Streak Reviews & Product Details

Shared canned responses increase efficiencies. Ability to integrate with other Google Apps and other tools through Zapier is streamlines processes. Email management with tracking, snoozing, and filtering into pipelines keeps us on task.

Interface is cumbersome, but filtered views help improve the experience. There are some missing shortcuts like not having a direct way to manage snippets. There are almost too many options that can make it difficult to want to explore (although this is a usual CRM problem). Pricing is a high per seat.

1) Manage pipelines consistently 2) Share progress with team members and provide shared efficiencies 3) Integrations into other online software like bookkeeping and forms

No additional software required to install, and no more sites make this a great CRM tool for Gmail.

The interface could use a bit of work to make it easy to move between emails and the CRM elements.

Organizing customer information, files and email in one system helped speed up our sourcing process.

Inline with Gmail and everything is great

Conflicting UI sometimes so noobies are overwhelmed

Sales pipelining easier

Streak is really powerful. What first got me interested in Streak was their email-open detection feature. By embedding an invisible 1 pixel image Streak can track when your recipients open your emails. This is invaluable for any sort of sales / bizdev work. Then they hooked me further with their awesome "return-to-inbox" solution that I used to use "Boomerang" for. Streak did it 10X better, including using really great natural language processing to parse dates like "three weeks from now" flawlessly.

The CRM portion of Streak is fairly heavyweight and confusing. Because of that, I don't really use it much. Maybe if I was in more of a sales job I would.

With Streak I get email-open tracking and return-to-inbox with natural language parsed dates solved. This is enough to sell me on their free plan.

I like the Mail Merge and "insert templates" fields.

Adding new statuses through the CRM system is very confusing. It also crashes frequently. I don't like how you can't use different tabs while your mail campaigns are sending. You can't add attachments through a mail merge :(

Generating leads through personalized email campaigns. We have generated new sales because we are customizing our messages.

My favorite part about Streak its email management, tracking, and templates. I initially used streak to track client emails and loved seeing how many times my email was opened. Streak also has many other features, including CRM.

My biggest dislike about Streak is the email notifications that it would send me such an enabling specific setting. The mobile version is not as functional as using it on my computer.

The biggest problem that Streak helped my company and me struggle with is email tracking. We were able to track which email campaigns were successful and which were unsuccessful. This allowed us to effectively follow up with the right clients and candidates as a recruitment agency.

That it's only a few clicks to start logging all the info and contact data

It's very cluttered when you're going back in to retrieve old conversations. It's not as easy as other crms to search for specific messages

Holding all prospect data in one place for follow up

Mailmerge capabilities, visibility into open rates and email views, pipeline management

Not much to dislike. The company sends a lot of marketing emails, which isn't much of a downside.

Mail merges are less manual. It's easy to train reps on using the platform with step-by-step instructions and an easy-to-use UI.

At a glance, I'm able to view several companies at a glance. Helps to organize and categorize companies in the pipeline.

There is one box for taking notes, but it doesn't save across different entries, so it's tough to record non-gmail related interactions (e.g. call notes).

Managing movements across the pipeline, categorizing groups of deals that require actions, share information and interactions with the rest of the team.

Streak is easy to use, and our team maximized the Email Snippet functionality the most, although there are other powerful functions in the tool, too.

Streak had a handful of functions that our team didn't use, so we couldn't find the right package tier that fit our needs. Unfortunately, we also couldn't export our snippets in a text-friendly format.

Email collaboration was the biggest win for us -- our team could share templates with one another across functions.