Streak versus 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.

Wat is 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.

Belangrijkste kenmerken van Streak

• E-mailtracking: Met de e-mailtrackingfunctie van Streak kunnen gebruikers zien wanneer en of hun e-mails worden geopend, waardoor ze basisinformatie krijgen over de betrokkenheid van de ontvangers.
• Fragmenten: Met de fragmentenfunctie kunnen gebruikers herbruikbare sjablonen maken voor veelgebruikte e-mailinhoud, wat helpt om de communicatie te stroomlijnen.
• Link tracking: Streak's link tracking controleert of ontvangers op links in e-mails klikken en biedt gegevens over de betrokkenheid bij specifieke inhoud.
• Contacten: De contactbeheerfunctie van Streak organiseert en volgt de communicatie met individuele contacten, rechtstreeks vanuit Gmail.
• Google Workspace integration: Streak is integrated with Google Workspace, allowing users to manage emails, tasks, and pipelines within the Gmail interface.
  

Wat is 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.

Belangrijkste kenmerken van ClickUp

• Taakbeheer: Met ClickUp kunnen gebruikers taken met aangepaste statussen aanmaken, toewijzen en volgen, wat flexibiliteit biedt bij het beheren van werkprocessen in verschillende projecten.
• Aangepaste weergaven: het platform biedt meerdere weergaven, zoals lijsten, borden, kalenders en Gantt-grafieken, zodat gebruikers taken en workflows kunnen visualiseren in een formaat dat bij hun voorkeuren past.
• Doelstellingen bijhouden: gebruikers kunnen binnen ClickUp doelstellingen instellen, bijhouden en beheren, waarbij taken en projecten worden afgestemd op bredere doelstellingen.
• Tijdregistratie: ClickUp bevat een ingebouwde functie voor tijdregistratie om de tijd die aan taken wordt besteed bij te houden, zodat gebruikers hun productiviteit of factureerbare uren kunnen controleren.
• Workflowautomatisering: Automatisering in ClickUp stelt gebruikers in staat om handmatige taken te verminderen door regels in te stellen die acties activeren, zoals statusupdates of meldingen, op basis van vooraf gedefinieerde voorwaarden.
• Aangepaste velden: Het platform biedt gebruikers de mogelijkheid om aangepaste velden aan taken toe te voegen, zodat ze specifieke gegevens kunnen bijhouden of taken kunnen categoriseren op basis van hun behoeften.

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. Beheer van de verkooppijplijn

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. Gebruiksgemak

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. Contactverrijking

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. Outreach

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. Automatisering

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. Integratie

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. Kunstmatige intelligentie

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.

Prijs- en pakketvergelijking

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

Streak-prijzen

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

• Voordeel: vanaf $ 49 per gebruiker per maand.
• Pro +: Vanaf $ 69 per gebruiker per maand.
• Enterprise: vanaf $ 129 per gebruiker per maand.

Prijzen van ClickUp

ClickUp biedt een gratis abonnement voor persoonlijk gebruik. Premiumopties zijn beschikbaar als maandelijks of jaarlijks abonnement. Hieronder volgt een algemeen overzicht van de beschikbare jaarlijkse abonnementen.

• Onbeperkt: $7/gebruiker/maand.
• Zakelijk: $ 12 per gebruiker per maand.
• Onderneming: Niet bekendgemaakt.

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.

Belangrijkste kenmerken

• Gebruiksgemak en aanpasbaarheid: Pas de pijplijnen, dashboards, automatisering en e-mailreeksen eenvoudig aan, zodat u ze kunt gebruiken in uw verkoopcyclus en pijplijnbeheer, maar ook in andere bedrijfsfuncties zoals werving, marketing en meer.
• Integratie met sociale media: importeer personen en bedrijven uit LinkedIn, Sales Navigator, Instagram en X met één klik dankzij de Google Chrome-extensie van folk.
• Contactsynchronisatie vanuit Gmail en Outlook: volledige e-mailsynchronisatie waarmee gebruikers alle communicatie rechtstreeks vanuit het CRM kunnen beheren.
• Vind e-mailadressen met één klik: contactverrijking mogelijk gemaakt door Apollo en Dropcontact, zodat u ontbrekende gegevens met één klik kunt invullen.
• E-mailreeksen: verstuur e-mailreeksen met herinneringen als uw leads niet op uw eerste e-mails reageren. Het bevat een AI-integratie waarmee u e-mails op grote schaal kunt personaliseren.
• Notities en herinneringen: voeg notities rechtstreeks toe aan het profiel van een contactpersoon in folk en bekijk ze onderweg. Stel herinneringen in, zodat u precies weet wanneer u follow-up moet geven.

Prijs en abonnementen

folk biedt een gratis proefperiode van 14 dagen. Daarna zijn er betaalbare maand- of jaarabonnementen beschikbaar. Het jaarabonnement is als volgt.

• Standaard: $ 20 per gebruiker, per maand.
• Premium: $40 per gebruiker, per maand.
• Aangepast: vanaf $ 80 per gebruiker per maand.

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.

Veelgestelde vragen

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.