--- title: "Netskope One Platform Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Netskope One Platform Software - reviews, pricing plans, popular comparisons to other Cloud Access Security Broker (CASB) products and more." source_url: "https://www.capterra.com/p/130671/Insightly/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Netskope One Platform Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Netskope One Platform ## What is Netskope One Platform? Netskope One Platform is a cloud-native solution that combines networking and security services into a single system. Organizations use it to manage secure access, protect data, and defend against threats across users, devices, and cloud environments from one console. Netskope One Platform includes tools for zero trust network access, secure web gateway, cloud access security, firewall, and data loss prevention. It also provides visibility into user activity and risk across applications and infrastructure. The platform suits midsize to large businesses in industries such as finance, healthcare, retail, and technology, particularly those managing distributed workforces or complex cloud environments. ## What is Netskope One Platform used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Task Management](https://www.capterra.com/task-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 656 user reviews Reviews sentiment Positive 79% Neutral 13% Negative 7% Pros & cons Practical for small businesses Comprehensive tracking capabilities Unresponsive customer support Limited email integration features Starting price $29 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Contact Management / 2025 - Lead Management / 2025 - Sales Force Automation / 2025 - Sales Forecasting / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Netskope One Platform?[Manage this product listing](https://www.g2.com/products/netskope-one-platform/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Netskope One Platform 4.0 (656) VS. [4.5 (4,493)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $29 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (604) Ease Of Use 4.4 (4,394) Value For Money 4.0 (466) Value For Money 4.3 (3,522) Customer Service 3.8 (455) Customer Service 4.4 (3,532) ## Netskope One Platform alternatives [4.4 (19,024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (7,010)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (745)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,341)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/130671/Insightly/alternatives/) ## FAQs about Netskope One Platform Overview ### What problems does Netskope One Platform solve? Netskope One Platform solves scattered customer records, disconnected sales pipelines, and manual project follow-up by linking contacts, organizations, emails, opportunities, tasks, and project stages in one workspace. Sales teams, account managers, consultants, and small business operators benefit from clearer client histories, assigned next steps, pipeline reporting, and coordinated delivery work. Answer based on 342 reviews Overview ### Which roles and teams benefit most from Netskope One Platform? Netskope One Platform is most used by business owners, CEOs, presidents, and founders who need visibility into organizational activity and security priorities. Operations, office, and project managers use it to support daily processes and coordinate teams, while sales, account, marketing, and business development teams manage client-facing work and access to business applications. Answer based on 586 reviews Overview ### What company size and industries is Netskope One Platform built for? Netskope One Platform is for fast-growing small businesses across verticals, with 82% of reviewers from small companies and Marketing and Advertising leading at 10%. The vendor positions it as a cloud-based CRM, while reviewer data also includes Computer Software and Management Consulting, each representing 7%. Answer based on 656 reviews Features and Usability ### What are the key features of Netskope One Platform? Netskope One Platform includes core sales pipeline management, lead management, contact management, and a contact database for tracking accounts, opportunities, and customer information. It also provides task scheduling and task progress tracking for follow-ups, plus reporting and analytics, data import/export, email management, and workflow management for operational oversight. Answer based on 55 reviews Pricing ### How much does it cost and what fees or limitations are included? Netskope One Platform starts at $29 per user/month, billed annually, for the Plus plan. Professional costs 49 per user/month and includes a free trial, while Enterprise costs 99 per user/month and requires contacting sales for details. The provided pricing lists no additional fees or feature limitations. Answer based on 177 reviews Integrations ### Which third-party tools and platforms does Netskope One Platform integrate with? Netskope One Platform integrates with Gmail, Mailchimp, Microsoft Outlook, Google Drive, Google Calendar, QuickBooks Online, Zapier, and PandaDoc. Its official integration catalog also includes Google Workspace, Okta, Microsoft Sentinel, ServiceNow IT Service Management, Splunk Enterprise, and SentinelOne Singularity Cloud Security for identity, security operations, and IT service workflows. Answer based on 173 reviews Getting Started and Support ### How easy is it to onboard and train a team on Netskope One Platform? Netskope One Platform offers in-person training, live online sessions, webinars, documentation, and videos for team adoption. Reviewers indicate that many users can learn core workflows quickly, while nontechnical staff and administrators may need more time for configuration, settings, and advanced features. Structured training helps teams address less intuitive areas. Answer based on 56 reviews Getting Started and Support ### What customer support options does Netskope One Platform offer, and how do users rate the experience? Netskope One Platform offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and 24/7 Live Rep. User feedback on support is mixed: some users describe quick, helpful responses and knowledgeable live assistance, while others report delayed replies, limited issue resolution, and difficulty obtaining effective technical help for complex problems. Answer based on 117 reviews Security ### How does Netskope One Platform handle data security and access control? Netskope One Platform protects information through role-based access controls that limit who can view data and make it available to necessary personnel. Reviewers also describe privacy-focused handling and secure internal data management. However, some report liberal or immature permission settings, with stronger controls requiring higher-priced plans and insufficient restrictions on data deletion. Answer based on 12 reviews ## Who uses Netskope One Platform? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Practical for small businesses 89% positive reviews out of 73 Most reviewers find professional use ideal for small organizations, offering affordable, scalable, and intuitive CRM features. Hanane M. Freelance, 1 employee. "Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth." Unresponsive customer support 41% negative reviews out of 100 Some users report customer support as slow, difficult to reach, and often unhelpful in resolving technical problems. Comprehensive tracking capabilities 88% positive reviews out of 48 Most users report tracking as straightforward, enabling efficient management of contacts, projects, and sales activities. Anonymous User Founder and Financial Advisor, 2 - 10 employees. "I liked how simple it was to connect related contacts and keep track of important life events and milestones." Limited email integration features 36% negative reviews out of 92 Some reviewers describe email integration as cumbersome, lacking automation, two-way syncing, and robust tracking options. Efficient team collaboration tools 97% positive reviews out of 34 Most reviewers describe team collaboration as streamlined, with easy task assignment and improved group productivity. Mark B. Owner Broker, 2 - 10 employees. "Good amount of Task Management Features and strong Team Collaboration features." Frequent bugs and glitches 89% negative reviews out of 45 Most users report bugs and issues, including slow performance, unresolved errors, and frustrating technical inconsistencies. ## Features AI summary Based on 14,838 Cloud Access Security Broker (CASB) reviews Not all CRM products cover every feature buyers care about most. Here is what reviewers highlight as essential when choosing a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Netskope One Platform includes **Customer Database** and **Real-Time Data**, giving teams a central place to store customer records and access up-to-date information for faster decisions. However, it does not offer **Data Security**. Instead, it provides other features that reviewers also rate highly, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize contact details, find records more quickly, and manage customer interactions more efficiently, allowing teams to stay informed and respond with better timing. Customer Database 4.5 (23) 78.26% of 23 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Contact Database 4.3 (80) 70.00% of 80 reviewers that rated this feature as important or highly important It gives you a centralized, easy-to-update place for all contact information, supporting seamless syncing and linking with organizations. Users think it’s simple to manage large volumes, customize fields, and keep everyone updated, but some want better search and interface improvements. Search/Filter 4.4 (18) 66.67% of 18 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.3 (83) 72.29% of 83 reviewers that rated this feature as important or highly important With this capability, you can easily organize, update, and categorize contacts, track interactions, and share updates across teams. Reviewers appreciate its user-friendly interface, customization options, and ability to link contacts to projects, though some mention occasional lag and search limitations. Lead Management 4.2 (89) 51.69% of 89 reviewers that rated this feature as important or highly important Netskope One Platform offers tools to track, update, and organize leads, helping you convert prospects efficiently. Some reviewers find it valuable for sales tracking and automation, though others mention it can feel basic or less user-friendly for some tasks. Sales Pipeline Management 4.1 (84) 54.76% of 84 reviewers that rated this feature as important or highly important You benefit from visualizing and customizing your sales pipeline, tracking progress, and adapting roles as projects advance. Reviewers indicate it’s helpful for monitoring sales stages and efficiency, but some feel it’s basic or want more customization. Netskope One Platform 125 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: It gives you a centralized, easy-to-update place for all contact information, supporting seamless syncing and linking with organizations. Users think it’s simple to manage large volumes, customize fields, and keep everyone updated, but some want better search and interface improvements. - Contact Management: With this capability, you can easily organize, update, and categorize contacts, track interactions, and share updates across teams. Reviewers appreciate its user-friendly interface, customization options, and ability to link contacts to projects, though some mention occasional lag and search limitations. - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Field Sales Management: Manage or track sales completed by field teams/employees - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Insurance Industry: Intended to be used by insurers - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Netskope One Platform offers tools to track, update, and organize leads, helping you convert prospects efficiently. Some reviewers find it valuable for sales tracking and automation, though others mention it can feel basic or less user-friendly for some tasks. - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Percent-Complete Tracking: Level of completion within a task - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prioritization: Arrange tasks based on the level of priority or urgency - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Tracking: Monitor the progress of projects from start to finish - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Tasks: Set the frequency of a task's occurrence - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: This aspect helps you generate, customize, and download reports for sales and performance tracking. Reviewers appreciate the ease of creating reports and dashboards, but some say cross-object reporting and free version options are limited. - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: You benefit from visualizing and customizing your sales pipeline, tracking progress, and adapting roles as projects advance. Reviewers indicate it’s helpful for monitoring sales stages and efficiency, but some feel it’s basic or want more customization. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Single Sign On: Allow users to access multiple services after entering their login credentials once - Statistical Analysis: Apply statistical/mathematical models to sets of data - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (572) 3.9 Based on 572 reviews ## Pricing Value for money 4.0 (466) Free Trial [View pricing plan details](https://www.capterra.com/p/130671/Insightly/pricing/) Plus $29.00 Per User,Per Month It includes: - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Built-in Business Intelligence Dashboards - Calendar and Docs - Calendar and Onedrive - Calendar Sync - Calendar Synchronization - Cloud File Storage Integration - Configurable Project Processes - Configurable Reports - Contact and Organization Management - Contact Sync - Customizable Sales Processes - Customized Report Scheduling and Emailing - Email Templates - Gmail Integration - Insightly Gmail Add-on - Insightly Outlook Add-on - Integrated Project Management - Integration With Google G-Suite Login - Integration With Microsoft Office 365 Login - Lead Management - Mass Emailing - Milestones and Associated Task Tracking - Mobile Contact and Calendar Integration - Mobile Voice Notes - Opportunity Management - Outlook Integration - Over 250 Integrations to Business Apps - Published Web Services AP - Real-Time Mobile Data Synchronization - Relationship Linking - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Visualize Leads With Kanban - Web to Lead Capture Professional $49.00 Per User,Per Month It includes: - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Visualize Leads With Kanban - Web to Lead Capture - Opportunity Management - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Build and Share Customized BI Dashboards - Built-in Business Intelligence Dashboards - Calendar and Disintegration With Microsoft Office 365 Login - Calendar and Onedrive - Calendar Synchronization - Cloud File Storage Integration - Complete Workflow Automation - Configurable Project Processes - Configurable Reports - Configurable Webhooks - Contact and Organization Management - Contact Sync - Customizable Sales Processes - Customized Report Scheduling and Emailing - Custom Object Creation - Email Templates - Gmail Integration - Insightlygmail Add-on - Insightly Outlook Add-on - Integrated Project Management - Integration With Google G-Suite Login - Lead Assignment and Routing - Lead Management - Mass Emailing - Milestones and Associated Task Tracking - Mobile Contact and Calendar Integration - Mobile Voice Notes - 100 Customizable Insight Cards - Outlook Integration - Over 250 Integrations to Business Apps - Published Web Services Apocenter Sync - Real-Time Mobile Data Synchronization - Relationship Linking - Schedule Outbound Emails Enterprise $99.00 Per User,Per Month It includes: - Published Web Services AP - Real-Time Mobile Data Synchronization - Relationship Linking - Schedule Outbound Emails - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Unlimited Customizable Insight Cards - Visualize Leads With Kanban - Web to Lead Capture - Over 250 Integrations to Business Apps - Outlook Integration - Opportunity Management - Mobile Voice Notes - Mobile Contact and Calendar Integration - Milestones and Associated Task Tracking - Mass Emailing - Lead Management - Lead Assignment and Routing - Lambda Function Authoring and Execution - Integration With Google G-Suite Login - Integrated Project Management - Insightly Outlook Add-on - Insightlygmail Add-on - Gmail Integration - Email Templates - Dynamic Page Layout Rules - Custom Validation Rules - Custom Object Creation - Customized Report Scheduling and Emailing - Customizable Sales Processes - Contact Sync - Contact and Organization Management - Configurable Webhooks - Configurable Reports - Configurable Project Processes - Complete Workflow Automation - Cloud File Storage Integration - Calendar Synchronization - Calendar Sync - Calendar and Onedrive - Calendar and Disintegration With Microsoft Office 365 Login - Calculated Fields on Any Object - Built-in Business Intelligence Dashboards - Build and Share Customized BI Dashboards - Batch Update Records With Ease - Automatic Social Profile Enrichment - Automatic Duplicate Detection - Attach Files From Cloud Storage - Assign Sales Teams - Apply Task and Event Activity Sets Value for money 4.0 (466) 4.0 Based on 466 reviews ## Integrations [ Okta](https://www.capterra.com/p/119653/Okta/)[ Splunk Enterprise](https://www.capterra.com/p/94317/Splunk/)[ ServiceNow IT Service Management](https://www.capterra.com/p/152874/ServiceNow-Knowledge-Management/)[ Microsoft Sentinel](https://www.capterra.com/p/219068/Azure-Sentinel/)[ SentinelOne Singularity Cloud Security](https://www.capterra.com/p/10109570/SentinelOne-Singularity-Cloud-Security/)[ Microsoft Project Server Subscription Edition](https://www.capterra.com/p/238840/Project-Server/)[ CheckPoint](https://www.capterra.com/p/252289/CheckPoint/)[ Fraud Protection](https://www.capterra.com/p/179648/Secure-Bank/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (455) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (455) 3.8 Based on 455 reviews ## User reviews Overall rating 4.0 Based on 656 reviews Filter by rating Counts reflect reviews available in this feed. 5(237) 4(281) 3(88) 2(20) 1(30) Mentioned topic Recent reviews first, then most helpful Daud R. Analyst Used the software for: Less than 1 year ### "Reliable CRM for Managing Client Relationships and Business Processes" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 August 18, 2026 Overall, Insightly has been a positive CRM solution for our organisation. It has helped us centralise client information, manage opportunities more effectively, and improve visibility across projects and customer interactions. The user interface is straightforward, making it easy for team members to adopt, while the range of features supports both sales and operational processes. Although there are areas where reporting and automation could be more advanced, Insightly offers strong value for money and has become an important part of our daily operations. Pros Insightly provides a clean and intuitive platform for managing client relationships, projects, and business workflows in one place. The ability to link contacts, organisations, opportunities, and projects helps maintain a complete view of client interactions. The reporting and customisation options are also useful, allowing us to tailor the system to suit our business processes. Integration with Microsoft 365 and other business applications helps improve productivity and collaboration across teams. Cons Some advanced customisation and reporting features have a learning curve and can take time to configure correctly. Certain automation and workflow functions are not as flexible as some higher-end CRM platforms, and performance can occasionally slow down when working with large amounts of data. CS Cerris S. Project Manager Used the software for: 1-3 years ### "Insightly Potrays Simplicity, Reliability and Accuracy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 20, 2026 My overall experience with Insightly is exceptional. Insightly is a poweful and reliable tool that gives us value for money. Pros The user interface of Insightly is friendly and easy to navigate. It is an effective and reliable customer relationship management tool that streamlines task management. Cons When it comes to using Insightly, I do not encounter problems. Insightly has exceptional capabilities. FA Founder and Financial Advisor Founder and Financial Advisor Used the software for: 1-3 years ### "Worthy place to start...depends on what you need to finish" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 December 19, 2025 Overall, the challenges I encountered may not apply to everyone, and it was a solid platform for getting started. However, as my business grew, it did not scale in the way I ultimately needed. I operate in a highly regulated environment, which requires more robust capabilities as complexity increases Pros I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option. I liked how simple it was to connect related contacts and keep track of important life events and milestones. Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients. Cons The integrations with other applications wasn't as strong as I was looking for at the time. I run an operation with less than 5 people and we use a lot of outside applications for our business to run and it did not play well with them or not at all. This is something that has probably grown over time, but it did not happen in time for me to find another platform that did it much better. Sai R. Client Project Manager Used the software for: Less than 1 year ### "Excellent CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 20, 2023 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 CD Christina D. Administrator Used the software for: 1-3 years ### "Insightly is a great CRM Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 4, 2023 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. Peter W. Sales Analyst Used the software for: 1-3 years ### "Good for small company but not scaling tech companies!" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 January 13, 2025 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 O& Operations & Training Manager Operations & Training Manager Used the software for: 3-5 years ### "Insightly - We're Back Again" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 9, 2023 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. JS Jonathan S. Executive Director Used the software for: 3-5 years ### "8- year customer still finding ways insightly can improve our efficencies " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 21, 2022 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. Nathalie H. Customer Care Manager Used the software for: 1-3 years ### "Useful & inexpensive CRM system for growing businesses" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 6, 2023 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. DO Director Operations Director Operations Used the software for: 1-3 years ### "Customizing Insightly" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 October 18, 2022 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. [View all Reviews](https://www.capterra.com/p/130671/Insightly/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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