Streak

Pros

What I liked most about Streak is its seamless integration with Gmail, which allows me to manage my CRM tasks directly from my inbox. The bulk email sending and contact management features have been particularly beneficial in organizing my communication and improving workflow efficiency.

Cons

The recent changes in pricing have been disappointing, as features that were previously available for free are now behind a paywall. As a long-term user, I feel that access to these features should have been maintained to encourage continued use and recommendations.

Pros

It's in gmail and that is HUGE! No two screens, we find it to allow us to stay much more organized and it's very pretty to look at.

Cons

Development has slowed down or stopped in the past five years. With all the AI being integrated into systems today, Streak is behind the line. Customer service only responds in two weeks, with a response yet often not a workaround, just a no, and they only have an email, so that is awesome as well.

Pros

I like how Streak always notifies me every time someone opens my email. It greatly helped me with tracking.

Cons

I don't think the location is always accurate and making my own Streak dashboard can be complicated.

Pros

Streak integrates very well with Google and it helps to keep my pipeline nice and clean.

Cons

Sometimes, it loads up a little bit slower than I would like

Pros

As a solopreneur it's frustrating to feel like I'm paying for a lot of features that might be nice if I had a large team but are not needed for myself alone. Streak still gives me A LOT without making me pay for more than I need.

Cons

I would definitely like it is the android app was more feature rich like the desktop app.

Pros

I like the ease of setting up streak on new Gmail accounts. The fact that it is within your email and you do not need to leave, is probably the reason why so many people use it. It is perfect for anyone who is starting to use a CRM that needs to be customised to their needs.

Cons

The Mail Merge (the equivalent of an email drip) is not the best when it comes to formatting and creating good quality emails for your database.

Pros

It has easy features that allows anyone with no prior knowledge or skills managing crm activities.

Cons

I have to say that I am very pleased at the moment

Pros

Streak is an amazing tool for email organization and is highly effective for lead sorting, which our associates found most useful. Its standout features include automating tasks like email sharing, lead management, organizing emails by workflow, mass email customization, saving email templates, and more!

Cons

I did not notice any significant cons. The only suggestion I have is that they might want to try and adjust the formatting to make it more visually appealing.

Pros

That it was attached in your email account

Cons

Unable to export information, not user friendly

Pros

Excellent tool for developing Gmail-integrated pipelines for any purpose.

Cons

Pretty pricey for our situation. If it were slightly less expensive we could have been loyal.

Pros

The ease to add and track leads within your pipeline is great! You can easily and quickly update your contacts! The email reminders are great as well!

Cons

I wish that when you enter a follow up date on the main screen it would automatically set the email reminder instead of going into the contact. (However this could be a user error)

Pros

I was introduced to this product at work and used it in conjunction with Asana. The fact that this is connected directly to my Gmail account was the best thing ever since I primarily work with Google products. I now use this add-on for my own company.

Cons

I couldn't link one email to more than one contact.

Pros

I appreciated how simple the interface is, as well as Streak's commitment to assisting teams in streamlining their workflow and becoming more productive. It's also very easy to use, with a simple interface and helpful tutorials to get you up and running quickly. It's also a big plus if you're able to quickly customize pipelines, manage tasks, and collaborate with coworkers. Finally, I like how Streak integrates with other well-known tools like Gmail, Google Drive, and Slack.

Cons

The lack of customization options is my least favorite aspect of Streak. The platform's ability to customize to specific needs and workflows is limited, making it difficult to manage complex data sets and processes.

Pros

Masterful integration with Google's core productivity products (Gmail, G-Cal, G-Contacts, G-Meet, etc.). I wanted a CRM that increased efficiencies AND reduced redundancies, eliminated multiple software subscriptions, and existed WITHIN gmail. Streak achieves all of this (and—believe me—so much more) with flying colours. Not to detract from the many superior features of Streak, but I wish to use the following example to illustrate how exceptional Streak's value offering is. Whatever software you currently use to create snippets (AKA: email templates), if it's robust, your annual cost is likely a significant percentage of what you'd pay for Streak. Yet, Streak's snippet feature is far and away better than every similar snippet software I've ever used (and I've used the top 5 [in terms of largest user base]). While snippets are but a footnote feature amongst Streak's suite of sophisticated features, my point is that snippets alone are worth the value of a Streak account. Oh, that's right! The snippets are included in the free package. That's another point. Streak's free tier is so good that I'm sure many users/reviewers have little need for the paid plans if they run a solo operation. Just know this, though. Streak is the good stuff. If your business needs grow, so will your Streak consumption. Thankfully, Streak's paid plans are phenomenally competitive... dare I say, generous. Streak's ongoing maintenance, enhancements and customer services are golden.

Cons

The guilt I feel, for how little I pay, to use such a refreshingly functional CRM.

Pros

I've been in the recruiting field for more than two years now, and it has been a bottleneck for me sending emails outside of our candidate database. I usually do this whenever I need to update the candidates regarding next steps, and also if they have been turned down by the client after our presentation call with them.

What I usually do before is to send each candidate an email even if the context is just the same. This dilemma has been resolved by Streak! I was able to maintain the personal connection atmosphere with my candidates with the use of just a few seconds. All you need to do is to put the details of the candidate plus any personalized matter you want to add in the email context on a csv comma delimited excel sheet.

One more good thing about Streak is that you can schedule when an email should be sent. You can also monitor the acceptance and the open rate of your emails via Streak. Truly, Streak is the best platform for sending and email management.

Cons

I really don't have negative experience with Streak! I really love how the platform helped me do my job responsibilities without compromising human touch. Maybe this message is a sort of recommendation. I hope they can upgrade their system so that they too will upgrade to an applicant tracking system. If that time come, I will propose this to our company since I know Streak will help us in driving great ROI, and client engagements.

Pros

I'd never really thought of using CRM software before, as I'm not the typical target audience for that kind of product , yet ended up installing Streak for the extra tools in Gmail.

After installing and playing around with it a little, I suddenly found I WAS using the CRM features, albeit in a probably unintended way, to manage pretty much all my work. The fact you can completely customise pipelines, very easily, makes it easy to make it fit what you're doing.

I ended up using it not just for snoozing emails but as a task tracker, creating stages for who tasks were waiting for responses from (completely ignoring the built in "Assigned To" section since I was the only person using it at that point), which were blocked and which were complete.

You aren't limited to using only one pipeline for a single purpose, so you can use it in several different ways.

I thought manually adding conversations to boxes would be slow and unworkable, but it really isn't. Add the notes and magic columns and it's REALLY an improvement on Gmail for any emails you're actually at all interested in.

The separate naming of boxes from email subjects also makes it easy to find repetitive problems - if the autocomplete when entering a box name comes up with the same thing you're typing, you probably have had that problem before and if you used the Notes feature to record how you solved it, it saves you trying to recreate what you did months back.

Cons

None of these are really serious, just "things to improve":

- You can't have emails in multiple boxes - irritating as you sometimes have conversations covering more than one topic, or changing from one to the other (and thread splitting isn't really applicable if you end up discussing multiple things in a single email)

- No way to merge boxes except deletion and recreation - along with occasional bug preventing already created boxes from being selected (fixed by refresh)

- No easy way to give say a client a way to view a pipeline, except getting them to install it and adding them to the team, which brings up:

- Billing / team structure not really suited to freelancers - all team members must be on same plan so it's an active DIS-incentive to move off the paid version, as if I wanted to share a pipeline with a client they'd have to subscribe at the same level as me, which isn't really feasible for smallish or one-time jobs.

- If you have more than one pipeline the UI is a little fiddly to select which you want - should be big buttons, not single lines of text. This slows down adding to boxes.

Pros

Neatly keeps all emails and attachments related to a client in one place. The Sidebar makes it easy to, at a glance get all the customized information you need when you open an email related to the client.

Cons

The cost. Inability to customize fields for contacts & companies including a photo field. Unable to nest records like an account that has several sub accounts and different contacts for each one and each one having different projects and project tasks for each etc. You cannot choose fields for just contact records, account records, opportunities, projects or tasks without having to create several pipelines for each type of record. If you do create several pipelines for each type of record you are not able to pull fields from one pipeline to have it display in another pipeline. For the price, you can get a full CRM system that can be customized for the way you work. If the price was lower I could give this product a good rating for being a simple CRM to track your emails and attachments related to a contact and track pipeline progress.

Pros

I love that there's an easy way to track who checks messages I've sent out over account emails. In my role, this is an essential piece, and Streak makes it incredibly easy and convenient to track my leads and contacts over time.

Cons

Streak is almost a little *too embedded, as in it's so sleek that you can forget it's even working in the background. Really though, I can't think of much to complain about!

Pros

In a corporate recruitment, we seldom update candidates that they are not a good fit for the role not because we forgot it but because it is tedious to update them one by one.

I discovered Streak, and that bottleneck and bad practice was put to an end in our firm. Streak helped me send 100 turn down emails in a snap. By using a .csv file I was able to tweak the email template I am sending tailor fitted to the addressee, to the role they have applied, and what next steps should they watch out for.

With Streak, I was also able to know as well if the candidate has already opened the message, and it is a good way to establish a relationship to candidates.

Cons

The only thing I don't like about Streak is that since it is a chrome extension, if I am using a new device like laptop or computer, I need to reinstall the chrome extension again. That is understandable since that is a different device.

Pros

A really intuitive introduction to CRM Software. I loved that I could add all different email threads to one "Box" and that I could write notes and reminders connected to that box. Lots of drag and drop features, easy editing, lots of customizing with colours etc so that you can really make it your own

Cons

It seems to be difficult to select multiple emails and add them to a box. If just two boxes it seems fine but often it is a matter of wanting to select 3 or more and for this, it just does not work. Customer service was a bit all over the place too - some replies VERY technical and somewhat abrupt and with lots of different names/contacts.

Pros

I've worked in large hotels that have full and dedicated Catering programs to handle bookings. The hotel I'm working at ran all their banquets using a manual system. Well, I had to change that right away, so I started using everything Google to get a rudimentary system up and running. Then, just by chance, I found Streak CRM in the chrome store and downloaded it. When I had it up and running in Gmail, I noticed they had a pre-defined pipeline for Event Planning. I was sold.
Everything I designed in Google Drive integrates into Streak Boxes. All correspondences to conveners have all the email threads, documents, contracts, and catering details are all right there and handy in each Streak Box View.
The design team for Streak CRM is very active. Since I've been using Streak for the past 2 years, there have been many upgrades and additional tools added to Streak that just makes it all that more powerful.

Cons

Streak integrates nicely with Google Drive or G-Suite, but its integration with Google Calendar could use some improvement - for example, I use a separate calendar for each meeting and banquet rooms for booking. When I create a new box in Streak I can send that information to a Streak Calendar. It would be nice to be able to assign specific calendars to send information to from Streak.

Pros

Streak is like having an assistant perpetually in your gmail with zero cost, when you want to give a better service to your customers, to make them feel like they are your number one priority, you need to answer their emails instantly writing them in the first hour, and respond at the moment , here where this excellent tool helps you, you can schedule the mail out at the time you want, so all your customers will receive your mail first thing in the morning, making them feel like your priority, you can create templates to streamline the response time and knowing the scope it has also serves to know how many people saw it and who could be interested, there are many possibilities of this tool and it depends on your imagination to give it the best possible use, but it is wonderful.

Cons

If you want a complete CRM does not work because it is limited to the area of email, but there are many possibilities and also is free.

Pros

I love the fact that Streak CRM lives within the Gmail client. I love everything Google and use their services and features everyday. Streak lets you leverage everything that is amazing about Google in a very seamless and easy to view format. Streak takes advantage of google platform and now I'm not jumping back and forth between 2 or 3 different data bases.

Cons

There is a learning curve with Streak. It takes times to get used to how they "title" everything and it takes a while to get accustom their "Streak" work flow. It took me longer than I hoped to get up to speed on how Streak works, but I forced myself to get embedded with Streak because of my love for Google. Sometimes there is SO much functionality you can get lost in the details, but if you slow down, you won't have any problems.

Pros

Streak is great because it integrates seamlessly with gmail and g suite. When starting a business, especially one that requires a lot of cold emailing and calling, it's easy to get overwhelmed with the volume of emails and keep track of all current and potential customers. Streak helps you organize your emails and associate them with customers which enables you to see where they are on the conversion timeline, set reminders for follow-ups, and share notes with co-workers about your progress.

Cons

i wish there were more free features with streak. as a start-up, money was tight and if i was able to use more free featured with streak, i would have kept with it and when i was able to pay more for more features, it would have been so integrated into my business that i wouldn't have had a choice but to switch to a paid plan.

Pros

Streak lives as a CRM add-on to my Google mail account.I use Gmail as my personal email ,and it thus makes sense to have my streak within reach for everytime I am live on my Gmail account.Allowing me measure the workflow of my team from start to finish right from my Gmail.
In all , Streak keeps my team better organized ,and makes it appear simple managing email at scale.

Cons

Unintuitive updates are a big setback for Streak.However I will think it just makes common sense ,if we can have Streak integrate with other email providers apart from Gmail .Not everyone is obliged to have a gmail account.

Pros

I love that Streak integrates seamlessly into my Gmail inbox. I always keep a tab open for Gmail on my desktop so my CRM is readily available. Streak is so easy to setup and works great for organizing both my personal and professional life. I use Streak to setup pipelines for managing hundreds of contacts across different functions such as sales, affiliate partnerships, vendors, and more. The contact management aspect is highly customizable to capture as much info as needed and the paid plans scale to fit my growing needs.

Cons

I wish the free plan allowed more features and flexibility. This would have been particularly useful when my number of boxes / contacts were growing and I needed to test shared / collaborative features more thoroughly for onboarding early hires.

Pros

It gives a complete trail of interaction with the sent email, which was very helpful when I was in Sales and wanted to track how interested different potential clients could be

Cons

CRM was a bit tricky so maybe that can be made easier to work for a newbie

Pros

On the business, the email tracking is very important. To know it the clients reads your email is everything

Cons

For now everything is working for me, simple and productive

Pros

Streak makes it easy to have a database of contacts.

Cons

Confusing options, frustrating functionality at times. Cloud based, so not always available when outages happen.

Pros

I enjoy and prefer to use Streak in my email campaigns for monitoring email deliveries and opens.

Cons

There are no negatives that I can think of at this time.

Pros

Very compatible with Google and organising responses

Cons

It was not compatible with other systems too easily

Pros

It was easy to implement into Google Workspace, they don't hassle you with upsells. The email UI was user-friendly & intuitive. They also had a Chrome extension.

Cons

I can't think of anything major. I think they could have more tutorials, but I was able to seek those through social media.

Alternatives Considered

Reasons for Choosing Streak

Switched From

Pros

Super easy to you and allowed us to manage hundreds of email conversations ensuring that we were staying on top of them all

Cons

Wish it connected with Outlook, instead of just Google.

Pros

Works really well inside of Gmail and also has it's own mobile app which is a huge bonus (similar apps work only in desktop web interface). Have had great results from the mail merge followup function, but often forgt to track Leads and Projects consistently.

Cons

Only real frustration is that there's no native reminder for tasks and follow-ups other than an email... and the main reason for using it is so that I can see things without relying just on email.

Pros

Streak was very helpful when just starting out. It was a good way to track emails and the people that were emailed and what the status was.

Cons

For my usage it was limited as we grew so we moved to proper CRM

Pros

I've used Streak for a few years now, and I've found it to be a very helpful tool for managing my email and sales pipeline. I like that it's integrated directly into Gmail, so I don't have to switch between different applications. I also appreciate the various features that Streak offers, such as email tracking, templates, and sequences. These features have helped me to stay organized and to improve my sales performance.Overall, I'm very happy with Streak. It's a powerful tool that can help you to be more productive and to close more deals

Cons

Easy to useIntegrated with GmailPowerful features, such as email tracking, templates, and sequencesAffordable

Pros

The visualization are great! I do like how easy it is to tag emails retroactively.

Cons

I don't like how it seems so disorganized. I wish boxes were easier to organize and you could associate a child org with te primary org.

Pros

Streak seamlessly integrates with Gmail, letting users manage sales and customer communication in their inbox. Its drag-and-drop pipeline is customizable, perfect for unique sales processes. The collaboration features enable sharing and tracking of pipelines, contacts, and tasks among team members, promoting teamwork and efficient customer relationship management.

Cons

It doesn't have some of the advanced features found in more comprehensive CRMs, such as marketing automation and customer service tools. But still, a great and beneficial platform to use.

Pros

I like the fact that it seamlessly integrates with Gmail and works like a powerful plugin to software that I use anyway.

Cons

Lack of serious reporting is a downside. The support should be more responsive as well.

Pros

Users may manage customer interactions, sales processes, and other enterprise-related data on a single platform.

Cons

The program would often take a while to load, and the team had trouble accessing Streak. Additionally, I was consistently asked to install Streak on all accounts, despite only having access to one.

Pros

Accuracy of tracked emails and the timings. Timely notifications when receiver views the email provides the ease to track and report data.

Cons

It gets log out automatically sometimes. That makes it a bit difficult to log in again and use the platform.

Pros

Streak is awesome and the best in class for email integrated CRM, particularly small businesses that work on gmail. It has a clean excel like interface & they developed an App and gave it in free version very early on.

It is something every self employed must use and can use. It is a no brainer, goto CRM, compared to all other CRMs out there. We evaluated many CRMs 10 years back, when we first started with Streak.

Cons

For a small company to get onto the paid version, the starting plan is a little expensive for small team. They should make it cheap for upto 3 employees, so a lot more small companies can afford it.

They limit upto 50 boxes for leads on free version, that is a little too less, because not all leads are able to convert. With a little ads, you actually get a lot of leads, so a minute of 100 leads should be allowed.

Also on the free plan, they don't allow you to share the pipeline with someone above 50 leads, they should allow to share with tleast 1 employee so that it doesn't cripple a small biz and they dont' go hunting for a new crm.

Streak doesn't have good videos to boot-up a new customer quickly.

Pros

Streak allows me the flexibility to manipulate my data the way I want to without going from module to module. The integration with my email is the icing on the cake! The ability to access all my data from one location saves time and time is money!

Cons

There is not much that I don't like but their is one option that is a thorn in my side. Since they integrate with Gmail and I have been told that they cannot do anything about this, oh well. It is recommended to turn on CONVERSATION VIEW in Gmail. I will never do this. Every day, my emails are linked to multiple people and what a disaster it is to keep those emails straight. I cannot pull up sent emails because of that and I'm hoping that someday, there will be a fix.

Pros

As a part-time resume editor, and a full-time workforce planner, I need to email a lot of clients. Emailing them takes so much time even if the emails are just the same, and I just need to edit one or two words in the message I will be sending them. Before, it took me a great deal of time wasted doing it one by one, but because of Streak, it made it easy for me now!

I can now email 100 people in just one click and one email template, but you will not sound robotic because it lets you modify some variables you want to populate by just editing it in one .csv excel file!

Streak also helped me keep track of my senders. It provides me the information if the person I sent the email already opened the message once or twice. This helps me to know whom to follow up or whom I need to call because they haven't opened my email which saves so much time for me!

Cons

I am using a work email powered by Gmail, and sometimes whenever I clear my cookies and cache, the Streak extension crashes and I need to rerun it. If I am using a different computer, I need to rerun it too again. It is not that time consuming, but I hope they can find solution to that so that it will be sync on all computers that I am using and only needs me to run it once per device.

Pros

It's definitely handy that streak is integrated with gmail. You don't have to log into a separate CRM and toggle back and forth between your email and the CRM. It is easy to create leads, sort them by status, and keep track of several contacts. I also really like the email tracking feature - it shows you a history of when the people you have emailed have opened the email you sent on the side. This helps to know if they ever received your email or if they have looked at it multiple times etc. The other handy tool I use a lot is the "snippet" tool where you can save an email template to use and you have the option to keep it private for yourself or you can share it with those in your gmail organization so they can use the template or "snippet" as well.

Cons

There are a few annoying things abut using the software that aren't deal breakers but certainly seem like they missed the mark a couple of times. For example, you have to continue to manually sort contacts into categories that are obvious. They have a "contacted" category. So you click the lead, click email, send an email from a template you've saved, all within the software and then you have to go back and manually click that you contacted them. It seems like they should move that to the contacted category for you since you emailed the contact within the software. I've accidentally emailed a couple people twice because I forgot to click move to contacted and then sent them an email again later. Again, I'm using the free version so I can't really complain about these issues but there are a few things like this that seem obvious to me that they haven't implemented.
I am using the free version so I do not have full access to all of the features so maybe some of these things are fixed in the paid version? In the free version you also run out of space pretty fast. You can only store 50 contacts at a time and then you have to delete them to make more room which can be a pain and sort negates the usefulness of tracking the leads or contacts in categories.

Pros

It was a great lightweight tool for the beginning of our start-up, and managed to grow a little with our team. Works really well with Gmail.

Cons

Streak charges as though it's a fully-fledged CRM, but it is JUST a Gmail plugin; with huge platform risk should Google decide to stop supporting it. On top of this, they jacked up their pricing – not just for new seats, which would be fair – but for existing seats for very loyal customers; a cynical cash grab. We're talking a 34% increase. Just disgusting. Going back and forth with the FOUNDER, he still couldn't understand our point of view. We have now reduced our spend as much as possible ahead of moving away from them to an alternative platform without the Gmail plugin risks. If I were Streak, I'd be selling ASAP before the whole company tanks. Please think about the above before going with Streak, they have no loyalty, nor should their customers.

Alternatives Considered

Reasons for Switching to Streak

Pros

It's very difficult to get any tool for free and streak does it with no strings attached. Now you can easily track emails and send attachments via streak. Best part of streak being you can integrate it with gmail and easily classify them.
The eye icon is exciting and turns green when a person has opened his or her email. I like the fact you can categoris data.

Cons

It occupies entire Gmail. UI can be a bit better.
Like I need to scroll to see how many opens have been made by clicking the eye icon.
No other cons so far.

Alternatives Considered

Reasons for Choosing Streak

Switched From

Reasons for Switching to Streak

Pros

It's flexibility. I have used Streak in many varied (CRM type mostly) ways and have been able to mould Streak to deliver what we needed. As it resides within Google Workspace it's one less app for the team to deal with and training time is reduced. The email snippets (templates) are super helpful.

Cons

It takes quite an investment in time to set up for your business - but it is worth it.

Alternatives Considered

Reasons for Switching to Streak

Pros

It sits right there, in your Gmail inbox, ready to spring into action when you need it. Streak is an ingenious way to deal with CRM and is easy to remember to deal with, as your email is always open anyway. No need to switch tabs or use multiple different solutions for one task.

Cons

There were a few issues I found with Streak. Sometimes it takes ages to load and when I'm trying to follow up on an email, write a note for my team, and have three more tasks sitting in my head, the last thing I need is for my CRM to freeze out for 30 seconds. The other thing I noticed is that, every time I would load any other email address in the same browser, Streak would send me a notification that it should be enabled. It would be great if the Chrome extension would recognize which email address is open and not bother me when it is not the one that it should be managing.

Pros

I love that Streak is part of my emails. You don't have to go to a seperate website and login and copy and paste things between the 2 systems. Everything is there in the same window as your Google Workspace emails.

Cons

It takes a little time to get to know the system and see how it will work for you. I see now that they more video tutorials and that has helped tremendously.

Alternatives Considered

Reasons for Choosing Streak

Switched From

Reasons for Switching to Streak