Streak reviews

Essentially, Streak is a plugin for a browser that superpowers your Gmail. To start out deploying it, just install the plugin, then start your Gmail inbox and you will find it prepared to work. It'll first ask you what you would like to observe in Gmail: traditional CRM leads and discounts, fundraising prospects, storyline leads, potential hires, email support, plus more. Any business process that revolves around email is a perfect fit.
Once you've created the first pipeline, go on and use Gmail as normal, and you will start realizing little Streak extras during your experience. You will likely notice a few email boosting features first. There's a fresh option if you are reading email messages to "snooze" an email, which goes it out of your inbox and then brings it back at the same time you set - if you are a zero inbox fan (like myself) you will love that feature. That is clearly a great way going to inbox no and ensure you get your distractions taken care of, but still be sure to start to see the email by enough time you need to answer it. Then, if you are writing emails, you will see an identical option to program when a contact will be sent--a smart way to write e-mail in advance and also have them get there on time.

No real drawbacks that I can see. If the mobile app was to be connected to Gmail and it was possible to see the email tracking that would be a nice addition.

It's very difficult to get any tool for free and streak does it with no strings attached. Now you can easily track emails and send attachments via streak. Best part of streak being you can integrate it with gmail and easily classify them.
The eye icon is exciting and turns green when a person has opened his or her email. I like the fact you can categoris data.

It occupies entire Gmail. UI can be a bit better.
Like I need to scroll to see how many opens have been made by clicking the eye icon.
No other cons so far.

easy to use and setup, integration with Gmail, but it' a toy

Support is completely inexistent, they do not answer AT ALL or send canned answers without any brain in them. We are on a paid Pro plan and we have been consistently experiencing this problem for one year. Going to appoint a lawyer to get our money back.

1. No need to leave your email front-end to manage your customer interactions
2. You can customize stages and pipelines in any way you want - no limitations on pipelines
3. Easy to enter meeting and call notes
4. Easy to select the case box from each email
5. Read receipts for Gmail - Extremely Useful!

1. Colour-coding to distinguish emails and stages does not work when you have many cases in the same stage/colour.
2. It becomes very slow if you are having many emails tagged
3. It does not load the pipelines quickly and it takes time to refresh

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.

Integrating my Gmail with Streak is very smooth and calling and managing my email data. It work directly from the Gmail application and no other additional software are needed. I can track the most important email and conversation and monitor it better.

It work quite slow and sometime it will crash the Gmail software. It just need to reopen or refresh the software back, but it is quite annoying after it happen quite frequently. The customer support also very slow in writing back all the inquiry email that i have sent.

It is hard for a recruiter like me to update all candidates one by one via email regarding the next steps of their application. It is also emotionally and physically draining for me to notify them regarding their failing interviews one by one, but when I discovered Streak, I was able to do mass email but still in a personalized way.

Streak enabled me to tweak each email template such as the subject of my email, the next steps of their application, and also the names of the addressee by just editing a .csv file. It made my recipients feel that it is personalized even if it is really a mass email.

I also like the fact that I can monitor who opens my sent emails, and also Streak enabled me to schedule email blast which is very helpful for me since I don't need to make a reminder anymore - I can just do it in one sitting.

I don't have anything to complain of wit this software. Maybe what I least like is that whenever I use a different computer or laptop, I need to reinstall to chrome and to run the Streak application again.

In a corporate recruitment, we seldom update candidates that they are not a good fit for the role not because we forgot it but because it is tedious to update them one by one.

I discovered Streak, and that bottleneck and bad practice was put to an end in our firm. Streak helped me send 100 turn down emails in a snap. By using a .csv file I was able to tweak the email template I am sending tailor fitted to the addressee, to the role they have applied, and what next steps should they watch out for.

With Streak, I was also able to know as well if the candidate has already opened the message, and it is a good way to establish a relationship to candidates.

The only thing I don't like about Streak is that since it is a chrome extension, if I am using a new device like laptop or computer, I need to reinstall the chrome extension again. That is understandable since that is a different device.

A really intuitive introduction to CRM Software. I loved that I could add all different email threads to one "Box" and that I could write notes and reminders connected to that box. Lots of drag and drop features, easy editing, lots of customizing with colours etc so that you can really make it your own

It seems to be difficult to select multiple emails and add them to a box. If just two boxes it seems fine but often it is a matter of wanting to select 3 or more and for this, it just does not work. Customer service was a bit all over the place too - some replies VERY technical and somewhat abrupt and with lots of different names/contacts.

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 is awesome and the best in class for email integrated CRM, particularly small businesses that work on gmail. It has a clean excel like interface & they developed an App and gave it in free version very early on.

It is something every self employed must use and can use. It is a no brainer, goto CRM, compared to all other CRMs out there. We evaluated many CRMs 10 years back, when we first started with Streak.

For a small company to get onto the paid version, the starting plan is a little expensive for small team. They should make it cheap for upto 3 employees, so a lot more small companies can afford it.

They limit upto 50 boxes for leads on free version, that is a little too less, because not all leads are able to convert. With a little ads, you actually get a lot of leads, so a minute of 100 leads should be allowed.

Also on the free plan, they don't allow you to share the pipeline with someone above 50 leads, they should allow to share with tleast 1 employee so that it doesn't cripple a small biz and they dont' go hunting for a new crm.

Streak doesn't have good videos to boot-up a new customer quickly.

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.

It is built in to Gmail - you open your inbox and you're up and ready to work.

It loads. Most of the time. Sometimes it takes forever. They were often experiencing difficulties and Streak could not be accessed. It also constantly bugged me to install Streak for all accounts, even though only one Gmail account had access to it.

After spending well over a year trying to set up Salesforce, my company -- a small team of 15 -- finally gave up and decided to go with Streak instead. Especially for a business of our size, Streak was definitely the better option. It's lightweight, was far quicker to implement, and we immediately saw improvements in our efficiency and ability to track leads.

Further, we mostly got our leads via conferences and word of mouth, so we managed both inbound and outbound leads in our email inboxes. For this reason, we loved that we could track our leads from within our inbox using Streak -- no tool switching!

I could see us possibly outgrowing it if we were to have a more complex business, but don't have much to say about its downsides.

Great for a visually minded person! I set up my Sales pipeline in rainbow order colors. As an artist, I am very color-motivated. I can see an overview of the progress of each lead to developing the quote, invoicing, paid, in progress in the studio, made, shipped, and follow up for thanks. Each client has their own box where I can put all their gmail communication, and image files and documents are extracted so I don't have to hunt for them. I use the free version, and and as a solopreneur haven't had the need for the functions more suited to a larger company with employee teams.

I wish the boxes showed up in my gmail on all my devices. I use Streak on my desktop, and the app for Android doesn't get good reviews.

Streak is easy to set up and creates a highly visual, colorful pipeline that inspires you to take action. Fillin in details is super-simple and intuitive it mostly happens in a single grid on one page. However, you can drill down when needed. Its full integration with Gmail allows teams to use other tools like Boomerang and Evercontact. The free version of Streak is great for a single person getting started.

The price jump from free to paid is a big step. Would love to see an intermediate step for smaller clients who want to come on board with team members.

It keeps my entire CRM in my inbox, saving me a ton of time. It also has a ton of amazing automated features like 'Date of Last Email' that automatically calculate my last interaction, and then allow me to filter on that later. It has things I didn't even know I needed! My entire team uses it and we can share pipelines across email addresses. It's how all CRMs should be--live directly in your inbox (with you an integration, with out an additional data entry step, it practically does the data entry for you!).

It's not super intuitive. Every time I want to set up a new feature I can't just play around with it, I have to watch a video for fear of messing something up or because it's not super clear as to how it works. It's also a bit pricey for a small solo-preneur.

I've checked out many CRMs but they are generally set up for teams. This one has team functionality, but I don't need that. I need to be able to track customers, leads, and orders just for myself! I also sell a lot through Etsy, so my order emails and client contacts are all under their email. With most automation, that would mean that it would be lumped under one contact, but with Streak's excellent use of "Boxes", I'm able to sort even those emails and track specific orders on an individual basis. Plus, since it's private, Streak doesn't charge me.

Figuring out how this would best work for me is always the biggest challenge, but after watching their on-demand setup video, I was able to sort it out. Sometimes the language used for specialized software is out of my vernacular, but it's fairly easy to pick up. I'm not yet seeing many cons.

I really love how simple it is. I explain to the team its like a sophisticated spreadsheet. It gives reminders and simple reports which is everything I need. Best part is it lives in Gmail.

I wish the mobile app was better. Also having a few more options and better contact management would be great. Automatic email filters would be amazing rather than always adding things to boxes.

It was an inexpensive way to maintain a database of clients and their needs. It also integrated into Gmail which made it easy to use because we didn't have to open one more tab.

It was slow, sluggish, it took ages to do anything. It would randomly go down and stay down for half an hour or more.

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 found this add on in the google play store. I began to use it as an example to my students in college of how integrate your email account with tools that allows to creat a crm environmet, mail tracking and review you work flow activities

You must have some sort of experience using sales pipelines or crm magament bacground to fully understand this platform

Man, where do I start? It's great for some many different things: email open notices, snoozing messages, etc.

Most importantly for me is dealflow. Staying on top of interesting opportunities is critical and Streak makes it easy. I also love the "Magic" boxes that show last time an email was sent related to a box. Helps me know when things might need a "nudge" to get back on schedule.

Nothing. I mean, I wish it was free (haha), but really have nothing to complain about. Think they're really good at integrating feedback too.

When it works its a great behind the scenes application that has some valuable tools. I do like the notifications and the email templates that i can select for sending invoicing and client communication even if its not myself sending the emails.

It always signs me out which I dont notice till after I have sent an email and am no longer about to track it. It is really expensive to integrate my 3 person team which is why i haven't done it yet. I wish I could hide the pipelines if I wanted to as well.