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Streak Logo
Streak
Streamline Your Sales Process
4.5
(225)
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Streak Reviews & Product Details

Streak Overview
What is Streak?

Streak CRM is a customer relationship management software built specifically for Gmail. This adds a layer of convenience to your processes as it helps minimize the need to jump between tools. The platform is a well-known solution for CRM, powerful conversion tracking, and delivering accurate engagement reports. Thanks to various email tools as well as available templates, users can deliver professional and personalized emails and implement mass email marketing campaigns.

Company Streak CRM Inc.
Year founded 2011
Company size 11-50 employees
Headquarters San Francisco, CA, United States
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What Streak is best for?
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What are the pros and cons of Streak?
Streak Product Details
Capabilities
API
Segment
Small Business
Mid Market
Deployment Cloud / SaaS / Web-Based, Desktop Chromebook, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Streak Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Streak Media
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Streak Screenshots
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: December 09, 2024
Streak Logo
225 Streak Reviews
4.5 out of 5
Small Business (50 or fewer emp.)
Aug 17, 2021
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Email organization done easy"
What do you like best about Streak?

Love love love the interface once you get going. The idea that it is right where you are already working is super helpful.

What do you dislike about Streak?

It does take a bit of time to get used to the layout. I think this is a positive eventually but took me a few.

What problems is Streak solving and how is that benefiting you?

I am solving my follow up. Just very easy to keep track of what I need to do

Small Business (50 or fewer emp.)
May 18, 2021
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Adaptable But Not Always Playing Nice with Other Apps"
What do you like best about Streak?

We've built our entire customized CRM with Streak. It's kind of like building with legos rather than building something from a kit, so it's been fun to create systems that meet our unique needs. We like that it lives within Gsuite email, too.

What do you dislike about Streak?

Sometimes Streak is down. Sometimes it seems like it can't handle the amount of data we want to store on there. Glitches are frequent. We have to find workarounds or ask Streak for assistance when it misbehaves. I'm not certain if we were choosing again today that we would go with Streak, since everything else seems more designed for HubSpot or Salesforce.

What problems is Streak solving and how is that benefiting you?

We're building systems to both track leads, current customers (regular ole CRM stuff), and we're also using it for a lot of internal tracking and communication between teams for things like hiring and random initiatives, like chosing grant winners. People across teams can share and read relevant emails . It's become an information hub for our data, and usually does as intended. We use it with Zapier for lots of automation.

Small Business (50 or fewer emp.)
Oct 29, 2019
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"been using it for 4+ years"
What do you like best about Streak?

seamless easy integration with gmail, ability to track important emails and know if the email has been opened.

What do you dislike about Streak?

they've recently put limits on the free tier on how many messages you can track per month. 200 is a decently high limit but now quite enough for my needs

What problems is Streak solving and how is that benefiting you?

More impactful follow up emails for setting appoints, the pipeline feature for tracking leads would be useful if was strictly doing sales.

Small Business (50 or fewer emp.)
Jun 17, 2019
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"User-friendly CRM with Great Email Tracking"
What do you like best about Streak?

The ability to use Streak seamlessly with the Gmail suite is invaluable for my company. Tracking email conversations, attaching them to different accounts, and allowing us to be in-the-know helps with company cohesion!

What do you dislike about Streak?

Streak has on more than one occasion gotten out of synch. All of the information for one box was perfectly lined with another box, and it took several days to get back on track. Customer service was very apologetic and helpful, but it did take several days to reset.

What problems is Streak solving and how is that benefiting you?

Aside from the asynchronicity, Streak occasionally gets disconnected from the server and doesn't save work. During large databasing projects, you can imagine how frustrating this is. I have, however, realized that Streak is a marvelous setup for productivity, and after training some new people on it, it is so user-friendly that the drawbacks are not big deals comparatively.

Small Business (50 or fewer emp.)
Jun 10, 2019
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Perfect for Gmail and for startups "
What do you like best about Streak?

Works hand in hand with Gmail, functionality, and ability to have tracking. Also email snippets

What do you dislike about Streak?

Auto add contacts not perfect, app isn’t good. Better on desktop.

What problems is Streak solving and how is that benefiting you?

Keeping all CRM in one spot. Easier to track emails

Small Business (50 or fewer emp.)
Oct 17, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Easy CRM Plug-In for Gmail"
What do you like best about Streak?

Streak makes it easy to quickly organize all of my leads within Gmail, so it's easy to navigate and integrated with my email easily. We can have different pipelines for different projects and it's simple for my manager to check in on the status of a project or remind me to follow up with a partner. Streak can also create follow up tasks for specific leads, which is a helpful too.

What do you dislike about Streak?

There should be a way to duplicate boxes! It's a pretty manual process to make copies of boxes for re-engaging previous partners and sometimes moving columns while viewing your pipeline can be glitchy. It's a new product, so I expect there to be tech fixes along the way as the product becomes more finessed.

What problems is Streak solving and how is that benefiting you?

It's a cheaper CRM solution for our team than Salesforce and it allows us to organize our Gmail inboxes in a shared and easily visualized way. It makes keeping up with email simpler because of the different views you can make. It's a deceptively powerful tool.

Small Business (50 or fewer emp.)
Apr 30, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Good for Small Businesses"
What do you like best about Streak?

Pretty intuitive. Able to track emails and keep all files in one place. Very customizable.

What do you dislike about Streak?

For our business, I wish there was a way to categorize a company without having to create a "stage".

What problems is Streak solving and how is that benefiting you?

Keeping track of outreach and sending timely followup emails.

Small Business (50 or fewer emp.)
Jul 28, 2017
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Streak CRM Review"
What do you like best about Streak?

- lightweight CRM - easy to use Gmail integration - great customer support - UX / UI is easy on the eyes - new features continue to roll out

What do you dislike about Streak?

- still in beta mode in a lot of ways (but their team is very supportive if you have questions) - can be clunky & slow to load sometimes (although we have a TON of data stored)

What problems is Streak solving and how is that benefiting you?

- streamlining sales team operations - more effective communication - better documentation

Small Business (50 or fewer emp.)
May 16, 2016
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Simple CRM for Gmail"
What do you like best about Streak?

No additional software required to install, and no more sites make this a great CRM tool for Gmail.

What do you dislike about Streak?

The interface could use a bit of work to make it easy to move between emails and the CRM elements.

What problems is Streak solving and how is that benefiting you?

Organizing customer information, files and email in one system helped speed up our sourcing process.

Small Business (50 or fewer emp.)
Jan 26, 2016
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great software to boost productivity"
What do you like best about Streak?

Inline with Gmail and everything is great

What do you dislike about Streak?

Conflicting UI sometimes so noobies are overwhelmed

What problems is Streak solving and how is that benefiting you?

Sales pipelining easier

Small Business (50 or fewer emp.)
Dec 12, 2022
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Used for managing dealflow"
What do you like best about Streak?

At a glance, I'm able to view several companies at a glance. Helps to organize and categorize companies in the pipeline.

What do you dislike about Streak?

There is one box for taking notes, but it doesn't save across different entries, so it's tough to record non-gmail related interactions (e.g. call notes).

What problems is Streak solving and how is that benefiting you?

Managing movements across the pipeline, categorizing groups of deals that require actions, share information and interactions with the rest of the team.

Small Business (50 or fewer emp.)
Sep 13, 2022
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Great for a light CRM solution"
What do you like best about Streak?

Streak is easy to use, and our team maximized the Email Snippet functionality the most, although there are other powerful functions in the tool, too.

What do you dislike about Streak?

Streak had a handful of functions that our team didn't use, so we couldn't find the right package tier that fit our needs. Unfortunately, we also couldn't export our snippets in a text-friendly format.

What problems is Streak solving and how is that benefiting you?

Email collaboration was the biggest win for us -- our team could share templates with one another across functions.

Small Business (50 or fewer emp.)
Oct 29, 2021
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Valuable but UX needs to be improved"
What do you like best about Streak?

The functionality is very helpful -- sending reminders, keeping inbox organized, and view tracking are all helpful functionalities.

What do you dislike about Streak?

I don't particularly enjoy the UX of Streak, it feels a bit clunky at times and wish it integrated more naturally into Gmail

What problems is Streak solving and how is that benefiting you?

View tracking to be able to understand when is best to follow up

Enterprise (> 1000 emp.)
Aug 14, 2021
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Streak is a viable CRM when operating under a small budget"
What do you like best about Streak?

I like that Streak can be integrated with Safari or Chrome. It is also available via mobile app. I also like that it is very informational when first getting started.

What do you dislike about Streak?

I dislike that Streak is no longer compatible with iPad. I primarily use my iPad Pro, so this limits my usage capabilities. I also don't like that everything on the app seems to be siloed. I'd like to see more features functioning together within the app.

What problems is Streak solving and how is that benefiting you?

Streak is a decent option if you are operating under a low-cost budget and cannot affort an expensive CRM. Its free option offers a Basic CRM of up to 500 contacts and 50 mail merges. It also offers email tracking capabilities via Gmail (which my company uses).

Small Business (50 or fewer emp.)
Dec 14, 2018
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Good lightweight CRM "
What do you like best about Streak?

The best thing about Streak is that it's built on top of Gmail and nicely integrated, so instead of having to use the clunky email interfaces of other CRMs like Pipedrive, you can just rely on Gmail. Integrations with Zapier can also increase the power of Streak.

What do you dislike about Streak?

The analytics capabilities are minimal, as are the bulk email capabilities if you're planning on sending large campaigns.

What problems is Streak solving and how is that benefiting you?

Easy to manage multiple pipelines for functions like BD, investors, sales, etc.

Small Business (50 or fewer emp.)
Mar 14, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Simple and Nimble - Great for all Sales & Marketing initiatives"
What do you like best about Streak?

I like that you can use with your Gmail and send mass emails and also have customizations within the email. I can track that someone has read my email; what time and location if available. I can create several projects and use it to track all of them easily as I can customize colors and add several stages. I also love that you can connect emails to a box (company or contact) and easily see everything in one place and all the communication and notes. Our team can use it to be prepared for the next meeting. You can also assign tasks and reminders for yourself.

What do you dislike about Streak?

I find the reporting section a bit complicated. There are no simple pre-prepared reports that helps me to analyze the projects and the boxes performance. If I sent a group email I cannot see in a report format, how many times the email was opened and read or interacted with.

What problems is Streak solving and how is that benefiting you?

Better communication between my management and our team. Also being able to use my email and enhance a lot of the small and big things but still be personable from my own gmail account. I can think more critically about my emails and also our projects as I see the whole picture right then and there. Also it helps my manager to see the work I am doing and it helps us communicate better about the effort and results.

Small Business (50 or fewer emp.)
Apr 05, 2016
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Great CRM tool for SMB"
What do you like best about Streak?

Te integration with Google Apps, allowing you to easily track email conversations and build your CRM without leaving Gmail.

What do you dislike about Streak?

Limited functionality relatively to an enterprise-level CRM. No automated workflows.

What problems is Streak solving and how is that benefiting you?

Small business CRM. Giving us a clear overview of our customer data and conversations.

Small Business (50 or fewer emp.)
Sep 13, 2021
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"Good integration, simple to use... but doesn't feel slick, and missing important features"
What do you like best about Streak?

Streak integrates well with Google environments. It is very simple to import and explore using spreadsheets.

What do you dislike about Streak?

It takes time to access Streak, since you have to log in to the correct Gmail account, and then wait for the pipelines to load. It would be much easier if there was a Streak website I could open directly. Most CRM platforms now incorporate a way to view data on a map (e.g. where the shops are located). Streak doesn't have any mapping/GIS function, so a user would need to find a third party mapping solution.

What problems is Streak solving and how is that benefiting you?

My goal was to track business development contacts through their onboarding lifecycle.

Mid Market (51-1000 emp.)
Oct 24, 2017
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"Decent CRM driven for Sales Pipeline Management"
What do you like best about Streak?

I like the convenience of being able to create "Boxes" really quickly.

What do you dislike about Streak?

To begin, there were no permission sets that we could use so that other individual contributors could not delete important information. Essentially everyone had the same permissions, which always made me nervous.

What problems is Streak solving and how is that benefiting you?

We used streak to manage our Customer onboarding process with our Customer Success Team. We were able to categorize our accounts really well, but could not do much reporting as it is very behind from efficient reporting.

Small Business (50 or fewer emp.)
Feb 17, 2022
 Source
Overall Rating:
2.5
AG
Verified Reviewer
Founder
Share
"Good for early stage, cant handle scale"
What do you like best about Streak?

A cost-effective CRM to start with. Easy integration with other regular communication platforms.

What do you dislike about Streak?

At scale, managing leads is a nightmare. Not at all user-friendly.

What problems is Streak solving and how is that benefiting you?

Lead Management.

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