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Introduction
Welcome to our article on demo of Streak CRM for Gmail – the perfect solution to manage your sales process efficiently. If you’re a salesperson or a business owner, you understand the importance of keeping track of all interactions with your customers. Keeping track of emails, phone calls, and meetings in multiple spreadsheets can be time-consuming and overwhelming, leading to lost potential opportunities. Streak CRM for Gmail is an integrated customer relationship management tool that helps you streamline your sales process.
Streak CRM for Gmail has been gaining popularity among sales teams due to its ability to offer a simple, yet powerful solution. It’s an all-in-one business tool that you can use on the go, making it a perfect fit for modern sales teams. In this article, we’ll give you a complete demo on Streak CRM for Gmail, including its features, pricing, and benefits. Let’s dive in!
About Streak CRM for Gmail
Streak CRM is a fully integrated customer relationship management tool that enables you to create a better experience for your customers. With Streak CRM, you can manage your sales pipeline, customer interactions, and build better relationships with your clients – all from within Gmail.
Features of Streak CRM for Gmail
Streak CRM offers an array of features that make managing your sales process a breeze. Some of the prominent features of Streak CRM are:
| Feature | Description |
|---|---|
| Email Tracking | Know when and how many times your email was opened or replied to |
| Mail Merge | Send personalized emails to your customers in bulk |
| Deal Management | Track your deals and manage your sales pipeline |
| Tasks and Reminders | Create tasks, set reminders, and keep track of your to-do list |
| Templates | Create and use email templates that save you time and improve your response rates |
| Custom Pipelines | Create custom pipelines that suit your business requirements |
Pricing
Streak CRM for Gmail offers four pricing plans:
| Plan | Pricing | Features |
|---|---|---|
| Free | $0 per user, per month | Email tracking, basic CRM, and 50 email tracking events per month |
| Professional | $49 per user, per month | All Free features plus Mail merge, Task automation, and 700 email tracking events per month |
| Enterprise | $129 per user, per month | All Professional features plus Custom report builder, API, and unlimited email tracking events |
| Unlimited | $299 per user, per month | All Enterprise features plus Custom development and dedicated support |
Benefits of Streak CRM for Gmail
Some of the benefits of using Streak CRM for Gmail are:
- Easy integration with Gmail
- Allows you to manage your entire sales pipeline, tasks, and customer interactions from within Gmail
- Offers a simple and user-friendly interface
- Provides advanced email tracking features
- Offers a mobile app for on-the-go access
- Provides custom pipelines to fit your business needs
- Offers a free plan with basic CRM features
Demo of Streak CRM for Gmail
Let’s walk through a detailed demo of Streak CRM for Gmail.
1. Installation and Integration with Gmail
The first step is to install Streak CRM for Gmail from the Chrome Web Store. Once you have installed the extension, open Gmail, and you’ll see the Streak icon on the right side of the screen. Click on the icon to get started.
2. Creating a Pipeline
After you’ve installed the extension, the next step is to create a pipeline. A pipeline is a visual representation of your sales process, and it enables you to track your deals and manage your sales pipeline effectively.
To create a pipeline, click on the “Add Stage” button in the Pipeline section. You can customize your pipeline stages to fit your business requirements.
3. Adding Contacts
The next step is to add contacts to your pipeline. You can add contacts manually or import them from a CSV file. To add a contact, click on the “Add Person” button in the Contacts section. You can also add custom fields to fit your business requirements.
4. Tracking Emails
One of the most powerful features of Streak CRM is email tracking. With email tracking, you can track when and how many times your emails were opened or replied to. To track an email, compose a new email and click on the “Track” button. You’ll receive a notification when your email is opened or replied to.
5. Creating and Using Templates
Streak CRM also offers the ability to create and use email templates. Email templates save you time and improve your response rates. To create a template, click on the “Templates” button and select “New Template.” You can also use pre-built templates provided by Streak CRM.
6. Managing Tasks and Reminders
Streak CRM also enables you to create tasks, set reminders, and keep track of your to-do list. To create a task, click on the “Tasks” button and select “New Task.” You can also set reminders for your tasks to ensure that you never miss a deadline.
7. Collaboration with Team Members
Streak CRM for Gmail also enables you to collaborate with your team members effectively. You can share your pipelines, contacts, and emails with your team members, and work together to close deals.
FAQs
1. Is Streak CRM for Gmail free?
Yes, Streak CRM for Gmail offers a free plan with basic CRM features.
2. What are the pricing plans for Streak CRM for Gmail?
Streak CRM for Gmail offers four pricing plans – Free, Professional, Enterprise, and Unlimited. The pricing ranges from $0 to $299 per user, per month.
3. Does Streak CRM integrate with other tools?
Yes, Streak CRM integrates with various tools like Google Calendar, Zapier, and Trello.
4. Can I use Streak CRM on my mobile?
Yes, Streak CRM offers a mobile app for both iOS and Android users.
5. What are the benefits of using Streak CRM for Gmail?
Some of the benefits of using Streak CRM for Gmail are easy integration with Gmail, advanced email tracking features, easy management of your sales pipeline, and custom pipelines to fit your business requirements.
6. Is there a limit on the number of pipelines I can create?
No, there are no limits on the number of pipelines you can create with Streak CRM for Gmail.
7. Does Streak CRM offer a trial period?
Yes, Streak CRM for Gmail offers a 14-day free trial of the Professional plan.
8. Can I cancel my subscription anytime?
Yes, you can cancel your subscription to Streak CRM for Gmail anytime.
9. Does Streak CRM provide customer support?
Yes, Streak CRM for Gmail offers customer support through email, live chat, and phone.
10. What is the maximum number of email tracking events allowed under each pricing plan?
The maximum number of email tracking events allowed under each pricing plan are –
- Free Plan – 50 email tracking events per month
- Professional Plan – 700 email tracking events per month
- Enterprise Plan – Unlimited email tracking events
- Unlimited Plan – Unlimited email tracking events
11. Can I export my contacts and pipelines from Streak CRM?
Yes, you can export your contacts and pipelines from Streak CRM as CSV files.
12. How is Streak CRM different from other CRMs?
Streak CRM for Gmail is different from other CRMs as it offers a simple and user-friendly interface, easy integration with Gmail, and advanced email tracking features.
13. Are there any limitations on the number of team members that can use Streak CRM?
No, there are no limitations on the number of team members that can use Streak CRM.
Conclusion
Streak CRM for Gmail is a powerful tool that can help you manage your sales process efficiently. With its advanced email tracking features, easy management of your sales pipeline, and custom pipelines to fit your business requirements, Streak CRM for Gmail is an all-in-one solution for modern sales teams. Whether you’re a small business owner or a sales team leader, Streak CRM can help you build better relationships with your customers.
If you’re interested in trying out Streak CRM for Gmail, sign up for a free account today and see for yourself how it can take your sales process to the next level.
Closing Disclaimer
The information provided here is up-to-date, and we’ve done our best to ensure the accuracy of the information provided. However, the pricing, features, and benefits of Streak CRM for Gmail are subject to change without notice. We encourage you to verify the latest information from the official Streak CRM for Gmail website or customer support team before making any decisions.
