Streak Erfahrungen

Personalized Email Blast? Streak is the man!

Kommentare: This is the best platform so far out there that I've used in terms of sending emails, managing emails, and tracking the open rate and the acceptance rate of my emails. You can also schedule an email sending time using Streak which is pretty awesome!

Vorteile:

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.

Nachteile:

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.

Everything for free

Kommentare: We were looking for email tracking. Categorising emails based on conversations. Only thing is streak would integrate every email of the customer in a single thread. Though it is a great advantage, sometimes the feature has downsides too. We need to sit and pre edit and then send email to our customer.

Vorteile:

It's very difficult to get any tool for free and streak does it with no strings attached. Now you can easily track emails and send attachments via streak. Best part of streak being you can integrate it with gmail and easily classify them. The eye icon is exciting and turns green when a person has opened his or her email. I like the fact you can categoris data.

Nachteile:

It occupies entire Gmail. UI can be a bit better. Like I need to scroll to see how many opens have been made by clicking the eye icon. No other cons so far.

Support INEXISTENT

Kommentare: We are on a paid "Pro" plan and spend over 5.000USD per year for Streak. We are not talking the free plan - for free is a good tool (but limited to personal use and basic features).
Probably all the good reviews come from free users.
We are cloud software developers, so understand the technicalities and if we raise a question is always well described. But we NEVER get a competent answer, in the last case it took 13 days and three nonsense one-line semi-automatic reply to discover that the Streak "support" person did not even know that streak.readme.io is not just documentation to read, but is supposed to be interactive, you can test your API there, but it does not work and they don't bother. You can test this yourself, just try to use streak.readme.io...

Vorteile:

easy to use and setup, integration with Gmail, but it' a toy

Nachteile:

Support is completely inexistent, they do not answer AT ALL or send canned answers without any brain in them. We are on a paid Pro plan and we have been consistently experiencing this problem for one year. Going to appoint a lawyer to get our money back.

An excellent CRM for multiple business management from your Gmail inbox

Kommentare: We can follow multiple businesses and operations from within Gmail, despite how challenging it becomes to distinguish emails.

Vorteile:

1. No need to leave your email front-end to manage your customer interactions 2. You can customize stages and pipelines in any way you want - no limitations on pipelines 3. Easy to enter meeting and call notes 4. Easy to select the case box from each email 5. Read receipts for Gmail - Extremely Useful!

Nachteile:

1. Colour-coding to distinguish emails and stages does not work when you have many cases in the same stage/colour. 2. It becomes very slow if you are having many emails tagged 3. It does not load the pipelines quickly and it takes time to refresh

Live in gmail all day? This is the tool for you

Kommentare: Used it for over 2 years and absolutely loved it. The fact that I needed a more powerfull solution beyond tracking mails towards deal flow follow-up, chat embeds, forms etc made us look for a total solution. As a starter however, the solution was just fine.

Vorteile:

1) Gmail first... Activate the plugin and it just works, right where you need it: inside Gmail. Not having to move between windows or different tools makes it a big benefit to use Streak over others. It works with labels, provides direct & clear insights in your mailbox. 2) Collaboration... in gmail We used Streak as a team. Sharing is easy as all mails are shared over 'boxes'.

Nachteile:

1) lack of an evenly good mobile solution They have an app that 'works', but it is not at the same level as their desktop gmail experience. 2) lack of featuers No sequences were the major reason to stop using Streak.

Great Starter CRM for Realtors

Kommentare: I have used streak in multiple ways as a sales CRM to manage clients and make notes about them. It was great for identifying and organising clients because it operates similar to a spreadsheet.

Vorteile:

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.

Nachteile:

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.

Incredibly useful CRM that integrates into Gmail

Kommentare: Overall, Streak is a simple, but useful CRM solution that seamlessly integrates into Gmail. This service is helpful for getting any startup off the ground by helping to organize and manage leads in straightforward way.

Vorteile:

I love that Streak integrates seamlessly into my Gmail inbox. I always keep a tab open for Gmail on my desktop so my CRM is readily available. Streak is so easy to setup and works great for organizing both my personal and professional life. I use Streak to setup pipelines for managing hundreds of contacts across different functions such as sales, affiliate partnerships, vendors, and more. The contact management aspect is highly customizable to capture as much info as needed and the paid plans scale to fit my growing needs.

Nachteile:

I wish the free plan allowed more features and flexibility. This would have been particularly useful when my number of boxes / contacts were growing and I needed to test shared / collaborative features more thoroughly for onboarding early hires.

Great for Meticulous Inbox Organization

Kommentare: Streak is a game-changer for meticulous email organization. Its intuitive interface allowed me to categorize my emails, effortlessly by sorting them into customizable 'boxes' and 'pipelines' that aligned with various team processes. What sets Streak apart is its ability to do all this without disrupting productivity. With a simple sidebar integration, adding or updating information can be done without leaving the inbox, allowing for seamless multitasking. Whether managing leads or anything else related to your business, Streak ensures efficient and effective email management, making it an indispensable tool for virtually any businesses.

Vorteile:

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!

Nachteile:

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.

Streak in classes

Kommentare: Great experiencie. I have been using it for quite a few time and it is easy to use and to explain to the team

Vorteile:

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

Nachteile:

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

Seamless Integration with Gmail to track Read emails

Vorteile:

It gives a complete trail of interaction with the sent email, which was very helpful when I was in Sales and wanted to track how interested different potential clients could be

Nachteile:

CRM was a bit tricky so maybe that can be made easier to work for a newbie

Streak is awesome and the best in class for email integrated CRM.

Kommentare: Overall experience has been great and it has been a life saver. A lot could be improved though like automating the workflow of adding leads from emails, auto reminding about contacting leads. Streak has features on the free version, which no other crm has (in our knowledge) llike mail merge for your leads, magic columns, clean interface needing very little training, email integrated. Its a blessing!

Vorteile:

Streak is awesome and the best in class for email integrated CRM, particularly small businesses that work on gmail. It has a clean excel like interface & they developed an App and gave it in free version very early on. It is something every self employed must use and can use. It is a no brainer, goto CRM, compared to all other CRMs out there. We evaluated many CRMs 10 years back, when we first started with Streak.

Nachteile:

For a small company to get onto the paid version, the starting plan is a little expensive for small team. They should make it cheap for upto 3 employees, so a lot more small companies can afford it. They limit upto 50 boxes for leads on free version, that is a little too less, because not all leads are able to convert. With a little ads, you actually get a lot of leads, so a minute of 100 leads should be allowed. Also on the free plan, they don't allow you to share the pipeline with someone above 50 leads, they should allow to share with tleast 1 employee so that it doesn't cripple a small biz and they dont' go hunting for a new crm. Streak doesn't have good videos to boot-up a new customer quickly.

Personalized email? Try Streak, and you'll never go unnoticed!

Kommentare: I was able to sent emails to a lot of people but helped me not sound robotic and general because it lets me modify variables that I want to populate in the emails by just merely putting it in an excel csv file. Who says being personalized in email correspondences is a bottle? Well, they haven't installed or used Streak!

Vorteile:

As a part-time resume editor, and a full-time workforce planner, I need to email a lot of clients. Emailing them takes so much time even if the emails are just the same, and I just need to edit one or two words in the message I will be sending them. Before, it took me a great deal of time wasted doing it one by one, but because of Streak, it made it easy for me now! I can now email 100 people in just one click and one email template, but you will not sound robotic because it lets you modify some variables you want to populate by just editing it in one .csv excel file! Streak also helped me keep track of my senders. It provides me the information if the person I sent the email already opened the message once or twice. This helps me to know whom to follow up or whom I need to call because they haven't opened my email which saves so much time for me!

Nachteile:

I am using a work email powered by Gmail, and sometimes whenever I clear my cookies and cache, the Streak extension crashes and I need to rerun it. If I am using a different computer, I need to rerun it too again. It is not that time consuming, but I hope they can find solution to that so that it will be sync on all computers that I am using and only needs me to run it once per device.

This CRM fits into Gmail, you dpn't have to try to fit Gmail into your CRM

Kommentare: This product has enabled me to keep all my emails and attachments related to a project in one place and allows me to track the progress of a project from start to finish.

Vorteile:

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.

Nachteile:

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.

How did I ever use Gmail without it.

Kommentare: Streak is just great. If you write a lot of emails, it's a great solution to stay organized and productive.

Vorteile:

Streak is so much more powerful than any other email organization solution I've ever used. There are 3 main components of Streak that I find most useful. First, the pipeline system is a very easy way to keep email conversations organized. I like that you can customize parameters for each pipeline, which means you can use it for just about any sort of communication flow, both internal and external to your organization. Sales leads, partnership requests, even legal/financial review are all easily handled by pipelines Second, I like the integration with different productivity apps like Asana and Google Drive. This is a simple feature, yes, but the ability to enter data/tasks into other platforms all from my inbox saves an appreciable amount of time. Third, the email task manager in Streak is also pretty robust. Being able to set priority, make labels and reminders, tag items, and sort by different variables is just fantastic. I really like that these entries live my inbox, so I don't have to use my main task manager with dozens of tiny email tasks.

Nachteile:

I really do not have much practical criticism of Streak. However, if I had to choose one thing that could be improved it would be the visual design. The iconography, colors, fonts, and other UI elements do not seamlessly match Gmail's default design language, which means I can always tell what is and is not Streak. This does not interfere with usability or efficiency of Streak, but it would be nice if everything was visually seamless. I think that would make the user experience much nicer.

Best Free CRM for Gmail

Kommentare: Overall, it is one of the best CRM for Gmail. The free plan is recommended for personal use, but for working with a team upgrading to the Pro plan may be needed.

Vorteile:

I used this software mainly for email tracking purposes. I used the free plan. It provides data about when the recipient opened the email, its location, and its devices. The CRM is easy to integrate on Gmail. It is not needed to log in to another website, everything can be done within the Gmail workspace. Different pipelines can be created for managing projects, sales leads, hiring, fundraising, and other tasks. Emails can be scheduled to send at a later time.

Nachteile:

Sometimes email tracking does not work as the recipient's server does not allow tracking. There is another concern of privacy as Streak can access and delete all emails and information within Gmail account.

A Beautiful GSuite + CRM Marriage

Kommentare: Overall the product is awesome for GSuite users, to be honest, I have realized a little too late that I don't really use any of the paid features so I could have done with the free version - a big oversight as it has a rather hefty price tag of $35 USD for a month (one user). A few teaks to issues like the multiple select options and more seamless customer service and it would be very hard to fault it!

Vorteile:

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

Nachteile:

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.

Much better option than Saleseforce for small companies

Kommentare: Going from a manual system to Streak meant that we immediately saw increases in efficiency, better tracking and reporting, and were able to build our client base without hiring new sales reps or account managers.

Vorteile:

After spending well over a year trying to set up Salesforce, my company -- a small team of 15 -- finally gave up and decided to go with Streak instead. Especially for a business of our size, Streak was definitely the better option. It's lightweight, was far quicker to implement, and we immediately saw improvements in our efficiency and ability to track leads. Further, we mostly got our leads via conferences and word of mouth, so we managed both inbound and outbound leads in our email inboxes. For this reason, we loved that we could track our leads from within our inbox using Streak -- no tool switching!

Nachteile:

I could see us possibly outgrowing it if we were to have a more complex business, but don't have much to say about its downsides.

Perfect startpoint CRM for Gmail

Kommentare: I am very happy. I use it every day, I have several Pipelines that help me see where each client is, or if I need to follow up to try to push the sale.

Vorteile:

It is relatively easy to use and very practical. Before going to a more complex CRM I recommend using Streak. You can create different Pipelines, customize them with different colors and edit by modifying texts, etc. I also find email tracking and the option to send later very practical.

Nachteile:

Although it is very intuitive, it requires learning time to be able to make the most of it. The free option allows very few contacts (500), while the next option (ONLY) is 5000. It's a lot of difference. Maybe it could be the free version up to 1000 so there isn't such a big gap.

Value Unlike No Other

Kommentare: I love Google products and Google Steak is no exception. I am even locked in at a discounted rate for getting in while it was still in Beta. There have been many updates however there is still some chunkiness to it. Even so, it does the best job of giving me access to everything I need in one spot, like email, contacts, tasks, notes, call notes, etc., for a GREAT monthly rate. If you are a small business, start here! You may never leave. Now they just need to fix their Android app and we'll be golden.

Vorteile:

It's Google!

Nachteile:

A bit clunky. For example, if you have two funnels and you move one funnel to the other, if selections are not already present in exact spelling, then they disappear and you have to redo your work. I also wish that reminders would auto remind me because I always miss tasks on the day of and then never get around to them because I never see them again!

Streak is fantastic!

Kommentare: I use it manage my client leads and partnerships.

Vorteile:

It keeps my entire CRM in my inbox, saving me a ton of time. It also has a ton of amazing automated features like 'Date of Last Email' that automatically calculate my last interaction, and then allow me to filter on that later. It has things I didn't even know I needed! My entire team uses it and we can share pipelines across email addresses. It's how all CRMs should be--live directly in your inbox (with you an integration, with out an additional data entry step, it practically does the data entry for you!).

Nachteile:

It's not super intuitive. Every time I want to set up a new feature I can't just play around with it, I have to watch a video for fear of messing something up or because it's not super clear as to how it works. It's also a bit pricey for a small solo-preneur.

Streak is all you can ask from a CRM right inside your gmail. In fact, it is much more than a CRM!

Kommentare: Our sales workflow is smooth thanks to streak

Vorteile:

Streak is ver flexible. It adapts very well to different scenarios. Whether customer relationships, Human Resources hiring, bug tracking, you name it. Basically it is a full stack workflow management tool. The custom columns, email tracking, integration with third party thru Zapier, contact and organizations, collaborative and reactive environment are among the things we most like.

Nachteile:

Honestly, there aren't many thing I don't like. The contacts in my opinion were not very well handled, but they recently came with a new solution I believe to be spot on. Sometimes I wish I could have a little more control on who sees what.

Easy to use, does everything I need for a CRM. No more switching between windows all in Gmail.

Kommentare: Simplicity, and measurability. If you take the time to set it up correctly, you will have measurable goals for your sales team to hit and can run reports needed. Also you can stay on top of your clients with this software too. I can also see things and update things in the mobile app which is helpful being a salesman on the road.

Vorteile:

I really love how simple it is. I explain to the team its like a sophisticated spreadsheet. It gives reminders and simple reports which is everything I need. Best part is it lives in Gmail.

Nachteile:

I wish the mobile app was better. Also having a few more options and better contact management would be great. Automatic email filters would be amazing rather than always adding things to boxes.

A needed solution for my 1 person business

Kommentare: I'm new to Streak, but I already see how this software will solve my CRM problem. I was trying to use Hubspot, but it's just not built for either single person businesses, nor for odd email systems like Etsy uses. It also had tons of clunky features that just are excessive. I will definitely be recommending this to friends who use Gmail for sales, customer service and order management. It gives me the functionality I need, and the ability to add more, without making things so complicated that it's not worth the bother. I'm sold!

Vorteile:

I've checked out many CRMs but they are generally set up for teams. This one has team functionality, but I don't need that. I need to be able to track customers, leads, and orders just for myself! I also sell a lot through Etsy, so my order emails and client contacts are all under their email. With most automation, that would mean that it would be lumped under one contact, but with Streak's excellent use of "Boxes", I'm able to sort even those emails and track specific orders on an individual basis. Plus, since it's private, Streak doesn't charge me.

Nachteile:

Figuring out how this would best work for me is always the biggest challenge, but after watching their on-demand setup video, I was able to sort it out. Sometimes the language used for specialized software is out of my vernacular, but it's fairly easy to pick up. I'm not yet seeing many cons.

A customer relationship management tool inside my inbox.

Vorteile:

Streak lives as a CRM add-on to my Google mail account.I use Gmail as my personal email ,and it thus makes sense to have my streak within reach for everytime I am live on my Gmail account.Allowing me measure the workflow of my team from start to finish right from my Gmail. In all , Streak keeps my team better organized ,and makes it appear simple managing email at scale.

Nachteile:

Unintuitive updates are a big setback for Streak.However I will think it just makes common sense ,if we can have Streak integrate with other email providers apart from Gmail .Not everyone is obliged to have a gmail account.

Streak for Account Management

Kommentare: Using it because it's so integrated into the company structure. Wish we could use something with more bells and whistles.

Vorteile:

The visualization are great! I do like how easy it is to tag emails retroactively.

Nachteile:

I don't like how it seems so disorganized. I wish boxes were easier to organize and you could associate a child org with te primary org.