The email system is really poor with no hard integration just a forwarding system that doesn't really cut the mustard.

If you have a problem with Insightly, it will likely not be fixed.

I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

The software graphics were somewhat childish initially, but they have updated the graphics over time.

We are still in the trial process, I couldn't find much things to dislike. Maybe pricing should be more flexible in terms of the needed features.

Had all the Crm and database features you could want. Good training and onboarding process and good pricing.

The lack of customer service is what lost them the sale.

Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate.

In short I would say all these features are good enough to maintain my workflow in a very stunning way.

How can you call yourself Customer Relationship Management if you can not manage email communication. Finally, beware the have a no refund policy.

You need to watch it first their tutorial if beginner because you might confuse while using it.

With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business.

The drag and drop functionality seems a little more difficult than say other similar drag and drop functions like Tableau.

It was functional after frustration because of lack of support.

It is quite pricey for the intended market and the lack of office integration is a no no.

I like how easy it is to integrate Insightly with other software that I use, like Google Apps. This makes messaging easy.

It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.

So i got charged instantly with even having a trial which seems a very odd way to go about things in my opinion.

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team.

To make it worse, Insightly has very weak customer service. You don't hear back from them for 24 hours and even then they use a help service that is full of noise and hard to follow.

In general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing.

It has allowed us to successfully  engage  our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

I liked that it was easy to search for our clients, but that was less easy after they did the big overhaul of the software.

Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary).

Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment.

I evaluated around ten other project management tools before selecting Paymo. Tech support is friendly and responsive.

It's easy to use the product because of a nice user interface.

What do I like best - the value. When searching for a solution Paymo offered the most for the least and has been continuously working to improve the APP.

When I tell people about Paymo, they immediately think it's a financial tool, not a project management tool, based on the name. I would hate for this to hold Paymo back in the market.

As paymo also support kanban boards I want to check them out, Tha additional time tracking is really a good and nice option.

The ease of use and ability to switch views of dashboards, tasks is great. The functionality of tracking time without using a third-party tool is also great.

I think it's great that they give you up to 1GB of storage for free and up to 50GB for their first level of pricing.

Besides being one of the most intuitive layouts it has integrated seamlessly with my work flow and is extremely effective and simple to use.

Very friendly and personal customer service. Good value for the money.

Support has been excellent in the few times I have had to contact them, &  I have enjoyed implementing the service as the hub for my project management needs.

There is a  very good thing about Paymo for nonprofits organizations - it is  a 50% discount.

Not less important is the ability to produce smart time reports I send to my clients and get paid by. Half of my tasks are in Hebrew, and Paymo works just great with RTL languages.

Overall Paymo is the best task managing platform I've used. It's clean, simple and user friendly.

It is important to note that Paymo isn't idle in enhancing its software. Not only that, but new features are thoughtful and integrated seamlessly with the tool.

I enjoy the ease of use and accuracy that this software implements.

What I would like to highlight is the ease of the interface and the options it has.

We also really appreciate the Help Center (the attention to detail and clear explanations have been very useful) and customer support.

I have been using Paymo for 8+ years, software is fantastic but what makes the actual difference is the tech-support.

Awesome issue management software with good time tracking.

Meets what I need perfectly. I see that they are always updating, adding or improving the functionalities, and the support is always good, with quick responses.

I guess my biggest dislike is the new timesheets view, the hitboxes on the time entries seem to be slightly out of sync with the visual modules.

It is really easy to use, very easy to keep an eye on the team, and extremely useful in keeping track of all the work that the team does.

US Dollar

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.  

LongDescription

File Management

Commenting/Notes

Third-Party Integration

Real-Time Analytics

Cataloging/Categorization

Project Workflow

Forecasting

Business Card/Badge Scanning

Status Tracking

Internal Chat Integration

Project Templates

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Progress Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Calendar/Reminder System

Project Planning/Scheduling

Task Planning

Gantt/Timeline View

Lead Distribution

Projections

Pipeline Management

Customer Database

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Customer Support

Graphical Data Presentation

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Real Time Data

Performance Metrics

Routing

Territory Management

Dynamic Modeling

Shared Contacts

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Source Tracking

Project Tracking

Percent-Complete Tracking

Event Triggered Actions

Visual Analytics

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Data Visualization

Reminders

Modeling & Simulation

Reporting/Project Tracking

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Real Time Reporting

Kanban Board

Customizable Branding

To-Do List

Commission Management

Goal Setting/Tracking

Web browser (OS agnostic)

Free: 
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Insightly

Live Online

Webinars

Documentation

Videos

Paymo is a work and project management software for small teams of up to 20 people. This solution supports remote work and offers project planning, resource scheduling, team collaboration, file proofing, time tracking, and project invoicing within a single suite.

Its project management features enable you to create projects, add tasks with multiple assignees, and save them as a template for later use. Then, you can monitor the project progress (time tracked vs. initial budgets) and manage work through one of the four different task views: List, Table, Board, Calendar, and Gantt Chart.

Paymo also has a built-in timer, desktop and mobile apps, and accurate timesheets that provide a window into your productivity. Data can be exported later as time reports and shared with your clients for extra transparency.

The project accounting functionality to track expenses, create automated client invoices,  transform proposals into projects, and get paid online will serve you well in keeping your financials close and making sure you get paid on time.

Paymo offers three paid plans and a free plan as well.



Milestone Tracking

Bar Chart

Electronic Payments

Invoice History

Billable Items Tracking

Time Tracking

Timer

Real Time Monitoring

Single Sign On

Project Billing

Credit Card Processing

Invoice Management

Portfolio Management

Timesheet Management

Project Management

Time Tracking by Client

Communication Management

Resource Management

Project Scheduling

Multiple Projects

File Transfer

Project Time Tracking

Hourly Billing

Online Invoicing

Capacity Management

Time Tracking by Project

Agile Methodologies

Resource Scheduling

Client Portal

Traditional Methodologies

Task Editing/Updating

Invoice Creation

Time & Expense Tracking

Estimating

Free - basic tools for personal use (maximum 1 user);
Starter - complete suite for freelancers (maximum 1 user): $5.95/user/month;
Small Office - for small teams & departments: $11.95/user/month;
Business - for medium & large teams: $24.95/user/month;
Discounted pricing available for annual billing.

Insightly vs Paymo

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