Paymo

I finally found the one!

Comments: 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.

Pros:

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!

Cons:

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.

Alternatives Considered: Teamwork, Airtable, Trello, Microsoft Project, monday.com, Adobe Workfront, Asana and Things

Reasons for Choosing Paymo: I switched from Asana, Teamwork, and Things. I was looking for a tool with a kanban board option that allowed me to view tasks across all of my projects and I needed a cost-effective tool for someone who is currently solo but building a business. Asana was cost-prohibitive in that I could not pay for a single user, but had to pay for 5 minimum. Also, the kanban board option I was looking for was an additional upgrade for Asana and Teamwork, making these options even more expensive. Additionally, user experience was a factor. Asana generally has a good UI but I just like Paymo better. Teamwork has some work to do in this regard.

Switched From: Asana

Paymo makes coordinating projects and tasks easy

Comments: 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.

Pros:

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.

Cons:

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.

Monopolize you cause you can't export ANYTHING easily

Comments: Would NOT recommend it to anyone who has even the slightest of "outside the box" process for projects or billing/invoices.

Pros:

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 $$$$!!

Cons:

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!!!

Automotive Industry

Comments: Exceptional!

Pros:

We are a small business new in our field paymo was exactly what we needed to get up and running.

Cons:

I can’t really say anything negative about paymo it is exactly what we needed.

Alternatives Considered: QuickBooks Desktop Enterprise

Reasons for Switching to Paymo: We are a small company and realized quickbooks could integrate with paymo with ease when we grew larger.

Jaime Zubiaur

Comments: The control of the hours assigned to a project is Paymo's most useful tool. It lets you know quickly if a project is using more resources than expected.

Pros:

Although it has many functions, it is very easy to use and allows you to manage many projects with a global view of them.

Cons:

I don't like the way the invoices are issued. I don't like that the list of tasks appears on the invoices. For a creative studio I think it detracts from the value. That's why we don't invoice using Paymo's tools, and it's a shame because I find the accounting charts very interesting.