Streak CRM for Gmail 2024: Review of Pricing, Pros & Cons

Meet Streak CRM, the perfect blend of a lightweight CRM system that operates directly within your inbox. Designed for individuals, small businesses, and teams working in sales, customer support, and project management, Streak is a game-changer for those who live in Gmail. It’s built to streamline everything from email tracking and sales pipelines to task management, all without disrupting your Gmail workflow.

In this Streak CRM review, we’ll break down its pricing, explore standout features, and assess if this simple yet powerful tool fits your needs.

Streak CRM review 2024: Is Streak CRM any good?

As far as any Gmail CRM software goes, you want to know, is Streak CRM any good? Before we get ahead of ourselves, we’ll just quickly say that Yes, Streak is quite good. As a CRM solution, it’s proven quite nifty for many business types and industries, among them are real estate, fundraising, as well as internally for many departments like sales, customer support and even human resources (HR). Now, on to the review.

Streak pricing plans (If this product has pricing plans. Delete if not applicable)

First of all, how much does Streak cost? Let’s take at Streak CRM pricing:

Is there a free Streak plan?

When it comes to Streak CRM, there’s been some confusion about its free plan. While long-time users might still have access to the old, free version, new users will need to explore the paid plans if they want to use Streak for their CRM needs. 

If you’re a new user hoping for a free option, your best bet might be the 14-day free trial on the paid plans. 

What is Streak for Gmail?

Streak CRM is a customer relationship management software that is meant to work inside your Gmail and with other Google Workplace (formerly G Suite) apps. It’s one of the best CRM tools for small business, startups, and freelancers.

Streak CRM has many useful CRM features and other functionalities which we will be covering in detail here. As far as CRM solutions go, 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 score relatively well when it comes to ease of use. That being said, it is a good idea to go through the few but simple steps when it comes to setting up Streak and using it as a CRM tool nestled in your Gmail inbox.

1. Install the Streak CRM add on for Gmail

Streak CRM is an extension. This means you need to download the extension from sites like the Chrome Web Store or the Mac App Store. 

Streak add on Chrome

To install Streak on Chrome, visit the Chrome Web Store. Search for Streak CRM, and when you find the Chrome extension, click on the option which says “add to Chrome.” Once that is done, you’ll see the Streak symbol inside your Google apps.

Streak Safari extension

Similar to using Streak CRM with Chrome, to install this plugin with Safari, first visit the Mac App Store. Once you search for the Streak plugin there, click on “get” and then open the file once it has downloaded. Then you’ll have the Streak extension inside your Google apps on Safari.

2. Customize your  sales pipeline

Streak looks like a simple spreadsheet, but in fact it is much more. The spreadsheet represents your deal flow stages, for example: new lead, deal in progress, sale won or lost. But, to get the most out of this pipeline, you can easily customize your fields and columns.

3. Build workflow automations

Once you’ve customized your pipelines, or even used some of the pipeline templates provided by Streak, you can begin setting up automated workflows. These will take over simple tasks, like moving a lead forward through the sales process after certain events are triggered.

Streak CRM for Gmail features list

The main features of Streak CRM are:

• Streak inbox

• Streak mail merge

• Streak pipelines 

• Streak task management

• Streak asset management

• Streak thread splitter

• Streak send later

• Streak project management

• Streak business development

• Streak integrations

1. Streak inbox

The Streak inbox lives inside your Gmail, but it is capable of so much more than typical Google email features. Contact info from email threads can be automatically sorted into CRM data. What’s more, you can also use this as a shared inbox among your team. There is also email tracking which notifies you when an email is opened. Other email power tools include email templates.

2. Streak mail merge

Mail merge is very useful for email marketing and even sales follow-ups. This tool allows you to send the same email simultaneously to many recipients. What’s more, this feature includes automatic follow-ups to make sure your mass emails get through. Streak now includes customizable mail merge fields and support for Gmail’s alias feature, letting users send emails from different addresses.

3. Streak pipelines 

With Streak, there are private pipelines as well as shared pipelines. You can use pipeline templates or customize your pipelines and share them across your team. Streak’s pipelines are highly customizable, and users can filter, sort, and group data to identify bottlenecks or prioritize tasks more effectively. Real-time syncing with Gmail ensures that pipeline data is always up-to-date.

4. Streak task management 

Streak does task management in a tool they call “Upcoming.” This is a simple and straightforward way that Streak lets you organize all your upcoming tasks. It can be set to show you exactly what your daily tasks are, or what your highest priorities are on your to-do list.

5. Streak asset management 

Steak CRM can also be a basic CMS, that is, a content management system. You can upload assets like content, documents, mock ups and proposals and attach them to certain projects. This is great for collaboration and for recycling old content for new purposes. Streak also integrates with Google Drive for easier document management.

6. Streak thread splitter 

Sometimes, Gmail might merge conversations that don’t really belong together. Streak has a thread splitter which helps you sort out those falsely fused email threads for better clarity. It’s also great if a sales team member has an email thread with one customer, and they have a separate support issue,  you could split that email thread to another department.

7. Streak send later 

Just because now is the time you feel your email writing is the best does not mean now is the time to send that email. With Streak CRM, you can plan and compose emails, and then schedule them to be sent at a later date and time. When you schedule emails, they will wait patiently in Gmail’s Draft folder. A snooze email function also exists, where you’ll get a notification before it sends.

8. Streak project management 

Streak has a slew of project management features which are excellent for things like doing product development. It can be used across multiple teams to keep track of who is responsible for what tasks, and what kinds of deadlines everyone is working on. 

9. Streak business development 

Building and developing your business is about more than customers and sales. It’s about developing lasting partnerships. For this, Streak has some robust permissions features where managers and team leaders can give different access to various content and projects. It’s very useful when you need to invite people outside your team or organization to chime in on 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 lead ads, or other tools like Google Sheets.

11. Streak CRM AI Co-Pilot

Streak CRM’s AI Co-Pilot offers automation features designed to streamline daily tasks for teams. By automatically logging emails, suggesting follow-ups, and providing real-time data insights, the AI Co-Pilot helps sales teams reduce manual input and focus on building customer relationships. Integrated with Gmail, it can also personalize email content and handle repetitive tasks, allowing teams to work more efficiently.

Streak software pros and cons

So, is Streak among the best CRMs? To answer that, we need to unpack the pros and cons. Here are the advantages and disadvantages of Streak CRM:

Streak CRM advantages

The first clear benefit of Streak CRM is only applicable if you are already doing a lot of business and networking with Gmail. It is a seamless integration both visually and functionally.

Next, the Streak workflows are quite easy to set up but still powerful in their advantages. This really gives your organization and efficiency a competitive edge.

The email tools are loads of fun and amazingly productive. Among the top ones are mail merge, send later, snooze, thread splitter, and more: A huge pro for email marketing.

As mentioned earlier, Streak is strong when it comes to specific use cases and verticals. There are many great ways to use this CRM if you are in real estate, or running a fundraiser.

Streak CRM disadvantages

This is the obvious flipside to Streak’s main advantage for Gmail users: If you don’t use Gmail, this CRM software will be of little to no use for you. Streak is only for Google Workspace (formerly G Suite). 

Streak does lack some other features you might expect with a more broad 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, the reporting in Streak is only available with the most expensive plans. As for more robust analytics and sales forecasting, you might need to shop elsewhere. 

Streak CRM complaints & praise (info from real Streak reviews)

You don’t need to take our word for it, so here’s a summary of Streak CRM reviews culled from its users off the web.

Lots of Gmail users praise the ease and speed with which they can set up the Streak add-on. It takes a second and you are already up and running with it. Email tracking is always well rated among Streak users, as knowing when someone has opened an email is a great way to follow up and close that deal. Other positive Streak reviews online mention the iOS and Android mobile apps as very efficient and smooth. 

When it comes to a negative Streak.com review summary, here’s what some less-satisfied users are saying: Clearly, some are unhappy that it does not work with other email systems like Hotmail, but they should have been better informed. Otherwise, many complaints are about the limitations of the plans and how the best team collaboration features, such as shared pipelines and team email sharing, are still a bit pricey.

Review of Streak support

Customer service for Streak depends on which pricing plan you subscribe to. The Pro plans have email support, and many online reviews have complained that it can be slow to get a response. The Enterprise plan offers you priority support, but there are few reviewers who have this plan and can comment on Streak’s support.

Is Streak CRM worth it? Our conclusion

In short, Streak CRM is a solid choice if you’re already committed to Gmail and are looking for a lightweight, easy-to-use CRM tool. It’s ideal for solo entrepreneurs, small teams, or those who don’t need a highly complex solution. Streak’s ability to manage pipelines, track emails, and streamline tasks directly in Gmail makes it convenient without overwhelming you with unnecessary features.

However, if your business grows or your CRM needs become more sophisticated, you may want to explore more advanced solutions down the line. For now, if email is central to your operations, Streak is more than capable of handling your CRM needs efficiently.

FAQs

Is Streak a legit company?

Streak is a fully legitimate company that makes a customer relationship management extension for Gmail and other Google apps.

Is Streak safe to use? 

Streak CRM for Gmail is very safe to use. For example, Streak does not use your personal information or your CRM data to trade or sell. It also deletes all data from its system once it is no longer being used by you in a project or product.

Does Streak work on iPhone?

Streak CRM works on iOS devices like iPhones (as well as Android phones). It gives you instant access to your pipelines inside your iPhone’s Gmail app. You can group emails and do email tracking, as well as other collaborative functions like sharing pipeline information across a team.