Streak

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.

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.

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.

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.

I love that Streak allows me to manage directly from my Gmail inbox - I don't have to juggle multiple platforms to acheive what I need to do.

The task management does not allow for recurring tasks and it while it does a great job of keeping all communications with a client in one place, it can stil be difficult to find something specific - I wish you could search within a box that would be really helpful!