Streak Review: Is It Right for Your Business?

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Streak CRM is a cloud-based marketing automation platform that helps businesses to grow. It is designed for small and medium sized companies and offers a free trial. Read more in detail here: streak crm.

Streak-Review-Is-It-Right-for-Your-BusinessStreak is a customer relationship management (CRM) tool that works with Gmail and the rest of the Google Workspace products. It allows users to keep track of company activities including sales, partnerships, Service to Customers, recruiting, and deal flow. This platform also has advanced Tracking of emails features. It’s ideal for solopreneurs, startups, and small organizations that require a low-cost CRM solution.

Pay a visit to Streak.

Streak’s Recommendations

Streak is a CRM tool for Gmail users that records and controls company activities such as sales, deal flow, partnerships, support, and recruiting. It also has Tracking of emails features, allowing you to see when your emails are opened. As a consequence, this solution is great for freelancers, entrepreneurs, and small teams searching for lightweight, user-friendly CRM software that allows them to manage deals from the comfort of their mailbox.

Who Is a Good Candidate for a Streak?

  • Users of Google: Our list of the top Google CRM solutions includes Streak. It works with other Google Workspace applications and connects straight into Gmail, enabling you to use your CRM tools from your inbox.
  • Solopreneurs in need of a personal CRM: Streak’s Free and Solo subscriptions have basic CRM features that allow you to manage your workflow from inside Gmail. It’s one of the greatest personal CRM systems, and we suggest it.
  • Startups in need of a low-cost CRM system: Streak provides both free and low-cost subscription solutions with capabilities including core CRM, Emailing in bulk sending, and Tracking of emails. It also offers a Pro package that includes sophisticated CRM capabilities including richer contacts data, reporting, and native dialer support for organizations. It’s in our list of the best CRM solutions for small businesses.

Who Isn’t a Good Fit for Streak?

  • Businesses seeking for a CRM with a built-in call center should consider the following: While the mobile version of Streak enables you to make calls from your CRM contacts, it lacks the interactive voice functionality that call centers demand. View choices with built-in telephony systems on our list of the top CRM contact center software.
  • Billing and invoicing functionalities are required for the following businesses: Billing, invoicing, product catalogs, sales quotations, and client payment administration are not included in Streak’s functionality. Read our guide to the best CRM systems for accountants and bookkeepers if you need these capabilities.
  • Sales teams looking for a CRM that integrates social media: This platform uses Zapier to connect to social networking sites, although this feature is only available on higher-tier subscriptions. Furthermore, it lacks the social interaction, listening, monitoring, and publishing functions included in the top social CRM solutions on our list.

Are you looking for something different? Take a look at our best CRMs for small companies.

Overview of the Streak

Pay a visit to Streak.

Pricing on a Roll

Streak’s pricing is separated into three paid versions and a free plan. Monthly rates start at $15 per user, each month (or $19 per user, per month, payable monthly) when invoiced yearly. The restrictions on pipeline data and daily mass email, the quality of customer assistance, and access to sophisticated CRM tools and connectors are among the distinctions between the plans. The Pro package is available for a 14-day free trial.

Free

Basic CRM functionality including as tasks, custom fields, file attachments, Importing and exporting data, call logs, and notes are available on Streak’s Free plan. It also includes email features like tracking, templates, and mass emailing.

Solo

In terms of the amount of CRM data it can produce and the number of emails it can send each day, the Solo plan outperforms the Free plan. It’s also the first tier, which gives you email support.

Pro

The Pro plan, unlike the lesser levels, enables you to add an infinite amount of data rows to your pipeline. Advanced CRM capabilities such as richer contact data, team email sharing, reporting, and native dialer support are also available. You can also use Zapier to connect your CRM to third-party applications and regulate who has access to your data.

Enterprise

You may specify Validation of data and data access rules using Streak’s Enterprise package. It also comes with extra features like bespoke billing methods and priority support.

Features of a Streak

Characteristics

The following are the general CRM characteristics of Streak:

  • Tracking leads and closing deals
  • Ticket management assistance
  • Management of projects and tasks
  • Management is led by recruiting.
  • Views of the pipeline that are unique
  • Enriching contact information
  • Importing and exporting data
  • Notes from meetings and call logs
  • Reports
  • Dialer app for mobile
  • Validation of data
  • Permissions
  • Teams may have their own charging choices.
  • Personalized workflow

 

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The shared pipelines perspective of Streak (Image courtesy of Streak University)

Streak has crucial CRM tools that enable you to manage your workflow from your Gmail account. From your mailbox, you can keep track of and manage your leads, deals, tasks, projects, support tickets, and recruiting process. You may also use Google Sheets or a file upload to personalize your pipeline views, preview impending jobs, and migrate your data. It also allows you to manage who has access to your data.

The following email tools are available via Streak:

  • Tracking of emails
  • Emailing in bulk
  • Emails that are sent on a regular basis
  • Splitter for conversation threads
  • Templates for emails

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Streak’s Tracking of emails feature (Source: Streak University)

Streak’s Tracking of emails feature sends you notifications whenever your email is read and responded to or if it has failed to reach the recipient. Its Mail Merge feature allows you to send personalized and scheduled mass emails from Gmail. It also has a Thread Splitter that breaks apart a single email thread into separate conversations according to the topic being discussed. If there are frequently written emails, you can save time by filling out a template or Snippet with a single command.


App for mobile devices

Streak’s App for mobile devices capabilities:

  • Widget to keep track of impending chores
  • Conversations on Gmail
  • View and edit CRM information.
  • Call log that is kept automatically
  • Send phone numbers to contacts

Streak’s App for mobile devices allows you to view upcoming tasks and pipelines from your phone while you’re on the go. You can also reply to emails using your saved templates and edit your contacts’ data. It automatically logs calls and allows you to immediately take notes which you can use as a reference for future tasks. In addition, you can start a call by sending a contact from your pipeline to your phone. You can download Streak’s mobile version from the App Store or Google Play.


Reporting & Analytics

Streak’s reporting features include:

  • Reports on sales
  • reports on the pipeline
  • Customization of reports
  • Reports are available for download, printing, and sharing.

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Streak’s sales reports on the pipeline (Source: Streak University)

Streak’s reporting tools are only available for Pro and Enterprise subscribers. It lets users generate reports based on the data available in pipelines. This platform’s Reports on sales allow you to monitor the values in your pipeline, such as actual close rates and projected close values. reports on the pipeline, on the other hand, show you the stage flows and interactions with your customers. You can also customize, download, and share built-in sales and reports on the pipeline.


Integrations with third-parties

Streak fully integrates with Gmail and other Google Workspace apps. Other Integrations with third-parties are available for Pro and Enterprise plan users via Zapier. With Pro, you get Standard Application Programming Interface (API), which connects with other apps based on a request for data. The Enterprise plan, on the other hand, uses Webhook API, which can automatically activate a workflow even without a request. Here are some of Streak’s most popular Integrations with third-parties:

  • Dropbox
  • Slack
  • Trello
  • Mailchimp
  • Lead Ads on Facebook
  • Airtable
  • QuickBooks Online is a software program that allows you to
  • Gravity Creates
  • Calendly
  • Intercom

Service to Customers

All of Streak’s premium subscriptions include email support, and the Enterprise version adds priority assistance or a call-back service. While no phone support is available, you may start a live chat enquiry if you need help with problems or deployment. Aside from that, you may use its knowledge base, blog, and video courses from Streak University to learn how to use the platform and explore its capabilities.

User-Friendliness

Streak offers an easy-to-understand interface that makes learning, implementing, and using it a breeze. Its basic design makes it easy to browse around the program by displaying all of your important choices and task statuses. It also offers lessons and online tools to help users get the most out of the platform.

Alternatives to the Streak

What Users Have to Say About Streak

The majority of Streak users like how simple it is to learn and utilize the software. Its collaboration and power email features are superb, they say. They also like how its workflow management tools help businesses handle their sales, partnership, support, and recruiting processes more effectively. Streak has received the following ratings from the most prominent review sites as of the day this article was written:

Streak’s Google exclusivity is seen as its most significant benefit, but individuals who do not use Gmail will find this to be a significant disadvantage. Some users have complained about the app’s poor download time and difficulties accessing its mobile edition. Others hoped for improvements in the quality of the company’s customer service and the time it takes to address a problem.

Overall, Streak users are pleased with the platform’s functioning and the company’s ongoing efforts to enhance it.

Conclusion

Streak offers Gmail users a simple CRM solution with robust Tracking of emails and collaboration tools. It is a great option for individual users and small businesses wanting an affordable CRM software that integrates with Google Workspace apps. Sign up for a 14-day free trial or get started with its Free plan to see how Streak works for you.

Streak Review is a service that allows users to share their opinions about products, which can be read by other people. Streak Review has been getting mixed reviews from consumers and businesses alike. Reference: how to get streak on snapchat.

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