Streak CRM
Streak CRM is a customer relationship management platform designed for small businesses. It features tools for managing contacts, tracking interactions, automating workflows, and analyzing data to help optimize sales processes.
sales
pipeline-management
contact-management
workflow-automation
Streak CRM: Simple Sales Platform
Streak CRM is a customer relationship management platform designed for small businesses. It features tools for managing contacts, tracking interactions, automating workflows, and analyzing data to help optimize sales processes.
What is Streak CRM?
Streak CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small businesses. Some key features of Streak CRM include:
- Contact Management - Organize contact details for leads and customers including names, companies, email addresses, phone numbers, locations, and custom fields.
- Interaction Tracking - Log emails, calls, meetings, notes, and schedule follow-ups to capture your interactions with contacts.
- Sales Pipeline - Visual sales pipeline to track deals by stage from lead to close.
- Email Integration - Sync emails from Gmail, Outlook, Yahoo to automatically track conversations.
- Automation - Create automation rules and workflows to assign tasks, send emails, update fields when certain conditions are met to streamline repetitive tasks.
- Analytics - View real-time reports and dashboards to analyze deal flow, team performance, lead response times, and more to inform strategy.
- Calendar - Calendar view to visualize scheduled tasks, meetings, and calendar integrations.
- Team Collaboration - Collaborate with teammates by sharing contacts, deals, notes, and tasks.
- API & Customization - Integrate with other apps via API and customize fields, views, workflows, and rules.
Streak CRM prioritizes ease of use with its intuitive interface tailored for small business owners and entrepreneurs rather than complex enterprise platforms. It aims to help streamline sales processes for maximum productivity and conversion rates.
Streak CRM Features
Features
- Contact management
- Email tracking and integration
- Workflow automation
- Sales pipeline management
- Reporting and analytics
- Mobile app for iOS and Android
Pricing
- Free
- Freemium
- Subscription-Based
Pros
Seamless Gmail/G Suite integration
Customizable sales pipelines
Affordable pricing for small businesses
Simple and intuitive user interface
Cons
Limited customization options compared to enterprise-level CRMs
Lacks some advanced features like lead scoring and predictive analytics
Can be challenging to set up for users unfamiliar with CRM systems
Official Links
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