Great CRM for Gmail/Worspace users
Streak is the "go to"-option if you're looking for a CRM inside Gmail. The convenience of not having to switch tabs or bcc your CRM is a life/time saver. Inbox labels, a sidebar for context and a bunch of email power features add great value: Open/link tracking, shared snipppets, team email sharing, mail merge, drip sequences... Support is also great quick feedback and a growing knowledgebase. What more can one want? :)
On the CRM side, on creates records in pipelines with stages that serve as a funnel and can be filtered, grouped and saved as views. I like the balance between simplicity/usability and feature set, though you may find some nitty gritty details missing.
One needs to be very picky to find something to lament. While automations via Zapier are great, the Make.com integration is not so much. Formula are a niche feature, but using a Javascript flavor feels unnecessary complex. Be prepared to pay for the higher tier plans to get buttons, automations, navigation integrations and AI. You get what you pay for.
We're a small team of happy Streak power users since 2016. Streak, keep the good work up, don't outprice users or forget about the lower tiers. 🙏
PS: Loving Streak at work, I'm even using the free version to organize my private inbox. :)
19 de febrero de 2024
Opinión espontánea