Streak

Email Tracking: Users have found the email tracking feature in Streak to be easy to use and very handy, with some reviewers mentioning its usefulness. They appreciate being able to track the status of their emails and know if they have been opened or not. The real-time notification when an email is opened also helps them stay updated on their communications.

Snippets Feature: Reviewers find the snippets feature in Streak very good, as it provides shortcuts for frequently used messages, saving them a lot of time. This feature allows users to quickly paste pre-written messages and templates, improving their efficiency in communication.

Integration with Google Sheets: Many users like that Streak integrates well with Google Sheets, allowing them to import data and streamline their workflow. Having a CRM platform within their Gmail Gsuite account helps improve day-to-day operations and organization for some customers.

Inadequate User Interface: Several users have expressed dissatisfaction with the user interface (UI) of Streak, stating that it could be improved for better usability. They feel that the UI lacks a proper interface other than what is visible in the Gmail inbox, suggesting a need for a more intuitive and visually appealing design.

Limited CRM Features: Some users have indicated that the CRM features of Streak are limited compared to some competitors. They desire additional functionalities to enhance their sales processes and improve customer relationship management. This suggests a potential gap in meeting the comprehensive needs of businesses seeking robust CRM capabilities.

Integration Challenges: Users have mentioned compatibility issues with Microsoft tools and difficulties in integrating Streak into their existing workflow seamlessly. They suggest that Streak should work better with Microsoft and other tools such as quote systems and CRMs. Improving integration capabilities would provide users with greater flexibility and efficiency in managing their tasks within Streak.

Based on user reviews, there are three common recommendations for Streak CRM. First, users suggest taking the time to get the data and information correct in the beginning. This involves investing effort into ensuring accurate and up-to-date data when setting up Streak CRM. Second, users recommend having a clear vision of how to use Streak for business and seeking help from the Streak team for setting up pipelines. Having a clear understanding of their business needs and goals is crucial before implementing Streak CRM, and contacting the Streak team can provide valuable assistance in pipeline setup. Lastly, users highly recommend trying out the trial or free version of Streak CRM. This allows users to familiarize themselves with the software's features, interface, and functionality without any financial obligations. Users also appreciate the responsive and helpful support team throughout their trial or free usage period. Overall, users highly recommend Streak CRM as a valuable tool for tracking clients and managing sales and marketing activities.