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Streak

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Streak vs Zoho CRM: What are the differences?

Introduction:

Streak and Zoho CRM are both customer relationship management (CRM) software that help organizations manage their interactions with current and potential customers. While they share some similarities, there are several key differences that set them apart.

1. Integration with Gmail: Streak is specifically designed as a CRM tool integrated with Gmail, allowing users to manage their customer relationships directly within their inbox. With features like email tracking, contact management, and pipeline management, Streak streamlines workflows for Gmail users. On the other hand, Zoho CRM offers integration with multiple email platforms, including Gmail, Microsoft Outlook, and Yahoo Mail, providing flexibility for users who rely on different email clients.

2. Customization and Scalability: Zoho CRM offers a high level of customization, allowing users to tailor the CRM system to their specific needs. The CRM can be personalized with custom fields, layouts, modules, and workflows. Moreover, Zoho CRM is highly scalable, catering to businesses of all sizes from small startups to large enterprises. In contrast, while Streak provides customization options, its focus is primarily on small to medium-sized businesses, and it may not offer the same level of scalability as Zoho CRM.

3. Sales Automation: Zoho CRM offers advanced sales automation features such as lead management, deal closure tracking, sales forecasting, and workflow automation. These features enable sales teams to streamline their processes and improve productivity. Streak, on the other hand, provides basic sales automation capabilities but may not offer the same depth and breadth of features as Zoho CRM.

4. Pricing and Plans: Zoho CRM offers a range of pricing plans to suit different budgets and business requirements. They have both free and paid plans, with the paid plans offering advanced features and higher storage limits. Streak, on the other hand, follows a subscription-based model with different pricing plans based on the number of users. While Streak may be cost-effective for small teams, Zoho CRM provides more flexibility with its range of plans.

5. Mobile Apps and Accessibility: Zoho CRM offers dedicated mobile apps for iOS and Android devices, allowing users to access and manage their CRM data on the go. These apps provide a seamless mobile experience and enable users to stay connected with their customers anytime, anywhere. In comparison, Streak currently does not offer dedicated mobile apps, which may limit its accessibility for users who rely heavily on mobile devices.

6. Advanced Analytics and Reporting: Zoho CRM offers robust analytics and reporting capabilities, providing users with insights into their sales performance, revenue forecasts, and customer behavior. Users can generate customizable reports and dashboards to track key metrics and make data-driven decisions. Although Streak provides basic reporting features, it may not offer the same level of advanced analytics as Zoho CRM.

In Summary, Streak is a CRM tool designed for Gmail users with a focus on simplicity, while Zoho CRM offers a more comprehensive, customizable, and scalable CRM solution with advanced features, multi-platform integration, and dedicated mobile apps.

Advice on Streak and Zoho CRM
Needs advice
on
PipedrivePipedrive
and
StreakStreak

Hi all, I need one good online CRM which can integrate with many sales channels: - online store - social media - traditional sales - reservation system - services In the example, I need to see that customer spent: 10K in online store, divided 5k from insta store, 5k direct through the store 2k in traditional store (can be updated manually) 1k through the reservation system 0,5k through services paid I worked on Streak mainly, but I cannot see how most of this process can be automated.

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Replies (1)
Kris Zielinski
Recommends
on
PipedrivePipedrive

Hello

It looks like Pipedrive may be a good system for you. It wouldn’t be a problem to create specific custom fields for different revenue sources.

In terms of automation more important would be to know how integratable are these systems that you want to connect.

With good API and some pretty good third party connector software it may all be done and working within Pipedrive.

If you will have any other concerns, you can hit me up with more specific question. I’ll try to help.

Cheers, Kris

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Pros of Streak
Pros of Zoho CRM
  • 7
    Integrates with Gmail
  • 4
    Easy setup
  • 3
    Email Power Tools
  • 1
    Free tier
  • 1
    API
  • 1
    Great and easy reporting
  • 1
    Email / Blog scheduling
  • 1
    Lead management

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What is Streak?

Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

What is Zoho CRM?

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.

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What companies use Streak?
What companies use Zoho CRM?
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What tools integrate with Streak?
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What are some alternatives to Streak and Zoho CRM?
HubSpot
Attract, convert, close and delight customers with HubSpot’s complete set of marketing tools. HubSpot all-in-one marketing software helps more than 12,000 companies in 56 countries attract leads and convert them into customers.
Mixmax
Mixmax’s mission is to do the impossible with email. We believe everything you do today on the web should be possible in any email. This includes scheduling meetings, completing surveys, making purchases, playing games, and even interacting
Copper
People sign up with their number. You get verified info. Copper is a service for developers who want a seamless, always-improving signup and signin flow in their websites and iOS apps. We remove friction so more people become and remain users, while makers ship faster and maintain less code.
Pipedrive
Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
CopperCRM
It is a cloud-based, cross-platform CRM that seamlessly integrates with Gmail, Google Drive and the rest of the Google Apps suite.
See all alternatives