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Streak Reviews: 4.5/5 — Highly Rated
Streak CRM is a customer relationship management software built specifically for Gmail. This adds a layer of convenience to your processes as it helps minimize the need to jump between tools. The platform is a well-known solution for CRM, powerful conversion tracking, and delivering accurate engagement reports. Thanks to various email tools as well as available templates, users can deliver professional and personalized emails and implement mass email marketing campaigns.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
|
| Deployment | Cloud / SaaS / Web-Based, Desktop Chromebook, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Streak with other popular tools in the same category.
The organization of different pipelines, the stages and reporting features. Tasking makes it easy to organize a call list and keep up with following up for prospects. Our deal pipeline is awesome because all of the emails are automatically stored into their 'box'. There have been a ton of updates recently (like the reporting feature) that has caused us to ditch all of our other prospecting software in favor of this one.
No way to call straight from the platform that works with my mobile device. There's a way to call straight from the platform to my phone - I can call from my Chromebook.
Transparency between business units, the ability to assign tasks and delegate responsibilities. I would recommend this to a friend for their business.
Since Streak integrates with Gmail, it makes it incredibly easy to attach email threads into one box. I like how easy it is to insert documents, screenshots into Streak as well. I like the Task feature and its reminder emails that you can opted into when needed. I like how simple and easy it is to send out mail merges since I send out hundreds on a daily basis. I like how through streak, you can send and receive emails too!
How long it takes for a mail merge to complete. I have sent a few hundred merges in the past few days and it is set to go out at 7am in the morning but it takes almost the entire day to send out. I don't like how we can't have multiple users on one account.
Our entire business model is on Streak. We track our sales, pipelines, stages, customer service and support issues all on Streak.
Streak is an ideal tool for all types of companies that want to simplify CRM activities, I love that I can use my own gmail account, and use it in my work, without needing anything else, just install the add-on and you're ready CRM in your email, your cost is also very good, and can be used by any person or company, you can provide customer support in gmail, facilitating communication with people, who want to contact us with your email account, this simplifies a lot of sales and all kinds of support, I love it.
The free version does not work, try to try another personal email, which I do not use at work, but I would like to use Streak there too, but it is not the same, it does not have the same features as the paid version, I do not understand why they offer a free version, if it does not work at all, I could not do anything with this application, I do up to a different configuration, in conclusion, I could not use it, like my work, this seemed pretty bad, it's better than Do not offer a free version, and better be clear, and say that you should buy and nothing else.
For a company this is an ideal investment, since low cost can have a professional CRM in a free Gmail account, open many costs, and the difficulties of installing a CRM, which can be a desktop software, or in the cloud, here you only need your gmail account, install the add-on pay and order, you can contact your customers, solve support problems and all kinds from gmail.
Streak makes it easy to quickly organize all of my leads within Gmail, so it's easy to navigate and integrated with my email easily. We can have different pipelines for different projects and it's simple for my manager to check in on the status of a project or remind me to follow up with a partner. Streak can also create follow up tasks for specific leads, which is a helpful too.
There should be a way to duplicate boxes! It's a pretty manual process to make copies of boxes for re-engaging previous partners and sometimes moving columns while viewing your pipeline can be glitchy. It's a new product, so I expect there to be tech fixes along the way as the product becomes more finessed.
It's a cheaper CRM solution for our team than Salesforce and it allows us to organize our Gmail inboxes in a shared and easily visualized way. It makes keeping up with email simpler because of the different views you can make. It's a deceptively powerful tool.
Easy way to manage funnels (sales, customer service) - great mail merge features, and all within your gmail inbox. Easy to work with across teams.
I wish it was easier to input users - the "add from Google spreadsheet" feature is a bit annoying, but it does work. Just a lot of steps.
Managing big sales funnels, keeping track of communications with leads and customers, mail merges and outreach. (Partner this with "Canned Responses" - a Google lab feature - and you're really cooking.
The ability to box opportunities to share
Contact management within is not the best
Cross functional communication
Pretty intuitive. Able to track emails and keep all files in one place. Very customizable.
For our business, I wish there was a way to categorize a company without having to create a "stage".
Keeping track of outreach and sending timely followup emails.
Streak CRM is a good service that is completely integrated to your Gmail/Gsuite interface. So, if you work with your e-mail on all the time, Streak can be a great way for start using a CRM in your workflow. The free version of Streak is great and has many features.
Streak CRM does not have more complex CRM features, so it might not be a good fit for heavy needs. For me, the bigger downside is that it lacks a more intuitive and complete way to manage your contacts inside the CRM and its funnels.
I use Streak as a control CRM for business e-mail conversations. I also use its great plugin features like "Send Later", "E-mail Tracking" and "E-mail Snippets".
Streak is an add-in to Gmail. As a professional who is already using Gmail for their core email, it is great to have this readily accessible. The ability to automatically track and add emails to the pipeline could be helpful to some users. It also has an iPhone app to keep up to date with summary level information when away from your computer. Streak also can create all sorts of visual reports and graphics.
It does not have the most robust set of features to track opportunities. I wish you could add some sort of probability weighting to each step in the sales funnel and have it import information more easily from other systems, such as email marketing like MailChimp.
Before Streak, I was tracking opportunities via spreadhseet. It is inconvenient to be switching back and forth between email and spreadsheets to keep an important file like a sale pipeline up to date.
- lightweight CRM - easy to use Gmail integration - great customer support - UX / UI is easy on the eyes - new features continue to roll out
- still in beta mode in a lot of ways (but their team is very supportive if you have questions) - can be clunky & slow to load sometimes (although we have a TON of data stored)
- streamlining sales team operations - more effective communication - better documentation