User Reviews Overview
About Paymo
Paymo is a work and project management software for small teams of up to 20 people. This solution supports remote work and offers project planning, resource scheduling, team collaboration, file proofing, time tracking, and...
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- Industry: Chemicals
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Paymo represents agility in the execution of projects and quality assurance.
Paymo is an effective platform, which does not require a learning curve on the part of the people who use it, in addition to the fact that many business rules associated with the execution of projects are already implemented. On the other hand, we have visibility for the prioritization of tasks, the notification to the participants of each activity, and in general, Paymo can grow based on the needs and projects that our organization can handle.
Pros
Paymo focuses on providing a simple and efficient platform, with the implementation of those functionalities that really generate value, in addition to offering a fairly complete Dashboard for generating reports and useful information for stakeholders. With Paymo we keep our work team focused, in addition to having the mobile APP to be able to record progress directly from where we are, in real time, and notify about progress. People and users can work on more than one project at the same time and each of them knows the tasks they must perform, the times in which they want the activities to be completed, as well as being able to attach support information.With Poymo we can register with the Timer option the work dedicated to each activity and in this way we can give greater visibility to the Project Management.
Cons
Paymo has demonstrated that it meets the objectives of any project, and they are precisely: being able to offer visibility for the fulfillment of each and every one of the tasks, also guarantees that team members have delivery dates at hand and can report the advances, considering the participation of multiple projects, however, it may be that for more complex projects in which team management, use of tools and acquisition of supplies for execution are required, project managers require other complementary tools such as sheets calculation to manage what we cannot detail from the software itself, however this does not apply to all projects and may or may not be a limitation in many service areas related to traditional activity tracking.
- Industry: Writing & Editing
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Excellent task- and time tracking software for small agencies
Pros
Task management and time tracking is baked into ONE system so you pay once, not for two different systems. Easy to use like Asana, but packed with more functionality, like Clickup – but much better than either.
Cons
Paymo can’t (yet) set a price per word for invoicing articles, and due to legal requirements in the UK, I have to export invoices to Quickbooks and send them from there rather than directly from Paymo.
Alternatives Considered
ClickUpReasons for Choosing Paymo
Limited functionality of Asana, bugs and issues with Clockify.Reasons for Switching to Paymo
Can’t remember all options, but we looked at everything we could find. Paymo had all the functionality in one system and was reasonably priced for a small business.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Monopolize you cause you can't export ANYTHING easily
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!!!
Response from Paymo
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.
Top Paymo Alternatives
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
I found Paymo and never looked back
I love it! I recommend this to those who are looking for easy to manage and straightforward platform for time, project, and task management and invoicing.
Pros
I love the ease of use and how the features suit all my needs (tasks management, time tracking, invoicing, project management, time reports).
It’s super user-friendly and pretty straightforward.
Cons
Top of mind room for improvement would be the Time Reports view. I hope when I archive reports, it won’t appear on the sidebar anymore. It just seems to cluttered seeing everything there.
What I’m doing is filtering but I hope there’s a fixed solution there.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Efficient Project Management Done Easily
Reliable and powerful project management solution that has positively impacted our team's productivity
Pros
Paymo's interface is clean and intuitive with great time tracking capacibilities.
Cons
Lack of ability to really link tasks together easily
Alternatives Considered
NotionReasons for Choosing Paymo
Notion was too limited in terms of it's capabilitiesSwitched From
NotionReasons for Switching to Paymo
Practical application of a quick tool that allows users to share progress via web browser easily- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Paymo - Efficient and Cost Effective!
Pros
I use Paymo mostly for time tracking and invoicing, but also for tracking expenses. Paymo makes it a breeze to track my time and then invoice my clients - with one click, all the time I've entered is populated in my invoice and I can even choose to include a summary of my time entry notes if needed. Their Support team is also super responsive and helpful when I've had questions.
Cons
Nothing! Very happy with this platform.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Paymo works!
Very good. We have used a far more expensive program with far less results.
Pros
The simple nature and uncomplicated user experience means the team are more likely to use it effectively
Cons
Report is good but hope to create dashboards soon
- Industry: Graphic Design
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Good Service, Good Support, Great Pricing
Easy, Quick to use, remains cost effective
Pros
Quick Support response, always courteous.
Cons
Sometimes I can't find what I need and have to ask support
Alternatives Considered
HarvestReasons for Switching to Paymo
Ease of use, Good Support, integrates with my payment gateways- Industry: Design
- Company size: Self Employed
- Used Monthly for 1+ year
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Review Source
Great tool for small business
It's been a seamless and easy to use experience with no major hassles.
Pros
I like that Paymo has everything included without the need to purchase another bit of software.
Cons
I would have liked contract management included.
Alternatives Considered
WaveReasons for Choosing Paymo
I wanted an independent app not connected to any big business.Switched From
Zoho Desk- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
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Review Source
Get Paid More with Paymo!
Overall a worthy software to help managers get organized and effectively run a successful project.
Pros
From beginning to end of project management, you have a software that allows you to build your dream as you see fit. Scheduling, Invoicing, time cards, all in one place.
Cons
Some apps that are more specialized may have additional features your business may need. Investigate first to identify nonnegotiables here, or potentially be disappointed.
- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Tracking time and managing payments with agility
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 we were unfortunately forced to use Xero for our billing to comply with UK regs, but that only demonstrated how good Paymo was - Xero is incredibly sluggish, lots of micromanagement and lacks the quality of design which we strive to portray as a business. We modified the set up of our business to help deal with the issues caused by Brexit and I once again use Paymo for all time keeping and billing. Paymo has been a constant in my professional life as a business director, alongside Google Mail and Google Cal.
Pros
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.
Cons
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.
Reasons for Choosing Paymo
Google tasks was good because it synced with Google Calendar, but was very limited and time consuming to use. We have always used Paymo for billing, from day dot.Reasons for Switching to Paymo
They were overkill for what I needed, too large and cumbersome, lots of unnecessary features made my experience time consuming and sluggish, not to mention much more expensive.Response from Paymo
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
- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Paymo is the Best Task-Managing Platform I've Used
Overall Paymo is the best task managing platform I've used. It's clean, simple and user friendly. I would definitely recommend Paymo to other companies.
Pros
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.
Cons
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.
Response from Paymo
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 [email protected] :)
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
A toolbox for the small business
Pros
Paymo has every crucial tool any small agency could need for kick-starting business. Its simplicity makes it easy to learn and implement, and when you compare it with more specific tools, it saves you a lot of time
Cons
As every other one-size-fits-all solution, Paymo doesn't excel on any of the tasks it covers. Of course managing projects thru an specific task management will be ultimately better, same as with invoicing, but it would require dedicated manpower taking care of those as well. Paymo compromises specificity for ease to use and maintain, so you'll have to adapt processes to Paymo and not the other way around.
Reasons for Switching to Paymo
Paymo does what these other three tools do separately, easier and at a lower cost.- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
All the features to manage my work, projects and invoicing
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.
Pros
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.
Cons
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.
Response from Paymo
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 :)
- Industry: Internet
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Easy to set up and use
Paymo is a nice piece of software where we can do exactly the things we need to do. It has a good uptime.
Pros
It's easy to setup and use. You can use it straight forward and adding clients and projects is easy.
Cons
The fact there is no 2-way authentication is really a thing here, also the lack on smaller accounts is a miss. We only use time tracking, invoicing and basic clients and projects. We don't need canban boards or options like that.
- Industry: Graphic Design
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Paymo Review
Support is great!
Pros
The ease of use and ability to switch views of dashboards, tasks is great. The functionality of tracking time without using a third-party tool is also great.
Cons
No desktop or mobile version and cost is slightly higher than competition.
Reasons for Choosing Paymo
Paymo was a lot more specific to our industry and was more user friendly.Switched From
monday.comResponse from Paymo
Hi Andrew,
Thank you for the kind words! We believe in the power of web and want to make Paymo accessible from everywhere, that's why we've opted for a web version.
The only desktop apps that we have are the desktop widget and PaymoPlus - download them here: https://www.paymoapp.com/downloads-and-integrations/
As for the cost, it's a bit of a subjective matter. We couple task management with time tracking, planning, resource scheduling, invoicing, and leave planner - so we pretty much replace the cost of 3-4 apps on average.
Not sure which competitors you've tested us against, so can't make a definitive comment.
Cheers,
Marcel
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Awesome issue management software with good time tracking
I would recommend this service to every middle sized company, which is looking for a good solid isseu tracking software.
Pros
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.
Cons
The resource management could be improved and also some minor bugs.
Alternatives Considered
JiraReasons for Choosing Paymo
Bitrix was awful.Switched From
Bitrix24Response from Paymo
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!
- Industry: Design
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Software that surves me as a freelance individual for years.
I use Paymo since it's the first version. Back those days I used the Paymo Plus desktop app, recording absolutely everything I do on my computer. By the end of the day, I reorganized everything. It helped me to find "holes" in my schedule, where I spent too much time on social networks and the internet.
Today I plan my week, I collect data about my tasks, searching where can I improve myself. I see how many clients do I have since I started freelancing. All of them there! I manage who is an important client, which one is the most paying one.
I often use Timesheets set to a weekly view, so I can see how much I busy this week.
A homepage quickly shows all my tasks and a dashboard helps me to see my progress.
Pros
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.
Cons
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.
Response from Paymo
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).
- Industry: Construction
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
The best solutions for managing all project activities by all team members
For me, I see that Paymo has helped increase the productivity of all members of the work team, by reducing the time that was wasted on them in office work, and allocating more time to field work, which has a positive impact on the final result for sure.
I also find that Paymo helps companies produce realistic, executable programs, as everyone's participation in the formation of the work program will make all things become clearer to everyone, thus avoiding making mistakes that may cost losses in money and time.
Pros
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.
Cons
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.
- Industry: Architecture & Planning
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Simple and beautiful online solution to handle my small design business time tracking needs.
The main reason for switching to this software is that it allowed my entire team to track time. After using the software for a few months, there have been several benefits from using the software:
- Interface is very clean and allows to track much more data that I was able to do before.
- As stated in the pros, one of the best feature of the software is that it allows users to create task lists individual for each project. This allows our office to set up each project exactly per the contract. This keeps a tight control on the time spent on the project and allows tracking of additional services that are not part of the original contract.
- I am working on the invoice template for the office. If i am able to set this up correctly, invoicing time would be reduced significantly each month.
- The ability to track time directly out of the windows environment is great.
- I am not using the time tracking feature on my phone, mostly because i spend a lot of time sitting at a desk, however other people in the office are using this feature and are happy with it.
- Next step for us is to start implementing control on billable hours per user. This will allow us to control billable time and help organize employee time and work.
Pros
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 a lot of effort to re-design how my company tracks project but in the end I am very happy with results.
- Pricing system is fair and scalable.
- The software comes with a windows desktop application. It also has a more advanced feature where it automatically calculates how your time is used -I have not tired this yet because I don't think it would work for my office.
- The ability to enter the time on a weekly calendar is fantastic. The software also has a bulk time add feature if needed.
- I am able to export all of the data in CSV format
- You are able to invoice directly out of the software - I have not been able to set up this feature yet but i am working with the support team to figure out how to make it work for my company.
- The software has several features that I have not been able to implement yet.
- Customer support has been great, answer is usually within an hour or two directly from the developers.
Cons
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 time from an excel spreadsheet if needed. This is not a critical feature, but I have several years worth of data, that for now have to keep in a different software.
- The software comes with some standard invoice formats, it does take some effort to create custom templates. Architectural service invoices tend to be fairly complicated, I have not been able to set up the invoices as I would like yet. Support is working with me on this issue, so hopefully I can report back once I have it all setup.
- You can create custom reports for anything you want, so getting the data out is not a problem however I find that the process is a bit more tedious than what I was accustomed to before. To be fair I still need to learn the software.
Response from Paymo
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.
- Industry: Consumer Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Small team planning
I really care about our employees. Because we're a small flock doing what we love every day we're even more like a family. The expense and time tracking tools help me get everyone paid accurately which is greatly appreciated.
Pros
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.
Cons
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.
Reasons for Choosing Paymo
Paymo is a bit beefier- Industry: Hospital & Health Care
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Streamline Project Management with Paymo
Pros
Having used Paymo extensively for managing my freelance projects, I can confidently recommend it to anyone seeking a comprehensive project management solution. Paymo's intuitive interface simplifies task management, while its precise time tracking feature ensures accurate billing. The seamless integration of invoicing streamlines the entire billing process, saving me valuable time. Moreover, the collaboration tools facilitate smooth communication with clients and team members, enhancing productivity. Whether you're a freelancer juggling multiple projects or a small business seeking to streamline operations, Paymo is a reliable choice that has significantly improved my workflow and project outcomes.
Cons
One common critique of Paymo is its limitation in exporting Gantt charts directly to Excel. This can be frustrating for users who rely heavily on Excel for data analysis or further manipulation of project timelines. While Paymo does offer exporting options for Gantt charts in other formats such as PDF or image files, the inability to export directly to Excel may pose an inconvenience for those accustomed to working extensively with Excel spreadsheets.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Almost tailor made for my needs
Overly positive, I’ve been researching for a tool long and wide and tried 20+ options. This one was the closest to perfection for me.
Pros
The ease of tracking the work, employees time, billables and efforts.
Extremely well presented clients timesheets and work with shareable links.
Cons
There is space for improvement on tasks, and discussion tab feels like it can be upgraded with documentation and notes input options.
There is a bit of improvement for task workflows for my liking.
Reasons for Choosing Paymo
It’s vastly overall more complete productSwitched From
Trello- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
I could not run my business without Paymo!
I felt like I was drowning with random to-do lists and notes all over my office when I started my business. Now I know where to look for everything, and items are much less likely to fall through a crack. I have also had excellent and prompt experiences with customer service. Whenever I have had an issue, they stick with me until the problem has been solved!
Pros
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.
Cons
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.
- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Time Saver and Easy to Use
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.
Pros
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.
Cons
Nothing. I love the software. I would love to see a CRM implementation since these guys know how to build amazing software.
Response from Paymo
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!