# InStream Group vs Insightly CRM Comparison | | InStream Group | Insightly CRM | |---|---|---| | **Star Rating** | 4.2 out of 5 | 4.2 out of 5 | | **Total Reviews** | 123 | 941 | | **Largest Market Segment** | Small-Business (43.5% of reviews) | Small-Business (73.3% of reviews) | | **Entry Level Price** | $0 per user | $29/ user, per month (billed annually) | --- ## Top Pros & Cons ### InStream Group Pros: - Ease of Use (2 reviews) - Easy Setup (1 reviews) Cons: - Integration Issues (2 reviews) - Performance Issues (1 reviews) ### Insightly CRM Pros: - Ease of Use (28 reviews) - Easy Customization (11 reviews) Cons: - Learning Curve (9 reviews) - Limited Customization (7 reviews) --- ## Ratings Comparison | Rating | InStream Group | Insightly CRM | |---|---|---| | **Meets Requirements** | 8.7 (107 reviews) | 8.2 (799 reviews) | | **Ease of Use** | 8.8 (108 reviews) | 8.4 (804 reviews) | | **Ease of Setup** | 8.4 (44 reviews) | 8.3 (360 reviews) | | **Ease of Admin** | 8.5 (43 reviews) | 8.5 (337 reviews) | | **Quality of Support** | 8.9 (106 reviews) | 8.0 (684 reviews) | | **Has the product been a good partner in doing business?** | 8.9 (42 reviews) | 8.5 (321 reviews) | | **Product Direction (% positive)** | 9.1 (105 reviews) | 8.0 (772 reviews) | --- ## Pricing ### InStream Group #### Entry-Level Pricing Plan: Free Price: $0 per user Key Features: - 1 User - 0 Mailboxes - 100 contacts [Browse all 5 editions](https://www.g2.com/products/instream-group/pricing) #### Free Trial Yes ### 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 --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **InStream Group** | 8.2/10 | 99 | | **Insightly CRM** | 7.8/10 | 731 | #### Sales Force Automation | Feature | InStream Group | Insightly CRM | |---|---|---| | **Contact & Account Management** | 8.8 (87 reviews) ✓ Verified | 8.5 (627 reviews) ✓ Verified | | **Opportunity & Pipeline Mgmt.** | 8.3 (81 reviews) ✓ Verified | 8.3 (598 reviews) ✓ Verified | | **Task / Activity Management** | 8.5 (82 reviews) ✓ Verified | 8.1 (626 reviews) ✓ Verified | | **Territory & Quota Management** | 8.3 (78 reviews) ✓ Verified | 7.5 (349 reviews) ✓ Verified | | **Desktop Integration** | 8.3 (80 reviews) ✓ Verified | 8.0 (452 reviews) ✓ Verified | | **Product & Price List Management** | 8.3 (81 reviews) ✓ Verified | 7.5 (338 reviews) ✓ Verified | | **Quote & Order Management** | 8.3 (79 reviews) ✓ Verified | 7.6 (348 reviews) ✓ Verified | | **Customer Contract Management** | 8.5 (82 reviews) ✓ Verified | 8.0 (422 reviews) ✓ Verified | #### Marketing Automation | Feature | InStream Group | Insightly CRM | |---|---|---| | **Email Marketing** | 8.6 (78 reviews) ✓ Verified | 7.6 (406 reviews) ✓ Verified | | **Lead Management** | 8.5 (81 reviews) ✓ Verified | 8.1 (523 reviews) ✓ Verified | | **Marketing ROI Analytics** | Feature Not Available | 7.5 (339 reviews) ✓ Verified | #### Customer Support | Feature | InStream Group | Insightly CRM | |---|---|---| | **Case Management** | 8.4 (80 reviews) ✓ Verified | 7.8 (394 reviews) | | **Customer Support Portal** | 8.2 (80 reviews) ✓ Verified | 7.8 (400 reviews) | | **Knowledge Base** | 8.4 (79 reviews) ✓ Verified | 7.9 (460 reviews) | | **Call Center Features** | 8.1 (78 reviews) ✓ Verified | 7.6 (325 reviews) ✓ Verified | | **Support Analytics** | 8.4 (80 reviews) ✓ Verified | 7.8 (361 reviews) | #### Reporting & Analytics | Feature | InStream Group | Insightly CRM | |---|---|---| | **Reporting** | 8.3 (81 reviews) ✓ Verified | 7.9 (530 reviews) ✓ Verified | | **Dashboards** | 8.5 (82 reviews) ✓ Verified | 7.9 (553 reviews) ✓ Verified | | **Forecasting** | 8.4 (77 reviews) ✓ Verified | 7.6 (387 reviews) ✓ Verified | #### Mobile & Social | Feature | InStream Group | Insightly CRM | |---|---|---| | **Social Collaboration Features** | 8.3 (78 reviews) ✓ Verified | 7.8 (356 reviews) ✓ Verified | | **Social Network Integration** | 8.4 (79 reviews) ✓ Verified | 7.7 (352 reviews) ✓ Verified | | **Mobile User Support** | 8.2 (75 reviews) ✓ Verified | 7.8 (416 reviews) ✓ Verified | #### Platform | Feature | InStream Group | Insightly CRM | |---|---|---| | **Customization** | 7.7 (33 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | | **Workflow Capability** | 7.8 (33 reviews) ✓ Verified | 8.1 (310 reviews) ✓ Verified | | **User, Role, and Access Management** | 7.9 (34 reviews) ✓ Verified | 8.4 (322 reviews) ✓ Verified | | **Internationalization** | 8.5 (33 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | | **Sandbox / Test Environments** | 7.9 (29 reviews) ✓ Verified | 7.2 (87 reviews) | | **Document & Content Mgmt.** | 7.6 (30 reviews) | 7.6 (252 reviews) ✓ Verified | | **Performance and Reliability** | 8.2 (31 reviews) ✓ Verified | 8.3 (319 reviews) ✓ Verified | | **Output Document Generation** | 7.5 (30 reviews) ✓ Verified | 7.6 (214 reviews) ✓ Verified | #### Integration | Feature | InStream Group | Insightly CRM | |---|---|---| | **Data Import & Export Tools** | 7.4 (32 reviews) ✓ Verified | 8.0 (288 reviews) ✓ Verified | | **Integration APIs** | 7.6 (31 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | | **Breadth of Partner Applications** | 7.5 (31 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | #### Generative AI | Feature | InStream Group | Insightly CRM | |---|---|---| | **AI Text Generation** | Not enough data | 6.9 (27 reviews) | #### Agentic AI - CRM | Feature | InStream Group | Insightly CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | 7.6 (7 reviews) | | **Multi-step Planning** | Not enough data | 8.3 (7 reviews) | | **Cross-system Integration** | Not enough data | 7.9 (7 reviews) | | **Adaptive Learning** | Not enough data | 8.1 (7 reviews) | | **Natural Language Interaction** | Not enough data | 7.8 (6 reviews) | | **Proactive Assistance** | Not enough data | 7.4 (7 reviews) | | **Decision Making** | Not enough data | 7.6 (7 reviews) | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **InStream Group** | N/A | N/A | | **Insightly CRM** | 8.3/10 | 47 | #### Agentic AI - Sales Analytics | Feature | InStream Group | Insightly CRM | |---|---|---| | **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 | InStream Group | Insightly CRM | |---|---|---| | **Data Sourcing** | Not enough data | 8.2 (35 reviews) | | **Exporting & Sharing Data** | Not enough data | 8.6 (43 reviews) | | **Multi-Device Data Visualization** | Not enough data | 8.3 (35 reviews) | | **Interactive Dashboards** | Not enough data | 8.7 (41 reviews) | | **Data Segmentation** | Not enough data | 8.0 (36 reviews) | #### Predictive Analytics | Feature | InStream Group | Insightly CRM | |---|---|---| | **Lead Scoring** | Not enough data | 7.9 (37 reviews) | | **Opportunity Scoring** | Not enough data | 7.9 (38 reviews) | | **Risk Analysis** | Not enough data | 7.8 (33 reviews) | | **Live Forecasting** | Not enough data | 7.8 (35 reviews) | #### Sales Management | Feature | InStream Group | Insightly CRM | |---|---|---| | **Live Pipeline Management** | Not enough data | 8.5 (37 reviews) | | **Sales Gamification** | Not enough data | 8.1 (30 reviews) | | **Account-Based Analytics** | Not enough data | 8.7 (32 reviews) | | **Activity Tracking** | Not enough data | 8.8 (39 reviews) | --- ## 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) --- ## Reviewer Demographics ### By Company Size | Segment | InStream Group | Insightly CRM | |---|---|---| | **Small-Business** | 43.5% | 73.3% | | **Mid-Market** | 25.2% | 20.1% | | **Enterprise** | 31.3% | 6.6% | ### By Industry #### InStream Group - **Information Technology and Services:** 11.4% - **Retail:** 9.6% - **Telecommunications:** 7.0% - **Hospital & Health Care:** 5.3% - **Marketing and Advertising:** 5.3% - **Accounting:** 4.4% - **Insurance:** 2.6% - **Staffing and Recruiting:** 2.6% - **Education Management:** 2.6% - **Food & Beverages:** 2.6% - **Other:** 46.5% #### Insightly CRM - **Marketing and Advertising:** 10.0% - **Information Technology and Services:** 6.1% - **Construction:** 4.8% - **Computer Software:** 4.0% - **Financial Services:** 3.9% - **Real Estate:** 3.5% - **Management Consulting:** 3.3% - **Non-Profit Organization Management:** 2.7% - **Accounting:** 2.5% - **Education Management:** 2.5% - **Other:** 56.8% --- ## Alternatives ### Alternatives to InStream Group - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25780 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2926 reviews) - [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13791 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1231 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3039 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1111 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (950 reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) — 4.7/5 stars (491 reviews) ### 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 (25780 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13791 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3039 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2926 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1231 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 (950 reviews) - [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews) --- ## Top Discussions ### InStream Group - Title: [What is InStream used for?](https://www.g2.com/discussions/what-is-instream-used-for) — 1 comment > **Top comment:** "Some common uses include: Tracking sales leads and opportunities Managing customer contacts and communication Monitoring emails, calls, and..." ### 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..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/instream-group-vs-insightly-crm)