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.

What 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.

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.
  

What 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.

Key features of ClickUp

• Task management: ClickUp allows users to create, assign, and track tasks with custom statuses, providing flexibility in managing work processes across different projects.
• Custom views: The platform offers multiple views like lists, boards, calendars, and Gantt charts, enabling users to visualize tasks and workflows in a format that suits their preferences.
• Goal tracking: Users can set, track, and manage goals within ClickUp, aligning tasks and projects with broader objectives.
• Time tracking: ClickUp includes a built-in time tracking feature to log time spent on tasks, allowing users to monitor productivity or billable hours.
• Workflow automation: Automation in ClickUp enables users to reduce manual tasks by setting up rules that trigger actions, such as status updates or notifications, based on predefined conditions.
• Custom fields: The platform allows users to add custom fields to tasks, enabling them to track specific data points or categorize tasks according to their needs.

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.

1. Sales pipeline management

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.

2. Ease of use

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. Contact enrichment

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. Automation

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. Integration

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. Artificial Intelligence

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.

Price and plans comparison

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

Streak prices

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

• Pro: Starts from $49 per user, per month.
• Pro +: Starts from $69 per user, per month.
• Enterprise: Starts from $129 per user, per month.

ClickUp prices

ClickUp offers a free forever plan for personal use. Premium options are available as either a monthly and annual subscription plan. The following is a high level overview of the annual subscription plans available.

• Unlimited: $7/user/month.
• Business: $12/user/month.
• Enterprise: Undisclosed.

Introducing folk CRM: the best alternative to Streak and ClickUp

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

Key features

• 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.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.
• 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.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

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 seeking a more personalized approach to relationship management, folk offers a flexible alternative, blending ease of use with customization. Try folk today, free.