CRM or Customer Relationship Management is an integral and important part of any sales team. However, maintaining customer relationships can be a tedious task in itself. Most of the processes in sales require human intervention; such as lead management and data entry. Despite having a sophisticated CRM software in place, a sales team still has to maintain a lot of entries manually. Hence, it is beneficial to have these processes automated.
Streak CRM is one of the best Customer Relationship Management software that offers the customer satisfaction with the discount coupon codes above that.
Streak CRM offers the best Discount coupon and promo codes which cuts off your price but remains the same with the features. In this post, we are going to share the Streak CRM Review With Discount Codes. Let's get started here.
[Verified] Streak CRM Special Discount Codes 2018: Get 20% OFF Now
Save 20% Off on AnnuallyHow to Use Streak CRM Coupon Codes?
- Click on 'Get Started'. Install the Streak CRM and add the CRM extension to the Google Chrome.
- After adding it to the Chrome, you will be asked several questions regarding the type of company you own.
- Once you have answered all the questions, Click on Setup.
- Your CRM extension is ready to be installed and you can manage your customers using your Gmail.
- If you are using the basic plan, you would not need a coupon code for that. The basic plan has got limited features so I would recommend going with the paid plans.
- Once you choose the paid plan, enter the card details and click on Subscribe.
- In the cart checkout page, enter the coupon code and apply for the Discount.
Streak CRM Review With Discount Codes: Best CRM for GMAIL & Small Business Users
About Streak
Streak is a simple cloud-based app that can turn your Gmail into CRM. It can be added to Gmail or Google accounts. It focuses on Gmail inbox directly and groups email thread based on your workflow.
It is limited to Gmail, Streak is ideal for freelancers and small businesses. Streak is one of the top CRMs that have been recommended by companies like Uber, Weebly, Twitter and Yelp.
Streak lets you track views, send bulk emails, schedule emails and create separated email threads for different teams such as sales, HR, support and product.
Features
Streak is too handy and a user-friendly CRM. You can create a new box on the Streak dashboard. The boxes act as a new folder. In those boxes, you can add anything; deals or clients or the leads that you have got.
Simply, you can add the fields and customized the boxes that are fit your business needs. Each box is treated as a new sales order. It captures the services such as destination, price, order date and many more.
Track your pipeline and create the custom view of it. Search, filter, group your data such as the information in pipeline, contacts and tasks and create the custom view of the tasks with ease.
Keep track of the previous emails, contacts or any tasks that were created. You can access even the tasks that were left by someone else from your team. It also gives the contact information about the contacts that are in your pipeline.
Streak CRM lets you supercharge inbox which comes a bit pricey. Merge your mail with the contacts. Send the personalized emails to your contacts using the pipelines. Schedule the emails so that they are sent the time that you have set.
Track your emails and receive notifications when someone views it. You can also track these emails to create a follow-up on the last mails. Save your valuable time by creating the email templates and send across to your team. These snippets can be used to search for your desired email messages.
You can also separate the threads of the same kind of clients once the deal is made. If you have reached on a point of dealing with one client, you can use the different thread for that client later.
Pipeline lists all your events of the day and the clients that you have to manage. If you don't have access to the laptop, you can access your Gmail pipeline using the mobile too with ease. Quickly search the today's task in the widget bar and mark the important tasks by setting up the snooze.
Using the mobile, you can track the calls of your client and simultaneously take the notes about his work experience or the type of follow-ups that you want to do for them.
If you have a contact in your pipeline, you can send it to the phone and make a call using the phone directly. Thus, the mobile friendly nature of Streak is one the biggest plus.
Streak is as simple as using the Gmail and Google Spreadsheets. You need no training or guides on how to use the Streak CRM. It integrates seamlessly with your Gmail account.
If you want to upload a data, integrate your Google Sheets with your Streak CRM and move all the data into the Streak's data which is easily accessible and editable.
What's more amazing is that it customizes your workflow with more ease. Create pipelines in different stages and you are ready to go. You can create the stages of your pipelines by setting up the different colours for different stages.
You can get input all the characters such as number, alphabets, symbols, lists, formulas and checkboxes with ease. You can even auto-fill some data which can be done by using the magic column.
Pipeline is simply formed from a number of boxes that can be used to categorize different kinds of departments. It comes with several preset pipelines; Sales, Support, Hiring Fundraising.
Set up and customize the perfect process for your team. Adding, editing and removing is a breeze here. Group and identify the categories and events based on the data. You can also see upcoming task all across your pipelines.
Take a look at some of the pipelines that can be created:
Integrations
Streak CRM integrates well with all the apps that are required for the automated workflow. With this software, you can create your workflow easy by integrating it with your GSuite and Zapier.
It integrates with your GSuite so that you can manage your customers making use of different apps. Once you have integrated it with the Gmail, you don't need to log in again and again. It has everything in the Gmail with access to all the contacts and pipelines.
Streak also provides the API for integration. If you are a web developer, then API would be familiar with you. You can make the custom integrations using the API and also integrate with internal systems.
It also integrates with Zapier. Zapier has got over 1000+ apps to integrate with. Just integrate the CRM with Zapier and you can make your task easier. For instance, if you have a sale which is booked, it saves up your time and the event is automatically marked in the Google Calendar.
Pricing
The pricing wizard for the Streak CRM is quite simple and reasonable as compared to the other CRM's. It has three pricing plans to choose from.
- Free of Cost
- Made for Individuals looking for CRM
- Unlimited Pipelines
- Email Power Tools
- GSuite Integrations
- Basic CRM features such as task and reminders, magic columns and import and export.
- Mobile Access
- $49 per month (billed annually)
- Unlimited Pipelines
- Email Power Tools
- GSuite Integrations
- Mobile Access
- 900+ Integrations with Zapier
- Premium Email Support
- Pro CRM features such as Call logs, upcoming streaks, linked pipeline and meeting notes.
- Basic Access to API
- $99 per month (billed annually)
- Data Validation
- Data recovery service
- Premium Phone Support
- Customer Success Manager
- Webhook Acess API
- Unlimited Pipelines
- Email Power Tools
- GSuite Integrations
- Mobile Access
- Pro CRM features such as Call logs, upcoming streaks, linked pipeline and meeting notes.
Streak CRM offers a discount of up to 20% on all the plans. Copy and paste the coupon code and you can redeem it on checkout.
Pros and Cons of Streak CRM
ProsThe most collaborative software at present as it integrates and collaborates with Gmail. With the integration, you can make the tasks easy by viewing all the contents related to the deal. You can get to a point where you left off last by viewing the left off task. This saves up your valuable time. It has got the ability to snooze and schedule emails.
Streak CRM is an affordable piece of plugin that does all the work for you for managing your tasks. It starts with a free plan while the most popular plan costs $49 per month. It gives the discount coupon codes which can give a discount of about 20%.
- Mobile-Friendly
- Manage Sales Pipeline & create tasks
- Third-Party Integrations with automated marketing apps, social media apps, landing page builder programs.
- Only available in Google Chrome
- Pipeline feature is a bit hard and complex to understand.
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Conclusion: Is Streak CRM Offers the Best CRM Solution for Businesses? [Verified] Streak CRM Special Discount Codes 2018: Get 20% OFF Now
Streak CRM is a piece of cake when it comes to usability. It integrates and makes all your task easy by simply generating the follow-up.
It lets you set up different pipelines as well as the boxes that create the segmentation in your tasks. If you are considering to get the Best CRM for B2B, Steak CRM offers the best solution. There are coupon codes and discount coupons which even costs less.
I hope you like Streak CRM coupon codes for December 2018. Please share these coupon codes if you find it helpful.