Compare Salesmate vs Streak vs Insightly

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Salesmate

 6 ratings CRM

Streak

 109 ratings CRM

Insightly

 622 ratings CRM
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About Salesmate

Salesmate CRM is designed to help small and mid-sized business in their sales growth with its intelligent features like sales automation, sales reporting, streamlined communication etc.

  • Easy to use, simplified & effective
  • Highly customized – Suited for all types of sales teams, processes, and requirements.
  • Highly affordable – Specially designed for small businesses eliminating undesirable features for small businesses that lead to increased cost.
  • 24/7 Technical Support – Via email, live chat & call

Salesmate is more than a CRM and dashboard. It can be defined as all-in-one sales intelligence tool that makes it easy to build, maintain and update powerful business processes with simple yet effective features.

Some of the top features that top sales teams love in Salesmate:

  • Smart Workflow Automation for eliminating manual work
  • Sales Intelligence with Intuitive Sales reports
  • Seamless Sales Pipeline Management
  • Email Templates and email Tracking with Smart Emails
  • Seamless integration with third-party apps including Gmail
  • Get notified quickly with Mobile CRM app
  • Seamless Sales Pipeline Management
  • Team Inbox
  • Product Catalogue

About Streak

Innovative CRM in your email inbox.

Simple Collaboration. Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done. Streak's goal is to make it simple to manage your everyday processes so you can close more deals, resolve more support tickets, and get things done.

Manage your deals, support queue (and more) inside Gmail. Replace multiple external systems with Streak. Access your information in Streak from any computer - and keep working while on the go using our mobile App.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • All in one sales CRM for growing businesses

  • Stay alerted and response quickly with mobile CRM

  • Focus on the right deals at the right time with sales pipeline

  • Smart inbox with email tracking and scheduling features

  • Make templates from your best performing sales emails

  • Give more time to sales, let Salesmate do admin tasks for you

  • Automate activities like deal assignment, follow ups, deal status change with smart workflows

  • Intergrate with apps you are already using with Salesmate for more productivity

  • Close more deals in less time with smart sales management features

  • Keep track of all the activities and goals with insightful sales reports

Summary

  • Flexible structure allows you to change your workflow on the go - no coding. Change your process as your business evolves.

  • Access your information on Streak from any computer. Keep working while on the go using Streak's mobile App.

  • CRM flavors from sales, product development and deal flow to hiring, support and fundraising.

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Pricing

GROWTH

$24.00
1 user(s) / month
Included in plan:
  • All Starter Plan features
  • Team inbox – New
  • Product / Services management – New
  • Goal management
  • Recurring activities
  • Email scheduling
  • Smart email reminders
  • Email metrics
  • Number of workflows 25
  • Number of emails (workflow) 500/user/day
  • Date based workflows
  • Custom reports
  • Custom dashboard
  • Email analytics
  • Email template usage analytics
  • File storage 5 GB/ User
  • Security roles Custom Roles

Starter

$12.00
1 user(s) / month
Included in plan:
  • Contact management
  • Company management
  • Deal management
  • Multiple pipeline management
  • Activity management
  • Notes & follow-up activities
  • Calendar sync
  • Custom fields
  • Dependency fields
  • Custom views
  • Custom layout
  • Custom module names
  • Custom pipelines & stages
  • Custom deal win probability
  • Deal board (pipeline) view
  • Custom activity types
  • Merge records
  • Clone records
  • Search
  • Filters
  • Add files
  • Add & pin notes
  • Notifications
  • Multi currency
  • User mentions
  • Email SMTP & Bcc forwarding
  • Integration via IMAP
  • Email full sync
  • Email tracking
  • Bulk emails
  • Email templates
  • Email storage
  • Built-in call
  • Text Messaging
  • Workflow management - 10
  • Number of emails (workflow) 250/user/day
  • Standard reports
  • Standard dashboard
  • Cross module reports
  • Chart & grid reports
  • Activity insights
  • Deal insights
  • Sales insights
  • Sales pipeline
  • Sales funnel
  • Chrome Extension
  • Call log reports
  • Mobile Apps
  • File storage 2 GB/ User
  • Migration from other CRMs
  • Security roles – Fixed Roles

Trial

Free
Included in plan:
  • All features - Trial for 15 days

FAQs

    Does this service offer an API?
  • Yes

  • Does this service integrate with any other apps?
  • Gsuite, mailchimp, wuffoo, formstack, sandinblue, piesync1. Gsuite, mailchimp, wuffoo, formstack, sandinblue, piesync

  • Who are the main user groups of this service?
  • Salesmate CRM is high customizable that anyone can easily use it and customize it according to the sales process. Whether it's a freelancer, startup or small business, Salesmate CRM comes up with different pricing models so that everyone can use it without any hassle.

  • What platforms does this service support?
  • Windows, Linux, Mac, iOS & Android.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What is this service generally used for?
  • Salesmate CRM is designed to nurture more relationships with customers with the excellent features like sales automation, condition based and date based workflows, email tracking, etc. The best part is, it has built-in phone feature that helps sales teams to maintain the seamless communication in one place via calling and text messages.

FAQs

    No FAQs associated with this application.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

  • What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

Vendor Information

Founded:
-
Based in:
Charlotte
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Other

Who uses Salesmate
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Streak
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a
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