MACAW CRM vs. Streak

MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.

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If you receive a notification that a prospect just read your email and you don't receive a response, you're then aware they've received it and your pitch or product is on their mind -- making a call later that day all the more effective.

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• Blending of CRM within an insurance flow
• Great Lead Management, Quotation and Underwriting
• High level support for marketing campaigns and setting up successful content strategies
• Great support for legacy back-office system

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• The e-mail tracking feature is easy to use and very handy.
• The snippets feature are very good, have shortcuts to use and save a lot of time.
• Having a CRM platform inside your Gmail/Gsuite account is great for improving the use in a day to day basis.

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• Not very user friendly
• Configuration with older back-office system is a bit of a hassle
• Searches and uploads sometimes take a long time

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• Streak should work better with Microsoft. Often you need to run your excel files through Sheets in order for them to be compatible.
• Having a Dashboard rather than being a tab in your email might add to its usability.
• Automated progression through the stages

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It's not super intuitive and can get messy more quickly than I think it should. Once you start collaborating with multiple people, it gets hard to keep track of things and doesn't have a great process for that type of teamwork.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

They do a great job of explaining the product beforehand so support interaction is not needed as much.

MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

HubSpot was almost too freeform, I had a hard time grasping how it could work for me because there was so much that could be changed around. Streak was so easy to figure out without much time invested and I like that it just lives in my Gmail without needing to go to a separate website/login.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Allowed work from home due to its web UI
• Made using legacy back-office system easier, except for more complex cases
• Not user friendly and a bit hard to onboard into

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It has helped me save time on reaching out to people thinking that they didn't get my first email.
• It had the positive return on investment in the fact that the time I spend using Streak is much less than the time I would spend not using it.
• Streak has taught me the importance and ease of mail merges, since nothing else out there was as seamless to start with.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info