Streak CRM: Real Estate Software Review (2024)

A customer relationship management (CRM) tool is a prerequisite to thrive in the innovation-driven world of modern real estate investing.

Streak CRM, born out of Alex Mawani’s frustration with juggling between external tabs and Gmail, lives inside the Gmail dashboard, transforming how users, particularly real estate investors, handle lead management and day-to-day tasks.

Starting with a quick overview of its features below, discover how the Streak CRM can streamline your real estate venture in our Streak review:

• What Is Streak?
• How Does Streak Real Estate CRM Work?
• Streak CRM Features
• Streak Pricing
• Pros and Cons
• Streak vs. Competitors
• Final Thoughts

What Is Streak CRM?

Streak is an American-based customer relationship management software built specifically for Gmail. As a Chrome add-on and a Gmail plugin, Streak allows users to seamlessly manage sales, customer relationships, and enterprise-specific business processes from the Gmail inbox. Additionally, this CRM offers a range of email power tools, such as email merge and email tracking, further fueling productivity.

Thinking about investing in real estate? Join Alex Martinez at his FREE training to learn how to get started with house flipping and wholesaling!

How Does Streak Real Estate CRM Work?

Streak works as a customer relationship management (CRM) tool integrated directly into Gmail. Thanks to its Chrome extension, Streak helps real estate investors grow their businesses and other users manage various business processes without leaving the Gmail inbox. Users can add and nurture leads, build and organize sales pipelines, and manage customer interactions within the Gmail dashboard.

Note Streak allows users to build and manage pipelines for nearly any process, including hiring, work projects, and event planning. And because it’s fully embedded into Gmail’s infrastructure, Streak also collaborates with Google workspace apps such as Google Docs, spreadsheets, and calendars, making it easy to access and navigate business data and reports. Check out what it can do: 

• Organize transactions: Streak by Google has an array of prebuilt pipeline templates for basic business processes such as sales, hiring, product development, and project management. Streak also lets users create custom pipelines, meaning you can create one to organize transactions specifically.
• Build relationships: Streak CRM pipelines feature a flexible entity called a box. These boxes accommodate comprehensive lead data, including activity timelines, email addresses, tasks, and even file attachments. This design allows real estate users to easily review a lead’s interactions with their business and devise nurturing strategies that meet their expectations, thereby fostering stronger relationships.
• Create tasks and follow-up: Thanks to Streak boxes, users can create, assign, and collaborate on tasks without leaving the Gmail inbox.
• Email power tools: Gmail CRM streak offers email tracking, email merging, shareable prebuilt templates, an email scheduler, and a snooze button.
• Manage deals & listings: From sales processes, projects, and hiring processes to real estate listings, Streak allows users to create pipelines for nearly any function.

Organizing Transactions

Streak by Google has an array of prebuilt pipeline templates for basic business processes such as sales, hiring, product development, and project management. Additionally, Streak offers custom pipelines, meaning you can create one that specifically aligns with a workflow you wish to manage, for instance, real estate transactions. 

Each pipeline features color-coded rows that define different stages of a particular transaction presented in a spreadsheet view. Pipelines feature a flexible entity called a box. These boxes are highly adaptable and accommodate all kinds of information related to that transaction, including activity timelines, email addresses, contacts, comments, notes, tasks, and even file attachments. 

Building Relationships

Streak CRM for Gmail is a Google extension, meaning it technically lives inside the Gmail dashboard, presenting itself as a sidebar. This design choice ensures that, upon email opening, all information related to that subject becomes instantly accessible within the designated “Box” on the sidebar. 

And since the box features a comprehensive activity timeline showcasing all email exchanges and customer interactions, it eliminates having to switch between tabs and allows you to review a lead’s engagement with your business easily. This empowers you to figure out where the lead is headed next and devise lead-nurturing strategies that meet and surpass their expectations, thus fostering a stronger relationship with each lead.

Furthermore, Streak boxes boast features such as notes, comments, and reminders. Such functions facilitate marketing personalization, consequently promoting client loyalty. Streak combines simplicity and formality to offer robust customer management software for efficient lead management and relationship-building without you ever having to leave Gmail.

Creating Tasks and Follow-up

Google CRM streak also greatly simplifies follow-up. When you add someone to a pipeline, you just need to click the Streak action logo from the main dashboard, and boom! Their pipeline shows up as a sidebar, and you can see where they are in the process, recent activity related to their account, and all other related information.

There’s also an option to add new tasks to each stage in your pipeline right from this sidebar. And since Streak integrates with each Google workspace tool, you can sync task lists with Google Calendar to plan your workday and ensure every priority task is completed on time. Premium subscribers can assign these tasks and share pipelines with team members. 

Email Productivity 

Gmail CRM Streak offers some powerful email productivity tools. These include an email tracking tool that lets you see whether and when your emails are opened and read or even when links within the emails you send are opened. Stream CRM also features email snippets that you can set up as automatic responses to client and associate emails, saving time and effort while ensuring timely responses. 

As with Streak prebuilt pipelines, these email templates are also customizable, meaning you can tailor them to align with your brand tone and needs or even create new snippets that align with your business needs. Moreover, these email snippets are shareable for subscribers on paid plans. 

Streak CRM also features a scheduler that you can use to schedule emails. Additionally, if you don’t want to respond to a certain email right away, the Streak CRM extension features a snooze button that lets you archive the email for a set period, and when the set time runs out, Streak automatically brings the snoozed email back to the top so you can take action. 

Another notable email power tool is mail merge. Using Streak, you can mail merge directly from Gmail and send a single email to up to 5,000 contacts in a go. 

Read Also: The BEST Wholesale Real Estate Email Template (With Examples) 

Streak CRM Features

• Activity dashboard
• Activity/task management
• Appointment scheduling
• Calendar management
• Customer contract management
• Customer support portal
• Document & contact management
• Desktop integration
• Marketing ROI analytics
• Email marketing
• Case management
• Support analytics
• Mobile user support
• Marketing ROI analytics
• Lead management
• Reporting & analytics tools
• Knowledge base 

Read Also: 10 Best CRM For Real Estate Wholesalers

Streak Pricing

Streak offers five distinct plans that cater to various needs: the free version, solo plan, pro plan, pro plus plan, and an enterprise plan.

• The free plan is forever free and is an excellent choice for individuals looking to explore Streak’s CRM without cost. It delivers impressive value with a basic CRM that handles up to 500 pipelines, permits mail merges for 50 emails daily, and includes email tracking.
• Priced at $15 per month, the solo plan is tailored for individual users like real estate agents looking to streamline their operations using an all-purpose CRM. It features a basic CRM capable of managing a whopping 5,000 records, supporting 800 mail merges daily, and maintaining email tracking features.
• Stepping up to $49 monthly, the pro plan brings advanced CRM functionalities with unlimited pipeline capacity and up to 1,500 mail merges daily. Pro users also get access to share pipelines, which help streamline collaboration and networking, making this plan perfect for real estate businesses with teams.
• The enterprise plan, priced at $129 per month, is ideal for commercial real estate investors and those seeking top-tier features. In addition to all features in Pro, the Enterprise plan introduces custom permissions, data validation, and priority support, ensuring a comprehensive and tailored CRM experience.

Read Also:  How To Invest In Commercial Real Estate: A Beginner's Guide 

Streak CRM Benefits

Streak CRM offers users quite a wide range of benefits for real estate professionals. Here is a comprehensive review of the advantages of using Streak:

A Value-Worthy Free Plan

Most Streak CRM reviews from users commend the platform for an awesome free plan, and it’s not hard to see why. This free version gives users a basic CRM that can handle up to 500 pipelines, which is perfect if you’re a small-scale real estate folk with no CRM budget but need to streamline your workflows. Free plan users also get this cool mail merge feature, which allows them to send up to 50 mass emails in one click, streamlining lead engagement. Streak-free facilitates timely follow-ups, allows users to gauge how engaged leads are, and promotes seamless lead prioritization.

User-Friendly

The Streak CRM extension lives as a sidebar inside Gmail’s dashboard, which means it sits right on an interface you’re familiar with. Besides familiarity, this setup also keeps everything in one place, and when you need to review a lead, you don’t have to go on a treasure hunt for details; just click an email, and bam! All the information on the subject or real estate deal is right there. Alternatively, if you want to review your pipelines, you don’t need to switch screens; simply activate the sidebar using the Streak action icon at the top of your Gmail dashboard to access the Streak CRM. Furthermore, Streak pipelines are easy to work with thanks to features like easy-to-create visuals, filters, groups, and search functions that allow users to configure each pipeline based on their unique needs.

Enhances Productivity

Streak as a Gmail account add-on integrates with all G-suite apps and works inside Gmail, eliminating incessant switching between tabs. Users can also share business pipelines, add and assign tasks, communicate and collaborate within Gmail, and track essential details, all within the familiar Gmail interface. This promotes ease of use and enhances productivity by making all the data one may need available in just a few clicks.

Integrates With Third-Party Tools

Streak does not only simplify working with the Gmail workspace but also other tools as well. It features an API that integrates communication with a long list of third-party software, including Zapier, Zoho, and Quickwork, meaning reduced reliance on IT when collaborating, thus saving time and enhancing productivity. These integrations also mean you get the info you need from other software sent straight to your Gmail CRM. For instance, if you have a lead capture form on your website, Streak API can link it directly to your Streak CRM, so when someone fills it out, their info goes straight into your CRM, where you can easily access it without leaving Gmail.

Facilitates Seamless Collaboration

Streak CRM premium subscribers can share pipelines with their teams, associates, or partners, simplifying collaboration and networking. They can create teams, assign, and even track task progress from the Gmail dashboard, promoting productivity and teamwork.

Customizable

Streak is one of the most customizable CRMs in the market. You can tailor nearly every feature to align with the unique needs of your real estate venture. For example, you can create custom pipelines to manage business-specific workflows, use Streak API to build custom integrations with your internal tools, and even create customizable email templates for email and marketing campaign responses.

Powerful Email Tools 

Streak offers a range of email tools that can greatly enhance productivity and lead nurturing. These include customizable email snippets that help automate email responses, saving time and effort for the user while ensuring timely and efficient responses to clients. The mail merge function further amplifies productivity by allowing users to personalize and send a single email to up to 5,000 recipients in just one click. The snippets paired with the email merge function are incredibly valuable tools, particularly for real estate investors like wholesalers who must consistently reach out to and respond to multiple leads. But that’s not all. Streak also offers an email scheduler that enables real estate investors to plan and organize email correspondence efficiently. Other awesome emailing tools on Streak include an email thread splitter to enhance organization and clarity within email communications and an email tracking function that facilitates timely follow-ups, lead prioritization, and access to data for personalization.

Affordable Plans

Besides the free plan, Streak premium plans are reasonably priced and perfectly cater to different audiences. For instance, the solo plan is tailored with features that would perfectly fit a single real estate investor, such as house flipper, because it supports up to 5,000 pipelines and 800 mail merges daily, yet costs only $15. For real estate businesses with teams but working on tight tech budgets, the pro plan is quite affordable yet offers unlimited pipeline capacity and even shared pipelines.

Cross-Platform Flexibility

Streak CRM is a mobile app for Android and IoS users. This keeps users, particularly real estate investors, to stay on top of their pipelines and easily collaborate with their office teams.

Read Also: The 10 Best Real Estate Apps In 2024

Streak CRM Cons

While Streak is great, it does have some downsides to it, including:

• It’s designed for Gmail: While Streak being fully integrated with Gmail is one of its strong features, it’s also a downside because it means other email platform users, for instance, Outlook, Yahoo, and Apple Mail, cannot maximize its amazing features.
• Has no standalone CRM: Streak, primarily operating as a Gmail add-on, has its advantages. However, it also means Streak’s functionality is inherently tied to Gmail’s infrastructure. This setup hinders scalability and may lead to performance issues, slow loading times, and inefficiencies for businesses with a large number of pipelines and substantial data because Gmail, as an email platform, isn't designed to handle extensive data management requirements. Additionally, the larger the number of pipelines and data points a business may have, the harder it becomes to manage, organize, and navigate the information or locate specific details within the Gmail interface, which affects its ability to make decisions efficiently. What’s more, while Streak does offer some customization options, the extent to which users can tailor this CRM is limited compared to when using a standalone CRM platform.
• Limited mobile app functionality: Some Streak CRM reviews suggest the mobile app has reduced capabilities compared to the desktop experience. Consequently, they’ve had to rely primarily on the Chrome add-on for desktop usage and consider the mobile app a backup option rather than a comprehensive solution for managing CRM tasks on the go.
• Poor support and technical issues: Some users complain of poor customer support, while others suggest the CRM takes ages to load and occasionally freezes.

Streak vs. Notifii Connect

Notifii Connect is a cloud-based communication tool for property and facility managers, businesses, and students. Like Streak, Notifii Connect allows mass emailing from multiple accounts, promoting flexibility and scalability in communication, and also offers a scheduler. 

Notifii Connect provides analytics on sent messages, including details on who, what, and when messages were sent, allowing users to track communication patterns and assess the effectiveness of their marketing campaigns. This functionality is similar to Streak’s email tracking feature, allowing users to track whether and when their emails are received.

However, while Notifii Connect has a few features similar to Streak, it’s more about communication and less about customer relationship management. It lacks CRM features offered by Streak, such as pipeline management. Streak is also made for many users, while Notifii Connect focuses more on niches like property management, education, and students.

Streak vs. Zoho CRM

Streak and Zoho are both CRMs for Gmail. Like Streak, Zoho CRM is a Gmail plugin inside the Gmail dashboard. This means you can handle leads, create tasks, and manage your business processes and customer relationships from your Gmail account. Both CRM platforms allow you to navigate between your pipelines and G-suite apps seamlessly.

Like Streak, Zoho ensures your CRM records stay updated automatically as you interact with customers. While both offer free plans, Streak’s free version is limited to a single user, while Zoho allows up to three. However, Zoho is pricier, starting at $20 for its basic plan, compared to Streak’s more affordable solo plan at $15 monthly. Streak and Zoho are quite alike, with a few differences in pricing, so it’s your call to figure out which suits your needs better.

Streak vs. Salesforce Sales Cloud

Salesforce Sales Cloud is a CRM tool designed to improve customer relationships and increase sales. Despite some shared features with Streak, such as lead and opportunity management, contact and account tracking, and template management, the two platforms are worlds apart when it comes to their infrastructure. Streak functions as a Chrome add-on, whereas Salesforce is a stand-alone, all-in-one solution, giving it a more powerful overall capability.

It’s important to note Salesforce Sales Cloud does integrate with Gmail, but not as extensively as Streak. Consequently, Streak offers a better user experience for Gmail users because it lives right inside the Gmail interface. Moreover, Streak outshines Salesforce in terms of email power tools.

So, which is the better option? Both platforms are powerful in their own right. Streak is well-suited for a small business that relies heavily on Gmail. On the other hand, Salesforce Sales Cloud is a stand-alone CRM ideal for enterprise-level companies with intricate customer relationships and data management needs.

Streak Vs. Pipedrive

Streak and Pipedrive cater to Gmail users but differ in their core structures. Streak is a cloud-based CRM designed specifically for Gmail, seamlessly integrating as a sidebar within the Gmail interface. This setup streamlines customer and lead management and offers a better Gmail user experience on both platforms. Pipedrive, on the other hand, is a standalone CRM that integrates with Gmail but directly within its interface.

Streak and Pipedrive offer features like call logging, contact management, list management, and marketing automation. They are versatile, working across the cloud, desktop, and mobile. However, Pipedrive stands out with its lead-scoring functionality, a feature not in Streak. Pipedrive’s standalone CRM nature makes it more robust and better suited for large-scale customer relationship management. On the other hand, Streak offers better email power tools.

So, which one should you opt for? Your choice depends on your business size and needs. Pipedrive suits small-to-large enterprises, while Streak is better tailored for small-to-medium-sized businesses primarily relying on Gmail because it offers a superior Gmail-centric experience.

Read Also: Pipedrive Real Estate Software Review (2024): Pricing & Features

Final Thoughts On Streak CRM

Based on our detailed review, Streak is an invaluable asset for startups, small teams, and medium-sized businesses, particularly those deeply entrenched in the Gmail ecosystem. It fully integrates with Gmail, providing a seamless user experience for real estate investors heavily reliant on G-Suite apps. Streak also offers robust lead and transaction management features and advanced email tools, making it a powerful CRM solution.

While there are certainly better options, such as Salesforce and Hubspot, Streak’s user-friendly design and Gmail-centric approach make it a compelling choice for real estate investors, realtors, and freelancers seeking efficient customer relationships and email management within a streamlined interface.

*Disclosure: Real Estate Skills is not responsible for the information provided by Streak or on its respective website. Streak is an independent company which provides real estate services to investors. Real Estate Skills trains on using Streak and the benefits of using the service but is not responsible for the content it provides.