Streak Reviews & Product Details

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

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).

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

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.

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.

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

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

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

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

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.

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.

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).

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.

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

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

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.

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.

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.

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

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

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

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

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.

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

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

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.

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.

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

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

Lead Management.

I think Steak is a great add on, but all of my tasks have disappeared and I have sent two messages to support, but I am yet to receive a response. It's really frustrating to first lose my tasks, but even more frustrating is that I have not received a response from Streak. I have recommended so many of our clients to Streak already and I feel very guilty as I am now experiencing this problem.

I think Steak is a great add on, but all of my tasks have disappeared and I have sent two messages to support, but I am yet to receive a response. It's really frustrating to first lose my tasks, but even more frustrating is that I have not received a response from Streak. I have recommended so many of our clients to Streak already and I feel very guilty as I am now experiencing this problem. Lack of technical support.

As I said it's a great app, and it works very well, but I am still stuck at the moment because I have lost all my tasks. I am hoping somebody will eventually get back to me and possibly be able to retrieve my tasks, but in the meantime, I am having major anxiety as I do not have a copy of the tasks that I originally transferred from Trello.

Easy to use, integrated easily with Gmail for mass emails.

not a lot, the design was somewhat off. some features were not visible until you really wanna use them.

snooze emails.

I think that streaks mail merge function is helpful and easy to use. Streak was integrated with our Gmail accts and it was helpful to have a paper trail for all communications.

As my company has grown, streak has been bursting at the seams. Streak views haven't saved, errors with formulas would cause issues and there would be freezing. Lots of doubling errors.

Case tracking and communications. Payment and contract management.

I tried to use this platform for a complex mail merge and it was unhelpful.

my needs were entirely not met. better off using outlook

mail merge

I like how you can tag your emails really easily and they go directly into the box for further reference

It's slow to load and clunky to navigate between lists and boxes

tracking sales and other inbound requests - good at automating intake from other systems