Insightly vs Streak

Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!

Steak CRM, founded in 2011 and headquartered in San Francisco, California, offers an innovative CRM solution that integrates seamlessly with Gmail. This unique approach allows businesses to manage customer relationships, sales processes, and tasks directly from their inboxes, enhancing productivity and efficiency. Streak’s robust feature set includes deal pipeline management, advanced email tracking, comprehensive contact management, team activity tracking, and automated workflows. The platform supports customizable workflows and unlimited pipelines, making them adaptable to different business needs. Customers have praised Streak's ease of use, seamless integration with Google Workspace, and time-saving tools like mail merge and shared snippets. While some users have noted issues with recurring bugs and the mobile app’s functionality, overall feedback highlights Streak’s effectiveness in streamlining CRM tasks. The company has received accolades, such as the G Suite Partner of the Year award, reflecting their strong security practices and innovative integration. Streak’s pricing plans cater to various business sizes, offering a free trial and advanced features in higher-tier plans. With a strong reputation in the CRM industry and a focus on simplicity and accessibility, Streak CRM is an appealing option for businesses looking to optimize their customer relationship management within the familiar environment of Gmail.