Streak

Trial

streak.com

Manytools

CRM Management Tools

Streak

Trial

streak.com

Streak is a comprehensive CRM tool within Gmail for seamless project management. It offers automated data capture, collaboration capabilities, customization, and robust security measures. Ideal for managing tasks, relationships, and projects.

Popularity

13% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

Web

Price$19

Free

Go To Site

A Comprehensive CRM Tool Within Gmail

Welcome to your world of seamless project management with Streak. Billed as a CRM built into Gmail, Streak presents a world of convenience for teams and professionals who want to keep all their project data organized within their inbox. Streak excels by offering hassle-free management of support tickets, leads, candidates, buyers, sellers, projects, investors, and more, all directly from Gmail. The software puts your pipeline at your fingertips, automating capturing data from your emails and contacts and reminding you of progression through tasks and reminders.

An Intuitive Platform for Collaborative Work

The best thing about Streak is its collaborative capabilities. It allows easy sharing of emails, notes, call logs, and more within your team, allowing seamless transitions and effortless handovers. Plus, Streak provides just the right amount of supercharging to your inbox. Ever needed to know when people see your message or schedule emails for just the right time? Streak does all this and more, even allowing you to split conversations into separate email threads when topics start to branch off!

Customize to Your Needs

Every business is unique, every team operates differently and Streak understands this, providing an easily customizable platform that adapts to your team's unique needs. The platform allows you to create custom views of your pipeline, search, filter, group, and sort your data in any configuration. Additionally, it offers smart input types supporting various formats like numbers, texts, lists, checkboxes, tags, formulas, contacts, and more.

Security, Mobile Friendliness, and Integrations

Streak scores high points in its security measures, being built in the same cloud as Gmail and G Suite, and also being GDPR compliant. Its user-friendly mobile apps and integrations with G Suite and Zapier are perfect for on-the-go project management. Not to forget its super useful pro features offering multi-team support, custom permissions, data validation, and reporting tools. Plus, it has email power tools like view tracking, mail merge, scheduled email sending, snippets, and thread splitter that add more convenience to your Gmail capabilities.

To wrap this up, Streak effectively simplifies project management by making it a part of the email tool you use daily. By embedding CRM tools into Gmail, it offers an unbeatable ease of use and comprehensiveness that is sure to transform the way you manage your projects, relationships, and tasks.

Pros & Cons

Pros

Fully integrated with Gmail and the G Suite offering seamless managing of leads, projects, and tasks directly from your inbox.

Offers customized workflows and pipeline processes tailored to the unique needs of your team.

Provides robust automatic data capture and reminders to keep track of progress and contact updates.

Email tracking lets you know instantly when your message is read and allows for personalized mass emails.

Strong security measures with GDPR compliance.

Available on mobile with native Android and iOS apps allowing you to stay connected on the go.

Cons

Reliant on Gmail, so if your team isn’t using Gmail or G Suite, Streak may not be ideal.

Lacks some comprehensive features found in standalone CRM solutions.

Potential learning curve for less tech-savvy users to fully utilize all features.

Over-reliance on integrations may complicate workflow for some users.

Customization options, while flexible, can be overwhelming to set up initially.

Data validation and accurate reporting require Pro features which mean extra costs.

Frequently Asked Questions

Find answers to the most asked questions below.

What is Streak and what features does it offer?

Streak is a Customer Relationship Management (CRM) tool that is built directly into Gmail. It allows you to manage various workflows such as support tickets, leads, projects, buyers and sellers, candidates, partners, and investors all from your Gmail inbox. Some of its features include the ability to set up and customize processes, filter and sort data, view upcoming tasks, automatically gather data from contacts and emails, and integrate with G Suite.

Can multiple teams in an organization use Streak and what are the controls?

Yes, Streak supports multi-team usage making it accessible for various departments such as sales, hiring, and support. It also offers custom permissions, allowing you to control who in your organization has access to your information.

What are the customer support options for Streak?

Streak offers both web and mobile support. It's natively built into Gmail on web and mobile with Native Android and iOS apps.

Can Streak integrate with other tools?

Yes, Streak's open API integrates with G Suite as well as Zapier, which allows the system to connect with over 1000 other tools. This makes it easy for you to integrate your workflow with other tools and systems.

What is Streak's approach to security and privacy?

Streak is built in the same cloud as Gmail and G Suite, providing rigorous security. It also complies with the General Data Protection Regulation (GDPR), ensuring privacy.

How can Streak help in email management?

Streak offers several features to enhance email management. These include view tracking to know when people see your message, mail merge for sending personalized emails, scheduling emails, using frequently written email templates, and splitting conversations into separate threads when the topics start to branch.

Streak CRM Review: Pricing, Pros & Cons of Streak for Gmail Chrome Extension

08 Feb 2022

Streak CRM is a customer relationship management tool designed to integrate seamlessly with Gmail and other Google Workplace (previously G Suite) applications. This CRM is particularly well-suited for freelancers, startups, and small businesses, as it offers a free plan and an affordable solo version. Streak CRM boasts a variety of beneficial CRM features and functionalities, which will be explored in depth in this review. For Gmail users seeking a CRM solution, Streak CRM is an excellent choice to optimize and streamline business processes.

Michael Scheiner

crm.org

Streak CRM Review

Streak is a CRM solution that flawlessly connects with your Gmail inbox, allowing you to efficiently arrange your emails. This platform offers adaptable workflows that let you monitor various processes, such as sales, recruitment, and project management. Additionally, Streak assists you in managing diverse customer profiles by effectively organizing all pertinent contact information, personal details, and associated files.

Lloyd Park

Research Analyst,SoftwarePundit

www.softwarepundit.com