--- 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" publication_date: "2026-10-19" --- 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 October 19th, 2026 # Reviews of Netskope One Platform Ease of use 4.0 Customer Service 3.8 ## Pros and Cons in Reviews DR Daud R AnalystAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “Insightly provides a clean and intuitive platform for managing client relationships, projects, and business workflows in one place.“ August 17, 2026 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 DR Daud R AnalystAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “Integration with Microsoft 365 and other business applications helps improve productivity and collaboration across teams.“ August 17, 2026 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 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 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 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 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 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Daud R. Analyst Used the software for: Less than 1 year ### "Reliable CRM for Managing Client Relationships and Business Processes" August 18, 2026 4.0 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. Review Source CS Cerris S. Project Manager Used the software for: 1-3 years ### "Insightly Potrays Simplicity, Reliability and Accuracy" July 20, 2026 5.0 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. Review Source Founder and Financial Advisor Used the software for: 1-3 years ### "Worthy place to start...depends on what you need to finish" December 19, 2025 3.0 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. Alternatives considered [Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Netskope One Platform I started with Insighlty because it seemed easy to use, but ultimately switched to HubSpot for the integration features. Review Source Sai R. Client Project Manager Used the software for: Less than 1 year ### "Excellent CRM" July 20, 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 Used the software for: 1-3 years ### "Insightly is a great CRM Tool" August 4, 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 Used the software for: 1-3 years ### "Good for small company but not scaling tech companies!" January 13, 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 Operations & Training Manager Used the software for: 3-5 years ### "Insightly - We're Back Again" March 9, 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. 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. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons 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. Review Source JS Jonathan S. Executive Director Used the software for: 3-5 years ### "8- year customer still finding ways insightly can improve our efficencies " October 21, 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/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons 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 Nathalie H. Customer Care Manager Used the software for: 1-3 years ### "Useful & inexpensive CRM system for growing businesses" March 6, 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. 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. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Reasons 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. Review Source Director Operations Used the software for: 1-3 years ### "Customizing Insightly" October 18, 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. 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. 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/) Reasons for choosing Netskope One Platform functionality, customization and cost Review Source Director of Marketing and Business Development Used the software for: 3-5 years ### "Scalable CRM platform for businesses of all sizes" June 28, 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/) Reasons 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 Business & Marketing Coordinator Used the software for: 3-5 years ### "Allows us to grow into our needs" October 13, 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. Switched from Cardscan was outdated and no longer able to flex to our needs Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons 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 Manager Used the software for: 3-5 years ### "intuitive and easy to use" October 30, 2019 5.0 Pros easy to customise pipeline, good online information support Cons unable to customise reports to the extent we need Switched from [Wrike](https://www.capterra.com/p/76113/Wrike/) hunting for a product that could automate our reports 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/) Reasons for choosing Netskope One Platform price was very competitive initially Review Source Wil D. Owner and Chief Creative Designer Used the software for: 3-5 years ### "Good software that does the job well." August 29, 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 National Marketing Manager Used the software for: 3-5 years ### "Insightly is critical to our business" October 14, 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 Used the software for: 3-5 years ### "Insightly>Not just a CRM Tool but a Partnership" March 6, 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. Switched from Simplicity, internal adoption, load time. Reasons for choosing Netskope One Platform The Insightly group of people and the price. Review Source Chief of Staff Used the software for: Less than 1 year ### "Gaining Insight through your CRM using Insightly" March 13, 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 President Used the software for: 1-3 years ### "Insightly is the perfect CRM" October 27, 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. Switched from The others didn't do what we needed and were less flexible. Review Source Account Manager Used the software for: 1-3 years ### "Good Value for CRM Investment" March 6, 2023 5.0 Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients. Using Insightly to create reports and dashboards has been helpful to visualize our progress and successes. Pros This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful. Cons There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing. Reasons for choosing Netskope One Platform Cost and value for our investment Review Source MF Megan F. Concierge Used the software for: Less than 1 year ### "Clean and straight forward data" October 13, 2022 5.0 Insightly has done an exceptional job of creating a welcoming culture by hosting informative webinars. The Insightly team is informed and helpful, and most importantly professional with their delivery. Pros I appreciate the ease of workflow and clean data organization and presentation. Cons Limited when tailoring list views per user. Switched from [Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) The easy customization of Insightly. Reasons for choosing Netskope One Platform The app was a very big draw. We need to implement the use more. Are there advancements in store for usability and tailored down page views? Review Source Director Used the software for: 3-5 years ### "Insightly - Punching above its weight" November 30, 2018 5.0 We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity. Pros We have been using Insightly for many years and have seen it grow. While there is now a lot of very advanced functionality on it, the application is still simple and intuitive to use. It still appeals to small businesses but at the same time has a lot of functionality that you would expect on a much larger CRM system. For example it is possible to create custom objects and pages in order to adapt Insightly to your business' needs. There is a an API that allows for integrations with other applications and a workflow module to apply longer running processes. Cons Insightly started out targeting smaller businesses but can see the value in larger paying clients. As such the development contributions made to the lower tier subscriptions appear to be lacking. There has been a lot of new functionality aimed at the higher subscriptions whereas a few smaller but obvious wins have been ignored. This irritates the longer term loyal but smaller client base. Review Source Daniel J. Accountant Used the software for: 3-5 years ### "Great CRM system on a budget" September 20, 2022 5.0 It was a great to use Insightly and it helped the business to grow in the early days. Pros I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few we looked at, it provides all we need for CRM software. Cons I found the recurring tasks and using the pipelines a bit cumbersome and in the end, we opted for an industry-specific software with many automations of tasks and links with many third-party systems, like HMRC and Companies House in the UK Reasons for choosing Netskope One Platform The free version with project management was the best solution for us. Review Source Account Executive Used the software for: Less than 1 year ### "Best CRM" March 14, 2023 5.0 Pros Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages. Cons The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source Tracey M. Professional Freelancer Used the software for: 3-5 years ### "Insightly has awesome customer support and works well for a with 3 remote locations" March 13, 2018 5.0 Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check out their own forums of customer support, and social media sites to see what other customers have had to say about the software. Pros It is easy to have three branches of a business integrated into insightly in a relatively seamless way. It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today. They have used customer support extensively and appreciate their dedication to the product. Cons Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from Review Source CL Chrisarn L. Marketing Officer Used the software for: 1-3 years ### "Insightly's Features are Incredible, Making It a Top Solution" May 1, 2024 5.0 Pros This customer relationship management software has been functioning brilliantly. I like how Insightly has been reliable and easy to implement. Cons Insightly has been sensational. I do not dislike Insightly at all. Review Source 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.