Streak CRM vs 360 View
Last Updated:Our analysts compared Streak CRM vs 360 View based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
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Product Insights
- Eliminates Screen Switching: Because Streak is built into Gmail, you can perform tasks and view information in the same place. This ease of access removes the need to continually toggle back and forth between your CRM and other applications, which can save time and help you be more productive.
- Offers User-Friendly Experience: Streak relies on integrations with popular tools that make it easy to use. Configuring settings, adding and editing elements, and other actions are intuitive and easy to accomplish. For example, you can add existing data by uploading a CSV or using the Google Sheets integration.
- Makes Work More Convenient: The app is integrated with the entire G Suite (Sheets, Drive, Chat, etc.) so you can use the apps you’re already familiar with. You can leverage its connection with Zapier to expand your options to over 1,000 additional apps. You can also use the open API to integrate with other internal systems or build your own integrations.
- Enables Seamless Collaboration: The solution lets teams share key information like tasks, notes, call logs and emails, so everyone’s on the same page and acting in the most up-to-date context.
- Helps You Stay on Top of Tasks: The Streak Upcoming feature provides a visual list of tasks, centralized into a single view. The tasks are arranged according to when they’re due, but you can filter them based on the pipeline they’re in or the person they’re assigned to. Streak Upcoming renders as a sidebar alongside your inbox, pipeline or box, so all tasks are easily accessible.
- Provides On-the-Go Access: Streak has a native mobile app available for Android and iOS devices. Users can access tasks, view pipelines, automatically log calls and add pipeline contacts to their phones.
- Scales as You Grow: The platform’s Pro features offer the functionality needed to support your company’s growth. They include custom permissions, multi-team capability, data validation and reporting tools.
- Includes Robust Security: Data is stored on the Google Cloud Platform, providing the same level of security and infrastructure as other Google products. Each new version of the app itself undergoes a rigorous review process from the Google Chrome team to ensure developer compliance.
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two.
- Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more.
- Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking.
- Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up.
- Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending.
- Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view.
- Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members.
- Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage.
- Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
Product Ranking
#7
among all
CRM Software
#206
among all
CRM Software
User Sentiment Summary
1045 reviews
Streak CRM has a 'excellent' User Satisfaction Rating of 90% when considering 1045 user reviews from 5 recognized software review sites.
Awards
Streak CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
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