Streak reviews

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.

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.

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.

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.

I have used CRM in different guises for years. When I started my own business I looked around and tried many different packages. The trouble with many of them is they didn't work natively in my Gmail package.
Streak works within Gmail so I don't have to think too hard. It simple to associate emails to any contact/prospect and find them if I ever need to. I can sort out my inbox within a few minutes which means I never have more than one screen of emails at any one time.
The ability to archive emails and find them easily makes Streak a really productive tool.

I'd like the ability to associate an email with multiple contacts/prospects. It's a wish rather than a need as I've used the free version successfully for more than 2 years and would hate to be without it!

Streak lives as a CRM add-on to my Google mail account.I use Gmail as my personal email ,and it thus makes sense to have my streak within reach for everytime I am live on my Gmail account.Allowing me measure the workflow of my team from start to finish right from my Gmail.
In all , Streak keeps my team better organized ,and makes it appear simple managing email at scale.

Unintuitive updates are a big setback for Streak.However I will think it just makes common sense ,if we can have Streak integrate with other email providers apart from Gmail .Not everyone is obliged to have a gmail account.

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.

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 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!

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.

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.

*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.

Streak integrate seamless in your gmail and is just up to you to decide how deeply use it in your daily routine as a sales manager but also as press officer or any job that involve contacting many people and converting leads in clients or action. You can simply use the mail merge function in few click, or the addicting notify about who where and when has seen your email, so you can manage rational followups. Super easy import export from google sheet so in minutes you can have a draft of a database and import it to sens merge mail with personalization...and many other amazing features that anyway never make the system complex: you just remain on your gmail, sharing contacts, prospects and all useful information and marketing "to does" like alert recall follow up and snippet of your sales email with the entire team. Excellent free version but absolutely worth payed version.

Maybe is my fault but a better integration or sync between gmail contact and pipeline's persons is possibile

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.

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.

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.

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!

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.

Being in sales it is important that a prospect receives my proposal in a timely manner. Prior to streak I never knew if they received mine unless I received a personal reply. With Streak, I can see when they view my email and how many times they view it.

I really have no complaints about Streak! I started with the free option and migrated over to the paid version. I use it on every email I send!