--- title: "Netskope One Platform Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Netskope One Platform. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Netskope One Platform is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/insightly-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/) / [Netskope One Platform](https://www.softwareadvice.com/product/2667-Insightly/) / Netskope One Platform Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/product/2667-Insightly/) Reviews [Alternatives](https://www.softwareadvice.com/product/2667-Insightly/alternatives/) # Netskope One Platform User Reviews ## Reviews summary - Overall rating: 4.0/5 - Total reviews: 656 ### Secondary ratings - Ease of use: 4.0/5 - Customer support: 3.8/5 - Value for money: 4.0/5 - Functionality: 3.9/5 ### Rating distribution - 5 stars: 247 reviews (38%) - 4 stars: 273 reviews (42%) - 3 stars: 87 reviews (13%) - 2 stars: 19 reviews (3%) - 1 star: 30 reviews (5%) ### Most mentioned pros - I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects. - The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. - The user interface of Insightly is friendly and easy to navigate. ### Most mentioned cons - It worked when we were a small company, but as we scaled it became worse. - Problematic to use and lacks of automation and integrations - I found it to be out of my budget and not very helpful. ## Netskope One Platform customer reviews Showing reviews 1-25 of 656 (page 1). ### Insightly : a good option to start with cloud based CRMs for Small businesses - Overall rating: 4/5 - Reviewer: Tarek B. - Verified reviewer: Yes - Industry: Management Consulting - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: October 2021 - Review source details: This review was submitted organically. No incentive was offered Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Functionality: 4/5 #### Pros Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform. #### Cons It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams. #### Reasons for choosing Netskope One Platform In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM. --- ### Insightly is a modern CRM - Overall rating: 4/5 - Reviewer: Mark B. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. I found it to be out of my budget and not very helpful. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros It offers very good Security, has a fair Value for Money for individuals and teams. Good expensive Customer Support if needed. Good amount of Task Management Features and strong Team Collaboration features. #### Cons Customer support for individuals is all by email, or text. Guided Onboarding or Live support available at $1500 to $3000 for Premier Support. The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. #### Reasons for choosing Netskope One Platform in Insightly was pretty good at this and looked easier to use. --- ### Good tool but there are better - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Management Consulting - Company size: 1001-5000 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### Pros Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well. #### Cons customisations could be improved and customer support. --- ### Worthy place to start...depends on what you need to finish - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 2/5 #### 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. #### 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. --- ### Insightly Potrays Simplicity, Reliability and Accuracy - Overall rating: 5/5 - Reviewer: Piergiorgio Tamiazzo C. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered My overall experience with Insightly is exceptional. Insightly is a poweful and reliable tool that gives us value for money. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Insightly developed to enhance our feeds - Overall rating: 4/5 - Reviewer: Denise W. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature. #### Cons In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it. #### Reasons for switching to Netskope One Platform As was previously said, Insightly is a fantastic customer relationship management system designed for use by businesses who wish to efficiently arrange their tasks. Two years ago, we made the switch to Insightly and now we can monitor the status of all of our projects, view their schedules, and generate fresh reports. --- ### Affordable CRM with the features you need - Overall rating: 5/5 - Reviewer: Jennifer W. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The ease of onboarding & use. Ability to customize without having to use a developer #### Cons Nothing. All the features we needed, Insightly has. #### Reasons for choosing Netskope One Platform Cost, features, willingness to sign a business associate agreement (healthcare) #### Reasons for switching to Netskope One Platform Affordability. Ease of customization --- ### A fairly reasonable CRM for a small business - Overall rating: 3/5 - Reviewer: Andrew E. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 4/5 #### Pros It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues. #### Cons The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services. #### Reasons for choosing Netskope One Platform We need something simple and easy to use. Many of the alternatives are not particularly easy to use and come with a hefty price tag. #### Reasons for switching to Netskope One Platform We needed something that was a little easier to use for some of the less technically able team members. #### Vendor response Hello Andrew, Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help. Replied August 2022 --- ### Brings all record-keeping together - Overall rating: 4/5 - Reviewer: Joshua K. - Verified reviewer: Yes - Industry: Utilities - Company size: 2-10 employees - Product usage: Used daily for free trial - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform. #### Cons The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add. #### Reasons for choosing Netskope One Platform Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up. #### Vendor response Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights! Replied December 2019 --- ### Insightly is a reasonable CRM with decent functions - Overall rating: 4/5 - Reviewer: David H. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: October 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 4/5 #### Pros Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize. #### Cons No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible. #### Reasons for switching to Netskope One Platform Zoho was hated by the sales guys, the UI was aweful and not easy to use. --- ### Decent CRM but requires discipline - Overall rating: 4/5 - Reviewer: Jamie K. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools. #### Cons The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics. #### Reasons for switching to Netskope One Platform This was before my time, so I’m not sure. #### Vendor response Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or Growth@insight.ly with discuss. Replied May 2024 --- ### Insightly Works GREAT for our Org - Overall rating: 5/5 - Reviewer: Nancy S. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission. #### Cons To get some of the features we are using today, the cost has increased significantly. #### Vendor response Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win! Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth. Replied April 2024 --- ### Insightly — Helpful and Informative - Overall rating: 4/5 - Reviewer: Alex M. - Verified reviewer: Yes - Industry: Publishing - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each department to clearly see the progress of each individual project — synthesizing our results to maximize effectiveness. #### Cons My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear. Additionally, sometimes I'm randomly logged out, which momentarily breaks my focus. --- ### Great CRM! Keep track of your contacts, leads, opportunities, and sold projects! - Overall rating: 5/5 - Reviewer: John R. - Verified reviewer: Yes - Industry: Construction - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros All in one data base for all information regarding clients, sales, operations, marketing, etc. #### Cons It's a little bland and it's semi difficult to set up to work well for you. Once you've got everything dialed in though it works like a charm! --- ### 12 good years of using Insightly CRM - Overall rating: 5/5 - Reviewer: Jim V. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc... #### Cons They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair. #### Vendor response Wow, Jim. Thank you for sharing your story! It's amazing to hear Insightly has served your business successfully for so long. We'd love to get in touch with you to learn more. If you're interested, please email rewards@insight.ly! Replied August 2024 --- ### Great CRM - Overall rating: 5/5 - Reviewer: Kenneth W. - Verified reviewer: Yes - Industry: Renewables & Environment - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I love the Insightly CRM. It works incredibly well for me, and it makes my work much easier. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### 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. --- ### Great program that can sometimes be "An un-tappable resourse! - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Broadcast Media - Product usage: Used unspecified for unspecified - Reviewed: November 2014 - Review source details: This review was submitted organically. No incentive was offered 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 #### Vendor response 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. Replied November 2014 --- ### A reliable and completely user-friendly tool with immense productivity. - Overall rating: 5/5 - Reviewer: Susan A. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 10000+ employees - Product usage: Used daily for less than 2 years - Reviewed: July 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :) Replied August 2019 --- ### A versatile CRM Tool - Overall rating: 4/5 - Reviewer: Luis A. - Verified reviewer: Yes - Industry: Education Management - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Highly customizable and advanced CRM tool with easy to navigate features. - Overall rating: 5/5 - Reviewer: Mathew W. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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. Replied August 2019 --- ### Constantly Evolving CRM - Overall rating: 4/5 - Reviewer: Austin T. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### 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. --- ### A CRM that makes the difference in the organization! - Overall rating: 5/5 - Reviewer: victoria c. - Verified reviewer: Yes - Industry: Education Management - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2022 - Review source details: This review was submitted organically. No incentive was offered now we are more organized, we answer our consultations faster because of having everything in the same place! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Great economical CRM with custom automations and 3rd party integration - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Packaging and Containers - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros Custom automations, 3rd party integration #### Cons Last of a robust phone system integration and the last of a prospecting module --- ### Good for a small company - Overall rating: 4/5 - Reviewer: Elizabeth P. - Verified reviewer: Yes - Industry: Civil Engineering - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### 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 --- ### Great Software, Easy Too Use, Needs more Features - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used weekly for more than 2 years - Reviewed: October 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Vendor response 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 Replied October 2017 ## More reviews [Next reviews](https://www.softwareadvice.com/product/2667-Insightly/reviews/?page=2) --- Netskope One Platform Reviews, Pros and Cons - 2026 Software Advice