Streak Plans: Free vs Paid and Qualifying Tiers

Map must-haves to Streak plan names before you compare starting tiles.

1. Write your day-one must-haves as a list, in outcome language.
2. Beside each one, write the lowest Streak plan that research shows carries it. Plan-gated in research: contact management (Pro, Pro+, Enterprise); lead management (Pro, Pro+, Enterprise); pipeline management (Pro, Pro+, Enterprise); deal management (Pro, Pro+, Enterprise).
3. Highlight anything unclear and check it on /pricing/streak/ or in the trial.
4. Note add-ons separately.
5. Ask which plan any demo runs on before you use it as evidence.

Worked example: a 12-person B2B advisory team needs contact management and lead management, email sync, and weekly reporting from Streak. Two of those sit on the entry tier in research; the highest-gated one sets the plan, so they stop comparing anything cheaper.

Read these as capability tiers — not good / better / best marketing.

1. Free email tools — Free start for a pilot pod or a solo operator. Research shows it carries email sync and email tracking. Outgrow it when you need contact management and lead management.
2. Pro — Adds contact management, lead management, pipeline management, and deal management in our research on top of Free email tools. Choose it when at least one of those is a day-one must-have — not because it sits comfortably in the middle. Snapshot records a 14-day trial.
3. Pro+ — Adds workflow automation, sales automation, reporting, and integrations in our research on top of Pro. Choose it when at least one of those is a day-one must-have — not because it sits comfortably in the middle. Snapshot records a 14-day trial.
4. Enterprise — Quote-led tier — no public price in our snapshot. Ask which capabilities require this tier. Get gates, seats, and term in writing before you design around it.

Worked example: a 12-person B2B advisory team drops Free email tools once must-haves sit higher, and compares only the Streak plans that clear every gate.

1. Do all day-one must-haves sit on Free email tools? If no → paid.
2. Do seats fit? Confirm Free email tools capacity.
3. Will you hit a record/object cap within two quarters? If yes → paid now.
4. Using free to defer a decision? Run a scoped trial with a decide-by date instead.

Worked example: a 12-person B2B advisory team cannot fit 12 people into Free email tools, so free becomes a two-week sandbox — not the plan they run on.

Hand this five-line algorithm to anyone on the buying team.

1. List must-haves (M1…Mn).
2. For each Mi, find the lowest Streak plan that carries it.
3. Take the highest of those — that is the qualifying plan.
4. Check capacity. Confirm Streak seat/record caps on the pricing page. If you do not fit, move up one tier.
5. Count seats honestly (sellers, managers, ops, paid viewers).

Then estimate that plan in the Cost Calculator; add admin / migration / training as categories, not invented totals.

Worked example: a 12-person B2B advisory team lands on a Streak qualifying plan set by their highest-gated must-have, counts 12 seats plus ops, and prices only that combination.

1. Stay on the cheapest qualifying plan when must-haves and seats fit.
2. Step up when one must-have sits higher — buy the tier, skip the forever workaround.
3. Walk when the qualifying Streak plan breaks a written constraint. Research: stronger for Gmail-centric SMB sales and founder teams and Teams that want CRM context beside email threads; weaker for Outlook-first or Microsoft 365-centric orgs and Teams needing marketing automation suites.
4. Write plan name, must-have that set it, and re-check date.
5. Use the worth-it guide for fit — not invented payback maths.

Worked example: when the cheap Streak tier missed a must-have, a 12-person B2B advisory team bought the qualifying plan or shortlisted Capsule and Folk — they did not pretend the workaround was free.