Streak CRM for Gmail - Detailed Review
Productivity Tools
Streak CRM for Gmail - Product Overview
Introduction to Streak CRM for Gmail
Streak CRM is a fully embedded workflow and customer relationship management (CRM) tool that integrates seamlessly into Gmail and Google Workspace. This integration allows users to manage all their work, including sales, customer relationships, and other workflows, directly from their inbox.Primary Function
The primary function of Streak CRM is to streamline the management of customer interactions, sales processes, and other business workflows. It eliminates the need to switch between different tools, enabling users to save customer details, track emails, and manage pipelines all within Gmail.Target Audience
Streak CRM is primarily aimed at businesses, particularly small to medium-sized enterprises, as well as teams within larger organizations. It is useful for various departments such as sales, recruiting, customer support, and even project management and fundraising. It is especially beneficial for teams that rely heavily on email communication and need a centralized system to manage their workflows.Key Features
Seamless Integration with Gmail and Google Workspace
Streak is built directly into Gmail, allowing users to manage customer interactions, emails, and calendar events without leaving their inbox. It also integrates with Google Sheets and Google Drive for additional functionality.Customizable Pipelines
Users can create and customize pipelines to track the progress of deals and customer interactions. These pipelines can be tailored to different sales stages or other workflows, ensuring that nothing falls through the cracks.Collaboration Tools
Streak enables team collaboration by allowing users to share contacts, emails, files, and other data. It also supports setting up teams, inviting new users, and managing permission levels.Email Power Tools
Streak includes features like email tracking, mail merge, snippets (for inserting commonly repeated text), and the ability to schedule emails for later. These tools help eliminate repetitive tasks and improve email efficiency.Behavioral Segmentation
Streak allows users to segment customers based on their behaviors, such as email opens and clicks, enabling targeted and personalized email campaigns.Flexibility and Scalability
The CRM structure can be updated on the fly, and Streak supports integration with external tools through its open API and Zapier, making it adaptable to evolving business needs.Reporting and Analytics
Streak provides reporting features that help users visualize their data through charts and graphs, offering insights into the performance of their pipelines and contributors. By integrating all these features into Gmail, Streak CRM simplifies workflow management, enhances productivity, and ensures that all customer data is accessible and up-to-date. Streak CRM for Gmail - User Interface and Experience
User Interface of Streak CRM for Gmail
The user interface of Streak CRM for Gmail is renowned for its simplicity, ease of use, and seamless integration with Gmail, making it an excellent tool for managing relationships and workflows directly from your inbox.
Ease of Use
Streak CRM is incredibly easy to learn and use. The installation process is straightforward, requiring just a few clicks to add the extension from the Chrome Web Store. Once set up, Streak provides guided tutorials to help you get started quickly.
User-Friendly Interface
The interface is highly intuitive, with no steep learning curve. This means you can focus more on your work rather than figuring out how to use the software. The visual pipeline management and contact management features are particularly user-friendly, allowing you to visualize your workflow and manage multiple projects or deals effortlessly.
Integration with Gmail
Streak integrates seamlessly with Gmail, turning your inbox into a versatile workspace. You can manage CRM functionalities without switching between applications, which reduces wasted time and makes workflows smoother. This integration allows you to take advantage of Gmail’s familiar interface while having access to all the customizable CRM mechanisms Streak offers.
Key Features
Streak includes several features that enhance the user experience:
- Email Tracking: You can see when your emails have been opened and read, helping you stay on top of communication.
- Pipeline Management: Visualize and manage your workflow easily.
- Contact Management: Save and access contact details directly within Gmail.
- Snippets: Use pre-saved responses to speed up your email communications.
- Mail Merge: Send personalized bulk emails quickly.
Aesthetics and Visualization
The interface is not only functional but also aesthetically pleasing. The pipeline visualization is attractive and helps in keeping an eye on your lead pipeline. This visual appeal makes the software more engaging and enjoyable to use.
Customization
Streak allows you to customize your pipelines and fields based on your specific needs. This adaptability is particularly beneficial for teams with different workflows or priorities, enabling each member to tailor their experience for maximum productivity.
Real-Time Collaboration
The integration with Google Calendar and the ability to share updates and notes in real-time foster a more cohesive work environment. This ensures that important meetings and deadlines are never overlooked and that team members can collaborate efficiently.
Conclusion
Overall, Streak CRM for Gmail offers a streamlined, intuitive, and highly visual interface that makes managing relationships and workflows both efficient and enjoyable. Its ease of use and seamless integration with Gmail make it an excellent choice for individuals and teams looking to enhance their productivity.
Streak CRM for Gmail - Key Features and Functionality
Streak CRM for Gmail
Streak CRM for Gmail is a powerful tool that integrates seamlessly into your Gmail inbox, offering a range of features that enhance productivity, organization, and efficiency, particularly through its AI-driven capabilities.
Gmail Integration
Streak CRM is built directly into your Gmail inbox, allowing you to manage all your customer interactions without switching between apps. This integration syncs with Google Calendar and Google Drive, ensuring all your data is accessible in one place.
Contact & Deal Tracking in Pipelines
You can track deals, support tickets, fundraising, investments, orders, and more using customizable pipelines. These pipelines help you organize and move deals through different sales stages, ensuring nothing falls through the cracks.
Task Management
Streak allows you to create and manage tasks to move deals forward. You can set reminders, due dates, and assign tasks to team members, all within the context of your email and CRM activities.
AI Co-pilot (Streak AI)
Streak AI acts as a CRM co-pilot, automating several key tasks:
- Data Autofill: Streak AI scans your team’s interactions and deal history to suggest data to fill empty pipeline columns, saving time on manual data entry.
- Deal Summaries: AI generates summaries of each deal, suggesting next steps that can be easily converted into tasks in your pipeline.
- Call and Meeting Agendas: Streak AI helps create strategic call and meeting agendas based on the deal’s history or specific prompts, ensuring you are well-prepared for interactions.
- Formula Columns: You can add logic and calculations to your pipelines using natural language, without needing to write JavaScript code. Streak AI identifies the necessary columns and writes the formula for you.
Email and Link Tracking
Streak allows you to track when your emails are opened and when links within those emails are clicked. This feature helps you gauge the engagement level of your emails and follow up accordingly.
Mail Merge with Automated Follow-Up
You can send personalized emails to multiple recipients and automate follow-ups to increase response rates. This feature is particularly useful for sales campaigns and customer outreach.
Collaboration & Team Management
Streak enables you to share pipelines, track team progress, and work together in real-time. This ensures everyone on your team is on the same page and can collaborate effectively.
Mobile Apps
Streak offers mobile apps for Android and iOS, allowing you to access and update your CRM on the go. This mobility ensures you can manage your customer relationships and deals from anywhere.
Integrations & Automation
Streak connects with various apps that power your business, enabling you to automate repetitive tasks. This integration helps streamline your workflows and focus more on building relationships.
Security and Privacy
Streak is built in the same cloud as Gmail and G Suite, ensuring rigorous security and privacy measures are in place to protect your data.
Conclusion
In summary, Streak CRM for Gmail leverages AI to automate data entry, provide deal summaries, generate call and meeting agendas, and enhance overall productivity. Its seamless integration with Gmail and other Google tools makes it an indispensable tool for managing customer relationships and sales processes efficiently.
Streak CRM for Gmail - Performance and Accuracy
Performance
Streak CRM integrates seamlessly with Gmail, which is a significant advantage for users who spend a lot of time in their email inbox. This integration allows for real-time email tracking, automatic data entry, and the ability to manage workflows directly within Gmail. However, some users have reported performance issues, such as slow loading times for pipelines and emails, especially when many emails are tagged or when dealing with a large volume of data. This can sometimes slow down Gmail’s overall performance.Accuracy
Streak AI is highly accurate in updating CRM data and providing insights. It uses AI to autofill pipeline columns with data from conversations and deal history, ensuring that important leads are tracked accurately. The AI also reviews past interactions to provide precise answers to questions about deals and suggests next steps to move deals forward. The AI-powered data entry feature is particularly useful, as it scans interactions and deal history to suggest data for empty pipeline columns, reducing the need for manual data entry and minimizing errors. Additionally, Streak AI generates meeting agendas and summarizes deal histories, which helps in maintaining accurate and up-to-date information.Limitations and Areas for Improvement
Despite its strengths, Streak CRM has some limitations:Customization and Scalability
While Streak offers basic field and pipeline customization, it may not be sufficient for growing businesses that require more advanced customization options. Users have noted that the pipeline structure can feel rigid and linear, which can be limiting.Sales Automation
Streak’s workflows lack complexity, particularly in terms of automatic deal progression and native reminder systems. Users often need to integrate other tools like Asana or Trello for comprehensive task management.Native Reminders
Streak does not have a built-in reminder system for tasks and follow-ups, which can be inconvenient for users who rely on reminders to stay organized.Integration
While Streak integrates well with Gmail, its native integration with other third-party tools is limited. Users may need to use Webhooks or other integrations to connect with a broader range of applications.Analytics and Reporting
The reporting features in Streak are considered basic and may not provide the deep insights that some businesses need. Customizing detailed reports is not possible within the current setup.Customer Support
Some users have reported issues with customer support, including slow response times. For instance, one user mentioned it took 13 days to receive a competent response, which can be frustrating for users needing timely assistance.Mobile App Functionality
The mobile app for Streak has been noted to have limited functionality compared to the desktop version, particularly in terms of email tracking. Improving the mobile app could enhance user experience across different devices. In summary, Streak CRM for Gmail is powerful in its integration and AI-driven features, but it has areas that need improvement, such as customization, sales automation, and native integration with other tools. Addressing these limitations could further enhance its performance and accuracy. Streak CRM for Gmail - Pricing and Plans
Pricing Structure of Streak CRM for Gmail (As of 2025)
The pricing structure of Streak CRM for Gmail has undergone significant changes, particularly with the elimination of the free plan. Here’s a breakdown of the current pricing tiers and the features associated with each:
No Free Plan
Streak CRM no longer offers a free plan. The free version, which previously included basic features like email tracking and mail merge, has been discontinued as of March 21, 2024.
Solo Plan
- This plan is designed for a single user.
- It includes features such as private pipelines, basic CRM tools, Google Workspace integration, and mobile access.
- The cost is $79 per month.
Pro Plan
- This plan is suitable for multiple users and includes shared pipelines, advanced CRM tools, API access, and detailed reporting.
- The cost is $119 per month.
Enterprise Plan
- This plan is tailored for larger teams and includes dedicated support, advanced reporting dashboards, custom workflows, and security compliance.
- The cost is $159 per month (billed annually), or custom pricing for larger teams.
Key Features by Plan
Solo Plan
- Private pipelines
- Basic CRM tools
- Google Workspace integration
- Mobile access
Pro Plan
- Shared pipelines
- Advanced CRM tools
- API access
- Detailed reporting
Enterprise Plan
- Dedicated support
- Advanced reporting dashboards
- Custom workflows
- Security compliance
AI Features
Many AI features are included in the paid plans, but some basic AI functionalities are available even without upgrading. For example, users can get 3 free credits for advanced AI features like box summaries, asking questions, and pipeline autofill before needing to upgrade for unlimited access.
Important Considerations
- The pricing scales based on the number of users, which can become costly for growing teams.
- Advanced features like custom workflows and integrations are only available in higher-tier plans.
- Streak CRM is heavily integrated with Gmail, which may limit flexibility for businesses needing multi-platform support.
Streak CRM for Gmail - Integration and Compatibility
Streak CRM Overview
Streak CRM for Gmail is renowned for its seamless integration with various tools and platforms, making it a versatile and efficient CRM solution.
Integration with Google Workspace
Streak CRM is deeply integrated with Google Workspace, allowing it to work seamlessly within your Gmail inbox. It syncs with Google Calendar and Google Drive, ensuring that all your customer details, emails, documents, and notes are accessible in one place.
Email and Calendar Integration
The integration with Gmail enables you to manage emails, track email openings and link clicks, and schedule emails to be sent at optimal times. It also integrates with Google Calendar, allowing you to schedule meetings and set reminders directly from your CRM pipeline.
Customizable Pipelines and Task Management
Streak allows you to create and manage customizable pipelines for different workflows such as sales, recruiting, customer support, and more. You can also set up tasks and automate repetitive actions to move deals forward, all within your Gmail interface.
Native Automations and Integrations
Streak offers native integrations and automations that eliminate the need for third-party tools like Zapier, although it still supports over 9,000 applications via Zapier. These native integrations allow you to automate tasks based on events in Streak or other apps like Calendly and Typeform, directly from your Gmail inbox.
Mobile Apps
For on-the-go access, Streak has mobile apps available for both iOS and Android devices, ensuring you can manage your CRM from anywhere.
Additional Integrations
Streak is compatible with a wide range of tools and platforms, including Google Sheets, Google Drive, Slack, Mailchimp, and more. This broad compatibility makes it suitable for various business needs and workflows.
Security and Data Protection
Streak takes data security seriously, ensuring all data stored in their CRM is encrypted and protected, and they comply with industry-standard security protocols.
User-Friendly Interface
The user-friendly interface of Streak makes it easy to set up and use, even for those who are not tech-savvy. It provides guided tutorials during the first-time setup and allows for easy customization of pipelines and workflows.
Conclusion
In summary, Streak CRM for Gmail is highly compatible across different platforms and devices, offering seamless integrations with Google Workspace, native automations, and a range of other tools, making it an efficient and user-friendly CRM solution.
Streak CRM for Gmail - Customer Support and Resources
Customer Support History and Context
Streak allows you to access the full support history of a customer directly within your Gmail inbox. This feature helps you identify whether you are dealing with a long-time customer experiencing their first issue or a frequent user of support services. This context is crucial for providing personalized and effective support.
Email Management and Snippets
Streak provides snippets that fill out full emails, including subjects, for commonly asked questions with a simple key command. These snippets are editable, allowing your team to continuously refine and improve support responses. This feature ensures consistency and efficiency in your support communications.
Collaboration and Access
All collaborators have access to the same library of snippets and other resources. Streak also allows you to read emails from other departments, even if you aren’t on the original email, depending on your permission role. This facilitates seamless collaboration and ensures that all relevant team members are informed and up-to-date.
Support Pipelines and Reporting
You can set up stages of a Support pipeline to manage incoming tickets efficiently. Streak enables you to work on tickets in a round-robin manner and create reports to measure your team’s efficiency. This helps in tracking the performance of your support team and identifying areas for improvement.
AI-Driven Features
Streak AI acts as your CRM co-pilot, offering features like automatic data entry, precise insights, and suggestions to help your team make informed decisions. It can summarize past communications, generate meeting agendas, and draft responses to emails based on your past interactions. While many AI features are available in free plans, advanced features like box summaries and pipeline autofill require a Pro or Enterprise plan.
Custom Views and Alerts
You can create custom views to filter for key clients or significant bugs and receive alerts for items that require immediate attention. This ensures that critical issues are addressed promptly and efficiently.
Training and Onboarding
Streak is integrated directly into Gmail, which means you don’t need to train new team members on a new system. The interface is intuitive and similar to using a spreadsheet, making it easy for new hires to get started quickly.
Additional Resources
Streak offers a getting started guide and various support articles to help you set up and use the software effectively. The website also provides detailed information on how to manage different workflows, such as sales, partnerships, and recruiting, all within the Gmail environment.
By leveraging these features, Streak CRM for Gmail streamlines your customer support processes, enhances collaboration, and provides valuable insights to improve your team’s performance.
Streak CRM for Gmail - Pros and Cons
Advantages of Streak CRM for Gmail
Streak CRM offers several significant advantages that make it a valuable tool for those deeply integrated with Gmail:Seamless Integration with Gmail
Streak seamlessly integrates with Gmail, making it an ideal choice for users who conduct most of their business and networking activities within the Gmail ecosystem. This integration is both visually and functionally smooth, allowing users to manage customer interactions, track emails, and categorize data without leaving their email interface.User-Friendly and Powerful Workflows
Setting up workflows in Streak is user-friendly yet powerful, providing organizations with a competitive edge by enhancing efficiency. The workflows are easy to set up but still offer significant advantages in managing sales pipelines, customer support, and project management.Productive Email Tools
Streak offers a range of productive email tools, including email tracking, mail merge, send later, and snooze functions. These tools are particularly useful for email marketing and sales follow-ups, allowing users to send personalized mass emails and track their effectiveness.Task and Pipeline Management
Streak provides effective task management through its “Upcoming” feature, which helps users organize their daily tasks and priorities. The pipeline management feature is highly customizable, allowing users to filter, sort, and group data to identify bottlenecks and prioritize tasks more effectively.Asset Management and Collaboration
Streak also serves as a basic content management system, allowing users to upload and manage assets like documents, content, and proposals. It integrates with Google Drive for easier document management and provides a collaborative space for teams to share and manage projects.Mobile Accessibility
Streak is accessible on both iOS and Android devices, enabling users to manage their pipelines, track emails, and perform other collaborative functions on the go.Disadvantages of Streak CRM for Gmail
While Streak CRM has many advantages, it also has some notable disadvantages:Gmail Dependency
One of the main limitations of Streak is its exclusive integration with Gmail and Google Workspace (formerly G Suite). If you do not use Gmail, Streak will be of little to no use, making it less versatile compared to other CRM solutions.Limited Marketing Campaign Features
Streak falls short in providing comprehensive marketing campaign tools beyond email-based campaigns. It lacks the robust features expected from broader CRM solutions, limiting its utility for diverse marketing strategies.Limited Reporting Capabilities
Reporting features in Streak are only available with the more expensive plans, and the tool lacks more robust analytics and sales forecasting capabilities. This can be a significant drawback for businesses needing detailed analytics.Performance Issues
Some users have reported that Streak can slow down Gmail’s performance, especially when many emails are tagged or when loading pipelines. This can be frustrating for users who rely heavily on email for their operations.Customer Support Limitations
Customer support for Streak can be slow, particularly for users on the Pro plans. The Enterprise plan offers priority support, but this is more expensive and not accessible to all users.Interface and Mobile App Issues
Some users have noted that the Streak interface can take up the entire Gmail interface, making it difficult to view other information. Additionally, the mobile app functionality could be improved, particularly in terms of email tracking. In summary, Streak CRM is a solid choice for those deeply integrated with Gmail, offering powerful email management and pipeline tracking features. However, its limitations in marketing campaign tools, reporting capabilities, and customer support, along with its dependency on Gmail, are important considerations for potential users. Streak CRM for Gmail - Comparison with Competitors
When Comparing Streak CRM for Gmail
When comparing Streak CRM for Gmail with other products in the productivity tools and AI-driven CRM category, several key points and alternatives come to the forefront.
Unique Features of Streak CRM
- Seamless Gmail Integration: Streak operates entirely within the Gmail interface, allowing users to manage their CRM without switching between applications. This integration includes live syncing of Gmail emails and Google Calendar meetings, email tracking, and the ability to send automated email sequences directly from the inbox.
- Email Tracking and Automation: Streak offers features like email tracking, which shows when recipients open emails and click on links, and automated email sequences to nurture leads. These features are particularly useful for managing sales pipelines and client communications.
- Customization and Pipeline Management: Users can create custom pipelines for various business processes, such as sales, support, or project management. This customization allows for detailed tracking of deals and client interactions.
- Collaboration Tools: While Streak is strong for solo users, it also offers collaboration tools for teams, including shared emails, notes, and tasks. However, these features are more fully realized in the Pro plan for teams.
Potential Alternatives
Limitations and Alternatives
- Mobile Experience: One of the significant limitations of Streak is its limited mobile app functionality. If mobile access is crucial, alternatives like HubSpot CRM or Zoho CRM might be more suitable as they offer more comprehensive mobile apps.
- Dependency on Gmail: Streak’s tight integration with Gmail can be a limitation for teams that use other email services or need deeper integrations with other tools. In such cases, CRMs like Salesforce or Pipedrive, which offer broader integration capabilities, could be better alternatives.
- Pricing: Streak’s pricing can be a concern for growing teams, as the costs add up quickly with higher-tier plans. More budget-friendly alternatives might include CRM systems like Freshsales or Copper, which offer competitive pricing plans.
Other CRMs to Consider
- HubSpot CRM: Known for its strong mobile app and comprehensive set of features, HubSpot CRM offers a free plan and is highly scalable. It also integrates well with other HubSpot tools and various third-party applications.
- Zoho CRM: Zoho CRM provides a wide range of features, including AI-driven tools, and has a more extensive mobile app compared to Streak. It also offers better pricing options for teams and integrates well with other Zoho products.
- Pipedrive: Pipedrive is another CRM that offers strong pipeline management and sales forecasting features. It has better mobile functionality and is less dependent on a specific email service, making it a good alternative for teams needing more flexibility.
Conclusion
Streak CRM is an excellent choice for individuals and small teams deeply embedded in the Gmail ecosystem, offering seamless integration and powerful features like email tracking and automation. However, for teams needing more comprehensive mobile functionality, broader integration capabilities, or more budget-friendly options, alternatives like HubSpot CRM, Zoho CRM, or Pipedrive might be more suitable.
Streak CRM for Gmail - Frequently Asked Questions
Frequently Asked Questions about Streak CRM for Gmail
What is Streak CRM and how does it integrate with Gmail?
Streak CRM is a customer relationship management tool that integrates directly into your Gmail inbox. It allows you to manage sales, customer relationships, and various other business processes right from your email. Streak syncs with Google Calendar and Google Drive, making it a seamless addition to your existing Google Workspace.What are the key features of Streak CRM?
Streak CRM offers several key features, including:- Email and Link Tracking: Know when your emails are opened and when someone clicks on a link.
- Contact & Deal Tracking in Pipelines: Track deals, support tickets, fundraising, investments, orders, and more with customizable pipelines.
- Task Management: Create and manage tasks to move deals forward.
- Integrations & Automation: Connect with other apps and automate repetitive tasks.
- AI Co-pilot: Enhance productivity with AI-powered data entry, deal summaries, Q&A, and call & meeting agenda generation.
- Mail Merge with Automated Follow-Up: Send personalized emails to multiple recipients and automate follow-ups.
- Collaboration & Team Management: Share pipelines, track team progress, and work together in real-time.
What are the pricing plans for Streak CRM?
Streak CRM offers several pricing plans:- Free Plan: Includes email tracking, mail merge (50 emails/day), snippets, and thread splitter. It is free but lacks key CRM functionalities.
- Solo Plan: $79/month, includes 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.
Can I use Streak CRM on mobile devices?
Yes, Streak CRM has mobile apps for both Android and iOS. This allows you to access and update your CRM on the go, ensuring you stay connected and productive even when you’re not at your desk.How does Streak AI enhance the CRM experience?
Streak AI acts as a CRM co-pilot, helping you manage your deals more efficiently. It automates data entry, provides deal summaries, answers questions about your deals, and generates call and meeting agendas. Streak AI also helps in tracking important leads, summarizing deal histories, and suggesting next steps, all within your Gmail inbox.Is Streak CRM secure and compliant with data privacy standards?
Yes, Streak CRM is built in the same cloud as Gmail and G Suite, ensuring rigorous security and privacy measures. This aligns with the security standards of Google’s cloud infrastructure.Can I customize pipelines and workflows in Streak CRM?
Yes, Streak CRM allows you to customize pipelines and workflows according to your business needs. You can create custom pipelines for different types of deals or processes and even add logic and calculations to your pipelines without needing to know JavaScript.How does Streak CRM handle team collaboration?
Streak CRM enables team collaboration by allowing you to share pipelines, track team progress, and work together in real-time. You can also assign tasks and keep everyone in the loop with shared information and updates.What kind of support does Streak CRM offer?
Streak CRM offers various levels of support depending on the plan you choose. The Enterprise Plan includes dedicated support, while other plans have access to a Help Center and support via email. For custom support needs, you can contact Streak directly.Can I try Streak CRM before committing to a paid plan?
Yes, Streak CRM offers a free 14-day trial for all its paid plans. This allows you to test the features and see if it fits your business needs before deciding on a plan.