--- title: "Netskope One Platform Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Netskope One Platform the right Cloud Access Security Broker (CASB) solution for you? Explore 656 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/130671/Insightly/reviews/" page_type: "reviews" language: "en" --- Netskope One Platform 4 (656) [View alternatives](https://www.capterra.com/p/130671/Insightly/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 4th, 2026 # Reviews of Netskope One Platform Ease of use 4.0 Customer Service 3.8 ## Pros and Cons in Reviews WA Wilcox A Managing SolicitorLegal Services, 51 - 200 employeesUsed the software for: 6-12 months. “We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.“ September 20, 2024 John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “The integrations with other applications wasn't as strong as I was looking for at the time.“ December 16, 2025 John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients.“ December 16, 2025 JK Jamie K Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields.“ May 6, 2024 PC Piergiorgio Tamiazzo C Project ManagerIndividual & Family Services, 11 - 50 employeesUsed the software for: 1-2 years. “It is an effective and reliable customer relationship management tool that streamlines task management.“ July 19, 2026 Jake L Global Marketing ManagerTransportation/Trucking/Railroad, 11 - 50 employeesUsed the software for: I used a free trial. “It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer“ April 4, 2024 John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “I liked how simple it was to connect related contacts and keep track of important life events and milestones.“ December 16, 2025 JK Jamie K Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data.“ May 6, 2024 ## Showing most helpful reviews Showing 1-25 of 656 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Sai R. Client Project Manager Internet Used the software for: 6-12 months ### "Excellent CRM" July 19, 2023 5.0 Our team’s experience with Insightly has been stellar Pros Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses Cons Some features and functionalities with customizable fields are limited when compared to other CRMs Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/) Customer support and service Review Source CD Christina D. Administrator Marketing and Advertising Used the software for: 1-2 years ### "Insightly is a great CRM Tool" July 31, 2023 4.0 Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. Pros Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. Cons The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed an actual database that information could be extracted from and put into report form when needed. Insightly has allowed that. Review Source Peter W. Sales Analyst Financial Services Used the software for: 1-2 years ### "Good for small company but not scaling tech companies!" January 12, 2025 3.0 It worked when we were a small company, but as we scaled it became worse. Pros Highly customisable and cheap CRM to set up. Cons Problematic to use and lacks of automation and integrations Review Source NG Natalie G. Operations & Training Manager Construction Used the software for: 2+ years ### "Insightly - We're Back Again" March 8, 2023 5.0 We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well. Pros The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use. Cons The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Netskope One Platform Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/) We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left. Review Source JS Jonathan S. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "8- year customer still finding ways insightly can improve our efficencies " October 20, 2022 5.0 Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at. Pros CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes. Cons The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)[Bloomerang](https://www.capterra.com/p/131207/Bloomerang/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/) Reason for choosing Netskope One Platform The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool. Review Source NH Nathalie H. Customer Care Manager Automotive Used the software for: 1-2 years ### "Useful & inexpensive CRM system for growing businesses" March 3, 2023 3.0 Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience. Pros It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company. Cons Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Netskope One Platform Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful. Switched from [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place. Review Source AK Anne K. Director Operations Professional Training & Coaching Used the software for: 1-2 years ### "Customizing Insightly" October 17, 2022 4.0 I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business. Pros That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive. Cons Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved. Alternatives considered [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Reason for choosing Netskope One Platform functionality, customization and cost Switched from [Act!](https://www.capterra.com/p/175860/Act/) Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh. Review Source VR Verified Reviewer Director of Marketing and Business Development Construction Used the software for: 2+ years ### "Scalable CRM platform for businesses of all sizes" June 27, 2022 5.0 Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform. Pros I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right. Cons I think it is kind of expensive per user. I would like to see a lower monthly cost per user. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Netskope One Platform Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need. Review Source MG Michelle G. Business & Marketing Coordinator Primary/Secondary Education Used the software for: 2+ years ### "Allows us to grow into our needs" October 11, 2022 5.0 Great! It suits our needs perfectly. Pros It can be used in simple form or allows us to enable more features as our needs grow. Cons There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Netskope One Platform Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process. Review Source Carolyn S. Manager Fund-Raising Used the software for: 2+ years ### "intuitive and easy to use" October 29, 2019 5.0 Pros easy to customise pipeline, good online information support Cons unable to customise reports to the extent we need Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Netskope One Platform price was very competitive initially Switched from [Wrike](https://www.capterra.com/p/76113/Wrike/) hunting for a product that could automate our reports Review Source WD Wil D. Owner and Chief Creative Designer Marketing and Advertising Used the software for: 2+ years ### "Good software that does the job well." August 26, 2023 4.0 It was the first CRM I used and I had a good experience using it. Pros I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software. Cons As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need. Review Source SC Shelley C. National Marketing Manager Construction Used the software for: 2+ years ### "Insightly is critical to our business" October 11, 2022 4.0 For a small to medium sized business Insightly is a great as it has entry level options to get you started. Pros As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions Cons Once things are set up the system is good, but like any system its only as good as the information you put into it. We have the hang of it now and it's working well. Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes to reporting. Review Source AL Amber L. Project Manager Utilities Used the software for: 2+ years ### "Insightly>Not just a CRM Tool but a Partnership" March 3, 2023 5.0 The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one! Pros First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs. Cons Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization. Reason for choosing Netskope One Platform The Insightly group of people and the price. Review Source VR Verified Reviewer Chief of Staff Professional Training & Coaching Used the software for: 6-12 months ### "Gaining Insight through your CRM using Insightly" March 10, 2023 4.0 Pros I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team. Cons There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost. Review Source MH Matt H. President Information Technology and Services Used the software for: 1-2 years ### "Insightly is the perfect CRM" October 24, 2022 5.0 We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across many different industries. We don't have any reason to look elsewhere and are very pleased with Insightly. Pros First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere. Cons Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself. Review Source KW Kenneth W. Account Manager Renewables & Environment Used the software for: 2+ years ### "Great CRM" October 11, 2022 5.0 I love the Insightly CRM. It works incredibly well for me, and it makes my work much easier. Pros I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer receives. Cons The search feature can sometimes be a little finicky when you are trying to search for a very particular project. This is probably the biggest issue that I run into on a daily basis. Review Source VR Verified Reviewer Broadcast Media Used the software for: ### "Great program that can sometimes be "An un-tappable resourse!" November 16, 2014 3.0 We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit: When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly! One should be able to set a "Default Country." Entering United States every time gets tedious! On other CRM programs, I can enter a contact once and, if there is another person from that same company, I can choose to retain the information and simply change the name and e-mail address. Not so with Insightly! You have to re-enter ALL of the info for each contact! Upon entering the program, Insightly proudly announces that they have teamed-up with "Microsoft One drive" and Google "Whatever." I'm older but not that far gone, yet I haven't a CLUE as to what these programs are and how to use them! Finally, the big frustration: How does a task differ from an event differ from a meeting differ from notes? Now, don't get me wrong, the Insightly team always returns my e-mail questions promptly but, how many times can I do that in one day? There really needs to be a manual (not videos!) for this stuff! I looked for an "Insightly For Dummies" book on Amazon but there isn't one. This CRM is obviously geared towards twenty-something's and not us older folks.. And yet, we outnumber them and in many cases make more $$$ than them! Are you listening Insightly? Pros Inexpensive with basic functions that are easy to use Cons No easy way to get answers to questions Review Source Response from Insightly November 19, 2014 We'll pass the feedback on entering data on to our product group. With regards to tutorial information to help you get started we have a number of resources for first time Insightly users -- many of them are on our resources page on our website (www.insightly.com/resources). Our Getting Started Guide is a ebook on the resources page. Our our online knowledgebase has great FAQs (i.e. what are tasks and how do I use them?) and short 3-4 min tutorial videos (Insightly University). You can access our online knowledgebase at help.insightly.com (and there is also a link to our knowledgebase from our resources page). Also if you are a paid customer we offer phone based '1 on 1 Help to Get You Started' (www.insightly.com/pricing). On a positive note, I'm glad that you are pleased with the response from our support team. With regards to age, the bulk of our users are in the 35-50 range so we welcome users of all ages :>) Hope this helps. Susan A. Sr. Manager-Business Operations Information Technology and Services Used the software for: 1-2 years ### "A reliable and completely user-friendly tool with immense productivity." July 24, 2019 5.0 Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. 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. Pros Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools. Cons Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine. Review Source Response from Insightly August 16, 2019 Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :) LA Luis A. Sales Manager Educational Products Education Management Used the software for: 2+ years ### "A versatile CRM Tool" August 30, 2024 4.0 By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication. Pros Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs. Cons The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports. Review Source Mathew W. Executive Vice President Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Highly customizable and advanced CRM tool with easy to navigate features. " July 30, 2019 5.0 Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features. Pros Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements. Cons From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required. Review Source Response from Insightly August 9, 2019 Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team. I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down. Austin T. Manager of Information Systems Marketing and Advertising Used the software for: 1-2 years ### "Constantly Evolving CRM" June 3, 2021 4.0 My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functionality into Insightly and a lot of times there are things that simply can't be done due to system limitations. Pros What I like most about Insightly is its simplicity. It's rather easy to get up and going with it. It's also easy to train new users on the system. Cons I find that Insightly hasn't fully developed their developer-centric features. I do have to say though that they are always working on improving in this area, but coming from a Salesforce background I find that there is quite a bit lacking. In Insightly's defense, they simply haven't been around long enough or had enough time to build up to the technical capabilities that something like Salesforce has. Review Source vC victoria C. assistant Education Management Used the software for: 2+ years ### "A CRM that makes the difference in the organization!" November 22, 2022 5.0 now we are more organized, we answer our consultations faster because of having everything in the same place! Pros the product is super easy to use, the reports are great and can be customizable and it centralizes all the information in one same place Cons sometimes you have to login several times a day because if you do not use it for a while, it logsout you Review Source VR Verified Reviewer Senior Sales Representative Packaging and Containers Used the software for: 2+ years ### "Great economical CRM with custom automations and 3rd party integration" March 11, 2023 4.0 Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise. Pros Custom automations, 3rd party integration Cons Last of a robust phone system integration and the last of a prospecting module Review Source EP Elizabeth P. Senior Customer Care Specialist Civil Engineering Used the software for: 1-2 years ### "Good for a small company" May 30, 2024 4.0 Pros I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects. Cons There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries Review Source VR Verified Reviewer Director of Mission Engagement Used the software for: 2+ years ### "Great Software, Easy Too Use, Needs more Features" October 13, 2017 5.0 We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program. Pros The ease of use means a short learning curve when introducing it to new staff members. I specifically like the integration with Gmail to be able to add relevant connections from email with one click. Projects are a great way to track contacts and add comments and attachments to have all the relevant history of a specific project in one place. Cons It is very sales driven, and works for that capacity. I was using it as a non-profit, tracking volunteers and donors, and so I needed to "back door" some of the features to work for my uses. I wish the tagging features had sub-tags to help sort a bit better without having so many top level groups of tags. Review Source Response from Insightly October 16, 2017 Thank you for the great review! We appreciate your feedback on your use case as a non-profit. Our Customer Success team put together this great webinar to learn more about how to manage your non-profit's activities with Insightly should you need more ideas: https://support.insight.ly/hc/en-us/articles/220630127-Recorded-Webinar-Do-More-Good-Spend-More-Time-Growing-your-Non-Profit. Thank you! The Insightly Team Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.