- Ten inbox-friendly CRMs in one table
- Ten ways to run customer relationships beyond Streak
- Inbox add-on or separate app: which way to go
- Questions to ask before switching from a Gmail-based CRM
- Moving pipelines and contacts out of an inbox CRM
- Email tracking, consent and your contacts' data
- Why a lesser-known Gmail CRM tool can suit you
- Everyday habits that make any inbox CRM work
- A short plan for choosing between inbox CRMs
- Frequently asked questions
A good Streak alternative should keep contacts and deals easy to follow alongside your email, and let you export your data whenever you like. Check how it connects to your mailbox, how teams share records and what support is on offer. This page lists ten options in no particular order.
Streak is a CRM that lives inside Gmail, so you can manage leads and deals without leaving your inbox. If you're thinking about a change, perhaps because you'd like more reporting, a separate app or a wider range of tools, there are quite a few other ways to keep customer relationships on track.
This page lists ten Streak alternatives in no particular order, sorted alphabetically. Some live in your inbox as well, and others are separate apps that sync with email. I've drawn each description from the tool's own website, so check current details there. For tips on running your mailbox well, my guide to getting more from Gmail covers the basics.
Ten inbox-friendly CRMs in one table
In the free plan column, Yes means the tool's own site describes a plan you can keep using without a time limit. Trial only means a free trial but no ongoing free plan. No means the site states neither. Details change, so check before you start.
| Tool | Type | Good for | Free plan |
|---|---|---|---|
| Capsule | Contact and pipeline CRM | Contacts, deals and tasks in one tidy place | Yes |
| Copper | Workspace-based CRM | Contacts that sit alongside your Google apps | Trial only |
| folk | Contact CRM | Relationship tracking from email and LinkedIn | Trial only |
| Gmelius | Gmail shared inbox | Team inboxes and workflows inside Gmail | Trial only |
| HubSpot CRM | Customer platform | A big free CRM that connects to your inbox | Yes |
| Mailbutler | Email add-on | Tracking, templates and reminders in your inbox | Yes |
| Mixmax | Email sales add-on | Sequences and scheduling from Gmail | Yes |
| Pipedrive | Pipeline CRM | Visual deal stages with email sync | Trial only |
| Salesflare | Self-filling CRM | Contact details pulled from email and calendar | Trial only |
| Yesware | Email tracking tool | Open tracking and outreach from your inbox | Yes |
Ten ways to run customer relationships beyond Streak
Capsule
Best for: Small firms who want an easy contact book, a sales pipeline and a task list without much setup.
Copper
Best for: Teams who live in Gmail, Calendar and Drive and want their contacts to stay close to them.
folk
Best for: Founders, agencies and consultants who manage relationships rather than long formal sales processes.
Gmelius
Best for: Teams who share email addresses and want assigned conversations and simple workflows in Gmail.
HubSpot CRM
Best for: Businesses who want a well-known CRM with a free starting point and mail tools for Gmail.
Mailbutler
Best for: Individuals who want email tracking, follow-up nudges and saved contacts without a full CRM.
Mixmax
Best for: Sales people who send many follow-ups and want sequences, tracking and meeting links in Gmail.
Pipedrive
Best for: Teams who like a board view of deals and want their mailbox to sync with each contact.
Salesflare
Best for: Small B2B teams who dislike data entry and want contact records to fill up on their own.
Yesware
Best for: Sales professionals who want to see who opened an email and send follow-ups from Gmail.
Inbox add-on or separate app: which way to go
The biggest decision isn't which brand to choose. It's whether your CRM should sit inside your mailbox or beside it. Both approaches work, and the right one depends on how your day looks.
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- Inside your inbox. You see deal details next to each email, and there's less switching between windows.
- A separate app that syncs. You get fuller reporting, more fields and easier team dashboards.
- A mix of both. Many people use a light add-on for email tracking and a separate system for the deal record.
If you mainly email one person at a time, an add-on is often enough. If several people need to work the same pipeline, a separate system with an inbox connection usually copes better.
Questions to ask before switching from a Gmail-based CRM
- Does it work with your mail provider, or only with one email service?
- Can colleagues see each other's conversations, and can you control who sees what?
- How does it log emails: automatically, or only when you press a button?
- Will your existing pipeline stages and custom fields come across?
- Does it have a phone app you'd open each day?
- What happens to your data if you leave later?
Moving pipelines and contacts out of an inbox CRM
- Export your deals, contacts and notes, and check which fields the export includes.
- Write down your current pipeline stages so you can recreate them.
- Connect your mailbox to the new tool and check what history it brings in.
- Rebuild saved templates and any follow-up reminders you rely on.
- Test with a handful of live conversations before moving the whole pipeline.
- Remove the old extension from your browser once everyone has switched.
Email tracking, consent and your contacts' data
Tools that track opens and clicks add extra data to each email you send. In the UK and EU, tracking and storing personal data come with rules about telling people what you do and having a good reason to do it. Rules differ elsewhere. This isn't legal advice, so check what applies to you and your contacts. If your inbox is also overflowing, my week spent getting my inbox in order has some practical ideas.
Why a lesser-known Gmail CRM tool can suit you
Smaller tools often stay close to their users and do a few things neatly. You might find a cleaner screen, faster replies from support and fewer menus. Look at when the product was last updated, read its help pages and check you can export your data at any time.
Try a new tool with a few real contacts for a week before you move everything. Notice how many clicks it takes to log a call or set a reminder, because that decides whether you keep using it.
Everyday habits that make any inbox CRM work
The tool matters less than the habit. A CRM only helps if what's inside stays current, and that comes down to a few small routines rather than clever settings.
- Log a note straight after each call or meeting, while you still remember it.
- Give every open deal a next step and a date, so nothing sits there untouched.
- Use the same stage names across the whole team, and keep the list short.
- Review your pipeline once a week and close out anything that has gone cold.
- Keep email templates for the messages you send most, and update them regularly.
Do you make an email, inbox or CRM tool? Tool makers can ask to be considered for a featured place on this list.
A short plan for choosing between inbox CRMs
Choose two that fit your mail setup and your team size. Run both against your real inbox for a few days, log the same contacts in each and see which feels lighter. Ask any colleagues who will use it to try it too, then keep the one the whole group finds easiest.
Frequently asked questions
What is a CRM inside Gmail?
It's a tool that adds contact and deal tracking to your mailbox, usually through a browser extension, so you can manage leads without switching to a separate app.
Why would someone look for a Streak alternative?
Reasons vary and often aren't about the tool itself: wanting fuller reporting, a separate app for the team, a different email setup or a wider set of features. Start by listing what you'd like it to do.
Can I move my pipeline to another tool?
Usually you can export deals and contacts, often as spreadsheet files, and import them into the new system. Custom fields and automations may need recreating by hand, so list them first.
Is it fine to track whether people open my emails?
That depends on where your contacts live and how you use the data. In the UK and EU there are rules about transparency and consent. This isn't legal advice, so check what applies to you.
Is a free plan enough to start with?
It can be if you only manage a handful of relationships. Read the limits on contacts, users and features, and check the parts you rely on are included before you depend on it.


