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  5. AI Practice Management Software for Accountants vs Streak

AI Practice Management Software for Accountants vs Streak

OverviewComparisonAlternatives

Overview

Streak
Streak
Stacks59
Followers55
Votes17
AI Practice Management Software for Accountants
AI Practice Management Software for Accountants
Stacks0
Followers1
Votes1

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Detailed Comparison

Streak
Streak
AI Practice Management Software for Accountants
AI Practice Management Software for Accountants

Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

All-in-one AI practice management software for accountants and bookkeepers. Manage tasks, clients, workflows, and teams efficiently with automation and real-time visibility.

Simple Sharing- Want to know who in your organization has talked to a specific customer? Want to see the emails that went back and forth? Want to know where the customer is in the sales pipeline? Streak makes it easy, letting you selectively share parts of your inbox and all the deals across your company.;Schedule Emails to Send Later- Did you know the best time to send an email to a warm lead is Monday at 9:30am? Streak lets you write an email now and have it delivered whenever you want.;See all your deals inside Gmail- Want to see a holistic view of your customers or deals? We built a spreadsheet view right inside Gmail to let you edit your deals fast and create easy reports.;Streak Plays Nice- Streak never alters any data in your Gmail. No extra labels, and no moving around your messages. Streak adds a layer of organization on top of your email and stores this separately and securely in our own cloud.;Works With Google Apps- Streak is compatible with any of your Gmail accounts and you can use them across accounts simultaneously. Streak works on personal Gmail accounts or accounts provided by your organization, school, or business.
Task Management - Client Management - Analytics & Dashboard - Services & Workflow - Team & Communication - Unlimited Users - Leads Management - Proposals & Engagements - Email Sync & Advanced Communication - Client Portal - AI Features
Statistics
Stacks
59
Stacks
0
Followers
55
Followers
1
Votes
17
Votes
1
Pros & Cons
Pros
  • 7
    Integrates with Gmail
  • 4
    Easy setup
  • 3
    Email Power Tools
  • 1
    Free tier
  • 1
    API
No community feedback yet
Integrations
Zapier
Zapier
G Suite
G Suite
No integrations available

What are some alternatives to Streak, AI Practice Management Software for Accountants?

Airflow

Airflow

Use Airflow to author workflows as directed acyclic graphs (DAGs) of tasks. The Airflow scheduler executes your tasks on an array of workers while following the specified dependencies. Rich command lines utilities makes performing complex surgeries on DAGs a snap. The rich user interface makes it easy to visualize pipelines running in production, monitor progress and troubleshoot issues when needed.

Salesforce Sales Cloud

Salesforce Sales Cloud

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

Pipedrive

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

GitHub Actions

GitHub Actions

It makes it easy to automate all your software workflows, now with world-class CI/CD. Build, test, and deploy your code right from GitHub. Make code reviews, branch management, and issue triaging work the way you want.

Evernote

Evernote

Take notes to a new level with Evernote, the productivity app that keeps your projects, ideas, and inspiration handy across all your digital devices. It helps you capture and prioritize ideas, projects, and to-do lists, so nothing falls through the cracks.

Apache Beam

Apache Beam

It implements batch and streaming data processing jobs that run on any execution engine. It executes pipelines on multiple execution environments.

OnePageCRM

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Zenaton

Zenaton

Developer framework to orchestrate multiple services and APIs into your software application using logic triggered by events and time. Build ETL processes, A/B testing, real-time alerts and personalized user experiences with custom logic.

Luigi

Luigi

It is a Python module that helps you build complex pipelines of batch jobs. It handles dependency resolution, workflow management, visualization etc. It also comes with Hadoop support built in.

Highrise

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

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