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Streak: My Favorite CRM for Real Estate Sales Pipeline Management

By
Real Estate Broker/Owner with Broadpoint Properties Cal BRE #01324959

crm for real estateIn an article that I wrote after my California Association of Realtors® presentation last fall, I listed my 10 favorite productivity apps for real estate agents. While technology changes at the drop of a dime, the list is still pretty accurate (except for Sunrise Calendar, which has been swallowed up by Outlook and will not be available much longer—much to my chagrin).

Nevertheless, the app or product that I want to discuss today is one from this list: Streak. Streak is one of the best things since sliced bread. It’s a Customer Relationship Manager (CRM) that helps you keep an eye on your sales pipeline. It’s always great to know how many listings are in each stage of your sales pipeline, and Streak can help you do that and easily move leads from one stage to the next. And, the best part… it’s free.

In the video below (or click here if you cannot see the embedded video below), I walk through how one busy agent (my hubby) uses Streak to keep control of the leads he has already received.

Everyone is looking for something different in a CRM, and there are a few things that Streak is not. It is not contract-to-close software. It does not have drip campaigns in it. It does not help you to generate new leads (in the way that Contactually does). And, it does not coach you or remind you that you need to contact people again (in the way the Follow Up Boss or Contactually might). What it does do is provide you with a place to keep all of your data, and quickly evaluate where you are at, while at the same time helping you to not lose a single lead. It also works hand in hand with Gmail so that you do not have to manually enter in much information or toggle between the CRM and your email.

Real Estate Agents – Learn to Use Streak

Check out the Streak tutorial below. Note that Streak is free for up to 50 leads per pipeline. Then, they have tiered pricing based on the user’s individual needs.

Comments(6)

Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

This is what makes you so good at what you do Melissa Zavala!!

Jun 12, 2016 02:00 AM
Esther Preston
Heartland Realty - Redmond, OR

Wow, great post!  Bookmarking this to refer back too. Thank you

Jun 12, 2016 02:09 AM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Melissa Zavala - Thank you so much for sharing Streak. Perfect CRM for agents who are looking for an organizational tool.

Jun 12, 2016 02:23 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Thanks Melissa!

I have been looking at a few CRM's and will explore this one a bit.

Jun 15, 2016 03:05 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

btw, subscribed to your youtube channel too, it looks like a wealth of great info here, hopefully I can find a little time in the next few weeks to watch a few.

Jun 15, 2016 03:07 PM
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • GRI • HAFA • PSC Calabasas CA

Melissa,

do you still use it for your business? 

I'm going to check it, but wanted to hear your updated feedback,  thanks:) 

Oct 09, 2017 04:12 PM