Streak Review – a CRM for Gmail

In this Streak review, you'll find more information about its features, pricing, pros and cons and why you should consider using it.
9.3/10 (Expert Score)
Product is rated as #2 in category Customer Relationship Management

If you are having difficulty handling communication in your workplace, it may be time to look for an appropriate solution. One choice that a lot of companies opt to use is a CRM or customer relationship manager.

Customer relationship management is a solution made to assist with communication. This is for both potential and current customers and clients. One amazing solution you may consider is Streak. 

With this customer relationship management software, you have all the tools needed as well as the functionality you want to succeed in the business dealing with existing and potential clients. However, the question is, what is Streak, and how can it help my company become successful? This Streak review will help you get to know more about this software. 

Click on “open” if you want to see exactly what we will talk about in the rest of this article.

Quick Overview

Streak review: Learn everything in 30 seconds

What is Streak?

Streak is one of the most popular customer relationship managers plug-ins, turning Gmail into a tough and powerful CRM app. It is considered a dependable solution that uses an exceptional way to cluster Gmail threads based on the workflows. 

This prioritizes the inbox and targets to make email communications easier with prospects and clients. 

This CRM is not intended to tag emails but also to gather them based on the phases in your pipeline. Thus, this is compatible with the phases involved in a process like sales, deal flow, support, hiring, product development, fundraising, and real estate. On the other hand, this is primarily made for users of Gmail and is just helpful for freelancers and small business owners.

That said, the solution allows companies all over the world, such as Yelp, Twitter, Uber, Weebly, etc., to track email views, send bulk emails, schedule emails, and make distinctive email threads. What is more, Streak provides a freemium option that makes it ideal for personal application. 

Streak specifications

FeaturesCRM Marketing / Chrome extension / Email marketing / Project Management
Best suited forFreelancers, Small businesses, Mid size businesses
Website languagesEnglish
Website URLVisit official website
Support linkSupport page
Support email[email protected]
Live chatYes
Company address160 Pine St. 250. San Francisco, California 94111, United States.
Year founded2011

Our Streak review

9.3Expert Score
Manage leads from Gmail

Streak is the only CRM integrated entirely within your Gmail inbox. It can be used to track many business processes including sales, partnerships, support and hiring. Streak also includes a powerful set of email tools such email tracking, that lets you track when an email is opened.

Customer support
9
Value for money
9
Ease of use
9.5
Features
9.5
Pros
  • Superb free CRM
  • Enables used to build and handle any form of process
  • It sits discreetly in the Gmail inbox
  • Offers superb productivity tools, which include email tracking, mail merge, and snippets
Cons
  • It just functions with Gmail
  • Short of the functionality of a fledged CRM

Pricing

Streak pricing: How much does Streak cost?

Streak costs from $19 to $159 per month and you can save 20% by subscribing on their yearly plan. The pricing plans pricing differs based on the number of rows you need to add in your pipeline and the number of mails you merge.

Pricing rangeFrom $19 to $159 per month
Pricing typesAnnual subscription / Monthly subscription
Free planYes
Free trialYes, 14 days
Money back guaranteeNo
Pricing page linkSee plans

Streak pricing plans

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The pricing offered is divided into three paid and free plan options. Monthly charges begin at $15 for every year, billed yearly, or $16 for every user a month. The major disparities between the offered plans include the restrictions to daily bulk emails and pipeline date, level of customer support and access to integrations, and state-of-the-art CRM features like automatic profile enrichment, shared contacts as well as native dialer support.

   

Features

What can you do with Streak?

Streak offers core CRM features that allow you to manage and track your contacts, sales activities, and deals without leaving Gmail. The Streak has email power tools enabling you to monitor email opens as well as send bulk emails.

Also, you can access these functionalities on the go by utilizing its iOS and Android app. Enterprise and Pro users are able to make customizable as well as shareable sales and even pipeline reports.

Core CRM Features

  • Shared contacts
  • Unlimited contacts as well as organizations
  • Reminders and tasks
  • Custom fields and columns
  • Data export and import 
  • Linked pipeline items
  • Call meeting notes and logs
  • Shared and private pipelines
  • Enriched contacts
  • Native dialer support
  • Linked pipeline items

Streak provides vital CRM features which enable you to handle the workflow from Gmail. Users can monitor and handle the deals, leads, projects, tasks, hiring process, and support tickets from their inbox.

Also, they can customize the pipeline views, witness upcoming tasks, and move the data utilizing file upload or Google Sheets. It also allows you to manage who can edit the data.

Email Power Tools

  • Bulk email
  • Email tracking
  • Email templates
  • Conversation thread splitter
  • Scheduled emails
  • Automatic email sharing

The email tracking feature of Streak informs you each time the email is viewed or read, replied to, or has failed to reach the receivers.

The Mail Merge feature enables the users to send scheduled and personalized mass emails from Gmail; on the other hand, Thread Splitter cuts up a single email thread into individual conversations according to the subject being discussed.

If often there are written emails, users can save precious time by filling out a Snippet or template in just one command. 

Mobile App

  • iOS and Android Apps
  • Gmail conversions
  • Widget for future tasks
  • View CRM data
  • Update CRM data 
  • Send or transfer contacts to a mobile device 
  • Automatic call log
  • Pipelines
  • View emails and files
  • Activity timeline
  • Custom email templates

This feature enables users to see forthcoming tasks as well as pipelines from their mobile devices while they are on the go. Users can also reply to emails utilizing the saved templates and edit the contact’s data.

It logs calls automatically and enables you to take notes immediately to use as a reference for future tasks. What is more, you are able to begin a call by sending a contact from the pipeline to the mobile device.

Third-Party Integrations

  • Trello
  • Mailchimp
  • Dropbox
  • Slack
  • Facebook Lead Ads
  • Calendar
  • Intercom
  • Gravity Forms
  • Airtable
  • QuickBooks Online

Streak mixes with Gmail as well as other Google Workspace apps. More than 1,000 third party additions are available for Enterprise and Pro plan users through Zapier. With Pro, you will have an API or Standard Application Programming Interface that connects with other applications based on a data request. On the other hand, the Enterprise plan utilizes Webhook API to activate a workflow even with no request instantly.

Reporting and Analytics

  • Pipeline reports
  • Sales reports
  • Download, print, as well as share reports
  • Report customization

The CRM reporting tools of Streak are just available for Enterprise and Pro subscribers. It allows making reports based on the information available in pipelines. Streak sales reports enable you to track the values in the pipeline like actual close rates as well as anticipated close values.

On the other hand, pipeline reports reveal the stage flows as well as interactions with the clients. Also, you can customize, share, and download built in sales and even pipeline reports. 

Customer Service

This platform provides email support under all of the pain plans. They also offer priority support and call-back service if you opt for the Enterprise edition. While it doesn’t provide phone support, users can begin a live chat question if they want help in implementation or troubleshooting.

What is more, you can take benefit from its knowledge base, blogs, and Streak University video lessons as your resources on how to pilot the platform and discover the unique features.

User-Friendly

This platform comes with an intuitive interface that makes it simple to learn, use, and implement. Its straightforward design expediently shows your major choices and task statuses, enabling you to navigate easily through the app.

Also, it offers online resources and tutorials for those who want guidance utilizing the platform. 

Conclusion

Why you should use Streak?

In general, Streak provides users of Gmail with a simple customer relationship management solution with tough email tracking as well as collaboration tools. Users can utilize it in tracking and managing deals, contacts, tasks as well as workflows in the email inbox.

It’s a superb choice for users and small companies wanting an affordable CRM app that integrates with Google Workspace apps.

So, in general, Streak is worthwhile if the following shows your needs: you utilize Gmail, you work alone and have a small team, you need basic tools, and Gmail is the main way of selling and networking.

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