ClickUp vs Streak

Founded in 2017 and based in San Diego, California, ClickUp has rapidly emerged as a major player in the project management software arena. Known for their robust project management capabilities, ClickUp offers a versatile CRM template that enhances customer relationship management. This CRM template integrates seamlessly with ClickUp’s broader platform, providing users with customizable views, automated workflows, and detailed performance dashboards to streamline lead management, deal tracking, and account oversight. The CRM template includes list views, board views, and Gantt charts designed to offer a comprehensive perspective on customer data and sales processes. With automation tools for emails, tasks, and customizable forms, ClickUp facilitates efficient data collection and communication. Customer feedback highlights ClickUp's flexibility and integration capabilities, praising their ability to adapt to various business needs. Industry credentials such as ISO, HIPAA, GDPR, and SOC 2 certifications underscore ClickUp's commitment to data security and compliance. While some users have noted a learning curve and occasional performance issues, the overall value proposition of ClickUp’s CRM template makes them a compelling choice for businesses seeking an efficient CRM solution.

Steak CRM, founded in 2011 and headquartered in San Francisco, California, offers an innovative CRM solution that integrates seamlessly with Gmail. This unique approach allows businesses to manage customer relationships, sales processes, and tasks directly from their inboxes, enhancing productivity and efficiency. Streak’s robust feature set includes deal pipeline management, advanced email tracking, comprehensive contact management, team activity tracking, and automated workflows. The platform supports customizable workflows and unlimited pipelines, making them adaptable to different business needs. Customers have praised Streak's ease of use, seamless integration with Google Workspace, and time-saving tools like mail merge and shared snippets. While some users have noted issues with recurring bugs and the mobile app’s functionality, overall feedback highlights Streak’s effectiveness in streamlining CRM tasks. The company has received accolades, such as the G Suite Partner of the Year award, reflecting their strong security practices and innovative integration. Streak’s pricing plans cater to various business sizes, offering a free trial and advanced features in higher-tier plans. With a strong reputation in the CRM industry and a focus on simplicity and accessibility, Streak CRM is an appealing option for businesses looking to optimize their customer relationship management within the familiar environment of Gmail.