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Discover How Streak Revolutionizes Productivity and Efficiency for Professionals.

Streak CRM, a robust tool integrated with Gmail, offers advanced features like email tracking, mail merge, and pipeline management. Perfect for professionals, it streamlines workflows and enhances efficiency. Uncover its potential today

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Editor’s Pick

2.90 out of 5

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Streak CRM, a robust tool integrated with Gmail, offers advanced features like email tracking, mail merge, and pipeline management. Perfect for professionals, it streamlines workflows and enhances efficiency. Uncover its potential today

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Updated on November 23, 2024 (3 months ago)
TL;DR

Streamline Your Business with Streak CRM: The Ultimate Gmail-Integrated CRM Solution

TL;DR

Streak CRM has never been more accessible with its seamless integration into Gmail. This innovative tool offers robust email tracking, customizable pipelines, and powerful mail merge capabilities, making it an essential choice for small businesses and sales teams. Discover how Streak CRM can transform your approach to managing customer relationships with cutting-edge features like email tracking, task management, and direct mail functionalities. Whether you're looking to streamline your email management or enhance your CRM tasks, Streak CRM is a game-changer in the industry, providing a visually appealing and highly efficient solution for managing your entire business from within your inbox.

Publish Date

1997-04-05

Platforms

Streamlining Sales and Marketing with Streak CRM

Streak CRM is a game-changer for businesses looking to streamline their sales and marketing processes. This powerful tool integrates seamlessly into Gmail, providing a comprehensive CRM solution that enhances productivity and simplifies client management. One of the unique benefits of Streak CRM is its ability to automate repetitive tasks, such as email tracking and mail merge, allowing users to focus on high-value activities. The tool's intuitive interface and robust feature set make it an ideal choice for businesses of all sizes, especially those already leveraging Gmail. To provide a more in-depth understanding, here are 8 key features that make Streak CRM an indispensable asset for sales and marketing professionals:

Editor’s Rate 2.90

out of 5

Seamless Gmail Integration

Streak CRM is well-integrated with Gmail, allowing users to manage their CRM tasks directly from their inbox. This feature ensures that all email interactions are tracked and organized effortlessly, enhancing productivity and reducing the need to switch between multiple platforms.

Email Tracking and Read Receipts

Streak provides email tracking and read receipts, which notify users when an email is opened. This feature helps in follow-up and closing deals by ensuring that messages are not overlooked.

Mail Merge Functionality

The mail merge feature in Streak allows users to send personalized emails to multiple recipients simultaneously. This tool is particularly useful for mass emailing campaigns and streamlines the process of communicating with a large number of contacts.

Customizable Pipelines

Users can create and customize pipelines according to their specific sales approaches. This flexibility helps in managing different stages of the sales process, making it easier to visualize and manage lead pipelines.

Task and Asset Management

Streak offers robust task and asset management tools. Users can easily manage meeting notes, call logs, and file attachments, ensuring that all relevant information is organized and easily accessible.

Direct Mail and Email Templates

The direct mail feature allows users to send emails to multiple recipients with ease, while email templates provide a professional and consistent look for all communications. These tools save time and effort in email management.

User-Friendly Interface

Streak’s interface is clean and intuitive, making it easy for users to navigate and use. The visual pipeline management and simple setup process contribute to its user-friendly nature, reducing the learning curve for new users.

Advanced Workflow Automation

While the free version has limited automation capabilities, paid plans offer advanced features like Zapier integrations and webhook APIs. These tools enable users to automate repetitive tasks, enhancing efficiency and reducing manual workloads.

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Pros
  • Seamless integration with Gmail, enhancing email organization and efficiency
  • User-friendly interface and intuitive design, making it easy to set up and use
  • Powerful email tools such as mail merge, send later, and thread splitter
  • Customizable pipelines adaptable to specific sales approaches and channels
  • Excellent customer service with email support available in paid plans, although some users experience slow response times
Cons
  • Limited free version features such as no shared pipelines and limited mail merges (500 contacts, 50 mail merges)
  • Email tracking can be incorrect, providing wrong information about email views
  • Complicated email follow-up process due to losing conversation history when replying from Streak
  • No external integrations in the basic version, requiring a paid subscription for advanced features
  • Potential high cost for premium plans, with some users feeling the price jump is unwarranted

Pricing

Streak CRM offers a free plan with limited features and paid plans starting at $49/user/month for teams. The paid plans include additional features such as mail merge, shared pipelines, and advanced reports. Annual billing provides a 20% discount. The Enterprise plan is available for 10 or more team members and includes custom roles, data validation, and priority support.

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TL;DR

Because you have little time, here's the mega short summary of this tool.

Streak CRM is a powerful, Gmail-integrated CRM tool that offers seamless email tracking, customizable pipelines, and robust mail merge capabilities, making it an essential tool for managing sales and customer relationships. However, its effectiveness is marred by potential issues like high spam rates and variable customer support, particularly for free plan users.

FAQ

What are the main features of Streak CRM?

Streak CRM offers a variety of features, including the Streak inbox, which integrates with Gmail for email tracking and templates. It also includes mail merge, task management, asset management, thread splitter, send later, project management, and business development tools. Additionally, it supports integrations with other tools and services.

Is Streak CRM free to use?

Streak CRM offers a free version with basic features like 500 contacts, 50 mail merges, and email tracking. However, the free version lacks shared pipelines, making it less suitable for teams. Paid plans, such as the Solo plan, offer more features and support.

How does Streak CRM integrate with Gmail?

Streak CRM seamlessly integrates with Gmail, allowing users to manage their CRM data directly from their inbox. It automates the sorting of contact information from email threads and provides email tracking features to notify users when an email is opened.

What are the benefits of using Streak CRM for small businesses?

Streak CRM is beneficial for small businesses due to its ease of use, visual pipeline management, and integration with Gmail. It simplifies email follow-up and direct mailings, making it efficient for managing sales pipelines and customer relationships.

What are the potential drawbacks of using Streak CRM?

One of the main drawbacks is the lack of shared pipelines in the free version, which is a limitation for team use. Additionally, users may experience difficulties in replying to emails from Streak without losing conversation history, and the free version has limited features and no personal support.

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