Streak

What is Streak?

Streak is an innovative Customer Relationship Management (CRM) platform designed specifically to integrate directly into Gmail and Google Workspace. Its mission is to eliminate the friction of context-switching by allowing professionals to manage their entire workflow right from their inbox. Users can track leads, manage support tickets, or handle project management by organizing emails into customized pipelines. Additionally, it offers powerful email tools like mail merge, email tracking, and AI-assisted data entry to boost productivity. By seamlessly embedding into the tools users already use, Streak solves the problem of disconnected workflows and complex, bloated standalone CRM software.

How to use Streak?

To use Streak, simply install the Streak browser extension for Chrome or Safari and grant it access to your Google Workspace account. Once installed, Streak integrates directly into your Gmail interface, where you can easily create custom pipelines for sales, support, or hiring from the left sidebar. You can then add specific email threads to 'boxes' within these pipelines to track their progress, collaborate with team members by sharing notes, and utilize integrated tools like email tracking, mail merge, and snippets directly from the standard Gmail compose window.

Streak's Core Features

• Pipelines allow you to manage sales, support, or projects seamlessly alongside your emails.

• Email tracking alerts you when recipients open your messages or click your links.

• Mail merge lets you send mass personalized emails tailored to specific recipients.

• Snippets enable you to insert frequently used text templates quickly into replies.

• Thread splitting helps you break out different topics from a single email chain.

• Streak AI automatically extracts data from emails to fill out CRM fields and summarize interactions.

• Shared pipelines ensure team members can collaborate and view communication history.

• Email scheduling allows you to compose messages now and send them automatically at the optimal time.

Streak's Use Cases

• #1

  Managing sales pipelines and tracking leads directly from Gmail.

• #2

  Handling customer support tickets and prioritizing user inquiries.

• #3

  Tracking applicant pipelines and coordinating hiring processes.

• #4

  Managing real estate deals and client communications.

• #5

  Organizing fundraising rounds and tracking investor outreach.

• #6

  Executing mass email campaigns with personalized mail merges.

• #7

  Tracking email opens and link clicks for outreach optimization.