Streak reviews

For my product-based small business, I have a number of sales streams where I cultivate leads. Streak allows me to manage these leads right inside Gmail so I can quickly view all of our correspondences. Since most of my business is done through email, Streak creates a perfect bridge. Specifically, I can create a new box for each lead and categorize it under a specific pipeline (sales stream). Within the pipeline, I can create different sales stages and view all of my leads in one place along with data about our interactions (days since last interaction, days in stage, etc) so I can prioritize my outreach efforts. Within each lead, I can view all of the email correspondences and make notes on the lead. An additional feature in Streak is email open tracking so you can see if your leads have opened your emails. It shows up automatically and displays the times of each open. That's a huge value just to know if your emails are going through. All of these features are completely free and just a simple add-on, which frankly is hard to believe and so valuable for my business!

I really love Streak--for a free program, it offers so much! If I could add anything, I would love to be able to have all correspondences with a specific email address automatically assigned to the same lead box.

1. No need to leave your email front-end to manage your customer interactions
2. You can customize stages and pipelines in any way you want - no limitations on pipelines
3. Easy to enter meeting and call notes
4. Easy to select the case box from each email
5. Read receipts for Gmail - Extremely Useful!

1. Colour-coding to distinguish emails and stages does not work when you have many cases in the same stage/colour.
2. It becomes very slow if you are having many emails tagged
3. It does not load the pipelines quickly and it takes time to refresh

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 like the fact that there is a very low learning curve for your Gmail users. The UI is simple and intuitive. New users can start using it really fast.

The features of the mobile app are missing a lot of functionality. This means that essentially you have to manage everything from your desktop Streak interface.

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.

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.

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

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 love that I am able to see when the respondents have seen my email. This way, I know how to pace my followups and emails without overflowing their inboxes.

Honestly, this is a tool I can't live without nowadays, so nothing to complain about!

I used this software for the sole purpose of email tracking. It was actually really awesome to be able to see if a marketing email was viewed by the recipient, how many times it was viewed, where it was viewed, what time it was viewed and if it was forwarded to another party. I was extremely impressed. It was the same concept when receiving read receipts on a text message.

At one point I deleted the software and when I went to sign up again it asked for too many permissions which was why I stopped using it. It wanted access to too much information which made me weary.

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.

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.

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.

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.

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

It is built in to Gmail - you open your inbox and you're up and ready to work.

It loads. Most of the time. Sometimes it takes forever. They were often experiencing difficulties and Streak could not be accessed. It also constantly bugged me to install Streak for all accounts, even though only one Gmail account had access to it.

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

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.

After spending well over a year trying to set up Salesforce, my company -- a small team of 15 -- finally gave up and decided to go with Streak instead. Especially for a business of our size, Streak was definitely the better option. It's lightweight, was far quicker to implement, and we immediately saw improvements in our efficiency and ability to track leads.

Further, we mostly got our leads via conferences and word of mouth, so we managed both inbound and outbound leads in our email inboxes. For this reason, we loved that we could track our leads from within our inbox using Streak -- no tool switching!

I could see us possibly outgrowing it if we were to have a more complex business, but don't have much to say about its downsides.

Great for a visually minded person! I set up my Sales pipeline in rainbow order colors. As an artist, I am very color-motivated. I can see an overview of the progress of each lead to developing the quote, invoicing, paid, in progress in the studio, made, shipped, and follow up for thanks. Each client has their own box where I can put all their gmail communication, and image files and documents are extracted so I don't have to hunt for them. I use the free version, and and as a solopreneur haven't had the need for the functions more suited to a larger company with employee teams.

I wish the boxes showed up in my gmail on all my devices. I use Streak on my desktop, and the app for Android doesn't get good reviews.

It keeps my entire CRM in my inbox, saving me a ton of time. It also has a ton of amazing automated features like 'Date of Last Email' that automatically calculate my last interaction, and then allow me to filter on that later. It has things I didn't even know I needed! My entire team uses it and we can share pipelines across email addresses. It's how all CRMs should be--live directly in your inbox (with you an integration, with out an additional data entry step, it practically does the data entry for you!).

It's not super intuitive. Every time I want to set up a new feature I can't just play around with it, I have to watch a video for fear of messing something up or because it's not super clear as to how it works. It's also a bit pricey for a small solo-preneur.

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.

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.

Streak is ver flexible. It adapts very well to different scenarios. Whether customer relationships, Human Resources hiring, bug tracking, you name it. Basically it is a full stack workflow management tool. The custom columns, email tracking, integration with third party thru Zapier, contact and organizations, collaborative and reactive environment are among the things we most like.

Honestly, there aren't many thing I don't like. The contacts in my opinion were not very well handled, but they recently came with a new solution I believe to be spot on. Sometimes I wish I could have a little more control on who sees what.

Streak gives us the ability to manage deals from Gmail and I love it. Everything you need to access the "closed-won" option is stored in your e-mail. Streak captures your deals and extends existing Gmail to a flexible, full-featured CRM. And the intuitive design is another thing I love. Streak is an elegant solution that your entire team will really want to use. The ability to archive emails and find This makes Streak a truly efficient tool. In short, it is an efficient CRM with many features I like.

I did not have any problems with Streak, it is a great software that I love to use.

Best of it, it is basically a plug-in installed, it will super charge your Gmail. It is easily to set up the tracking (in your Gmail) for leads, upcoming prospects, follow ups, quote tracking, and more. It will allow you to create a pipeline of the possible customers and let you follow up through the mails you are sharing and receiving with them. Some additional features worth to mention is that you can track the openings of the emails shared, associations of specific contacts with specific deals, and best of all, setting up the pipeline as you wish for.

There are not cons to worth mention related to the features the tool offers, nevertheless, around the visuals could have some improvements to make it nicer and joyful to use. If the visuals as colors, icons and fonts improve I'm sure a lot of more people will love it!

I've been using Streak for years and I LOVE it! I've tried to move over to other email plugins but they're either missing key features or they aren't easy to use. The thing I love most about Streak and reason I've used it for so long is that it checks the boxes for all of my needs and I haven't found a competitor that does the same.

Really the only thing I don't love about Streak is that they add a row to your left menu bar called pipeline. I don't use this feature and I hate clutter and to my knowledge there is no way to remove it. Super annoying, but that's really my only gripe with it.

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.

The best part about Streak is that you are able to see if people have actually viewed your emails. This works for professional emails, such as making sure your team actually read your email, or if the client was able to view your email. Sounds a bit creepy, but it takes the guesswork out of the equation. And you don't even need to be on the premium plan to use this feature, it's free.

There's nothing I don't like about Streak. It's useful for us, even though we are on the free plan.