Streak Reviews & Product Details

The completely seamless integration with Gmail

Really nothing that we dislike; one improvement would be an ability to "archive" old boxes, so that they do not show up in search results

In our application of our sales process at Lapp Structures, we were looking for CRM software for our growing retail business. As the decision-maker on this rollout, I had two main priorities for our software. First was finding a software that integrated seamlessly with Gmail, as we use Google Apps for our email, calendar, and other uses. Also, with varying technical ability among our sales staff, this software needed to be extremely easy-to-use. In my research, software with deep functionality (which we did not need in our use case) often brought with it a difficult-to-use user interface. With Streak, it is extremely easy to create a new "box" for a new sales lead, to add information and emails to the box, and follow it through the process with tasks and reminders. We could not be happier!

The integration with gmail, the customer support, the help videos, it is not only an amazing product it is also an amazing company.

The trail account used to be better, I recommend this software to many people, but now the trial account is almost not of use.

CRM, Workflows, Task Planning, Follow up on activities.

The ease of creation and organization boxes and flow through each pipeline.

I'm not sure if it is "user error" but dragging one box to another pipeline rather than having to click to enter it and then move it through different pipelines/stages.

Organization of hiring for multiple offices. The ability to create stages of hiring, the easy sync with our calendar of upcoming items and staying on task with each candidate has been very easy. I also like that you can share out pipelines for progress and updates.

I can easily manage my own custom sales pipeline. While it's nowhere near a full-fledged CRM, it fulfills the basic functions extremely well, right inside my Gmail and I have yet to think of a complaint. The price point is free for my small team (which is just me). It assists in my workflow enough to make me more efficient, but without getting in my way or bogging me down with unnecessary features.

My only dislike is the fact that I'm on the free version, while there are additional features in the pro version. For me personally, it works best because more features means more time off the phone and on the computer micro-managing my process.

My sales pipeline has gotten extremely efficient. I know where potential clients are at all times and sales no longer slip through the cracks unless it's my own fault for not using the software. A huge benefit is the fact that it's built into Gmail, which I use on a daily basis regardless.

This free tool offers so many features it is ridiculous. From free email tracking, templating, reminders, scheduling and more. There is a lot that this product offers.

I do think that the product could be updated a little more often or have more features released over time.

I use this product as an informal applicant tracking system as well as a contact list. It is helpful in many different ways and has a lot to offer as far as solutions.

I used to use a couple of Streak's features via standalone plugins for Chrome, but none of them did a good job anyway. Streak combines things like email snoozing, snippets, scheduled sending, read receipts, plus an entire pipeline CRM to Gmail all with one simple plugin. As a small business we simply add emails from our website's Contact Form to a Streak Pipeline and we can make notes, and see all emails and contacts involved. The data has been helpful for us, too. For example, how many leads convert, and what's in the Notes of the ones that don't? Very valuable info for us!

Since Streak is a Chrome plugin it can sometimes alter the page in a way that appears broken, or breaks other Gmail features. These bugs are tiny, and they come/go with new versions being released. I think this is just a limitation of it being a plugin, though. The 'Split Thread' feature has never worked for me and I think that'd be a handy one. I'd like to see thumbnails in the 'Contents' section for attachments, or just a totally different section / label for a Box's attachments.

I used the scheduled sending to make it look like I'm sending emails bright and early in the morning, and then my message is at the top of the receipients inbox in the AM. I use the Snippets feature to copy in information that I found myself retyping to clients during our order process and saving TONS of time. If someone tells me they will follow up, I use the Snooze feature to pop the message back into my inbox if no one has replied. The CRM feature is great, as well. I use it to follow email chains through our order process and the Boxes are helpful for clients who start new email chains on every reply, send attachments separately, multiple chains per order etc.

The collaborative organization! Streak pipelines are the best thing that has ever happened to my sales team. By establishing the Streak pipeline for (in my case) each a sales and on-boarding process, your entire team becomes intuitively aware of (i) the flow of the sales/on-boarding process, and (ii) where the biggest hurdles are in the pipeline that slow down the sales/on-boarding process. My whole team can also add emails to each account, "box" in Streak terms. This is great for when I want to know about an account someone else is corresponding with - I can go into that account's "box" and see all the emails, customizable note fields, and any reminders that my teammate has made. Streak notes also appear beside any message you send or open (if you've already associated the message with a "box"). This is fabulous, because when you're reading or composing a message, you can glance to you or your teammates' notes on the side and have any context you may need.

- Streak, to my knowledge, doesn't sync with Salesforce. - There's an email tracking function within Streak, but it only tracks how many views and on what devices - no detailed analytics like Yesware. - A few months ago I tried to make a bulk transfer of information from one pipeline (Sales) to another (Vendor On-boarding/ Tracking). It worked, but some information that was transferred stayed as a duplicate in the original pipeline while other information didn't transfer and needed to be individually moved.

Streak has helped my team organize our accounts and share all of our correspondence with each client. It's collaborative email organization with a visual pipeline functionality. You can share emails, notes, even templated messages. I do not want to imagine how much less efficient we would be now without Streak.

It feels like it is designed to be really useful for a solopreneur like myself. It does the things I need it to do.

I would like to be able to add a custom email address in the BCC line that would make it so that only certain emails from a person are linked to that contact.

It makes finding the information about my clients and sorting through all of their information, much easier. Plus, it is great that it is integrated into Gmail which I use all the time.

My favorite thing about Streak is that it integrates directly with my Gmail so I don't need to keep switching between my CRM and email app! it's easy to install and has really simplified my networking and contact management by orders of magnitude.

The one thing that's bothersome is that sometimes Streak loads only partially (or not at all) when I launch Gmail. I refresh the page and then it loads, but I'd rather not have to deal with that.

Managing both prospecting and networking.

you can create a data in a very easy way using your emails and it automatically put an indication base your choices created using Streak, yu can also share it to your team mates and can uise multiple times wiht no issue.

No indication on what specific date you do follow up, It would been better if once we have the data date will automatically included.

once you use streak and add the data your emai l will have an indication about the status of the email you've sent, wether it's for follow up, sales etc. proper tracking of the lead data and have an access to the status of your email, you will also know if your email has been viewed or not.

it's a legit CRM, a legit tool, has customer support, works wonderfully with Gmail, simple and easy to use. Even the free version of this tool is awesome and gives pretty good insights to use for your marketing campaigns.

1. it does not let you know the location of the people that opened your emails. 2. Customer support is slow from time to time. 3. Randomly goes down but comes back and no telling how long it goes down or stays down, it could be 5 minutes or 30 minutes.

Helping me see who opened my messages and who did not. Also keeps track of my marketing so I can make the necessary changes in my future messages and campaigns.

I like the after market support of Streak.

Integration. It is hard to integrate other apps internally.

Leads and marketing were the two main points why streak is helpful to the organization.

Pipelines and email tracking can be done with ease.

mail merge limitation in the free version.

Email tracking with details such as where it opened what time it opened and how many times it opened are tracked easily.

User-friendly interface. Streak helps me manage my mail and know who has seen my emails, so I can find solutions to write more engaging emails.

To be honest, I don't see any downside until now

It helps me optimize email management effectively and save time. Most importantly, the email tracking tool lets me know the metrics and tailor the content to be most effective.

Using the pipelines to send personalized mass emails!

I want to filter my contacts better, sometimes it's confusing.

Mass emailing people very quickly, keeping in touch with clients while saving time

It is convinient since it is built in to gmail - I would say that they is a lot of room to expand and improve - More futures can be added and more internal automations - but it is highly recommended

ore futures can be added and more internal automations - but it is highly recommended - if find that it is not beign fully exploited the Potential

management of clients - organization

The pipeline import feature is a must mention and the mail merge feature is too excellent!

I don't think anybody can dislike anything in this software because it's really awesome

I use the software every day in the capacity of a customer success executive to send and manage my emails

The pipelines feature is the most useful feature in Streak. You can easily classify leads according to the stage they are in.

Ease of use is an issue sometimes, it should be more intuitive. Also, it pops up everytime you open gmail, which can be changed

Email Marketing, Lead Classification

There are many CRMs, but all of them are external tools. Streak CRM is an Inbuilt CRM for Gmail. You do not require to go outside of your Gmail and manage all your sales pipeline inside your Gmail Inbox.

The Email Tracking option needs improvement. We cannot track the link opening rate inside our Email, and also, the data of Email opening is sometimes Inaccurate.

Organizing every contact, especially If you are into sales and do regular cold emailing, is difficult. With Streak CRM, we can easily manage all the data inside your Gmail and also send mass emails to our list of contacts. We don't need to rely on any other external tool, and everything is manageable inside Gmail is the most significant benefit.

Ease of installation with google add-ons

Regular promotional emails and webinar invites

Email tracking and viewing capability