CRM for Sales

Transform your inbox

Everything you need to get to “closed­-won” is hiding in your email. Streak captures your deals and extends existing Gmail into a flexible, fully featured CRM.

‍

A single powerful, efficient system

Never again interrupt workflow to copy/paste a lead into external software. Work with, not against, your CRM.

‍

Intuitive design

Streak is the elegant solution that your whole team will actually want to use. Be confident your team is actively using CRM and the data is up-to-date and reliable.

Evolve with your sales process

When your sales strategy changes, updating Streak is immediate and intuitive. Add a new column of any type, rearrange stages, or delete data at any time.

‍

Comprehensive data input

Whatever you want to keep track of, Streak is ready. Columns are specifically designed to accept numbers, free form text, drop down menus, check boxes, and anything else you could possibly need.

‍

Custom views

Use all of your different data points to filter all the information in your pipeline into custom views of your deals.

Sell collaboratively

All collaborators on an opportunity can read full emails even if not included on the thread. For example: If Edward and Lucas are working a sale to Widget Co, Edward has access to all email between Lucas and Widget Co.

‍

Deep integration

Streak can link together the communication of separate teams. Working an upsell? Know if they've contacted support and read the full conversation - all without leaving your inbox.

‍

Control access

Maintaining data control is easy with Permission Roles. Share everything within the Business Development. Or, restrict access for your lead qualification team.

Immediate context

Everything you need to know about a deal is available in your Gmail sidebar. This includes custom fields you may have added to your database.

‍

Minimal effort

Streak uses email filters (by individual address or domain) to automatically match the data associated with an opportunity to an email.

Know when to follow up

Tracking notifies you when, where, and how often a email is viewed. Use Streak to call a lead in the exact moment they’re thinking about you.

‍

Get feedback from email

Do more people open an email with a particular subject line? Do many people read a message but not respond? With Streak, your email talks to you - even if your leads don’t.

‍

Sort by recent activity

Streak creates custom views in your sent mail folder. Easily see everyone who has recently opened a message AND all recipients who have read your email but not yet replied.

View overall health and individual contributions

Creating colorful charts and graphs is easy with Streak. See how money moves through your pipeline and which contributors are making the biggest impact.

‍

Mine your data

Streak reports drill down into the most interesting data. Enable a better understanding your business as a whole.

Simple process

Streak eliminates the complication of mass mails. Write your message, select a list of recipients, and send.

‍

Customize with templates

Bring an easy personal touch to every email using templates. Make more effective first impressions, relevant follow ups, and more.

Simple scheduling

Choose your own time or use a handy preset option.

‍

Share with your team

Create a reminder for everyone assigned to a contact or opportunity.

‍

Know why you’re being reminded

Include a note with important details and you’ll never think “... what was I going to do?”

“Snooze” email and focus on selling

Concentrate on time sensitive deals. “Snooze” archives email and later returns it to the top of your inbox as unread.

‍

Be reminded of dormant threads

The option to snooze “only if no one replies” will bring your attention to threads that have gone cold.

Sort precisely

Pin the deals that matter right now above your Inbox. Our powerful filters allow you to set very specific criteria.

Stop retyping the same email over and over and over...

Insert commonly repeated text with a key command. Quickly write thorough introductions, follow ups, and reminders. Eliminate wasted time and repetitive drudgery.

‍

Share your snippets

Snippets are shareable so you can leverage the wisdom of the entire team. Reap the benefits of your best messages!

Back to selling in under a minute

Streak is simple to install and comes with a pre-built, elegant, sales pipeline. Your pipeline is super flexible - customize as you go.

‍

Frictionless migration

Coming from another CRM? No problem! Migrating to Streak is as simple as importing a CSV file.