Streak CRM - Detailed Review
Business Tools
Streak CRM - Product Overview
Introduction to Streak CRM
Streak CRM is a customer relationship management (CRM) software that seamlessly integrates with Gmail and other Google Workspace (formerly G Suite) apps. This integration makes it an ideal tool for businesses and individuals who heavily rely on Gmail for their communication and workflow management.Primary Function
The primary function of Streak CRM is to manage customer relationships, emails, and various business workflows directly within the Gmail inbox. It automates and streamlines tasks such as email management, lead tracking, and project coordination, all while keeping your data synchronized with your Gmail account.Target Audience
Streak CRM is particularly useful for businesses and teams that use Gmail extensively. It is popular among companies with 20-49 employees, although it also serves smaller and larger organizations. The top industries using Streak include technology, edtech, and entrepreneurship, with a significant user base in the United States, Israel, and France.Key Features
Email Management
- Streak Inbox: This feature allows you to manage your emails within a CRM framework, including automatic sorting of contact information, shared inboxes, email tracking, and email templates.
- Mail Merge: Enables you to send mass emails with customizable fields and automatic follow-ups, making it ideal for email marketing and sales follow-ups.
- Send Later: Allows you to compose and schedule emails to be sent at a later time, and includes a snooze function for reminders.
Workflow and Project Management
- Pipelines: Customizable pipelines for managing different workflows, such as sales, recruitment, or project management. These pipelines can be shared across teams and are highly customizable.
- Task Management: The “Upcoming” tool helps you organize and prioritize your daily tasks and to-do lists.
Collaboration and Asset Management
- Collaboration Features: You can create teams, assign roles, share pipelines, add comments, set reminders, and assign tasks. This facilitates smooth team collaboration.
- Asset Management: Allows you to upload and manage assets like content, documents, and proposals, integrating with Google Drive for easier document management.
AI-Powered Features
- Streak AI: This AI-powered assistant helps with data entry, provides insights, and suggests actions. It can summarize past communications, generate meeting agendas, draft email responses, and fill your CRM with relevant opportunities and contacts.
Additional Tools
- Thread Splitter: Helps sort out merged email threads for better clarity and organization.
- Reporting and Analytics: While basic reporting is available, more advanced analytics and sales forecasting require higher-tier plans.
Streak CRM - User Interface and Experience
User Interface of Streak CRM
The user interface of Streak CRM is highly praised for its simplicity, visual appeal, and seamless integration with Gmail. Here are some key aspects that define the user experience:
Integration with Gmail
Streak CRM is fully embedded within Gmail, allowing users to manage their customer relationships, track emails, and categorize data without leaving their email interface. This integration makes it extremely convenient for users who rely heavily on email communication.
Ease of Use
Streak CRM is known for being ultra-simple to install and use. The setup process is quick, requiring just a couple of clicks to add the Gmail add-on. The interface is intuitive, with easy-to-access features that minimize the learning curve, even for those who are not tech-savvy.
Visual Appeal
The platform is highly visual and aesthetically pleasing, which enhances the user’s desire to use the software. The pipeline visualization is particularly appreciated, making it easy to keep an eye on lead pipelines and track progress.
Key Features and Views
Streak CRM features three main views: Pipelines, Boxes, and the Sidebar. Pipelines represent different workflows such as sales, partnerships, or recruiting. Boxes allow for collaboration and storing detailed information. The Sidebar integrates these elements, enabling users to organize emails, get context, and update their Boxes directly within email threads.
Customization and Collaboration
Users can customize stages and pipelines according to their specific business needs. This customization is beneficial for managing multiple businesses and operations. The platform also offers strong collaborative features, allowing teams to share emails, notes, and call logs easily.
Email Management and Tracking
Streak is highly effective in managing and tracking emails, including open and acceptance rates. This feature is particularly useful for tasks like mass emailing and follow-ups. However, it’s worth noting that individual follow-up can be challenging when dealing with large lists of prospects.
Performance and Load Times
While the interface is generally smooth, some users have reported that the software can become slow when dealing with many tagged emails or multiple cases in the same stage. This can lead to slower load times for pipelines.
Customer Support
The overall user experience is further enhanced by Streak’s prompt and supportive customer service. Users have praised the responsive assistance provided by the support team, which helps in optimizing the use of the platform.
Conclusion
In summary, Streak CRM offers a user-friendly interface that is well-integrated with Gmail, visually appealing, and easy to use. Its customizable features and strong collaboration tools make it a valuable asset for managing customer relationships and streamlining business operations.
Streak CRM - Key Features and Functionality
Streak CRM Overview
Streak CRM, integrated with Gmail, offers a plethora of features that enhance business productivity, particularly through its AI-driven capabilities. Here are the main features and how they work:Streak Inbox
The Streak inbox is embedded within your Gmail, offering more functionality than the standard Gmail interface. It allows automatic sorting of contact information from email threads into CRM data, enabling a shared inbox among team members. Additional features include email tracking, which notifies you when an email is opened, and email templates to streamline communication.Streak Mail Merge
This feature is invaluable for email marketing and sales follow-ups. It enables you to send the same email to multiple recipients simultaneously, with automatic follow-ups to ensure your messages are seen. Streak’s mail merge includes customizable fields and support for Gmail aliases, allowing emails to be sent from different addresses.Streak Pipelines
Streak offers both private and shared pipelines, which can be customized or based on templates. These pipelines are highly customizable, allowing users to filter, sort, and group data to identify bottlenecks or prioritize tasks. Real-time syncing with Gmail ensures pipeline data is always up-to-date.Streak Task Management
The “Upcoming” tool in Streak simplifies task management by organizing all your upcoming tasks. It can display daily tasks or highlight your highest priorities, helping you stay on track.Streak Asset Management
Streak functions as a basic content management system (CMS), allowing you to upload and manage assets like content, documents, mockups, and proposals. These assets can be attached to specific projects and integrated with Google Drive for easier document management.Streak Thread Splitter
This feature helps sort out email threads that Gmail might have merged incorrectly. It is particularly useful for separating different issues within a single email thread, such as sales and support inquiries.Streak Send Later
This feature allows you to compose emails and schedule them to be sent at a later date and time. Emails are stored in Gmail’s Draft folder until they are sent, and there is also a snooze function for reminders before sending.Streak AI Co-Pilot
Streak’s AI Co-Pilot is a significant enhancement, integrating AI to assist in various CRM tasks. Here are some key AI-driven features:Data Autofill and Lead Import
The AI automatically fills pipeline columns with data from conversations and deal history, reducing manual data entry.Lead Identification
The AI suggests which contacts in your inbox should be included in your pipelines, helping to identify quality leads.Deal Summarization and Next Steps
The AI reviews previous interactions with leads to summarize deals and suggest next steps, which can be converted into tasks in your pipeline.Question Answering
The AI can answer questions about deals in natural language, such as identifying decision makers or the best way to move a deal forward.Call and Meeting Agendas
The AI helps create strategic call and meeting agendas based on the deal’s history or specific prompts.Streak Integrations and Collaboration
Streak integrates seamlessly with Gmail and G Suite, allowing for shared pipelines, team collaboration, and the assignment of different roles and tasks. This centralizes contact information and other details, making it easier to manage and prioritize tasks.Magic Columns and Custom Fields
Streak introduces “Magic Columns” that are automatically generated using collected data. These can include fields like the last received email date, showing client responsiveness. Custom fields can be added, deleted, or moved as needed, allowing for the collection of various types of contact data.Dasha AI Integration
While not a native feature of Streak, the integration with Dasha’s AI technology can enhance Streak CRM by automating tasks such as inbound and outbound calls, scheduling appointments, and providing real-time customer support. This integration ensures seamless data synchronization and offers natural language processing capabilities to improve customer interactions.Conclusion
These features collectively make Streak CRM a powerful tool for managing customer relationships, streamlining workflows, and leveraging AI to reduce manual tasks and improve efficiency. Streak CRM - Performance and Accuracy
Performance Improvements
Streak CRM has made significant strides in improving its performance. The migration to Google’s Firestore from the original Datastore has substantially reduced processing delays, known as “contention,” which previously affected users making large numbers of updates in short periods. This change has resulted in a 90% reduction in contention for power users, leading to a much smoother and more reliable experience for all users.
Integration and Functionality
Streak CRM is highly praised for its seamless integration with Gmail, allowing users to manage customer interactions, track emails, and categorize data without leaving their email interface. This integration is particularly beneficial for managing leads, fundraising prospects, and potential hires directly from the Gmail inbox.
Email Management and Tracking
The email management and tracking features of Streak CRM are highly effective. Users can track email open and acceptance rates, which is especially useful for recruiters and sales teams. The tool also offers features like mail merge, send later, snooze, and thread splitter, making email management and marketing more efficient.
CRM Capabilities
Streak CRM provides strong CRM capabilities, enabling users to customize stages and pipelines according to their needs. This customization is beneficial for managing multiple businesses and operations. However, it has been noted that while Streak offers basic field and pipeline customization, it may lack the depth of customization and scalability that growing businesses might require.
AI-Driven Features
The introduction of Streak AI has enhanced the CRM’s capabilities significantly. Streak AI helps in automating data entry, suggesting which contacts should be included in pipelines, and summarizing deal histories. It also assists in creating strategic call and meeting agendas and provides quick answers to questions about deals. This AI integration helps in keeping the CRM updated and ensures that important leads are tracked accurately.
Limitations and Areas for Improvement
Despite its strengths, Streak CRM has several limitations:
Performance Issues
Some users still report that Streak can slow down Gmail’s performance, especially when many emails are tagged or when loading pipelines.
Lack of Native Reminders
Streak does not have a native reminder system for tasks and follow-ups, relying on email reminders instead.
Customer Support
There have been reports of slow responses from the customer support team, which can be frustrating for users needing timely assistance.
Interface Issues
The Streak interface can sometimes take up the entire Gmail interface, making it difficult to view other information. Additionally, the mobile app functionality is limited, particularly in terms of email tracking.
Customization and Scalability
As mentioned, Streak’s customization options may not be sufficient for businesses that need more advanced and scalable solutions.
Sales Automation
Streak’s workflows lack complexity, such as triggers based on lead scores or behaviors, and do not support automatic deal progression.
Analytics and Reporting
The basic reports provided by Streak are too simplistic for businesses seeking deeper insights, and customizing detailed reports is not possible.
Conclusion
In summary, while Streak CRM excels in its integration with Gmail, email management, and the recent enhancements from Streak AI, it faces challenges in areas such as performance stability, customer support, and the depth of customization and automation features. Addressing these limitations could further enhance the overall performance and accuracy of the tool.
Streak CRM - Pricing and Plans
Pricing Tiers
Free Plan
Note: As of recent updates, Streak CRM no longer offers a free plan with CRM functionalities. Previously, the free plan included basic features like email tracking, mail merge (limited to 50 emails per day), snippets, and thread splitter. However, this option is no longer available.
Solo Plan
This plan is not explicitly mentioned in the latest sources, but it was previously described as suitable for one user.
Features: Private pipelines, basic CRM tools, Google Workspace integration, and mobile access.
Pro Plan
Cost: $59 per user per month (or $49 if billed annually).
Features: Shared pipelines, advanced CRM tools, API access, and detailed reporting. This plan also includes email tracking, task management, and mail merge capabilities.
Pro Plan
Cost: $89 per user per month (or $69 if billed annually).
Features: This plan builds on the Pro plan and includes additional advanced features, though specific details are not provided in the sources. It is generally aimed at users needing more comprehensive tools than the Pro plan.
Enterprise Plan
Cost: $159 per user per month (or $129 if billed annually).
Features: Includes dedicated support, advanced reporting dashboards, custom workflows, and security compliance. This plan is suitable for larger teams and offers the most extensive set of features, including unlimited users and premium support.
Additional Features and Considerations
Integration: Streak CRM integrates well with Google Workspace, Google Calendar, and various project management software, enhancing productivity and creating a cohesive work environment.
Scalability: The pricing scales with the number of users, which can become costly for growing teams. The higher-tier plans offer more advanced features but at a higher cost.
User Interface: Streak CRM is known for its user-friendly interface, making it easy for new users to adapt without extensive training.
In summary, Streak CRM offers a range of plans to cater to different business needs, but it no longer includes a free plan with CRM functionalities. The pricing and features are structured to support scalability, although the cost increases significantly with more users and advanced features.
Streak CRM - Integration and Compatibility
Streak CRM Overview
Streak CRM is highly integrated with various tools and platforms, making it a versatile and efficient customer relationship management (CRM) solution, particularly for those deeply embedded in the Google Workspace ecosystem.Integration with Google Workspace
Streak CRM is built as a Gmail extension, allowing users to manage their customer interactions and sales processes directly within their Gmail inbox. It seamlessly integrates with other Google Workspace tools such as Google Sheets, Google Drive, and Google Calendar. This integration enables users to leverage the full potential of these tools without switching between different applications.Native Integrations and Automations
Streak offers native integrations with several popular apps, including Calendly and Typeform, which allow users to automate their CRM and task creation without relying on third-party tools like Zapier. For example, when a lead fills out a Typeform form, the data can be automatically passed to Streak to create a new entry in the pipeline. These integrations and automations can be set up directly within Streak, enhancing workflow efficiency.Zapier Integrations
In addition to native integrations, Streak supports integrations with over 9,000 different applications via Zapier. This allows users to connect a wide range of tools and automate their workflows, making it highly flexible and adaptable to various business needs.Collaboration Tools
Streak integrates well with collaboration tools such as Google Hangouts Chat and Slack. For instance, the Google Hangouts Chat integration allows users to search Streak boxes, add chat conversations to boxes, and set up simple notifications. The Slack integration enables users to receive box notifications and update pipelines using interactive modals within Slack.Cross-Device Compatibility
Streak CRM is accessible across various devices, including desktops and mobile phones. It works on both iOS and Android devices, providing instant access to pipelines and other CRM functions within the Gmail app on these devices. This ensures that users can manage their CRM tasks and pipelines from anywhere.Browser Extensions
To use Streak CRM, users need to install the Streak extension, which is available for browsers like Chrome and Safari. This extension integrates Streak directly into the user’s Google apps, making it easy to manage CRM activities without leaving the Gmail interface.Conclusion
In summary, Streak CRM’s strong integration with Google Workspace, native automations, Zapier support, and cross-device compatibility make it a highly effective and convenient CRM solution for those who rely heavily on Gmail and other Google tools. Streak CRM - Customer Support and Resources
Customer Support and Additional Resources
When it comes to customer support and additional resources, Streak CRM offers a comprehensive and user-friendly set of options to ensure you get the help you need efficiently.
Customer Support Channels
Streak provides multiple channels for customer support, catering to different preferences and needs:
- Phone Support: You can contact Streak’s customer service team directly via their phone number, (415) 562-7263, for immediate assistance with various queries, including app features, technical difficulties, and account issues.
- Email Support: For those who prefer written communication, you can reach out to the support team at support@streak.com. There are also dedicated email addresses for privacy (privacy@streak.com) and security (security@streak.com) concerns.
- Mobile Application: The Streak mobile app allows you to contact customer support through the ‘Help’ icon in the top navigation menu. Here, you can self-manage your account, fill out a contact form, and receive assistance from a support representative.
Additional Resources
Streak offers several resources to help you make the most out of their CRM:
- Help Center: The Streak Help Center is a valuable resource where you can find detailed guides, FAQs, and troubleshooting tips. This is accessible through their official website.
- Advanced Reporting: For users on Pro and Enterprise plans, Streak provides advanced reporting features that allow you to create custom reports using saved views and comparison charts. This helps in analyzing your pipelines more granularly and gaining valuable insights.
- AI-Powered Tools: Streak AI integrates AI capabilities to streamline your workflow. Features include AI-powered data entry, precise insights, and AI-drafted responses to emails. You can also use natural language to create custom data views and ask questions about your deals and opportunities.
Integration and Accessibility
Streak is built directly inside Gmail, making it highly accessible and integrated with other G Suite tools like Sheets, Chat, and Drive. This integration allows you to manage your customer interactions, track emails, and collaborate with your team without leaving your inbox.
Training and Onboarding
While the primary resources are focused on self-service and direct support, Streak’s AI features and intuitive interface are designed to make onboarding and usage relatively straightforward. The AI can also help teach new hires how your team uses Streak, ensuring a smooth transition for new team members.
By leveraging these support channels and resources, you can ensure that you are well-equipped to handle any issues or questions that arise while using Streak CRM.
Streak CRM - Pros and Cons
Advantages
Seamless Integration with Gmail
Streak CRM integrates seamlessly with Gmail, making it highly beneficial for users who rely heavily on Google Workspace (formerly G Suite). This integration is both visually and functionally smooth, allowing for easy setup and use.Powerful Workflows and Email Tools
Streak offers easy-to-set-up yet powerful workflows that enhance organization and efficiency. The email tools, such as mail merge, send later, snooze, and thread splitter, are highly productive and fun to use, particularly for email marketing.AI-Driven Automation
Streak AI introduces several automated features, including automated data entry, AI-generated summaries, and natural language queries. These features help in managing data efficiently, providing quick insights, and streamlining meeting preparations.Industry-Specific Use Cases
Streak is particularly strong in specific industries like real estate and fundraising. It offers many great ways to manage deals and projects within these verticals.Mobile Efficiency
The iOS and Android mobile apps are efficient and smooth, allowing users to manage their CRM on the go.Disadvantages
Limited to Gmail Users
One of the significant drawbacks is that Streak CRM is only useful for Gmail users. If you don’t use Gmail, this CRM will be of little to no use.Lack of Broad CRM Features
Streak lacks some features that are common in broader CRM solutions, such as tools for non-email-based marketing campaigns and comprehensive customer support ticketing systems.Reporting and Analytics Limitations
Reporting features are only available with the more expensive plans. For more robust analytics and sales forecasting, users may need to look elsewhere.Customer Support
Customer support varies by pricing plan. While the Pro plans offer email support, many users have complained about slow response times. Priority support is only available with the Enterprise plan.Email Reply Issues
A significant issue is that replying to emails through Streak can complicate the conversation history. Users must log out of Streak to retain the previous email history, which can be time-consuming.No Free Version and Cost
There is no longer a free version of Streak CRM, and the minimum charge is $49/month/user. This can be costly, especially for small teams or businesses.Information Overload
Managing a large number of emails and contacts can result in information overload within the interface, making it difficult to take specific actions on certain contacts.Limited External Integrations in Basic Version
Advanced features and integrations with third-party applications, such as those available through Zapier, are only accessible with the more expensive plans ($69/month). By weighing these pros and cons, you can make a more informed decision about whether Streak CRM aligns with your business needs. Streak CRM - Comparison with Competitors
Comparison of Streak CRM with Other Business Tools
When comparing Streak CRM with other products in the business tools and CRM category, several key differences and unique features come to the forefront.Integration and User Interface
Streak CRM stands out for its seamless integration with Gmail, allowing users to manage their entire sales pipeline directly from their inbox. This integration is particularly beneficial for small to medium-sized businesses that rely heavily on email communication. Unlike other CRMs, Streak does not require users to switch between multiple applications, making it highly convenient and efficient.Features and Functionality
Streak CRM offers a range of features including email tracking, pipeline management, task management, and mail merge. These features are highly customizable, enabling users to create pipelines for various business processes such as sales, support, hiring, and project management. Additionally, Streak provides collaboration tools that allow team members to share emails, notes, and tasks, ensuring everyone is on the same page.Automation and Customization
While Streak CRM provides basic sales automation features, it lacks advanced automation capabilities. For instance, it does not automatically assign tasks to users. If advanced sales and business automation are crucial, alternatives like Close or other CRMs might be more suitable. Close, for example, offers more comprehensive features including lead and opportunity management, automatic data capture, reporting, and analysis.Scalability and Suitability
Streak CRM is generally more suited for individuals and small to medium-sized businesses due to its focused feature set on sales and pipeline management. It may not be the best fit for large-scale businesses or those requiring extensive customization or integration with other business systems. For larger or more complex operations, a more comprehensive CRM like Close might be more appropriate.Alternatives
If you’re looking for alternatives to Streak CRM, here are a few options:Close
Close offers advanced features like lead and opportunity management, automatic data capture, reporting, and analysis. It integrates with various third-party applications and is more suited for businesses needing comprehensive CRM functionalities.NetHunt CRM
NetHunt CRM is another Gmail-integrated CRM that offers more flexibility and advanced sales automation features compared to Streak. It is a good option for those needing more automated workflows and customizable processes.Trello
While not a traditional CRM, Trello can be used for project management and sales tracking. However, it lacks the specific CRM features that Streak or Close provide, making it less suitable for detailed sales pipeline management.Conclusion
In summary, Streak CRM is an excellent choice for those who work extensively within the Gmail environment and need a lightweight, easy-to-use CRM for managing sales pipelines and email communications. However, for businesses requiring more advanced CRM features or larger-scale operations, other alternatives may be more fitting. Streak CRM - Frequently Asked Questions
What are the pricing plans for Streak CRM?
Streak CRM offers several pricing plans to cater to different business needs:
- Free Plan: $0/month, includes email tracking, mail merge (50 emails/day), snippets, and thread splitter.
- Solo Plan: $79/month, features private pipelines, basic CRM tools, Google Workspace integration, and mobile access.
- Pro Plan: $119/month, offers shared pipelines, advanced CRM tools, API access, and detailed reporting.
- Enterprise Plan: $159/month (annually) or custom pricing for larger teams, includes dedicated support, advanced reporting dashboards, custom workflows, and security compliance.
What are the key features of Streak CRM?
Streak CRM is packed with several key features:
- Pipelines: Manage deals and projects through customizable pipelines that reflect your sales process.
- Email Tracking: Know when your emails have been opened and set reminders for follow-ups.
- Task Management: Assign tasks and deadlines to team members directly within the platform.
- Mail Merge: Send personalized bulk emails effortlessly, increasing engagement.
- Collaboration Tools: Work seamlessly with your teammates, sharing notes and insights in real time.
How does Streak CRM integrate with other tools?
Streak CRM integrates well with various tools and services, such as:
- Google Calendar: Allows for seamless scheduling and calendar management.
- Google Workspace: Integrates with G Suite for email, document management, and more.
- Project Management Software: Enhances productivity by integrating with other project management tools.
What is Streak AI and how does it enhance the CRM experience?
Streak AI is an AI-powered assistant that enhances the CRM experience by:
- Automating Data Entry: Automatically fills your CRM with relevant opportunities and contacts from your inbox.
- Providing Insights: Offers precise insights and tailored suggestions to help your team make informed decisions.
- Custom Dataviews: Allows you to create custom dataviews by describing what you want to see in natural language.
- AI-Drafted Responses: Drafts responses to emails based on your past interactions and communication style.
Is Streak CRM user-friendly, especially for those who are not tech-savvy?
Yes, Streak CRM is designed to be user-friendly. It has an intuitive interface that minimizes the learning curve for new users. The platform offers easily accessible support resources, such as tutorials and community forums, which help users adapt quickly and optimize their use of the platform.
Can Streak CRM be used by teams of various sizes?
Yes, Streak CRM is scalable and can support teams of various sizes. However, the cost increases significantly with more users, especially when transitioning from solo to shared workspaces. The Enterprise Plan offers custom pricing for larger teams and includes dedicated support and advanced features.
What is the difference between private and shared pipelines in Streak CRM?
- Private Pipelines: Available in the Solo Plan, these pipelines are for individual use and are not shared with the team.
- Shared Pipelines: Available in the Pro and Enterprise Plans, these pipelines can be shared across the team, allowing for collaborative management of deals and projects.
How does Streak CRM handle task management?
Streak CRM offers a task management feature called “Upcoming,” which is a simple and straightforward way to organize all your upcoming tasks. You can set daily tasks, prioritize your to-do list, and manage your tasks directly within the platform.
Does Streak CRM offer any free AI features?
Yes, many AI features are included in the free plans of Streak CRM. However, advanced AI features like box summaries, asking questions, pipeline autofill, and AI meeting agendas require a Pro or Enterprise plan. All users can use 3 free credits for advanced AI features before upgrading for unlimited access.
How does Streak CRM support email management?
Streak CRM offers several email management features, including:
- Email Tracking: Notifies you when your emails are opened.
- Mail Merge: Allows you to send personalized bulk emails.
- Send Later: Enables you to compose emails and schedule them to be sent at a later date and time.
- Thread Splitter: Helps you sort out falsely fused email threads for better clarity.
Streak CRM - Conclusion and Recommendation
Final Assessment of Streak CRM
Streak CRM is a highly integrated and user-friendly CRM solution that operates seamlessly within Gmail, making it an excellent choice for individuals, small businesses, and teams involved in sales, customer support, and project management.Key Features
- Integration with Gmail: Streak CRM lives inside your Gmail inbox, allowing automatic sorting of contact information from email threads into CRM data, email tracking, and shared inboxes.
- Email Management: Features like mail merge, email templates, and the ability to schedule emails for later sending enhance email productivity.
- Pipelines and Task Management: Customizable pipelines and a task management tool called “Upcoming” help in organizing and prioritizing tasks effectively.
- Asset Management: Users can upload and manage assets like documents, content, and proposals, integrating seamlessly with Google Drive.
- Streak AI: This feature automates data entry, summarizes deals, and suggests next steps, making it easier to manage leads and move pipelines forward.
Pricing and Plans
Streak CRM offers several pricing plans:- Free Plan: Includes basic features like email tracking, mail merge (50 emails/day), snippets, and thread splitter.
- Solo Plan: $79/month, featuring private pipelines, basic CRM tools, and Google Workspace integration.
- Pro Plan: $119/month, offering shared pipelines, advanced CRM tools, API access, and detailed reporting.
- Enterprise Plan: $159/month (annually) or custom pricing, including dedicated support, advanced reporting dashboards, custom workflows, and security compliance.
Who Would Benefit Most
Streak CRM is particularly beneficial for:- Small to Medium-Sized Businesses: Companies with 20-49 employees, as well as those with 100-249 employees, can leverage Streak’s features to streamline their sales, customer support, and project management processes.
- Teams Using Gmail: Since Streak is integrated with Gmail, teams that heavily rely on Gmail will find it easy to adopt and use without disrupting their workflow.
- Sales and Customer Support Teams: The customizable pipelines, email tracking, and task management features make it ideal for teams focused on sales and customer support.