Streak vs Close

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Streak vs Close Highlights

Streak vs Close Pros

Streak Pros

• Pros for Streak:
• Free basic plan with limited features for small teams or individuals
• Native integration with Gmail, simplifying email tracking and management
• Customizable pipelines to fit specific business needs
• Robust collaboration features, allowing team members to share information and work together on deals
• Simplified user interface, making it easy to use for beginners
• Mobile app available for iOS and Android, enabling users to access information on the go
• Pros for Close:
• Powerful automation features, streamlining repetitive tasks and improving productivity
• Advanced reporting and analytics, enabling deeper insights into sales performance
• Built-in calling and SMS functions for easy communication with prospects and clients
• AI-powered lead scoring to prioritize valuable leads
• Customizable deal stages and workflows, allowing teams to manage deals more efficiently
• Multiple integrations with popular third-party tools, including Zapier and HubSpot.

Close Pros

• Sure, here are some pros for Close compared to Streak:
• Close has more advanced sales automation features, such as automatic tasks, email sequences, and SMS campaigns, making it more powerful for sales teams.
• Close has built-in calling functionality, which allows reps to call prospects directly from the platform, log calls and recordings, and track call success rates.
• Close has a more customizable reporting dashboard, with the ability to create sales reports, lead reports, activity reports, and more.
• Close offers more robust integrations, including with popular tools like Zapier, Slack, and Intercom, allowing for better data flow between different tools and systems.
• Close offers more comprehensive team management features, with customizable activity reporting, goal setting, and team analytics, allowing for better team alignment and collaboration.
• Overall, Close offers more functionality and is a more powerful solution for sales teams, while Streak is better suited for smaller teams or solo salespeople who prioritize simplicity and Gmail integration over advanced sales features.

Streak vs Close Cons

Streak Cons

• Limited customization options for reports and workflows
• No built-in phone and email integration
• Limited third-party integrations
• No automated lead qualification or scoring
• Limited advanced sales forecasting features
• Limited customer support options
• Higher price point for equivalent features compared to Close

Close Cons

• Limited integration options with other tools compared to Streak.
• Higher pricing plans with fewer features included compared to Streak.
• Limited customization options for fields and pipelines compared to Streak.
• No built-in email tracking features compared to Streak.
• No mobile app available for Close compared to Streak.

Streak & Close Hyperise Integrations

Streak uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Streak makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• Using business Email passed from Streak, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• First name
• Last name
• Phone
• Business address
• Job title
• Custom text 1

Close uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Close makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from Close, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Using business Website passed from Close, Hyperise is able to enrich business logo and website screenshots.
• Phone
• Business name
• City
• Zip

Other Streak & Close CRM platform comparisons

Streak and Close Frequently Asked Questions

Question: What is Streak?

Answer: Streak is a CRM platform that is integrated into Gmail. It helps businesses manage their customer relationships, sales pipelines, and other important data without leaving their inbox.

Question: How does Streak work?

Answer: Streak is a browser extension that integrates directly into Gmail. Users can use it to create custom pipelines that represent their sales processes, track customer interactions, schedule follow-ups, and much more.

Question: Is Streak secure?

Answer: Yes, Streak is highly secure. It uses bank-grade security standards to encrypt all data, and it also offers two-factor authentication to keep user accounts secure.

Question: Can Streak be used by teams?

Answer: Yes, Streak can be used by individuals or teams. It has collaboration features that allow users to share pipelines, contacts, and other data with their colleagues. Users can also assign tasks to team members and track progress.

Question: Does Streak offer integrations with other software?

Answer: Yes, Streak offers integrations with many popular business tools, including Google Drive, Trello, Slack, and Zapier. It also has an open API that can be used to connect with other third-party apps.

Question: What is the pricing of Streak?

Answer: Streak has a free plan and several paid plans that offer more features and functionality. The paid plans range in price from $15 to $129 per user per month, depending on the plan chosen.

Question: What is Close CRM?

Answer: Close CRM is a cloud-based sales CRM designed for small and medium-sized businesses. It provides sales teams with a suite of tools for managing customer interactions, tracking leads, and closing deals.

Question: What are the key features of Close?

Answer: The key features of Close CRM include lead and contact management, email tracking and automation, call and SMS/texting, reporting and analytics, integrations with third-party tools, and customizable sales pipeline.

Question: Can I integrate Close with other tools I'm using?

Answer: Yes, Close CRM offers integrations with various third-party tools such as Zapier, Slack, Salesforce, and Mailchimp, among others.

Question: Is Close CRM easy to use?

Answer: Yes, Close CRM is known for its user-friendly interface and intuitive navigation. It offers a simple setup process and requires minimal training for users to get started.

Question: What is Close's pricing model?

Answer: Close CRM offers a monthly subscription-based pricing model, starting with a basic plan at $25 per user per month, up to an enterprise plan with custom pricing depending on the organization's needs.

Question: Is there a free trial available?

Answer: Yes, Close CRM offers a 14-day free trial for users to test out its features and functionalities before committing to a subscription.

Question: What does Close do?

Answer: Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. We’re dedicated to the business of tomorrow: smart, agile teams who work remotely. If you’re a tech-enabled team that needs to scale without overpaying for enterprise software, you’ve found your perfect tool! Close lets you email, call and text your prospects - all with no add ons needed in order make it happen. Packed full of productivity tools like task reminders and Power Dialers allowing individuals within an organisation or individual entrepreneurs getting things done faster than ever before...so why wait?

Question: How does Close collect leads?

Answer: Close is designed to collect all of your communication history with a Lead within one view. This includes the content from email, instant messages and even social media like Twitter or Facebook that you may have interacted with them on. By default, Close imports Companies as ‘Leads’. The individuals at that company are seen as ‘Contacts’, and if you’re in the process of selling something to that lead we track this through ‘Opportunities’.

Question: What are ‘Opportunities’?

Answer: In Close, Opportunities add value to a Lead and help your team identify and keep track of what deals are on the verge of closing. Any Opportunity that is added to a Lead becomes visible in the ‘Opportunity Pipeline View’ and ‘Opportunities Overview’ screens, giving your team a high-level view. You can create new opportunities directly from any lead page by clicking on the + button next to opportunity section at left side: this will open up an option for you to set various values such as name - which allows you assign it more relevant information like who should get notified when its status changes or whether they need approval before taking further action; Priority level (low/high); Status (active/inactive).

Question: Can I use Close for emails?

Answer: Close is a centralized communication hub for your business. Having all of the relevant information in one place helps you and other team members respond quickly to customer needs, making it easier than ever before. To email a Lead using Close, just find their contact info then click on ‘email’. You can also do this with multiple contacts at once if needed! Then craft an engaging message like any normal email client would allow you to- embed images or links as necessary by clicking attachments tab within messages window.

Question: How do email sequences work?

Answer: Ever send an email and then wait for someone to respond? Don’t worry, it’s not just you who has sent emails in a sequence. Let me explain what this means so that even if it seems like I’m talking about something vague, you’ll still have some idea of the context! When we say ‘email sequences’, we’re actually referring to those times when one person sends multiple requests without any response from another party on the other side. You might be wondering how these things work or why they exist at all - don’t fret because I’ve got your back with a quick explanation: An email sequence is set up by sending series of messages between two people over time (usually across days) until either person replies to anything that is synced with Close.

Question: Can I manage my meetings within Close?

Answer: Meeting Sync is the easiest way to run a meeting! With Meeting Sync, scheduled meetings with Contacts can automatically be pulled into Close. If you allow access from your Google account, Close can search for new and past meetings on your behalf--saving time before Sales Calls by giving reps information about their upcoming or just completed sales opportunity so they know what’s coming next.

Question: How does the calling feature work?

Answer: Close’s built-in calling can help your team simplify outreach and increase reach rates. Using the phone popover you can: See your outgoing Caller ID number and change it if you have multiple numbers associated with your account, Adjust recording preferences for all or just one of up to 10 simultaneous calls (available on Business plan), Manage headset/microphone settings using manual dialing from any location as well as features like call forwarding to other phones.