Have you been meaning to upgrade your sales game with a crm, but still want to spend most of your working hours inside gmail? Worry no more thanks to CRM Streak, the pipeline management tool found within the Google email platform. This crm streak review will cover the pricing plans, the various features, and the pros and cons of this lightweight yet handy customer relationship management solution that was created specifically as a gmail chrome extension.
streak crm 2022 review: is streak crm any good?
As far as any gmail crm software goes, you want to know if streak crm is any good. Before we get ahead of ourselves, we’ll quickly say that yes, the streak is pretty good. As a CRM solution, it has proven to be quite resourceful for many types of businesses and industries, including real estate, fundraising, as well as internally for many departments such as sales, customer support, and even human resources (HR). Now to the review.
streak pricing plans (if this product has pricing plans, delete if not applicable)
First of all, how much does the streak cost? let’s take the prices of streak crm:
is there any crm streak coupon code or promotional discount vouchers?
As is clear from the pricing table, there is a 20% discount when you pay in advance for an entire year. As for other discounts like vouchers or coupon codes, you can search the web to get them from third parties. they can range from 20% to 60% off, but these deals are always changing.
what is streak for gmail?
streak crm is customer relationship management software designed to work within your gmail and with other google workplace apps (formerly g suite). It is an ideal crm for freelancers, startups and small businesses, especially since there is a free plan and an individual version that is quite affordable. streak crm has many useful crm features and other functionalities which we will cover in detail here. When it comes to crm solutions, if you are a gmail user, this is a great tool to streamline the business process.
how to use streak crm for gmail
streak is one of those crm platforms that scores relatively well when it comes to ease of use. That being said, it’s a good idea to follow the few but easy steps when it comes to setting up streak and using it as a crm tool located in your gmail inbox.
1. install crm streak plugin for gmail
streak crm is an extension. This means that you need to download the extension from sites like Chrome Web Store or Mac App Store.
add streak in chrome
To install the streak in chrome, visit the chrome web store. search for streak crm, and when you find the chrome extension, click on the option that says “add to chrome”. once this is done you will see the streak symbol within your google apps.
streak safari extension
Just like using streak crm with chrome, to install this plugin with safari, first visit the mac app store. once you find the streak plugin there, click “get” and then open the file once it is downloaded. then you will have the streak extension inside your google apps in safari.
2. customize your sales funnel
streak looks like a simple spreadsheet, but it is actually much more. the spreadsheet represents the stages of your business flow, for example: new lead, ongoing business, sale won or lost. but, to get the most out of this pipeline, you can easily customize its fields and columns.
3. create workflow automations
Once you’ve customized your pipelines, or even used some of the pipeline templates provided by Streak, you can start setting up automated workflows. these will take over simple tasks, like moving a lead through the sales process after certain events are triggered.
free vs paid streaks: what’s the difference?
Whenever a crm software has paid plans and free versions, you have to wonder what the difference is. and do I have to pay when I can use a free version?
The free streak crm plan gives you basic crm features such as 500 contacts (“boxes”), 50 mail merges, and email tracking and snippets. main crm tools include meeting notes, call logs and attachments. there are no shared pipelines on the free plan, making it less than ideal for teams.
When you look at the paid versions, you immediately see that the individual plan gives you 5,000 contacts and 800 mail merges per day. you also get email support from streak.
At the more premium tiers, like the pro tier, you get even more features. there are unlimited mailboxes (their term for contacts or other crm data moving through the pipeline) and 1500 mail merges per day. You also get team email sharing, basic permissions, and finally a standard api. the enterprise plan gives you a webhook api and streak priority customer support.
streak crm for gmail feature list
the main features of streak crm are:
-
streak inbox
streak mail combination
flow pipes
managing tasks in sequence
streak asset management
stripe thread separator
follow up send later
streak project management
streak trading development
streak integrations
1. inbox streak
the streak inbox lives inside your gmail, but it’s capable of much more than the typical google email functions. Contact information from email threads can be automatically classified into CRM data. plus, you can also use this as a shared inbox between your team. there is also an email tracking that notifies you when an email is opened. other powerful email tools include email templates.
2. streak mail merge
Mail merge is very useful for email marketing and even for tracking sales. this tool allows you to send the same email simultaneously to many recipients. Plus, this feature includes automatic follow-ups to make sure your email blasts get through.
3. channeling streak
With the streak, there are private pipes and shared pipes. you can use pipeline templates or customize your pipelines and share them with your team. they can be quite simple and colorful or contain a lot of data and key fields.
4. streak task management
streak manages tasks in a tool they call “next”. This is a simple and straightforward way that the streak allows you to organize all of your upcoming tasks. can be set to show you exactly what your daily tasks are or what are the top priorities on your to-do list.
5. asset management streak
steak crm can also be a basic cms, that is, a content management system. you can upload assets such as content, documents, mockups, and proposals and attach them to certain projects. this is great for collaboration and recycling old content for new purposes.
6. striped thread separator
sometimes gmail can merge conversations that don’t really go together. stripe has a thread divider that helps you classify those fake merged email threads for clarity. It’s also great if a member of the sales team has an email thread with a customer and has a separate support issue, they could split that email thread to another department.
7. send later streak
Just because now is the time you feel writing your email is the best doesn’t mean now is the time to send that email. With Streak CRM, you can plan and draft emails and then schedule them to be sent at a later date and time. When you schedule emails, they will wait patiently in your gmail drafts folder. there is also an email snooze feature, where you will receive a notification before it is sent.
9. project management streak
streak has a lot of project management features that are great for things like product development. can be used across multiple teams to keep track of who is responsible for what tasks and what kind of deadlines each is working on.
9. commercial development streak
Building and developing your business is more than just customers and sales. it’s about developing lasting partnerships. For this, the streak has some robust permission features where managers and team leads can grant different access to various content and projects. This is very useful when you need to invite people from outside your team or organization to participate in a project.
10. streak integrations
streak offers a standard api and a webhook api for developers to further customize their streak experience. otherwise you can connect streak to many other apps with zapier, for example social media ad platforms like facebook ads for leads or other tools like google sheets.
pros and cons of streak software
so the streak is among the best crms? To answer that, we need to unpack the pros and cons. These are the pros and cons of crm streak:
streak crm benefits
The first clear benefit of CRM Streak only applies if you are already doing a lot of business and networking with Gmail. it is a perfect integration both visually and functionally.
next, streak workflows are pretty easy to set up, but still powerful in their perks. this really gives your organization and efficiency a competitive edge.
Email tools are a lot of fun and surprisingly productive. Major ones include mail merge, send later, snooze, thread splitting, and more—a big plus for email marketing.
As mentioned above, the streak is strong when it comes to verticals and specific use cases. there are many great ways to use this crm if you are in real estate or organizing a fundraiser.
streak crm disadvantages
This is the obvious flip side of the streak’s main advantage for gmail users: if you don’t use gmail, this crm software will be of little to no use to you. streak is only for google workspace (formerly g suite).
streak lacks other features you might expect from a broader crm solution. it lacks the tools for proper marketing campaigns that are not email based. And while it can be used to organize a customer support ticketing system, it’s far from the best crm for the job.
Finally, streak reports are only available with the most expensive plans. For more robust analytics and sales forecasts, you may need to shop elsewhere.
crm complaint streak & accolades (real streak review data)
You don’t need to take our word for it, so here’s a roundup of selected crm streak reviews from its users off the web.
many gmail users praise the ease and speed with which they can set up the streak plugin. it takes a second and you are up and running with it. email tracking always ranks highly among regular users, as knowing when someone has opened an email is a great way to track and close that deal. Other positive online reviews mention the iOS and Android mobile apps as very efficient and smooth.
When it comes to a negative review summary of racha.com, here’s what some less-satisfied users have to say: Clearly, some are unhappy that it doesn’t work with other email systems like hotmail, but they should have been better informed. otherwise, many complaints are about the limitations of the free or individual plans, and how the best team collaboration features are still a bit pricey, for example having shared pipelines and team email sharing.
streak support review
Customer support for the streak depends on the pricing plan you subscribe to. There is simply zero personal support if you are on the free plan, although there are online help resources as well as a youtube channel. the solo and pro plans have email support, and many online reviews have complained that it can be slow to get a response. the enterprise plan gives you priority support, but there are few reviewers who have this plan and can comment on streak support.
is streak crm worth it? our conclusion
In summary, the streak chrome extension is totally worth it if the following describe your needs: you use gmail, you work alone or have a small team, you only want basic crm tools and email is your main avenue of creation networking and sales.
frequently asked questions
Is racha a legitimate company?
streak is a totally legitimate company that makes a basic customer relationship management extension for gmail and other google apps. there is a free version for those who are reluctant to become paying subscribers from the start, which should convince you that this is legitimate software.
is it safe to use the streak?
streak crm for gmail is very safe to use. For example, Stripe does not use your personal information or CRM data for trading or selling. it also removes all data from your system once you no longer use it in a project or product.
does streak work on iphone?
streak crm works on ios devices like iphones (as well as android phones). Gives you instant access to your pipelines within the gmail app on your iphone. you can group emails and track emails, as well as other collaboration features, such as sharing pipeline information in a team.