Streak CRM for Gmail is a fully embedded customer relationship management (CRM) software that integrates directly with your Gmail. Streak helps you to organize and manage your customer data right in your inbox. You can have all your customers’ data in one centralized location and update it anytime with Streak CRM.
Besides customer and prospects data, you can use Streak to manage projects, sales, and inventory processes. Streak CRM is used by the retail industry, the banking industry, hotels, financial services, insurance companies, agricultural and insurance corporations. These are industries that deal with customers regularly. Streak CRM lets you achieve your business goals and satisfy your customers more efficiently and seamlessly.
Ease of use
Value for Money
Starting from: $19per user/month
Pricing Model: Subscription
Yes, has free trial
Yes, has free version
- Integrates easily with Gmail inbox
- Efficient email tracking
- Easy to use
- Tracking business processes
- Import data easily from Excel
- Features are easily accessible
- Custom Stages and Color Coded allow you to plan and track your campaigns efficiently
- Easy email scheduling
- It provides real-time email notifications
- Poor user interface
- Limited features
- It doesn't integrate with some tools
- Small business
- Medium business
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
Streak CRM for Gmail
Streak CRM for Gmail allows you to synchronize your customers’ data and manage it all in your Gmail. Instead of moving back and forth from one app to another, you can carry different functions out from your Gmail inbox. For example, you can use Streak for CRM, email support, sales tracking, hiring process, event planning, product management, fundraising, and more.
Streak CRM Gmail takes charge of all your CRM to make your business run smoothly. Furthermore, according to Streak CRM review, the app boasts powerful email tools that tell you when an email is opened or read. As a result, anyone can use a streak without prior knowledge. If you know how to operate a Gmail, Stream CRM wouldn’t be a problem.
What is Streak CRM?
A streak is a cloud-based software that uses a sales email tracking tool for Gmail. Streak CRM for Gmail runs directly from your inbox to manage all your business processes in one place. Managing your business relationship with customers can be overwhelming, sometimes with millions of other things to do. Thankfully, CRM Streak offers a seamless way to integrate all data without moving away entirely from your Gmail. In addition, it is a reliable solution that explores great options to automate your workflows.
Streak CRM features functional email tools to simplify your business operation. For example, these tools include view tracking info, snooze, email schedule or send later, mail merge, snooze, snippets, and thread splitter. Streak is solely not for email communications with customers and prospects. Instead, it prioritizes emails based on the different stages they are in. It is called CRM for Gmail because it is primarily designed for Gmail users.
The CRM platform is perfect for small businesses and freelancers. However, prominent corporations use it to send bulk emails to their subscribers, track email views, schedule emails, create unique email threads.
How to Use Streak CRM
The first step to enjoying the CRM benefits is to install and set it up on your computer. Then, head to Streak.com to get the software. The Streak CRM chrome plugin makes it easy to integrate the app with your device. Or you can use the extension for another browsing app if you don’t use Chrome.
Also, there is an add-on for Gmail, which leads you directly to your inbox. Once you get to your inbox, sign in to Streak CRM with your Gmail account automatically. After giving it permission to use your data, you will notice your Gmail has a new face with new features that weren’t there.
Just from your Gmail inbox, you can see everything you need to manage your business workflow. You can explore many of the features and tools to see how they work. For instance, the Pipeline feature in your inbox allows you to manage and conduct sales processing, customers, hiring process, project, support ticket, and essentially everything about your customers’ journey. You can create pipelines, add contact numbers and details effortlessly.
In conclusion, instead of having a cluttered Gmail inbox, you can use Streak to organize all your messages into Gmail, Files, tasks, contacts, call logs, comments, and more.
Streak CRM Features
The interface is well arranged and outlined, allowing team members to collaborate since it extends Gmail’s familiar layouts that users can navigate easily.
Get real-time notification of when your recipients receive your emails. Also, you can follow up on those who miss it to have access to the information.
Data and information tracking
Track information about your pipelines, contacts, and tasks directly in your inbox.
Set a particular time for your email to be viewed by customers. You can also edit or cancel scheduled emails easily from your draft.
Instead of wasting time writing new messages or replies, you can use snippets to insert commonly written messages like thank you into your mails through shortcuts and shareable among your team. Also, you can use the mail merge tool to send group messages templates with stored data variables from your pipelines.
When you notice that conversations or topics have changed, you can split similar emails into a certain group to avoid getting confused.
Customizing and personalizing customer data with every email you send is time-wasting. Mail merge makes that easy by allowing you to personalize mass emails with users’ names and data. You can also import this information from pipelines and preview how your recipients will view the message.
Other Streak CRM features include:
- Custom permissions
- Email filters
- Consolidated billing
- Webhook API access
- Custom columns/fields
- Data recovery service
- Exclusive phone support
- Import and Export capabilities
- Magic columns
- Linked boxes
- File attachments from Google Drive
- Advanced Zapier integration
- Mobile access (iOS)
- Saved email views
Streak CRM Pricing
Streak CRM pricing is reasonable when compared to other apps plans. First, they offer first-time users a free trial that allows them to basic CRM 500, 50 email merges, and exclusive email tracking. All these are without any payment or request for a credit card. Their upgraded plans are in three categories: Solo, Pro, and Enterprise.
Try Streak for an unlimited period
- Private Pipelines
- 500 Boxes
- 50 per day Mail Merge
- Email tracking & Snippets
- G Suite integrations
- Mobile access
- Core CRM
All-purpose CRM for single users
- Everything in FREE, plus:
- 5000 boxes
- 800 per day Mail Merge
- Email Support
Complete CRM for any sized business or team
- Everything in SOLO, plus:
- Shared Pipelines
- Unlimited Boxes
- 1500 per day Mail Merge
- Advanced CRM
- Integrations & API: Standard API
- Basic Permissions
Deep customization & data validation for businesses
- Everything in PRO, plus:
- Data validation
- Integrations & API: Webhook API
- Custom Permissions
- Priority support
- Custom billing
- Security questionnaire
See all Features
Solo paid plan
The Solo paid plan stands to be the most suitable and appropriate for single users, small business owners, and professionals seeking a functional CRM package. This Streak CRM pricing begins at $19 per user, and it offers basic CRM up to 5000, 800 mail merge, and email tracking.
Pro paid plan
This plan is suitable for established businesses and teams that need a complete CRM solution in their corporations. It goes for $59 per month. It features an advanced CRM, shared pipelines, 1500 mail merge, and email tracking. There is a 14-day trial to explore the plan before making a final decision.
Enterprise Paid Plan
The enterprise paid plan is for large businesses and companies looking for sophisticated and deep customization and data validation of their users. It goes for $159. Some of its unique features include all the features in the other plans, custom permissions, data validation before working on it, high priority support for users who need help at any point.
How much does Streak cost?
You can try them out at first. However, if you want to upgrade, you will need to pay a fee depending on your business goals. For instance, the platform has a paid plan of $19, $59, and $159. Streak also offers a 20% discount if you choose to pay upfront for a year.
Streak CRM Integrations
The pleasure of any CRM is to allow the user to do a lot from your inbox. Streak CRM integrations allow you to synchronize with many popular apps. That way, you can easily automate your workflow and have more time for other aspects of your business.
Besides your Gmail, you can integrate the CRM with your Google sheet, Google Calendar, Google contacts, Facebook Lead Ads, and Mailchimps.
Streak CRM Alternatives
There are other functional Streak CRM alternatives for you. They help you organize your emails and improve your business brand through excellent customer management. Check below for suitable Streak alternatives:
- Agile CRM
- Salesforce Marketing Cloud
- Keap (former Infusionsoft)
Streak CRM Review Conclusion
Email is still one of the best direct forms of communicating with customers and prospects. It can determine the success or fall of your business. When you don’t manage your Gmail well, you risk losing many sales opportunities. Luckily, Streak CRM for Gmail helps business owners manage their customer’s data most efficiently.
The CRM helps you organize your Gmail, manage your customer’s data effectively, collaborate with your team, and prioritize your workflow. Right from your inbox, you can improve your customer service without any brand awareness. For instance, you can send bulk emails, schedule emails, track emails, sales processing, and your general business.
A centralized location like Streak CRM ensures you achieve your business goals without compromising excellent customers support systems. The digital world is moving at a fast-paced speed. If you want the best for your business and your customers, you should consider Streak CRM. It provides a free trial and paid plans with great features and tools to fully automate your workflow.