Streak CRM Review, Features, Pricing & More
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Streak CRM is a powerful customer relationship management tool that seamlessly integrates with Gmail through a Chrome extension. It offers an extensive range of features for sales, project management, fundraising, and more, along with customizable pipelines and fields to fit specific business needs. Streak also provides robust reporting and analytics capabilities to help businesses make data-driven decisions. Its affordable pricing plans make it an ideal choice for businesses of all sizes.
Streak CRM Review
Streak CRM is a popular customer relationship management tool that is designed to help businesses and individuals manage their sales pipelines, customer interactions, and project management activities. With its intuitive interface and easy-to-use features, Streak CRM has gained a reputation as a powerful yet accessible CRM solution that can be used by businesses of all sizes.
In this review, we’ll take a closer look at the key features of Streak CRM, including its email integration, project management tools, reporting capabilities, and more. We’ll also examine the pros and cons of using Streak CRM, and provide an overview of its pricing plans and support options. By the end of this review, you’ll have a better understanding of whether Streak CRM is the right CRM tool for your business needs.
Understanding Role Of A CRM
Customer Relationship Management (CRM) is a crucial business strategy that focuses on establishing and maintaining long-term relationships with customers. The ultimate goal of CRM is to improve customer service, increase customer satisfaction, and drive business growth.
To achieve this goal, businesses must collect and analyze customer data to gain insights into customer behavior and preferences. By understanding customer needs and preferences, businesses can tailor their products, services, and communication to better meet those needs and improve the overall customer experience.
CRM software solutions are available to help businesses manage customer interactions, automate sales processes, and track customer data. These solutions typically include features such as lead management, sales forecasting, marketing automation, and customer service.
By implementing CRM strategies and tools, businesses can improve their ability to retain customers, increase customer loyalty, and ultimately drive revenue growth. With a focus on building and maintaining strong relationships with customers, CRM is an essential business strategy in today’s highly competitive market.
Streak CRM Benefits
Streak CRM is a versatile platform that offers a range of benefits for sales and project management. Its user-friendly interface, email integration, and powerful reporting tools are just a few of the features that make it a popular choice for businesses of all sizes. In this section, we’ll take a closer look at the key benefits of using Streak CRM for sales and project management.
Streamlined Sales Process
Streak CRM provides users with a streamlined sales process that allows them to manage their leads, deals, and opportunities from one central platform. This helps to increase productivity and efficiency, and ultimately leads to more sales.
Email Integration
Streak CRM integrates seamlessly with Gmail and Google Workspace, making it easy for users to manage their customer communications directly from their email inbox.
Project Management
Streak CRM includes project management tools that allow users to manage their tasks, deadlines, and team collaboration from one platform. This helps to keep projects on track and ensures that deadlines are met.
Reporting and Analytics
Streak CRM provides users with powerful reporting and analytics tools that help them to track their sales performance, identify trends, and make data-driven decisions.
Easy to Use
Streak CRM is designed to be user-friendly and intuitive, with a simple interface that makes it easy to navigate and use.
Customization
Streak CRM allows users to customize their sales pipelines and workflows to fit their unique business needs, ensuring that they are getting the most out of the platform.
Overall, Streak CRM provides businesses and individuals with a range of powerful tools and features that help to streamline their sales process, improve productivity, and drive growth.
Streak CRM Features
Streak CRM is a popular customer relationship management (CRM) platform that offers a range of powerful features to help businesses and individuals manage their sales and projects more effectively. Its email integration, pipeline management, project management, reporting and analytics, collaboration tools, mobile app, and customization options make it a versatile platform for businesses of all sizes. In this section, we’ll take a closer look at the key features of Streak CRM, and how they can help businesses to streamline their sales process, improve collaboration, and drive growth.
CRM for Sales
Streak CRM’s sales feature is one of the platform’s most powerful tools. It allows businesses and sales teams to manage their sales pipeline and track their deals from start to finish. Here are some of the key aspects of Streak CRM’s sales feature:
- Customizable Sales Pipelines: Streak CRM allows users to create customizable sales pipelines that can be tailored to fit their unique business needs. Users can add or remove stages, rename stages, and move deals through their pipeline with ease.
- Deal Tracking: Streak CRM’s deal tracking feature allows users to monitor their deals from start to finish. Users can view key details such as deal value, expected close date, and probability of closing, helping them to prioritize their sales activities and focus on the most promising deals.
- Email Integration: Streak CRM’s email integration feature allows users to manage their sales communications directly from their email inbox. Users can send and receive emails, schedule follow-ups, and view email history all from within Streak CRM.
- Automated Workflows: Streak CRM’s automated workflows feature allows users to automate routine tasks and save time. Users can set up triggers and actions, such as sending follow-up emails or creating tasks, based on specific events, such as when a deal moves to a new stage in the pipeline.
- Reporting and Analytics: Streak CRM’s reporting and analytics feature allows users to track their sales performance and make data-driven decisions. Users can view detailed reports on their sales pipeline, deal activity, and team performance, helping them to identify trends and optimize their sales process.
Overall, Streak CRM’s sales feature offers a powerful set of tools for managing the sales process, improving collaboration, and driving growth. With customizable pipelines, deal tracking, email integration, automated workflows, and reporting and analytics, Streak CRM is a valuable platform for businesses of all sizes looking to improve their sales process and drive results.
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- Customizable Workflows: Streak CRM’s customizable workflows allow users to create a tailored process for product development that fits their unique business needs. Users can create stages for ideation, prototyping, testing, and launch, and move their products through the pipeline as they progress.
- Collaboration: Streak CRM’s collaboration tools allow product development teams to work together more efficiently. Users can share emails, contacts, and files, and communicate in real-time using comments and notes.
- Task Management: Streak CRM’s task management tools allow users to assign tasks, set due dates, and track progress on product development projects. Users can view tasks by priority, due date, or assignee, and receive notifications when tasks are completed.
- Reporting and Analytics: Streak CRM’s reporting and analytics tools allow users to track project performance and make data-driven decisions. Users can view detailed reports on project progress, task completion, and team performance, helping them to optimize their development process and drive results.
Overall, Streak CRM’s CRM for Product Development feature provides a powerful set of tools for managing product development projects and improving collaboration. With customizable workflows, collaboration tools, task management, reporting and analytics, and email integration, Streak CRM is a valuable platform for product development teams looking to improve their process and drive results.
CRM for Partnerships
Streak CRM’s CRM for Partnerships feature is designed to help businesses manage their partnerships more effectively. Here are some of the key aspects of Streak CRM’s CRM for Partnerships feature:
- Partner Management: Streak CRM’s partner management tools allow users to track their partnerships and manage their partner relationships more effectively. Users can view partner details such as contact information, partnership status, and activity history.
- Collaboration: Streak CRM’s collaboration tools allow users to work together with their partners more efficiently. Users can share emails, contacts, and files, and communicate in real-time using comments and notes.
- Deal Tracking: Streak CRM’s deal tracking feature allows users to monitor their partnership deals from start to finish. Users can view key details such as deal value, expected close date, and probability of closing, helping them to prioritize their partnership activities and focus on the most promising deals.
- Task Management: Streak CRM’s task management tools allow users to assign tasks, set due dates, and track progress on partnership projects. Users can view tasks by priority, due date, or assignee, and receive notifications when tasks are completed.
- Reporting and Analytics: Streak CRM’s reporting and analytics tools allow users to track their partnership performance and make data-driven decisions. Users can view detailed reports on partnership activity, deal progress, and team performance, helping them to optimize their partnership process and drive results.
Overall, Streak CRM’s CRM for Partnerships feature provides a powerful set of tools for managing partnerships and improving collaboration. With partner management, collaboration tools, deal tracking, task management, and reporting and analytics, Streak CRM is a valuable platform for businesses looking to manage their partnerships more effectively and drive results.
CRM for Fundraising
Streak CRM’s CRM for Fundraising feature is designed to help non-profit organizations and other entities manage their fundraising efforts more effectively. Here are some of the key aspects of Streak CRM’s CRM for Fundraising feature:
- Donor Management: Streak CRM’s donor management tools allow users to track their donors and manage their donor relationships more effectively. Users can view donor details such as contact information, donation history, and communication history.
- Campaign Management: Streak CRM’s campaign management tools allow users to manage their fundraising campaigns from start to finish. Users can create campaigns, set goals, and track progress, helping them to stay on track and achieve their fundraising targets.
- Donation Tracking: Streak CRM’s donation tracking feature allows users to monitor donations and donations activity from donors. Users can view key details such as donation amount, donation date, and donor information, helping them to prioritize their fundraising activities and focus on the most promising donors.
- Reporting and Analytics: Streak CRM’s reporting and analytics tools allow users to track their fundraising performance and make data-driven decisions. Users can view detailed reports on fundraising activity, campaign progress, and team performance, helping them to optimize their fundraising process and drive results.
Overall, Streak CRM’s CRM for Fundraising feature provides a powerful set of tools for managing fundraising efforts and improving collaboration. With donor management, campaign management, donation tracking, task management, and reporting and analytics, Streak CRM is a valuable platform for non-profit organizations and other entities looking to manage their fundraising efforts more effectively and drive results.
CRM for Support
Streak CRM’s CRM for Support feature is designed to help businesses manage their customer support more effectively. Here are some of the key aspects of Streak CRM’s CRM for Support feature:
- Customer Management: Streak CRM’s customer management tools allow users to track their customers and manage their customer relationships more effectively. Users can view customer details such as contact information, support history, and communication history.
- Ticket Management: Streak CRM’s ticket management tools allow users to create and manage support tickets, helping them to stay organized and respond to customer requests in a timely manner. Users can assign tickets to team members, set due dates, and track progress on support issues.
- Collaboration: Streak CRM’s collaboration tools allow users to work together with their team members more efficiently. Users can share emails, contacts, and files, and communicate in real-time using comments and notes.
- Knowledge Base: Streak CRM’s knowledge base feature allows businesses to create and maintain a repository of support articles and resources, helping customers to find answers to their questions quickly and easily.
- Reporting and Analytics: Streak CRM’s reporting and analytics tools allow users to track their support performance and make data-driven decisions. Users can view detailed reports on support activity, ticket status, and team performance, helping them to optimize their support process and drive results.
Overall, Streak CRM’s CRM for Support feature provides a powerful set of tools for managing customer support and improving collaboration. With customer management, ticket management, collaboration tools, knowledge base, and reporting and analytics, Streak CRM is a valuable platform for businesses looking to manage their support process more effectively and drive customer satisfaction.
CRM For Hiring
Streak CRM’s CRM for Hiring feature is designed to help companies streamline their recruitment process and manage their hiring pipeline more efficiently. Here are some of the key aspects of Streak CRM’s CRM for Hiring feature:
- Candidate Management: Streak CRM’s candidate management tools allow users to track their candidates and manage their candidate relationships more effectively. Users can view candidate details such as resume, contact information, and communication history.
- Pipeline Management: Streak CRM’s pipeline management tools allow users to manage their hiring pipeline from start to finish. Users can create custom stages for their hiring process, such as “Resume Review,” “Phone Interview,” “On-Site Interview,” and “Offer,” and move candidates through the stages as they progress.
- Collaboration: Streak CRM’s collaboration tools allow users to work together with their team members more efficiently. Users can share candidate information, resumes, and notes, and communicate in real-time using comments and notes.
- Email Templates and Mail Merge: Streak CRM’s email templates and mail merge feature allow users to send personalized emails to candidates at scale. Users can create custom email templates for each stage of their hiring process, and use mail merge to automatically personalize the emails with candidate information.
- Reporting and Analytics: Streak CRM’s reporting and analytics tools allow users to track their hiring performance and make data-driven decisions. Users can view detailed reports on candidate activity, pipeline performance, and team performance, helping them to optimize their hiring process and drive results.
Overall, Streak CRM’s CRM for Hiring feature provides a powerful set of tools for managing the recruitment process and improving collaboration. With candidate management, pipeline management, collaboration tools, email templates and mail merge, and reporting and analytics, Streak CRM is a valuable platform for companies looking to manage their hiring process more effectively and drive successful recruitment campaigns.
CRM for Real Estate
Streak CRM’s CRM for Real Estate feature is designed to help real estate agents and brokers manage their properties and clients more effectively. Here are some of the key aspects of Streak CRM’s CRM for Real Estate feature:
- Property Management: Streak CRM’s property management tools allow users to track their properties and manage property details more effectively. Users can view property details such as address, price, features, and images.
- Client Management: Streak CRM’s client management tools allow users to track their clients and manage their client relationships more effectively. Users can view client details such as contact information, communication history, and property preferences.
- Pipeline Management: Streak CRM’s pipeline management tools allow users to manage their real estate transactions from start to finish. Users can create custom stages for their sales process, such as “Listing Presentation,” “Home Inspection,” “Contract Negotiation,” and “Closing,” and move properties and clients through the stages as they progress.
- Collaboration: Streak CRM’s collaboration tools allow users to work together with their team members more efficiently. Users can share property information, client information, and notes, and communicate in real-time using comments and notes.
- Reporting and Analytics: Streak CRM’s reporting and analytics tools allow users to track their real estate performance and make data-driven decisions. Users can view detailed reports on property activity, client activity, pipeline performance, and team performance, helping them to optimize their sales process and drive results.
Overall, Streak CRM’s CRM for Real Estate feature provides a powerful set of tools for managing real estate properties and clients, improving collaboration, and driving sales. With property management, client management, pipeline management, collaboration tools, and reporting and analytics, Streak CRM is a valuable platform for real estate agents and brokers looking to manage their sales process more effectively and drive successful real estate transactions.
Streak CRM Chrome Extension
The Streak CRM Chrome Extension is a powerful tool that can help streamline your workflow and improve productivity. Here are some ways in which the Streak CRM Chrome Extension can help you work more efficiently:
- Access to Streak CRM from Gmail: With the Streak CRM Chrome Extension, you can access all of Streak CRM’s features directly from your Gmail inbox. This eliminates the need to switch back and forth between multiple tabs or applications, saving you time and reducing distractions.
- Email Tracking: The Streak CRM Chrome Extension allows you to track your emails and see when your recipients have opened, clicked, and replied to your emails. This feature allows you to follow up with your recipients more effectively and improve your email communication.
- Pipeline Management: The Streak CRM Chrome Extension allows you to manage your pipelines directly from your Gmail inbox. You can view your pipelines, create new stages, move items between stages, and add notes and comments. This feature enables you to keep track of your sales or project pipelines more efficiently.
- Contact Management: The Streak CRM Chrome Extension allows you to manage your contacts directly from your Gmail inbox. You can view contact details, add new contacts, and create custom fields to track additional information. This feature helps you keep all your contacts organized in one place and easily accessible.
- Task Management: The Streak CRM Chrome Extension allows you to manage your tasks directly from your Gmail inbox. You can create new tasks, assign tasks to team members, and track task completion. This feature helps you stay on top of your to-do list and manage your workload more efficiently.
Overall, the Streak CRM Chrome Extension provides a seamless integration between Streak CRM and Gmail, allowing you to manage your pipelines, contacts, tasks, and emails more effectively. By reducing the need to switch between multiple tabs or applications, the Streak CRM Chrome Extension can help you save time, minimize distractions, and streamline your workflow.
Conclusion: Efficiently Streamline Your Business with Streak CRM
In conclusion, Streak CRM is a versatile and powerful tool that can help businesses of all sizes streamline their workflows and improve their productivity. Its intuitive user interface and seamless integration with Gmail make it easy to use, while its extensive range of features allows businesses to manage their sales, projects, partnerships, fundraising, support, hiring, and real estate needs efficiently.
The Streak CRM Chrome Extension further enhances its functionality by providing access to all of Streak CRM’s features directly from your Gmail inbox, making it a convenient and efficient solution for managing your pipelines, contacts, tasks, and emails. With Streak CRM, businesses can achieve better organization, communication, and collaboration, leading to increased efficiency and growth.
How much does Streak CRM cost?
Streak CRM offers various pricing plans starting from free for basic features. Their premium plans start at $15 per user per month.
Is Streak CRM suitable for small businesses?
Yes, Streak CRM is a suitable solution for small businesses looking to manage their customer relationship management processes efficiently.
Is there a free trial available for Streak CRM?
Yes, Streak CRM offers a free trial for their premium plans for 14 days.
Can Streak CRM be customized to fit my business needs?
Yes, Streak CRM offers a range of customization options, including custom fields and workflows, to fit the specific needs of businesses.
Can I import my data from other CRM software to Streak CRM?
Yes, Streak CRM allows users to import their data from other CRM software using CSV files.
How does Streak CRM billing work?
Streak CRM has different pricing plans based on the features and number of users. You can pay monthly or annually and easily upgrade or downgrade. Invoicing and payment are done online through the Streak CRM platform.
Pricing
Streak CRM Pricing
| Plan | Price per user/month | Suitable for | Features |
| Free | $0 | Individuals trying out Streak |
Basic CRM for up to 500 contacts, mail merge for up to 50 emails
|
| Solo | $15 | Single users looking for an all-purpose CRM |
Basic CRM for up to 5,000 contacts, mail merge for up to 800 emails
|
| Pro | $49 | Any-sized business looking to collaborate with a complete CRM |
Advanced CRM with unlimited contacts, mail merge for up to 1,500 emails, shared pipelines
|
| Pro+ | $69 | Any-sized business looking to collaborate with a complete CRM |
Advanced reports, automations, archived users
|
| Enterprise | $129 | Businesses who need customization and data validation |
Custom roles, data validation, priority support
|
Streak CRM offers a range of pricing plans to suit the needs of individuals, single users, and businesses of any size.
The first plan is the Free plan, which is designed for individuals who want to try out Streak for an unlimited period of time. This plan includes basic CRM features for up to 500 contacts, 50 mail merges, and email tracking.
For single users who need an all-purpose CRM, the Solo plan is a great option. It includes all the basic CRM features for up to 5,000 contacts, 800 mail merges, and link tracking.
The Pro plan is ideal for any sized business looking for a complete CRM with advanced features. It includes unlimited contacts, 1,500 mail merges, and shared pipelines.
The Pro+ plan is the most popular plan among businesses of any size. It includes advanced reports, automations, and the ability to archive users, in addition to all the features included in the Pro plan.
Finally, for businesses that require customization and data validation, the Enterprise plan is the best choice. This plan includes custom roles, data validation, and priority support.
To learn more about Streak CRM Pricing you can check our detailed pricing information.
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