| Functionality | 8 <p>Close offers most of the functionality that SMB sales team will need. Besides allowing you to manage contacts, leads and your sales pipeline, Close also allows you to create automated sales sequences (email, calls, SMS), and best-in-class call functionality.</p><p>However, it lacks some advanced features such as automated lead scoring, and being able to directly add contacts from LinkedIn.</p> | 6 <p>For a CRM that operates within your Gmail inbox, Streak offers a surprisingly robust set of features. In addition to managing contacts and pipelines, it provides email sequences, data enrichment, an AI co-pilot, and custom reporting.</p><p>However, it lacks some advanced features, such as tracking web visitors, capturing contacts via webform and ability to create custom objects.</p> |
| Ease of Use | 7 <p>Close is designed for power users, so you need to know what you're doing. Setting up filters to target the right leads can feel overwhelming due to the extensive options, and there are no templates for automation workflows. Once familiar, Close becomes user-friendly with standout features like smart views, which keep targeted lists accessible via one-click. You can easily create workflows, edit deal cards without extra clicks, and get AI summaries of all contact activity, which will all save a lot of time for sales reps.</p> | 7 <p>As a CRM that sits on top of your Gmail inbox, Streak is easy to set up and use.</p><p>Key workflows are also intuitive. In particular, you can easily add contacts to your pipeline from your email threads via a sidebar and easily enrol contacts into an email sequence.</p><p>Some of the more advanced features like automation however, has a bit of learning curve to them.</p> |
| Look and feel | 6 <p>We find Close visually acceptable, though the lack of colour-coding and labelling of icons can make it a bit plain at times. Page loads are acceptable (~2 seconds per page).</p> | 5 <p>We find Streak visually acceptable, though its layout is a bit cluttered at times. Our main gripe however, is that Streak loads slowly e.g. when you login, it takes at least 5-6 seconds before Streak loads.</p> |
| Customisability | 8 <p>Close offers significant customization for fields, workflows, and pipeline stages. You can create custom data objects to track items beyond people and companies, such as partnerships. It also supports extremely granular custom filters to target contacts and leads. However, Close is squarely a CRM for sales teams, and we don't think you can adapt Close to other use cases.</p> | 7 <p>Streak allow you to customize most things, from fields, pipeline stages, reports, saved reports and workflows.</p><p>However, it lacks the ability to add custom objects, which allows you to track items besides contacts and companies, which may limit Streak's useful to build more complex workflows.</p> |
| Ease of Setup | 6 <p>Close offers a free trial without need to speak to sales. Completing basic setup is simple, taking around 10 minutes to import contacts and set up pipelines. However, fully setting up the platform and upskilling your reps can take up to a week, given Close's powerful and rich outbound functionality.</p> | 9 <p>Streak offers a self-serve free trial. It takes almost no time to get started with Streak, which is simply a Chrome Extension that sits on your inbox. Fully customising the platform with workflow automation and reports is still straightforward, and can be done within 1 business day.</p> |
| Customer Support | 7 <p>You can only contact Close's support team via email, however the team is often helpful and replies within 15 minutes. Close also offers a lot of helpful onboarding guidance and high quality self-help resources.</p> | 7 <p>Streak offers live chat with human agents who are helpful and quick to respond. However, note that they are online only during US business hours.</p> |
| Integratability | 5 <p>Close's library of pre-built integrations lacks a few key integrations. For example, Close has no pre-built integrations with Zendesk and Intercom for Customer Support, or Mailchimp for Email Marketing.</p> | 3 <p>Streak only offers a few pre-built integrations: Google Voice, Calendly, Typeform, Google Sheets, and Slack.</p><p>However, it does have an API & Zapier integration.</p> |
| Ease of Migration | 8 <p>Close allows users to export key data via self-serve. Export of most other data is also available via API or on request.</p> | 8 <p>Streak allows users to export key data data via self-serve. Export of most other data are also available via API or on request.</p> |
