Streak – CRM for Gmail Make It Easy To Start Tracking Customers Great For Beginners
December 29, 2022
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Streak CRM for Gmail is a powerful and easy-to-use tool that is perfect for beginners looking to get started with customer relationship management. Streak is an all-in-one solution that makes it easy to track customers, manage deals, and collaborate with team members. It’s designed to be intuitive and user-friendly, so it’s easy to get up and running quickly. With Streak, you can keep track of customer conversations, follow up on deals, and get real-time updates from your team. Plus, Streak integrates seamlessly with Gmail, so you can use it with the familiar Gmail interface. Best of all, Streak is free to use, so you can start tracking customers with no upfront costs. Streak is the perfect CRM for anyone looking for a straightforward way to manage customer relationships.
Benefits of Streak for Beginners
If you’re a beginner looking to get started with CRM, there are several benefits to using a solution like Streak. First, it’s designed to be easy to use and straightforward, making it ideal for beginners. Additionally, it can integrate with Gmail, so you can use it with the familiar Gmail interface. And because it’s cloud-based, it can be accessed from anywhere, making it easy to collaborate on projects even if you’re working remotely. With a CRM tool like Streak, you can keep track of all your customer data in one place. This makes it easy to stay organized, follow up on leads, and stay on top of sales. Additionally, having all of this information in one place can make it easier to understand your customers and grow your business.
Streak Features and Functionality
In addition to managing customers, Streak also allows you to manage your sales and marketing efforts. You can add deals, track revenue, and follow a sales pipeline to know where you stand in any given deal. With Streak, you can also set follow-up reminders and create call scripts to stay on top of your sales activities. With Streak, you can also stay on top of your marketing efforts. You can set up marketing tasks and track your progress. You can also manage your leads and follow up on your marketing activities. Beyond the basics of CRM, Streak also features a kanban board, visual graphs, and chart and data insights to help you gain more insight into your business.
Streak Pricing and Plans
While you can use the free version of Streak, it does have limitations that might be problematic for some users. You get 1GB of storage for your customer data, 5 team members, and 1,000 contacts. If you want to upgrade to the premium version, it costs $19 per user per month. Plus, you get unlimited storage space, unlimited team members, and unlimited contacts. If you upgrade to the premium version, you get team collaboration features like task management, kanban boards, and real-time notifications. Additionally, you get access to unlimited storage, more data insights, and premium support.
Streak Integrations with Gmail
One of the biggest advantages of using Streak is that it integrates with Gmail. This means that you can use all of the features of Streak within your Gmail inbox. You can also see all of your Gmail messages and contacts in the Streak dashboard. This makes it easy to track all of your conversations. Beyond integrating with Gmail, Streak also integrates with a number of other tools. You can integrate with Google Sheets, Gmail, Zendesk, Salesforce, Facebook, among others. This makes it easy to share information between tools and keep all of your team members updated.
Streak User Interface and Usability
One thing that makes Streak stand out among other CRMs is that it’s designed to be very user-friendly and easy to use. Whereas some CRMs are daunting or difficult to use, Streak is designed with a simple, user-friendly interface. One of the best features of the Streak interface is that it is fully integrated with Gmail. This means that you can use all of the features of Streak within your Gmail inbox. This makes it much easier to track your conversations and stay on top of your emails. Beyond the integration with Gmail, Streak also features an intuitive interface that is easy to navigate. You can see all of your team members and customers in one place. Additionally, you can see all of your deals and your sales pipeline at a glance. Plus, all of the information is easy to find, making it easy to stay on top of your business.
Streak Security and Data Protection
Because Streak is fully encrypted and compliant with HIPAA, ISO 27001, and GDPR, your data is protected. Additionally, you can set permissions and choose who has access to which pieces of data. This helps ensure that your data is secure, while still making it easy for your team members to find what they need. Beyond the security of your data, you can also use the audit trail feature to see who’s accessing your data and when. This can help keep you compliant and protect your data from being misused.
Streak Customer Support
One thing that sets Streak apart from many other CRMs is that it offers live chat customer support. This makes it easy to get help when you need it, and it can make the process of getting started with Streak easier. Beyond live chat, you can also access a knowledge base for quick answers to common questions. You can use the knowledge base to learn more about the various features of Streak.
If you’re not sure that Streak is the right CRM for you, there are a number of alternatives you can consider. HubSpot CRM is another CRM that is designed for beginners. You can also try using a spreadsheet to track your data, like with the CRM template. If you’re looking for something a bit more robust, you can also try using Salesforce, Insightly, or Zendesk. These tools are designed for more advanced users, but they offer a more robust feature set.
Streak CRM for Gmail is a powerful and easy-to-use customer relationship management tool that is perfect for beginners looking to get started with CRM. With Streak, you can manage customers, track your sales, and collaborate with team members from your inbox. It’s designed to be intuitive and user-friendly, so it’s easy to get up and running quickly. With Streak, you can keep track of customer conversations, follow up on deals, and get real-time updates from your team. Plus, Streak integrates seamlessly with Gmail, so you can use it with the familiar Gmail interface. Best of all, Streak is free to use, so you can start tracking customers with no upfront costs.