Part of what I love about being a business strategist is testing out and evaluating software and phew CRM’s are a biggie!
I have tested and worked with, I would say, just about all of them…salesforce, zoho, hubspot, Monday, sugar, nutshell, you get the idea. What I was always looking for for my clients (and myself) was something that was
- SMB friendly (aka not overkill)
- Integrates with Gsuite and Zapier seamlessly
- Email tracking
I finally found a CRM that does all that and more in Streak.
We at GKP have been using Streak now for over a year and a half and it has changed our business and why I recommend it to all my clients who are looking for a better CRM. Here’s why:
Built right into Gsuite!
We can view all our customer fields and details from our pipelines directly alongside emails which makes it seamless and simple to know exactly what needs to happen next.
(Plus they have a great sense of humor with using examples from Game of Thrones!)
100% customizable to your business
You can set up and customize a perfect process for you and your team, no matter the use case or how you work. No more having to use “deals won” or other stages that don’t fit. You can add, remove, rearrange, personalize and color your pipeline stages to fit your evolving business, with as many pipelines and stages as you need!
It is really user friendly and simple to use…like a google sheet! Adding box areas, editing, and collaborating is a breeze.
Email templates on steroids
The bottom line: Streak lets you run your business how it needs to be run. It doesn’t force you to shape your SOPs to fit it, it fits YOU.
It even gives you the ability to easily filter, sort, and group your data into any configuration to quickly identify bottlenecks and make sure that people don’t fall through the cracks and see upcoming tasks across all your pipelines so you know what’s on deck.
We’ve tried em all and this one is the one we found to be the best fit for SMBs and entrepreneurs who want to get a better pulse on their business without sacrificing big bucks and frustrating interfaces! Check it out! I promise you the only question you will ask is why didn’t we find this sooner?!