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MarTech Audit

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MarTech Audit — Free marketing technology stack comparison tool. Built in Phoenix, AZ. Data verified March 2026.

Sponsored by Helios AI Services — Custom AI tools for small businesses.

Tools/CRM/Streak

Streak

Solo founders, freelancers, and tiny teams who live in Gmail and want CRM without leaving their inbox

Freemiumusers CRM
Visit Website

Reviews

4.6 / 5980 reviews

G2 Satisfaction Scores

Ease of Use
9.0
Ease of Setup
9.2
Quality of Support
8.7
Meets Requirements
8.5
Ease of Admin
8.8

Rating Distribution

5 star
72%
4 star
20%
3 star
5%
2 star
2%
1 star
1%

+ Lives entirely inside Gmail so there is zero context switching

+ Email tracking, mail merge, and snippets built right in

- Only works with Gmail/Google Workspace; no Outlook support

“I tried four CRMs before Streak and never kept up with them. Streak lives in Gmail so I actually use it every day without thinking about it.”

Pros

  • + Lives entirely inside Gmail so there is zero context switching
  • + Email tracking, mail merge, and snippets built right in
  • + Free plan is genuinely usable for solo founders and freelancers

Cons

  • - Only works with Gmail/Google Workspace; no Outlook support
  • - Limited reporting and analytics compared to standalone CRMs
  • - Pipeline views inside Gmail can feel cramped with large deal volumes

Pricing

PlanMonthlyAnnualLimits
FreeFreeFree500 contacts; basic CRM in Gmail
Solo/seat$15$155,000 contacts; mail merge
Pro/seat$59$49Unlimited contacts; shared pipelines
Pro+/seat$89$69Advanced automations; custom roles
Enterprise/seat$159$129Priority support; data validation
14-day free trial

Free plan for individuals; Solo $15/mo/user, Pro $49/mo/user, Pro+ $69/mo/user, Enterprise $129/mo/user

Features & Capabilities

Only CRM that lives entirely inside Gmail — zero context switchingAutomatic email and activity logging from Gmail threadsFree plan is genuinely usable for solo founders and freelancers
FeatureAvailable OnLimits
Pipeline Management (in Gmail)free500 contacts on Free; 5,000 on Solo; unlimited on Pro+
Email TrackingfreeUnlimited
Mail Mergesolo400 emails/day on Solo; 800 on Pro; 1,500 on Pro+
Email Snippets (Templates)freeUnlimited
Shared PipelinesproUnlimited
Magic Columns (AI Enrichment)proUnlimited
Custom Roles & Permissionspro+Unlimited
Thread SharingsoloUnlimited
Meeting SchedulingsoloUnlimited

Limitations

  • ! Only works with Gmail/Google Workspace — no Outlook or other email support
  • ! No built-in phone, live chat, or marketing automation
  • ! Pipeline views can feel cramped with large deal volumes inside Gmail

Market Intelligence

Who Uses This

Small Business
87%
Mid-Market
11%
Enterprise
2%

Source: G2 reviewer demographics

Top Industries

Marketing and AdvertisingInformation Technology and ServicesComputer SoftwareReal EstateFinancial Services

Is This Right for You?

Team Size
1–15 people
Sweet spot: 1-5
Complexity
simple
Best Industries
agenciesreal estateprofessional services
b2b saleslead generationaccount management

Pairs Well With

google-analytics— Use UTM tracking to see which website visits convert to Gmail-tracked deals
mailchimp— Export Streak contacts to Mailchimp for newsletter campaigns

Not ideal for: Teams not using Gmail/Google Workspace, or those needing multi-channel communication tracking

Setup & Onboarding

Setup time: minutes
Learning curve: minimal
Resources: goodMobile app

Company Health

Founded: 2011
HQ: San Francisco, California
Size: 35 employees
Funding: acquired
stableHiring: stableSentiment: neutral
  • Acquired by Good Turn in April 2024
  • Maintains position as leading Gmail-embedded CRM
  • 6,000+ customers including Uber, Atlassian, Logitech

Product Direction

AI: moderateRisk: mediumAPI availableEcosystem: weakSMB friendly

AI Features

  • Automated email logging
  • AI-powered deal timeline
  • Natural language Q&A for CRM data
  • Magic columns for AI-generated data enrichment

Recent Launches

  • Magic columns for AI-generated insights
  • Natural language CRM queries
  • Enhanced email tracking and mail merge

Trust & Security

Compliance

ccpagdprsoc2hipaaiso27001

Security Features

ssoNo
audit logNo
two factorAll plans
ip allowlistNo
role based accesspro+
encryption at restAll plans

Data Portability

Export formatsCSV
Bulk API exportYes
Lock-in riskmedium

Support

Channels

emailfree
phoneNo
live chatNo
knowledge baseYes
community forumNo
Hoursbusiness hours
Response time< 48 hours
Dedicated CSMNo
Docs qualitybasic

Market Position

nicheCRM built directly inside Gmail, ideal for solo users and small teams living in their inbox

Top Alternatives

hubspot-crm— Full standalone CRM with free tier and marketing tools beyond email
copper— Google Workspace-native CRM with richer pipeline and reporting

Switching Awayeasy

Pipeline and contact data exports via CSV; Gmail thread linking and snippets do not transfer

Transfers
contactsdealspipeline stagesnotes
Doesn't Transfer
Gmail thread linksemail snippetsmail merge templatesautomations

Time to Value

hoursLives inside Gmail so there is virtually zero onboarding — users can create pipelines and track deals immediately

Integrations

gmailgoogle-workspacegoogle-sheetsgoogle-driveslackgoogle-analyticsmailchimptypeformzapier

+ Zapier compatible (connects to 5,000+ apps)

Alternatives in CRM

Close

Paid
4.72,165 reviews

Inside sales teams doing high-volume outbound calls and emails who want calling, SMS, and email built directly into their CRM

Copper

Paid
4.51,750 reviews

Google Workspace-centric agencies and consultancies that want automatic contact and email logging

Freshsales

Freemium
4.51,841 reviews

Startups wanting AI-powered lead scoring and built-in communication tools at a low price

HubSpot CRM

Freemium
4.517,700 reviews

Small businesses wanting an all-in-one CRM they can start for free and scale into

Insightly

Freemium
4.11,589 reviews

Professional services firms and agencies that need CRM with built-in project management to track work after the deal closes

Monday CRM

Paid
4.71,474 reviews

Teams already using Monday.com for project management who want CRM in the same workspace

Pipedrive

Paid
4.45,710 reviews

Sales-focused small teams that want a clean, pipeline-centric CRM without clutter

Salesforce Starter

Paid
4.540,500 reviews

Ambitious startups that plan to scale significantly and want to start on the platform they will grow into

Zoho CRM

Freemium
4.29,684 reviews

Budget-conscious small businesses that need enterprise-grade customization without enterprise pricing