There are no shared pipelines in the free plan, which makes this less than ideal for teams. The core CRM tools include meeting notes, call logs and file attachments. The free Streak CRM plan gets you basic CRM features, like 500 contacts (“boxes”), 50 mail merges, and email tracking and snippets. Whenever a CRM software has both paid plans and free versions, you’ve got to wonder, what’s the difference? And should I be paying when I can use a free version? Streak free vs paid: what’s the difference? These will take over simple tasks, like moving a lead forward through the sales process after certain events are triggered. Once you’ve customized your pipelines, or even used some of the pipeline templates provided by Streak, you can begin setting up automated workflows. ![]() But, to get the most out of this pipeline, you can easily customize your fields and columns. The spreadsheet represents your deal flow stages, for example: new lead, deal in progress, sale won or lost. Streak looks like a simple spreadsheet, but in fact it is much more. Then you’ll have the Streak extension inside your Google apps on Safari. Once you search for the Streak plugin there, click on “get” and then open the file once it has downloaded. Similar to using Streak CRM with Chrome, to install this plugin with Safari, first visit the Mac App Store. Search for Streak CRM, and when you find the Chrome extension, click on the option which says “add to Chrome.” Once that is done, you’ll see the Streak symbol inside your Google apps. To install Streak on Chrome, visit the Chrome Web Store. This means you need to download the extension from sites like the Chrome Web Store or the Mac App Store. ![]() That being said, it is a good idea to go through the few but simple steps when it comes to setting up Streak and using it as a CRM tool nestled in your Gmail inbox. Streak is one of those CRM platforms that score relatively well when it comes to ease of use. As far as CRM solutions go, if you are a Gmail user, this is a great tool to streamline the business process. ![]() Streak CRM has many useful CRM features and other functionalities which we will be covering in detail here. It’s an ideal CRM for freelancers, startups and small businesses, especially as there is a free plan and a solo version that is quite affordable. Streak CRM is a customer relationship management software that is meant to work inside your Gmail and with other Google Workplace (formerly G Suite) apps. They can range from 20% off to 60% off, but these deals are always changing. As for other discounts like vouchers or coupon codes, you may search the web to obtain these from third parties. Are there any Streak CRM coupon codes or promo discount vouchers?Īs is clear from the pricing table, there is a 20% discount when you pay upfront for a whole year.
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