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What is Streak?

Enhance your team's efficiency by crafting a customized workflow that suits your unique needs, irrespective of the application or working style in use. A simple spreadsheet can serve as a tool for seamless additions, adjustments, and teamwork, making it easier to manage information. You can sort, filter, and arrange your data in various ways to quickly identify any challenges that may arise. Keep track of tasks across all your processes while automatically consolidating information from emails and contacts. Receive timely notifications to stay informed about progress, ensuring that no follow-up slips through the cracks, supported by reminders and tasks. Experience the ease of working straight from your inbox! This system integrates smoothly with Gmail on both desktop and mobile, as well as with G Suite applications such as Sheets, Chat, and Drive, providing rapid access to your information. Effortlessly share emails, notes, and call logs with your team to facilitate a consistent workflow. Furthermore, you can view pipeline information alongside your emails on your mobile device, which ensures you always have relevant context available wherever you are. Such adaptability is crucial for fostering both productivity and collaboration among your team members, ultimately leading to enhanced outcomes. By optimizing your workflow in this manner, you create an environment that supports continuous improvement and responsiveness.

What is Copper?

Copper is a user-friendly CRM designed specifically for small businesses looking to enhance their management of prospects and customer relationships without the burden of data entry, tedious administrative duties, or complex tools. Save valuable time by eliminating the need to manually input information. With seamless integration into Gmail and other Google Apps, Copper automatically records all your emails and interactions with the appropriate contacts. Additionally, it consolidates essential sales and relationship information—ranging from email conversations and previous engagements to task management—into a single accessible location, streamlining your workflow. This means you can focus more on building relationships and growing your business.

Media

Media

Integrations Supported

Causal
Cognito Forms
Documati
Facebook Messenger
Forager
GA Connector
Insider One
Kixie PowerCall & SMS
Lyftrondata
Make
Nekton.ai
NinjaPear
Peaka
RegFox
Replyify
Sensr Portal
SourceWhale
Voxloud
Wufoo
Zapier

Integrations Supported

Causal
Cognito Forms
Documati
Facebook Messenger
Forager
GA Connector
Insider One
Kixie PowerCall & SMS
Lyftrondata
Make
Nekton.ai
NinjaPear
Peaka
RegFox
Replyify
Sensr Portal
SourceWhale
Voxloud
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$39.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$9 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Streak

Date Founded

2011

Company Location

United States

Company Website

www.streak.com

Company Facts

Organization Name

Copper

Date Founded

2013

Company Location

United States

Company Website

www.copper.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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