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Streak

Productivity

Transform your Gmail into a powerful CRM with seamless pipelines.

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WHAT IS STREAK

Streak is a Customer Relationship Management (CRM) tool embedded directly within your Gmail inbox, transforming it into a fully functional CRM platform. Streak allows professionals to manage customer interactions, sales pipelines, and tasks without leaving their email. It supports tracking sales, partnerships, support queues, hiring processes, and more, all within the Gmail environment.

Key Features:

  • CRM Built into Gmail: Operates seamlessly within Gmail, leveraging its features to manage customer relationships.
  • Pipeline Management: Customizable pipelines to fit various workflows and team needs.
  • Data Organization: Advanced filtering, sorting, and grouping of data to identify bottlenecks.
  • Collaboration: Share emails, notes, and call logs with team members for smooth collaboration.
  • Email Tracking: Instant notifications when recipients open your messages.
  • Mail Merge: Personalize and send emails to groups directly from your pipelines.

Pros

  • Integration with Gmail: Seamless operation within Gmail, eliminating the need for a separate CRM tool.
  • User-Friendly Interface: Simple interface akin to a spreadsheet, making adding, editing, and collaborating straightforward.
  • Automatic Data Capture: Captures data from contacts and emails automatically.
  • Reminder System: Task and reminder features to ensure timely follow-ups.

Cons

  • Limited to Gmail Users: Only works with Gmail, which might be limiting for users of other email platforms.
  • Limited Free Version: The free version has constraints, with more advanced features available only in paid tiers.
  • Learning Curve: New users may need time to become familiar with all features.

Who is Using Streak?

  • Sales Teams: To manage sales pipelines and customer interactions effectively.
  • HR Professionals: For organizing hiring processes and candidate communication.
  • Project Managers: To track tasks and project progress efficiently.
  • Customer Support Teams: To handle support tickets and customer queries.
  • Uncommon Use Cases: Journalists use it to track story ideas and sources; real estate professionals manage property listings and client communications.

Pricing:

  • Free Tier: Access to basic features with a free account.
  • Pro Tier: Priced at $49 per user per month, offering more advanced features.
  • Enterprise Tier: Available at $129 per user per month, with extensive capabilities for larger organizations.
    Disclaimer: Pricing information may vary. For the latest details, refer to the official Streak website.

What Makes Streak Unique?

Streak's standout feature is its integration with Gmail, providing a CRM solution without leaving the email platform. The customizable pipelines and ease of use make it particularly suited for users who prefer managing their workflows directly within their inbox.

Compatibilities and Integrations:

  • G Suite Integration: Works with G Suite tools like Sheets, Chat, and Drive for comprehensive data access.
  • Mobile Support: Available on Android and iOS through native apps.
  • API Access: Custom integrations via Streak’s API.
  • Zapier Integration: Connects with other tools through Zapier for extended functionality.

Streak Tutorials:

Streak offers a knowledge base and tutorial series on its website, covering setup and advanced features to help users get the most out of the tool.

How We Rated It:

  • Accuracy and Reliability: 4.5/5
  • Ease of Use: 4.2/5
  • Functionality and Features: 4.3/5
  • Performance and Speed: 4.1/5
  • Customization and Flexibility: 4.4/5
  • Data Privacy and Security: 4.3/5
  • Support and Resources: 4.2/5
  • Cost-Efficiency: 4.0/5
  • Integration Capabilities: 4.5/5
  • Overall Score: 4.3/5

Summary:

Streak offers an integrated CRM solution within Gmail, making it a valuable tool for professionals who prefer managing their workflows from their inbox. Its customizable pipelines and seamless G Suite integration provide unmatched convenience and efficiency, making it an essential tool for many users. Despite its limitations with non-Gmail platforms and the learning curve, Streak's ease of use and advanced features make it a strong choice for CRM needs.