Streak vs Pipeliner CRM

Overview: Streak vs. Pipeliner CRM

Looking for a CRM? Streak and Pipeliner CRM are two distinct platforms aimed at improving business workflows and sales management. Streak is built directly into Gmail, making it ideal for users who want a lightweight CRM solution integrated with their inbox. Pipeliner CRM, on the other hand, offers a visually rich interface with customizable pipelines and analytics, tailored for teams that need in-depth sales tracking and reporting.

In this blog post, we'll explore their features, pricing, and usability to help you determine the best choice for your sales team. We'll also show you why folk CRM might just be the better alternative, especially for medium-sized sales teams of 20-50 people.

What is Streak?

Streak — это инструмент для управления взаимоотношениями с клиентами (CRM), который напрямую интегрируется с Gmail, позволяя пользователям управлять своим каналом продаж и взаимодействиями с клиентами прямо из почтового ящика. Разработанный для упрощения задач CRM, Streak предлагает такие функции, как отслеживание электронной почты, слияние писем, управление задачами и визуализация канала продаж, которые легко интегрируются в интерфейс Gmail.

Key features of Streak

• Email Tracking: Streak's email tracking feature allows users to see when and if their emails are opened, providing basic insights into recipient engagement.
• Snippets: The snippets feature enables users to create reusable templates for frequently used email content, which helps to streamline communication.
• Link Tracking: Streak's link tracking monitors whether recipients click on links within emails, offering data on engagement with specific content.
• Contacts: Streak's contact management feature organizes and tracks communications with individual contacts, directly within Gmail.
• Google Workspace Integration: Streak is integrated with Google Workspace, allowing users to manage emails, tasks, and pipelines within the Gmail interface.
  

Что такое Pipeliner CRM?

Pipeliner is an AI-powered sales CRM designed for small, mid-sized, and enterprise organizations, focusing on simplicity and scalability. It offers a visual approach to sales management, allowing teams to track pipelines, forecast outcomes, and automate workflows.

Основные функции Pipeliner CRM

• SalesForce automation: Automates routine sales tasks, helping teams focus on selling while ensuring consistency across workflows.
• Управление ключевыми клиентами: предоставляет инструменты для управления и отслеживания отношений с высокоценными клиентами, обеспечивая индивидуальный подход и стратегию.
• Отслеживание коммуникаций и действий: регистрирует и систематизирует все взаимодействия, звонки и электронные письма, обеспечивая централизованный обзор коммуникаций с клиентами.
• Механизм отчетности: предлагает настраиваемые отчеты и панели инструментов для получения информации о результатах продаж и производительности команды.
• Process and workflow automation: Automates repetitive workflows, such as task assignments and approvals, to improve efficiency and reduce manual effort.

Streak vs. Pipeliner CRM: Feature Comparison

Let's break down the key features of Streak and Pipeliner CRM and take a closer look at their sales automation, email marketing tools, and contact management capabilities that matter most to sales teams of 20-50 people.

1. Управление каналом продаж

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. Pipeliner CRM's pipeline feature offers a visual interface to track sales opportunities through different stages. The drag-and-drop functionality allows you to move deals across stages, providing an overview of your sales progress. It supports multiple pipelines to accommodate different sales workflows, with integrated tools like automation and reporting to assist with task management and deal prioritization. While the feature is functional and adaptable, its focus is primarily on sales tracking, which may limit its utility for broader project management needs.

2. Простота использования

Streak CRM is designed for seamless integration within Gmail, making it intuitive for users familiar with Google's ecosystem. Its interface is straightforward, allowing for quick adoption. Pipeliner CRM, while user-friendly, offers a more robust standalone platform with a steeper learning curve, providing extensive features that may require more time to master.

3. Обогащение контактов

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. Pipeliner CRM offers a contact enrichment feature through its Auto Profiling integration, which automatically populates additional data for contacts and accounts. This feature only adds data if there is a high probability of accuracy and does not overwrite existing fields.

4. Информационно-пропагандистская работа

Streak CRM's outreach is centered around Gmail, allowing users to send personalized mass emails, track interactions, and automate follow-ups. Pipeliner CRM offers basic outreach through its mass email feature, supporting bulk campaigns with customization and tracking. However, it may require additional tools for advanced multi-channel outreach.

5. Автоматизация

Streak CRM automates tasks like email tracking and follow-ups within Gmail, enhancing workflow efficiency. Pipeliner CRM provides automation for sales tasks, including task assignments and email follow-ups, with integrations available for expanded functionality, though advanced setups might need additional configuration.

6. Интеграция

Streak CRM integrates deeply with Google Workspace and connects with tools like Zapier for extended functionality. Pipeliner CRM also offers integration capabilities, allowing users to connect with various applications to enhance its core features.

7. Искусственный интеллект

Streak CRM has limited native AI features, focusing on core functionalities within Gmail. Users can enhance capabilities through third-party AI integrations. Pipeliner CRM's Voyager AI Gen provides sales insights and recommendations, focusing on data-driven decision-making but lacks broader AI functionalities like predictive analytics.

Сравнение цен и тарифных планов

Let's take a closer look at the price and plans of both Streak and Pipeliner CRM.

Streak prices

Streak provides a monthly and annual subscription plan option that comes in a few tiers. The following is their annual plan.

• Плюсы: от 49 долларов США за пользователя в месяц.
• Pro +: от 69 долларов США за пользователя в месяц.
• Enterprise: от 129 долларов США за пользователя в месяц.

Цены на Pipeliner CRM

Pipeliner CRM provides a few versions of its CRM at different price points to cater to the various features needed.

• Стартовый пакет: от 65 долларов США за место в месяц.
• Бизнес: от 85 долларов США за место в месяц.
• Enterprise: от 115 долларов США за место в месяц.
• Без ограничений: от 150 долларов США за место в месяц.

Introducing folk CRM: the best alternative to Streak and Pipeliner CRM

Looking for an affordable alternative that's perfect for growing sales 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. folk can support multiple business functions including sales, marketing, recruitment, and more. Unlike complex enterprise solutions, folk CRM is specifically designed to scale with medium-sized sales teams, providing the perfect balance of functionality and simplicity for teams of 20-50 people who need powerful features without overwhelming complexity.

Основные характеристики

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• ‍Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Интеграция с социальными сетями: импортируйте людей и компании из LinkedIn, Sales Navigator, Instagram и X одним щелчком мыши благодаря расширению Folk для Google Chrome.
• Синхронизация контактов из Gmail и Outlook: полная синхронизация электронной почты, позволяющая пользователям управлять всей коммуникацией непосредственно из CRM.
• Найдите адреса электронной почты в один клик: обогащение контактов с помощью Apollo и Dropcontact, чтобы вы могли заполнить недостающие данные одним щелчком мыши.
• Последовательности писем: отправляйте последовательности писем с напоминаниями, если ваши потенциальные клиенты не отвечают на ваши первые письма. Включает в себя интеграцию с ИИ, позволяющую персонализировать письма в большом масштабе.

Цены и тарифные планы

folk предлагает 14-дневную бесплатную пробную версию. После этого доступны доступные по цене ежемесячные или годовые тарифные планы. Годовой тарифный план выглядит следующим образом.

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальный тариф: от 80 долларов США за пользователя в месяц.

Streak vs. Pipeliner CRM: What's the verdict?

It's clear that both Streak and Pipeliner CRM have their own unique strengths. Streak's seamless integration with Gmail makes it ideal for those heavily reliant on email communication, while Pipeliner's visual sales management tools cater to teams needing robust sales automation and analytics. However, for medium-sized sales teams of 20-50 people seeking a more personalized CRM experience, folk CRM emerges as the clear winner. With its user-friendly interface, customizable features, and pricing that makes sense for growing teams, folk CRM bridges the gap between simplicity and functionality while offering the scalability that medium-sized sales teams require.

👉🏼 Try folk now to never miss a follow-up in your sales pipeline

Часто задаваемые вопросы

Is Streak CRM for Gmail safe?

Streak connects to Gmail via Google OAuth and uses permission-based access. Security depends on granted scopes and your workspace policies. Review app permissions with your admin and verify compliance needs before deployment.

How do Streak and Pipeliner CRM compare on price?

Streak (annual): Pro $49/user/mo, Pro+ $69, Enterprise $129. Pipeliner (annual): Starter $65/seat/mo, Business $85, Enterprise $115, Unlimited $150. Prices may vary by region and billing terms.

Which is easier to use, Streak or Pipeliner CRM?

Streak is lightweight and lives in Gmail, so setup and adoption are quick. Pipeliner is a standalone CRM with richer features and a steeper learning curve suited to teams needing advanced pipelines and reporting.

What is a good alternative to Streak and Pipeliner CRM?

Try folk. It offers customizable pipelines, contact enrichment, email sequences, and automation. Annual plans: Standard $20/user/mo, Premium $40, Custom from $80. 14-day free trial available.