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Bonfire Rating: 4.6/5 Streak CRM is the perfect Gmail inbox companion. It can help take your customer relationship management to the next level!
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Without a CRM, tracking customer interactions can feel like finding a needle in a haystack while blindfolded. CRM is your seeing-eye dog, guiding you through the process easily and saving you from prickly surprises. I’m AJ—here to help lead the way! I’ve spent the last decade building my business to a seven-figure exit . And you know what was by my side every step of the way? You guessed it—trusty CRM software! So let’s talk about a platform worth checking out—Streak CRM. The Small Business Bonfire (SBB) team and I tested the platform over three months to bring you our comprehensive (and unbiased) Streak CRM review. Let’s get into the details! FYI—we made a list of the best Small Business CRM platforms to read when you’re finished!
You Can Trust Small Business Bonfire The SBB team has been reviewing and rating all kinds of business management tools over the past decade. Our mission—to help our fellow entrepreneurs make their dreams a reality. If you want to learn exactly how we test, please read this article here.
What is Streak CRM?
Streak CRM is a cloud-based CRM platform built on top of Gmail. It’s designed to help teams manage customer interactions, streamline business operations, and close deals faster without leaving your inbox. Some features included with Streak CRM are: Contact management Automated email campaigns Sales reporting and analytics Powerful pipeline management Workflow automation By connecting with Gmail, Streak CRM helps you save time by automatically logging emails into the platform so they’re visible to your entire team . This way, all customer interactions stay organized and transparent. Plus, you can take this a step further by customizing all of your pipelines , building automated workflows , and tracking data to understand what’s working (and what isn’t). We think Streak is perfect for small and midsize businesses (SMBs) looking to ramp up their customer relations (and sales process) across the board. It has affordable, scalable pricing plans to grow your SMB without letting leads fall through the cracks. Streak is also tailor-made for Gmail users , as the platform itself is essentially an additional layer of Gmail.
Pros and Cons of the Streak CRM
At Small Business Bonfire (SBB), we strive for absolute transparency. In order to create the most comprehensive Streak CRM review possible, we need to take the good with the bad. So let’s look at the pros and cons of Streak CRM!
Streak CRM Pros
Easy to use (especially for those familiar with Gmail)
Affordable pricing
Tons of use cases
Fully customizable pipelines
Lots of workflow automation capabilities
Great email tracking and marketing tools
Streak CRM Cons
Limited to Gmail users
Not the most feature-rich CRM in its class
It can be tricky to set up
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Who is Streak CRM Best Suited For?
Streak CRM is an awesome platform with a lot of use cases. However, let’s narrow it down a little. Here’s who we think Streak CRM is best suited for: Small businesses – Streak CRM is perfect for small businesses looking to scale (without breaking the bank). The platform is easy to use, customizable, and has great automation capabilities—what’s not to love? Midsize businesses – For midsize businesses that have a lot more moving parts, Streak CRM is great for keeping all customer interactions organized and transparent. Gmail users – Since Streak CRM runs on top of Gmail, it’s ideal for users who have already been using the platform for a long time. It’s easy to set up and integrates seamlessly with your existing workflow.
Who is Streak CRM Not Suited For?
We’ve discussed who we think Streak is best for—now for the other side of the coin. Here’s who we don’t think Streak CRM is well-suited for: Non-Gmail users – If you’re not already using Gmail, setting up Streak can be a bit tricky (and even more time-consuming). It might be best to find an alternative platform that uses your existing email service. Large enterprises – For larger enterprises with more complex operations, Streak CRM might not have all the features you need. It’s very user-friendly and easy to manage, but at the end of the day, it doesn’t pack the same punch (in terms of sales and marketing features) as other CRMs we’ve tested.
Streak CRM Software Pricing
Streak CRM has five pricing plans to choose from. These include the following: Free plan – free for up to 10 users. Solo – $15/month per user Pro – $49/month per user Pro+ – $69/month per user Enterprise – $129/month per user
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How Does Streak CRM Pricing Compare?
When it comes to CRM, there’s a metaphorical sea of choices. So let’s throw a few more fish in the mix and see who comes out on top. We’ll compare Streak with HubSpot, Copper CRM, and Insightly. Streak CRM – $15/month per user No free version Multiple pipelines No automation with the basic plan Amazing Gmail integration HubSpot CRM – $50/month for 2 users No free version 1 pipeline Limited automation with the basic plan Basic Gmail integration Copper CRM – $23/month per user No free version Multiple pipelines No automation with the basic plan Amazing Gmail integration Insightly CRM – $29/month No free version Multiple pipelines Limited automation with the basic plan Basic Gmail integration As you can see, when it comes to pricing (and, frankly, features), Streak CRM is the clear winner at $15/month . It’s worth noting that we think Copper CRM is a close second. Copper is another Gmail-based CRM, so it’s a contender for Streak. It offers similar features but distinguishes itself with its strong integration capabilities with other G Suite tools. If you’re heavy on Google Drive, Calendar, and Docs, Copper may be a good fit. However, it’s a bit pricey at $23/month . However, if you have to pick one for affordability and powerful Gmail integration, our money is on Streak CRM .
Streak CRM Pricing Tips
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Annual Plans Save By simply waving goodbye to your monthly payments and saying hello to the annual plan, you can tuck away some serious cash. Going annual is like getting a VIP pass but paying less for it (20% less, in this case). So, put on your savvy shopper hat, and consider an annual plan—you can thank us later.
Free Plan The free plan of Streak CRM is no simple teaser. This plan is an incredible option for small teams or solopreneurs starting their CRM journey. It provides basic CRM functions, allows for unlimited personal pipelines, and gives you the ability to track 200 emails per month. It's the perfect way to dip your toes in the CRM waters without breaking the bank or drowning in overly complex features.
Free Trial Streak CRM also offers a 14-day free trial, specifically for its Pro+ plan. This can be a fantastic opportunity for businesses considering an upgrade to test drive the premium features. During this two-week period, you get to experience first-hand the extensive capabilities of the Pro+ plan without making an immediate financial commitment. If you find the additional features meet your needs, the transition to a paid plan is seamless. If not, you can easily revert to a lower-tier (or free) plan.
Streak CRM Core Features
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Pipeline Management
A CRM is only as good as its pipeline management feature, the true test of whether it's worth its weight in digital gold. At Small Business Bonfire, we put Streak's pipeline management to the test over an intense three-month period, and the results were nothing short of impressive . For starters, we loved how all of our contact details were easily accessible through our Gmail account. It was essentially all the contact management capabilities of Gmail from your pipeline dashboard. The customization options were also a standout, allowing us to mold our pipeline to fit our unique business needs . Here's an example of the pipeline customization screen, where we could easily add, remove, and name each pipeline stage. We created one specifically for "affiliate marketing partnerships." Below, you can see how things shaped up once we added some of our deals into the mix. The clear visual representation of each stage made tracking progress a breeze, proving that Streak doesn't just talk the talk but walks the walk when it comes to effective pipeline management. Speaking of clear visual representation, we were able to choose from a ton of views (shown below). Some of these include the following: Groupings Pie charts Line charts Column charts Bar charts Each view presents its own unique perspective, allowing you to better track deals and progress. However, the sheer amount of utility it has makes Streak stand out from the rest of the competition (when it comes to pipeline management). Some of the many use cases for the CRM software include: Sales Project management Business Dev Hiring Job Search Investor Fundraising And there you have it, folks. Streak CRM is like your trusty Swiss army knife in the murky world of pipeline management, offering an array of features as diverse as your business needs . So whether it's managing sales, project management, or even fundraising, Streak's got your back !
Mail Merge
Gmail is the lifeblood of many SMBs, so having the ability to send personalized emails at scale can be a real game-changer. Streak offers powerful mail merge capabilities such as "snippets," which allow you to craft emails that can be quickly and easily personalized . Here's an example of a snippet we created within seconds to follow up with affiliate marketing B2B contacts. You can also use the Mail Merge feature to quickly add contacts from your pipelines into an email . Now you have a streamlined workflow, enabling you to reach out to multiple people in seconds. The Bulk Send feature has definitely come in handy for our team, allowing us to quickly send reminders and updates to all of our clients !
Workflow Automation
We here at Small Business Bonfire are no strangers to the world of automation, and we felt like kids in a candy store with Streak's offerings. We got our hands dirty (figuratively speaking), rolling up our sleeves to create all sorts of automations . So you'd probably think it would be complicated to set up, right? It was as simple as 1-2-3 with their automation editor. In a few clicks, we had our first automation live and running. Each automation took us only a few minutes to set up , and the best part? No coding knowledge was required ! Here's the first stage in the automation creation process. From there, it was just a couple of clicks, and voilà! We had our automation working like magic. Some additional uses for Streak's automation that we came up with included the ability to: Schedule emails Send automated follow-ups Set reminders for tasks and activities Automatically assign tasks to team members Monitor customer behavior In the end, Streak's workflow automation proved to be an effective antidote to the struggle of manual data entry . Streak not only talks the automation talk but also walks the automation walk!
Email Tracking
With the email tracking feature, Streak CRM turns your inbox into a powerhouse with its email tracking feature. Over a three-month testing period at SBB, Streak's email tracking emerged as a game-changer in our communication workflows . The in-built feature allows you to monitor when an email is opened and helps in understanding recipient activity, thus paving the way for timely follow-ups and efficient task management. The cherry on top? Everything is right there in our Gmail inbox, saving you the hassle of switching between different apps and tabs . The 'all-in-one-place' approach gives Streak a clear edge, making it a beloved tool in our digital toolbox .
Box Insights (Powered By AI)
Buckle up because we're about to take a thrilling ride into the future! With the Pro+ and Enterprise plans, Streak offers AI-powered box insights on each custom box you create in your pipelines. This isn't just your run-of-the-mill data analysis; we're talking about a sharp, intelligent system that: Provides comprehensive summaries of deal interactions: This means no more manual tracking or sifting through piles of data. The system neatly organizes and summarizes all your deal interactions, presenting you with a clear, digestible overview. Answers direct questions: Got a burning question about a deal that's been nagging at you? Fear no more! Just type it in, and the system will sift through its vast informational reserves to return a precise, accurate answer. Automatically fills in fields: Say goodbye to the tedious task of manual data input. The AI-powered system will cleverly fill in the fields for you, saving precious time and reducing the risk of errors. With Streak CRM's AI-powered box insights, it's like having your very own personal assistant who never sleeps. Now, who wouldn't want that?
Reporting & Analytics
Learning from your data is a crucial part of the sales journey, and Streak CRM provides various reporting options to help you make better decisions. Streak provides a comprehensive set of standard reports that can be easily customized to suit your needs. Some examples include: A detailed report that goes deep, much like a detective on a noir film, unearthing every nitty-gritty fact about your sales activities. A trend report that's no less than a fortune teller, giving you a crystal clear picture of your past, present, and potential future sales patterns. An activity report that acts like a parent, keeping tabs on every email sent, calls made, and deals closed. And last but not least, a sales team performance report , which behaves like a high school gym teacher—always keeping score and ready to give out gold stars to your top performers (or maybe just a virtual pat on the back). We could easily customize our reports to specifically fit Small Business Bonfire. That way, we could understand the data of all our business processes in one place . Here's how the customization looked (to give you a better idea). Here's an example of a report we created in seconds (based specifically on our affiliate marketing partnerships). We loved the drag-and-drop interface that made it easy to create, customize, and share reports across all our teams! Our takeaway: Our foray into Streak CRM's reporting and analytics was akin to a safari tour in a data jungle, only much less chaotic and much more enlightening. It was like having the eyes of an eagle, allowing us to zoom into the finest details while also allowing us to soar high for a broader perspective on our sales processes.
