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Customer Success Software that Integrates With Paymo

Paymo is a platform for teams to manage their projects from start to finish. Paymo bundles online project management, time tracking, and invoicing into one application. It is designed for both businesses and freelancers.

Paymo features include:

  • Project management
  • Team collaboration
  • Time tracking
  • Timesheet reports
  • Invoicing and Estimates

How to Connect Paymo and Akita

Step 1

Step 1

Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.

Step 2

Step 2

Click the Connect Provider button.

Paymo

Step 3

Select Paymo from the list of available integrations.

step 4

Step 4

Fill in the form to complete the connection. For this, you will need your API Key from your Paymo account.That’s it – all done!

Your Paymo Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Paymo data.
  • This data will appear alongside all your other customer interactions for a 360° view.

  • Segment your accounts based on data from your Paymo account, and from your other business tools.

  • Define lifecycle stages and make sure customers stay on track.

  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.