What is Reddit's opinion of Streak CRM?

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Time tracking: toggl Looks like it works with Jira and a few other dev project management websites

CRM: huge fan of streak, integrates nicely in gmail and lots of different use cases handled from scratch. Using it only for its CRM parts so can't comment on the helpdesk and other todos pipeline they propose. Huge plus: email snoozing. Does that thing Boomerang does according to your list, and has templates for helpdesk as well. Allows to share pipelines with other people (therefore all emails and comments and so forth along). Just great and free as long as you refer them.

Thanks for the list, on my way to check out the launch tool you're mentionning!

Stuff I use that hasn't been mentioned: Streak CRM, which I use to manage both client communications and current projects.

For daily planning, I use Amazing Marvin. It's everything you have ever wanted in an online to-do list. It's not integrated with G-cal yet, which may be a dealbreaker, but it's almost completely replaced paper planning for me.

I also use Scrivener to format anything longer than 5,000 words. There's a learning curve, but it's worth it for inline formatting and editing.

Streak is the one I use myself because I need to store some extra details about my clients. It's also a full on CRM that integrates with Gmail where I have my company emails and sorts out some other stuff. See more here: https://www.streak.com/

It might make sense to develop this as a Chrome extension, using JavaScript. You could think of it like a plugin for Gmail, which extends the Gmail website with additional features. Look up some existing Gmail extensions to see if they already do what you want. For example: Streak.

I’m curious to hear what others are using for micro/small business. From my limited experience, Pipedrive is very nice, but geared towards the sales process. If you require a different information post-sale, I’m not sure Pipedrive has the ability to separate the information….again, I’m haven’t taken a deep dive, so I could be completely incorrect, and if so, please let me know.

If you're using Google apps (gmail), then there's also Streak (https://www.streak.com/) which lives inside of gmail.

Also, I’m not sure how any of them handle secure document storage, particularly anything that may come close to HIPAA. For most people, this isn’t a big deal, but I would love to hear if people run into this issue and how they handle it within a CRM. Again, if your a Google apps user, you can sign a BAA at no cost, but I still don't know if the CRM will store attachments in google drive....no experience here, just wondering out loud.

For something really simple, you can checkout Streak. That's if you're using gmail. It adds CRM and workflow functions to your web client.

It's simple out of the box, and very customisable, so you can do with it what you want.

Company: Streak.com + inboxSDK.com

Job: Lead Mobile Engineer

Location: San Francisco, CA

Allows remote: No

URL: https://www.streak.com/careers

VISA: No

Quick pitch: Start and grow the mobile team here at Streak. We're founded and led by engineers and still <10 employees, so you'll have autonomy to build for a big user base that love us. Plus we build neat projects like inboxSDK.com - PM me to chat, or drop a note to

A tool that I use for my emails, Steak is Customer Relationship Management System (CRM) that I provides several useful tools for working with gmail. 

Website: https://www.streak.com/

Chrome extension: https://chrome.google.com/webstore/detail/streak-for-gmail/pnnfemgpilpdaojpnkjdgfgbnnjojfik?hl=en-US

Some of the benefits include:

Mail Merge 

• You can upload a list and mailmerge directly from GMAIL. 

Snooze Emails

• Snooze an email before you send to create an automatic follow up reminder. Easily bring emails back to your inbox if you haven’t heard from them recently. 

Snippets

• speed up sending repetitive emails with custom templates (this is like the textie program we had on the f drive to allow us to expand shortcuts). 

Send Later

• schedule those crucial emails for the times when they'll have the most impact

• simple management all from within Gmail

Email Tracking

• get notified when your emails get read

• see if, when and how many times your email was opened

Yep... As you compose or respond to a mail. You will see Save Template and Use Template on the right hand side. Once these are loaded you can whizz through lots of them either as first contact or the next stages. I have a few set up as I drip what I want out of them stage by stage rather than asking all in one sitting and overwhelming them. I use bullet points and numbering to make it easy to respond in line.

Streak is great, I use it to manage leads and sales cycle on my other businesses. I have now added it for China contact and link the stages as first contact, yes, no and quoting - I have a column where I can see the unit price.

Once I have whittled it down I will move the thread over to my inbox and manage using Streak. I can also send delayed messages so I don't look too keen or get it to land in the top of there inbox as they arrive in so I am priority.

https://www.streak.com/

as far as booking gigs, what you need to do is have a system and be organized. You can pretty much do it mostly with emails. I use Streak to track my bookings.

You need some decent content online to send to people, and then track your communications with them, so you send them a little blurb about who you are and what you do, your 2 or 3 best musical examples (bonus points if you can get live video where the venue is well-attended).

Follow-up is the key - schedule a follow up within a week to ask them if they have had a chance to check out your stuff, and ASK for a gig/date. Recommend some dates you're looking to book. But you have to ask them for it, don't just say something like 'if you'd like to book me, let me know'. You need to say "do you have any open dates coming up in XX month we can book for a gig?" or something like that. If after a couple follow up emails you still haven't heard back, call them. If you haven't heard "no", keep asking.

To find the person who books music acts, call the venue, go on their website, ask other people you know who have gigged there.

Print up a bunch of posters with a blank spot where someone can fill in a date/time, and send those out to venues a month before your show. eprintfast is a very good source of cheap printed material.

Another vote for Streak ( https://www.streak.com/ )! It also allows you to do some basic calculations and formulas. If you are google-heavy (always having a tab dedicated to Gmail) then this is perfect for you - I remember reading that they had an iOS app as well[1] but I haven't checked that out yet.

[1] http://techcrunch.com/2013/08/07/streaks-new-iphone-app-is-a-crm-service-with-gmail-baked-in/

I've been using Streak which is a CRM that directly integrates into gmail. While project management tools like Asana and Trello are useful, I think it's more important to view my writing as a business, and as such, a CRM is a better fit.

I find it helpful to create pipelines for my assignments and filter by their progress and due dates, while also attaching them to contacts and specific emails. That way when an email comes in it is auto-categorized for the specific assignment.

The basic version (which is probably all you need) is free, so no harm in trying.

https://www.streak.com/

Airtable would be a flexible way to do this as you can customize it any way you want: https://www.airtable.com/templates/search?q=CRM.

You can also try Streak if you use Gmail/Google Workspace: https://www.streak.com/features.

I really like Streak. It's very easy to use, and attaches itself to your gmail account.

What's great is that it has a feature called "snippets" where you can save template emails like your example and with one click, add it to the body of your email.

It also tracks who opens the email, where/ when so you know if you emails are getting looked at/ who to prioritize following up with.

And of course, it has an excel- like area where it logs the potential customer's information, past emails to them, etc.

I've been using it for my marketing agency for a few years now and like it a lot. The only downside of course, is it only works with gmail.

Edit: I also want to add that I've been happily using it's free version with access to all of the above. They do have paid versions that offer more, but honestly, I find the free features to be more than enough while keeping things simple for me.

Definitely look into a CRM. If you use Gmail check out Streak. what i like about it is that it's highly customizable and i don't have to open a new app to look up my database.

Definitely look into a CRM. If you use Gmail check out Streak. what i like about it is that it's highly customizable and i don't have to open a new app to look up my database.

Your requirements are too generic and any "CRM product" should be able to fit the bill.

Check out something like https://www.streak.com/for/hiring-ats-inside-google-gmail - if you can get over the UI weirdness.

If you are looking for a more traditional record keeping experience, check Hubspot and Zoho CRM. Both are easy to use and powerful to scale much beyond your requirements. You could use clicks to configure simple automation (e.g. update 'last active date' on contact when a new note is created against the contact). I suggest you use Contact, Activities to record data that you have outlined here, and use Notes for more unstructured data as you see the need in the future.

Is your question limited to "selling" or not? The other people who responded are correct that your usage might fall into one of two categories. Either a CRM or a general task management tool could be the best fit.

CRM

As others mentioned, CRM is primarily about interactions with other people. However, this does not necessarily need to be strictly limited to customers (eg. the people who buy your subscriptions). It can also include other people who you want to develop relationships with (eg. advisors). The advantage of a CRM is that it is tightly connected to your communications (eg. email inbox).

Since you already use Gmail, check out Streak if CRM sounds like what you are trying to do. Streak is free to use, has basic "to do" lists, and works inside Gmail. That way you don't need to use a totally separate app. It's also possible to assign responsibilities between you and your colleague.

The downside with Streak is that it has a lot of settings and is not inexpensive if you need the paid features.

Task Management

Task management is about staying on top of general things that need to get done (eg. setup website, file tax return, etc.). It's fine to use a task management tool to keep track of tasks about customers but it's not limited to those interactions.

Someone else just asked about task management software where Asana came up. I think the context is similar. See those responses: (https://www.reddit.com/r/smallbusiness/comments/br7g5s/cheap_task_management_software_for_small_business/)

Either way, in my opinion, your decision about CRM or general task management hinges on whether you need the tasks connected to your email inbox or not.

Hope that helps,

Dan Mergence Systems

There's a actually a Chrome app that can split threads in Gmail. Unfortunately, (1) it comes with a lot of bloat (for me anyway) and (2) I prefer Firefox. Greasemonkey sounds like a good call.

I've used a Gmail add on called Streak quite a few times as a sort of CRM and love it. It has its limitations for the free version so be aware that you're limited in the number of items that flow through the pipeline but there are workarounds for that (move them to a new pipeline when they are "inactive" or archived for instance).

What I like about streak: (1) Native: it is an add-on for gmail so it lives in a place that you visit on a daily basis (2) Customizeable: set up like a smart spreadsheet, you can customize what goes in the rows and columns. Each row opens to a "box" which then can attach files, email threads (that can be auto-pulled from your inbox if you set criteria), and hold notes (3) Visibilty: it's really simple for a manager of the system to see who has done what and where everything stands without having to ask. (4) "Mobility": it has an app

Like I said, it has its limitations but I found it really handy for very small nonprofit grant management (on the free version) and for lead-tracking at a slightly larger scale real estate company (on the paid version).

EDIT: Interestingly enough Reddit Co-Founder, Alexis Ohanian is one of the investors

It's not specific to outreach, but I'm a big fan of Streak for tracking emails and processes within G Suite. Very customizable, reminders, export/import data, and free for the basic features.

Have you considered switching to gmail? You'll be able to use it on different machines, and the labels feature will let you flag emails.

Comments are not supported out of the box, but try these options:

• Streak CRM - plugs into gmail and according to this screenshot lets you store notes for your contacts.

• Simple Gmail Notes - a Chrome Extension.

Chrome extensions are a great way to get more out of the tools you're already using the most.

Rather than using a separate CRM system you need to integrate with email, you can just use Streak for Gmail.

Need Gantt charts for your project management but don't want to duplicate your work from Trello? Add Elegantt to Chrome.

Basically, whatever web apps you use the most, do a search in the Chome Web Store for extensions that would increase their effectiveness or reduce your need for another tool. Just be careful of causing too much browser memory bloat if you're on a memory-constrained PC.

Zoho CRM may help transition from a legacy / simple CRM system. Single user edition that supports up to 500 contacts is free. Risk is that they can change this (3 users were free earlier). https://www.zoho.com/contactmanager/

Insightly is something I loved using. However, they are more or less in the same territory as Zoho (probably less mature?). https://www.insightly.com/

If the sole focus is Contact Management and you don't expect scaling to other functions, do look at CRM that sits in your gmail inbox. E.g. Streak: https://www.streak.com/

I'm in a similar situation (we are a four person shop, but still small). Here are the few I get value from (hard to adopt 38 tools at once...):

Client / Contractor management (CRM): Streak buckets all communication by project (helps when there are many stakeholders), lets you organize your clients by the stage they are in, and has all the little features that you expect from a CRM/email toolkit (email snoozing, notes, task reminders, etc). It's originally designed for sales, but we use it exclusively for client management, and love it.

Depending on what you mean by email organization, Streak could also be exactly what you looking for here.

Project Management: Trello is really flexible (it's just groups of lists). We use it for everything from typical project task management, to 10,000-ft views of marketing, to bug tracking. It also has a project specific calendar that is worth taking a look at.

Random notes, todos, chalkboard: Letterspace is just notes, but with a pleasant UI and markdown support. If you are happy with Evernote, then it's probably not worth switching (Evernote got really slow and buggy for us, as we built a library of notes). I only mention it because we use it constantly and all love it.

Hope this helps!

If you're a gmail user, have a look at streak. I was just playing with it today and noticed it had prebuilt "flavors" for a range of purposes, including hiring... https://www.streak.com/hiring-ats-inside-gmail

Ok, this makes sense. Basically this encrypts your email on the server, right? Then the recipient needs to install the same thing and know your public key in order to send you encrypted email.

This site seems helpful: https://emailselfdefense.fsf.org/en/windows.html

Have you ever seen this service? https://www.streak.com/securegmail This looks like it is maybe a commercialized version of GPG of SMIME.