Streak Reviews

Essentially, Streak is a plugin for a browser that superpowers your Gmail. To start out deploying it, just install the plugin, then start your Gmail inbox and you will find it prepared to work. It'll first ask you what you would like to observe in Gmail: traditional CRM leads and discounts, fundraising prospects, storyline leads, potential hires, email support, plus more. Any business process that revolves around email is a perfect fit.
Once you've created the first pipeline, go on and use Gmail as normal, and you will start realizing little Streak extras during your experience. You will likely notice a few email boosting features first. There's a fresh option if you are reading email messages to "snooze" an email, which goes it out of your inbox and then brings it back at the same time you set - if you are a zero inbox fan (like myself) you will love that feature. That is clearly a great way going to inbox no and ensure you get your distractions taken care of, but still be sure to start to see the email by enough time you need to answer it. Then, if you are writing emails, you will see an identical option to program when a contact will be sent--a smart way to write e-mail in advance and also have them get there on time.

No real drawbacks that I can see. If the mobile app was to be connected to Gmail and it was possible to see the email tracking that would be a nice addition.

There is a huge amount of automation involved which can take over for email marketing and has been pretty useful in that sense.

The rate at which domain gets spammed via this tool is very high as compared to other tools, it has been a pain for my org particularly.

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.

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

Integrating my Gmail with Streak is very smooth and calling and managing my email data. It work directly from the Gmail application and no other additional software are needed. I can track the most important email and conversation and monitor it better.

It work quite slow and sometime it will crash the Gmail software. It just need to reopen or refresh the software back, but it is quite annoying after it happen quite frequently. The customer support also very slow in writing back all the inquiry email that i have sent.

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

*Business features

while tracking email you can see who has opened it and react fast and surprise a customer or a person you work with. Makes work very comfortable

*Integration

Streak is tightly integrated within Gmail account and creates its own tab where you can have a personal CRM view

* Contacts and additional features

Streak has a great way of associating each contact with a specific deal (box) which makes it easy to use gmail for sales. For example, I can easily message all people related to the issue without ever searching for the addresses.

*Functionality of Streak is incredible it has everything

You can do mass mail check if people saw your email and track when and how it has been opened.

In terms of functionality It can be a bit faster. Also, I believe, Streak team will work regarding more customization and create more options for users to adjust the plugin to the needs of the company

UI needs some work. It does not seem welcoming and even if it has all the features, some user might just get confused.

I used this software mainly for email tracking purposes. I used the free plan. It provides data about when the recipient opened the email, its location, and its devices.

The CRM is easy to integrate on Gmail. It is not needed to log in to another website, everything can be done within the Gmail workspace. Different pipelines can be created for managing projects, sales leads, hiring, fundraising, and other tasks. Emails can be scheduled to send at a later time.

Sometimes email tracking does not work as the recipient's server does not allow tracking. There is another concern of privacy as Streak can access and delete all emails and information within Gmail account.

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.

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.

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.

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.

Easy to use and has a lot of integration features that help us track everything. Track your information on the stages you want and make the followup. Its customized permissions allow to share the content, clients, and pipelines with the people we want it to. You can give very customized permission to all your workers, for some of them or create your own private pipelines and your data will be protected. I also like the easy database creation, just from a spreadsheet and import it to the CRM. Very simple.

Bugs and fixes and bugs again. It tends to get some bugs, even though they solve it really quick, it gets a bit of annoying. Sometimes the interface gets slow, so you need a proper laptop or PC to use it. It looks really messy at first and the interface its so colorful, it looks like a unicorn made it, but you tend to get used to it.

fast deploy
API
you can personalize pipeline

Support slow. Week to have a solutions.

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

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.

Streak is the heart of our client management, feeding data to several other applications (Zapier, Google Sheets and Google Docs) and providing up to date information for our several employees working within same Gmail inbox.
Being integrated with Gmail and extendable through Zapier are the most important to me. Also, constant upgrades to the core make if more powerful each day.

I would like to be able to select box info placement when looking a mail in some box and ability to show just fields I select there. Definitely, miss some more granular control overall.

Man, where do I start? It's great for some many different things: email open notices, snoozing messages, etc.

Most importantly for me is dealflow. Staying on top of interesting opportunities is critical and Streak makes it easy. I also love the "Magic" boxes that show last time an email was sent related to a box. Helps me know when things might need a "nudge" to get back on schedule.

Nothing. I mean, I wish it was free (haha), but really have nothing to complain about. Think they're really good at integrating feedback too.