Over the years, our inboxes have evolved from simple email vaults into the nerve centers of our personal and professional lives, housing deals, follow-ups, client chats, and the occasional “just checking in” message that haunts every sales rep. Yet for all the innovation crammed into email, managing it can feel a little overwhelming, especially when you’re juggling multiple tabs just to stay on top of your pipeline.
But not all hope is lost!
Enter Streak CRM, a Gmail-native CRM that lives inside your inbox. Designed to cut down on tab jumping, so you can focus on the things that matter most.
In this Streak CRM review (2025 edition), we’ll dive into its key features, pricing, pros and cons, best use cases, and whether it’s still worth using — or continuing to use — as your go-to CRM in 2025 and beyond.
Streak CRM Overview (TL;DR) |
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Streak seamlessly integrates CRM functionality right inside your inbox, turning your familiar Gmail interface into a lightweight yet powerful sales and relationship management hub – no onboarding needed, especially if you know how to use Gmail.
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📖 What Is Streak CRM?
Launched in 2012, Streak CRM set out with a simple but clever idea — instead of building yet another standalone CRM, why not bring one directly into Gmail? Streak seamlessly integrates CRM functionality right inside your inbox, turning your familiar Gmail interface into a lightweight yet powerful sales and relationship management hub – no onboarding needed, especially if you know how to use Gmail.
Streak, on the other hand, is especially popular among freelancers, solopreneurs, consultants, and small teams who rely on Gmail for client communication and prefer simplicity over complexity.
⚙️ Key Features of Streak CRM
While simplicity is the name of the game for Streak, that doesn’t stop it from featuring a solid set of features for managing relationships natively in your inbox.
Gmail Integration & Pipeline Management
To kick things off, Streak CRM’s biggest advantage is that everything happens inside Gmail. Pipelines — the backbone of Streak — can be custom-built to track any process. Each pipeline displays your stages, contacts, deal status, and key fields in a clean, spreadsheet-style layout.
Almost every part of your pipeline is customizable, from the boxes (individual records) to the columns (data fields). Two of the most powerful customization options are Magic Columns and Formula Columns.
Magic Columns are fields that Streak automatically fills with system data — no manual input required. When you add one, every box in that pipeline inherits the field, and it appears in your sidebar when viewing related emails. These columns can’t be manually edited, but you won’t lose their stored data if you remove them.
You can filter, sort, or group your pipelines by details like Assigned To, Date of Last Email, Total Tracked Views, Days in Stage, or Number of Tasks Due.
Here’s a snapshot of some of the most useful ways to use Magic Columns in Streak: | ||
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Formula Columns take customization a step further, letting you create custom JavaScript-based formulas — no coding required. Thanks to AI assistance, you can simply type your intent in plain English, and Streak generates and tests the code automatically.
Email Power Tools
From automatic email sharing to mail merges, snippets, scheduling, view tracking, and even thread splitting — Streak CRM supercharges your Gmail inbox with tools designed to help you work faster and smarter.
Once activated, automatic Email Sharing ensures that your contacts and organizations:
Share existing emails, past and present, with members of your team.
Your team’s shared emails are pulled into your box’s timeline.
Streak shows the existence of your team's unshared emails with that contact or organization by displaying the sent and received details (to/from/date) in the box timeline.
Streak’s Mail Merge lets you send personalized emails at scale — perfect for outreach, follow-ups, or client updates. Simply craft your message, review your recipient list, and Streak takes care of the rest.
You can track every campaign under the Merges menu, where you’ll see data on how many recipients received, opened, or replied to your emails.
Tired of typing the same email over and over? Streak’s Snippets feature (its version of templates) lets you save and reuse your best-performing messages with a single click. Whether it’s an outreach email, a proposal follow-up, or a client check-in, snippets keep your tone consistent and your workflow efficient.
With Email Tracking, you’ll know the moment your recipient opens an email, what device they viewed it from, and location — giving you real-time visibility into engagement and timing your next move perfectly.
That said, Streak is transparent that email tracking isn’t flawless (like most tools of its kind) due to privacy settings or image blockers, but it’s still a valuable pulse check on your outreach performance.
We’ve all been there — one email thread, ten different topics, and zero clarity. Streak’s Thread Splitter fixes that by letting you break messy conversations into separate, focused threads whenever new topics arise. It’s a simple but underrated feature that brings sanity back to long email chains.
AI & Automations
When it comes to automation, Streak CRM offers helpful workflow tools — though it’s fair to say it’s not a fully automated CRM yet. Its automation suite focuses on simplifying repetitive tasks and syncing data across your favorite tools, rather than replacing manual workflows entirely.
Streak integrates with popular third-party platforms to trigger actions automatically as data flows in:
Calendly: Automatically update or advance a pipeline stages when a meeting is booked through Calendly.
Typeform: When a lead fills out a Typeform, Streak can automatically create a new box in your pipeline and populate contact details using the form data.
Google Forms: Similar to Typeform, form submissions can trigger box creation, contact additions, and even automated mail merges.
Streak Native Automations: Automate repetitive internal tasks, load data into custom columns, and set up trigger-based workflows.
Webhooks: Send or receive data through inbound and outbound webhooks to connect Streak with other tools in your tech stack.
Streak’s AI tools are designed to minimize busywork and surface key insights from your pipelines and conversations. Current features include:
Call Logs & Meeting Notes: Streak AI can automatically capture notes from meetings, summarize key takeaways, and suggest next actions.
AI Deal Summaries: Get concise summaries of deal progress and pipeline movement — no manual updates needed.
Deal Q&A: Ask AI contextual questions about any deal or pipeline, and it will surface relevant insights instantly.
AI Data Entry: Automate field updates, contact information, and box data to keep pipelines accurate and current.
Streak isn’t slowing down on AI innovation. Upcoming features promise to make CRM management even smarter, including:
Advanced data slicing and filtering for deeper analytics.
AI-crafted email sequences tailored to your leads.
Personalized AI replies that match your tone and intent.
Auto-generated, perfectly structured pipelines built from your workflow data.
Did You Know? |
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Breakcold can do more than just track deals — it moves leads automatically, assigns tags, and creates follow-up tasks across Email, LinkedIn, WhatsApp, Telegram, and soon, Phone.  With AI-native features now built into its core, you can describe your business through a simple text prompt or voice recording, and Breakcold Vision will design workflows and pipelines tailored to your exact needs. |
Mobile App
The Streak Mobile App brings the same clean, look and feel from desktop to your phone or tablet. You can access and edit your pipelines, update box details, create follow-up tasks, log calls, and stay on top of your deals — all while on the go.
Streak also offers a Gmail Add-on for both Android and iOS, allowing you to access essential CRM data directly from the Gmail app itself. Once installed, you can:
Add or remove emails from a box
View box, contact, and organization details without leaving Gmail
Change stages or update box names
Insert Snippets (email templates) into drafts and replies
Switch seamlessly to the Streak Mobile App with one tap
Add or remove contacts
Manage form submissions and marketing campaign data
Pro Tip: |
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Not sure which option to use? Streak recommends using the Gmail Add-on for Android users, while iOS users may find the Streak Mobile App the better choice for full functionality. Whether you’re at your desk or on the move, Streak ensures your Gmail-powered CRM travels with you. |
Reporting
Streak offers a comprehensive set of built-in reports designed to help you analyze the health and performance of your pipelines. Each pipeline comes with its own set of reports — many of which are pre-built — giving you instant insights into your deals, team performance, and workflow efficiency. Once you’ve found the ones you rely on most, you can easily customize and fine-tune them to fit your specific needs.
Reports are grouped into two main categories.
Pipeline Reports | Sales Reports |
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💰 Streak CRM Pricing (2025 Update)
Pro | Pro+ | Enterprise |
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$59/user/mo | $89/user/mo | $159/user/mo |
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⭐️ Streak CRM Ratings + Pros and Cons
Ratings | |
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G2 - 4.5/5 (254) | Capterra - 4.5/5 (479) |
Pros | Cons |
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🔥 Streak CRM: Continue the Hot Streak?
At the end of the day, it’s not just about how well a CRM helps you today — it’s about whether it can grow with you tomorrow. While Streak continues to be a clever Gmail-native CRM, its long-term potential in 2025 feels a bit limited.
Here’s why Streak might not be the best fit moving forward:
❌Limited Automation & AI Functionality — Streak offers workflow rules and VERY basic automations, but it still lacks the robust AI-driven features and true automation capabilities now standard in modern CRMs.
❌Overly Gmail-centric — If you live and breathe Gmail, Streak is great. But for teams using Outlook, Apple Mail, or multi-channel setups, Streak’s single-platform focus can quickly become a dealbreaker.
❌Limited Scalability — Streak is fantastic for freelancers and small teams — but once your pipelines, users, and processes start to grow, it can struggle to keep up. Its simplicity becomes both its strength and its ceiling.
Bottom Line: |
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Streak is perfect for Gmail power users who want simplicity over sophistication. But if your business is expanding — or you’re looking for automation, AI, and cross-platform flexibility — it might be time to move beyond your inbox. |
🔄 Streak CRM Alternatives
Looking for an alternative that does more than supercharge your inbox? Don’t worry, we got you. 😉
🥇 Breakcold – Best For Sales-Focused CRM With AI-Native Features
Summary
If you want to future-proof your sales stack, Breakcold stands out as the best AI-native CRM designed for 2025 and beyond. Built for modern sales teams, Breakcold eliminates tedious admin work with AI agents that automatically update contacts, move leads through pipelines, and create follow-up tasks across channels — including Email, LinkedIn, WhatsApp, Telegram, and soon Phone.
Unlike Gmail-bound CRMs, Breakcold gives you a unified workspace to manage relationships and close deals faster — powered by social selling and real-time engagement data.
Key Features | |
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Ratings | |
G2 - 4.7/5 (116) | Capterra - 4.8/5 (93) |
Pros | Cons |
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Pricing Plans
CRM Essentials | CRM Pro | CRM Max |
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$29/user/mo | $59/user/mo | $99/user/mo |
Key features included:
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All Essentials Features plus:
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All PRO features plus:
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🥈 Copper CRM – Gmail-Centric Alternative That’s More Powerful
Summary
If you love the idea of a Gmail-native CRM but need something with more horsepower, Copper CRM is the natural next step. Like Streak, it integrates directly into Gmail — but goes further with automated data entry, pipeline tracking, and AI-powered insights that help you close deals faster.
Built for growing teams, Copper feels familiar to Google Workspace users while offering the scalability and reporting depth that Streak lacks. Whether you’re managing leads, tracking opportunities, or collaborating across departments, Copper brings structure to your sales workflow without leaving the Google ecosystem.
Key Features | |
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Ratings | |
G2 – 4.5/5 (1,135) | Capterra - 4.4/5 (619) |
Pros | Cons |
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Pricing Plans
Starter | Basic |
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$12/user/mo | $29/user/mo |
What’s included:
| Everything in Starter, plus:
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Professional | Business |
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$69/user/mo | $134/user/mo |
Everything in Basic, plus:
| Everything in Professional, plus:
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🥉 Pipedrive – Best Alternative For Visual Pipelines And Broader Integrations
Summary
If you’ve outgrown Gmail-centric CRMs like Streak, Pipedrive offers a refreshing, visual approach to managing deals. Its signature drag-and-drop pipeline interface makes tracking opportunities effortless, while its wide range of integrations (from email and calling tools to marketing automation platforms) gives you more flexibility to scale.
Pipedrive also packs built-in AI sales assistants, workflow automation, and detailed reporting, making it ideal for teams that need visibility across multiple channels — not just email.
Key Features | |
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Rating | |
G2 - 4.3/5 (2,445) | Capterra - 4.5/5 (3047) |
Pros | Cons |
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Pricing Plans
Lite | Growth |
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$19/user/mo | $34/user/mo |
Key features:
| Lite plan +
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Premium | Ultimate |
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$64/user/mo | $89/user/mo |
Growth plan +
| Premium plan +
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Pipedrive Add-ons
LeadBooster add-on | Projects add-on | Campaigns add-on |
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Capture more leads Starting from $32.50 | Deliver projects and reach goals faster Starting from $6.67 | Send awesome email marketing campaigns Starting from $13.33 |
Web Visitors add-on | Smart Docs add-on | |
See who's browsing your site Starting from $41 | Manage all your documents in one place Starting from $32.50 | |
🏁 Final Verdict: Is Streak CRM Worth It in 2025?
In short: No, not really. However, Streak CRM remains a clever, Gmail-native solution for individuals and small teams who want to manage deals, track clients, and automate follow-ups — all without ever leaving their inbox.
It’s REALLY worth using if you:
✅ Live inside Gmail and prefer an integrated workflow
✅ Run a small business, freelance operation, or solo consulting practice
✅ Value simplicity and want light CRM functionality without the learning curve
However, you may want to consider alternatives if you:
❌ Need deeper automation, AI features, or advanced analytics
❌ Manage a growing sales team that’s scaling fast
❌ Use email platforms outside of Gmail
If you're looking for a modern, AI-native CRM that automates admin work and connects your outreach across multiple channels, it’s might be time to explore tools like Breakcold — a next-gen CRM built for selling in 2025 and beyond.
