Streak

Avantages

La simplicité d'installation et la partie data sur des échange 1to1

Inconvénients

Sur les boucles mails ça devient vite compliqué de suivre et de remonter de la data pertinent

Avantages

What I liked most about Streak is its seamless integration with Gmail, which allows me to manage my CRM tasks directly from my inbox. The bulk email sending and contact management features have been particularly beneficial in organizing my communication and improving workflow efficiency.

Inconvénients

The recent changes in pricing have been disappointing, as features that were previously available for free are now behind a paywall. As a long-term user, I feel that access to these features should have been maintained to encourage continued use and recommendations.

Avantages

It's in gmail and that is HUGE! No two screens, we find it to allow us to stay much more organized and it's very pretty to look at.

Inconvénients

Development has slowed down or stopped in the past five years. With all the AI being integrated into systems today, Streak is behind the line. Customer service only responds in two weeks, with a response yet often not a workaround, just a no, and they only have an email, so that is awesome as well.

Avantages

I like how Streak always notifies me every time someone opens my email. It greatly helped me with tracking.

Inconvénients

I don't think the location is always accurate and making my own Streak dashboard can be complicated.

Avantages

That it was attached in your email account

Inconvénients

Unable to export information, not user friendly

Avantages

As a solopreneur it's frustrating to feel like I'm paying for a lot of features that might be nice if I had a large team but are not needed for myself alone. Streak still gives me A LOT without making me pay for more than I need.

Inconvénients

I would definitely like it is the android app was more feature rich like the desktop app.

Avantages

I like the ease of setting up streak on new Gmail accounts. The fact that it is within your email and you do not need to leave, is probably the reason why so many people use it. It is perfect for anyone who is starting to use a CRM that needs to be customised to their needs.

Inconvénients

The Mail Merge (the equivalent of an email drip) is not the best when it comes to formatting and creating good quality emails for your database.

Avantages

It has easy features that allows anyone with no prior knowledge or skills managing crm activities.

Inconvénients

I have to say that I am very pleased at the moment

Avantages

Streak is an amazing tool for email organization and is highly effective for lead sorting, which our associates found most useful. Its standout features include automating tasks like email sharing, lead management, organizing emails by workflow, mass email customization, saving email templates, and more!

Inconvénients

I did not notice any significant cons. The only suggestion I have is that they might want to try and adjust the formatting to make it more visually appealing.

Avantages

Excellent tool for developing Gmail-integrated pipelines for any purpose.

Inconvénients

Pretty pricey for our situation. If it were slightly less expensive we could have been loyal.

Avantages

Streak integrates very well with Google and it helps to keep my pipeline nice and clean.

Inconvénients

Sometimes, it loads up a little bit slower than I would like

Avantages

The ease to add and track leads within your pipeline is great! You can easily and quickly update your contacts! The email reminders are great as well!

Inconvénients

I wish that when you enter a follow up date on the main screen it would automatically set the email reminder instead of going into the contact. (However this could be a user error)

Avantages

I was introduced to this product at work and used it in conjunction with Asana. The fact that this is connected directly to my Gmail account was the best thing ever since I primarily work with Google products. I now use this add-on for my own company.

Inconvénients

I couldn't link one email to more than one contact.

Avantages

I appreciated how simple the interface is, as well as Streak's commitment to assisting teams in streamlining their workflow and becoming more productive. It's also very easy to use, with a simple interface and helpful tutorials to get you up and running quickly. It's also a big plus if you're able to quickly customize pipelines, manage tasks, and collaborate with coworkers. Finally, I like how Streak integrates with other well-known tools like Gmail, Google Drive, and Slack.

Inconvénients

The lack of customization options is my least favorite aspect of Streak. The platform's ability to customize to specific needs and workflows is limited, making it difficult to manage complex data sets and processes.

Avantages

Masterful integration with Google's core productivity products (Gmail, G-Cal, G-Contacts, G-Meet, etc.). I wanted a CRM that increased efficiencies AND reduced redundancies, eliminated multiple software subscriptions, and existed WITHIN gmail. Streak achieves all of this (and—believe me—so much more) with flying colours. Not to detract from the many superior features of Streak, but I wish to use the following example to illustrate how exceptional Streak's value offering is. Whatever software you currently use to create snippets (AKA: email templates), if it's robust, your annual cost is likely a significant percentage of what you'd pay for Streak. Yet, Streak's snippet feature is far and away better than every similar snippet software I've ever used (and I've used the top 5 [in terms of largest user base]). While snippets are but a footnote feature amongst Streak's suite of sophisticated features, my point is that snippets alone are worth the value of a Streak account. Oh, that's right! The snippets are included in the free package. That's another point. Streak's free tier is so good that I'm sure many users/reviewers have little need for the paid plans if they run a solo operation. Just know this, though. Streak is the good stuff. If your business needs grow, so will your Streak consumption. Thankfully, Streak's paid plans are phenomenally competitive... dare I say, generous. Streak's ongoing maintenance, enhancements and customer services are golden.

Inconvénients

The guilt I feel, for how little I pay, to use such a refreshingly functional CRM.

Avantages

I've been in the recruiting field for more than two years now, and it has been a bottleneck for me sending emails outside of our candidate database. I usually do this whenever I need to update the candidates regarding next steps, and also if they have been turned down by the client after our presentation call with them.

What I usually do before is to send each candidate an email even if the context is just the same. This dilemma has been resolved by Streak! I was able to maintain the personal connection atmosphere with my candidates with the use of just a few seconds. All you need to do is to put the details of the candidate plus any personalized matter you want to add in the email context on a csv comma delimited excel sheet.

One more good thing about Streak is that you can schedule when an email should be sent. You can also monitor the acceptance and the open rate of your emails via Streak. Truly, Streak is the best platform for sending and email management.

Inconvénients

I really don't have negative experience with Streak! I really love how the platform helped me do my job responsibilities without compromising human touch. Maybe this message is a sort of recommendation. I hope they can upgrade their system so that they too will upgrade to an applicant tracking system. If that time come, I will propose this to our company since I know Streak will help us in driving great ROI, and client engagements.

Avantages

I'd never really thought of using CRM software before, as I'm not the typical target audience for that kind of product , yet ended up installing Streak for the extra tools in Gmail.

After installing and playing around with it a little, I suddenly found I WAS using the CRM features, albeit in a probably unintended way, to manage pretty much all my work. The fact you can completely customise pipelines, very easily, makes it easy to make it fit what you're doing.

I ended up using it not just for snoozing emails but as a task tracker, creating stages for who tasks were waiting for responses from (completely ignoring the built in "Assigned To" section since I was the only person using it at that point), which were blocked and which were complete.

You aren't limited to using only one pipeline for a single purpose, so you can use it in several different ways.

I thought manually adding conversations to boxes would be slow and unworkable, but it really isn't. Add the notes and magic columns and it's REALLY an improvement on Gmail for any emails you're actually at all interested in.

The separate naming of boxes from email subjects also makes it easy to find repetitive problems - if the autocomplete when entering a box name comes up with the same thing you're typing, you probably have had that problem before and if you used the Notes feature to record how you solved it, it saves you trying to recreate what you did months back.

Inconvénients

None of these are really serious, just "things to improve":

- You can't have emails in multiple boxes - irritating as you sometimes have conversations covering more than one topic, or changing from one to the other (and thread splitting isn't really applicable if you end up discussing multiple things in a single email)

- No way to merge boxes except deletion and recreation - along with occasional bug preventing already created boxes from being selected (fixed by refresh)

- No easy way to give say a client a way to view a pipeline, except getting them to install it and adding them to the team, which brings up:

- Billing / team structure not really suited to freelancers - all team members must be on same plan so it's an active DIS-incentive to move off the paid version, as if I wanted to share a pipeline with a client they'd have to subscribe at the same level as me, which isn't really feasible for smallish or one-time jobs.

- If you have more than one pipeline the UI is a little fiddly to select which you want - should be big buttons, not single lines of text. This slows down adding to boxes.

Avantages

Neatly keeps all emails and attachments related to a client in one place. The Sidebar makes it easy to, at a glance get all the customized information you need when you open an email related to the client.

Inconvénients

The cost. Inability to customize fields for contacts & companies including a photo field. Unable to nest records like an account that has several sub accounts and different contacts for each one and each one having different projects and project tasks for each etc. You cannot choose fields for just contact records, account records, opportunities, projects or tasks without having to create several pipelines for each type of record. If you do create several pipelines for each type of record you are not able to pull fields from one pipeline to have it display in another pipeline. For the price, you can get a full CRM system that can be customized for the way you work. If the price was lower I could give this product a good rating for being a simple CRM to track your emails and attachments related to a contact and track pipeline progress.

Avantages

I love that there's an easy way to track who checks messages I've sent out over account emails. In my role, this is an essential piece, and Streak makes it incredibly easy and convenient to track my leads and contacts over time.

Inconvénients

Streak is almost a little *too embedded, as in it's so sleek that you can forget it's even working in the background. Really though, I can't think of much to complain about!

Avantages

In a corporate recruitment, we seldom update candidates that they are not a good fit for the role not because we forgot it but because it is tedious to update them one by one.

I discovered Streak, and that bottleneck and bad practice was put to an end in our firm. Streak helped me send 100 turn down emails in a snap. By using a .csv file I was able to tweak the email template I am sending tailor fitted to the addressee, to the role they have applied, and what next steps should they watch out for.

With Streak, I was also able to know as well if the candidate has already opened the message, and it is a good way to establish a relationship to candidates.

Inconvénients

The only thing I don't like about Streak is that since it is a chrome extension, if I am using a new device like laptop or computer, I need to reinstall the chrome extension again. That is understandable since that is a different device.

Avantages

A really intuitive introduction to CRM Software. I loved that I could add all different email threads to one "Box" and that I could write notes and reminders connected to that box. Lots of drag and drop features, easy editing, lots of customizing with colours etc so that you can really make it your own

Inconvénients

It seems to be difficult to select multiple emails and add them to a box. If just two boxes it seems fine but often it is a matter of wanting to select 3 or more and for this, it just does not work. Customer service was a bit all over the place too - some replies VERY technical and somewhat abrupt and with lots of different names/contacts.

Avantages

I've worked in large hotels that have full and dedicated Catering programs to handle bookings. The hotel I'm working at ran all their banquets using a manual system. Well, I had to change that right away, so I started using everything Google to get a rudimentary system up and running. Then, just by chance, I found Streak CRM in the chrome store and downloaded it. When I had it up and running in Gmail, I noticed they had a pre-defined pipeline for Event Planning. I was sold.
Everything I designed in Google Drive integrates into Streak Boxes. All correspondences to conveners have all the email threads, documents, contracts, and catering details are all right there and handy in each Streak Box View.
The design team for Streak CRM is very active. Since I've been using Streak for the past 2 years, there have been many upgrades and additional tools added to Streak that just makes it all that more powerful.

Inconvénients

Streak integrates nicely with Google Drive or G-Suite, but its integration with Google Calendar could use some improvement - for example, I use a separate calendar for each meeting and banquet rooms for booking. When I create a new box in Streak I can send that information to a Streak Calendar. It would be nice to be able to assign specific calendars to send information to from Streak.

Avantages

Streak is like having an assistant perpetually in your gmail with zero cost, when you want to give a better service to your customers, to make them feel like they are your number one priority, you need to answer their emails instantly writing them in the first hour, and respond at the moment , here where this excellent tool helps you, you can schedule the mail out at the time you want, so all your customers will receive your mail first thing in the morning, making them feel like your priority, you can create templates to streamline the response time and knowing the scope it has also serves to know how many people saw it and who could be interested, there are many possibilities of this tool and it depends on your imagination to give it the best possible use, but it is wonderful.

Inconvénients

If you want a complete CRM does not work because it is limited to the area of email, but there are many possibilities and also is free.

Avantages

I love the fact that Streak CRM lives within the Gmail client. I love everything Google and use their services and features everyday. Streak lets you leverage everything that is amazing about Google in a very seamless and easy to view format. Streak takes advantage of google platform and now I'm not jumping back and forth between 2 or 3 different data bases.

Inconvénients

There is a learning curve with Streak. It takes times to get used to how they "title" everything and it takes a while to get accustom their "Streak" work flow. It took me longer than I hoped to get up to speed on how Streak works, but I forced myself to get embedded with Streak because of my love for Google. Sometimes there is SO much functionality you can get lost in the details, but if you slow down, you won't have any problems.

Avantages

Streak is great because it integrates seamlessly with gmail and g suite. When starting a business, especially one that requires a lot of cold emailing and calling, it's easy to get overwhelmed with the volume of emails and keep track of all current and potential customers. Streak helps you organize your emails and associate them with customers which enables you to see where they are on the conversion timeline, set reminders for follow-ups, and share notes with co-workers about your progress.

Inconvénients

i wish there were more free features with streak. as a start-up, money was tight and if i was able to use more free featured with streak, i would have kept with it and when i was able to pay more for more features, it would have been so integrated into my business that i wouldn't have had a choice but to switch to a paid plan.