Streak frente a ClickUp

Choosing the right CRM can significantly impact your business operations and customer relationships. Streak and ClickUp are two popular CRM options, each with distinct features tailored to different business needs. Streak integrates seamlessly with Gmail, enhancing email-based workflows, while ClickUp offers a comprehensive project management suite with CRM capabilities. This article will provide a detailed comparison of these platforms, examining their features, pricing, and overall benefits. We will also explore folk – a popular alternative that has become the go-to choice for sales teams of 20-50 people seeking powerful Gmail-based CRM functionality.

Streak vs. ClickUp vs. folk: At a glance

• Streak: Gmail-native CRM for email-first teams.
• ClickUp: Project management platform with light CRM capabilities.
• folk: Gmail-based CRM for teams of 20–50 needing automation and enrichment.

¿Qué es Streak?

Streak is a customer relationship management (CRM) tool that integrates directly with Gmail, allowing users to manage their sales pipeline and customer interactions from within their email inbox. Designed to simplify CRM tasks, Streak offers features such as email tracking, mail merge, task management, and pipeline visualization, all seamlessly embedded in Gmail's interface.

Características principales de Streak

• Seguimiento de correos electrónicos: la función de seguimiento de correos electrónicos de Streak permite a los usuarios ver cuándo y si se abren sus correos electrónicos, lo que proporciona información básica sobre la interacción de los destinatarios.
• Fragmentos: La función de fragmentos permite a los usuarios crear plantillas reutilizables para el contenido de correo electrónico que se utiliza con frecuencia, lo que ayuda a agilizar la comunicación.
• Seguimiento de enlaces: El seguimiento de enlaces de Streak supervisa si los destinatarios hacen clic en los enlaces de los correos electrónicos, lo que proporciona datos sobre la interacción con contenidos específicos.
• Contactos: la función de gestión de contactos de Streak organiza y realiza un seguimiento de las comunicaciones con contactos individuales, directamente desde Gmail.
• Google Workspace integration: Streak is integrated with Google Workspace, allowing users to manage emails, tasks, and pipelines within the Gmail interface.
  

¿Qué es ClickUp?

ClickUp is a project management and productivity platform designed to help teams and individuals organize tasks, track progress, and collaborate in one workspace. Although it is primarily a project management tool, ClickUp includes some CRM elements.

Características principales de ClickUp

• Gestión de tareas: ClickUp permite a los usuarios crear, asignar y realizar un seguimiento de las tareas con estados personalizados, lo que proporciona flexibilidad en la gestión de los procesos de trabajo en diferentes proyectos.
• Vistas personalizadas: la plataforma ofrece múltiples vistas, como listas, tableros, calendarios y diagramas de Gantt, lo que permite a los usuarios visualizar las tareas y los flujos de trabajo en un formato que se adapte a sus preferencias.
• Seguimiento de objetivos: los usuarios pueden establecer, realizar un seguimiento y gestionar objetivos dentro de ClickUp, alineando tareas y proyectos con objetivos más amplios.
• Seguimiento del tiempo: ClickUp incluye una función integrada de seguimiento del tiempo para registrar el tiempo dedicado a las tareas, lo que permite a los usuarios supervisar la productividad o las horas facturables.
• Automatización del flujo de trabajo: la automatización en ClickUp permite a los usuarios reducir las tareas manuales mediante la configuración de reglas que activan acciones, como actualizaciones de estado o notificaciones, basadas en condiciones predefinidas.
• Campos personalizados: la plataforma permite a los usuarios añadir campos personalizados a las tareas, lo que les permite realizar un seguimiento de datos específicos o clasificar las tareas según sus necesidades.

Streak vs. ClickUp: Feature Comparison

Let's break down the key features of these two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management for medium-sized sales teams.

1. Gestión del proceso de ventas

Streak CRM's pipeline management feature is deeply integrated with Gmail, allowing users to track, organize, and manage sales processes directly from their inbox. The system uses a visual layout, similar to a spreadsheet, with automation features that streamline tasks and enhance productivity. This integration makes it particularly appealing for businesses that rely heavily on email communication and need a seamless workflow within their existing email platform.

ClickUp does not have a dedicated pipeline management feature designed specifically for sales or CRM purposes. However, it offers flexibility by allowing users to create customizable pipelines using task lists, boards, and custom statuses. This adaptability means that while ClickUp may not provide a traditional CRM experience, it can still serve teams that prioritize versatility and project management over specialized CRM functionalities. Overall, Streak offers a more focused CRM solution for sales teams, whereas ClickUp provides a broader project management tool that can be tailored to fit various workflows. However, for teams of 20-50 salespeople seeking the perfect balance of Gmail integration and advanced CRM features, folk CRM emerges as the superior choice, offering dedicated pipeline management without the limitations of either platform.

2. Facilidad de uso

Streak CRM's integration with Gmail makes it easy to use for those familiar with Google's ecosystem, offering a seamless experience for email-based workflows. ClickUp, while versatile, requires a learning curve due to its extensive features and customization options, which may be overwhelming for users seeking straightforward CRM functionalities.

3. Enriquecimiento de contactos

Streak CRM's contact enrichment feature automatically enhances contact records by extracting relevant information from email interactions. The system can populate fields with details like company logos, profile pictures, and social media links. ClickUp does not offer a contact enrichment feature as part of its core functionality. While users can manually store and organize contact information using custom fields and task details, the platform does not automatically pull in additional data about contacts from external sources.

4. Divulgación

Streak CRM's outreach solution is designed around email communication directly within Gmail, allowing users to send personalized mass emails, track email opens and replies, and set automated follow-up sequences. ClickUp lacks a dedicated outreach feature, requiring manual setup of custom workflows for managing external communications.

5. Automatización

Streak CRM, integrated directly within Gmail, offers automation features that streamline workflow by automating tasks such as email tracking, follow-ups, and pipeline updates. ClickUp's general-purpose automation requires customization to meet advanced CRM needs like lead nurturing or contact segmentation.

6. Integración

Streak CRM integrates with various third-party applications, particularly through its deep integration with Google Workspace, including Gmail, Google Drive, and Google Calendar. It also connects with tools like Zapier to provide access to more applications. ClickUp provides similar integrations with various third-party tools, such as Google Workspace, Slack, Zoom, and Dropbox, to enhance workflow efficiency and collaboration within the platform.

7. Inteligencia artificial

Streak CRM has limited native AI integrations, focusing on essential features within Gmail. Users can connect with third-party AI tools to enhance capabilities. ClickUp's AI integration is relatively new, offering 'Chat' to manage tasks and knowledge with AI, acting as a knowledge manager.

Comparación de precios y planes

Let's take a closer look at the price and plans of both Streak and ClickUp for medium-sized sales teams.

Precios de rachas

Streak provides monthly and annual subscription plans. The following is a high level overview of their annual subscription.

• Ventaja: Desde 49 $ por usuario al mes.
• Pro +: Desde 69 $ por usuario al mes.
• Empresa: desde 129 $ por usuario al mes.

Precios de ClickUp

ClickUp ofrece un plan gratuito para uso personal. Las opciones premium están disponibles como planes de suscripción mensual y anual. A continuación se ofrece una descripción general de los planes de suscripción anual disponibles.

• Ilimitado: 7 $ por usuario al mes.
• Negocios: 12 $/usuario/mes.
• Empresa: No revelada.

Introducing folk CRM: the best alternative to Streak and ClickUp

Looking for an affordable alternative that's perfect for teams of 20-50 people? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system specifically designed for Gmail-based salespeople and medium-sized sales teams who need powerful functionality without the complexity.

Características principales

• Facilidad de uso y personalización: personaliza fácilmente los procesos, los paneles de control, la automatización y las secuencias de correo electrónico para que puedas utilizarlos en todo tu ciclo de ventas y gestión de procesos, así como en otras funciones empresariales, como la contratación, el marketing y mucho más.
• Integración con redes sociales: importa personas y empresas desde LinkedIn, Sales Navigator, Instagram y X con un solo clic gracias a la extensión de Google Chrome de Folk.
• Sincronización de contactos desde Gmail y Outlook: sincronización completa del correo electrónico que permite a los usuarios gestionar todas las comunicaciones directamente desde el CRM.
• Encuentre direcciones de correo electrónico con un solo clic: enriquecimiento de contactos con tecnología de Apollo y Dropcontact para que pueda completar los datos que faltan con un solo clic.
• Secuencias de correo electrónico: envía secuencias de correo electrónico con recordatorios si tus clientes potenciales no responden a tus primeros correos electrónicos. Incluye una integración de IA que te permite personalizar el correo electrónico a gran escala.
• Notas y recordatorios: adjunte notas directamente al perfil de un contacto en folk y acceda a ellas desde cualquier lugar. Asigne recordatorios para saber exactamente cuándo realizar el seguimiento.

Precio y planes

folk ofrece una prueba gratuita de 14 días. Después, hay planes de suscripción mensuales o anuales asequibles. El plan de suscripción anual es el siguiente.

• Estándar: 20 $ por usuario al mes.
• Premium: 40 $ por usuario al mes.
• Personalizado: desde 80 $ por usuario al mes.

Streak vs. ClickUp: What's the verdict?

Between Streak and ClickUp, it's clear that both offers distinct advantages tailored to specific business needs. Streak excels with its seamless Gmail integration, making it ideal for users deeply embedded in Google's ecosystem. On the other hand, ClickUp provides robust project management features that cater to teams looking for an all-in-one solution. However, for companies with teams of 20-50 people seeking a more personalized approach to relationship management, folk CRM stands out as the clear winner, offering the perfect blend of Gmail integration, advanced CRM functionality, and scalability that medium-sized sales teams need to thrive. Try folk today, free.

Preguntas frecuentes

Is ClickUp a CRM?

ClickUp is a project management platform with light CRM capabilities. Teams can build custom lists and boards to track deals, but it lacks a native sales pipeline, contact enrichment, and email sequences found in dedicated CRMs.

Does ClickUp have a sales pipeline?

No dedicated pipeline. You can model one using tasks, custom statuses, and boards, but advanced CRM needs like automated enrichment or outreach sequences require workarounds or separate tools.

How much does Streak cost?

On annual billing: Pro $49/user/mo, Pro+ $69, Enterprise $129. Features vary by tier and pricing may change.

What is a good alternative to Streak and ClickUp?

folk CRM provides Gmail-based pipelines, contact enrichment, and email sequences. Annual plans: Standard $20/user/mo, Premium $40, Custom from $80. 14-day free trial at folk.