Streak CRM is designed as a lightweight, efficient, and easy transition away from decentralized sales process management solutions while using Gmail as the “base of operations” for all your CRM needs.
Visit Streak CRM
Engineered from top to bottom to integrate directly with Gmail, and designed to work alongside G Suite (now Google Workspace) applications, Streak was established by a former Google product engineer in 2011 and has quickly established itself as one of the hottest up and coming CRM solutions on the market today.
How Streak CRM Works?
When you first start off, Streak might be a little difficult to manage. However, it has an appealing appearance and is simple to use once you become acquainted with it. I’ll walk you through the steps you need to do to get started with Streak.
To provide a comprehensive CRM, Streak uses a combination of pipelines, stages, columns, and boxes. Before we begin the setup procedure, here’s a quick rundown of each.
- Pipelines: any process or workflow that consists of multiple steps.
- Stages: the individual steps or milestones that make up a pipeline.
- Boxes: where all information about your leads, customers, applicants, or contacts are stored. Boxes move through the various stages of your pipeline.
- Columns: the layout of information that you want to collect and store within a box.
Streak CRM Features
The CRM has capabilities for sales, customer service, and project management. It is also a popular platform for real estate agents.
1. Sales Features
When it comes to using new tools, salespeople have historically low adoption rates. This gives Streak a big advantage because utilizing the CRM is as simple as opening an email. The system takes data automatically, establishing contacts directly from your inbox. It can supplement the client record with details such as deal stages, related tasks, and appointments.
Every detail about your clientele is shown in Gmail’s sidebar. Streak CRM even keeps track of which emails are opened. You get a turbo-charged inbox without having to do much manual work.
Streak also provides a variety of configurable pipelines. Filters allow you to organize and see information according to your priorities, such as deal value, risk of closure, and more.
The group email tool allows sales teams to collaborate. Other departments’ data is also synced to the client record. For example, you may see that they have phoned customer service and reviewed the entire conversation-critical information before attempting an upsell.
2. Contact Management
Streak is a lightweight CRM system, but it still includes a comprehensive contact management package. Contact records comprise, of course, contact information, as well as notes, interaction history, documents, associated tasks, pipelines, and other information. When you open an email, every customer detail is at your fingertips, providing you with the context you require. There’s also a native dialer, so you can make calls right from Gmail.
Email: Streak is integrated into your Gmail account. As a result, it comes with a plethora of functions for organizing your email. If you subscribe to the Pro or higher plan, you will have access to a team email tool. It automatically shares client details and contact history with the team, allowing you to pick up where they left off.
Have you ever wasted time searching through an unending email chain? Streak includes a thread-spitting function that allows you to divide email threads when you jump between topics.
There are also a number of time-saving tools available, such as tailored mail merges and snippets. Snippets are email templates that you can make from your most often and successfully sent emails. Emails can be scheduled to be sent at a certain time.
Users are split on Streak’s reporting features. You may use their built-in templates to generate easy, compelling sales and pipeline reports, such as:
- Total value in the pipeline
- Value in the pipeline over time
- Value by sales rep
- Close rates
- Total interactions
You can use drag-and-drop tools to edit the reports and merge them into one. However, if you require a more precise picture of your sales data, Streak may fall short.
4. Project Management
Having built-in project management is a huge time saver. It also avoids a common issue with project management software–email integration. Streak allows you to manage projects from within Gmail. It also connects with the entire Google Workspace toolset, allowing you to easily link your calendar, chat, docs, sheets, forms, and sites.
Streak enables you to interact across teams and departments by sharing communications and tasks. It also keeps track of everything that moves, such as customer orders, new hires, tasks, deadlines, and pipelines.
Streak CRM for Real Estate
While the CRM may be tailored to a variety of industries, it is especially well-suited to real estate professionals. You can do all of your real estate transactions via email. You can also manage your business from your pocket if you use the mobile version. When you return to the office, you won’t have to cut and paste notes and numbers.
Streak allows you to refresh the record in real-time. It’s a huge help in an industry when you’re juggling several clients, deals, and pipelines. You can also quickly compute commissions for individual properties or for all prospective commissions.
Customization and Usability
The Streak platform is solely based on Gmail and appears to be a sophisticated spreadsheet. When you open an email, you can see both your pipeline and processes. Because you don’t have to switch between windows and logins, this saves users a lot of time.
Streak CRM is designed to support sales, customer service, and project management teams. It can, however, be fully modified to your specific business scenario. The pipelines are completely customizable, allowing you to design your own stages and fields. Colors, custom fields, and stages can also be used to personalize project management and workflows to your business operations.
Streak’s pricing is divided into a free plan and three paid options. Monthly fees start at $15 per user, per month, billed annually (or $19 per user, per month, billed monthly). The differences between the plans include the limits to pipeline data and daily bulk email, the level of customer support, and access to advanced CRM features and integrations. You may sign up for a 14-day free trial for the Pro plan.
Streak’s Free plan allows you to access basic CRM features like tasks, custom fields, file attachments, data import and export, call logs, and notes. It also comes with email tools, such as tracking, templates, and bulk sending. Streak’s pricing is divided into three paid versions and a free plan. Monthly rates begin at $15 per user per month when billed annually (or $19 per user per month when billed monthly). The options differ in terms of pipeline data and daily mass email restrictions, customer support, and access to advanced CRM tools and connectors. The Pro package is available for a 14-day free trial.
The Free plan for Streak gives you access to basic CRM tools including tasks, custom fields, file attachments, data import and export, call logs, and notes. It also includes email utilities like tracking, templates, and bulk sending.
The Solo plan outperforms the Free plan in terms of the amount of CRM data that can be created and the number of emails that can be sent per day. It is also the first layer that provides email support.
The Pro plan, unlike the lower tiers, allows you to add an infinite amount of rows of data to your pipeline. It also provides extensive CRM capabilities like richer contact data, team email sharing, reporting, and native dialer support. Furthermore, you can use Zapier to combine your CRM with third-party apps and regulate who has access to your data.
You may customize data validation and data access controls using Streak’s Enterprise plan. It also includes extras like bespoke billing methods and access to priority support.
Stream CRM Review Verdict
Streak provides Gmail users with a straightforward CRM solution that includes robust email tracking and collaboration options. It is an excellent choice for individual users and small enterprises looking for a low-cost CRM solution that connects with Google Workspace apps. Sign up for a 14-day free trial or begin with Streak’s Free plan to discover how it works for you.