Streak CRM Review: Our Verdict
Streak CRM transforms the way you manage your business directly within Gmail. You don’t need to juggle multiple tools because Streak seamlessly integrates with your inbox, allowing you to track leads, manage customer relationships, and oversee tasks without ever leaving your email.
You find it powerful yet simple, with features like pipeline management, where you can visualize every stage of your sales process, and custom workflows that you can tailor to match your unique business needs.
You also gain access to advanced email tools like tracking, which lets you know exactly when a client opens your email, and mail merge, enabling you to send personalized emails in bulk.
Streak CRM’s mobile app ensures you stay connected on the go, with your data synced across all devices. Whether you’re in sales, support, or project management, Streak adapts to your workflow, making your processes more efficient.
The best part? You manage everything without switching tabs, keeping your focus where it matters most. Streak CRM isn’t just a tool—it’s an essential part of how you drive success in today’s fast-paced world.
Streak
Corporate Headquarters: 160 Pine St 250 San Francisco, California 94111 United States
Phone Number: +1-312-420-4956
Website: www.streak.com
Pros
Your business needs Streak CRM because of its:
- Simple Gmail integration
- Customizable workflows and pipelines
- Efficient email tracking features
- Accessible mobile app
- Streamlined user experience
- Flexibility for various industries
- Free trial available
Cons
Take note of the following before you sign up on Streak:
- Limited to Gmail users
- Less suitable for large teams with complex needs
- Unavailable standalone desktop app
- Limited advanced automation options
- Multi-currency support is not available
1. Streak CRM Review: Who Streak CRM Is Best For
Streak CRM is best for:
- Small sales teams needing simplicity
- Busy startups managing rapid growth
- Organized project management firms
- Active real estate agencies using Gmail
- Efficient customer support teams
- Agile recruiting agencies needing customization
- Streamlined content creation teams
- Nimble freelancers managing clients
- Adaptive non-profit organizations
- Mobile sales teams on-the-go
- Flexible small business owners
- Collaborative marketing teams using email
2. Streak CRM Review: Who Streak CRM Isn’t Right For
Streak CRM may not be best for:
- Specific organizations needing comprehensive offline access capabilities
- Data-driven organizations needing advanced analytics
- Complex project management teams
- Global companies requiring multilingual support
- Certain organizations without Gmail reliance
- Security-focused companies requiring deep encryption standards
- Large sales teams requiring advanced forecasting tools
- Unique enterprises with complex sales cycles and processes
- Project management-heavy firms needing integrated task tracking
- Service-based businesses needing specialized CRM modules
3. Streak CRM Review: What Streak CRM Offers
Streak CRM offers you flexible pricing plans tailored to fit your business needs. Whether you’re a small team or an enterprise, you find a plan that aligns with your requirements:
- PRO Plan: If you’re looking for a complete CRM solution that scales with your business, Streak CRM’s PRO plan at $59 per user per month offers you everything you need. You gain access to advanced CRM features, 1,500 mail merges, and shared pipelines, ensuring seamless collaboration across your team, no matter its size.
- PRO+ Plan: Streak CRM’s PRO+ plan, priced at $89 per user per month, is ideal for sophisticated teams like yours that demand automation and detailed reporting. You benefit from advanced reports, automations, integrations, and even AI Co-Pilot. You can also archive users, making it perfect for managing dynamic teams.
- ENTERPRISE Plan: Does your business require custom roles and strict data validation? The ENTERPRISE plan from Streak CRM, at $159 per user per month, meets your needs. You enjoy custom roles, robust data validation, and priority support, ensuring your operations are both secure and efficient as you scale.
4. Streak CRM Review: Streak CRM Details
PRO Plan
Streak CRM’s PRO plan is designed to give your business a robust set of tools for tracking and managing processes like sales, hiring, and deal flow. With private pipelines, you control your workflow, keeping everything organized while tracking unlimited boxes—your data items moving through the pipeline.
Its shared pipelines ensure your entire team stays informed, fostering collaboration. You have access to unlimited contacts and organizations, with the ability to share these contacts and their email histories across your team.
Email tracking allows you to see when your emails are opened, and with link tracking, you know when links are clicked. The snippet feature lets you create reusable email templates, saving time and ensuring consistency.
Basic reporting features give you insights into your operations, while permissions enable you to control who has view and edit access. Streak CRM’s deep integration with Google Workspace means you can connect seamlessly with Gmail, Calendar, Drive, Sheets, and Chat.
You also benefit from mobile access on iOS and Android, allowing you to manage tasks on the go. With onboarding and training, Streak CRM helps set up your pipelines, import data, and train your team, ensuring a smooth transition. The plan includes core CRM features like task management, reminders, custom columns, search, file attachments, and more.
PRO+ Plan
Check out Streak CRM’s PRO+ plan, it is perfect for sophisticated teams like yours that require advanced features and automation. The standout feature is the AI Co-Pilot, which automates tasks by summarizing deals, answering questions about deals, and autofilling deal data, saving you time and reducing errors.
You also get access to Zapier, connecting Streak to over 5,000 apps, streamlining your workflows even further. The plan includes direct integrations with third-party tools such as Calendly, Google Forms, Typeform, and Slack, or with your internal systems, enhancing your ability to connect different platforms.
The Webhook API allows for seamless integration with your internal systems, giving you more flexibility and control. Automations let you set rules to automatically create tasks, comments, and boxes or add mail merge recipients, boosting your team’s efficiency.
The advanced reporting tools in the PRO+ Plan enable you to analyze your pipelines deeply, uncovering key insights that drive smarter business decisions. Additionally, the archived users feature allows you to retain the email history of former employees without the cost of additional licenses.
Enterprise Plan
If your business requires a higher level of control and customization, the Enterprise plan from Streak CRM offers you everything you need to manage complex processes. You gain data validation features that ensure consistency and accuracy across your pipeline, critical for maintaining high standards.
The plan also provides world-class support, with dedicated assistance to help you set up your team and ensure everything runs smoothly from the start. You also get custom permissions, allowing you to control who can view and edit different parts of your CRM, tailored to your organizational structure.
The advanced implementation includes personalized 1:1 sessions to help you set up automations and Zapier integrations, making sure your team’s workflows are optimized. Streak CRM also offers you custom billing options in the Enterprise plan, accommodating various payment methods and enabling you to pay for multiple teams on custom terms, ideal for large, complex organizations.
To enhance security, the plan includes security questionnaires, providing written responses to custom security-related inquiries, which is particularly useful for industries with strict compliance requirements. This plan is designed to give your business the flexibility, security, and support it needs to thrive at scale.
5. Streak CRM Review: Where Streak CRM Stands Out
Intuitive Email Integration
With seamless email integration, Streak CRM allows you to manage customer interactions directly within Gmail. You track conversations, set reminders, and organize emails into pipelines effortlessly. This integration keeps you productive and organized, enhancing your efficiency without needing to switch between applications.
Flexible Workflow Customization
The flexibility of workflow customization in Streak CRM lets you tailor pipelines, fields, and stages to your specific business needs. You create a system that perfectly fits your processes, ensuring Streak CRM adapts to your operations. This feature enables you to optimize workflows and improve efficiency.
Seamless Collaboration Tools
Effective team collaboration is a key feature of Streak CRM. You and your team share pipelines and stay aligned with real-time updates and visibility into each other’s progress. This collaborative environment ensures that everyone remains on the same page, enhancing teamwork and productivity.
Convenient Payment Options
Be aware that Streak CRM accepts major credit cards including MasterCard, Discover, Visa, JCB, American Express, and Diners Club. This range of payment options ensures you can choose the method that suits you best.
Comprehensive Data Enrichment
Streak CRM’s data enrichment automatically gathers additional information about your contacts from the web. You benefit from enhanced contact data, including social profiles and job titles, which helps you build stronger relationships and gain deeper insights into your customers.
Easy Trial Setup
You can start using Streak CRM in just 30 seconds with a free trial. This quick setup allows you to explore the platform’s features and see how it fits your needs before you commit to a subscription.
Attractive Annual Payment Discount
Choosing an annual payment plan with Streak CRM provides you with a significant 20% discount on any plan. This cost-saving option makes it more affordable to access premium features and ensures you receive full value from your subscription while managing your budget effectively.
6. Streak CRM Review: Where Streak CRM Falls Short
Limited Payment Flexibility
Streak CRM offers you limited payment options, especially if your business seeks bank wire transfers, which are only available on the yearly Enterprise plan. If you rely on PayPal for transactions, you’ll face a hurdle since Streak CRM does not accept it as a payment method, limiting your flexibility.
Lack of View-Only Access Plans
If your team requires view-only access, Streak CRM does not provide special pricing for such users. You still need to pay for full access even if some team members only need to view data. This lack of flexibility can result in unnecessary costs for your organization.
Restricted Mail Merge Capacity
You’ll find the mail merge feature in Streak CRM restrictive if you’re using a standard Gmail account. With a daily limit of 400 emails across all paid plans, this limitation can hinder large-scale email campaigns, making it less effective for high-volume outreach.
Uniform Team Plan Requirement
Streak CRM requires all your team members to be on the same subscription plan. This uniformity means you can’t mix and match plans based on individual needs or roles, potentially leading to higher costs if all users don’t require the same level of access or features.
Currency Limitations
All Streak CRM prices are listed in USD, which can be a drawback if you operate outside the United States. If you use a non-US credit or debit card, you’ll be charged in USD, possibly incurring additional currency conversion fees, affecting your overall cost management.
7. Streak CRM Review: Alternatives to Streak CRM
Freshsales
You get more value with Freshsales due to its built-in AI-powered features like lead scoring and email tracking, which give you an edge in sales automation. Unlike Streak CRM, Freshsales offers you more advanced workflow automation, helping you streamline your sales processes more effectively.
Monday Sales CRM
Monday Sales CRM may be a stronger choice for team collaboration and project management. It combines CRM with project tracking tools, allowing you to manage tasks, timelines, and sales pipelines all in one platform—something Streak CRM doesn’t offer as seamlessly.
Salesforce Essentials
Gain access to a powerful, scalable CRM platform with Salesforce Essentials, designed for your small business that requires advanced customization and automation capabilities. Compared to Streak CRM, Salesforce provides deeper analytics, more third-party integrations, and stronger support for your growing business.
Pipedrive
Opt for Pipedrive because of its focus on pipeline management and sales automation. It offers you a more intuitive interface, built-in automation, and advanced reporting tools, making it a more streamlined and efficient option for your sales processes than Streak CRM.
8. Streak CRM Review: Customer Reviews
Streak CRM generally receives a favorable star rating, often landing between 4 and 4.5 out of 5. Users commend the seamless integration with Gmail and Google Workspace, highlighting how it makes managing emails, pipelines, and tasks convenient within the familiar environment.
Positive feedback often points to the platform’s simplicity, ease of use, and strong collaborative features like shared pipelines and contact management. However, some users express concerns about reporting features, particularly for larger teams with more complex needs.
Another common critique is the relatively high cost for the features offered, especially when compared to other CRMs with more comprehensive tools. Some users also find the learning curve steep when first getting started with advanced functionalities.
Overall, while Streak CRM shines for its integration and ease of use, the platform may fall short in areas like affordability and advanced reporting.
Pro Tips
To effectively use Streak CRM, make sure you:
- Utilize email tracking for timely follow-ups
- Create custom fields for better organization
- Automate tasks to save valuable time
- Leverage shared pipelines for team collaboration
- Explore integrations for enhanced functionality
- Update pipelines regularly to stay organized
Recap
Streak CRM offers you a powerful, Gmail-integrated solution that helps you manage your business processes seamlessly within your inbox. With features like email tracking, shared pipelines, and customizable fields, you can streamline your workflow.
