Overview: Zoho CRM and Streak as CRM Category solutions.

Zoho CRM and Streak are both CRM solutions that cater to businesses of varying scales. Zoho CRM is robust with features like AI, analytics, and seamless data management, making it favorable for large enterprises and tech industries. Streak integrates well with Gmail, focusing on communication management for smaller teams. Zoho offers more comprehensive support channels, fitting well with complex operations. Meanwhile, Streak suits businesses prioritizing email integration with straightforward workflows.

Zoho CRM: Zoho CRM is an online software that manages sales, marketing, and support in one platform. Trusted by over 100 million users worldwide, a free trial is available.

Streak: Streak is a multipurpose CRM that integrates seamlessly with Gmail, enabling easy collaboration. It securely connects to Google Apps, replacing multiple external systems.

Zoho CRM and Streak: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Zoho CRM supports key activities like engagement management, contact list management, and sales document management, resonating well with enterprises looking to streamline diverse sales functions. read more →

Streak aids businesses in communication management and tracking communications within Gmail, aligning closely with businesses seeking to enhance email-focused workflows. read more →

Business Goals

Zoho CRM helps businesses enhance customer relationships, acquire new clients, and boost sales, fitting well for companies striving for robust market expansion. read more →

Streak facilitates customer relationship enhancement and customer acquisition, making it suitable for businesses prioritizing practical yet impactful growth. read more →

Core Features

Zoho CRM features AI enhancements, custom reports, and strong integration capabilities that appeal to businesses needing intricate data analysis and seamless system migration. read more →

Streak offers features like integration and custom reporting, beneficial for users looking for efficient workflow alignment within the Google ecosystem. read more →

Vendor Support Preferences

Zoho CRM offers robust support with phone, email, chat, and 24/7 support options, catering to large enterprises needing comprehensive assistance. read more →

Streak provides support through email and 24/7 assistance, fitting smaller teams requiring essential guidance over extensive support enhancement. read more →

User Segments and Industries

Zoho CRM is popular among large enterprises and industries like IT, marketing, and software, highlighting its suitability for complex business environments. read more →

Streak serves small to mid-market businesses with a focus on marketing and small enterprises, demonstrating its niche in targeted, agile solutions. read more →

Operational Alignment

Zoho CRM fits into large-scale, complex operational workflows, making it a good fit for enterprises with comprehensive CRM needs. read more →

Streak integrates seamlessly with Gmail and smaller workflow complexities, making it a practical choice for straightforward operational setups. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

Low
Medium
High

Ease of migration

Read peer / expert warnings.

Data

Data Export

Read peer / expert warnings.

Data Import

Read peer / expert warnings.

Support

Phone Support

Read peer / expert warnings.

Email Support

Read peer / expert warnings.

Chat Support

Read peer / expert warnings.

24/7 Support

Read peer / expert warnings.

Others

Analytics

Read peer / expert warnings.

Custom Reports

Read peer / expert warnings.

AI Powered

Read peer / expert warnings.

Most deployed common Use Cases for Zoho CRM and Streak

What solutions does Zoho CRM and Streak provide for Communication Management?

Zoho CRM and Streak both enable users to send mass emails and track email opens. Zoho CRM offers more features including workflow automation, custom functions, and database management. Streak excels at email tracking, templating, and scheduling. Streak’s free tier has limitations on the number of emails tracked per month.

"...You can create buttons that do all the work for you (example: sending auto-emails)...." Peer review by Rose-Anna M., Financial Controller, Hospital & Health Care

"...I love how I can send mass emails, Make notes for each file and just how easy it is to use...." Peer review by Melissa S., Lead Recruiter, Transportation/Trucking/Railroad

How can Zoho CRM and Streak optimize your Contact List Management Workflow?

Zoho CRM and Streak both allow users to manage contact lists. Zoho CRM provides a more robust system with features such as email reminders, pop-ups, and integration with social media platforms. Streak, a Gmail extension, focuses on managing contacts and deals within the email platform. Zoho CRM offers a wider range of features, while Streak provides a simpler, more streamlined approach within Gmail. Both tools have limitations, such as difficulty building custom queries in Zoho CRM and limited contact management capabilities in Streak.

"...You can open a client, add contact info, add comments regarding their case, meetings and phone calls...." Peer review by Verified Reviewer, Computer Software

"...Excellent to organize and give a more personalized service to your contacts and customers, with several very useful functionalities that greatly enhance the gmail service...." Peer review by Sofia Carmona

How does Zoho CRM and Streak address your Lead Management Challenges?

Zoho Crm and Streak are both used for managing leads. Zoho Crm has advanced features for reporting and analytics, making it suitable for tracking detailed sales data. Streak focuses on lead organization and follow-up, integrating seamlessly with Gmail to manage sales pipelines. Zoho Crm is designed for businesses of all sizes while Streak is more suited for individuals and small businesses.

"...The lead management has worked well so far and it's been easy to assign leads to support agents...." Peer review by Tanner W, Co-Founder

"...It'll first ask you what you would like to observe in Gmail: traditional CRM leads and discounts, fundraising prospects, storyline leads, potential hires, email support, plus more...." Peer review by Avishai M., Innovation and Product Manager, Oil & Energy

What makes Zoho CRM and Streak ideal for Workflow Management?

Zoho CRM and Streak both facilitate workflow management. Zoho CRM allows users to customize workflows through various modules and automate tasks, such as sending notifications. Streak, on the other hand, operates directly within Gmail, providing a streamlined workflow experience. Zoho CRM has a wider range of features, including reporting and complex automation, while Streak focuses on simplicity and integration with email. Both tools have limitations, including Zoho CRM's potential clunkiness and Streak's lack of automated workflows.

"...This really allows teams/companies to properly integrate it in to their workflows. ...." Peer review by Verified Reviewer, Consumer Electronics

"...Having your pipline and workflow visually when an email comes through makes response time quicker and more efficient...." Peer review by Administrator