Case Study: Cathexis Partners achieves efficient remote project management and robust time reporting with Paymo

Cathexis Partners - Customer Case Study

Cathexis Partners, founded in 2008, is a web design, development and support firm focused on helping nonprofits with CRM/CMS implementations, fundraising technology and ongoing IT and project management services. With three partners and a distributed team of over 30 consultants working remotely, Cathexis manages more than 200 active clients and over 250 projects—creating a challenge to track who is doing what, keep projects on schedule, and maintain transparent client billing. To address this, they adopted Paymo’s project management and time‑tracking platform.

Using Paymo, Cathexis implemented task lists, editable task notes, shared discussions and file areas, reusable project templates, and flexible time‑entry notes and reporting. Paymo gave the team real‑time visibility into who’s working on which project, streamlined onboarding and task assignment with templates, and enabled detailed, client‑ready time and billing reports—helping them manage 250+ projects with a team of fewer than 35 and keep client rates down through more efficient tracking and reporting.

Cathexis Partners

Jon Reich

Partner