Insightly vs Streak——哪个更胜一筹?
选 Insightly,如果你: 想要CRM和项目交付合二为一、不用买两个订阅的小企业
选 Streak,如果你: 死活不愿离开Gmail、想要CRM就在收件箱里的个体创业者和小团队
我们的看法: Insightly for simplicity, Streak for power users.
| Insightly | Streak | |
|---|---|---|
| 价格 | Free for up to 2 users | Plus $29/user/mo | Free for individuals (basic CRM) | Pro $49/user/mo |
| 功能 | Project management post-sale, Relationship linking, Custom dashboards, Workflow automation, AppConnect integrations | Lives entirely inside Gmail, Pipeline views in inbox, Mail merge and tracking, Shared pipelines, Mobile app with full CRM |
| 最适合 | Small businesses that want CRM and project delivery in one tool without buying two subscriptions | Solopreneurs and tiny teams who refuse to leave Gmail and want CRM right in their inbox |
| 学习曲线 | 中等 | 简单 |
真正的区别
Both offer free tiers, so the real question is what you get when you start paying.
Insightly stands out with Project management post-sale and Relationship linking. Streak counters with Lives entirely inside Gmail and Pipeline views in inbox.
Insightly's Achilles heel: the ui feels like 2015 — functional but clunky, and reporting takes too many clicks. Streak's: gmail-only means you’re locked in — plus the free plan is extremely limited on pipeline features. Pick whichever weakness you can live with.
最终结论
If you value project management post-sale and 想要crm和项目交付合二为一、不用买两个订阅的小企业, go with Insightly. If 死活不愿离开gmail、想要crm就在收件箱里的个体创业者和小团队 matters more, Streak is your pick. Neither is a bad choice — but one will fit your workflow better.