Skip to content

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

85.1/ 100

Price
From $348/user/yr (yearly only)
Free plan
No free plan

62.1/ 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

Add more tools to this comparisonCompare a different set

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 2026-10-18

Streak

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 2026-10-18

The four facts that decide it

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

Insightly

https://www.insightly.com/pricing/ · checked 2026-10-14

Streak

https://www.streak.com/pricing · checked 2026-10-14

What to do next

You can leave now. Nothing here expires.

Data last verified: 2026-10-14