Streak vs Insightly Comparison | StackShare

Overview

Streak

Stacks60

Followers55

Votes17

Insightly

Stacks31

Followers32

Votes0

Insightly vs Streak: What are the differences?

What is Insightly? The leading small business CRM and project management web app. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

What is Streak? CRM in your inbox. Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

Insightly and Streak belong to "CRM" category of the tech stack.

Some of the features offered by Insightly are:

Flexible Calendaring and Events
Automatic Address Book
Notes and Comments

On the other hand, Streak provides the following key features:

Simple Sharing- Want to know who in your organization has talked to a specific customer? Want to see the emails that went back and forth? Want to know where the customer is in the sales pipeline? Streak makes it easy, letting you selectively share parts of your inbox and all the deals across your company.
Schedule Emails to Send Later- Did you know the best time to send an email to a warm lead is Monday at 9:30am? Streak lets you write an email now and have it delivered whenever you want.
See all your deals inside Gmail- Want to see a holistic view of your customers or deals? We built a spreadsheet view right inside Gmail to let you edit your deals fast and create easy reports.

Advice on Streak, Insightly

Daniel

Aug 25, 2021

Needs adviceon

Streak

Hi all, I need one good online CRM which can integrate with many sales channels: - online store - social media - traditional sales - reservation system - services In the example, I need to see that customer spent: 10K in online store, divided 5k from insta store, 5k direct through the store 2k in traditional store (can be updated manually) 1k through the reservation system 0,5k through services paid I worked on Streak mainly, but I cannot see how most of this process can be automated.

9.13k views9.13k

Comments

Detailed Comparison

Streak	Insightly
Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.	With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.
Simple Sharing- Want to know who in your organization has talked to a specific customer? Want to see the emails that went back and forth? Want to know where the customer is in the sales pipeline? Streak makes it easy, letting you selectively share parts of your inbox and all the deals across your company.;Schedule Emails to Send Later- Did you know the best time to send an email to a warm lead is Monday at 9:30am? Streak lets you write an email now and have it delivered whenever you want.;See all your deals inside Gmail- Want to see a holistic view of your customers or deals? We built a spreadsheet view right inside Gmail to let you edit your deals fast and create easy reports.;Streak Plays Nice- Streak never alters any data in your Gmail. No extra labels, and no moving around your messages. Streak adds a layer of organization on top of your email and stores this separately and securely in our own cloud.;Works With Google Apps- Streak is compatible with any of your Gmail accounts and you can use them across accounts simultaneously. Streak works on personal Gmail accounts or accounts provided by your organization, school, or business.	Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports; Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private
Statistics
Stacks 60	Stacks 31
Followers 55	Followers 32
Votes 17	Votes 0
Pros & Cons
Pros 7 Integrates with Gmail 4 Easy setup 3 Email Power Tools 1 Free tier 1 API	No community feedback yet
Integrations
Zapier G Suite	Mailchimp G Suite

What are some alternatives to Streak, Insightly?

Salesforce Sales Cloud

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Close.io

Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.

Zoho CRM

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.

Capsule CRM

Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

Salesforce

It is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Microsoft Dynamics 365

It focuses mainly on sales, marketing, and service sectors, but Microsoft has been marketing it as a CRM platform and has been encouraging partners to use its proprietary framework to customize it.