Paymo vs. PaySimple

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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PaySimple has made it next to impossible to become PCI compliant unless we purchased a separate computer for the sole purpose of invoicing. We switched to Chase Bank who does not store sensitive info on our computers allowing us to accept credit cards and still remain PCI compliant. Our money is available much faster by not using the 3rd party. Additionally, a simple company name change required more paperwork than closing the account and setting up a new one even when the same bank account was going to be used. This was the primary reason to shop around. We happily contacted Chase Bank and now save $125 a month and receive access to our funds faster. I cannot believe I stayed with PaySimple as long as I did. It's amazing anyone would jump through the hoops of PCI compliance when the technology exists to keep sensitive information off your small business computers. If this review stops anyone from paying those monthly fees, the time was well worth it! PaySimple, requires business owners to fill out forms that make no sense in laymens terms. Chase Bank fills them all in for you and highlights the areas that need to be signed and initialed. PaySimple, charges excessive fees and in my opinion has very emotional customer service reps. Chase Bank, was eager to help and get things rolling so you can focus on your business. I would never recommend PaySimple.

• 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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• PaySimple is awesome for recurring payments. It's easy to set one up and make changes as needed. Without this feature, our business would be dead. Being able to easily set up recurring payments for our retainer is a must and PaySimple does it beautifully.
• The payment portal feature is also really good fro collecting payments of differing amounts. We setup a single portal where customers enter the payment amount accessed from a link in the invoice email. This feature has transformed out collections and cut down our time to get paid significantly.
• If you do have product type offerings, it's easy to setup individual products or an entire store.

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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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• More proactive and empowering role in merchant fee's and alternative processors. Transparency is challenging in understanding Paysimple's role and relationship to the processors.
• Identifying areas for further value to clients.
• More targeted small to mid-size business perspective to anticipate growth challenges and prevent blocks on funds for legitimate sales and growth.

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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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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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Authorize.net and a handful of other merchant processors and gateways. Most payment gateways (online portals to process payments) are rudimentary and not extremely intuitive. PaySimple is not and they are constantly coming up with new ways to improve upon an already very impressive platform.

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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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• Because we've got a really awesome rate with them it's definitely a positive ROI. I can't say what that figure is but it's pretty good. Also, our customers have a huge ROI over their prior way of getting payment from their customers.

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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