Streak vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Streak offers more features (51 vs 23) and more integrations (13 vs 6). Starting price: Streak at $49/mo vs Workbooks at $30/mo. Streak has 51 unique features while Workbooks has 23 unique features, with 0 features in common.
| Streak | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 51 | 23 |
| AI-Powered Features | 7 | 1 |
| Starting Price | $49/mo | $30/mo |
| Pricing Tiers | 4 | 2 |
| Integrations | 13 | 6 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 95% | 70% |
Feature Comparison by Category
AI (5 vs 1)
| Feature | Streak | Workbooks |
|---|---|---|
| AI CRM | ||
| AI Pipeline Creator | ||
| AI-Powered Deal Summaries | ||
| Automated Data Entry | ||
| Create Meeting Agendas with AI | ||
| Deal Q&A |
Access Control (3 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Archived Users | ||
| Custom Roles | ||
| Roles and Permissions |
Administration (0 vs 3)
| Feature | Streak | Workbooks |
|---|---|---|
| Audit Trail | ||
| Data Storage | ||
| Multi-Company Support |
Analytics (0 vs 1)
| Feature | Streak | Workbooks |
|---|---|---|
| Mapping Module |
Automation (1 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| CRM Automation |
CRM (0 vs 1)
| Feature | Streak | Workbooks |
|---|---|---|
| 360° Customer View |
Collaboration (2 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Deal Comments | ||
| Email Sharing |
Communication (3 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Call and Meeting Records | ||
| Caller ID | ||
| Make Calls from Streak |
Contact Management (5 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Contact Details | ||
| Contact Enrichment | ||
| Contact Interaction Timeline | ||
| Shared Contact Database | ||
| Track Contacts Across Pipelines |
Core CRM (3 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Deal Sidebar | ||
| Deal View | ||
| Pipeline Management |
Customer Service (0 vs 1)
| Feature | Streak | Workbooks |
|---|---|---|
| Ticketing and Case Management |
Customization (0 vs 1)
| Feature | Streak | Workbooks |
|---|---|---|
| Custom Records |
Data Import (2 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Data Import | ||
| Inbox Data Scraping |
Data Management (3 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Data Validation | ||
| Formula Columns | ||
| Magic Columns |
Document Management (1 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| File Management |
Email (5 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Avoid Duplicate Outreach | ||
| Email View and Click Tracking | ||
| Follow-Up Sequences | ||
| Mail Merge | ||
| Shared Email Snippets |
Finance (0 vs 2)
| Feature | Streak | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Integration (5 vs 3)
| Feature | Streak | Workbooks |
|---|---|---|
| API and Webhooks | ||
| Accounting and ERP Integration | ||
| Add LinkedIn Leads to Streak | ||
| Direct Integrations | ||
| Gmail Integration | ||
| Microsoft Exchange / Outlook Integration | ||
| Office 365 Integration | ||
| Zapier Integrations |
Lead Capture (1 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Capture Leads from Forms |
Marketing (0 vs 2)
| Feature | Streak | Workbooks |
|---|---|---|
| Events Management | ||
| Marketing Automation |
Mobile (3 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Gmail App Integration | ||
| iOS and Android Mobile Apps | ||
| iPad Specific CRM |
Notifications (2 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Deal Updates in Slack | ||
| Pipeline Notifications |
Organization (3 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Inbox Heads-Up | ||
| Inbox Labels | ||
| Pipeline Filters |
Project Management (0 vs 1)
| Feature | Streak | Workbooks |
|---|---|---|
| Project Management |
Reporting (3 vs 1)
| Feature | Streak | Workbooks |
|---|---|---|
| Campaign Performance Tracking | ||
| Reports & Dashboards | ||
| Reports Dashboard | ||
| Scheduled Exports to Google Sheets |
Sales (0 vs 5)
| Feature | Streak | Workbooks |
|---|---|---|
| Opportunity Management | ||
| Order Management | ||
| Quotation Management | ||
| Sales Forecasting | ||
| Sales Order Processing |
Security (0 vs 1)
| Feature | Streak | Workbooks |
|---|---|---|
| Advanced Security |
Task Management (1 vs 0)
| Feature | Streak | Workbooks |
|---|---|---|
| Task Management |
Unique Features
Only in Streak (51)
Archived Users
Custom Roles
Roles and Permissions
AI Pipeline Creator
AI-Powered Deal Summaries
Automated Data Entry
Create Meeting Agendas with AI
Deal Q&A
CRM Automation
Deal Comments
Email Sharing
Call and Meeting Records
Caller ID
Make Calls from Streak
Contact Details
Contact Enrichment
Contact Interaction Timeline
Shared Contact Database
Track Contacts Across Pipelines
Deal Sidebar
+ 31 more unique features
Only in Workbooks (23)
Audit Trail
Data Storage
Multi-Company Support
AI CRM
Mapping Module
360° Customer View
Ticketing and Case Management
Custom Records
Invoice Management
Multi-Currency Documents
Accounting and ERP Integration
Microsoft Exchange / Outlook Integration
Office 365 Integration
Events Management
Marketing Automation
Project Management
Reports & Dashboards
Opportunity Management
Order Management
Quotation Management
+ 3 more unique features
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