Streak’s customer relationship management (CRM) platform is a lightweight CRM built for speed and efficiency. Their platform is built directly on top of Gmail so teams that already use the Google Workspace can consolidate their deal management alongside their email and tasks. These features make Streak easy to deploy and familiar, making it a great solution for a variety of teams ranging from small businesses to mid-sized SaaS companies selling their products or services.
A new type of intelligent CRM platform purpose-built for less transactional, more relationship-driven dealmaking is opening up new ways for professional and financial services teams to manage their complex deals. Deals in venture capital, private equity, investment banking, and consulting stem from well-maintained relationships. This is why relationship intelligence platforms are designed to support relationship management—not just contact management or lead management.
Here you can see how Affinity and Streak compare, so you can choose the best CRM solution for your needs.
Streak’s CRM software is a sleek, fast-moving sales pipeline and email tracking tool that works well for smaller teams. These features being built on top of Gmail also means that teams can get started using it quickly and work in a familiar environment: their inbox.
Streak saves teams time by cutting down on the amount of applications they’re managing and works to consolidate those workflows. Unfortunately, a lack of integrations and the limitation of being tied to Gmail also limits its scope. Teams that require their entire tech stack to find, support, and close deals will still need to switch across several tools, and those that use Microsoft Outlook or other email providers will have to shift their entire inbox to Gmail.
The diversity of Streak’s userbase—from sales to phone support to project management, hiring, and real estate—is a testament to its effectiveness as a management tool. This lack of focus, however, leaves specialists with a generic toolset.
See more reviews for Streak vs. Affinity.
Like Streak, Affinity CRM is designed to be lightweight and accessible. Unlike Streak, Affinity CRM can serve as the foundation for your entire team’s tech stack with limitless custom integrations available through the platform’s API and is purpose-built for dealmakers in financial and professional services.
Affinity’s relationship intelligence—insights into your team’s network, business connections, and client interactions that help find, manage, and close deals—helps firms differentiate themselves from the competition by putting the relationship management back into CRM.
Relationship-driven deal teams that choose Affinity can focus their time on building relationships that become their most lucrative deals because their “data exhaust”—details automatically captured from email communications, meetings, and contact information such as names, roles, industry, and source of introduction—maintains their contact data for them.
Multi-person, industry-spanning CRM platforms function more like simple pipeline management tools or databases rather than relationship-focused platforms. Storing deal data and customizing deal workflows is an important function of a CRM, but without information about the people in a business network, it is exponentially more difficult to close deals with those people.
This is why the insights provided by platforms like Affinity are no longer add-ons, they’re table stakes for tech-forward teams that want to get—and stay—ahead of the competition. Here are some of the CRM features teams are using Affinity’s relationship intelligence to build a better business and close more deals:
Affinity’s free trial demo allows teams to import their data and test the platform within just a few days before buying. This also means that if you decided to purchase the platform, all of your data will already be available, and your team can begin working right away.
Affinity Premium tier—the most common solution—gives teams access to Affinity Analytics reporting dashboards powered by business intelligence platform, Looker, and flexible pricing options provide teams with the option to choose the features they need.
Additional best practices insights, FAQs, tutorials, and support are available via Enhanced Support and Enhanced Support Plus customer support packages.
Small, agile sales teams can depend on Streak to slot into their existing workflows and consolidate their deal management where they already work: their Gmail inbox. Teams that exist outside of Google Workspaces may struggle to make the transition easily, but the features available serve sales and project teams well.
However, software built for sales teams can be difficult to fit into dealmaking workflows which is why relationship intelligence platforms like Affinity are purpose-built for dealmakers. If your team is ready to automate manual contact and deal data entry and take back time to focus on the relationships that drive your business, try Affinity. Talk to the Affinity sales team today to learn more.
Why our customers love Affinity
“We use Affinity to stay on the same page and hold each other accountable. It’s been a game-changer for collaboration.”