Paymo Erfahrungen

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.

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.

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 will arrive in the not too distant future.

The web application could also benefit from more keyboard shortcuts as well. This is something I miss from Trello that was incredibly useful, but will mention to support as a feature request, alongside a dark mode or more options for theming the application. (There are chrome extensions that can partially cover this, but native support would be even more appreciated).

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.

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.

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 useful to us that are not currently options:

1. An option to round-down instead of round-up in increments of time for time reports.
2. More user-friendly and intuitive customizing options for the templates, instead of relying on custom code to really change the appearance.
3. A pay roll feature to track pay days/periods and previous pay for employees, as an extension of time reports or time sheets.
4. The ability to manually edit the "Cost" sections on templates, after they have been automatically filled while adding from a project's tasks or time sheets.
5. Something to consider in the future is adding an entire new feature focused on the financial statements side of accounting. This would be very attractive since it would mean having nearly all of our business management happening in the same place.

We are still getting used to Paymo and all of its functions, so may have more feedback in the future!

Paymo is very useful for budget and billing control, time tracking and customer and project management.

I would like it to have more advanced functionalities like CRM

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.

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.

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 important is the ability to produce smart time reports I send to my clients and get paid by. Half of my tasks are in Hebrew, and Paymo works just great with RTL languages. This is crucial for my time of business. The report could be set by tasks, days, or other specific categories.
The timer exists in the browsers when using the softer, but it also has a completely synchronized desktop app which I use for the most, and mobile app, which I use when I work outside my office.

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.

Billing, invoicing, expenses, time tracking, project planning, task planning and tracking (in app), Gantt charts. 50 or 100 GB storage. With every new account user I invite I can select their permissions.

Time tracker doesn't shut off or pause if left on by accident or if I step away from the screen. Project manager isn't as robust as the rest of the software and Gantt charts aren't included in the small office plan.

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.

As an independent contractor, Paymo keeps me organized when it comes to clients, billing, time tracking, and expenses. Paymo gives me an at-a-glance look at where I'm at for the month or year, and makes it easy for me come tax time. Highly recommend Paymo for a robust, yet economical, option for freelancers.

One thing that I ran into is that there isn't a way to record a bonus from a client. So, it looks like a regular invoice when you enter it to track income received.

Paymo is super easy to use, and setting up new clients, projects and tasks is very simple.

I probably don't take advantage of all of the features of Paymo, so there's no cons for me as I only use the time tracking and reporting features.

Paymo streamlines the process of tracking multiple projects at once, allowing for effective and efficient project monitoring and follow-up on multiple activities in a professional manner, where you can easily find all required tasks, as well as all data and information pertaining to any of your projects. One of the leading ideas in project management is the participation principle, in which all members of the work team and stakeholders are partners in the follow-up and control of tasks, each according to his or her specialization, saving time and effort and resulting in humiliating results in the end.

The program's archiving capability for all project data is unique, and it aids in the storage and retrieval of all data at any moment. Financial claims, completion rates, delayed activities, and risk analysis are among the reports you'll receive based on the information you submit. Finally, one of the most essential ways to improve the project team's performance is to save time and effort. Reducing office work time allows the project team to focus more on fieldwork, resulting in the project being completed on time, on budget, and to the appropriate quality standards.

Overall, I don't think there's anything I don't like about the application; it's easy to use and understand for all members of the team, and it applies novel display strategies.

Pros:1. Paymo Software is easy to use and has a very intuitive user interface.2. It is highly flexible and customizable to fit the needs of any business.3. The software integrates seamlessly with existing business processes, making it easy to implement.4. It offers a wide range of features such as project management, time tracking, invoicing, and more.5. It provides real-time updates and notifications to keep users informed of project progress.6. The reporting and analytics tools help users to gain insights into their projects and teams.7. Paymo Software is secure, reliable, and backed by a strong customer support team.

One of the main cons of Paymo Software is its lack of customization options. It does not provide users with the ability to tailor the software to their exact needs, which can be a barrier for those who require a highly specialized solution. Additionally, the user interface can be confusing to navigate and use, making it difficult for some to use the software effectively. Finally, the integration process with existing business processes can be complex and time-consuming, which can be a hindrance for some organizations.

Support is fantastic - I have only had to ask for help a couple of times, but when I do the built-in online help facility means I get an answer very quickly, using language I understand.

The other thing that is great is the flexibility of the reporting module. One of my clients likes to see how we're using up the agreed project hours as we go through, so I have created a report just for him and given him the link. He's happy to be getting the information he needs to plan without my having to spend time getting it for him.

Most of the things that were on my wish list have been incorporated into recent releases. The only one I would still like would be the ability to share reports within the company - at the moment, I do a screenshot of the configuration and my employee copies it. It's not a huge issue, but it would be useful to be able to have personal and shared (company-wide) reports.

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.