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Introducing Streak AI: the CRM co-pilot for teams in Gmail

Streak AI helps you use the data in your inbox to gain more insights in your CRM. Learn about AI features in Streak.

Dec 6, 2023

Brita Ulf

Brita Ulf

Tasks/Calendar Preview

Tasks/Calendar Preview

We always test our new products internally at Streak before releasing publicly. If you’d like to access our new features at the same time that we get them here at Streak HQ, write us: support@streak.com (in return, we’d appreciate feedback and bug reports).

Andrew Stewart

Andrew Stewart

Jun 26

New Magic Columns = Less Data Entry

New Magic Columns = Less Data Entry

Why? Because Streak automagically (this is a real word) fills out all of the data inside Magic Columns for you. No clicking, no data entry, Less Effort! Magic columns give you an easy way to leverage all of the computing power running your pipelines.

Andrew Stewart

Andrew Stewart

Jun 18

Announcing InboxSDK!

Announcing InboxSDK!

You’ve no doubt noticed the pace of Streak’s Product Development Increasing over the last couple of months. There are a couple of reasons for this (welcome, Henry! welcome, Zak!), but we’d like to highlight one event in particular: launching the InboxSDK!

Andrew Stewart

Andrew Stewart

Jun 2

Edit (and copy/paste!) Multiple Fields At One Time

Edit (and copy/paste!) Multiple Fields At One Time

Gather ‘round, it’s story time: You’re 6 weeks into using Streak. Living inside Gmail is so easy you don’t even realize you’re using a CRM — it’s just… Email like it should be. Things are good! And then… you realize you haven’t been tracking physical address for your clients and you need to send them cookies (the chocolate kind, not the internet kind). Oh no!

Andrew Stewart

Andrew Stewart

May 11

Changing Pipeline Ownership — update

Changing Pipeline Ownership — update

We’re very happy to roll out an important upgrade for our permission roles! Ownership of a Pipeline has previously only been available for the original creator of that specific Pipeline. However, if that owner later leaves your organization, you may want to transfer ownership of their pipelines to a different user. Thanks to the new Admin permission role, now you can!

Andrew Stewart

Andrew Stewart

Dec 8

Permission Roles

Permission Roles

One of the key features of Streak is the ability to share information with other users. Your notes, comments, and emails are available for collaboration with everyone shared on your pipeline. Today we’re announcing a new feature to make sharing even better — Permission Roles.

Andrew Stewart

Andrew Stewart

Oct 16

= ‘Hello World’ to Formulas!

= ‘Hello World’ to Formulas!

Today we are very proud to introduce a feature we’ve worked really hard to bring you: customizable formulas, right in your pipelines.

Aleem Mawani

Aleem Mawani

Oct 2

Streak In-App Help

Streak In-App Help

We here at Streak add features daily to improve the experience for all of our users. However, it can sometimes be difficult to know how to perform a specific task or whether Streak supports a particular feature.

Aleem Mawani

Aleem Mawani

Sep 7

Using Streak for a Career Search

Using Streak for a Career Search

Where are you in your job search? Have you discovered the stress of balancing multiple priorities, the hassle of managing your contacts, and the difficulty of organizing the process effectively?

Aleem Mawani

Aleem Mawani

Apr 1

Email Box Filters

Email Box Filters

Some Streak users have a one-box, one-user system. For example, they may track sales leads, or have a support box for each customer account. Until recently, if an email came in from a user, you’d have to notice the email, remember whether you already had a box for that user, and then add the email to the correct box.

Andrew Stewart

Andrew Stewart

Feb 6

Linked Boxes

Linked Boxes

Many Streak users have multiple pipelines to help manage their customers. For example, you may have a Sales pipeline to help manage selling your product to prospective customers. However, once they become clients, you may manage after sales support using a Support pipeline.

Aleem Mawani

Aleem Mawani

Jan 7

Streak: There’s an App for That

Streak: There’s an App for That

We’re pleased to announce the our that our first mobile app is available — Streak for iPhone.

Omar Ismail

Omar Ismail

Aug 12

Using Saved Views to Organize Yourself

Using Saved Views to Organize Yourself

Need an easy way to know exactly what needs to be worked on every morning? Want an easy way to know when it is time to follow up with a candidate or a sales customer?

Aleem Mawani

Aleem Mawani

Jul 8

How Streak uses Streak to track bugs!

How Streak uses Streak to track bugs!

As a start-up or established organization, every product development process has bugs which can be detrimental to your business if not tracked and managed. Here at Streak, we track and manage our bugs using Streak itself.

Aleem Mawani

Aleem Mawani

Jul 4

Using Streak to Stay On Top Of Your Important Deals

Using Streak to Stay On Top Of Your Important Deals

Keeping your leads and prospects warm is an essential part of an effective sales process. Last week we released an update to Streak that will make sure you’re always reminded of the important leads that you haven’t touched in a while so you can make sure they never go cold.

Omar Ismail

Omar Ismail

May 13

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