Ignition vs. Paymo

Ignition (initially called Practice Ignition) performs quite well at proposal building, contract development, tracking and invoicing, payment and collections. The only issues where I see Ignition not being a good fit is in smaller firms that require a more feature rich plan. A perfect example is a solo firm has a limited number of proposals they can activate, and would have to spend extra for additional features like multiple e-signatures.

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Beautiful interface throughout, easy setup, most natural progressions are fluid and easy to use. Browser functionality allows us to use it cross-platform. Very reasonable pricing model as well. We have had a little trouble using Paymo for the entire creative process to have proofs reviewed and approved. Also, have to use external forms to have work submitted from campus.

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• Automatic Payments: You set up a proposal to collect payments once and you don't have to worry about bugging the client for payment every month.
• Amazing support: I have always received answers from the support team within the same day. They are very patient and understanding.
• Integrates with Xero: It integrates with our accounting software, making reporting faster.

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• The ability to code exactly what time I worked on a project enables me to bill clients more accurately and within different minimums, which besides more accurately tracking time, this has been extremely helpful as I negotiate contracts for services and offer different deals with potential clients. Some are billed to the minute, some in 15-minute minimums, and some in 20-minute blocks.
• The live reports are great, showing time spent in the minimums that I've set, while also including as much detail as I wish to share.
• I've now started just writing my notes into the tracker, which are then carried into the live reports - this eases my needing to send logs to clients, as well as helping me to keep projects on track.

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• The charge back process is messy and not transparent enough. When there is a charge back, PI deducts the amount from other payments settling on the same day, and does not provide a break down of the amounts. This makes it impossible to track without getting help from support.
• PI should send email alerts monthly (or at some interval determined by user) for expiring engagements.
• PI should allow the client to make service selections -- we should be able to offer 2 or 3 options under a service offering, and the client chooses and sees the impact on monthly/annual pricing.
• PI should allow for more than 2 templates (Business and Individual).
• PI should integrate with Jet Pack Workflow to automate the creation of new jobs once a proposal is approved.

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• It would be really helpful if on the timer tool, they asked you to switch projects when you stop the timer, so it could fill that time in right away for you.
• I never use the 'My Tasks' because I don't fully understand how to integrate it to be useful to what our purposes are in Paymo. Some Youtube tutorials might be helpful

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The Ignition product is quite usable for the average user. The app has preloaded templates that can get even new-hires to navigate the software and set up proposals. The only area where I see the Ignition product lacking is the additional fees smaller firms may have to pay to get the full feature advantages of the product.

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It is a complete, a bit overambitious app but with many features that are needed. I didn't need most of the features but managed to make the most of the two I was using. Also, I think it is a well-rounded app and I am considering moving some team collab there.

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Good! Fast, excellent, speedy responses. They always wanted to know why and how they could improve on something (good on receiving feedback, too). Not that they were much needed, but my limited experience with them is good; they were really keen to understand what the problem was really about and how they could help with it.

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You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

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We still use Trello and Slack, but Basecamp and HubSpot are too much for our operation to manage or integrate. Paymo is missing some of the tracking features of HubSpot and isn't as universally used as Basecamp but we've been with them for 8 years and they seem to know what matters most to their user base

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• We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year.

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• Gives me more accurate time that I've spent on projects compared to older methods I've used.
• Has data that I can pull together, for example my boss wanted to know the percentage of time I'd spent working on projects for one client compared to everything else - I was able to give them an accurate percentage.
• Forces you to stay on top of jobs, which can lengthen the time to complete something

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info