Streak CRM vs Zendesk Sell

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Our analysts compared Streak CRM vs Zendesk Sell based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Zendesk Sell Software Tool

Product Basics

Streak CRM is built into Gmail, allowing users to manage common sales tasks directly from their inbox. It facilitates pipeline management so users can track leads, follow up, collaborate and close deals. Three different pricing tiers make it useful for both individuals who need basic functions and companies that require more advanced capabilities.

In addition to managing a pipeline, users can also leverage it to manage projects, foster business relationships, run fundraisers, provide customer support and execute other projects that require tracking details.
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Zendesk Sell (formerly Base, acquired by Zendesk in 2018) is a web and mobile-based application that helps businesses manage their sales, marketing and customer service operations seamlessly.

With a sales automation module, pipeline visibility, communication management and insightful reporting, it is usable by both B2B and B2C businesses to cut down on manual overhead expenses and improve operational efficiency and accuracy.
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$19/Agent, Monthly
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Product Assistance

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Product Insights

  • Eliminates Screen Switching: Because Streak is built into Gmail, you can perform tasks and view information in the same place. This ease of access removes the need to continually toggle back and forth between your CRM and other applications, which can save time and help you be more productive. 
  • Offers User-Friendly Experience: Streak relies on integrations with popular tools that make it easy to use. Configuring settings, adding and editing elements, and other actions are intuitive and easy to accomplish. For example, you can add existing data by uploading a CSV or using the Google Sheets integration. 
  • Makes Work More Convenient: The app is integrated with the entire G Suite (Sheets, Drive, Chat, etc.) so you can use the apps you’re already familiar with. You can leverage its connection with Zapier to expand your options to over 1,000 additional apps. You can also use the open API to integrate with other internal systems or build your own integrations. 
  • Enables Seamless Collaboration: The solution lets teams share key information like tasks, notes, call logs and emails, so everyone’s on the same page and acting in the most up-to-date context. 
  • Helps You Stay on Top of Tasks: The Streak Upcoming feature provides a visual list of tasks, centralized into a single view. The tasks are arranged according to when they’re due, but you can filter them based on the pipeline they’re in or the person they’re assigned to. Streak Upcoming renders as a sidebar alongside your inbox, pipeline or box, so all tasks are easily accessible. 
  • Provides On-the-Go Access: Streak has a native mobile app available for Android and iOS devices. Users can access tasks, view pipelines, automatically log calls and add pipeline contacts to their phones. 
  • Scales as You Grow: The platform’s Pro features offer the functionality needed to support your company’s growth. They include custom permissions, multi-team capability, data validation and reporting tools. 
  • Includes Robust Security: Data is stored on the Google Cloud Platform, providing the same level of security and infrastructure as other Google products. Each new version of the app itself undergoes a rigorous review process from the Google Chrome team to ensure developer compliance. 
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  • Complete Organizational Visibility:  Zendesk Sell offers complete visibility into sales, marketing and customer support departments, giving users real-time updates on priority tasks, performance and progress. 
  • Better Productivity:  With sales and communication automation and a central system to keep track of sales, marketing and customer support activities, users can improve their efficiency and productivity. 
  • Improved Customer Relationships:  Centralized contacts and interaction histories and live chat support functionality helps users reduce their response time to customers and provide better customer services. 
  • Mobile Access:  Zendesk Sell can be operated through iOS and Android devices, making it possible for users to manage work updates on the move. 
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  • Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two. 
  • Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more. 
  • Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking. 
  • Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up. 
  • Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending. 
  • Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view. 
  • Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members. 
  • Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage. 
  • Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members. 
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  • Database Management:  Zendesk Sell saves contacts and lead data in a simplified visual manner. Users can also import and export data sets, use advanced search and filtering options and segment data on custom parameters for better targeting.  
  • Opportunity Management:  Users can manage opportunities with layered segmentation based on filters like demographic, deal size, rate of engagement and more. Leads are also scored to predict their probability of conversion, helping users focus their efforts on closing deals faster. 
  • Pipeline Management:  The platform offers a visual representation of the sales pipeline, with details like the number of leads across each stage in the buyer journey, the deal size, estimated revenue, current revenue, number of deals won and more. 
  • Quota Management:  Managers can view lead quotas assigned to each team member and their progress toward goal. They can also assign leads to the team members on a round-robin basis or on rule-based engines to match each lead’s best fit. 
  • Activity Tracking:  Zendesk Sell offers activity tracking and calendar integration so that important tasks like calls, meetings, appointments and scheduled communications are copied to the calendar with timely reminders. Managers can also set up tasks and goals for team members, track their progress against deadlines and follow up on subsequent actions when required. 
  • Performance Management:  Managers can track all team members’ performance against goals, deadlines and assigned leads. 
  • Collaboration Management:  Zendesk Sell helps teammates and team leaders collaborate on projects through tagging and sharing contacts, templates, documents and notes. 
  • Document Management:  Users can store, organize and share documents in various formats such as texts, presentations, images and audio with other team members. 
  • Workflow Management:  Users can standardize their sales process and automate parts of it through rule-based engines that initiate event-triggered actions. This helps the salesperson focus on closing the deal rather than managing data and scheduling communication manually. 
  • Call Management:  Users can call leads and prospects using an automatic dialer. The software also enables call scripting and records calls for further analysis and iterations. 
  • Chat and Training Support:  Zendesk Sell offers a chat portal to help users resolve customer queries. Users can also create a knowledge bank for their customers with frequently asked questions, video tutorials, presentations and supporting documents. 
  • Email Marketing:  Users can sync their existing email accounts with Zendesk Sell to send targeted and personalized emails to their clients. With pre-built templates to cater to contacts across the buyer journey and retention cycle, email tracking for open-rate, click-rate and response-rate and detailed reports for mass mailing campaigns, Zendesk Sell offers full email marketing support to its users. 
  • Custom Forms:  Zendesk Sell offers customizable web forms that can be integrated into the website, landing pages and social media campaigns for customer surveys and lead generation. 
  • FEATURE: Sales Forecasting: The platform provides detailed insights on current and past sales trends and key metrics and uses predictive analysis to forecast current versus expected revenue. 
  • Reporting and Statistics:  Zendesk Sell offers various reports on funnel movement, employee activity and performance management, sales performance and marketing effectiveness. These reports can be further customized to parameters like date ranges, sales rep, source and more. 
  • Dashboard:  Zendesk Sell has a visual dashboard depicting all key metrics with accessible drag-and-drop features. Users can customize the way their dashboard looks and prioritize to-do lists, sales pipeline, performance charts and more as per their requirements. 
  • User Management:  Admins and managers can prepare an organizational chart, share it and grant role-based access to users. 
  • Offline Access:  Zendesk Sell offers limited offline access so that users can view all details, update progress against their task lists and attach notes and documents. Changes are synced to the platform once the network is connected again. 
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Product Ranking

#7

among all
CRM Software

#47

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Streak CRM
Zendesk Sell
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 82 83 100 77 75 91 78 0 63 67 47 45 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 1045 reviews
Great User Sentiment 723 reviews
90%
of users recommend this product

Streak CRM has a 'excellent' User Satisfaction Rating of 90% when considering 1045 user reviews from 5 recognized software review sites.

87%
of users recommend this product

Zendesk Sell has a 'great' User Satisfaction Rating of 87% when considering 723 user reviews from 5 recognized software review sites.

4.5 (14)
4.8 (26)
4.5 (152)
4.3 (406)
4.48 (433)
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4.5 (410)
4.3 (129)
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4.6 (136)
4.1 (36)
3.4 (26)

Awards

Streak CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
Reminders: Every user who refers to this feature liked the ability to frequently follow up
Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
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Easy to Use: Users appreciate the intuitive interface and straightforward navigation, making it simple to learn and use effectively without extensive training.
Customization: The platform offers a high degree of customization, allowing businesses to tailor the system to their specific workflows and sales processes.
Integrations: Zendesk Sell integrates seamlessly with various third-party applications, such as email marketing tools and customer support platforms, enhancing overall efficiency.
Mobile App: The mobile app enables sales teams to access crucial information and manage deals while on the go, promoting productivity and responsiveness.
Reporting and Analytics: Robust reporting and analytics tools provide valuable insights into sales performance, helping businesses track progress, identify trends, and make data-driven decisions.
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Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.
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Limited Customization: Users have expressed frustration with the inability to tailor Zendesk Sell to their specific workflows, especially when it comes to building custom objects and modifying existing fields. The platform's rigidity can hinder efficiency for businesses with unique processes.
Reporting Challenges: Generating customized reports and extracting meaningful insights from data can be cumbersome. Users often find the reporting tools to be inflexible and lacking the depth needed for comprehensive analysis.
Mobile App Limitations: The mobile app's functionality falls short of the web version, with limited features and occasional performance issues. This can be a significant drawback for teams that rely on mobile access to customer data.
Learning Curve: Zendesk Sell's interface, while generally considered user-friendly, can present a learning curve for new users due to its extensive features and functionalities. This initial complexity may require additional time investment for onboarding and training.
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Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

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Zendesk Sell, a customer relationship management (CRM) software, has elicited a range of user feedback over the past year. While some users appreciate its user-friendly interface and seamless integration with other Zendesk products, others express concerns about its limitations and cost. The software's strengths lie in its intuitive design, making it accessible even for those new to CRM systems. Its integration with Zendesk Support and Zendesk Chat streamlines workflows and enhances team collaboration. However, some users find the features offered by Zendesk Sell to be less comprehensive compared to other CRM solutions, particularly in areas such as marketing automation and advanced reporting. Additionally, the pricing structure may pose a challenge for smaller businesses or those with limited budgets. Zendesk Sell appears well-suited for businesses already invested in the Zendesk ecosystem, as it complements existing workflows and leverages familiar interfaces. Its ease of use makes it a viable option for small to medium-sized businesses seeking a basic CRM solution. However, larger enterprises or those requiring advanced functionality may need to explore alternative options that offer a broader feature set. Ultimately, the decision of whether Zendesk Sell is the right fit hinges on a business's specific needs, budget, and existing software infrastructure.

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