Streak
This Customer Relationship Management software enables teams to effortlessly customize their workflows, adapting to any process or scenario. Its user-friendly interface resembles a spreadsheet, making data management simple. Teams can efficiently filter and sort information, track tasks across pipelines, and collaborate seamlessly within Gmail, ensuring no follow-up is overlooked.
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Streak Review and Overview
Streak is a CRM system that uses the email channel for all its operations related to inter-user interactions. It specifically uses Gmail for this. It is quick, lightweight and offers several features for its price, leading to a higher ROI. It can be used for a variety of interactions as well, like project management, planning, customer interactions, and leads management, making it very adaptable. It can either be used in any major browser platform as an installable extension, or its features can be availed from its Android and iOS apps. It also has a free version with some basic features. These qualities, along with its reliable channel, make it a very popular CRM choice for those companies which are just started their digital transformation and are looking for a better way to communicate with parties.
What kind of business workflows can be managed by Streak?
Streak has a lot of scope for usage, even though it is single-channeled. For example, businesses can manage their client deals right from their inbox or can analyze their performance in the marketing sector by tracking all the email leads that have been generated. This will help predict and boost future sales of the business. Businesses may also manage their clients as well, and develop a better, more professional corporate relationship with them. This can even be extended to the sales and purchase of real estate, which requires a close analysis of all the steps involved in the prevention of fraud.
Using Streak for projects
Streak is also very useful for developers and project managers as well. It can be integrated with any project management software through Zapier or can be used on its own. When used on its own, it shows the steps of the project in a tabular, easily-readable format. Notifications can be sent through Streak to all the concerned developers and clients whenever a task has been completed. Also, after development, support can be provided as well. Developers can issue and track bugs and tickets for further improvement of the project post-development.
Top Streak Features
- Customizable team processes
- Simple spreadsheet-like interface
- Easy data filtering options
- Pipeline bottleneck identification
- Task visibility across pipelines
- Automatic data capture from emails
- Real-time notifications for follow-ups
- Gmail integration for seamless use
- Email sharing among team members
- Access to pipeline data on mobile
- Personalized email mail merge
- Email scheduling feature
- Snippets for quick replies
- Conversation thread splitting
- G Suite deep integration
- Open API for integrations
- GDPR compliant security
- Native mobile app support
- Comprehensive Zapier integration
- Google Technology Partner recognition
