Streak

Streak answers the oldest problem in this category, which is that people do not use the CRM. Its solution is to put the CRM where the work already happens: pipelines render as rows inside Gmail, attached to the threads that generated them, and there is no separate application to open or forget about.

For a business whose sales process is genuinely conducted over email, that is a real advantage rather than a gimmick, and it makes setup almost nonexistent — installing an extension is the whole of it. Adoption stops depending on habit change, the correspondence and the deal record cannot drift apart, and the vendor keeps a set of email power tools free with no time limit underneath the paid tiers, so the extension has a reason to stay installed.

The cost is a hard dependency and a steep price. This works if you are on Gmail and does not exist if you are on Outlook, which rules it out for a large share of the businesses reading this. And at US$49 a user a month for Pro, rising to US$69 and US$129, the seat price is high for something that is structurally a browser extension with a strong idea behind it. Scale headroom is correspondingly modest.