Streak

Trial

streak.com

Manytools

CRM Management Tools

Streak

Trial

streak.com

Simple Collaboration. Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done. Multipurpose. Manage your deals, support queue (and more) inside Gmail. Replace multiple external systems with Streak. Works with Google Apps. Streak connects securely to Google Apps.

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

Unleashing the Power of Streak

With the digital landscape becoming more competitive, Streak - CRM for Gmail is a breath of fresh air for developers, designers, SEO gurus, webmasters, affiliate marketers, growth hackers, data analysts, and content creators. It is a multi-faceted tool that brings a host of features designed to streamline and enhance your workflow.

Simplifying Collaboration

One of Streak's greatest strengths lies in its collaboration features. It allows teams to share contacts, emails, files, and any other essential resources with just a single click. This seamless sharing capability eliminates the hassle of juggling multiple platforms, making teamwork more efficient and productive.

Multipurpose Management

Beyond collaboration, Streak excels in managing multiple tasks within Gmail. Whether it's dealing with your support queue, managing deals, or handling any other task, Streak has you covered. It is designed to replace multiple external systems, thus making it a one-stop solution for all your management needs.

Seamless Integration with Google Apps

Streak's functionality extends to secure connection with Google Apps. It smoothly integrates with your existing Google account, thereby making it a go-to tool for Gmail users. It simplifies the process of managing your tasks, without the need for switching to multiple platforms.

User-Friendly Interface

With its user-friendly interface, Streak ensures that you don't need to be a tech expert to utilize its features. Its layout is intuitive and straightforward, ensuring a smooth user experience. Whether you're managing deals or sharing files, every feature is just a few clicks away.

Optimize Productivity

Streak is more than just a CRM. It's a productivity tool designed to optimize your workflow. It helps you manage tasks, collaborate with your team, and connect with Google Apps, all within your Gmail account. By consolidating all these functions into one platform, it allows you to focus on what matters most - growing your business.

A Valuable Tool for Digital Professionals

For digital professionals who are constantly on the lookout for tools that can enhance their productivity, Streak is a valuable find. Not only does it offer a wide range of features, but it also simplifies the process of managing and collaborating on tasks, making it a great addition to your digital toolkit.

In conclusion

Streak - CRM for Gmail is an all-in-one management and collaboration tool that integrates seamlessly with Google Apps. Its user-friendly interface, coupled with its wide range of features, makes it a must-have tool for digital professionals.

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