What is Streak?
Streak is a cloud-based customer relationship management (CRM) and workflow management software that is fully integrated into Gmail. This unique integration allows users to manage all their work, including customer relationships, projects, and communications, directly from their Gmail inbox.
Key Features and Functionality
Email Tracking
Streak offers robust email tracking features, enabling users to know when their emails are opened and receive notifications when recipients view their emails. This feature is particularly valuable for enhancing communication and follow-up strategies, especially in sales and customer service contexts.
Pipeline Management
Users can manage deals and projects through customizable pipelines that reflect their specific sales processes or other workflows such as partnerships, recruiting, or investing. This feature helps in tracking the progress of various projects and deals efficiently.
Task Management
Streak allows users to assign tasks and set deadlines for team members directly within the platform. This feature ensures that all team members are on the same page and helps in maintaining a collaborative and organized work environment.
Mail Merge
The software provides a mail merge tool that enables users to send personalized bulk emails effortlessly, which can significantly increase engagement with clients and prospects.
Collaboration Tools
Streak includes powerful collaboration tools that allow teams to work seamlessly together. Users can share notes, insights, and updates in real time, and the platform supports granting permissions to specific employees to access and manage different aspects of the workflow.
Gmail Integration
One of the standout features of Streak is its deep integration with Gmail. This integration allows users to manage contacts, track deals, and automate workflows without the need to switch between multiple applications.
Customizable Workflows
Streak supports customizable workflows, including views such as Pipelines, Boxes, and the Sidebar. These views enable users to organize their emails, get context, and update their workflows according to their specific needs.
Reporting and Analytics
The platform offers performance reports and analytics that provide insights into product development processes and sales operations. This helps businesses in making informed decisions and improving overall customer satisfaction.
Mobile Access
Streak is accessible on mobile devices through iOS and Android applications, allowing users to update customer details and share critical information with team members even from remote locations.
Additional Features
- Calendar Integration: Integrates with Google Calendar to ensure all events and deadlines are synchronized.
- Data Import/Export: Allows users to import and export data, ensuring flexibility in managing their workflows.
- Permissions and Access Control: Enables administrators to control access and permissions for different team members.
- Email Templates: Provides pre-designed email templates to streamline communication.
- Activity Logging: Logs all activities related to customer interactions and project management.
- Sales Forecasting: Helps in predicting sales performance based on historical data and current trends.
Conclusion
Streak is a versatile and user-friendly CRM solution designed to streamline workflow management, especially for small to medium-sized businesses that rely heavily on email communication. Its integration with Gmail, along with its comprehensive set of features, makes it an ideal choice for managing customer relationships, projects, and communications efficiently.