You’ve been meaning to step up your sales game with the help of a customer relationship management system, but you still want to spend the majority of your working hours in Gmail. Streak CRM, a tool for pipeline management that is housed within Google’s email platform, should alleviate any remaining concerns you may have. This review of Streak CRM will discuss its pricing plans, its various features, as well as its benefits and drawbacks. Streak CRM was developed specifically as a Gmail Chrome extension, so this review will focus on how it can be used with Gmail.
When it comes to customer relationship management software for Gmail, you want to know if Streak CRM is any good. Before we get too far ahead of ourselves, let us just state for the record that Streak is, in fact, quite good. As a customer relationship management (CRM) solution, it has proven to be quite useful for a wide variety of business types and industries, including real estate and fundraising, as well as internally for a wide variety of departments, such as sales, customer support, and even human resources. Among the business types and industries that have found it useful is real estate (HR). Now we will go over the review.
The customer relationship management software known as Streak CRM is designed to integrate seamlessly with Gmail and the other applications that are part of Google Workplace (previously known as G Suite). Because there is a free plan and a solo version that is quite affordable, it is an ideal CRM for freelancers, startups, and small businesses. This is especially true given the availability of both plans. The many helpful CRM features and other functionalities that Streak CRM offers will be discussed in greater detail in the following sections. When it comes to customer relationship management (CRM) solutions, if you are a user of Gmail, this is an excellent tool to help streamline the business process.
When compared to other CRM platforms, Streak is one of those that scores relatively well in terms of how easy it is to use. Having said that, it is a good idea to go through the few but simple steps when it comes to setting up Streak and using it as a CRM tool nested within your Gmail inbox. This is because it is a good idea to go through the few but simple steps.
The Streak CRM add-on is an addition. This indicates that you must download the extension from a website such as the Chrome Web Store or the Mac App Store in order to use it.
Visit the Chrome Web Store to download and install Streak on your Chrome browser. You can find the Chrome extension for Streak CRM by searching for it, and when you find it, you should select the option that says “add to Chrome.” After that has been completed, the Streak icon will appear within the Google apps that you use.
In a manner analogous to utilizing Streak CRM with Chrome, the first step in installing this plugin for Safari is to go to the Mac App Store. After you have completed your search for the Streak plugin on that page, select “get,” and then, once the file has finished downloading, launch it. After that, the Streak extension will be available within your Google apps when you use Safari.
Streak gives the impression of being a straightforward spreadsheet, but in reality it is much more than that. The spreadsheet illustrates the various stages of your deal flow, such as “new lead,” “deal in progress,” “sale won or lost,” and so on. You are however able to easily customize your fields and columns, which will allow you to get the most out of this pipeline.
You can start configuring automated workflows as soon as you have completed the process of customizing your pipelines or even using some of the pipeline templates that are provided by Streak. These will take over straightforward responsibilities, such as advancing a lead further along the sales process when certain events are triggered.
When a customer relationship management (CRM) software offers both paid plans and free versions, the question that naturally arises is, “What’s the difference?” And why should I pay for something if there’s a free version I can use? You get access to the fundamental CRM features with the free Streak CRM plan, such as 500 contacts (“boxes”), 50 mail merges, as well as email tracking and snippets. Notes taken during meetings, logs of phone calls, and file attachments are all essential CRM tools. The free plan does not include any shared pipelines, which makes this option less than ideal for use in team settings. When you take a look at the paid versions, you will immediately notice that the Solo plan provides you with 5,000 contacts and 800 mail merges each day. You are also provided with support via email by Streak. You unlock even more features as you progress through the more expensive tiers, such as the Pro level. There is no limit on the number of boxes, which is their term for contacts or other CRM data that is being moved through the pipeline. In addition, daily mail merges are capped at 1,500. In addition, you will have access to shared team emails, fundamental permissions, and lastly, a standard API. With the enterprise plan, you will have access to Streak’s priority customer support as well as a webhook API.
The following are the main features of Streak CRM:
- Streak inbox
- Streak mail merge
- Streak pipelines
- Streak task management
- Streak asset management
- Streak thread splitter
- Streak send later
- Streak project management
- Streak business development
- Streak integrations
Your Gmail account houses the Streak inbox; however, this inbox is capable of so much more than the standard Google features found in emails. It is possible to automatically sort contact information taken from email threads into CRM data. In addition to that, all members of your team can make use of this as a shared inbox for their messages. In addition, there is email tracking, which alerts you whenever a particular email is opened. Email templates are another type of powerful tool for use with email.
Email marketing and even follow-up sales calls can benefit greatly from the use of mail merge. Utilizing this tool will enable you to send the same email to multiple recipients at the same time. Additionally, this function includes automatic follow-ups, which ensure that your mass emails are successfully delivered to their intended recipients.
There are both private pipelines and shared pipelines available through the Streak platform. You have the option of using pipeline templates or of customizing your pipelines and then sharing those modifications with the rest of your team. They can be very straightforward and colorful, or they may contain a great deal of important data and fields.
Streak is a company that manages tasks through a tool that they call “Upcoming.” Streak provides an easy and uncomplicated method for you to organize all of the upcoming responsibilities that you have. It is able to be customized to present to you an exact breakdown of your daily responsibilities as well as an analysis of the tasks that you consider to be of the utmost importance.
In addition to being a customer relationship management system, Steak CRM can also function as a basic content management system. You have the ability to upload assets such as content, documents, mock ups, and proposals and attach them to specific projects. This is wonderful for working together on projects as well as reusing old content in different contexts.
Sometimes Gmail will combine conversations that have no real business being together in the same place. Streak is equipped with a thread splitter that facilitates the separation of erroneously combined email threads, thereby enhancing clarity. It is also very helpful if a member of the sales team is having an email conversation with a customer and the customer has a separate support issue; you can split that email conversation up and send it to a different department.
Even if you feel like you’re at the top of your game when it comes to email writing right now, that doesn’t mean it’s the right time to send that message. You are able to plan and compose emails with Streak CRM, and then schedule those emails to be sent at a later date and time of your choosing. When you schedule emails, Gmail’s Draft folder is where they will patiently wait until they are sent. There is also a function to snooze emails, whereby you will receive a notification before the email is actually sent.
Streak is an excellent choice for managing projects such as product development thanks to its extensive feature set in the area of project management. It is possible to use it across multiple teams in order to keep track of who is responsible for which tasks and what kinds of deadlines everyone is working on.
There is more to building and developing your business than just acquiring new clients and making sales. The focus should be on establishing long-term partnerships. Streak’s extensive permissions features, which allow managers and team leaders to grant different users access to different content and projects, are designed with this purpose in mind. It is of great assistance when you need to solicit feedback on a project from individuals who are not part of your team or organization.
For developers looking to further tailor their Streak experience, the company provides both a standard application programming interface (API) as well as a webhook API. Alternately, you have the option of connecting Streak to a wide variety of additional apps through Zapier. These apps include social media ad platforms such as Facebook lead ads as well as other tools such as Google Sheets.
Is it accurate to say that Streak is one of the top CRMs? In order to respond to this question, it is necessary to examine both the pros and the cons. The following is a list of the benefits and drawbacks of using Streak CRM:
If you already conduct a significant amount of business and networking through Gmail, you won’t be able to take advantage of the first obvious benefit offered by Streak CRM. In terms of both appearance and operation, the integration is completely seamless. Next, the workflows in Streak are not only very simple to configure but also quite powerful in terms of the benefits they offer. This provides a significant competitive advantage for both your organization and its efficiency. The email tools are not only incredibly useful but also a lot of fun to use. Among the most useful ones are mail merge, send later, snooze, and thread splitter, among many others: email marketing has a lot going for it. As was discussed earlier, Streak excels in a variety of specific use cases and industry verticals. If you are in the real estate business or are in charge of organizing a charity event, you can utilize this CRM in a variety of helpful ways.
If you do not use Gmail, then this customer relationship management software will be of little to no use to you. This is the obvious flipside to Streak’s primary benefit for users of Gmail. Google Workspace users are the only ones who can use Streak (formerly G Suite). Streak is missing some other features that you might anticipate finding in a more comprehensive CRM solution. It does not have the tools necessary to conduct effective marketing campaigns that are not based on email. Even though it is possible to use it to organize a customer support ticketing system, it is not the most effective customer relationship management system for the job. Last but not least, the reporting features of Streak are only accessible to users of the most expensive plans. If you want more robust analytics and sales forecasting, you may want to look in other places.
You don’t have to take our word for it, so we’ve compiled a summary of reviews of Streak CRM from its users that can be found elsewhere on the internet. Many people who use Gmail are happy with how simple and quick it is to install the Streak add-on for their account. It won’t take more than a second of your time, and you can immediately begin using it. Users of Streak consistently give high ratings to the email tracking feature because being aware of whether or not a recipient has opened an email provides a fantastic opportunity to follow up and ultimately seal the deal. In some of the other positive reviews of Streak that can be found online, the iOS and Android mobile apps are described as being very effective and very smooth. When it comes to a summary of a negative Streak.com review, the following is what some users who are less than satisfied are saying: It is obvious that some people are dissatisfied with the fact that it does not work with other email systems such as Hotmail; however, they ought to have been better informed. Aside from that, many customers have issues with the limitations of the free or solo plans, as well as the fact that the best features for team collaboration are still somewhat pricey. For instance, having shared pipelines and team email sharing are examples of these features.
Which level of Streak customer service you receive is determined by the pricing plan to which you subscribe. To put it more plainly, if you are on the free plan, there is no personal support available to you. However, there are help resources available online, as well as a YouTube channel. Email support is included in the Solo and Pro plans, but a number of online reviews have expressed dissatisfaction with how long it can take to receive a response from the company. You will receive priority support if you have the Enterprise plan; however, there are not many reviewers who have this plan and are able to comment on Streak’s support.
To summarize, the Streak Chrome extension is well worth the money if your needs match the following criteria: you use Gmail; you work alone or with a small team; you only want basic CRM tools; and email is the primary channel through which you network and sell.
Is Streak a reputable and trustworthy company?
Streak is a completely legitimate business that develops an extension for Gmail and other Google apps that provides basic customer relationship management capabilities. The fact that this software offers a free version for users who are hesitant to immediately sign up as paying subscribers should be enough to persuade you that it is a legitimate product.
Is it risk-free to use Streak?
Utilizing Streak CRM for Gmail is a risk-free endeavor. For instance, Streak will not trade or sell any of your personally identifiable information or the data from your CRM. When a piece of data is no longer required for a project or product that you are working on, it will remove it entirely from the system where it was stored.
Does Streak work on iPhone?
Streak CRM is compatible with iOS devices such as iPhones (as well as Android phones). It grants you immediate access to your pipelines while you are using the Gmail app on your iPhone. You can organize your emails, keep track of them, and perform other collaborative functions such as sharing pipeline information with other members of your team.