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. We'll also show you why folk CRM might just be the better 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 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.

Key features of Pipeliner CRM

• SalesForce automation: Automates routine sales tasks, helping teams focus on selling while ensuring consistency across workflows.
• Key account management: Provides tools to manage and track relationships with high-value clients, ensuring personalized attention and strategy.
• Communications and activities tracking: Logs and organizes all interactions, calls, and emails, providing a centralized view of customer communication.
• Reporting engine: Offers customizable reports and dashboards to deliver insights into sales performance and team productivity.
• 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.

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. 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. Ease of use

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. 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. 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. Outreach

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. Automation

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. Integration

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. Artificial Intelligence

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.

Price and plans comparison

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.

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

Pipeliner CRM prices

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

• Starter: Starts from $65/seat/month.
• Business: Starts from $85/seat/month.
• Enterprise: Starts from $115/seat/month.
• Unlimited: Starts from $150/seat/month.

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

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. folk can support multiple business functions including sales, marketing, recruitment, and more. You can use folk as a solopreneur, small to mid-size business, and large enterprise.

Key features

• 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.
• 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.

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. 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 companies seeking a more personalized CRM experience, folk emerges as a compelling alternative. With its user-friendly interface and customizable features, folk bridges the gap between simplicity and functionality. Try folk today, free