# Streak — CRM

Streak by Streak holds a panel rating of 2/5 from 6 AI judges (category median 2/5), as of 2026-10-21. Provenance: provenance unknown; sovereignty: not determined.

- Vendor: Streak (https://www.streak.com)
- Category: [CRM](https://whats-best.ai/software/crm.md)
- Provenance (editorial classification): provenance unknown
- Canonical page: https://whats-best.ai/software/crm/streak
- Alternatives: https://whats-best.ai/software/crm/streak/alternatives ([markdown](https://whats-best.ai/software/crm/streak/alternatives.md))
- Data as of: 2026-10-21 · evaluated 2026-10-21 · oldest source captured 2026-10-20

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Streak
- Headquarters: Not stated on the vendor’s pages as of 20 Oct 2026
- Data hosting: Not stated on the vendor’s pages as of 20 Oct 2026
- Free plan: Not stated on the vendor’s pages as of 20 Oct 2026

## The panel's verdict

Streak is a CRM from Rewardly, Inc. that runs inside Gmail as a browser extension, and the bench scored it highest where that shows: integrations at 5–7 and automation at 5–6. The native automation builder pairs ten triggers, including inbound webhooks and schedules, with sixteen actions and four AI steps whose outputs feed later steps. Contact management scored 4–5, with linked contacts and organizations, typed custom columns, and a self-serve importer from Google Sheets, CSV and Excel that updates existing boxes by name. The weak points are structural. Sovereignty scored 1–2: the captured pages give no public information on data residency, a data processing agreement, or a subprocessor list. Sales pipeline scored a flat 3 — seven built-in visualizations, with no public information on forecasting, quota tracking, or required fields per stage. In passing on pricing, a free plan and Pro at $49/user/month are public, while the Pro+ and Enterprise plans carrying automations and scheduled exports have no public prices. Persona-weighted verdicts ranged from 3.7 to 5.5.

**Speaks for it:**
- Pipelines live inside Gmail as a browser extension, with sent and received emails automatically logging to the relevant box.
- The native automation builder offers ten triggers and sixteen actions, including webhooks in both directions, with AI steps that chain and feed later steps.
- Self-serve import from Google Sheets, CSV and Excel updates existing boxes by name and auto-creates missing stages and dropdowns.
- The API is documented, routinely updated, and reachable by key, alongside native Slack, Zapier, Calendly, Typeform and phone-dialer connections.
- Contact and organization pages carry the whole team's email interaction timeline, with automatic and manual linking between them.

**Held against it:**
- Sovereignty scored 1–2, with no public information on data residency, a data processing agreement, or a subprocessor list.
- Sales pipeline scored a flat 3, with no public information on forecasting, quota tracking, win/loss capture, or required fields per stage.
- Automations and scheduled exports sit on the Pro+ and Enterprise plans only, and every AI run draws credits from a shared team pool with no published rate.
- Export destination is Google Sheets, we found no public information on exporting files or attachments, and moving data between accounts is a support request.
- Contact auto-enrichment from publicly-available data has no consent fields or lawful-basis handling evidenced.

**Best for:**
- You run a Gmail-heavy small team or sell solo and want pipeline visibility without leaving the inbox.
- You want multi-step automation triggered by mail events, webhooks, or schedules and are ready to buy a Pro+ or Enterprise plan.
- You are importing pipeline data from spreadsheets and want updates to existing records rather than duplicates.
- Your stack connects through the API, webhooks, or Zapier and you value a documented, routinely updated interface.

**Avoid if:**
- Your compliance review cannot close without published data residency, a data processing agreement, or a subprocessor list.
- Your revenue reviews need forecasting, quota attainment, or win/loss capture beyond built-in charts.
- You need open-format or full-fidelity export, or self-serve migration of data between accounts.
- Your team works outside Gmail and needs a CRM that meets them in another workspace.

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price.

| Criterion | The Solo Seller | The Data Protection Officer | The Sales Ops Lead | The RevOps Integrator | The Migrator | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Contact & data model | 2/5 | 2.5/5 | 2.5/5 | 2.5/5 | 2.5/5 | 2/5 |
| Pipeline & forecasting | 1.5/5 | 1.5/5 | 1.5/5 | 1.5/5 | 1.5/5 | 1.5/5 |
| Automation & workflows | 2.5/5 | 3/5 | 3/5 | 2.5/5 | 3/5 | 3/5 |
| Integrations & API | 2.5/5 | 3/5 | 3/5 | 3.5/5 | 3/5 | 3/5 |
| European sovereignty | 0.5/5 | 0.5/5 | 0.5/5 | 1/5 | 0.5/5 | 0.5/5 |
| Import, export & exit | 2/5 | 2.5/5 | 2.5/5 | 3/5 | 2.5/5 | 2.5/5 |
| Pricing transparency | n/r | n/r | n/r | n/r | n/r | n/r |
| **Weighted verdict** | **2/5** | **2/5** | **2.5/5** | **3/5** | **2.5/5** | **2/5** |

### The judges

- **The Solo Seller** (v1.2): Runs their pipeline between customer calls and pays with their own card. Optimizes for a CRM that is set up in an afternoon, priced honestly at 1-5 seats, and never asks them to configure an object model. Rejects seat minimums and features held hostage in enterprise tiers.
- **The Data Protection Officer** (v1.0): Knows a CRM is a database of other people's personal data before it is a sales tool. Optimizes for GDPR posture: EU hosting, DPA, subprocessor hygiene, consent fields, retention and deletion that actually delete. Rejects US-default hosting and enrichment features that scrape contacts from the open web.
- **The Sales Ops Lead** (v1.0): Owns the forecast a 40-seat team lives by. Optimizes for pipeline discipline: stage hygiene, required fields, routing, quota and forecast reporting the CFO will accept. Rejects freeform pipelines that cannot enforce a process and reporting that stops at a dashboard screenshot.
- **The RevOps Integrator** (v1.0): Treats the CRM as one system in a revenue stack. Optimizes for two-way email and calendar sync, a real API with webhooks, and native connections to the tools money already flows through. Rejects closed ecosystems and integrations that are one-way imports in disguise.
- **The Migrator** (v1.1): Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.
- **The Skeptic** (v1.2): Assumes the pricing page is the nicest thing the vendor will ever say. Hunts per-seat maths that explode at renewal, "unlimited" with footnotes, AI features priced by credits, dead changelogs and acquisition rumours. Exists to keep the rest of the bench honest.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: not determined.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Not determined | — | — |
| Ownership | Not determined | — | — |
| Data residency | Not determined | — | — |
| Subprocessors | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Google partner: Google Premier Partner [S4]
- Security policy: yes [S1]

**Integrations**
- Allo AI phone: yes [S10]
- API: Streak's API with API key access [S10]
- API docs: yes [S1]
- API docs: yes [S4]
- API documentation: yes · yes [S9]
- API key: yes [S10]
- Export data types: /boxes/ (pipeline column data) · contacts · organizations · pipeline newsfeed · call logs/meeting notes · tasks [S11]
- Export destination: new Google Sheet · existing Google Sheet [S11]
- Export google sheets: yes · Google Sheets [S11]
- Export scopes: Full pipeline · Selected boxes · Saved views [S11]
- Google voice dialer: yes [S10]
- Gsuite addon: yes [S10]
- Hangouts chat: yes [S10]
- Importer tool: spreadsheets · yes [S5]
- Linkedin: yes [S10]
- Outbound webhook: yes [S8]
- Pipeline export via zapier: yes [S10]
- Pipeline transfer: contact support · yes [S11]
- Scheduled export management: Integrations & Automation sidebar, Mine tab · pause · delete [S11]
- Scheduled export plans: Pro+ · Enterprise [S11]
- Scheduled exports: yes [S11]
- Slack: yes [S10]
- Streak API docs: yes [S6]
- Zapier: yes [S10]
- Zoho google workspace: Gmail · Calendar · Drive · Sheets · no [S6]

**Legal**
- Company: Rewardly, Inc. [S1]
- Company name: Rewardly, Inc. · 2011-2026 [S5]
- Copyright holder: Rewardly, Inc. [S4]

**Pricing**
- AI credit consumption: yes [S7]
- Automation plan availability: Pro+ · Enterprise · yes [S8]
- Credit pool shared: yes [S7]
- Free trial: yes [S5]
- Hubspot free tier: yes · yes [S6]
- Hubspot paid price: USD · 20 · 15 [S6]
- Monday price: annual · USD · 3 · 12 [S6]
- Pipedrive gmail sync: Growth · Gmail sync · USD · 39 [S6]
- Pipedrive lite price: Lite · annual · USD · 14 [S6]
- Preview free: yes [S7]
- Streak free plan: yes · yes · no [S6]
- Streak pro price: Pro · USD · shared pipelines · mail merge · AI features · 49 [S6]
- Zoho paid price: annual · USD · 14 [S6]

**Product**
- Action buttons: yes [S10]
- AI action steps count: 4 [S7]
- AI actions chaining: yes [S7]
- AI auto fill: yes [S1]
- AI autofill action: yes [S7]
- AI autofill skip filled: yes [S7]
- AI response action: yes · Add step → Utilities → AI Response [S7]
- AI response no box context: no [S7]
- Ask AI about box action: yes [S7]
- Ask AI answer output reusable: yes [S7]
- Automation access: Via pipeline menu > Integrations & Automation [S8]
- Automation actions: Create a box, Add contact to a box, Add comment to box, Add task to box, Add call log to box, Add meeting note to box, Add recipient to mail merge, Add box contacts to mail merge, Pause recipient in mail merge, Change box stage, Update box… [S8]
- Automation tool: yes [S8]
- Automation triggers: New box created, Box change stage, Box hasn't moved, Box updated, Mail merge recipient viewed, Mail merge recipient clicked, Mail merge recipient replied, Inbound webhook, Button pressed, Schedule [S8]
- Box summary action: yes [S7]
- Custom pipelines: yes · yes · yes [S5]
- Description: Manage sales and customer relationships directly inside Gmail. [S4]
- Free trial: yes [S1]
- Gmail integration: add emails to leads · add contacts to leads · Gmail [S5]
- Gmail sync: Gmail inbox and contacts [S5]
- Google premier partner: yes [S1]
- Google premier partner: yes [S5]
- Hubspot pipeline view: stage-based pipeline [S6]
- Import box name fallback: First Name + Last Name · yes [S12]
- Import contact org cards: contact cards · organization cards · pipelines [S12]
- Import create missing stages: yes [S12]
- Import data cleanup tools: Find and Replace · delete duplicate rows · fill empty cells · fix formatting [S12]
- Import email sharing default: contacts only · yes [S12]
- Import new column in importer: new pipeline columns can be added directly within the importer with a chosen column type (Dropdown, Tag, etc.) [S12]
- Import row to box: each file row becomes a box in a chosen pipeline [S12]
- Import sources: Google Sheets · CSV · Excel [S12]
- Import update create boxes: yes [S12]
- Integration collection size: 20 · Integrations [S10]
- Monday automations: yes · yes [S6]
- Monday pipelines: kanban · timeline · custom [S6]
- Native automations: yes [S10]
- Native calendly integration: yes [S10]
- Native gmail integration: yes [S10]
- Native google forms integration: yes [S10]
- Native integrations: Native integrations and automation [S10]
- Native typeform integration: yes [S10]
- Native webhooks: yes [S10]
- Pipeline templates: ready-to-use pipeline templates, setup in minutes [S5]
- Publish answer step: comment in box timeline · Slack message · notes column [S7]
- Rating: 4.5 · 6.6K+ [S1]
- Status page: operational [S1]
- Streak AI pipeline: yes · yes [S6]
- Streak auto email logging: yes [S6]
- Streak boxes terminology: boxes · yes [S6]
- Streak company: 2011-2026 · Rewardly, Inc. [S6]
- Streak email conversation history: yes [S6]
- Streak gmail extension: browser extension · yes [S6]
- Streak gmail native: yes [S6]
- Streak google partner: yes [S6]
- Streak install time: Safari · Chrome · 2 [S6]
- Streak pipeline views: 7 · No Visualization · Groupings · pie · bar · line · column · combo · Groupings [S6]
- Streak signup: yes [S6]
- Streak stage update: cell editing · dropdown [S6]
- Streak works with: Gmail-heavy small teams · solo operators [S6]
- Task automation template: Create tasks when a box changes stage [S8]
- Update date: 2017-06-01 [S4]
- Webhooks: yes [S8]
- Zoho views: list/table · kanban · canvas [S6]

**Support**
- Credit usage view: admins · billing settings page [S7]
- Docs: Knowledge Base [S4]
- Onboarding: yes · yes · yes · yes [S1]
- Status page: operational [S4]
- Streak resources: Live Classes · Streak University · Knowledge Base · API Docs [S6]
- Streak status: operational [S6]

## Questions

### Is Streak European?

Not determined: the vendor’s pages as captured do not say where Streak is based.

### Where does Streak store data?

Not stated on the vendor’s pages as of 20 Oct 2026.

### Does Streak have a free plan?

Not stated on the vendor’s pages as of 20 Oct 2026.

### What are the best alternatives to Streak?

As of 20 Oct 2026, the panel rates [Pipedrive (3/5)](https://whats-best.ai/software/crm/pipedrive), [Bitrix24 (3/5)](https://whats-best.ai/software/crm/bitrix24) and [HubSpot Sales Hub (3/5)](https://whats-best.ai/software/crm/hubspot) highest among the other 49 CRM products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [Pipedrive](https://whats-best.ai/software/crm/pipedrive) (EU origin, foreign-owned). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Streak alternatives](https://whats-best.ai/software/crm/streak/alternatives).

## What this page leaves out

- 9 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 5 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 support facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 legal fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 2 sovereignty dimensions could not be confirmed on the vendor’s own pages and are shown as unknown.

## Sources

- [S1] Vendor page: https://www.streak.com (checked 2026-10-20)
- [S2] Security / trust page — found from the homepage: https://www.streak.com/security (checked 2026-10-20)
- [S3] Contact & data model — found from sitemap: https://www.streak.com/university/contacts-and-organizations (checked 2026-10-20)
- [S4] Contact & data model — found from sitemap: https://www.streak.com/update/link-contacts-and-organizations (checked 2026-10-20)
- [S5] Pipeline & forecasting — found from sitemap: https://www.streak.com/post/how-to-build-a-sales-pipeline (checked 2026-10-20)
- [S6] Pipeline & forecasting — found from sitemap: https://www.streak.com/post/visual-pipeline-crm (checked 2026-10-20)
- [S7] Automation & workflows — found from sitemap: http://support.streak.com/en/articles/13854555-ai-action-steps-in-automations (checked 2026-10-20)
- [S8] Automation & workflows — found from sitemap: http://support.streak.com/en/articles/6843173-native-streak-streak-automations (checked 2026-10-20)
- [S9] Integrations & API — found from sitemap: http://support.streak.com/en/articles/2466642-streak-s-api (checked 2026-10-20)
- [S10] Integrations & API — found from sitemap: http://support.streak.com/en/collections/1398578-integrations (checked 2026-10-20)
- [S11] Import, export & exit — found from sitemap: http://support.streak.com/en/articles/2514616-export-a-pipeline (checked 2026-10-20)
- [S12] Import, export & exit — found from sitemap: http://support.streak.com/en/articles/8011247-import-data-into-streak (checked 2026-10-20)

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Cite as: whats-best.ai, "Streak — CRM", AI panel analysis, as of 2026-10-21. https://whats-best.ai/software/crm/streak

Corrections: https://whats-best.ai/correct/878?target=page