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Hands-on custom CRM setup
We'll set up your CRM to match how your team actually works — from data migration to automations.
What to expect from a custom CRM setup
1
Partner with our in-house experts
Work with an expert from our Customer Success team to build your custom workflow. We'll take time to learn about your process, understand your goals, and make a plan for your custom CRM implementation.
2
Five hours of dedicated work
Our team guarantees five hours of dedicated CRM setup and configuration to build workflows tailored to your needs.
3
A turnkey CRM for your team
When we’re done, you can jump right in with a fully customized CRM that fits your business from day one.
Setup services for pipelines, automations, and integrations
01. Clean and migrate your existing data into Streak
We’re not afraid to get in the weeds with your lead lists and datasets. We’ll clean up messy data and ensure a successful import for reliable records and analysis.
02. Connect your lead sources to Streak automatically
Our team will set up custom automations to connect Streak with your internal tools, ERPs, and lead sources. Leads are automatically enriched with helpful data and email history for each opportunity.
03. Set up integrations with your existing tools
We’ll work together to review your tools and processes and integrate Streak with them, so it fits seamlessly into your existing setup.
04. Add AI-powered steps to your automations
Automate routine CRM updates with AI—summarize deals, categorize leads, or fill in key fields the moment new information comes in.
05. Set up one-click calling from your pipeline
Get recommendations for native-dialers and let our team set up one-click dialing in Streak. Learn how to make calls directly from your CRM, log call data, and track communication history across your team.
06. Walk through custom API integrations
We’re ready to guide you through Streak’s API for custom integrations with your internal tools and app ecosystem.
Looking for something more custom?
Have a workflow that doesn't fit neatly into the options above? We'll work with you to figure out the right setup.
Custom implementation pricing
Pro & Pro+ plans
Flat fee one time
A one-time flat fee covers all the work involved within five hours.
Enterprise plan
Included
Hands-on CRM setup is included in Enterprise plans at no additional cost.
Frequently asked questions
How do we know if we need hands-on CRM setup?
We offer product education and onboarding support to all Streak CRM users. This service offers advanced implementation where we actually complete the setup work for you. If your team has specific needs beyond general onboarding—like complex data imports, multiple automations, or custom integrations—and would like our team to ensure successful setup for you, the advanced implementation is likely a good fit. Feel free to reach out and we can discuss your specific needs.
How do we get started with the advanced implementation?
You can get started by reaching out to your Streak contact and mentioning Advanced Implementation in the subject. We’ll schedule an initial call to discuss your needs and align on a plan.
What do we need to prepare before the implementation starts?
It’s helpful to have a clear idea of your team’s workflows, any existing data that needs to be imported or cleaned, the flows you’d like to automate, and the systems you’d like to integrate with Streak. We’ll guide you through everything step-by-step.
What happens if our needs change during the implementation?
If your needs change, we can adjust the plan as needed within the allocated time. For significant changes that require additional time or work, we’ll discuss how to best accommodate them.
Can we get additional support beyond the allocated time?
Yes, if you need more time or additional sessions beyond what's included, we can discuss options for extended support tailored to your needs.
Don't see what you're looking for?
Schedule an initial call to discuss your business’s specific needs and pain points.
