| Functionality | 6 <p>Paymo focuses on delivering the core set of functionality required for managing client work. It offers excellent time tracking, invoicing and accounting functionality. However, the focus on client projects mean Paymo lacks some common project management functionality, such as inbuilt documentation, building automated workflows, adding custom fields or any meaningful analytics (besides time reports).</p> | 6 <p>ProjectManager has most of the functionality that any team will need. More importantly, these features are done well. Reporting, automations and task management are all strong and easy to use. However, none of ProjectManager's features are exceptional - they do the basics and they do them well - that's it. For example, automations are only offer 12 action and 7 trigger functions and no integrations with email, slack etc.</p> |
| Ease of Use | 7 <p>Due to its limited functionality, Paymo is rather easy to navigate. Key workflows such as tracking time, creating new tasks and projects are straightforward and intuitive. However, there are some UX quirks. For example, you can only manage task dependencies in the portfolio view, and there are unfamiliar terms here and there e.g. an unexplained "booking" tab that's by default in every tab.</p> | 8 <p>The learning curve here is not steep at all - the product is usable right from the word go. We estimate that a start-up employee would require about 1 hour and some guidance to be comfortable using all key functionalities.</p><p><br></p><p>Most key functionalities are very intuitively located. However some are hidden. For example, automations are not well-labelled on the UI.</p> |
| Look and feel | 6 <p>Although not visually stunning, Paymo's interface is uncluttered and functional. However, we have noticed that Paymo's pages load slowly at times (3+ seconds).</p> | 6 <p>ProjectManager has some colour customisation available. That being said, it could do with a touch more finesse in places. It is by no means an unattractive piece of software but it's nothing special.</p><p><br></p><p>Loading times are fast at ~ 1 second per page.</p> |
| Customisability | 3 <p>While Paymo allows for some customisation e.g. switching between project views, applying filters to customise project views - its focus on client projects limits further customisability. Every project must be structured around clients and time budget. Also, you're unable to add any custom fields or tags, or create custom reports.</p> | 5 <p>ProjectManager could do better here, but still has some good customisation. You cannot create a custom report in ProjectManager - there are only self-serve reports available. However, the level of filtering available when choosing which projects, tasks, tags etc. should be measured when creating these self-serve reports is extensive. Automations, on the other hand, could do more customisation wise. They offer basic automations - but no email templates or integrations with 3rd parties, e.g. sending a message in Slack.</p> |
| Ease of Setup | 6 <p>Offers a self-serve free trial and allows purchase without needing to talk to sales. Getting started and setting up a few tasks and subtasks should take 20-30 minutes, but it lacks a rich library of templates. Full setup should take less than a day.</p> | 7 <p>Offers a self-serve free trial and allows purchase without needing to talk to sales. Getting started and setting up a few tasks and subtasks should take 20-30 minutes, but it lacks a rich library of templates. Full setup should take less than a day.</p> |
| Customer Support | 9 <p>Paymo offers in-app live chat with their C-suite members. The Paymo team almost always responds within minutes, and helpful and patient. You can also tell that the team is open and responsive to customer feedback. You can also easily access Paymo's help centre within the live chat widget, which is a plus.</p> | 7 <p>Personalised support is not available via in-app chat but is available on email and and over the phone. Responses are fast and helpful.</p><p><br></p><p>Self-serve materials are of great depth and quality. In particular, their onboarding materials essentially tell you all you need to know to use the ley functionality and leaves you feeling in control of the product.</p> |
| Integratability | 3 <p>Paymo only has 14 pre-built integrations. While this list includes Google Calendar, Zapier and Slack, it's missing a lot of common integrations with tools from categories like customer support, sales, analytics etc. However, it does offer an API for custom integrations.</p> | 5 <p>ProjectManager integrates with some tools natively but relies heavily of Zapier for most integrations. For example, Salesforce, Jira, onedrive, dropbox are all available only through Zapier.</p><p><br></p><p>However, ProjectManager offers an API to build custom integrations where necessary. </p> |
| Ease of Migration | 4 <p>It seems like you're only able to export invoices and your list of projects + clients via self-serve. There doesn't seem to be any easy way to export your tasks & task content. However, this may be doable via Paymo's API.</p> | 8 <p>Exports of all key data, reports and dashboards are available to PDF and/or excel.</p> |
