Paymo for Sales CRM App

About Paymo

Paymo is an online project management application dedicated to freelancers and small & medium businesses (SMBs) from industries like Web Design & Development, Creative Agencies, Software & IT Services, Architecture & Construction, Legal Services, MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. & Social Media and Business Consultants.

The main focus of the app is to help teams with task management, resource scheduling, collaboration, time management, and project accounting – allowing you to manage projects from start to finish.

The project management features enable you to create tasks, group them into task lists, set due dates, priorities & milestones, assign them to users, and get a visual overview of your team’s progress with Kanban boards, Gantt charts, and Team Scheduling.

You can track time using mobile, desktop and online timers or simply add time entries manually from the Timesheet section.

Once your work is done you can go ahead and invoice your clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer., add unexpected expenses or create estimates for future projects.

Paymo Integration with Pipeliner CRM

Business professionals that want to integrate Paymo with Pipeliner CRM like that Pipeliner’s native integration give them the power to sync all dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning., connect deeply, and configure flexible workflows. With Pipeliner, organizations can:

  • Create custom workflows
  • Receive hands-on support for ensured success

See how Pipeliner’s enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.-scale API integration platform can transform your business. Request a demo today of Paymo integration and automation.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..