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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 integration with gmail is great! It fits in seamlessly and does a great job of being available but not intrusive.
I am waiting for more of Google Apps to be integrated with Streak, specifically the calendar, however, it does seem like this is a priority for Streak as well. They recently rolled out task tracking.
I am using this as my CRM and customer support tracking system.
Te integration with Google Apps, allowing you to easily track email conversations and build your CRM without leaving Gmail.
Limited functionality relatively to an enterprise-level CRM. No automated workflows.
Small business CRM. Giving us a clear overview of our customer data and conversations.
I like one of the lesser popular features that lets you split email threads from previous emails that have been indiscriminately put into the same chain by gmail just because they have the same title. I've previously used it for CRM at another company, and if you organize by stage it is a helpful free tool.
That it takes up a big chunk of the screen under your regular gmail inbox folders.
Organization.
It lets me know when someone has seen my email. I know its supposed to do so much more but it's hard to work around its UI.
It doesn't provide enough user settings and data to control views.
Checking emails
Streak integrates well with Google environments. It is very simple to import and explore using spreadsheets.
It takes time to access Streak, since you have to log in to the correct Gmail account, and then wait for the pipelines to load. It would be much easier if there was a Streak website I could open directly. Most CRM platforms now incorporate a way to view data on a map (e.g. where the shops are located). Streak doesn't have any mapping/GIS function, so a user would need to find a third party mapping solution.
My goal was to track business development contacts through their onboarding lifecycle.
I like the convenience of being able to create "Boxes" really quickly.
To begin, there were no permission sets that we could use so that other individual contributors could not delete important information. Essentially everyone had the same permissions, which always made me nervous.
We used streak to manage our Customer onboarding process with our Customer Success Team. We were able to categorize our accounts really well, but could not do much reporting as it is very behind from efficient reporting.
Integrated in an already used tool (gmail)
Doesn't link to Gdrive folder. Let's say i have a whole folder witth content regarding a project, I cannot link the whole folder. Also lack of ownership in the organization so hard to understand and standardize use.would love a function to synchronize projects into a google calendar that can be shared.
Tracking overall expenses in events.
A cost-effective CRM to start with. Easy integration with other regular communication platforms.
At scale, managing leads is a nightmare. Not at all user-friendly.
Lead Management.
I think Steak is a great add on, but all of my tasks have disappeared and I have sent two messages to support, but I am yet to receive a response. It's really frustrating to first lose my tasks, but even more frustrating is that I have not received a response from Streak. I have recommended so many of our clients to Streak already and I feel very guilty as I am now experiencing this problem.
I think Steak is a great add on, but all of my tasks have disappeared and I have sent two messages to support, but I am yet to receive a response. It's really frustrating to first lose my tasks, but even more frustrating is that I have not received a response from Streak. I have recommended so many of our clients to Streak already and I feel very guilty as I am now experiencing this problem. Lack of technical support.
As I said it's a great app, and it works very well, but I am still stuck at the moment because I have lost all my tasks. I am hoping somebody will eventually get back to me and possibly be able to retrieve my tasks, but in the meantime, I am having major anxiety as I do not have a copy of the tasks that I originally transferred from Trello.
Easy to use, integrated easily with Gmail for mass emails.
not a lot, the design was somewhat off. some features were not visible until you really wanna use them.
snooze emails.
I think that streaks mail merge function is helpful and easy to use. Streak was integrated with our Gmail accts and it was helpful to have a paper trail for all communications.
As my company has grown, streak has been bursting at the seams. Streak views haven't saved, errors with formulas would cause issues and there would be freezing. Lots of doubling errors.
Case tracking and communications. Payment and contract management.
I love how easy it was to set up. Streak has some awesome templates or you can start from scratch. Plus it resides in Gmail so there is no leaving your email.
The mobile app keeps on messing up. It works fine when first opened, but after 5 minutes if you go to look again the app says "Google Error" and nothing syncs.
Looked for a simple CRM program
I tried to use this platform for a complex mail merge and it was unhelpful.
my needs were entirely not met. better off using outlook
mail merge
Streak helps to modify email collaboration with advanced features
As I have been using it for a year I could not find anything that I can mention here as a con. Streak need to provide much more features to cover market place easily.
Streak helps me in many ways: 1. Made Email collaboration easy and understandable. 2. Ease of use. 3. Helped my Marketing Team a lot. 4. Good ROI as it gives positive results.
I like how you can tag your emails really easily and they go directly into the box for further reference
It's slow to load and clunky to navigate between lists and boxes
tracking sales and other inbound requests - good at automating intake from other systems