Streak vs 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.

Streakとは何ですか？

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.

Streakの主な機能

• メール追跡：Streakのメール追跡機能により、ユーザーは自身のメールが開封された日時や開封の有無を確認でき、受信者のエンゲージメントに関する基本的なインサイトを提供します。
• スニペット: スニペット機能により、ユーザーは頻繁に使用するメールコンテンツの再利用可能なテンプレートを作成でき、コミュニケーションの効率化に役立ちます。
• リンク追跡：Streakのリンク追跡機能は、受信者がメール内のリンクをクリックしたかどうかを監視し、特定のコンテンツとの関与に関するデータを提供します。
• 連絡先: Streakの連絡先管理機能は、Gmail内で直接、個々の連絡先とのやり取りを整理・追跡します。
• Google Workspace integration: Streak is integrated with Google Workspace, allowing users to manage emails, tasks, and pipelines within the Gmail interface.
  

ClickUpとは何ですか？

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.

ClickUpの主な機能

• タスク管理：ClickUpでは、カスタムステータス付きのタスクを作成、割り当て、追跡することができ、異なるプロジェクトにわたる作業プロセスの管理に柔軟性を提供します。
• カスタムビュー：プラットフォームはリスト、ボード、カレンダー、ガントチャートなど複数のビューを提供し、ユーザーが自身の好みに合った形式でタスクやワークフローを可視化できるようにします。
• 目標追跡：ユーザーはClickUp内で目標を設定・追跡・管理でき、タスクやプロジェクトをより大きな目標に整合させることができます。
• タイムトラッキング：ClickUpにはタスクに費やした時間を記録する組み込みのタイムトラッキング機能が搭載されており、ユーザーは生産性や請求可能時間を監視できます。
• ワークフロー自動化：ClickUpの自動化機能により、ユーザーは事前定義された条件に基づいてアクション（ステータス更新や通知など）をトリガーするルールを設定することで、手動タスクを削減できます。
• カスタムフィールド：プラットフォームでは、ユーザーがタスクにカスタムフィールドを追加でき、特定のデータポイントを追跡したり、必要に応じてタスクを分類したりすることが可能です。

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. 営業パイプライン管理

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. 使いやすさ

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. コンタクトエンリッチメント

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. アウトリーチ

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. 自動化

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. 統合

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. 人工知能

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.

価格とプランの比較

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

連続価格

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

• プロ：ユーザーあたり月額49ドルから。
• Pro +:ユーザーあたり月額69ドルから。
• エンタープライズ:ユーザーあたり月額129ドルから。

ClickUpの料金

ClickUpは個人利用向けに永久無料プランを提供しています。プレミアムオプションは月額プランと年間サブスクリプションプランのいずれかで利用可能です。以下は利用可能な年間サブスクリプションプランの概要です。

• 無制限プラン：$7/ユーザー/月。
• ビジネス:12ドル/ユーザー/月。
• 企業名：非公開。

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.

主な特徴

• 使いやすさとカスタマイズ性：パイプライン、ダッシュボード、自動化、メールシーケンスを簡単にカスタマイズできるため、営業サイクルやパイプライン管理はもちろん、採用、マーケティングなど他の業務機能にも幅広く活用できます。
• ソーシャルメディア連携：folkのGoogle Chrome拡張機能により、LinkedIn、Sales Navigator、Instagram、Xからワンクリックで人物や企業をインポートできます。
• GmailおよびOutlookからの連絡先同期：完全なメール同期により、ユーザーはCRMから直接すべての通信を管理できます。
• ワンクリックでメールアドレスを検索：ApolloとDropcontactによる連絡先情報補完機能で、不足しているデータポイントをワンクリックで入力可能。
• メールシーケンス：見込み客が最初のメールに返信しない場合、リマインダー付きのメールシーケンスを送信します。AI統合機能により、大規模なメールパーソナライゼーションを実現します。
• メモとリマインダー： folkでは連絡先のプロフィールに直接メモを添付でき 、外出先でもアクセス可能です。リマインダーを設定すれば、フォローアップのタイミングを正確に把握できます。

価格とプラン

folkは14日間の無料トライアルを提供しています。その後は、手頃な月額または年額サブスクリプションプランが利用可能です。年額サブスクリプションプランは以下の通りです。

• スタンダードプラン：1ユーザーあたり月額20ドル。
• プレミアム：ユーザー1人あたり月額40ドル。
• カスタムプラン：ユーザー1人あたり月額80ドルから。

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.

よくある質問

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.