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 5 ratings CRM
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About Streak

Innovative CRM in your email inbox.

Simple Collaboration. Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done. Streak's goal is to make it simple to manage your everyday processes so you can close more deals, resolve more support tickets, and get things done.

Manage your deals, support queue (and more) inside Gmail. Replace multiple external systems with Streak. Access your information in Streak from any computer - and keep working while on the go using our mobile App.

About Forecast

Forecast provides growing teams with better project planning and resource workload visibility across multiple projects. Powered by cutting-edge automation and plenty of pre-built integrations, Forecast improves your teams efficiency and project delivery.

Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software.

  • More predictable and accurate project proposals 
  • Better planning and analysis with Insights & Reporting
  • Stronger Business decisions supported by AI 
  • Flexible resource management with Project and Task Allocations
  • Efficient Task and Time Management
  • Actionable Insights into Project Profitability with cost, revenue and profit updated in real time

About CRM Creatio

CRM Creatio is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love Creatio’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Creatio (formerly bpm'online) has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Marketing Creatio: multichannel marketing software to deliver demand generation excellence.

  • Sales Creatio: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Service Creatio: innovative customer service tools to deliver exceptional customer experience.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Gantt Charts
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Resource Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Flexible structure allows you to change your workflow on the go - no coding. Change your process as your business evolves.

  • Access your information on Streak from any computer. Keep working while on the go using Streak's mobile App.

  • CRM flavors from sales, product development and deal flow to hiring, support and fundraising.

Summary

  • Project Portfolio Management with machine-learning capabilities

  • Real-time automatically generated reports on both project-, and business level

  • Predictable, and profitable agile / scrum and waterfall projects

  • Easy to use

  • Live chat support

  • Cloud-based

  • Real-time reports & insights

  • Task Management

  • Scheduling & employee utilization

  • Budget

Summary

    No key features associated with this application.

Pricing

Premium (Annual)

$39.00
per seat/month (annual plan)
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • Premium integration
  • Integrations
  • Single Sign-on
  • Open developer API
  • Phone support
  • Chat & email support
  • State-of-the-art security & redundancy
  • Dedicated Success Manager
  • Uptime SLA
  • Audit logging
  • Data encryption at rest

Premium (Monthly)

$49.00
per seat/month (monthly plan)
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • Integrations
  • Premium integration
  • Open developer API
  • Single Sign-on
  • Chat & email support
  • Phone support
  • Dedicated Success Manager
  • State-of-the-art security & redundancy
  • Audit logging
  • Uptime SLA
  • Data encryption at rest

Standard (Annual)

$24.00
per seat/month (annual plan)
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task assignment & duration
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • CSV data export
  • Integrations
  • Open developer API
  • Chat & email support
  • State-of-the-art security & redundancy
  • Audit logging

Standard (Monthly)

$30.00
per seat/month (monthly plan)
Included in plan:
  • Automatic scheduling
  • Scheduling ( task & project level )
  • Suggested roles & assignees
  • Resource Utilization (work & billable)
  • Capacity Management
  • Milestones
  • Timeline (Gantt charts)
  • Sprint planning (Scrum)
  • Workflow (Kanban boards)
  • Task assignment & duration
  • Task ownership
  • Project Overview
  • Cross-project tracking (Portfolio Management)
  • Project templates
  • Unlimited projects
  • Tasks, subtasks & to dos (comments, mentions, tagging, approvals & more)
  • Role-based permission levels
  • External users (Clients, consultants & more)
  • Project workspaces
  • File sharing & storage (free & unlimited)
  • Notifications
  • Mobile app (iPhone & Android)
  • Suggested tasks
  • Suggested time entries
  • Automatic Timer
  • Day, week & month timesheet
  • Project accounting
  • Budget tracking
  • Retainer, Time & Material, fixed price
  • Rate cards (cost & bill rates)
  • Expense Management
  • Invoicing (integration supported)
  • Real-time reporting (standard & custom)
  • Resource utilization tracking
  • Customizable & shareable insights
  • Data visualizations
  • CSV data export
  • Integrations
  • Open developer API
  • Chat & email support
  • State-of-the-art security & redundancy
  • Audit logging

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • The whole company is welcome in Forecast. Invite your team members and see the value of having everything connected in one platform.

  • Who are the main user groups of this service?
  • The biggest segment consists of Project--based companies that needs a resource an project management platform to optimize their utilization, profitability and drive business performance. The companies often work with agile and waterfall projects. Though, we do also see other types of businesses joining in, incl. organizations and universities.

  • What are some applications this service is commonly used in tandem with?
  • Forecast can be used alone or together with the existing tools you already use. Have your developers work in Jira, and run the project in Forecast. Or run your projects and integrate Quickbooks for a better understanding of the profitability of your projects. Forecast is easy to integrate, just let us know if you are missing an integration, we might have it in the pipeline.

  • Does this service offer guides, tutorials and or customer support?
  • There is a full-featured support guide available on the website, and a live chat support ready to help with any questions you might have.

  • Does this service offer an API?
  • Yes.

  • What is this service generally used for?
  • Planning, estimating, and running agile / scrum and waterfall projects. Full-featured with work-breakdown, backlog, storyboard, taskboard and real-time reports. Scheduling, employee utilization, etc. is also nicely integrated and included in the software.

  • What platforms does this service support?
  • Web-app, running directly in your browser.

  • Does this service integrate with any other apps?
  • Yes, you can read more about all our Apps & Integrations on our website. If you are missing your favorite tool, then don't hesitate to reach out. It might already be in the pipeline.

FAQs

    Does this service offer an API?
  • Creatio (formerly bpm'online) provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What is this service generally used for?
  • CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    Sales Creatio - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *Service Creatio *- innovative customer service tools to deliver an exceptional customer experience.

    *Marketing Creatio *- multichannel marketing software to deliver demand generation excellence.

  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

Vendor Information

Founded:
-
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Copenhagen K
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
2.96k

Other

Who uses Streak
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Forecast
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Danish, Spanish, French
Regional Restrictions:
No restrictions.

Other

Who uses CRM Creatio
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.
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