Paymo Erfahrungen

Vorteile

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!

Nachteile

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 :)

Vorteile

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!

Nachteile

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.

In Betracht gezogene Alternativen

Teamwork.com, Airtable, Trello, Microsoft Project, monday.com, Adobe Workfront, Asana und Things

Warum Paymo gewählt wurde

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.

Zuvor genutzte Software

Asana

Vorteile

Paymo's ease of use is disarming: it allows you to configure your project and your tasks in an instinctive, fast and reliable way

Nachteile

Working in Paymo I often feel the need to represent my projects in alternative ways, such as a mind map, or generally a graphic board .. but this is not possible in Paymo

Vorteile

Time-tracking, because it helps us with time-sheet

Nachteile

Didn't find any feature that I dislike. Paymo is great

In Betracht gezogene Alternativen

Trello und Slack

Gründe für den Wechsel zu Paymo

Because someone recommended it

Vorteile

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').

Nachteile

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)_/¯

In Betracht gezogene Alternativen

Trello, Basecamp und Asana

Warum Paymo gewählt wurde

As we expanded our business to include larger, quick-turn clients, we needed a better way to track time spent on projects. We found Paymo and started to implement time tracking and project management. It wasn't long before we were using it for estimating, invoicing, and reporting payroll. Almost a decade later, the platform continues to amaze us with updates and support that we never would have received from other services. We've even had folks join our team from Nike/adidas that say Paymo is something they wish they had at their previous jobs.

Gründe für den Wechsel zu Paymo

It comes down to 'bread and butter' of time tracking and project management. We've since added Slack and Trello to our ranks, but have never found a better, more cost-effective way of managing our day-to-day operations than Paymo.

Vorteile

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.

Nachteile

It's lacking a client portal, where they have all information about their project and invoices

In Betracht gezogene Alternativen

Harvest und Invoice Ninja

Gründe für den Wechsel zu Paymo

The always-visible timer and invoicing with timesheet abilities.

Vorteile

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.

Nachteile

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.

Vorteile

Paymo is very flexible, It let me create easily estimates and transform them into invoice once the contract is signed, I also use it to track my time spent on each projects with their neat app, and all of that for a really inexpensive price.

Nachteile

If I was nitpicking I would say the project management part lack a bit of personalization and is still a bit clunky to use for my taste, and I would love an integration with notion.

In Betracht gezogene Alternativen

QuickBooks Desktop Enterprise und monday.com

Gründe für den Wechsel zu Paymo

Ability to make estimatesAbility to manage projects and track timeMore flexibilityCheaper

Vorteile

It's friendly and easy to use. The time tracking it's very useful and allow all workers use it. Also the way that projects are set up.

Nachteile

I'm not sure how will it work if we set lots of projects

Vorteile

Great immediate support responses Easy to use/navigate

Nachteile

Would be helpful if all the features were available on mobile/iPad or if I could login via browser on mobile.

In Betracht gezogene Alternativen

Harvest

Gründe für den Wechsel zu Paymo

Invoicing/estimatesPaymo track for the apps I’m using

Vorteile

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.

Nachteile

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.

Vorteile

Quick & easy to get started & great support. Managing tasks & time is awesome with Paymo. I am a huge fan of the calendar views. They have a great set of filters & tweaks you can make to the views. They also offer a great kanban board.

Nachteile

Invoices could be improved a bit but they're ok. I do need to spend some time learning more about how to build invoices with Paymo.

Vorteile

Paymo is an advanced project management platform, providing modern solutions to enable you to achieve success in project management. Paymo enables users to deal with a group of tasks at the same time, which increases productivity and reduces time and effort, especially that which was done with office work by all members of the work team. As companies and organizations, especially the emerging ones, will benefit through their use of Paymo from following up their projects correctly at all stages, as it will help them create a work program, schedule all tasks and display them in an orderly manner using the Gaunt chart and also prepare quotes and invoices.
The ready-made templates that Paymo provides to users, will enable them to use the software in line with their needs, depending on the nature of the projects they are working on.
I also like in Paymo that it works as a database for the project, as the sum of the attachments that the work team includes for the tasks they are working on, will be an integrated archive of the project that we can refer to at any time.

Nachteile

There is nothing undesirable, the application is easy to use, the notification system and also the customization of tasks provided by Paymo work as required.

Vorteile

- 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

Nachteile

- 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.

In Betracht gezogene Alternativen

Asana

Gründe für den Wechsel zu Paymo

Pricing and UX

Vorteile

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.

Nachteile

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.

Vorteile

Task creation and time tracking remotely are essential tools I use daily for my business. I appreciate that it integrates with my accounting software and is easy to train others to use. Running a small business is challenging, and Paymo helps me keep on track and organized.

Nachteile

I do wish I could integrate some tasks into my Google or ICal. Meetings would be great if they could show up there, and I wouldn't have to input the information in two places. I don't want all of my daily tasks, but I would love site visits, out-of-office, or meetings to show up in both areas.

Vorteile

One of the things we love about Paymo is how easy it is to use. It was straightforward to set up, and the user interface is intuitive, which makes it easy for anyone to start using it right away. It has saved us a lot of time that we would have otherwise spent on training.

Nachteile

One thing we found challenging about Paymo is its limited integration options with other software. It would be great if it could integrate with more third-party tools that we use regularly.

In Betracht gezogene Alternativen

ClickUp und Bitrix24

Zuvor genutzte Software

Trello

Vorteile

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!

Nachteile

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.

Vorteile

What I like the most is how it helped me have a grasp of the worked time, which in turn helped me structure prices and give estimates and deadlines.

Nachteile

I use the team scheduling a lot, but I still miss the ability to navigate directly from a task to its booking.

In Betracht gezogene Alternativen

Basecamp

Gründe für den Wechsel zu Paymo

Paymo had time tracking for free at the time

Vorteile

We love how easy it is to use. Even our most tech-challenged employees learn how to use it quickly.

Nachteile

I personally find that Paymo's time reporting takes to many steps. I wish there were an easy way to see how much money has been used while I am entering time in a process. Sometimes I think I am getting close to using all the time for a client's budget and I have to spend 5 minutes to run reports to know if I am right or not. I wish there was a function inside each process that could tell you how much time budget is remaining.

Vorteile

Easy to see how much time I worked on any given project.

Nachteile

My major issue is that there were plenty of times I wanted to simply duplicate or copy over time I forgot to enter and couldn't because I wasn't given the option. Maybe that has been fixed since I have used this product, however. The timeline for viewing schedules was very hard to use and my team and I just oped to ignore our managers push to use Paymo's timeline scheduling and use google calendar.

Vorteile

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.

Nachteile

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.

Vorteile

Simplicity, intuitiveness, speed, Good user experience (UX).

Nachteile

Frequent updates, I have nothing more to add.

Vorteile

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 really has helped analyze our effectiveness at estimating and highlight areas for improvement.

The software's permissions setup and general user interactions are much more suited to a company that has competent employees, unlike competitors like T-sheets (quickbooks). Other time trackers tend to assume the employees are incapable of managing their timesheet and set up a lot of rules that act as roadblocks to efficiency. Paymo maintains control without becoming overbearing.

Nachteile

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.

Vorteile

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.

Nachteile

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