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$39

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Streak REVIEW

CRM Software

No user reviews
USER SATISFACTION 97%
OUR SCORE 9.0

What is Streak?

The software has a simple proposition that makes it unique: turn your Gmail into CRM. Where most of us rely on emails as our direct communication line to customers and prospects, Streak’s approach makes sense.

The CRM plugin focuses on your inbox, specifically Gmail, and groups email threads based on your workflows. It ups the ante of email labeling; emails aren’t just tagged, they’re grouped together in stages across a pipeline. The software is designed to be compatible with the processes in sales, deal flow, product development, support, fundraising, hiring and real estate.

Because it is limited to Gmail, Streak is ideal for freelance and small business. However, larger organizations  that rely on Google’s email client will find the plugin useful. In fact, Streak is used by top tech companies like Uber, Weebly, Twitter and Yelp.

With Streak it’s easy to track views, send bulk emails, schedule emails and create separate but related email threads for different teams like sales, support, product and HR.

Best of all, Streak has a freemium ideal for personal use or freelance. It’s a nice way to get yourself used to implementing CRM for more sales.

Overview of Streak Benefits

Thinking inside the box works. When everybody is thinking out-of-the-box, sometimes things get unnecessarily complicated. CRM is one case. A simple process that you used to do in email becomes complicated when a separate CRM solution is added. Employees have to learn new tools and trinkets, and, in most cases, adapt their processes to this new system. The result is a simple, effective workflow is disrupted and the team’s momentum is lost.

Streak doesn’t disrupt or change, rather, it adds up to what you’ve already perfected. Literally thinking inside the box, Streak complements your email habits. User adoption comes naturally, helping employees to get better at pushing deals down the funnel with their trusted email client.

Adapts to myriad workflows. Streak suits the stages in deal flow and sales pipeline, but it doesn’t stop there. Product developers can structure workflows for collaboration and task stages. Fundraisers can organize stages into a familiar layout to move their pitches. Support can use “new,” “assigned” and “resolved” to sort emails. Human resource can divide the emails into meaningful hiring stages like resume, interviews and onboarding. Real estate will also find the CRM plugin easy to adopt. There are plenty of ways to organize emails that suit how you are already processing the steps to meet your goals.

It’s highly collaborative. Email is still one of the most useful and familiar collaboration tools. Customers, team members, key partners, anyone can readily adopt to it and stick to the conversation. What Streak does is strengthen email’s weaknesses. One is the CRM plugin centralizes shared documents. You can view all contents related to a deal. In short, you get to access shared files no matter at what stage your conversation is with a specific party. This way, you can easily get up to speed where you left off on your last discussion.

Specifically, project teams can share mock-ups, proposals, requests and other documents related to a project. Emails are also shared so newcomers can quickly get into the discussion. You can also transform your simple inbox into a collaboration platform with external teams like clients and suppliers.

Meantime, support can share a library of best answers and editable snippets to address recurring questions without losing a personal touch. For HR managers, sharing resumes with other executives is important to arrive at an informed decision.

Leverage available tool. Streak doesn’t replace your client-facing tool. It enhances it to help you gain more visibility across the pipeline. You don’t miss out on opportunities. For instance, a customer inquiry received by support can quickly be channeled to sales. Suddenly, your Gmail company account becomes a CRM that links different teams. Without installing or subscribing to a different system, you upgrade how your teams work together, even separately but aligned to your overall goals. From finance’s perspective, this is cost-effective, a low capital outlay resulting in a potentially huge ROI.

No-frills CRM implementation. If you’re just implementing CRM to increase sales or improve overall business efficiency, Streak is a compact, straightforward tool to get started. It doesn’t have the bells and whistles of more popular CRM solutions; just the tools that matter for now. That said, it trains your workforce to learn CRM disciplines like spotting opportunities by association, using 80/20 principle to follow leads with the most return, and focus on core tasks while automating administrative and recurring ones. With user adoption almost guaranteed–it’s so simple to use–your CRM strategies are quickly implemented, followed and perfected.

Overview of Streak Features

  • Private and shared pipelines
  • Boxes
  • Email tracking
  • Email power tools (snoozing, send later, snippets, thread splitter)
  • Mail merger/mass email
  • Custom columns/fields
  • Magic columns/fields
  • Search/auto-complete
  • File attachments (Google Drive)
  • Import/Export capabilities
  • Mobile access (iOS)
  • Basic API access
  • Webhook API access
  • Adanced Zapier integration
  • Task/Reminder (Google Calendar integration)
  • Call logs/Meeting notes
  • Linked boxes
  • Formulas
  • Email filters
  • Saved views
  • Advanced permissions
  • Custom permissions
  • Data validation
  • Premium email support
  • Premium phone support
  • Data recovery service
  • Dedicated customer success manager
  • Consolidated billing

What Problems Will Streak Solve?

Problem: User adoption is low
Solution: Streak builds on the communication and collaboration tool being used by employees: Gmail. The CRM plugin is so simple that users easily integrate its tools to their daily routine.

Problem: Fixing something that’s not broken
Solution: It’s tempting for many organizations to adopt a new system because of the vendor’s promises or claims. The problem arises when the new platform disrupts what’s already a working process for your employees. This is starker in sales, when salespeople are used to doing things “their way.” But Streak doesn’t change or replace processes; it enhances them. You keep the momentum while subtly introducing a better way of doing things.

Problem: Shifting from CRM to email, or from one app to another
Solution: Streak brings the CRM to your inbox. Your Gmail interface becomes your centralized CRM and collaboration platform.

Streak Position In Our Categories

Position of Streak in our main categories:

50

Streak is one of the top 50 CRM Software products

50

Streak is one of the top 50
CRM Software products


If you are interested in Streak it could also be sensible to check out other subcategories of Best CRM Software collected in our base of B2B software reviews.Customer Service Software, Online CRM Software, Feedback & Reviews Management Software

Since each enterprise has specific business wants, it is prudent for them to abstain from looking for a one-size-fits-all perfect software system. Needless to say, it would be useless to try to find such a system even among popular software solutions. The intelligent thing to do would be to catalog the various important factors that require consideration such as main features, finances, skill levels of staff members, company size etc. Then, you should do your groundwork thoroughly. Read some Streak reviews and check out each of the other systems in your shortlist in detail. Such exhaustive research can make certain you weed out ill-fitting applications and choose the solution that provides all the features you need for business success.

How Much Does Streak Cost?

Streak Pricing Plans:

Streak is priced on a per-user, per-month basis and available in three plans.

Personal – Free

  • Basic CRM Features
  • Email Power Tools
  • 200 Tracked Emails per month

Corporate – $39 per user/month

  • Full CRM Features
  • Unlimited Email Tracking
  • Advanced Reporting
  • API Access
  • 750+ Integrations (via Zapier)
  • Premium Email Support

Enterprise – $89 per user/month

  • Custom Permissions
  • Data Validation
  • Data Recovery Service
  • Dedicated Customer Success Manager
  • Premium Phone Support
  • 10 user minimum required

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Streak reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Streak. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

205

NEGATIVE SOCIAL MENTIONS

6

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Technical details

Devices Supported
  • Windows
  • Linux
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Free
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.

What are Streak pricing details?

Streak Pricing Plans:

Streak is priced on a per-user, per-month basis and available in three plans.

Personal – Free

  • Basic CRM Features
  • Email Power Tools
  • 200 Tracked Emails per month

Corporate – $39 per user/month

  • Full CRM Features
  • Unlimited Email Tracking
  • Advanced Reporting
  • API Access
  • 750+ Integrations (via Zapier)
  • Premium Email Support

Enterprise – $89 per user/month

  • Custom Permissions
  • Data Validation
  • Data Recovery Service
  • Dedicated Customer Success Manager
  • Premium Phone Support
  • 10 user minimum required

What integrations are available for Streak?

  • Gmail
  • Google Apps
  • Zapier (connects to hundreds of third-party apps)
  • API

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