Streak

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

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

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

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

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

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

Very compatible with Google and organising responses

Cons

It was not compatible with other systems too easily

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

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

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

What I like about the software is that it is easier to know if the receivers have actually read your emails.

Cons

I once tried sending multiple emails but it was corrupted and not readable. It is really frustrating.

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

It is hard for a recruiter like me to update all candidates one by one via email regarding the next steps of their application. It is also emotionally and physically draining for me to notify them regarding their failing interviews one by one, but when I discovered Streak, I was able to do mass email but still in a personalized way.

Streak enabled me to tweak each email template such as the subject of my email, the next steps of their application, and also the names of the addressee by just editing a .csv file. It made my recipients feel that it is personalized even if it is really a mass email.

I also like the fact that I can monitor who opens my sent emails, and also Streak enabled me to schedule email blast which is very helpful for me since I don't need to make a reminder anymore - I can just do it in one sitting.

Cons

I don't have anything to complain of wit this software. Maybe what I least like is that whenever I use a different computer or laptop, I need to reinstall to chrome and to run the Streak application again.

Pros

We love streak for tracking our customers! We can put them into categories and add notes, attachments, emails and phone calls all in one place. We also have used it for tracking inventory, project budgets, etc. It is a great tool!

Cons

I wish it was easier to view outside of gmail. If I switch computers, that computer needs to have it downloaded on it to see it. I also wish multiple people could work on a streak account without needing to pay an expensive price for a professional account.

Pros

When we are in the career of creating software on our own, and we want to project to more people, make our product known and keep customers that we already have, it is necessary to have a quality CRM, the most known that exist are very expensive, but here comes Streak, is an excellent service offered by Google that works with your gmail and is Free !, if free, an excellent service that allows you to manage your customers, offering first-class features, with contact addresses, sales operations and even management of promotions, this is a perfect CRM for a freelance since it works with a tool known by us as it is gmail, so it will be quick to implement and remove its benefits, with it we can be in contact with our customers, send mail to everyone at specific scheduled times, warn of contracts, promotions or status of the products we sold to them, keep them up to date with the advances of for example web pages or system s that we are building, there are many advantages of this service that you must try since they are of immense utility.

Cons

It is a CRM of a certain basic form, it does not have the potentials of the CRM of a higher cost but it is an excellent option if you are starting and you need to bring order to your client portfolio.

Pros

It is relatively easy to use and very practical. Before going to a more complex CRM I recommend using Streak. You can create different Pipelines, customize them with different colors and edit by modifying texts, etc. I also find email tracking and the option to send later very practical.

Cons

Although it is very intuitive, it requires learning time to be able to make the most of it. The free option allows very few contacts (500), while the next option (ONLY) is 5000. It's a lot of difference. Maybe it could be the free version up to 1000 so there isn't such a big gap.

Pros

The biggest value I get from Streak is to schedule emails to re-appear in my inbox at a later scheduled time. I use this feature for all sorts of reasons:

1. to remind myself to check in on tasks I've delegated, or questions I've asked that haven't yet been answered
2. To procastinate emails I don't want to deal with right away -- but still practicing "inbox zero"
3. I'm in fundraising and make a lot of "asks" by email. They often don't get a response, and I have to remind the recipient that I'm waiting for a response. With Streak I'm able to schedule regular check-ins, and can put the request out of my mind, knowing that Streak will take care of it for me.

Cons

I do get errors from time to time ("Streak failed") and the error reports don't give me sufficient information to track down what happened.

Pros

I really love how simple it is. I explain to the team its like a sophisticated spreadsheet. It gives reminders and simple reports which is everything I need. Best part is it lives in Gmail.

Cons

I wish the mobile app was better. Also having a few more options and better contact management would be great. Automatic email filters would be amazing rather than always adding things to boxes.

Pros

Its fully compatible with Gmail and G-Suite, so it molds itself to the workflow that my team is comfortable with.

Cons

Sending bulk emails from Google Sheets takes a little finessing to get right. I basically have to walk my team through it but once they learn how to do it - it works like a charm.

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

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

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

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

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

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

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'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

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

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

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

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

Seamless Gmail Integration, streak CRM is built right into Gmail. Email tracking.

Cons

The experience was somewhat marred by a few glitches. On top of that, we encountered a problem with the billing system when a bug prevented us from removing team members. Despite reaching out for assistance, support never responded, and we were charged for an additional month. As a result, we decided to cancel our subscription.

Pros

Easy to add its extension and integrate it with Gmail. Interface is good. Really helpful in keeping track of all my emails and helps me with my email campaigns.

Cons

Its major concern is its downtime. It crashes very often and doesn’t load any emails.

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

The CRM features that helps me with my leads.

Cons

It could be a lot simpler. Some features are very complex.

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'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.