Streak

Build a fully customized pipeline by describing business and workflow in plain language

Get up to speed quickly with deal history summaries powered by AI

Use AI to scan team interactions or search the web to automatically update CRM fields

Generate tailored meeting agendas based on deal details and previous meetings

Ask questions about any deal and get instant answers from deal history with citations

Save email history of former employees without paying for Streak or Google licenses

Define custom roles with granular permissions for managing access to records

Assign different levels of permissions to different users on individual pipelines

Automate repetitive tasks like lead assignments, task creation, and follow-ups

Collaborate with team members directly inside a deal with threaded comments

Automatically log emails to the right pipeline and share complete email history with team members

Generate meeting agendas from deal history, take notes, schedule follow-ups, and pull in recordings from calendar

See Streak contact information in the call screener

Native dialer to make calls and log conversations directly in Streak

Comprehensive contact management with titles, phone numbers, addresses, and social media profiles

Automatically enrich contacts with titles, phone numbers, addresses, and social media profiles from LinkedIn and other sources

View every email exchanged between the team and a contact

Collaboratively build contact and company lists visible across the team

Add contacts to multiple pipelines to track as sales leads, job candidates, and more

Workspace and collaboration tool for tracking deals with complete interaction timeline and CRM data

Dedicated view for managing individual deals with all relevant information

Create and manage unlimited private and shared pipelines for sales, hiring, dealflow and other business processes

Import contacts and CRM data from CSV file, Google Sheet, or Excel spreadsheet

Scan inbox for contacts and leads to add to pipelines

Create rules and custom messaging to keep pipelines complete and uniform

Add calculations and logic to pipelines using natural language prompts

Automatically logged realtime data points for every deal like last reply, time in stage, and email activity

Centralized storage for deal-related files automatically populated from emails

Get notified if team has already contacted someone before sending an email

See when people engage with emails and follow up at the right time

Schedule email follow-up sequences to boost engagement and response rates or create lightweight email marketing

Send personalized, templated emails to multiple recipients with automatic follow-ups

Save time on repetitive messages and ensure consistent messaging across team with email templates

Create new Streak leads directly from a LinkedIn profile page

Custom integrations with internal systems and third-party apps using developer-friendly API

Out of the box connectors to popular apps like Calendly, Google Forms, Typeform, and Slack

Integrated directly into Gmail, allowing users to manage CRM without leaving their inbox

Connect to 9000+ apps via Zapier to build workflows across tools

Go from website visitor to CRM prospect without manual entry using form integrations

Add emails to Streak or view deal data directly from mobile Gmail app

Native mobile apps designed to provide necessary CRM access on the go

Optimized interface for iPad with more screen space for productive sessions

Real-time alerts notify team when deals are assigned, updated, or closed

Respond to deal activity quickly with real-time updates on pipeline changes

Surface important pipeline filters at the top of inbox to keep priorities front and center

Organize and categorize deals using custom inbox labels

Filter, sort, and group deals to focus on relevant opportunities and save segments for quick access

See engagement metrics for campaigns and compare which ones perform best

Build customized reporting views with flexible filters and charts to highlight relevant data

Regularly export CRM data to Google Sheets for custom reporting and dashboards

Track follow-ups and assign tasks to team members so nothing slips through the cracks