with more than one person and on bigger projects. The customer support is RAPID and knowing that I'm speaking to good humans is that authentic extra that many other platforms lack. If you have a small screen you can collapse navigation bars - I didn't know I needed that until that ft was released.
I haven't found anything I don't like yet.
Had a great laugh when I read your review title "Paymo for PM" =))) More video tutorials will be coming soon, so who knows - you might discover more "hidden" nuggets. For now, here's one on my behalf: you can copy/paste time entries inside the Timesheets module - give it a try! Kind regards, Marcel
Heather M.
Education Management, 5,001-10,000 employees
Used daily for 2+ years
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Using Paymo has been a great way to track your time in the background, as long as you're thorough for the initial set up. I always make sure to have the app running to track any window, program, and file that I have open. It's even easy to go in after the fact and add unlinked entries to specific projects. I've had to retrain myself on file naming, so that Paymo tracks the correct files for each project, but after developing a naming system I've found my process to be extremely streamlined with Paymo.
I love simply having the program open in the background to track my time, so that I can spend my time working on my projects and less on trying to keep track and potentially making errors. This makes it extremely easy for someone who bounces from one project to the next frequently.
It has a bit of a learning curve to figure out how to set up your projects initially. There's a fair amount of front end set up to get the program to work as intended, but once you get the hang of it, it becomes extremely helpful.
Jovana V.
Nonprofit Organization Management, 1-10 employees
Used daily for 1-2 years
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Though I still use other apps to track status of my projects, Paymo is irreplaceable for invoicing and time-tracking -- and most importantly these two functions are tied, so you are constantly reminded that time is ticking. It's simple and neat, and it takes little time to get familiar with the basics.
My two favorite features are invoicing and timer. Invoicing is neat, the design is simple and clean and your clients will like it. As for timer, it's dominating your screen, so it saves me from distractions of all kinds. Overall, what I like the best about this software is the blend of simplicity and feature-rich functionality.
Perhaps, the pricing can be more sensitive to freelancers, or adding a layer with less feature but more affordable. But nothing else, really.
"Pay-me-More" is actually close to "get paid more", where the acronym comes from - thank you Jovana :) Just to be sure, if you're an NGO, you can benefit from a 50% discount. Just write us at support@paymoapp.com and send us a proof of your NGO status. Other than this, be sure to check our other time tracking tools as well: https://www.paymoapp.com/time-tracking/
John D.
Architecture & Planning, 1-10 employees
Used daily for less than 6 months
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The software saved lots of time on repetative non-billable tasks. It gives us more control over data and helps us narrow our focus on the parts of projects that need more efficiency.
Paymo is easy to learn, manage, and use. The price is right for most any size company and the core features are well tuned. It has saved time when preparing timesheets each week and helps us track our hours very efficiently. In a service based industry, a software like Paymo takes the uncertainty out of knowing whether or not you are on target. The ability to gather vast amounts of data in seconds...
The built-in invoicing feature is a little difficult to fully customize. It has "custom" options, but they are not full control. It does allow for custom coding for invoice generation which we are doing now, but this requires someone on staff who is fairly well versed in HTML and other scripts/codes. I wish that Paymo would talk directly with a desktop version of Quickbooks, but it does work with Quickbooks Online through Zapier Apps.
Luis Daniel R.
Computer Software, 1-10 employees
Used daily for 2+ years
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I'm solving the business problems of: - having all the project planning and content in one single place - tracking the time
I like the user interface, is very clean and friendly. it takes less than 5 minutes to understand how everything works which is a great advantage to train other people to use this tool. I love how you can organize all the tasks, content and planning for each project. I've been using this software for about 5 years now and will definetely recommend it to others.
I don't like that they still don't have an easy to use mobile app that shows all the content of a project. the mobile app is very limited. I hope that they can improve and give the mobile development a higher priority since we live in a mobile world these days. There's no way to capture screenshots of what other employees are doing or measuring the productivity