Insightly vs Streak: Insightly fits most teams of 5
Start here: Insightly
Small to mid-sized businesses wanting a user-friendly CRM
Our pick for most teams
/ 100
- Price
- From $348/user/yr (yearly only)
- Free plan
- No free plan
vs/ 100
- Price
- From $59/user/mo · $588/user/yr
- Free plan
- Free plan runs inside Gmail: email/link tracking, snippets, Streak Share, thread splitter, 50 mail merge sends/day; no CRM pipelines
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Which one fits your team
- Checked 2026-10-14
- 2 sources
The score is worked out from the facts below. How we score tools. What we earn is not part of it.
Insightly: who it fits and who it does not
- Good for
- Small to mid-sized businesses wanting a user-friendly CRM
- Service and project-driven firms (agencies, consultancies, manufacturers)
- Teams wanting sales and project delivery in one tool
- Not for
- Teams that only track leads and need a lighter, cheaper tool
- Large enterprises with very complex workflows
- Users needing 24/7 live support or advanced social tools
- The catch
- Combines CRM and project delivery, but workflow automation and AI are gated to higher-priced plans and premium support is expensive.
Data last verified: 2026-10-14
How we make money · How we score tools
Streak: who it fits and who it does not
- Good for
- Teams that do most work in Gmail / Google Workspace
- Freelance consultants, real-estate agents, small agencies and recruiters
- Simple, email-driven sales workflows
- Not for
- Anyone outside Gmail/Google Workspace
- Large enterprises needing forecasting and territory management
- Healthcare orgs needing HIPAA compliance
- The catch
- Native Gmail CRM that is easy to adopt, but it only works inside Gmail and reporting is basic, with advanced features on pricier plans.
Data last verified: 2026-10-14
How we make money · How we score tools
What each one costs over five years
Same team size, cheapest plan of each, paid monthly or yearly.
Insightly
Five years for a team of 5, paid yearly: $8,700
On the Plus plan, at today's price. We do not assume a rise.
- Paid monthly, one year
- Not verified
- Paid yearly, one year
- $1,740
- "Plus" has no verified monthly price
Change the number to see your own total. Nothing is sent anywhere.
Vendor pricing page · checked 2026-10-18Streak
Five years for a team of 5, paid yearly: $14,700
On the Pro plan, at today's price. We do not assume a rise.
- Paid monthly, one year
- $3,540
- Paid yearly, one year
- $2,940
Paying yearly saves $600 a year (17%).
Change the number to see your own total. Nothing is sent anywhere.
Vendor pricing page · checked 2026-10-18The four facts that decide it
Every figure comes from the vendor's own pages, listed under Sources. | Insightly | Streak |
|---|
| Score out of 100 | 85.1 | 62.1 |
|---|
| Cheapest plan | Plus | Pro |
|---|
| Free plan | No free plan | Free plan runs inside Gmail: email/link tracking, snippets, Streak Share, thread splitter, 50 mail merge sends/day; no CRM pipelines |
|---|
| Works with (apps) | 10 | 7 |
|---|
Every figure comes from the vendor's own pages, listed under Sources.
Insightly
- Score out of 100
- 85.1
- Cheapest plan
- Plus
- Free plan
- No free plan
- Works with (apps)
- 10
Streak
- Score out of 100
- 62.1
- Cheapest plan
- Pro
- Free plan
- Free plan runs inside Gmail: email/link tracking, snippets, Streak Share, thread splitter, 50 mail merge sends/day; no CRM pipelines
- Works with (apps)
- 7
Feature by feature, on the same list
Open a row for the vendor's own wording and the page we read it on.
Contact managementInsightly: YesStreak: Yes▾
- Insightly
- Contact and organization management on all CRM plans
Vendor page · checked 2026-10-14- Streak
- Unlimited contacts on paid plans
Vendor page · checked 2026-10-14
Track deals in stagesInsightly: YesStreak: Yes▾
- Insightly
- Customizable sales processes on all CRM plans
Vendor page · checked 2026-10-14- Streak
- CRM pipelines on Pro and above; not on Free
Vendor page · checked 2026-10-14
Works with your emailInsightly: YesStreak: Yes▾
- Insightly
- Bidirectional email sync on all CRM plans
Vendor page · checked 2026-10-14- Streak
- Works natively inside Gmail
Vendor page · checked 2026-10-14
Automatic follow-up emailsInsightly: Not verifiedStreak: Yes▾
- Insightly
- Not verified: the vendor gives no detail.
Not verified- Streak
- Mail merge up to 1,500/day on paid plans with automatic follow-ups (no 'sequences' label)
Vendor page · checked 2026-10-14
Does routine steps for youInsightly: YesStreak: Yes▾
- Insightly
- Complete workflow automation on Professional and Enterprise; not Plus
Vendor page · checked 2026-10-14- Streak
- Automation on Pro+ and Enterprise; not on Pro
Vendor page · checked 2026-10-14
Reports and dashboardsInsightly: YesStreak: Yes▾
- Insightly
- Built-in dashboards on all plans; custom insight cards limited on Professional, unlimited on Enterprise
Vendor page · checked 2026-10-14- Streak
- Standard reports (Pro); advanced reports (Pro+, Enterprise)
Vendor page · checked 2026-10-14
Forms that capture leadsInsightly: YesStreak: Not verified▾
- Insightly
- Web-to-lead capture on all CRM plans
Vendor page · checked 2026-10-14- Streak
- Not verified: the vendor gives no detail.
Not verified
Your own fieldsInsightly: YesStreak: Yes▾
- Insightly
- 50 on Plus, 100 on Professional, 200 on Enterprise
Vendor page · checked 2026-10-14- Streak
- Custom fields on Pro and above
Vendor page · checked 2026-10-14
Mobile appInsightly: YesStreak: Yes▾
- Insightly
- Insightly mobile app on all CRM plans
Vendor page · checked 2026-10-14- Streak
- Mobile app listed on Pro and above
Vendor page · checked 2026-10-14
Connects to your other apps (API)Insightly: YesStreak: Yes▾
- Insightly
- REST public API on all CRM plans; webhooks not on Plus
Vendor page · checked 2026-10-14- Streak
- Standard API (Pro); API + webhooks (Pro+, Enterprise)
Vendor page · checked 2026-10-14
What you risk by starting
Insightly
Trial, refunds and getting your data out of Insightly.
- Free trial
- 14-day free trial
- Vendor page · checked 2026-10-18
- Card required to start
- No
- Vendor page · checked 2026-10-18
- Refund policy
- Not verified
- Vendor page · checked 2026-10-18
- Getting your data out
- Not verified
- Vendor page · checked 2026-10-18
- Effort to switch away
- Not verified
- Vendor page · checked 2026-10-18
Streak
Trial, refunds and getting your data out of Streak.
- Free trial
- 14-day free trial
- Vendor page · checked 2026-10-18
- Card required to start
- Not verified
- Vendor page · checked 2026-10-18
- Refund policy
- Not verified
- Vendor page · checked 2026-10-18
- Getting your data out
- Import/export of pipeline data via Google Sheets, CSV or Excel on Pro, Pro+ and Enterprise
- Vendor page · checked 2026-10-18
- Effort to switch away
- Not verified
- Vendor page · checked 2026-10-18
Where these facts come from
What to do next
You can leave now. Nothing here expires.
Data last verified: 2026-10-14