Insightly CRM vs Streak (2024 Comparison)
Insightly CRM offers a comprehensive suite of features, including advanced project management and robust customer support, making it a versatile choice for businesses of all sizes.
- Comprehensive feature set
- Advanced project management
- Robust customer support
- Steep learning curve
- Interface can feel cluttered
Free plan?
YesStarting price
$29 per user / month
Streak integrates seamlessly with Gmail, offering a user-friendly interface and affordable pricing, making it a convenient choice for small to medium-sized businesses.
- Seamless Gmail integration
- User-friendly interface
- Affordable pricing
- Limited functionality
- Basic reporting features
Free plan?
YesStarting price
$15 per month per userWhat is Insightly CRM?
Insightly CRM is a powerful customer relationship management tool designed to help businesses manage their contacts, sales, and projects efficiently. It offers a comprehensive suite of features including contact management, project management, and workflow automation. With Insightly, you can streamline your business processes, improve customer interactions, and boost productivity. It integrates seamlessly with popular applications like G Suite and Microsoft Office, making it a versatile choice for businesses of all sizes. Whether you're a small business or a large enterprise, Insightly CRM provides the tools you need to stay organized and drive growth.
What is Streak?
Streak is a unique CRM solution that integrates directly with Gmail, transforming your inbox into a powerful sales and customer management tool. It allows you to manage your sales pipeline, track customer interactions, and automate repetitive tasks without leaving your email. Streak is particularly beneficial for small to medium-sized businesses looking for a simple yet effective CRM solution. Its seamless integration with Gmail makes it easy to use and accessible, helping you stay on top of your customer relationships and sales processes effortlessly.
Pros and Cons of Insightly CRM vs Streak
Pros & Cons of Insightly CRM
- Insightly CRM offers a wide range of features, including contact management, project management, and workflow automation, making it a versatile choice for businesses of all sizes.
- With tools for setting milestones, assigning tasks, and monitoring project timelines, Insightly CRM provides advanced project management capabilities to help you stay organized and on track.
- Insightly CRM offers comprehensive customer support, including a knowledge base, community forums, and direct support options, ensuring you have access to the help you need.
- While Insightly CRM offers a comprehensive feature set, it may require a bit of a learning curve for new users, especially those unfamiliar with CRM systems.
- The interface of Insightly CRM can feel cluttered at times, especially for users who are new to the platform, making it challenging to navigate.
Pros & Cons of Streak
- Streak's integration with Gmail is its standout feature, allowing you to manage your CRM directly from your inbox, making it a convenient choice for email-centric businesses.
- Streak offers a user-friendly interface, especially for those already familiar with Gmail, making it easy to use and accessible with minimal training required.
- Streak offers affordable pricing plans, making it a cost-effective choice for small to medium-sized businesses looking for a simple yet effective CRM solution.
- While Streak offers basic CRM features, it may not provide the same level of functionality as more comprehensive CRM solutions like Insightly CRM.
- Streak's reporting features are basic compared to other CRM solutions, which may limit your ability to gain detailed insights into your business performance.
Insightly CRM vs Streak: At A Glance
Value to Price
Insightly CRM offers a robust set of features at a competitive price, making it a great value for businesses looking to streamline their operations. Its comprehensive suite of tools, including project management and workflow automation, provides excellent value for the price. Streak, on the other hand, offers a more basic set of features but excels in its seamless integration with Gmail, making it a cost-effective choice for small businesses. If you're looking for a feature-rich CRM with great value, Insightly CRM is the better choice.
Ease of Use
Streak is known for its user-friendly interface, especially for those already familiar with Gmail. Its integration with Gmail makes it easy to use and accessible, requiring minimal training. Insightly CRM, while offering more features, may require a bit of a learning curve for new users. However, once mastered, it provides a powerful toolset for managing customer relationships. If ease of use is your priority, Streak is the better option.
Functionality
Insightly CRM stands out with its extensive functionality, offering features like project management, workflow automation, and advanced reporting. It is designed to cater to the needs of businesses looking for a comprehensive CRM solution. Streak, while more limited in functionality, excels in its integration with Gmail, making it a convenient choice for managing customer interactions directly from your inbox. If you need a CRM with extensive functionality, Insightly CRM is the better choice.
Scalability
Insightly CRM is designed to scale with your business, offering features that cater to both small businesses and large enterprises. Its robust infrastructure ensures that it can handle the growing needs of your business. Streak, while suitable for small to medium-sized businesses, may not offer the same level of scalability as Insightly CRM. If scalability is a key consideration for your business, Insightly CRM is the better option.
Integrations
Both Insightly CRM and Streak offer a range of integrations with popular applications. Insightly CRM integrates with tools like G Suite, Microsoft Office, and more, providing a versatile solution for businesses. Streak's integration with Gmail is its standout feature, making it a convenient choice for those who rely heavily on email communication. If seamless integration with Gmail is a priority, Streak is the better choice.
Customer Support
Insightly CRM offers comprehensive customer support, including a knowledge base, community forums, and direct support options. This ensures that users have access to the help they need when they need it. Streak, while offering support, may not provide the same level of resources as Insightly CRM. If customer support is a critical factor for your business, Insightly CRM is the better option.
Security
Both Insightly CRM and Streak prioritize security, offering features like data encryption and secure access controls. Insightly CRM provides additional security features, making it a reliable choice for businesses with stringent security requirements. Streak, while secure, may not offer the same level of advanced security features as Insightly CRM. If security is a top priority for your business, Insightly CRM is the better choice.
Overall Rating
Insightly CRM receives a higher overall rating due to its comprehensive feature set, scalability, and robust customer support. It is a versatile CRM solution suitable for businesses of all sizes. Streak, while offering a unique integration with Gmail, may not provide the same level of functionality and scalability as Insightly CRM. If you're looking for a well-rounded CRM solution, Insightly CRM is the better choice.
Insightly CRM vs Streak: A Detailed Breakdown of Key Features
Contact Management
Insightly CRM excels in contact management with its robust features that allow you to organize and manage your contacts efficiently. It offers advanced search and filtering options, making it easy to find the information you need. Streak, while offering basic contact management features, integrates seamlessly with Gmail, allowing you to manage contacts directly from your inbox. If you need advanced contact management capabilities, Insightly CRM is the better choice.
Project Management
Insightly CRM offers comprehensive project management features, allowing you to manage tasks, track progress, and collaborate with your team effectively. It provides tools for setting milestones, assigning tasks, and monitoring project timelines. Streak, while offering basic project management features, may not provide the same level of functionality as Insightly CRM. If project management is a key requirement for your business, Insightly CRM is the better option.
Workflow Automation
Insightly CRM provides powerful workflow automation tools that help streamline your business processes. You can automate repetitive tasks, set up triggers, and create custom workflows to improve efficiency. Streak offers basic automation features, but its integration with Gmail makes it easy to automate email-related tasks. If you need advanced workflow automation capabilities, Insightly CRM is the better choice.
Email Integration
Streak's standout feature is its seamless integration with Gmail, allowing you to manage your CRM directly from your inbox. This makes it a convenient choice for businesses that rely heavily on email communication. Insightly CRM also offers email integration, but it may not be as tightly integrated with Gmail as Streak. If email integration is a priority, Streak is the better option.
Reporting and Analytics
Insightly CRM offers advanced reporting and analytics features, allowing you to gain insights into your business performance. You can create custom reports, track key metrics, and analyze data to make informed decisions. Streak offers basic reporting features, but it may not provide the same level of detail as Insightly CRM. If reporting and analytics are important for your business, Insightly CRM is the better choice.
Mobile Access
Both Insightly CRM and Streak offer mobile access, allowing you to manage your CRM on the go. Insightly CRM provides a mobile app with a range of features, making it easy to stay connected and productive. Streak's mobile app integrates with Gmail, providing a convenient way to manage your CRM from your mobile device. If mobile access is a priority, both tools offer great options, but Insightly CRM provides a more comprehensive mobile experience.
Pricing Comparison of Insightly CRM and Streak
We’ve compiled the pricing tables and highlighted the key features of both Insightly CRM and Streak to aid in your decision-making process. Let’s explore what each platform has to offer.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Streak Pricing Plans
- 5000 boxes to manage your data efficiently.
- Mail merge capability with up to 800 emails per day.
- Link tracking to monitor email engagement.
- Unlimited contacts and organizations for comprehensive management.
- Shared pipelines to enhance team collaboration.
- Mail merge with up to 1500 emails per day.
- Google Workspace integrations for seamless workflow.
- Unlimited shared contacts with email history for team access.
- Automations and integrations to streamline processes.
- AI Co-Pilot for enhanced decision-making support.
- Archived users to maintain email history without extra cost.
- Priority support for quick issue resolution.
- Data validation to ensure data consistency and accuracy.
- Dedicated support for personalized assistance and onboarding.
- Advanced implementation for custom workflow solutions.
- Custom billing options for flexible payment terms.
Our Rating Methodology
We conduct thorough evaluations of CRM tools, assessing key features like functionality, scalability, and integrations. By analyzing user reviews and real-world insights, we ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to deliver a reliable final rating, helping you make informed decisions.
Insightly CRM or Streak: Which One Matches Your Business Needs?
Choose Insightly CRM If You Need ...
- Comprehensive CRM solution
If you need a comprehensive CRM solution with advanced project management and workflow automation features, Insightly CRM is the better choice. It offers a wide range of tools to help you manage your contacts, projects, and sales processes efficiently.
- Robust customer support
If you require robust customer support with access to a knowledge base, community forums, and direct support options, Insightly CRM is the better option. It ensures you have the help you need when you need it.
Choose Streak If You Need ...
- Seamless Gmail integration
If you rely heavily on email communication and need a CRM that integrates seamlessly with Gmail, Streak is the better choice. It allows you to manage your CRM directly from your inbox, making it a convenient option for email-centric businesses.
- User-friendly interface
If you prioritize ease of use and need a CRM with a user-friendly interface, Streak is the better option. Its integration with Gmail makes it easy to use and accessible, requiring minimal training for new users.
Frequently Asked Questions
Which CRM is better for small businesses, Insightly or Streak?
Does Insightly CRM offer better project management features than Streak?
Is Streak more affordable than Insightly CRM?
Which CRM offers better customer support, Insightly or Streak?
Can Streak handle large-scale business operations?
Does Insightly CRM offer better security features than Streak?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
