---
title: ITRAK 365 Reviews
meta_title: 'ITRAK 365 Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 19 reviews by the users' company size, role or industry to
  find out how ITRAK 365 works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 19
  scale: '5'
date_modified: '2026-07-13'
parent_category:
  name: Environmental, Quality and Safety Management
  url: https://www.g2.com/categories/environmental-quality-and-safety-management
---

# ITRAK 365 Reviews
**Vendor:** NeoSystems  
**Category:** [Environmental Health and Safety Software](https://www.g2.com/categories/environmental-health-and-safety)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 19
## About ITRAK 365
At ITRAK 365, we understand the complexities of managing safety, compliance, and operational workflows. Our EHS and field operations software is designed to tackle these challenges head-on, ensuring your business operates more safely, efficiently, and in compliance with industry standards. Our solution focuses on five key areas: Safety Management: Simplify safety processes, manage incidents and audits, and ensure compliance with strict safety regulations. Connected Worker: Boost operational efficiency with unlimited forms for asset management, ticketing, inspections, and compliance tracking. Disability Management: Track and manage disability and occupational health cases with an efficient case management system. Contractor Management: Vetting: Ensure contractors meet your organization’s standards through a detailed vetting process. Onboarding: Collect all required documentation and give contractors access to an external portal for smooth onboarding. Enablement: Provide contractors with the tools and processes they need to stay safe and comply with your safety standards. Training and Competency (with LMS): Manage training and competency with an integrated Learning Management System (LMS), ensuring employees are fully trained and compliant. By combining ITRAK 365 with Microsoft&#39;s Power Platform—including Dynamics 365, Teams, Azure, Power Apps, Power Automate, and Power BI—you can leverage your existing technology investments. By being built inside Microsoft, ITRAK 365 ensures seamless data flow, robust reporting, and scalable capabilities that drive informed decision-making. Additionally, ITRAK 365 leverages Microsoft&#39;s AI to introduce advanced safety copilots for incidents, safety meetings, inspections and more. These AI-powered tools provide enhanced reporting, game changing efficiencies and overall ease of use. Discover the power of a complete EHS solution that integrates seamlessly with Microsoft technologies. Choose ITRAK 365 today and transform your workplace into a safer, more efficient, and compliant environment.



## ITRAK 365 Pros & Cons
**What users like:**

- Users value the **customizability** of ITRAK 365, allowing for tailored forms and flexible field settings. (1 reviews)
- Users value the **customization options** in ITRAK 365, allowing personalized forms tailored to their specific needs. (1 reviews)
- Users appreciate the **streamlined data management** of ITRAK 365, gaining valuable insights from an easy-to-use dashboard. (1 reviews)
- Users appreciate the **data tracking capabilities** of ITRAK 365, enabling seamless transitions and valuable insights. (1 reviews)
- Users find the **easy setup** of ITRAK 365 simplifies transitioning from paper forms to a digital dashboard. (1 reviews)
- Efficiency Improvement (1 reviews)
- Features (1 reviews)
- Module Customization (1 reviews)
- Reporting (1 reviews)
- Useful (1 reviews)

## ITRAK 365 Reviews
  ### 1. Getting information that used to be on paper checklists in ITRAK has given us actionable insights

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2025

**What do you like best about ITRAK 365?**

The data that ITRAK collects has always been available in our paper forms, but there was never much we could do with it. ITRAK has streamlined our processes and allowed us to gain valuable insights by consolidating the information we already had into an easy to understand dashboard. The switch was easy, as soon as the forms were created it was seamless for our staff to switch from our old paper lists to the app.

**What do you dislike about ITRAK 365?**

There was a little bit of confusion about how to edit the lists in the beginning but I think that was our misconception, once we were shown by the ITRAK team it made sense and has been easy since

**What problems is ITRAK 365 solving and how is that benefiting you?**

ITRAK is consolidating the existing information found in paper lists and making it easier to track and maintain consistency in completing tasks, the convenience of finding all the data we need in a simple and straight forward dashboard has allowed us to make better, faster decisions to ensure our staff are completing all necessary tasks

  ### 2. ITRAK 365 streamlined our restaurant processes, making it easier to track and manage locations.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nigel N. | Ski Technician / Customer Service Representative , Small-Business (50 or fewer emp.)

**Reviewed Date:** August 14, 2024

**What do you like best about ITRAK 365?**

ITRAK allows me to see what is happening in the restaurant, without physically being there. We have set up checklists, to ensure all procedures are followed every single day. Staff are required to take before and after pictures of critical tasks. If there are issues, staff can create action items so management is aware of the issue. Managers can then create a corrective action and assign it to an employee. Before ITRAK, we were using paper checklists, which was not effecient.

**What do you dislike about ITRAK 365?**

So far, there has not been any downside. Navigating the app, using and submitting forms on a daily basis is easy. All staff picked it up after only one day of use.

**What problems is ITRAK 365 solving and how is that benefiting you?**

ITRAK saves me and my staff time. I no longer need to drop into the restaurant every day to ensure my staff are doing what is required. They way we have ITRAK setup, it keeps all of the staff accountable, and all I have to do is log in and look at my Power BI Dashboard to ensure tasks are being completed consistently and properly. This has allowed me to take on management of two restaurants now, and I would argue I am less busy now with two restaurants and ITRAK then I was with only one restaurant before ITRAK.

  ### 3. Versatile, flexible and customisable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shane B. | Quality and Compliance Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 20, 2024

**What do you like best about ITRAK 365?**

very flexible and can be customised to suit our internal processes. Works with the MS suite of products and team are always helpful.  the mobile platform is clean and simple for our front line workers to use.

**What do you dislike about ITRAK 365?**

There is nothing that I can think of right now

**What problems is ITRAK 365 solving and how is that benefiting you?**

HS&E reporting, training, auditing and inspections

  ### 4. Very Configurable Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Spencer N. | Marketing Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 14, 2024

**What do you like best about ITRAK 365?**

how easy it is to build forms in the back end and launch them throughout my organization

**What do you dislike about ITRAK 365?**

Nothing, Itrak is the best software for all buisness purposes

**What problems is ITRAK 365 solving and how is that benefiting you?**

its helping us manage our EHS and operational data

  ### 5. Very flexible platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about ITRAK 365?**

The ability to customize the forms with the various field types and their settings.

**What do you dislike about ITRAK 365?**

Not much actually.  However, a faster sync time for those that don't sync often would be fantastic!

**What problems is ITRAK 365 solving and how is that benefiting you?**

We need a mobile/offline solution for our field staff, and we need them to have access to information quickly and no matter their coverage.  ITRAK 365 provides that ability and therefore puts safety planning at the fingertips of our employees.

  ### 6. Have had excellent help and training while setting up a second company.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda B. | Weighmaster, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2024

**What do you like best about ITRAK 365?**

The support i've gotten while setting up another company has been excellent.

**What do you dislike about ITRAK 365?**

So far there has veen nothing that ive disliked.

**What problems is ITRAK 365 solving and how is that benefiting you?**

The need to add a new division of our company.

  ### 7. Great Software for Our Business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sarah B. | Operations Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 20, 2022

**What do you like best about ITRAK 365?**

I really like that we have real-time data and reporting for our business.  I like the integration with Power BI apps and customizations we are able to create. 

I also liked being able to set up the way forms and reports are laid out for our users which helps them in their day to day of filling everything out.

**What do you dislike about ITRAK 365?**

Initially, I found setting up the forms and the employees hard.  There were all these extra steps you needed to do for things to work, but you didn't always know what needed to be done.  But the team at iTrak offers great support and assists you with any issues.

**What problems is ITRAK 365 solving and how is that benefiting you?**

iTrak helped us with real-time reporting, getting management the reporting they need quicker and helping the environment by going paperless, which also helps us with our ESG commitments!

  ### 8. Processing audit results

**Rating:** 3.5/5.0 stars

**Reviewed by:** Michelle M. | Quality Assurance Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 01, 2023

**What do you like best about ITRAK 365?**

Easy to search company names and find previous years' data.

**What do you dislike about ITRAK 365?**

The scores don't pull through to the profile account and have to be generated manually.

**What problems is ITRAK 365 solving and how is that benefiting you?**

It's bringing all of our data into a central location.

  ### 9. Easy Scalable Interface

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 06, 2022

**What do you like best about ITRAK 365?**

In my opinion, I like the customer service as we have some great reps that are always willing to help out when in need. Secondly, it is user-friendly for our end users, and we are also able to make changes as required with little to no issues.

**What do you dislike about ITRAK 365?**

We are not utilizing D365 in our organization to its full potential; a few areas within our business could use this tool (HSE documents vs SharePoint, Maintenance logs could be housed in ITRAK). Another thing I dislike is when making some changes to our data, it will backdate the data on documents; For example, we have changed approvers on some records and when we do that, any previous records to that approver will be updated with the current approver, which may give us issues in the event of an audit

**What problems is ITRAK 365 solving and how is that benefiting you?**

We utilize ITRAK for HSE and operation forms- ITRAK benefits us with tracking and storing documents. Operation users seem to have no issues navigating throughout the system. We have increased productivity and can pull ITRAK data into some of our reporting solutions, which is excellent!

  ### 10. Itrak 365

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 23, 2022

**What do you like best about ITRAK 365?**

Neo Systems has continued to provide excellent support for our company and the team is highly skilled not only technically but in understanding our business and our safety program requirements

**What do you dislike about ITRAK 365?**

The system itself works but does run on the Microsoft Dynamics platform which can add some more complexity when dealing with licenses and managing users in the system.

**What problems is ITRAK 365 solving and how is that benefiting you?**

The biggest problem that Itrak 365 solves for us is being able to create forms to capture the information we need and make it available for our field crews. Collecting the data and displaying reports in Power BI has been a powerful asset to us as well as utilizing Power Automate with the system.

  ### 11. ITRAK365 Implementation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 02, 2022

**What do you like best about ITRAK 365?**

The support of the Itrak team and the adaptability of the platform is what we liked the best.

As employees had suggestions to improve we could go into dynamics and make adjustments as need.

**What do you dislike about ITRAK 365?**

Just like any new IT platform, it can take a while for people to get used to the functions.
It was accepted pretty easily once employees started to use the platform.

**What problems is ITRAK 365 solving and how is that benefiting you?**

Employee access to information, Paper management, Updating forms in timely fashion, Tracking forms on daily basis to ensure compliance, sharing timely Observation Cards within company.

  ### 12. Great customer services and an amazing tool with even greater team to assist you along the path.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cleavon E. | Director of Human Resources and Manager International HSE, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 30, 2022

**What do you like best about ITRAK 365?**

The flexibility of the tool and its integration with the MS platform especially Power BI & Teams is amazing.

**What do you dislike about ITRAK 365?**

The ITRAK system is very configurable, so it would be nice if there were guidelines on best practices to help guide some of the decisions during configuration

**What problems is ITRAK 365 solving and how is that benefiting you?**

ITRAK provides visibility into our H&S management system across our organization, allowing us to track compliance and corrective actions easily.

  ### 13. Itrak program

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Ranching | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 06, 2022

**What do you like best about ITRAK 365?**

Once you get to know the program it's OK.  Organized and methodical.

**What do you dislike about ITRAK 365?**

I have trouble with it not syncing to the platform from smart phone to tablet.  Very frustrating.  I don't want to complete the entire form on my phone.  But when the program doesn't work remotely (only happened twice but REALLY SUCKED), it made a 2 hour task take almost 5 hours....

**What problems is ITRAK 365 solving and how is that benefiting you?**

I sent the issue to my coordinator and they worked on it through techies - fixed 3 days later.  No idea what the issue was.  It just works now.

  ### 14. Itrak is very flexible system that can be configured to meet our needs.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 01, 2022

**What do you like best about ITRAK 365?**

The support from the iTrak team has been outstanding.  They are very knowledgeable and attentive.  The best thing about ITrak is the configuration flexibility and that it is on the MS Platform and integrates well with our current MS platform.

**What do you dislike about ITRAK 365?**

I do not have any dislikes about the system currently,  as we are still in the "implementation" phase of our journey and learning as we go.  The platform can do alot, although that is not a dislike, it makes learning the best way to set up the platform challenging.

**What problems is ITRAK 365 solving and how is that benefiting you?**

With what we have implemented so far, it has removed various PDF files and put all of our data in one place, which aids in our reporting for compliance and corrective actions, providing Dumas Management visibility in real time.

  ### 15. ITRAK Provides immense value for a mid-size energy company.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2022

**What do you like best about ITRAK 365?**

The best part of ITRAK is that it is built on top of Microsoft Dynamics 365 which provides endless versatility and many different integration opportunities with the Microsoft Suite, including but not limited to Azure AD, Power BI, Power Automate & MS Teams.

**What do you dislike about ITRAK 365?**

The only downside of ITRAK is that it requires Microsoft licensing, which Microsoft is prone to changing on a whim. However, to date, the value has far outweighed the cost, and the licenses are shared across other Microsoft applications, which in some cases, can actually save costs.

**What problems is ITRAK 365 solving and how is that benefiting you?**

ITRAK 365 has increased HSE reporting, provided great oversight to operations leadership to make informed decisions and has provided a platform to run several programs / processes with no additional cost to the organization.

  ### 16. iTrak 365 - A powerful tool to manage your company HSE processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 11, 2022

**What do you like best about ITRAK 365?**

The mobile application is user-friendly and focused on being intuitive for the person using it.

**What do you dislike about ITRAK 365?**

lack of out of the box / canned automation, notification and reporting.

**What problems is ITRAK 365 solving and how is that benefiting you?**

Strong digitizing of paper forms, and working on solving the scheduling of required inspections and regulatory deadlines.

  ### 17. Great experience using the app, the most convenient safety management tool I have used

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Hardware | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2022

**What do you like best about ITRAK 365?**

App is very easy to navigate, and very user friendly

**What do you dislike about ITRAK 365?**

I have not had any issues with the app thus far

**What problems is ITRAK 365 solving and how is that benefiting you?**

As a user I am able to report any safety issues immediately on a very accessible platform

  ### 18. ITRAK 365 has transformed how we do business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 30, 2022

**What do you like best about ITRAK 365?**

The automated workflows, form configuration

**What do you dislike about ITRAK 365?**

Some limitations required us    to adapt

**What problems is ITRAK 365 solving and how is that benefiting you?**

Our complex forms created some performance issues however NeoSystems has worked diligently on those improvements and we are now more efficient than ever.

  ### 19. ITRAK365 is a comprehensive and customizable EHS solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 04, 2022

**What do you like best about ITRAK 365?**

Flexibility to build and customize solutions to meet business needs. A knowledgeable and experienced vendor capable of providing professional services and support.

**What do you dislike about ITRAK 365?**

Microsoft Dynamics Platform provides features but can bring additional overhead when configuring or managing users and licensing.

**What problems is ITRAK 365 solving and how is that benefiting you?**

ITRAK allows us to manage our HSE, ESG, and Compliance requirements across the organization.



- [View ITRAK 365 pricing details and edition comparison](https://www.g2.com/products/neosystems-itrak-365/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-15+20%3A21%3A53+-0500&secure%5Bsession_id%5D=50652879-a949-4d1e-a1ed-b088b3bc71de&secure%5Btoken%5D=e33bdfe77b5563350a2c994776e2a5fcdb9beb93bdd990a3e76a0c8e8b420479&format=llm_user)

## ITRAK 365 Features
**Health & Safety**
- Job Hazards
- Ergonomics
- Training

**Safety**
- Job Hazards
- Drills
- Claim Management

**Platform**
- Integration
- Security & Privacy
- Mobile Access
- Flexibility
- Data Security

**Planning**
- Checklists
- Approvals
- Scheduling
- Procedures

**Environment**
- Monitoring
- Waste
- Chemical Management

**Health**
- Medical Records
- Ergonomics
- Programs
- Industrial Hygiene

**Services**
- Implementation
- Training & Learning
- Customer Support
- Professional Services

**Execution**
- Sampling
- Corrective Actions
- Data Capture
- Reports
- Ad-hoc Tasks

**Audit & Inspections**
- Templates
- Workflows
- Corrective Actions

**Audit and Inspections**
- Templates
- Workflows
- Corrective Actions

**Analytics**
- Monitoring
- KPIs
- Nonconformace

**Text Summarization**
- Text Generation
- Text Summarization

**Risk Management**
- Assessments
- Operational Risk
- Supplier Evaluation

**Training**
- Content
- Certifications
- Best Practices

**Data Security**
- Data Security

**Reporting & Analytics**
- Injury & Ilness
- Sustainability
- Near Miss
- Performance

**Reporting**
- OSHA
- Root Cause Analysis
- Nonconformance

**Compliance**
- Standards & Regulations
- Permits
- Certifications

**Artificial Intelligence**
- Heat maps
- NLP Insights
- Internet of Things (IoT)
- Video analysis
- Predictive
- Monitoring

**Generative AI - Environmental Health and Safety**
- Text Generation
- Text Summarization

## Top ITRAK 365 Alternatives
  - [Octave Reliance (ETQ Reliance)](https://www.g2.com/products/octave-reliance-etq-reliance/reviews) - 4.3/5.0 (598 reviews)
  - [TrueContext](https://www.g2.com/products/truecontext/reviews) - 4.5/5.0 (404 reviews)
  - [Everbridge 360 (Critical Event Management)](https://www.g2.com/products/everbridge-360-critical-event-management/reviews) - 4.5/5.0 (339 reviews)

