Streak

Avaliação Streak

Comentários: Utilizo a versão gratuita que, até o momento, me serviu muito bem. Minha empresa conta com apenas um funcionário e é preciso administrar muitos pontos em comum, por isso um sistema de CRM intuitivo pode fazer muita diferença. Ainda estou me acostumando e quero, em breve, passar à versão paga.

Vantagens:

A integração do Streak com o Google e todo o sistema da caixa de entrada do Gmail é sem dúvida meu ponto favorito sobre o software. A ferramenta se apresenta como uma forma bastante intuitiva de introdução ao CRM e é possível gerenciar muito bem suas ferramentas. Também me agrada muito o rastreamento de emails, um aspecto importante no meu dia a dia para saber o que foi entregue e/ou não foi respondido.

Desvantagens:

Ainda que intuitiva, não é tão simples se acostumar à ferramenta e saber como ela funciona especificamente para seu uso. É preciso dedicação até entender como ela pode trazer os melhores resultados no dia a dia. O sistema de rastreamento de emails por vezes fica confuso quando há muitas respostas ao email original.

Faz o que promete, apesar da interface ruim no gmail

Vantagens:

Os follow-ups automáticos e a personalização das mensagens são uma grande praticidade

Desvantagens:

Interface ruim e pouco intuitiva, falha e lentidão em várias interações

Seamless Integration with Gmail to track Read emails

Vantagens:

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

Desvantagens:

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

Incredibly useful CRM that integrates into Gmail

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Frustrating CRM

Comentários: It works as a database, but we frequently backed data up to excwl sheets due to outages.

Vantagens:

Streak makes it easy to have a database of contacts.

Desvantagens:

Confusing options, frustrating functionality at times. Cloud based, so not always available when outages happen.

Importance of the email traking

Vantagens:

On the business, the email tracking is very important. To know it the clients reads your email is everything

Desvantagens:

For now everything is working for me, simple and productive

A Very Useful Product

Vantagens:

I enjoy and prefer to use Streak in my email campaigns for monitoring email deliveries and opens.

Desvantagens:

There are no negatives that I can think of at this time.

LOVE this product!

Vantagens:

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

Desvantagens:

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

Efficient tool, provided you remember to use it!

Vantagens:

Works really well inside of Gmail and also has it's own mobile app which is a huge bonus (similar apps work only in desktop web interface). Have had great results from the mail merge followup function, but often forgt to track Leads and Projects consistently.

Desvantagens:

Only real frustration is that there's no native reminder for tasks and follow-ups other than an email... and the main reason for using it is so that I can see things without relying just on email.

Love Streak!

Vantagens:

Super easy to you and allowed us to manage hundreds of email conversations ensuring that we were staying on top of them all

Desvantagens:

Wish it connected with Outlook, instead of just Google.

Winning Streak

Comentários: I think this is a great add-on.

Vantagens:

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

Desvantagens:

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

Review For Streak for managing my email and sales pipeline

Comentários: Overall, I think Streak is a great tool that's worth considering if you're looking for a CRM solution

Vantagens:

I've used Streak for a few years now, and I've found it to be a very helpful tool for managing my email and sales pipeline. I like that it's integrated directly into Gmail, so I don't have to switch between different applications. I also appreciate the various features that Streak offers, such as email tracking, templates, and sequences. These features have helped me to stay organized and to improve my sales performance.Overall, I'm very happy with Streak. It's a powerful tool that can help you to be more productive and to close more deals

Desvantagens:

Easy to useIntegrated with GmailPowerful features, such as email tracking, templates, and sequencesAffordable

Streak - what I think about it

Comentários: My general experience is highly positive, we've been using this software for several years and all of our sales is based on it.

Vantagens:

I like the fact that it seamlessly integrates with Gmail and works like a powerful plugin to software that I use anyway.

Desvantagens:

Lack of serious reporting is a downside. The support should be more responsive as well.

Streak Reviewed

Comentários: Best in the category of email and sales tracking.

Vantagens:

Accuracy of tracked emails and the timings. Timely notifications when receiver views the email provides the ease to track and report data.

Desvantagens:

It gets log out automatically sometimes. That makes it a bit difficult to log in again and use the platform.

Email Marketing with Streak

Comentários: It is a great tool for everyday email marketing needs.

Vantagens:

What I like about the software is that it is easier to know if the receivers have actually read your emails.

Desvantagens:

I once tried sending multiple emails but it was corrupted and not readable. It is really frustrating.

Streak has been a great add-on to my current capabilities, and I can't imagine doing without it now

Comentários: I've used Streak for the past 2 years or so. As an Account Manager in public relations, I needed a way to reliably and easily track who was actually checking out my sent messages, and who was most likely to respond well to my email campaigns. Ever since then, Streak has been completely adopted into my workflow, and I absolutely can't do without it!

Vantagens:

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

Desvantagens:

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

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

Comentários: 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!

Vantagens:

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.

Desvantagens:

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 Blast? Streak is the man!

Comentários: 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!

Vantagens:

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.

Desvantagens:

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.

Unexpectedly awesome for task tracking

Comentários: It made Gmail far more powerful both in general and for task tracking.

Vantagens:

I'd never really thought of using CRM software before, as I'm not the typical target audience for that kind of product , yet ended up installing Streak for the extra tools in Gmail. After installing and playing around with it a little, I suddenly found I WAS using the CRM features, albeit in a probably unintended way, to manage pretty much all my work. The fact you can completely customise pipelines, very easily, makes it easy to make it fit what you're doing. I ended up using it not just for snoozing emails but as a task tracker, creating stages for who tasks were waiting for responses from (completely ignoring the built in "Assigned To" section since I was the only person using it at that point), which were blocked and which were complete. You aren't limited to using only one pipeline for a single purpose, so you can use it in several different ways. I thought manually adding conversations to boxes would be slow and unworkable, but it really isn't. Add the notes and magic columns and it's REALLY an improvement on Gmail for any emails you're actually at all interested in. The separate naming of boxes from email subjects also makes it easy to find repetitive problems - if the autocomplete when entering a box name comes up with the same thing you're typing, you probably have had that problem before and if you used the Notes feature to record how you solved it, it saves you trying to recreate what you did months back.

Desvantagens:

None of these are really serious, just "things to improve": - You can't have emails in multiple boxes - irritating as you sometimes have conversations covering more than one topic, or changing from one to the other (and thread splitting isn't really applicable if you end up discussing multiple things in a single email) - No way to merge boxes except deletion and recreation - along with occasional bug preventing already created boxes from being selected (fixed by refresh) - No easy way to give say a client a way to view a pipeline, except getting them to install it and adding them to the team, which brings up: - Billing / team structure not really suited to freelancers - all team members must be on same plan so it's an active DIS-incentive to move off the paid version, as if I wanted to share a pipeline with a client they'd have to subscribe at the same level as me, which isn't really feasible for smallish or one-time jobs. - If you have more than one pipeline the UI is a little fiddly to select which you want - should be big buttons, not single lines of text. This slows down adding to boxes.

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Mass Email in a Snap? Streak is the best!

Comentários: Streak is the best CRM that connect quickly on Gmail. You can personalize your email templates avoiding doing the manual one on one sending.

Vantagens:

It is hard for a recruiter like me to update all candidates one by one via email regarding the next steps of their application. It is also emotionally and physically draining for me to notify them regarding their failing interviews one by one, but when I discovered Streak, I was able to do mass email but still in a personalized way. Streak enabled me to tweak each email template such as the subject of my email, the next steps of their application, and also the names of the addressee by just editing a .csv file. It made my recipients feel that it is personalized even if it is really a mass email. I also like the fact that I can monitor who opens my sent emails, and also Streak enabled me to schedule email blast which is very helpful for me since I don't need to make a reminder anymore - I can just do it in one sitting.

Desvantagens:

I don't have anything to complain of wit this software. Maybe what I least like is that whenever I use a different computer or laptop, I need to reinstall to chrome and to run the Streak application again.

Streak is amazing!

Comentários: Overall we love it!

Vantagens:

We love streak for tracking our customers! We can put them into categories and add notes, attachments, emails and phone calls all in one place. We also have used it for tracking inventory, project budgets, etc. It is a great tool!

Desvantagens:

I wish it was easier to view outside of gmail. If I switch computers, that computer needs to have it downloaded on it to see it. I also wish multiple people could work on a streak account without needing to pay an expensive price for a professional account.

A Beautiful GSuite + CRM Marriage

Comentários: 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!

Vantagens:

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

Desvantagens:

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.

Streak CRM has completely simplified all aspects of Event Management for my Banquet department.

Vantagens:

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

Desvantagens:

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

What would I do without Streak?

Comentários: The biggest benefit is being able to schedule an email reminder weeks or months out -- about something I need to take care of at some later date. I'm able to then put that thing out of my mind, freeing up space for things I need to deal with sooner.

Vantagens:

The biggest value I get from Streak is to schedule emails to re-appear in my inbox at a later scheduled time. I use this feature for all sorts of reasons: 1. to remind myself to check in on tasks I've delegated, or questions I've asked that haven't yet been answered 2. To procastinate emails I don't want to deal with right away -- but still practicing "inbox zero" 3. I'm in fundraising and make a lot of "asks" by email. They often don't get a response, and I have to remind the recipient that I'm waiting for a response. With Streak I'm able to schedule regular check-ins, and can put the request out of my mind, knowing that Streak will take care of it for me.

Desvantagens:

I do get errors from time to time ("Streak failed") and the error reports don't give me sufficient information to track down what happened.