Streak CRM for Gmail Review

A Proven Customer Management Software

By Kenneth Fillmore updated on Sat, 17 Jun 2023
Full Review

Consider buying the steak CRM for Gmail and work effectively with your Gmail and G Suite.

  • Creator: Jess Pingrey and Bianca Caballero
  • Contents: software
  • Official Website: streak.com
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Streak CRM for Gmail

Streak CRM for Gmail is an incredible customer management software designed perfectly to work effectively inside the Gmail and other Google workspace apps (G Suite). It is an effective CRM for different people, including startups, small businesses, and freelancers. If you are planning to start a business, this software is perfect for any solo version and free plan program you can consider. Moreover, it is affordable, making it the best choice for anyone who wants to start a small business or freelance. Consider buying this software and efficiently improve your tools like email tracking, pre-writing templates, and mail merge.

About The Author Of The Program

The author of this incredible book is Jess Pingrey. She collaborated with Bianca Caballero to create this powerful program that takes you through different aspects of the software. Jess is among the most successful business owners with a wide range of marketing tools and sales. She has more than fifteen years of experience, making her a great individual in business management. Moreover, she applies her knowledge of the industry to research sales. She delivers the best answers to questions concerning sales and other related topics. On the other hand, Bianca is an expert on business-related ideas at Fit Small Business. She covers different things about customer service topics and sales. Moreover, she is also an expert on temporary management and field sales. She also worked with different companies in Australia, China, and the US befo0re launching her career as a writer. Bianca gained her immense expertise in wring and editing technology, news, business, and health articles. She now uses her many years of experience to offer this incredible program.

Key Features Of The Steak Crm For Gmail

Like other programs in the market, the steak CRM for Gmail is a great product with features that will make it unique. Here are some of the key features linked to the steak CRM for Gmail;

Sales

The platform allows you to manage all your sales inside your Gmail. It captures all the information and transforms the existing Gmail into a featured CRM.

Project Management

The software will track existing and new conversations to channel overall product development discussion effectively. Moreover, the spreadsheet-style interface allows the team to collaborate effectively wherever you might be full.

Business Development

The program allows you to manage different partnerships across the team without any challenges or logging into different systems. Also, keeping everything inside Gmail keeps the platform efficient and straightforward.

Fundraising

You can effectively use this incredible software allows you to raise funds that will help close different investment deals effortlessly. It will also allow you to keep conversing with different investors and potential investors inside your Gmail. This allows you to know where every individual is in the fundraising process.

Support

This software also helps you prioritize and manage support bugs and tickets effectively.

Hiring

It allows you to keep track of all the applications and resumes to keep all the prospective candidates in the right loop effectively.

Real Estate

The software allows you to track deals, manage home buyers & sellers, and recruit new agents using an efficient system.

How To Use Steak Crm For Gmail

This is one of the best software you can consider buying for effective freelancing and business management. It is also one of the easier platforms to use. However, considering the steps involved when using this relative platform is always a great idea. Here are some steps to guide you on how to use the program.

  • Install the steak CRM add-on for Gmail – the platform is an extension. Therefore, consider downloading the extension from the official website (Chrome Web Store of the Mac App Store).
  • Customize your sales pipeline – the platform resembles a simple spreadsheet; however, it contains more. Generally, the spreadsheet often represents the deal flow stages, including new leads, sales won or lost, and deals in progress. But you can also get more from this by customizing your columns and fields.
  • Build workflow automation – after customizing your pipeline, you can start setting up your automated workflow. Generally, this will only take simple tasks such as moving through your sales process after triggering certain events.

Is Steak Crm For Gmail Right For You

With numerous plans available, the program is effective for many businesses and freelancers. This software works effectively with the G Suite and Gmail. Generally, this means it is an incredible product for people who have Gmail. Moreover, this software can also work for you effectively if you desire to switch Outlook with another email provider. The software is also affordable, making it the best choice for anyone. It also integrates with different G Suites, making it a perfect choice. Moreover, the software will also offer a central place where you will store your essential information to allow proper management. Consider buying this software if you look forward to having a successful business or improving your freelancing skills.

Pros And Cons Of The Streak Crm For Gmail

Pros

  • The program gives you access to excellent free CRM
  • This powerful program sits directly within your Gmail inbox, allowing easy access
  • The product allows you to build and effortlessly manage different types of processes.
  • It helps you manage all your workflows, including sales, recruitment, and project management, which will result in efficient business.
  • The software is also affordable compared to other programs in the market.
  • The program provides effective productivity tools, including email tracking, snippets, and mail merge.
  • It is designed in a simple format, making it easy to follow and understand
  • It does not require you to have any skills to use the program effectively
  • Anyone can use the program regardless of gender and sexual orientation.
  • It is also built for different types of workflows.
  • The program comes with impressive collaboration features that make it a legit program.
  • It has powerful tools that allow you to access the most from the program.
  • The program comes with a snooze function that allows you to remain on top of things without any challenges.
  • It is also free to use compared to other programs in the market since it comes in a basic version.
  • The program allows you to schedule and send emails later or on your preferred dates.

Cons

  • You can only work with Gmail
  • The program lacks the functionality of a fully-fledged CRM.
Yes, I Want Streak CRM for Gmail!
Streak CRM for Gmail
Visit Official Website

Frequently Asked Questions

Users can get a 100 percent money-back policy if the product does not work.
Some review-sites will try to draw you in by claiming you can download Streak CRM for Gmail for free. Their page titles might be something like, “Streak CRM for Gmail Free Download“. Then, you get to the site, and they try to justify it by saying it’s “risk-free”. Well, to me risk-free and FREE aren’t the same thing! While you can technically try Streak CRM for Gmail risk-free because of the 60-day money back guarantee, you still need the money up front to buy it in the first place so it isn’t free. Streak CRM for Gmail is not a free program and any site claiming a free download is either not being totally honest with you or is providing illegal copies, neither of which is good.
This is indicative of sites that usually use a title to their page that says something like, “Streak CRM for Gmail: Another SCAM!?!” or something of that nature. In other words, when you search for Streak CRM for Gmail in Google or another search engine, these sites show up with those types of titles in the listings. Sometimes these sites will also use what I call the “Fear Factor” in their headlines which is something like, “Streak CRM for Gmail: OMG So Bad!”. This is often nothing more than an attempt to draw you into their site by making you think they used the product and had a really bad experience with it. How do I know these are fake and not real scam alerts or legitimate complaints? Because the title cries SCAM!!!!! or a really horrible experience, but then you go to the page and read the review and it’s always an extremely positive, glowing review about how great Streak CRM for Gmail is. In these instances, they only use the word SCAM to try and draw you into their site because they know if they say something is a scam or a terrible program, you’ll probably click on their link to find out more about it, right? A legitimate bad experience or a real scam alert to help protect consumers is one thing, but don’t fall for this type of trickery and trust your gut when the headline/page title and review don’t match. No real Streak CRM for Gmail review will cry SCAM or claim it’s a terrible program in the title only to offer up a review that says the complete opposite.
  • Lavinia
    How to use streak for gmail?
    1 year ago
    • Streak is a customer relationship management (CRM) tool that helps you stay organized in Gmail. With Streak, you can easily track emails and deals, store customer information, and collaborate with colleagues in the same inbox. Here’s how to get started with Streak in Gmail:
    1. Install Streak from the Google Workspace Marketplace.
    2. Log into your Gmail account.
    3. Click the Streak icon in the upper right corner of Gmail.
    4. Create Boxes and Pipes to start tracking emails and deals.
    5. Enter customer information in the Customer Pane.
    6. Collaborate with others in the Comment Stream.
    7. Schedule tasks to follow up on a regular basis.
    8. Automate tasks with Pipelines and Triggers.
    9. Visualize your customer relationships in the Dashboard.

    Are There Alternatives To Streak CRM for Gmail?

    Check Out Streak CRM for Gmail (Official Website)