Insightly vs Streak

Detailed side-by-side comparison

Insightly

From $29/mo

Insightly is a comprehensive CRM and project management platform designed for small to mid-sized businesses that need to manage customer relationships, sales pipelines, and project delivery in one integrated system. It offers robust customization, workflow automation, and standalone functionality independent of email clients.

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Streak

Free

Streak is a CRM built directly into Gmail that transforms your inbox into a relationship management and pipeline tracking platform. It's designed for users who want CRM functionality without leaving their email environment, offering simplicity and seamless Gmail integration.

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Feature Comparison

Feature	Insightly	Streak
Platform Integration	Standalone platform with integrations to Gmail, Outlook, and other business tools	Native integration built directly into Gmail interface, inseparable from email workflow
Project Management	Full project management capabilities with task assignments, milestones, and project tracking	Basic pipeline management suitable for simple workflows but lacks dedicated project management features
Email Tracking	Email tracking available with Gmail and Outlook integration as an added feature	Native email tracking with open and click notifications built into every Gmail interaction
Workflow Automation	Advanced workflow automation with custom business processes and triggers across CRM and projects	Basic automation focused on email-based workflows and pipeline stage transitions
Reporting and Analytics	Custom reporting with dashboards, analytics, and advanced data visualization capabilities	Limited reporting features focused on pipeline metrics and email engagement statistics
Use Outside Email	Full-featured desktop and mobile applications that work independently of email clients	Primarily functions within Gmail with limited standalone mobile app capabilities

Pricing Comparison

Insightly starts at $29/month with no free tier, positioning it as a more premium solution that can become expensive as teams grow. Streak offers a free plan starting at $0/month, making it more accessible for individuals and small teams with budget constraints.

Verdict

Choose Insightly if...

Choose Insightly if you need a comprehensive business management solution that combines advanced CRM, project management, and workflow automation in a standalone platform. It's ideal for growing businesses that require robust customization, detailed reporting, and functionality beyond email management.

Choose Streak if...

Choose Streak if you live in Gmail and want a simple, intuitive CRM that works directly within your inbox without context switching. It's perfect for individuals, small teams, or Gmail-centric organizations that need basic pipeline tracking and email-focused relationship management at an affordable price.

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CRM

Pros & Cons

Insightly

Pros

+ Unified CRM and project management in a single platform
+ Strong integration capabilities with popular business tools
+ Intuitive interface with relatively easy learning curve
+ Flexible customization options for fields and workflows

Cons

- Can become expensive as team size grows
- Advanced features require higher-tier plans
- Mobile app functionality is limited compared to desktop version

Streak

Pros

+ Seamless integration directly within Gmail interface
+ Easy to learn with minimal training required
+ Flexible pipeline customization for various workflows
+ Affordable pricing compared to traditional CRMs

Cons

- Limited functionality outside of Gmail ecosystem
- Not suitable for complex enterprise CRM needs
- Fewer advanced reporting features than standalone CRMs