Home > CRM Software > Zoho CRM > Zoho CRM vs Streak CRM

Zoho CRM vs Streak CRM

Last Updated: November 18th, 2024

Our analysts compared Zoho CRM vs Streak CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Zoho CRM enables an organization’s sales force to work more effectively and close more deals. It incorporates lead management, marketing automation, contact management, multichannel forecasting, territory management, and a host of other capabilities.

Built with conversational AI, it supports users by predicting lead and deal success, offering a voice assistant, and suggesting activities to automate based on behavior analysis. Users can leverage workflow automation to streamline manual tasks and stay on top of performance with real-time reporting and analytics.

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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Documentation

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24/7 Live Support

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Product Insights

Real-Time Data Analysis: Track KPIs across the sales cycle with advanced analytics tools providing visibility for everyone from the C-suite to sales reps. We set up dashboard widgets and customized the metrics displayed, so we could surface the most important data. The system includes standard and custom reports, which you can filter to locate specific information and blend to create multidimensional reports.
AI-Powered Performance Optimization: Use Zia is the system’s conversational AI assistant and helps users get more done and work smarter. We searched through our database by sending a request via text. You can use Zia to improve data accuracy, optimize timing for emails and calls, and understand the sentiment behind the emails your leads and customers send.
Automated Lead Creation: Use the email parser tool to automate lead creation by sending email enquiries to the parser email that extracts the information. You can then reduplicate and approve the leads to ensure they’re good. We could add and color code tags, create custom views for leads and view leads in Zoho sheets.
Support Mobility: Mobile CRM apps for both Android and iOS devices provide users with immediate access to important information, no matter where they are. Sales reps can view daily activities and optimize in-person meetings with geo-location. They can also manage records even while offline — all changes automatically sync once their device reconnects. The card scanner app, supported on iOS and Android devices as well, enables users to digitally capture business cards at events and meetings.
Personalized Solutions: Use the developer platform for full control over your software ecosystem. Unify data across business systems, develop apps and boost the capabilities of the CRM interface with a combination of tools including widgets, a REST API and SDKs for web and mobile. We found that it incorporates both code and WYSIWYG elements so users of all technical levels can leverage it successfully.
Easy To Set Up: Speed up the onboarding process via Zwitch, with the help of Zoho support staff or use the built-in tools to transfer from other CRM platforms. We liked how easy it was to navigate the header-style menu. Add new products, contacts and accounts with the same form style. Set up was also a breeze with helpful pop-ups and links to knowledge base articles if we got stuck.
Tailor-Made Customizations: Create your own workflow rules. We tested out adding a “Big Fish” tag when leads recorded an annual revenue of above $100,000 and a follow-up automation. You can also use the Kiosk Studio to build page layouts and automations, its a bit more technical but offers helpful pop-ups and tips. We were also able to create a rule that assigned all leads that started with a 222 area code to a specific user.

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.

Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.

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.

Product Ranking

#9

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#7

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Analyst Rating Summary

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User Sentiment Summary

85%

of users recommend this product

Zoho CRM has a 'great' User Satisfaction Rating of 85% when considering 11200 user reviews from 5 recognized software review sites.

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.

5.0 (20)

4.5 (14)

4.1 (2656)

4.5 (152)

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4.48 (433)

4.3 (6776)

4.5 (410)

4.5 (797)

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4.2 (951)

4.1 (36)

Awards

Synopsis of User Ratings and Reviews

Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.

Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.

Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.

Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.

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.

Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.

Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.

Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

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.

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

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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FAQ

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