Streak CRM vs EngageBay

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Our analysts compared Streak CRM vs EngageBay 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

Streak CRM is built into Gmail, allowing users to manage common sales tasks directly from their inbox. It facilitates pipeline management so users can track leads, follow up, collaborate and close deals. Three different pricing tiers make it useful for both individuals who need basic functions and companies that require more advanced capabilities.

In addition to managing a pipeline, users can also leverage it to manage projects, foster business relationships, run fundraisers, provide customer support and execute other projects that require tracking details.
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EngageBay is a comprehensive software designed to streamline customer relationship management (CRM) alongside marketing, sales, and service automation. It is particularly well-suited for small to medium-sized businesses seeking an affordable, all-in-one solution to manage and nurture customer relationships, automate marketing processes, and boost sales. One of the key benefits of EngageBay is its ability to offer a wide range of functionalities at a competitive price point, making it an attractive option for businesses looking to maximize their budget. Popular features include email marketing, lead generation tools, and a centralized CRM system that helps businesses keep track of customer interactions and manage tasks efficiently. When compared to similar products, users often highlight EngageBay's user-friendly interface and the exceptional value it provides, given its lower price range. Pricing models are flexible, with options ranging from monthly to annual payments, allowing businesses to choose a plan that best fits their financial and operational needs.

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Product Assistance

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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. 
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  • Increase Customer Satisfaction: Ensure customer needs are met through dedicated multichannel customer support. Maintain SLAs to support positive customer experiences through KPI tracking and performance-based insights that make outreach and support easier to adapt. 
  • Respond Quickly: Reduce response times to customer queries with intelligent chatbots, automatic query routing and reply templates for real-time conversations. 
  • Market Effectively: Easily build campaigns with drag-and-drop designs and adjustable SEO settings. Use reporting and analytics to improve customer engagement strategies and target leads better. 
  • Get More Capabilities: Enhance the CRM by integrating with various software, like Zapier, Xero, Mailgun, Mandrill, Postmark and Sendgrid. The WordPress integration gives access to built-in plugins such as contact forms, website pop-ups, landing pages, live chats and WooCommerce. 
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  • 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. 
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  • Lead Management: Manage sales leads and track pipelines with personalized outreach, automated lead distribution, sales pipeline management and customer journey mapping. 
  • Deal Management: Streamline sales processes with complete visibility into deals across all stages. Sort and filter, anticipate close dates and make data-driven decisions. 
  • 360-Degree Customer View: View all customer information, aggregated into one dashboard. 
  • Appointment Scheduling: Schedule appointments faster by publishing work calendars online. Eliminate unnecessary communication, automate reminders and customize appointments and meeting schedules. Other supported features include time zone adaptiveness, cross-device mobility and two-way calendar sync. 
  • Contact Management: Store and organize all contacts in one place. The interface supports cross-channel communications, contact activity tracking and more on a single dashboard. 
  • CRM Email Integration: Keep records of conversations with two-way email communication between internal teams and customers. Email tracking helps clarify the best course of action. 
  • Sales Tools: Tools like sales automation, multiple deal pipelines, ABM, proposal management and customer journey views to improve lead conversion rates and close more sales. 
  • Lead Scoring: Locate, score and track promising leads. Set parameters to guide team members in which leads to pursue, increasing the chances of conversion. 
  • Project Management: Keep sales and marketing teams in sync with features like task creation, lead advancement and task tracking with the help of a funnel. 
  • CRM Telephony: Provide team members with data-backed, context-rich information for each call. The platform provides single-click dialing, call reminders, personalized customer details and conversation history, automatic call logging, analytics and tracking, and more. 
  • Employee Engagement: Motivate and engage internal teams with leaderboards, challenges and instant recognition to create a high-performance culture. 
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Product Ranking

#7

among all
CRM Software

#389

among all
CRM Software

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User Sentiment Summary

Excellent User Sentiment 1045 reviews
Excellent User Sentiment 209 reviews
90%
of users recommend this product

Streak CRM has a 'excellent' User Satisfaction Rating of 90% when considering 1045 user reviews from 5 recognized software review sites.

94%
of users recommend this product

EngageBay has a 'excellent' User Satisfaction Rating of 94% when considering 209 user reviews from 3 recognized software review sites.

4.5 (14)
5.0 (43)
4.5 (152)
4.6 (99)
4.48 (433)
n/a
4.5 (410)
4.6 (67)
4.1 (36)
n/a

Awards

Streak CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

EngageBay stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
Reminders: Every user who refers to this feature liked the ability to frequently follow up
Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
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Usability: According to 84% of users who mentioned this aspect, the solution is easy to use and intuitive.
Customer Service: According to 97% of users who mentioned this, the support team is professional and responsive.
Features: About 94% of users said the software provides the most essential elements.
Pricing: Regarding this aspect, 94% of users said that the cost is cheap and competitive.
Customization: Of the users who talked about this, 75% said the solution offers useful, need-based customization options.
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Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.
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Learning Curve: The platform has a steep learning curve for those who haven’t used marketing automation before, according to 76% of users.
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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.

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EngageBay offers a suite of CRM and marketing tools to help convert visitors into customers and improve overall customer experience. User reviews state that it’s easy to use and has great features, customer service and a competitive price. Ticketing tools, chat widgets, intelligent AI and email broadcasts are some features that users appreciate. Negative reviews mentioned limited drag-and-drop options in templates, inadequate training material and an outdated UI. All in all, EngageBay is an excellent solution for small and medium-sized businesses to help improve customer engagement.

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