Make more time for the work that matters most.
Asana helps you coordinate all the work your team does together. So everyone knows what needs to get done, who’s responsible for doing it, and when it’s due.

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Project Management Software for Professionals.
For the project management power user, Teamwork Projects has everything you need to track a project from start to finish. The flexibility, combined with the intuitive features the app offers mean your team will not only become better collaborators but they will massively increase their productivity on a daily basis.

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NetHunt CRM, your smart Gmail Inbox.
Enhance your Inbox with an Enterprise-level CRM functionality.

NetHunt CRM is a customer relationship management system for Gmail and Google Apps. It serves as a customizable system for organizing business processes and communications, letting you manage business without leaving the inbox.

Remember how in Google Drive you can gather Documents and Sheets in a single folder? You can collect files related to a client, but this approach covers only several types of files, leaving emails in Gmail, chat messages in Hangouts, reminders in Calendar and some handwritten notes in a notebook.

NetHunt CRM lets you collect everything related to a business entity inside a record. Each record is a lead, a support case, a job candidate, a customer or whichever business entity is relevant in your field.

You can add emails or files to existing records or create new ones from within Google Apps. Then you can group these record, for example, by stages to represent them as a pipeline, by assignees to turn them into a project dashboard or by cities to send a mass mail to your segmented client base.

Records and views are shareable to allow collaboration and keeping all teammates on the same page.

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The simplest CRM on the planet right in your email.
No complicated CRMs, no big decisions … just more sales! Sortd will get your sales organized right from Gmail. Small teams love it because it’s so easy to use!

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The Personal CRM.
After years of keeping contacts in tedious spreadsheets and address books, we needed something better. So we built it. Introducing FollowUp Personal CRM: a simple, intelligent tool that makes managing relationships easy.

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Struggling to manage communication across your business?

A CRM could make things easier for you. A Customer Relationship Manager is software designed to help manage your communication and improve relationships with new and existing clients.

OneSheet CRM is a free, straightforward, and easy-to-use Customer Relationship Manager that is used with Google Sheets.

The software is designed for small businesses to track leads and sales efficiently and help you to close deals with less effort.

Want to know more about OneSheet CRM? We don’t blame you!

Below, we explore OneSheet CRM in more detail.

Key Features

• Track leads – OneSheet CRM allows you to track leads and prospective clients, helping you to take your business to the next level with minimal effort.
• Manage Contacts – With OneSheet CRM, you can input and store your customers’ information more efficiently. There are even smart options, including a customizable drop-down menu to streamline your workflow.
• Manage Sales – When you open up your dashboard, you’ll see an instant summary of your sales pipeline. This gives you important insights such as the value of your opportunities in different stages of the workflow and can help you to see exactly when you’re doing something right.
• Create Custom Pipelines – With OneSheet CRM, you can create custom Pipelines and filter your list of clients by status, pipeline stage, source, and loss reason. This can help to narrow down your list and streamline your workflow.

Pros

+ Easy to use

Some CRMs are complicated to get your head around; thankfully, OneSheet CRM is not.

The software benefits from an easy to use interface that provides a simple way to manage your clients. Even if you’re totally new to CRM, you won’t have any issues with OneSheet.

+ Works with Google

OneSheet is designed to be used with Google Drive. Obviously, this could be seen as a negative if you don’t use Google, but for Google users, this is a definite pro.

As well as syncing with your Google Sheets documents, the software has a ‘Google-like’ feel to it, making it feel familiar to Google users.

+ Create Custom Pipelines

With OneSheet CRM, you can create Custom Pipelines to manage your information. If you can’t find a template that suits your needs, don’t panic!

You can whip up a custom one within seconds. This means that you can sort your information in a way that suits your business.

+ It’s free

OneSheet CRM is 100% free. Unlike some CRMs, there are no hidden fees to consider with this software, which is a major benefit for most users!

The majority of CRMs are costly. If you’re just starting to manage your contact and leads, you may not be ready to invest in a fancy, expensive CRM. If that’s the case, OneSheet CRM is a great option.

+ Made out of Google Sheets

Many small businesses aren’t looking for a fancy CRM solution. Instead, they’re looking for something simple but effective that saves them time and money.

The spreadsheets in OneSheet are created directly from Google Sheets, saving you and your business valuable time and money.

+ Detailed dashboard

The dashboard shows your business sales pipeline, contacts, and opportunities. So, in short, everything you need to run your business efficiently!

A breakdown of your opportunities by stage is also shown on the dashboard.

+ Identify the most valuable stages of your sales process

With OneSheet CRM, you can see exactly which stage of your opportunities pipelines has the most value. You can then focus on moving them to the next stage and completing the deal.

For instance, if you have a lot in a certain area, you may want to focus on moving those opportunities forward.

Cons

– Less advanced than fully-fledged CRMs

OneSheet CRM is perfect for those looking for simple, affordable, and basic CRM.

However, it is less advanced than fully-fledged CRMs and therefore doesn’t have as many functions and capabilities. This could be seen as a con amongst those looking for something less basic.

– No option to upgrade

It’s great that OneSheet is free, but the downside is that there are no paid plans to upgrade to if you want to use more advanced features. This means that the use of OneSheet CRM is limited to those looking for a basic, low-level option.

Price Plans

As we mentioned earlier, there is only one price plan with OneSheet CRM – free. Unlike most CRM solutions, OneSheet has no option to upgrade to a paid plan if you see fit.

While this is ideal for users who are satisfied with the standard features, it’s a downside for those who are growing their business and need to invest in something more advanced.

Instead of upgrading to a paid OneSheet CRM plan, those users will need to take their business elsewhere.

That being said, there are certainly positives to OneSheet CRM being 100% free – in addition to the major positive of it being affordable!

As OneSheet has no paid plans, there’s no chance of the standard features being removed from the free plan and moved onto the paid version instead. This means that all of the features are guaranteed to remain accessible and totally free of charge.

Integrations

OneSheet CRM integrates with Google Sheets and Google Drive to increase productivity and streamline your workflow. This is ideal for those already using Google, as you can move all of your customer information straight across in seconds.

So, there you have it – our OneSheet CRM review. Overall, the software is a superb choice for individuals or small business owners looking for a simple, easy-to-use, and affordable CRM solution.

Not sure whether it’s right for you? Don’t panic! As the software is 100% free, there’s no harm in giving it a try. If you don’t like it, you can then invest in something a little more advanced.

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Over 20M people and teams rely on the award winning Any.do to Stay Organized and Get More Done. Powered by Realtime Collaboration. In-app Chat. Kanban view. Google Calendar integration. Daily Planner. Recurring Tasks. Free to Sign Up.

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• Manage projects from Gmail. Keep your pipeline moving.
• Set up and customize a perfect process for your team no matter the use case or how you work.
• As simple as a spreadsheet — adding, editing, and collaborating is a breeze.
• Easily filter, sort, and group your data in any configuration to quickly identify bottlenecks.
• See upcoming tasks across all your pipelines.

You can add the basic version of Streak CRM to Chrome for free:

TRY STREAK CRM

Streak CRM Review

Are you struggling to manage communication across your business? Maybe it’s time to invest in a customer relationship manager (CMS).

A CMS is a system built to help manage communication and improve relationships with current and prospective clients.

Streak is a CRM that integrates with your Gmail inbox and helps to organize and manage all of your emails. Benefitting from customizable workflows, Streak allows you and your team to track different processes such as recruitment, sales, and project management. It also offers other efficiency-improving tools such as email tracking, mail merge, and pre-written templates.

Want to know more about Streak CRM? You’re in the right place. Below, we explore the customer relationship manager in more detail.

Key Features

• Sales – Manage your sales pipeline from inside Gmail. Streak captures your details and transforms existing Gmail into a fully-featured CRM.
• Project Management – Keep track of new and existing conversations and use Streak to channel the product development discussion. The spreadsheet-style interface allows you and your team to collaborate efficiently from wherever you are.
• Business Development – Manage partnerships across your team without logging into a different system. Keeping everything inside Gmail will keep the process straightforward and efficient.
• Fundraising – Use Streak to raise money and close investment deals. Keep track of conversations with investors and potential investors inside of Gmail so you know where everyone is in the fundraising process.
• Support – Instead of investing in external software, Streak allows you to use Gmail to prioritize and manage support tickets and bugs.
• Hiring – Keep track of resumes and applications so you can keep prospective candidates in the loop.
• Real estate – Track deals, recruit new agents or manage home buyers and sellers using one efficient system.

Pros

Streak is a well-designed tool that combines a robust CRM with the simplicity of Gmail. While it may seem basic at first, the tool boasts some powerful features that can improve efficiency and streamline your emails.

Below we explore some of the benefits of Streak in more detail.

+ Build any type of workflow

One of our favorite things about Streak is that you can use the software to build any type of workflow. A standard CRM is purely used to manage customer relationships, but Streak takes things up a notch and allows you to build workflows for other processes too.

In addition to tracking new leads, Streak can be used to track emails on new projects and manage recruitment. If you can break down a process into steps, you can build it as a workflow in Streak. For instance, you could use the software to streamline content creation, potential resumes, or to manage and prioritize IT support.

As you can build any type of workflow, Streak may be able to replace other tools you’re already using. This could help you to reduce your monthly subscriptions and save a ton of cash.

+ Impressive collaboration features

Streak boasts some impressive collaboration features. For instance, you can create teams, assign different roles for each team, and share multiple pipelines. Once you’ve shared a pipeline, you’ll have a central location for you and your team to view contact information and other details. You can also add comments, set reminders, and assign tasks with due dates – all helping to keep your business running smoothly.

+ Email power tools

One of the best things about Streak is email power tools. You don’t have to use these but doing so will ensure you get the most from the CRM.

You’ll have access to email tracking, mail merge, a thread splitter, and pre-written emails or snippets. These power tools work within Gmail and provide valuable insight into what you’re doing right and what needs rethinking. Essentially, they’re another tool to help you work more efficiently.

Better still, the tools can be used together. For instance, using snippets and mail merge features together allows you to create and save email templates and then send personalized copies to multiple leads. This can save valuable time and energy over a period of time!

+ Snooze function

Streak comes with email scheduling and reminders to keep you on top of things. If you receive an email that you’re not ready to reply to yet, use the snooze button to temporarily archive it and bring it back to the top of your inbox a few days later. For instance, if you receive an email on Thursday afternoon that you don’t want to reply to until Friday, you can snooze the message and set it to reappear in the morning.

+ Email scheduling

You can also use Streak to schedule emails to be sent at a later date. For instance, if you’re writing an email in the evening but you don’t want a client to receive it until the morning, you can select a preferred date and time and Streak will send the message automatically.

+ Free to use

One of the best things about Streak is that it’s free to use the basic version. We would recommend you invest in a paid plan though to take full advantage of all the key features including mail merge, email tracking, unlimited pipelines, and full CRM features.

With this in mind, the Streak CRM is perfect for freelancers or small business owners looking to get started with CRM.

Cons

While Streak has plenty of benefits, there are, of course, a few downfalls to the software. Below, we explore these in more detail.

– Doesn’t have all the features of a dedicated CRM

As Streak is a Gmail plugin, it doesn’t have all of the features found in a dedicated CRM. For instance, the reporting and forecasting functionality is limited and the automation capabilities aren’t as diverse as fully-fledged CRM platforms.

– Only works with Gmail

As Streak was built exclusively for Google, it only works with Gmail and relies on the G Suite. Also, you can only use the software on Google Chrome and Safari at present as it doesn’t support other browsers or email providers.

If you’re an Outlook user, this means that Streak might not be ideal for you. However, if you’re already using Gmail, the software will be a handy add-on that allows you to manage your workflow from one central location.

Pricing Plans

Streak has four pricing plans – Free, Solo, Pro, and Enterprise.

Free – $0 per user / month

According to the company website, the Free plan is ideal for individuals trying out Streak for an unlimited period of time. With the Free plan, you get private pipelines, 500 boxes, 50 mail merge per day, email tracking and snippets, G Suite integrations, mobile access, auto-boxing, and basic CRM.

Solo – $15 per user / month

Coming in at $15 per user per month, the solo plan is designed for single users and professionals looking for an all-purpose CRM. With this plan, you get private pipelines, 5000 boxes, 800 mail merge per day, email tracking and snippets, G Suite integrations, mobile access, auto-boxing, basic CRM, and email support.

Pro – $49 per user / month

Advertised as the company’s most popular plan, the Pro plan is priced at $49 per user per month. It’s designed for any sized business or team looking for a complete CRM solution. It comes with private pipelines, shared pipelines, unlimited boxes, 1500 mail merges per day, email tracking and snippets, G Suite integrations, mobile access, auto-boxing, advanced CRM, standard API, basic data validation, basic permissions, and email support.

Enterprise – $129 per user / month

Priced at $129 per user per month, the Enterprise plan is suitable for businesses looking for deep customization and data validation. It comes with private pipelines, shared pipelines, unlimited boxes, 1,500 mail merges per day, email tracking and snippets, G Suite integration, mobile access, auto-boxing, advanced CRM, Webhook API, custom data validation, custom permissions, priority support, and custom billing.

How to Use Streak CRM

So, now you know what Streak is, but how do you use it? Like most software, Streak can seem a little confusing at first; however, it shouldn’t take you long to get the hang of things thanks to its easy-to-use interface and simple design. Below, we go through step-by-step instructions on how to use Streak CRM or you can also watch the official how to video from Streak:

1. How to install the Streak browser extension

To get started with Streak you need to install the Streak extension to your browser. Depending on whether you’re using Google Chrome or Safari, this can be downloaded from either the Chrome Web Store or the Safari Extension Gallery. As we mentioned in the ‘cons’ section of the review, you can’t use the software on any other browsers at this stage.

Install the Streak Google Chrome Extension

1. Go to Streak on the Chrome web store here
2. Click the “Add to Chrome” button
3. Click “Add extension”

Install the Streak Safari Extension

1. Got to Streak on the Mac App Store
2. Click “Get” and then “Install Now”
3. Once installed click Open

2. Set up your workflows

Once Streak is installed, you can start setting up your workflows. As we explored earlier, the software uses pipelines to track different workflows. For instance, you could have one pipeline to organize projects and another to manage leads, or whatever combination suits your business.

Streak is equipped with pre-built templates for different processes, including projects, support tickets, recruitment, and investment deals. If you can’t find a pre-built template to suit your needs, don’t panic! There’s also the option to build your own pipeline from scratch.

3. Add your stages

Once you’ve set up your pipelines, the next step is to add different stages to them. Essentially, stages are the steps in your workflow, and they show you how a project moves from start to finish. If you’re not sure what stages you need at the start, that’s fine – you can add and remove stages as you go. Each stage can be color customized for easy reference, which is a nice touch.

4. Create your columns

Once your workflow is set up, you’ll need to decide which information you want to record so that it can be organized conveniently. This information is displayed in columns, which you can add, delete, or move as needed. You can customize fields with checkboxes, dropdown, date, or freeform columns, allowing you to collect almost any type of contact data.

Streak has recently introduced something they call ‘Magic Columns’. These columns are automatically generated using data collected by Streak. For instance, you could introduce a Magic Column with the ‘last received email’ dates, showing you exactly how responsive a client or contact is.

5. Assign boxes

On Streak, all the data from your customers is stored in a centralized location known as a ‘box’. Boxes appear in your pipeline as a single line and can be added, deleted, or moved through the different stages of your pipeline.

When an email comes in, you’ll need to assign it to a box as soon as possible. Until you have done this, the email won’t appear in Streak and you won’t be able to start tracking the information. Depending on what works best for you, you can add emails from an email thread, when you’re composing a new email, or directly from your inbox.

6. Manage your boxes

Once you’ve assigned your boxes, the final step is to manage them. If you want to view more information about a client or contact, you can click through to view the box. You’ll then be able to see all the associated files, notes, emails, and call logs.

When managing your boxes, you can assign upcoming tasks, set up reminders, and see changes made using the timeline feature. You can customize the layout of the box according to your needs, which is ideal for those storing large amounts of information.

Is Streak CRM right for you?

With multiple plans available, Streak is suitable for a wide range of freelancers and businesses. As the software works with Gmail and the G Suite, it’s obviously best for users that are already using Gmail. However, if you’re happy to make the switch from Outlook or another email provider, Streak could work for you too!

Overall, the software is affordable, has great customization options, and integrates seamlessly with the rest of the G Suite. It provides a central place to store all of your contact information and allows you to efficiently manage each interaction. There’s also the option to collaborate with your team if needed and work through the pipelines together.

Of course, Streak doesn’t boast all the features of a full-fledged CRM. This means that it may not be suitable for larger companies that need in-depth reporting or advanced workflow automation. Before ruling it out, though, have a read through the pros, cons, and what you get with each pricing plan – you may be surprised!

If your business isn’t overly complicated, Streak may well suit your needs. If you’re looking to manage different workflows, including project management, sales, and recruitment, and make your business more efficient, Streak CRM is well worth checking out.

Unsure whether the software is for you? Spend a few weeks trialing the free plan. If you enjoy the basic features but feel you’d benefit from a few more, upgrade your plan as necessary.

Add the basic version of Streak CRM to Chrome for free or sign up for a paid account here:

TRY STREAK CRM

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Bring your team together in one space.
Collaboration • Resource Scheduling • Project Management • Timesheet.
Online Collaboration Software for Teams, Organisations and Enterprises.

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Project Management for G Suite.
The best platform that completely automates and centralises G Suite to collaborate together.

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