Streak CRM
Manage sales and customer relationships directly inside Gmail.
Executive Summary
Streak CRM is a Gmail-native CRM that seamlessly integrates sales, support, and project management functionalities directly into your inbox. It's designed for freelancers, solopreneurs, consultants, and small to mid-sized teams who rely heavily on Gmail for client communication, offering pipeline management, email power tools, and AI-driven automation without requiring users to switch applications. The platform provides a customizable, spreadsheet-like interface for managing deals and customer data, enhancing productivity and collaboration within the familiar Google Workspace environment.
Use Cases
- Sales Pipeline Management: Tracking leads, deals, and customer interactions from prospecting to close.
- Hiring & Recruiting: Managing candidate pipelines, interview stages, and applicant communication.
- Customer Support: Organizing support tickets, tracking customer issues, and automating responses.
- Project Management: Overseeing project phases, tasks, and team collaboration within Gmail.
- Business Development: Managing partnerships, outreach, and relationship building.
- Fundraising: Tracking donor relationships and campaign progress.
Features
Visibility
- Customizable Pipelines: Visualize and manage workflows with a spreadsheet-like interface, allowing customization of stages and columns for various processes like sales, hiring, and project management.
- Saved Views & Filters: Create and save custom filtered, sorted, and grouped views of pipelines to quickly focus on specific deals, leads, or tasks.
- Email Tracking: Monitor when emails are opened and links are clicked, providing insights into recipient engagement.
- Contact Interaction Timeline: View a comprehensive history of all email exchanges between your team and a contact, providing full context on relationships.
- Sales Reporting & Dashboards: Generate and customize reports and dashboards to analyze pipeline health, team performance, stage conversion rates, and identify bottlenecks.
Intelligence
- AI Deal Summaries: Automatically generate concise summaries of deal progress, key updates, and next steps from deal history.
- AI Deal Q&A: Ask natural language questions about any deal or pipeline to instantly retrieve relevant information, decisions, and open questions.
- AI Data Entry & Autofill: Automate the capture and update of contact information, deal details, and pipeline fields by scanning emails and other data sources.
- AI Formula Generator: Use natural language prompts to create complex formulas for calculations and logic within pipeline columns.
- Automated Workflows: Set up rules to automatically create tasks, update boxes, send notifications, and trigger mail merges based on pipeline changes or external integrations.
Support
- Live Chat Support: Access live chat for immediate assistance with product-related queries and issues.
- Knowledge Base & Tutorials: Comprehensive online resources including articles, guides, and video tutorials (Streak University) for self-service support and learning.
- Onboarding & Training: Assistance with pipeline setup, data import, and team training sessions from Streak team members for paid plans.
- Dedicated Support (Enterprise): Enterprise-tier customers receive dedicated support for more complex needs and advanced implementations.
Technical Specifications
- Architecture
- Cloud-native SaaS, Gmail-integrated extension
- Deployment
- Cloud/SaaS
- Authentication
- OAuth 2.0 via Google Apps
- API Available
- Yes
- MCP Server
- No
Infrastructure
- GCP
AI/ML Stack
- NLP
- Machine Learning
- LLM
Integrations
- Gmail
- Google Workspace
- Zapier
- Slack
- Google Calendar
Security & Compliance
Certifications: GDPR
Encryption: AES-256 at rest, TLS 1.2+ in transit
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Free tier (500 records), Solo $15/user/month, Pro $49/user/month, Enterprise $129/user/month (annual billing offers 20% discount).
- Target Customer
- SMB to Mid-Market
- Contract Type
- Monthly, Annual (with discount)
- Free Trial
- Yes, 14 days (credit card required)
About Streak
Streak is a SaaS company that provides a CRM and workflow tools built directly into Gmail, letting teams manage pipelines, track deals, and automate sales and support processes from their inbox. It leverages AI to pull insights from sales conversations and streamline prospecting, enhancing productivity for small to mid-sized businesses.