Overview: Insightly CRM and Streak as CRM Category solutions.

Insightly CRM and Streak are both CRM solutions but cater to different operational needs. Insightly CRM excels in large-scale integration, data import capabilities, and extensive vendor support, making it fitting for enterprises focusing on thorough customer relationship management and new market entry. On the other hand, Streak offers agile communication management with strong email channel usage, favored by smaller teams or businesses particularly in marketing needing streamlined processes and analytics integration.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Streak: Streak is a multipurpose CRM that integrates seamlessly with Gmail, enabling easy collaboration. It securely connects to Google Apps, replacing multiple external systems.

Insightly CRM and Streak: Best Use cases based on the customer satisfaction data

Key Activities Supported

Insightly CRM focuses on contact list management, engagement management, and workflow management, suitable for structured operational needs. read more →

Streak supports communication management and tracking, ideal for teams prioritizing streamlined communications. read more →

Business Goals Facilitated

Insightly CRM helps in enhancing customer relationships and acquiring customers, aligning with strategic objectives of large enterprises. read more →

Streak aids in enhancing relationships and acquiring customers, catering to smaller startups seeking efficient communication. read more →

Core Features

Insightly CRM integrates Analytics, Security & Privacy, and robust Data Import features supporting large-scale enterprise needs. read more →

Streak offers features such as AI Powered tools and analytics, beneficial for adaptable businesses in tech industries. read more →

Vendor Support Preferences

Insightly CRM provides comprehensive 24/7 support and multi-channel assistance including email and phone. read more →

Streak offers 24/7 support but with limited phone assistance, suitable for smaller, more agile teams. read more →

User Segments and Industries

Insightly CRM is favored by large enterprises, particularly in sectors like IT and Financial Services. read more →

Streak caters to marketing and advertising industries with a smaller enterprise user base. read more →

Operational Alignment

Insightly CRM fits best in environments needing full-fledged CRM operations with integration-ready platforms. read more →

Streak aligns with businesses needing agile, communication-focused CRM functionalities. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Streak

What benefits does Insightly CRM and Streak offer for Contact List Management?

Insightly Crm and Streak manage contact lists within Gmail. Insightly Crm allows for comprehensive contact organization, including linking contacts to projects and opportunities. Streak focuses on contact management within Gmail, providing a separate view of contacts that can be exported to an Excel sheet. Insightly Crm has advanced features, but its high cost may limit its appeal, while Streak's limitations in contact management features may not satisfy users seeking robust solutions.

"...software.it is very useful tool to manage the everything and organize contacts, calls from customers...." Peer review by Martin D, Administrative Clerk, Information Technology and Services

"...I think Streak is well suited for companies and users that want to better manage contacts and deals inside their Gmail/Gsuite inbox in a simple way, with the benefit of getting some productivity features that help save some time when working with a lot of e-mails...." Peer review by Raphael Sanguinete, Sócio-fundador e Produtor Executivo, Rebuliço

What solutions does Insightly CRM and Streak provide for Communication Management?

Insightly CRM and Streak both manage communication with email tracking and templating. Insightly CRM offers a wider range of features including contact management, lead management, and project management. Streak focuses specifically on email management with features like automated sending and open tracking. A limitation of Streak is that the free tier has a limited number of tracked emails per month.

"...in turn helps us send emails with our information to potential customers...." Peer review by Roberto M, Bachelor of Fine Arts (B.F.A.), Photography

"...You can schedule an email to be send, especially if you're dealing with clients overseas and there is a time difference...." Peer review by Russell G., Owner, Management Consulting

What makes Insightly CRM and Streak ideal for Workflow Management?

Insightly Crm and Streak both provide tools for workflow management. Insightly Crm offers customizable features and training resources, while Streak focuses on tracking tasks and planning workflow within Gmail. Insightly Crm features more robust workflow automation tools, including project management and advanced reporting, while Streak emphasizes flexibility and integration with email. Both tools have limitations; Streak lacks automated workflows, and Insightly Crm can be confusing for users unfamiliar with CRMs.

"...Scenarios where it is well suited: Task management, control of KPI, contacts management, opportunity management, workflows, and automation...." Peer review by Alvaro Satrustegui, President and CEO, EXSEL UNDERWRITING AGENCY SL

"...It assists in my workflow enough to make me more efficient, but without getting in my way or bogging me down with unnecessary features...." Peer review by Caleb A., Computer Software