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Insightly vs Streak

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Streak
60
56
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17
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Insightly vs Streak: What are the differences?

What is Insightly? The leading small business CRM and project management web app. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

What is Streak? CRM in your inbox. Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

Insightly and Streak belong to "CRM" category of the tech stack.

Some of the features offered by Insightly are:

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Notes and Comments

On the other hand, Streak provides the following key features:

  • Simple Sharing- Want to know who in your organization has talked to a specific customer? Want to see the emails that went back and forth? Want to know where the customer is in the sales pipeline? Streak makes it easy, letting you selectively share parts of your inbox and all the deals across your company.
  • Schedule Emails to Send Later- Did you know the best time to send an email to a warm lead is Monday at 9:30am? Streak lets you write an email now and have it delivered whenever you want.
  • See all your deals inside Gmail- Want to see a holistic view of your customers or deals? We built a spreadsheet view right inside Gmail to let you edit your deals fast and create easy reports.
Advice on Insightly and Streak
Daniel Bialik
| 4 upvotes · 8K views
Needs advice
on
PipedrivePipedrive
and
StreakStreak

Hi all, I need one good online CRM which can integrate with many sales channels: - online store - social media - traditional sales - reservation system - services In the example, I need to see that customer spent: 10K in online store, divided 5k from insta store, 5k direct through the store 2k in traditional store (can be updated manually) 1k through the reservation system 0,5k through services paid I worked on Streak mainly, but I cannot see how most of this process can be automated.

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Replies (1)
Kris Zielinski
at Kris Zielinski · | 2 upvotes · 6.5K views
Recommends
on
PipedrivePipedrive

Hello

It looks like Pipedrive may be a good system for you. It wouldn’t be a problem to create specific custom fields for different revenue sources.

In terms of automation more important would be to know how integratable are these systems that you want to connect.

With good API and some pretty good third party connector software it may all be done and working within Pipedrive.

If you will have any other concerns, you can hit me up with more specific question. I’ll try to help.

Cheers, Kris

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Pros of Insightly
Pros of Streak
    Be the first to leave a pro
    • 7
      Integrates with Gmail
    • 4
      Easy setup
    • 3
      Email Power Tools
    • 1
      Free tier
    • 1
      API
    • 1
      Great and easy reporting

    Sign up to add or upvote prosMake informed product decisions

    What is Insightly?

    With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

    What is Streak?

    Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

    Need advice about which tool to choose?Ask the StackShare community!

    What companies use Insightly?
    What companies use Streak?
    See which teams inside your own company are using Insightly or Streak.
    Sign up for StackShare EnterpriseLearn More

    Sign up to get full access to all the companiesMake informed product decisions

    What tools integrate with Insightly?
    What tools integrate with Streak?

    Sign up to get full access to all the tool integrationsMake informed product decisions

    What are some alternatives to Insightly and Streak?
    HubSpot
    Attract, convert, close and delight customers with HubSpot’s complete set of marketing tools. HubSpot all-in-one marketing software helps more than 12,000 companies in 56 countries attract leads and convert them into customers.
    Insight
    Ship quality software on time. Get meaningful dashboards for Pivotal Tracker.
    Zoho
    Unique and powerful suite of software to run your entire business. It contains word processing, spreadsheets, presentations, databases, note-taking, wikis, web conferencing, customer relationship management, project management, invoicing, and other applications.
    Pipedrive
    Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
    Copper
    People sign up with their number. You get verified info. Copper is a service for developers who want a seamless, always-improving signup and signin flow in their websites and iOS apps. We remove friction so more people become and remain users, while makers ship faster and maintain less code.
    See all alternatives

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