Streak

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Streak is a CRM platform that seamlessly integrates with Gmail, allowing users to manage business processes, track customer interactions, and streamline workflows directly from their email inbox without the need for external tools. This tool is designed to enhance productivity and efficiency for businesses by enabling them to manage sales, support, hiring, and project management within Gmail.

Key features

Email Tracking

Track email opens and view detailed insights into how recipients interact with your emails. Know exactly when your emails are opened and which links are clicked.

Tasks and Reminders

Create tasks and set reminders to follow up with contacts, ensuring you never miss important deadlines or forget to respond to crucial emails.

Custom Views and Filters

Filter and segment your data using custom views. Organize and prioritize information to see what matters most at a glance.

Team Collaboration

Collaborate with your team seamlessly by sharing pipelines, emails, tasks, and information. Ensure everyone on your team is on the same page without leaving Gmail.

Pipelines

Use customizable pipelines to track different types of workflows such as sales, support, hiring, or project management. Easily visualize and manage each stage of your process.

Automatically Logged Data

Automatically log communication data to your pipelines without needing to manually input details. This includes email correspondence, call logs, and meeting notes.

Mail Merge

Send personalized mass emails to multiple recipients at once. Use custom templates to ensure each email is tailored to the recipient.

CRM Integrations

Integrate Streak with other tools and services you use, such as Google Apps, Zapier, and more, to create a cohesive workflow across platforms.

Pros

Email Productivity Tools

Features like email tracking, mail merge, and scheduled sends enhance email productivity, helping users optimize their communication and follow-ups.

Seamless Integration with Gmail

Streak works within Gmail, allowing users to manage CRM activities without leaving their email inbox, leading to a more streamlined and efficient workflow.

Automations

Streak's automation features, such as automatically logging data and setting reminders, help reduce manual data entry and ensure important tasks and deadlines are not missed.

Cost-Effective Solution

For businesses looking for a powerful yet affordable CRM solution, Streak offers various pricing plans that cater to different needs and budgets.

Collaborative Capabilities

Streak facilitates teamwork by allowing users to share pipelines, tasks, and emails, ensuring that team members stay coordinated and have access to the same information.

Customizability

Streak offers highly customizable pipelines, fields, and workflows, enabling businesses to tailor the CRM system to their specific needs and processes.

Ease of Use

Streak's user-friendly interface and intuitive design make it accessible for users of all skill levels, reducing the learning curve associated with CRM software.

Integration with Other Tools

Streak integrates with other essential tools and services, such as Google Apps and Zapier, providing a cohesive experience and enabling smoother workflow automation.

Cons

Data Privacy Concerns

As Streak integrates deeply with Gmail, some users have concerns about data privacy and security, particularly for sensitive business information.

Dependency on Gmail's Performance

Streak's performance and reliability are tied to Gmail's performance; any issues or outages with Gmail can directly impact the usability and effectiveness of Streak.

Limited to Gmail Users

Streak is exclusively designed for Gmail, limiting its usefulness to businesses and individuals who use other email services.

Complex Setup for Advanced Features

While basic features are user-friendly, setting up and configuring advanced features can be complex and may require a significant amount of time and technical knowledge.

Feature Limitations in Free Plan

The free plan offers limited functionality, which may not be sufficient for businesses with more advanced CRM needs, necessitating an upgrade to a paid plan.

Lack of Advanced Analytics

Streak offers basic reporting and analytics, but it lacks more advanced data analysis and reporting features that some businesses might need for deeper insights.

Email Overload

Managing CRM within Gmail can contribute to email overload, as all interactions and workflows are tied to the email platform, potentially increasing inbox clutter.

Mobile App Limitations

The mobile app is less robust compared to the desktop version, lacking some features and functionalities, which might hinder productivity for users on the go.

Frequently asked questions

How do I install Streak?

You can install Streak by visiting the Chrome Web Store, searching for Streak, and clicking on the 'Add to Chrome' button. Once installed, you'll need to grant permissions to enable Streak within your Gmail.

Is Streak free?

Streak offers a free plan with limited features. For more advanced features and greater functionality, Streak provides various paid plans that cater to different business needs.

Does Streak offer mobile support?

Yes, Streak offers a mobile app for iOS and Android devices. However, the mobile app has fewer features compared to the desktop version and some functionalities may be limited.

Is my data safe with Streak?

Streak takes data privacy and security seriously, implementing industry-standard security measures to protect your information. However, as with any integrated service, users should review Streak's privacy policy and terms of service to understand how their data is used and protected.

How does email tracking work in Streak?

Streak's email tracking feature allows you to see when your emails are opened and which links are clicked by recipients. This provides insights into recipient engagement and helps you follow up more effectively.

Can I use Streak with my team?

Yes, Streak supports team collaboration. You can share pipelines, emails, tasks, and other information with your team members to ensure everyone stays coordinated and informed.

How do I get help and support for Streak?

Streak provides various support resources, including a knowledge base, tutorials, and customer support through their website. You can also reach out to Streak's support team directly for assistance with specific issues.

What types of workflows can I manage with Streak?

Streak is highly customizable and can be used to manage various workflows such as sales, customer support, hiring, project management, and more. You can create and customize pipelines to suit your specific business processes.

What is Streak?

Streak is a CRM platform that integrates directly with Gmail, allowing users to manage business processes, track customer interactions, and streamline workflows from their email inbox.

Can I use Streak with email services other than Gmail?

No, Streak is designed exclusively for Gmail and is not compatible with other email services such as Outlook or Yahoo Mail.

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  • Supported Languages

    en
  • Licensing

    Proprietary

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