SoftwareGlimpse

Insightly vs Streak

Insightly fits insightly fits many small-business crm evaluations; Streak fits gmail-native crm fits smb google workspace teams.

Independently recommendedLast updated Sep 24, 20265 evidence sources23 screenshotsHow we compare
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Insightly logo

Insightly

6.9/10

CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.

Best for

  • • Insightly fits many small-business CRM evaluations
  • • Insightly is evaluated here as a CRM/sales tool
  • • Insightly combines CRM and project management for service-oriented SMB teams

Starting from $29.00/user/mo

No free plan

VS

Our verdict

Our verdict

No universal winner

There is no universal winner between Insightly and Streak. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Insightly is better for

  • ✓ Sales automation
  • ✓ Integrations
  • ✓ Scalability

Streak is better for

  • ✓ Ease of use
  • ✓ Pipeline management
  • ✓ Email capabilities
  • ✓ Reporting

Choose Insightly if: Insightly fits many small-business CRM evaluations

Choose Streak if: Gmail-native CRM fits SMB Google Workspace teams

See detailed comparison ↓
Streak logo

Streak

7.4/10

Best for

  • • Gmail-native CRM fits SMB Google Workspace teams
  • • Free email tools + Pro CRM for solos living in Gmail
  • • Pipeline + inbox context is the daily motion

Starting from $49.00/user/mo

Free plan available

Quick verdict

Start here — then dig into the evidence below.

Choose Insightly if…

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams
  • You prioritize sales automation

Choose Streak if…

  • Gmail-native CRM fits SMB Google Workspace teams
  • Free email tools + Pro CRM for solos living in Gmail
  • Pipeline + inbox context is the daily motion
  • You prioritize ease of use

Overall recommendation

There is no universal winner between Insightly and Streak. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Key trade-off

Insightly trades toward sales automation; Streak trades toward ease of use.

Winner by category

Only dimensions with researched evidence for this pair.

DimensionWinnerWhy
Ease of useStreak winsStreak leads on ease of use (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
SalesStreak winsStreak leads on pipeline management (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AutomationInsightly winsStronger workflow automation availability
Email capabilitiesStreak winsStreak leads on email capabilities (6/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ReportingStreak winsStreak leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
CustomizationStreak winsStreak leads on customization (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
IntegrationsInsightly winsInsightly leads on integrations (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AdministrationStreak winsStreak leads on administration (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Enterprise suitabilityInsightly winsInsightly leads on scalability (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ValueStreak winsBetter for value for money

Side-by-side feature matrix

Normalized availability from product research — empty rows are not shown.

Core CRM

FeatureInsightlyStreak
Contact managementStrongStrong
Lead managementStrongStrong
Pipeline managementStrongStrong
Deal managementStrongStrong

Sales engagement

FeatureInsightlyStreak
Email syncStrongStrong
Email trackingNot evidencedStrong
Email sequencesNot evidencedModerate
Workflow automationStrongModerate
Sales automationStrongModerate

Reporting

FeatureInsightlyStreak
ReportingStrongModerate
ForecastingModerateNot evidenced

Platform

FeatureInsightlyStreak
IntegrationsStrongModerate
Custom fieldsStrongStrong
Custom pipelinesStrongStrong
Mobile appStrongStrong
AI assistanceModerateStrong

Additional capabilities

FeatureInsightlyStreak
Data enrichmentNot evidencedStrong

Pricing comparison

Pricing evidence last checked Aug 14, 2026.

Insightly logo

Insightly

From $29.00/user/mo

No free planFree trial available
  • Plus$29.00/user/mo
  • Professional$49.00/user/mo
  • Enterprise$99.00/user/mo
Streak logo

Streak

From $49.00/user/mo

Free plan availableFree trial available
  • Free email tools$0.00/user/mo
  • Pro$49.00/user/mo
  • Pro+$69.00/user/mo
  • Enterprise$129.00/user/mo

Seat-count estimates

Labeled estimates from verified starting per-seat pricing — not invoices.

SeatsInsightlyStreak
5~$145.00/mo (Plus × 5)~$245.00/mo (Pro × 5)
10~$290.00/mo (Plus × 10)~$490.00/mo (Pro × 10)
25~$725.00/mo (Plus × 25)~$1,225.00/mo (Pro × 25)
50~$1,450.00/mo (Plus × 50)~$2,450.00/mo (Pro × 50)

Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.

Researched list starting prices: Insightly from $29/user/mo; Streak from $49/user/mo. Streak publishes a free plan. Confirm live vendor pricing before buying.

Open cost calculator →

Best for

Scenario picks from researched strengths — not a universal ranking.

  • → Insightly

    Best for sales automation

    Stronger workflow automation availability

  • → Insightly

    Best for integrations

    Insightly leads on integrations (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Insightly

    Best for scalability

    Insightly leads on scalability (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Streak

    Best for ease of use

    Streak leads on ease of use (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Streak

    Best for pipeline management

    Streak leads on pipeline management (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → Streak

    Best for email capabilities

    Streak leads on email capabilities (6/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

The differences that actually matter

Pair-specific analysis for Insightly vs Streak — not generic category copy.

  • Pipeline management

    Streak ahead

    On pipeline management, Streak is ahead. Insightly: Trails Streak on this criterion. Streak: Streak leads on pipeline management (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. Feature evidence also diverges on Workflow automation (Insightly: Strong; Streak: Moderate); Sales automation (Insightly: Strong; Streak: Moderate); Reporting (Insightly: Strong; Streak: Moderate).

  • Email capabilities

    Streak ahead

    On email capabilities, Streak is ahead. Insightly: Trails Streak on this criterion. Streak: Streak leads on email capabilities (6/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Sales automation

    Insightly ahead

    On sales automation, Insightly is ahead. Insightly: Stronger workflow automation availability. Streak: Trails Insightly on this criterion.

  • Reporting

    Streak ahead

    On reporting, Streak is ahead. Insightly: Trails Streak on this criterion. Streak: Streak leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Value for money

    Streak ahead

    On value for money, Streak is ahead. Insightly: Trails Streak on this criterion. Streak: Better for value for money.

Pros and cons

Product-specific for this pair — derived from researched outcomes and editorial notes.

Insightly logo

Insightly

Pros

  • Stronger on sales automation
  • Stronger on integrations
  • Stronger on scalability

Cons

  • Trails on ease of use
  • Trails on pipeline management
  • Trails on email capabilities
Streak logo

Streak

Pros

  • Stronger on ease of use
  • Stronger on pipeline management
  • Stronger on email capabilities
  • Stronger on reporting

Cons

  • Trails on sales automation
  • Trails on integrations
  • Trails on scalability

Implementation & learning curve

Based on researched setup / ease criteria for this pair.

Insightly

  • Trails on ease of use relative to Streak
  • Trails on administration relative to Streak

Streak

  • Stronger on ease of use: Streak leads on ease of use (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
  • Stronger on administration: Streak leads on administration (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

Integrations

Overlaps and exclusives from product integration data when available.

Insightly: Strong. Streak: Moderate.

Who should not choose each product

Decision quality improves when we say who should walk away.

Don't choose Insightly if…

  • You need Streak's stronger ease of use more than Insightly's strengths
  • You need Streak's stronger pipeline management more than Insightly's strengths
  • You need Streak's stronger email capabilities more than Insightly's strengths
  • Your primary fit looks closer to: Gmail-native CRM fits SMB Google Workspace teams

Don't choose Streak if…

  • You need Insightly's stronger sales automation more than Streak's strengths
  • You need Insightly's stronger integrations more than Streak's strengths
  • You need Insightly's stronger scalability more than Streak's strengths
  • Your primary fit looks closer to: Insightly fits many small-business CRM evaluations

Alternatives worth considering

When neither product is the right fit.

  • AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.

  • Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.

  • Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.

Final verdict

Scenario-level close — not a repeat of the intro.

Insightly wins when…

Insightly fits many small-business CRM evaluations

Streak wins when…

Gmail-native CRM fits SMB Google Workspace teams

  • Best for sales automationInsightly
  • Best for integrationsInsightly
  • Best for scalabilityInsightly
  • Best for ease of useStreak

Which one should you choose?

Choose Insightly if:

  • Insightly fits many small-business CRM evaluations
  • Insightly is evaluated here as a CRM/sales tool
  • Insightly combines CRM and project management for service-oriented SMB teams

Choose Streak if:

  • Gmail-native CRM fits SMB Google Workspace teams
  • Free email tools + Pro CRM for solos living in Gmail
  • Pipeline + inbox context is the daily motion

Product screenshots

Real product UI from our media library — no placeholders.

Insightly

  • Insightly CRM product banner from official Insightly homepage.
  • Insightly CRM software UI from official Insightly homepage.
  • Insightly marketing automation UI from official Insightly homepage.
  • Insightly customer service UI from official Insightly homepage.

Streak

  • Pipeline board as shown on Streak’s official site.
  • Standard CRM pipeline marketing screenshot.
  • Shared CRM board view from Streak homepage.
  • Reporting view marketed for Streak teams.

FAQ

Is Insightly better than Streak?
There is no universal winner between Insightly and Streak. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Which is easier to use?
Streak leads on ease of use (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Which CRM fits which team?
Insightly: Insightly fits many small-business CRM evaluations Streak: Gmail-native CRM fits SMB Google Workspace teams
Which is stronger for sales automation?
Stronger workflow automation availability
Does Insightly or Streak have a free plan?
Insightly: No free plan. Streak: Free plan available.
How does Insightly vs Streak pricing compare?
Insightly starts from $29.00/user/mo. Streak starts from $49.00/user/mo. Confirm live vendor pricing before purchasing.
How did SoftwareGlimpse compare these products?
We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.

Still deciding between Insightly and Streak?

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  • Independent criterion outcomes
  • No invented scores or prices
  • Affiliate links never change winners

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Affiliate disclosure: some links may be affiliate links. We may earn a commission at no extra cost to you. Rankings and scores are never based on commission. Full disclosure

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.

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