Streak

What is Streak?

Streak is a CRM built directly into Gmail. It enables users and teams to manage sales pipelines, track customer interactions, and organize projects without ever leaving their inbox. The tool automates data entry and provides deal visibility to keep teams aligned. It is designed to be adopted naturally within an existing email workflow.

Application scenarios

Sales pipeline management: Track deals and visualize progress within your Gmail interface.
Customer interaction tracking: Automatically log team emails and communications for a complete contact history.
Project and task organization: Manage tasks, follow-ups, and team workflows directly from your inbox.
Team collaboration and delegation: Share pipelines, assign tasks, and manage permissions with colleagues.
Outreach and email campaigns: Execute mail merges and plan outreach sequences.
Fundraising and partner tracking: Manage non-sales relationships, such as investor or partner pipelines.

Main features

Integrated Gmail CRM: Manage all CRM functions—deals, contacts, tasks—within your Gmail inbox.
AI data entry: Automatically populates and updates deal information using your team's email interactions.
Natural language queries: Ask questions about your deals using plain language to get instant answers.
Magic columns: Use intelligent columns in your pipeline to automatically prioritize deals or summarize next steps.
Automated email logging: Logs team-wide email communications to the relevant contacts and deals without manual entry.
Pipeline and deal tags: Visually organize and categorize deals with tags directly in your inbox view.
Mail merge: Send personalized bulk emails to contacts or leads from within Streak.
Funnel reports: Generate reports to analyze pipeline performance and sales funnel metrics.
Pipeline permissions: Control access and sharing settings for different pipelines within your team.
In-app calling: Make phone calls directly from the Streak interface.

Target users

Streak serves sales teams, business owners, and professionals who rely heavily on Gmail for daily communication. It is also used by individuals and teams for project management, fundraising tracking, and partner relationship management. The tool is built for users who want a CRM that integrates seamlessly into their existing workflow without requiring a separate platform.

How to use Streak?

Streak is used as an extension within Gmail. After signing up and installing it, the tool's interface appears alongside your inbox. You create pipelines to track deals or projects, and Streak automatically begins logging relevant emails to contacts. You can manage tasks, comment on deals, run mail merges, and generate reports all from within Gmail. For specific setup, visit the official website.

Effect review

User testimonials highlight significant efficiency gains and business growth attributed to Streak. Long-term users report high satisfaction, praising its deep integration with Gmail, which drives consistent adoption and eliminates the friction common with traditional CRMs. The tool is described as highly customizable, reliable, and supported by outstanding customer service. The overall sentiment from published reviews is extremely positive, with users crediting it for elevating their workflow and providing clear visibility into every deal.