Streak vs Referral Rock
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Sir Richard BransonMost popular feedback for Streak
A handy CRM with integration that works well for small businesses What do you like best about Streak? Streak's format is essentially what I think of as a clickable, expandable Excel spreadsheet. Having everything laid out clearly when opening pipelines is important to me and how I stay organized within my own brain, so this is definitely a highlight of Streak. We have been using Streak since the very early days (2018) so we've seen a lot of improvements come over the last several years. I also appreciate the design of being able to see emails and everything attached to a box all in one newsfeed-like layout. Being able to see everything all at once is imperative when revisiting a client's box to give yourself a synopsis before diving into something. Review collected by and hosted on G2.com. What do you dislike about Streak? A minor gripe (and I mean minor! it's not a dealbreaker) I have with Streak is the occasional downtime. It is most often during the workday, which makes sense, but not having access to any of the boxes in our pipelines because they won't load due to server or other issues can be chaotic, especially if the box you're trying to see is not one you've primarily contributed to. The other thing I am hoping for future change on within Streak is the reports feature. The reports are rather weak and honestly aren't helpful to us. We aren't able to craft anything that is really valuable to our business and goals with Streak's integrated reports, so it essentially requires us to seek an outside way to build them, which also means they unfortunately cannot be housed in Streak. Review collected by and hosted on G2.com. Recommendations to others considering Streak: I think Streak overall functions in a way that is best for small businesses. Review collected by and hosted on G2.com. What problems is Streak solving and how is that benefiting you? Server uptime has definitely gotten better over the years, so that helps us without explanation. I have also seen many feature and bug improvements come through in the newsletter and overall, that makes for a better, higher quality product.
Sarah K.
About Streak
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other Google Workspace applications. It can be used to track any business processes including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools such email tracking and mail merge (with automated follow-ups).
Most popular feedback for Referral Rock
The referral software has been able to do everything I've wanted. Every time I had a question, they figure out a solution right away.
Emily Jarrett
About Referral Rock
Affiliate marketing on autopilot - more referrals, lower cost to acquire customers. Built for marketers looking to grow their affiliate programs with less admin work. Fully customizable affiliate portal, easy sharing, tracking stats, and powerful rewards (automatic fulfillment, tiers/milestones, recurring, commission/fixed, etc). Integrate with the systems you're already using. Track and manage impact as you scale. Export support from a onboarding specialists.
Streak reviews
"You need Streak for sales CRM if you're using google suite!!" What do you like best about Streak? Seamless interface right inside your gmail with the CRM tools. When a customer emails you, you automatically see everything about that account from your email. Your teammates can see all interactions as well. It's totally customizable and very easy to create your own tools specific to what you want to know and track about customers and the sales process / cycle. Review collected by and hosted on G2.com. What do you dislike about Streak? I love the desktop features and need to spend more time in the iOS for iPhone because I haven't used it much and there must be some synch tools I'm missing out on. Review collected by and hosted on G2.com. What problems is Streak solving and how is that benefiting you? We stopped printing documents when we started using streak, and everyone was comfortable changing the SOPs because of the transparency and easy interface in streak. We use streak across departments, so it's benefiting cross departmental communication. It greatly helps us incorporate remote working into our daily operations, for any team member to be wherever they need to be and still tap into all of our sales and orders/customer platforms.
- Mary A. National Sales Manager
everything you need & nothing you don't" What do you like best about Streak? Having a CRM implemented into my main communication funnel has been crucial in how smooth & organize I am with my contacts. I have yet to have a project go untouched or a client to be followed up with. I love how intuitive it is with the interface. Review collected by and hosted on G2.com. What do you dislike about Streak? It has been tough to link it with my external systems. I know APIs are a two way street but it can be clunky to link this together with a project management tool right out of the box. Review collected by and hosted on G2.com. What problems is Streak solving and how is that benefiting you? Streak is keeping me organized primarily with my client & project communication. My inbox of deals, projects, and support tickets is always organized as soon as I open Gmail. It's super easy to navigate to find the information quickly & efficiently.
- Richard C.
"Best CRM for Gmail users" What do you like best about Streak? What I like the most about Streak is that it is easy to use as a powerful worksheet over Gmail - and when you go deeper it´s a powerful CRM like no other, and a lot more! Review collected by and hosted on G2.com. What do you dislike about Streak? The to-do list could be a wider window, and the support could be a little bit faster. To be very honest, I don't see any downside to using streak, even in the beginning it is very easy to work with. Review collected by and hosted on G2.com. What problems is Streak solving and how is that benefiting you? As I am a hard user of Gmail, it makes sense to use a CRM that works over the platform, the idea of the pipeline works very well and it can be customized as easy as a worksheet
- Carlos M.
Referral Rock reviews
“We knew your customer success team would get us set up, but we've been blown away... the entire process was so simple.”
- Chelsey Benzel, Marketing Manager
“It’s already given us a 10x ROI. It’s so easy to use and requires very minimal effort to run. We just set it and forget it.”
- John Bergher, VP of Sales and Marketing
“Referral Rock has allowed us to automate our entire referral process. Now that it is set up, it just runs in the background.”
- Yas Desai, Business Development Manager
Pros & cons
Streak
| Pros |
|---|
| Free add-on to Gmail |
| No separate place to have to go |
| Does not clog up your email with lots of folders |
| Very customizable to function however makes sense for you |
| Cons |
|---|
| I wish that it automatically added the email address to the "box" instead of having to manually add it |
| A little manual to move boxes to different categories |
| I wish you could search a keyword IN the box correspondence items. |
Referral Rock
| Pros |
|---|
| Onboarding support |
| Ease of use |
| The ability to automate referral payouts |
| Cons |
|---|
| Email customization |
| The ability to add custom fonts |
| Pardot integration. |
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