# Insightly CRM vs Streak Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Insightly CRM excels in user-friendliness, with many users appreciating its modern and intuitive design. One user highlighted how the platform helps them manage customer details and track sales leads efficiently, making it easy to organize tasks and follow up with clients.
- **Users say** that Streak's integration with Gmail is a standout feature, allowing for seamless management of emails and pipelines without switching between tools. Reviewers have noted that this integration enhances their workflow, making it particularly useful for monitoring conversations and managing leads directly from their inbox.
- **According to verified reviews** , Insightly CRM offers valuable features like bulk editing and reporting, which save users significant time by allowing them to update multiple records at once. This functionality is especially appreciated by those who manage large volumes of data.
- **Reviewers mention** that Streak's ease of setup is a major advantage, with many users finding the initial configuration straightforward. This quick onboarding process is a plus for teams looking to get started without extensive training or delays.
- **G2 reviewers highlight** that while Insightly CRM has a solid overall satisfaction score, it sometimes struggles to meet specific workflow needs, with some users reporting configuration challenges. This indicates that while it is user-friendly, it may require additional customization for certain business processes.
- **Users express** that Streak's performance in customer support is commendable, with many noting the quality of assistance they receive. This is reflected in higher ratings for support features, which can be crucial for businesses that rely on timely help to resolve issues.



| | Insightly CRM | Streak | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 944 | 265 | 
| **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (76.2% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | $49.00 Per Month | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

### Streak

Pros:
- Ease of Use (9 reviews)
- Easy Tracking (7 reviews)

Cons:
- Learning Curve (4 reviews)
- Limited Features (4 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Streak | 
|---|---|---|
  | **Meets Requirements** | 8.3 (802 reviews) | 8.9 (224 reviews) | 
  | **Ease of Use** | 8.4 (807 reviews) | 8.8 (227 reviews) | 
  | **Ease of Setup** | 8.3 (363 reviews) | 9.2 (84 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 9.2 (66 reviews) | 
  | **Quality of Support** | 8.0 (686 reviews) | 8.7 (167 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 9.2 (62 reviews) | 
  | **Product Direction (% positive)** | 8.0 (775 reviews) | 8.8 (216 reviews) | 

---
## Pricing

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

### Streak

#### Entry-Level Pricing

Plan: Pro Plan

Price: $49.00 Per Month

Description: For any sized business looking to collaborate with a complete CRM

Key Features:
- Advanced CRM (Unlimited records)
- Shared Pipelines
- Mail Merge (1500/day)

[Browse all 3 editions](https://www.g2.com/products/streak/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 735 |
| **Streak** | 8.3/10 | 92 |

#### Sales Force Automation

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Contact & Account Management** | 8.5 (630 reviews) ✓ Verified | 9.1 (72 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 8.8 (62 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (600 reviews) ✓ Verified | 9.3 (85 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.1 (629 reviews) ✓ Verified | 9.0 (80 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 8.4 (61 reviews) ✓ Verified | 
| **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 9.0 (71 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | 8.5 (61 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | 8.6 (59 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (424 reviews) ✓ Verified | 8.8 (66 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 8.8 (76 reviews) ✓ Verified | 
| **Lead Management** | 8.1 (524 reviews) ✓ Verified | 9.3 (82 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 8.4 (64 reviews) ✓ Verified | 

#### Customer Support

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 8.7 (70 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.8 (400 reviews) | 8.6 (70 reviews) ✓ Verified | 
| **Knowledge Base** | 7.9 (460 reviews) | 9.0 (69 reviews) ✓ Verified | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 8.5 (59 reviews) ✓ Verified | 
| **Support Analytics** | 7.8 (361 reviews) | 8.9 (62 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Reporting** | 7.9 (532 reviews) ✓ Verified | 8.3 (71 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (555 reviews) ✓ Verified | 8.8 (77 reviews) ✓ Verified | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 8.5 (61 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 8.5 (59 reviews) ✓ Verified | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 8.3 (64 reviews) | 
| **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 8.1 (66 reviews) ✓ Verified | 

#### Platform

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 8.4 (48 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (311 reviews) ✓ Verified | 8.7 (47 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.5 (45 reviews) ✓ Verified | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 7.9 (35 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | 7.4 (33 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 8.0 (37 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.3 (320 reviews) ✓ Verified | 8.6 (43 reviews) ✓ Verified | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 7.4 (36 reviews) ✓ Verified | 

#### Integration

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.5 (43 reviews) ✓ Verified | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 8.1 (37 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 8.0 (35 reviews) ✓ Verified | 

#### Generative AI

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 7.3 (21 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 7.3 (5 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 7.7 (5 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | 8.3 (5 reviews) | 
| **Adaptive Learning** | 8.3 (8 reviews) | 7.7 (5 reviews) | 
| **Natural Language Interaction** | 8.1 (7 reviews) | 8.3 (5 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 7.0 (5 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 8.0 (5 reviews) | 

### Google Workspace for Sales

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Streak** | N/A | N/A |

#### Agentic AI - Google Workspace for Sales

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **Streak** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (36 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | Not enough data | 
| **Opportunity Scoring** | 7.9 (38 reviews) | Not enough data | 
| **Risk Analysis** | 7.8 (33 reviews) | Not enough data | 
| **Live Forecasting** | 7.8 (35 reviews) | Not enough data | 

#### Sales Management

| Feature | Insightly CRM | Streak | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | 
| **Sales Gamification** | 8.1 (30 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | 
| **Activity Tracking** | 8.8 (39 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)

**Unique to Streak (1):** [Google Workspace for Sales Software](https://www.g2.com/categories/google-workspace-for-sales)


---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | Streak | 
|---|---|---|
| **Small-Business** | 73.2% | 76.2% | 
| **Mid-Market** | 20.2% | 14.5% | 
| **Enterprise** | 6.6% | 9.4% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

#### Streak

- **Marketing and Advertising:** 8.6%
- **Computer Software:** 7.8%
- **Information Technology and Services:** 5.9%
- **Education Management:** 3.9%
- **Internet:** 3.9%
- **Financial Services:** 3.1%
- **Construction:** 2.7%
- **Health, Wellness and Fitness:** 2.7%
- **Management Consulting:** 2.4%
- **Venture Capital & Private Equity:** 2.4%
- **Other:** 56.5%

---
## Alternatives

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25834 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13848 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3074 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1619 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

### Alternatives to Streak

- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 reviews)
- [NetHunt CRM](https://www.g2.com/products/nethunt-crm/reviews) — 4.6/5 stars (280 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3074 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13848 reviews)
- [Agile CRM](https://www.g2.com/products/agile-crm/reviews) — 4.0/5 stars (367 reviews)
- [Drag](https://www.g2.com/products/drag/reviews) — 4.5/5 stars (261 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Mixmax](https://www.g2.com/products/mixmax/reviews) — 4.6/5 stars (1457 reviews)
- [Sortd for Gmail](https://www.g2.com/products/sortd-for-gmail/reviews) — 4.3/5 stars (20 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14702 reviews)

---
## Top Discussions

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

### Streak

- Title: [What is Streak used for?](https://www.g2.com/discussions/what-is-streak-used-for) — 1 comment
  > **Top comment:** "Track emails sent on real
Time basis "
- Title: [Is streak a CRM?](https://www.g2.com/discussions/is-streak-a-crm) — 1 comment
  > **Top comment:** "Yes"
- Title: [Please suggest the way to keep the similar settings as saved on my PC configure with my mobile](https://www.g2.com/discussions/please-suggest-the-way-to-keep-the-similar-settings-as-saved-on-my-pc-configure-with-my-mobile) — 1 comment, 1 upvote
  > **Top comment:** "I am a Streak user and from what I can see, the mobile app provides a way to review information you already have put in using a laptop or desktop computer. ..."
- Title: [How can I see status of my mail being sent from my system](https://www.g2.com/discussions/how-can-i-see-status-of-my-mail-being-sent-from-my-system) — 1 comment, 1 upvote
  > **Top comment:** "Comment deleted by user."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-streak)