Streak Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
Streak: Top CRM Software
4.3 / 5
Featured CRM Software Alternatives for Streak
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Streak Review
What is Streak?
Streak is a customer relationship management software that is fully integrated into Google Workspace. This enables you to not only work directly from your Gmail but also to sync files, contacts, and schedules seamlessly from other Google apps into the Streak platform. Due to its efficient nature and design, it creates a centralized and efficient ecosystem for your operations, regardless of industry. It is a Gmail extension, but it is also available as a mobile app. Whether you are looking for software for sales, customer relations, or workflow management, Streak stands out as one of the market’s top contenders.
In this Streak review, our team of experts provides a discussion of the platform, including a deep dive into its core capabilities, newest features, cost, benefits, user types, and FAQs. We also include a list of five alternatives to assist you in your search for the solution that will meet your organization’s requirements.
What’s new in Streak?
In this section of our Streak review, we will identify a few of the latest developments in Streak. Enhancements done to a product or software ensure that it stays relevant and effective in meeting evolving business needs.
A recent update from Streak introduces tutorial videos prominently displayed on the home page sidebar, which is easily accessible from the Gmail landing page. This offers a convenient way to access step-by-step demos, especially if you are a new Streak user. Another enhancement is the addition of action buttons in pipelines. This empowers you to create customized and predetermined integrations or automation within that pipeline, enabling you to selectively sync Streak with other systems.
How does Streak streamline sales pipeline management?
Streak provides comprehensive features that simplify sales pipeline management, making it an efficient tool for businesses aiming to enhance their sales processes. Through its fully customizable pipeline views, users can organize and monitor their leads in a spreadsheet-like format within Gmail. These pipelines can be tailored to match the distinct sales stages of a company, ensuring teams stay aligned and focused on converting opportunities.
Moreover, Streak allows for automated data entry by tracking email threads, attachments, and relevant details, saving time on manual updates. Its intelligent filters and search functions help teams prioritize active and high-value leads while maintaining visibility on less immediate prospects. For sales managers, Streak offers activity reporting and performance tracking tools, enabling informed decision-making to optimize team outcomes.
Businesses in various industries can further integrate Streak with external tools like sales compensation software, a vital resource for aligning sales motivation with targets. By leveraging such integrations, companies can incentivize their teams more effectively while seamlessly managing their sales operations.
Combined with the power of automation and real-time notifications, Streak simplifies the tracking, follow-up, and closure of deals, making it an ideal choice for businesses aiming to boost efficiency in sales pipeline management.
Does Streak integrate with payroll and accounting systems?
While Streak is primarily designed as a CRM within Google Workspace, it can enhance overall business operations when paired with dedicated financial management tools. By utilizing available integrations, companies can bridge the gap between customer relationship management and financial processes. This approach allows for efficient data transfer and synchronization across platforms, minimizing manual input and reducing errors. For businesses seeking a seamless connection between their CRM and back-office financial tasks, integration with comprehensive solutions like payroll programs can streamline operations and promote cross-departmental efficiency.
How does Streak support data security and compliance needs?
Data security and compliance are critical considerations for businesses using customer relationship management (CRM) tools like Streak. Streak provides several features and protocols designed to protect user data and support compliance with industry standards. Here’s an overview of how Streak ensures data security and meets compliance needs:
- End-to-End Encryption: Streak employs encryption to protect data both in transit and at rest. This ensures that sensitive information, such as customer details, email content, and internal notes, remains secure during transmission and storage.
- Google Cloud Platform (GCP) Security: Since Streak is hosted on the Google Cloud Platform, it benefits from GCP’s robust security infrastructure, which includes firewalls, threat detection, and ongoing security monitoring. This adds an additional layer of protection to Streak’s data handling practices.
- Data Access Controls: Streak allows businesses to set permissions at different user levels, helping organizations control who can access, edit, or view sensitive customer data. This is especially useful for companies that handle large teams or confidential client information, ensuring that only authorized personnel have access.
- Compliance with Industry Standards: Streak is committed to adhering to industry regulations, including GDPR, which mandates the protection of personal data for individuals within the European Union. Streak’s privacy practices align with GDPR requirements, offering customers greater control over data usage and protection.
- Two-Factor Authentication (2FA): To enhance account security, Streak supports two-factor authentication. This feature requires users to verify their identity with an additional authentication step, reducing the risk of unauthorized access.
- Regular Security Audits: Streak conducts routine security audits to identify potential vulnerabilities and ensure compliance with the latest security best practices. These audits help maintain the integrity of the CRM platform and build trust with users.
- Data Privacy and User Anonymization: Streak’s privacy policies ensure that user data is not shared with third-party analytics companies without consent. In addition, Streak anonymizes user information when applicable, allowing businesses to analyze trends and usage patterns without compromising individual privacy.
Featured CRM Software Products
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$8/per user/per month
Yes
customizable dashboards, automated follow-ups, advanced analytics
Editor's Take
monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$7 per user per month billed annually
15 days
lead generation, sales pipeline management, workflow automation
Editor's Take
Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.
Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.
For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Yes
Lead Management, Contact Management, Workflow Automation
Editor's Take
Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.
Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.
For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Streak cost?
Streak: Top CRM Software
4.3 / 5
In this section, our team presents the ranges of the Streak pricing plans to help you determine the best cost structure and features that meet both your company goals and budget. All plans include Google Workspace Integrations and core cloud CRM solutions.
Free Plan
- Email engagement monitoring
- Mail merging for up to 50 emails/day
- Auto-sync details from email to pipelines
Solo Plan – $15/user/month
- Live chat support
- Mail merging for up to 800 emails/day
- Link monitoring and unlimited contact setups
Pro – $49/user/month
- Shared contacts and email histories for teams
- Unlimited rows of data in pipeline management
- Standard permissions, reporting, and API access
Pro+ – $69/user/month
- Assisted onboarding and training
- Automation controls and advanced analytics
- Third-party integrations and Zapier access
Enterprise – $129/user/month
- Custom billing and more payment methods
- Data validation and advanced security measures
- Flexible permission controls and dedicated customer support
What Sets Streak Apart
Whether you are looking for productivity management or email marketing automation tools, Streak offers solutions that you can utilize and tailor to your needs. However, it is vital to understand the Streak pros and cons before signing up or purchasing its bundles. Doing so provides valuable insights for pinpointing potential challenges and opportunities to improve your workflow and helps you gauge if Streak is the right product for your company.
Streak Pros
- Helpful email solutions. Nobody wants a chaotic inbox, which is why Streak created thread splitters and snippets. Snippets are templates for frequently used message content, offering efficiency in your communication. Meanwhile, thread splitters enable you to neatly categorize multiple message components by pipelines or leads, which ensures a well-organized approach to managing your customer interactions.
- Simple installation. Another handy feature in our Streak review is its straightforward installation process. Because it is a browser extension, you can simply go to the Chrome or Safari web store to download it. It takes less than a minute to set up the software. Although there are helpful resources from the vendor, navigating how it works will be a breeze since it is immersed in Gmail.
- Automation tools. Streak ensures that you touch base with your clients often. You can do this by activating auto-followups, configuring emails to be sent later, or crafting pre-made personalized messages. It also has a command palette where you can quickly search for commands and actions. Whether you are addressing a support ticket, managing fund proposals, or product pitches, Streak equips you with the means to maintain consistent and effective client engagements.
Streak Cons
- Bug problems. Some clients faced challenges related to email tracking location discrepancies, sluggish loading speeds, and frequent refreshing when using the extension. While these issues are not critical, taking swift actions to address them creates more efficient working environments.
- Inconsistent customer service. Although several Streak review comments praise it for its superb customer service, some say otherwise. It is worth noting that Streak employs a tiered support system based on pricing levels. However, enhancing the responsiveness and extent of addressing concerns ensures a more positive customer experience.
- Costly for some businesses. While Streak has a free plan and a relatively affordable Solo bundle, the other plans are quite expensive. This pushes smaller companies to work with what they have or source out third-party solutions to meet their targets. Furthermore, integrating some features such as automation into modest plans can significantly improve work efficiency.
Streak Core Features
Streak: Top CRM Software
4.3 / 5
With the various Streak pricing hierarchies, users can gain access to graduated levels of features. Most plans include the following core capabilities that users can customize according to their needs and upgrade depending on their scalability.
- Pipeline management. Among the many Streak review comments, this feature stands out as the most valuable. The pipeline page instantly provides an overview of your leads, including the number of accounts you are working on, what stage of engagement these are in, assignees, and more. You will also discover columns representing various categories that you can edit or are automatically filled by Streak. Moreover, you can create personalized pipelines by setting up filters, making it easier for you to track your tasks.
- Lead workspaces. Every lead has its individual box, a dedicated workspace where you can review all your interactions with that lead. These boxes also allow you to set up the types of information you wish to store within them, including contact details, profiles, call logs, notes and comments, recent activities, and attachments. Everything you need is accessible in one place. All changes applied in boxes are automatically reflected on the pipeline page, ensuring updated data across the platform.
- Mail merging. One of the strongest Streak features is its mail merging capabilities, which enable you to send emails to multiple recipients at once without using the CC or BCC options. Aside from templated email content, Streak offers editable fields within the message. This creates personalized emails for each recipient and enhances customer experiences. In addition, you can do a test run to check the previews that clients can see when they receive the message, empowering you to fine-tune the content of your emails.
- Email tracking and sharing. Before sending an email, users can toggle email sharing, which loops team members in the conversations they have with a lead. In this way, everyone in your department knows the latest developments, thus minimizing redundancies. Apart from that, Streak’s notification settings inform you when and how frequently an email was opened, offering valuable insights for planning necessary follow-up actions.
Benefits of Using Streak
As one of the most flexible customer relationship and project management tools, Streak offers several benefits to various kinds of customers. In this section of our Streak review, our Research.com team highlights the top benefits of using the software.
Easy-to-Use Software
Its interface is straightforward and uncomplicated. By utilizing a spreadsheet view on the pipelines page, it is easier to see the progress and status of each lead. Its snippets feature also eliminates repetitive actions and keeps you on top of your tasks. Moreover, its customization capabilities, from permission controls to workflows, ensure that businesses, regardless of their industry, have organized daily processes.
Great for Google Users
The headliners of Streak integrations are various Google Workspace tools. If you are already accustomed to using Google, you will find Streak to be a familiar and harmonious addition to your workflow. It effortlessly labels new messages by pipeline, simplifying the process of identifying each stage of your interactions. Moreover, Streak’s home page is a sidebar, and it displays details like to-do’s, tutorials, or settings. You can access all these without leaving your inbox, which eliminates distractions or constant app switching.
Intuitive Interface
Another advantage that existing users cite in Streak review summaries is its intuitive system. It generates magic columns and categories in the pipeline that its intelligent system deems important and automatically fills it up. You can also set up triggers and actions on repetitive or bulk tasks, saving time and streamlining workflow. Aside from that, it sends smart alerts on cold outbound messages, ensuring that your members stay updated on every engagement.
How does Streak streamline sales pipeline management?
Streak provides comprehensive features that simplify sales pipeline management, making it an efficient tool for businesses aiming to enhance their sales processes. Through its fully customizable pipeline views, users can organize and monitor their leads in a spreadsheet-like format within Gmail. These pipelines can be tailored to match the distinct sales stages of a company, ensuring teams stay aligned and focused on converting opportunities.
Moreover, Streak allows for automated data entry by tracking email threads, attachments, and relevant details, saving time on manual updates. Its intelligent filters and search functions help teams prioritize active and high-value leads while maintaining visibility on less immediate prospects. For sales managers, Streak offers activity reporting and performance tracking tools, enabling informed decision-making to optimize team outcomes.
Businesses in various industries can further integrate Streak with external tools like sales compensation software, a vital resource for aligning sales motivation with targets. By leveraging such integrations, companies can incentivize their teams more effectively while seamlessly managing their sales operations.
Combined with the power of automation and real-time notifications, Streak simplifies the tracking, follow-up, and closure of deals, making it an ideal choice for businesses aiming to boost efficiency in sales pipeline management.
Does Streak integrate with payroll and accounting systems?
While Streak is primarily designed as a CRM within Google Workspace, it can enhance overall business operations when paired with dedicated financial management tools. By utilizing available integrations, companies can bridge the gap between customer relationship management and financial processes. This approach allows for efficient data transfer and synchronization across platforms, minimizing manual input and reducing errors. For businesses seeking a seamless connection between their CRM and back-office financial tasks, integration with comprehensive solutions like payroll programs can streamline operations and promote cross-departmental efficiency.
How does Streak support data security and compliance needs?
Data security and compliance are critical considerations for businesses using customer relationship management (CRM) tools like Streak. Streak provides several features and protocols designed to protect user data and support compliance with industry standards. Here’s an overview of how Streak ensures data security and meets compliance needs:
- End-to-End Encryption: Streak employs encryption to protect data both in transit and at rest. This ensures that sensitive information, such as customer details, email content, and internal notes, remains secure during transmission and storage.
- Google Cloud Platform (GCP) Security: Since Streak is hosted on the Google Cloud Platform, it benefits from GCP’s robust security infrastructure, which includes firewalls, threat detection, and ongoing security monitoring. This adds an additional layer of protection to Streak’s data handling practices.
- Data Access Controls: Streak allows businesses to set permissions at different user levels, helping organizations control who can access, edit, or view sensitive customer data. This is especially useful for companies that handle large teams or confidential client information, ensuring that only authorized personnel have access.
- Compliance with Industry Standards: Streak is committed to adhering to industry regulations, including GDPR, which mandates the protection of personal data for individuals within the European Union. Streak’s privacy practices align with GDPR requirements, offering customers greater control over data usage and protection.
- Two-Factor Authentication (2FA): To enhance account security, Streak supports two-factor authentication. This feature requires users to verify their identity with an additional authentication step, reducing the risk of unauthorized access.
- Regular Security Audits: Streak conducts routine security audits to identify potential vulnerabilities and ensure compliance with the latest security best practices. These audits help maintain the integrity of the CRM platform and build trust with users.
- Data Privacy and User Anonymization: Streak’s privacy policies ensure that user data is not shared with third-party analytics companies without consent. In addition, Streak anonymizes user information when applicable, allowing businesses to analyze trends and usage patterns without compromising individual privacy.
Key Insights
- Google Workspace Integration: Streak is fully integrated with Google Workspace, enabling seamless synchronization of emails, contacts, schedules, and files within Gmail, enhancing efficiency and productivity.
- User-Friendly Interface: The platform offers a straightforward interface with a spreadsheet view that simplifies tracking leads and managing pipelines directly from your Gmail inbox.
- Customization and Automation: Streak allows for extensive customization with features like action buttons in pipelines for tailored automation and integration, making workflow management more efficient.
- Cost-Effective Solutions: Streak provides a range of pricing plans, from a free basic plan to more advanced options, catering to different business needs and budgets.
- Recent Enhancements: Recent updates include tutorial videos for new users and action buttons for pipeline integrations, ensuring users can maximize the platform's capabilities with ease.
- Versatile Use Cases: Streak is suitable for various industries, including sales, customer relations, project management, and more, offering flexible solutions for different operational needs.
- Mobile Accessibility: Available as a mobile app, Streak ensures users can manage their CRM tasks on the go, maintaining productivity outside the office.
- Email Management Tools: Features like email tracking, mail merging, and thread splitters help users maintain organized and efficient communication with clients.
What business types use Streak?
In our Streak review, we also identify the vendor’s target clients. In doing so, it helps set expectations and provides prospective clients with an idea of the scale and scope of Streak’s services. Streak is ideally designed for freelancers, startups, small businesses, and venture capitalists. Real estate companies can utilize its features as well. Moreover, it handles not only sales management operations but also hiring, partnerships, product development, and customer service. This diverse clientele and spectrum of solutions demonstrate its ability to cater to a wide customer base who need a user-friendly CRM.
Best 5 alternatives to Streak
Zoho CRM
5 / 5
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
monday sales CRM
4.45 / 5
Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.
CRM Creatio
5 / 5
Creatio CRM stands out as a versatile and powerful customer relationship management platform, designed to accommodate both technical and non-technical users through its intuitive no-code development environment. This feature allows organizations to customize applications and automate workflows swiftly, reducing implementation time and overall costs by 37% compared to traditional CRM solutions. By automating routine tasks and providing a comprehensive 360-degree customer view, Creatio enhances team productivity and fosters more personalized client interactions. Additionally, its extensive integration options, strong security measures, and AI-driven automation equip businesses with actionable insights and predictive capabilities to optimize the entire customer journey.
HubSpot CRM
5 / 5
HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Pipedrive
4.3 / 5
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
Frequently Asked Questions (FAQs)
Yes, Streak is a highly trusted CRM platform and a Google premier partner. It ensures data security by storing all data in the U.S. Google Cloud Platform and does not share or sell data to third-party analytics entities.
Yes, Streak is designed as a customer relationship management tool. It integrates with Google Workspace to offer comprehensive CRM functionalities, including workflow and productivity management.
Yes, Streak is a legitimate company founded in 2012. It is a reliable Google partner with over 750,000 users, primarily serving as a CRM extension for Gmail and other Google Workspace apps.
Streak offers ease of use with its spreadsheet-like interface, enabling clean and efficient pipeline management within Gmail. It supports various tasks, from project management to sales processes, and integrates seamlessly with Google Workspace and third-party apps.
Streak's full integration with Google Workspace, user-friendly interface, and customization options make it unique. Features like action buttons in pipelines and recent updates like tutorial videos enhance its usability and functionality.
Recent updates include the introduction of tutorial videos on the home page sidebar for new users and action buttons in pipelines for customized integrations and automation within the platform.
Streak is versatile and can benefit various industries, including sales, customer relations, project management, real estate, startups, and venture capitalists, providing tailored CRM solutions for different business needs.
Streak offers several email management tools, including email tracking to monitor email opens and link clicks, mail merging for sending personalized bulk emails, and thread splitters to organize email threads by pipelines or leads.
Yes, Streak is available as a mobile app, allowing users to manage their CRM tasks on the go, ensuring continuous productivity outside the office.
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