Streak CRM

Manage deals from Gmail

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.

Stay Nimble

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.

Easily share email

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.

See details in every email

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.

Track your outgoing 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.

Create beautiful visuals

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.

Structure the Conversation

Natural Fit

Gmail is already the preferred way your team talks about product. Harness the existing conversations and use Streak to channel the discussion into action.

Intuitive Design

Our spreadsheet-style interface allows teams to start collaborating quickly. Streak is an extension of Gmail that adds to, not replaces, familiar layouts.p>

Create a Hub

Store Assets

Use Streak to upload mock ups, proposal requests, and other documents related to a particular project.

View All Email

Read all emails related to a project, even if you aren’t on the original threads. Streak makes it simple to share private discussions that develop into something relevant to the team.

Share Across Teams

Invite client teams, engineering teams, and others to view or participate in your process. Maintain control of the process with individualized permissions.

Manage partnerships from Gmail

Transform your inbox

Everything you need to "win" more partnerships and maintain existing relationships without ever leaving Gmail.

A single powerful, efficient system

No need to log into a different system to track your activities. 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.

Stay nimble

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.

Communicate At Scale

Organize Investor Email

Conversation with investors (and potential investors) naturally occurs inside Gmail. Easily keep track of where each investor is in the fundraising process.

Move Fundraising Forward

Always know what needs to happen next for the investment to move forward. Actively manage your potential investments.

Share Email With Your Co-Founders

Sharing is Simple

Unify your communication without the need to CC. Read a full history of email between an investor and your company even if the original email isn’t addressed to you.

Automatic Filtering

Filters take the work out of associating email with the correct investor. Streak will know how to categorize an email based on email address and context.

Individual permissions

Maintain control over which investments are shared with whom on an individual user basis.