Streak

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.