Streak CRM: Elevate Gmail with Native CRM Power

Streak CRM at a Glance

Streak is a software company founded in 2011 and headquartered in San Francisco, California. As a CRM software provider, Streak offers a solution that integrates seamlessly with Gmail, enabling users to manage their business processes directly from their inboxes. Streak’s approach to service focuses on simplicity and accessibility, making it ideal for a range of clients, from freelancers to large enterprises. They cater to various industries, including sales, project management, business development, fundraising, support, hiring, and real estate, serving clients globally.

Streak CRM is renowned for their robust feature set, which includes deal pipeline management, advanced email management tools, comprehensive contact management, team activity tracking, and automated workflows. The platform supports detailed deal tracking and offers insightful reporting and analytics. Unique selling points include creating customizable workflows, utilizing unlimited pipelines, and generating detailed reports. The company offers a free trial, allowing potential clients to explore the platform’s capabilities before opting for a paid plan. Streak aims to streamline business processes by integrating CRM functionalities directly within the Gmail interface, enhancing productivity and efficiency. Streak also strongly emphasizes data security, with compliance measures that include physical, electronic, and procedural safeguards to protect the information they collect and process.

Streak has established a strong reputation in the CRM industry. The company has received accolades, such as the G Suite Partner of the Year award, reflecting their strong security practices and innovative integration with Google Workspace. Additionally, Streak’s extension undergoes a review process by Google’s Chrome team, ensuring adherence to Google Chrome’s Developer Program Policies. The company’s consistent performance and dedication to providing a seamless CRM experience have positioned them as a trusted name in the CRM software market.

Features & Services

Deal pipeline management

Streak CRM excels in deal pipeline management by enabling users to track everything and maintain context. Information about pipelines, contacts, and tasks is accessible directly in your Gmail inbox, making managing deals convenient. Users can customize their workflow by adding, removing, rearranging, and personalizing pipeline stages to fit evolving business needs. This flexibility ensures users can create as many pipelines and stages as necessary, and custom views allow efficient data management. Users can save and share custom views with their team by searching, filtering, grouping, and sorting data, ensuring everyone has the necessary information. Streak supports unlimited pipelines, making them adaptable to any sales process.

Email management tools

Streak’s email management tools transform Gmail into a robust communication hub. With email tracking, users receive instant notifications when someone receives a message and can sort tracked emails to follow up efficiently. The mail merge feature allows sending personalized mass email campaigns, incorporating recipient names, company details, or pipeline data. Users can schedule emails to be sent at optimal times using the send later feature, and canned responses via snippets save time by avoiding repetitive writing. Thread splitter ensures conversations stay on topic by separating diverging email threads, enhancing communication clarity.

Contact management

Contact management is streamlined with Streak, as users can automatically enrich contacts with detailed information such as name, company, and employee count. This enrichment occurs directly alongside emails, providing a comprehensive view of who you are communicating with. The system supports unlimited contacts and organizations, with shared contacts allowing team members to access the full email history, ensuring all interactions are transparent and accessible. This feature helps build strong customer relationships.

Team activity tracking

Team activity tracking is a key feature of Streak. They automatically track and share every interaction, including emails, call logs, files, notes, and tasks. This ensures that team members are always up-to-date with the latest interactions, fostering a collaborative and informed working environment. Streak’s deep integration with Google Workspace allows different teams to link communications, ensuring seamless transitions and continuity in customer interactions.

Deal tracking

Streak’s deal tracking features ensure that all information needed to move deals to a “closed-won” status is captured within Gmail. Users can manage deals without switching to external software, maintaining workflow efficiency. The system supports various data formats, such as numbers, text, lists, checkboxes, tags, formulas, and contacts, allowing for comprehensive and detailed deal tracking. The ability to create unlimited pipelines further enhances their utility.

Automated workflows

Automated workflows in Streak ensure that no task slips through the cracks. Users can create rules to automatically create tasks, comments, and boxes and add mail merge recipients, streamlining the workflow. Tasks can be created for each process stage, such as property showings or due diligence in real estate, to keep deals moving forward. Custom task lists and synchronization with Google Calendar help maintain organization and ensure timely follow-ups.

Reporting and analytics

Streak provides reporting and analytics tools, enabling users to visualize sales, commission, and property data through colorful charts and graphs. These visuals help track the overall health and individual contributions within the pipeline. Streak’s data mining capabilities allow users to drill into key insights, making data-driven decisions easier. Advanced reporting features include enriched contacts, team email sharing, and the ability to create formulas for deeper analysis.

Use cases

Streak provides specific examples and industries where their solutions excel, offering use cases to help customers understand how their CRM can be effectively utilized across various scenarios: 

• Sales: Streak is ideal for managing sales pipelines directly within Gmail. They capture deals and extend Gmail into a fully featured CRM, ensuring that all necessary information for closing deals is easily accessible. The platform allows users to stay nimble, adapting to changes in sales strategies quickly and efficiently. They offer seamless integration with G Suite applications like Google Drive and Google Sheets. Additionally, their intuitive interface allows new users to adapt to the system quickly
• Project management: For project management, Streak channels discussions into product development, organizing emails and documents related to a project. Teams can collaborate effectively with shared access to project-related communications and documents. Streak also supports visualization of the development process, helping identify and eliminate bottlenecks. Their customizable workflows suit various project management needs, providing a perfect process for any team
• Business development: Streak facilitates business development by managing partnerships and tracking activities within Gmail. They support collaborative selling with full email access for all collaborators, even if they are not on the original thread. Permission roles help maintain data control, ensuring sensitive information is accessible only to authorized team members
• Fundraising: Fundraising efforts are streamlined with Streak, allowing users to manage investor communications and track progress within Gmail. Automated follow-ups, shared email access, and personalized mass emails keep investors engaged and informed. The platform also supports detailed comparisons of investment terms through powerful in-line formulas
• Support: Streak transforms Gmail into a support queue, leveraging existing email functionalities to improve customer support. Automated responses with snippets, access to the entire support history, and beautiful support analytics help track trends and individual contributions. These features ensure efficient and high-quality customer support, making Streak a good tool for maintaining customer relationships
• Hiring: Streak manages the entire recruiting process within Gmail, from tracking applicants to sharing resumes and setting permissions. Automated outreach efforts with mail merge and customizable messages streamline the hiring process. Visualizations of the hiring pipeline help identify bottlenecks and ensure a smooth recruitment workflow
• Real estate: Streak integrates all necessary data into Gmail in real estate, managing buyers, sellers, and transactions with customized pipelines. The system automatically calculates commissions, tracks interactions, and helps build meaningful client relationships. Email power tools enhance communication efficiency, and automated task lists ensure no step is missed. Streak’s private pipelines feature is particularly useful for real estate professionals needing to manage multiple transactions discreetly

Pricing & Plans

Streak offers a range of pricing plans designed to cater to various business needs, ensuring fair and flexible options for upgrading. The pricing is structured to provide value to both small teams and large enterprises, emphasizing collaboration, advanced features, and customization.

Pro Plan

The Pro plan is priced at $49 per user per month when billed annually, offering a 20% discount compared to the monthly rate of $59 per user. This plan is ideal for any business of any size looking to collaborate with a complete CRM solution. It includes advanced CRM features, mail merge capabilities for up to 1500 daily emails, and shared pipelines. All plans, including the Pro plan, offer core CRM features such as tasks and reminders, custom columns and fields, search and autocomplete, file attachments, import and export options, call logs, and meeting notes. Additionally, they provide unlimited contacts and organizations, shared contacts with email history, and full integration with Google Workspace applications like Gmail, Calendar, Drive, Sheets, and Chat. Mobile access is provided through native iOS and Android apps, ensuring users can manage their workflows on the go.

Pro+ Plan

The Pro+ plan, the most popular, costs $69 per user per month when billed annually and $89 per user per month when billed monthly. This plan is tailored for sophisticated teams that need more advanced automation and reporting features. It includes all the benefits of the Pro plan plus advanced reports, automation and integration capabilities, archived user data, and AI Co-Pilot for enhanced CRM management. In addition to the core features, the Pro+ plan offers advanced features such as enriched contacts, team email sharing, formulas, and native dialer support. These enhancements make the Pro+ plan particularly beneficial for teams that require detailed insights and automated workflows to optimize their operations.

Enterprise Plan

For businesses requiring custom roles and data validation, the Enterprise plan is available at $129 per user per month annually or $159 per user per month when billed monthly. This plan offers the highest level of customization and support, including custom roles, data validation, and priority support. It is designed for larger organizations needing a robust and highly customizable CRM solution to meet their business requirements. The Enterprise plan includes all the features of the Pro+ plan, plus custom billing options, security questionnaire responses, and advanced implementation support with one-on-one sessions for setting up automation and Zapier integrations.

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Benefits & Drawbacks

Benefits

• Built-in functionality: Streak operates directly within Gmail, seamlessly integrating with the email platform most businesses are already familiar with. This built-in functionality eliminates the need to switch between different platforms, allowing users to manage customer relationships, track sales processes, and handle various tasks without leaving their inboxes. This integration streamlines workflows and boosts productivity by keeping all relevant information and tools in one place
• Familiar interface: Using the familiar Gmail interface, Streak minimizes the learning curve for new users. This ease of adoption benefits teams of all sizes, from small businesses to large enterprises. Employees can quickly adapt to Streak without extensive training, enabling faster implementation and more immediate benefits
• Native application: Streak offers robust mobile applications for both iOS and Android devices. These native apps ensure that users can stay connected and manage their workflows on the go, whether in the office, traveling, or working remotely. The mobile apps retain some of the functionality of the desktop version, providing continuity and convenience
• Customization and flexibility: Streak excels in customization and flexibility, allowing businesses to tailor the CRM to their needs. Users can create custom workflows, views, stages, and fields, ensuring the CRM adapts to evolving business processes. With support for unlimited pipelines, Streak can handle various simple and complex tasks, making them versatile for any organization
• Collaboration tools: Streak supports team collaboration by allowing shared access to emails, notes, and tasks. This feature ensures all team members are unified and can access the latest information. By promoting a collaborative working environment, Streak helps teams work more efficiently and cohesively, improving overall productivity
• Free trial: Streak offers a 14-day trial period for their paid plans, allowing potential clients to explore their features and capabilities before committing to a subscription. This trial period provides an opportunity to assess how well Streak meets the specific needs of a business without any financial commitment
• Integrations: Streak integrates with various popular tools and platforms, including Zapier, Slack, Typeform, and Calendly. These integrations and API support enable businesses to connect Streak with their existing systems and workflows, enhancing their functionality and ensuring seamless integration with other essential tools

Drawbacks

• Lack of extensive features: While Streak offers a solid set of features, they lack some advanced functionalities in more comprehensive CRM solutions. Businesses with complex CRM needs might find Streak’s feature set somewhat limited
• Pricey concerning their features: Streak’s pricing may seem high compared to the features offered for some users. While the CRM provides valuable tools and integrations, the cost might be a consideration for small businesses or those with tight budgets
• Only works with Gmail: A significant limitation of Streak is that they only work with Gmail. This exclusivity means businesses using other email platforms cannot benefit from Streak’s capabilities, restricting their user base to those committed to the Google Workspace ecosystem
• Price for advanced plans: Streak’s advanced features are only available in higher-tier paid plans. For businesses that require these advanced functionalities, the cost of these plans might be a drawback, especially for small to medium-sized enterprises looking for a more cost-effective solution

What Is the Customer Experience Like?

While Streak does not have a BBB profile, they boast a 3.5 out of 5 on Trustpilot, a 4.5 out of 5 on G2, a 4.5 out of 5 on Capterra, and an impressive 8.1 out of 10 on TrustRadius.

Positive feedback

Customers expressed satisfaction with Streak's seamless integration with Gmail, praising the convenience and efficiency of managing customer relationships directly from their inboxes. Many highlighted features include email tracking, mail merge, shared snippets, and team email sharing, noting that these tools save significant time and enhance productivity. Users found managing CRM tasks without switching tabs or bcc-ing emails a major advantage, as it simplifies their workflow.

Additionally, customers praised Streak for their ease of use and customizable pipelines, which allow them to organize and track various business processes effortlessly. The ability to integrate with other tools like Google Calendar and Zapier was also well-received, as it further streamlined their operations. Customers also reported that the setup process was simple, partly because of the in-depth tutorials and customer support. The platform's flexibility and scalability were highlighted as key benefits, making them suitable for various clients in different stages of the business lifecycle. Overall, customers were pleased with how Streak has enhanced their efficiency and productivity, helping them manage interactions and follow-ups seamlessly.

Critical feedback

Customers have expressed concerns about recurring bugs in Streak, with issues such as disappearing contacts and data not updating properly being frequently mentioned. Some users found that the CRM occasionally causes emails to land in recipients' spam folders, leading to frustration. Additionally, while the basic features are appreciated, many users wish for a simpler way to understand and utilize all available functionalities.

The customer support for Streak has received mixed reviews, with some users noting slow response times and occasional unresponsiveness. Customers also stated that the software’s performance is inconsistent, with random downtimes affecting productivity. The mobile app has been criticized for not being as functional as the desktop version, and the lack of a comprehensive task management system, particularly for recurring tasks, is seen as a drawback. Pricing is another point of contention, with many users finding the higher-tier plans expensive. Finally, some customers noted that Streak's integration with other tools, especially those outside the Google ecosystem, could be improved to enhance their overall utility.

What Are Their Customer Support Options?

Streak offers robust customer support options to ensure users get the assistance they need. Users can access live chat support directly from their website for immediate help. For more detailed inquiries, tickets can be submitted on their support webpage, where the sales or support team will follow up. Additionally, users can email Streak at [email protected] for further assistance.

Streak also provides a range of training materials and tutorials to help customers understand and use their CRM effectively. They have a comprehensive blog and a help center, which include step-by-step guides and best practices.

Conclusion

Streak CRM, founded in 2011 and headquartered in San Francisco, offers an innovative browser extension that transforms Gmail into a CRM solution. This integration allows businesses to manage customer relationships directly from their inboxes, enhancing productivity and streamlining processes. Streak’s features include deal pipeline management, advanced email tools, contact management, team activity tracking, and automated workflows, making them a versatile choice for various industries.

However, user feedback highlights some critical issues. Recurring bugs, inconsistent performance, and occasional downtimes have been reported. While they are praised for their seamless integration and user-friendly interface, some users find the higher-tier plans expensive and wish for better support and more comprehensive task management features. Despite these drawbacks, Streak remains a valuable tool for businesses seeking to enhance their CRM processes within the familiar environment of Gmail.

If you're looking for a CRM that integrates seamlessly with Gmail, Streak might be your solution. However, if you want a more comprehensive solution, visit our reviews page to learn all about the top CRM providers and use our comparison tool to see how the providers stack up against other top choices. For additional insights, check out our blog for articles guiding you through decision-making. We aim to help you find the best tool to streamline your operations and enhance your customer experience.

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