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Business development CRM, built into Gmail

Track partnerships and BD deals from first intro to signed, right in Gmail

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Turn Gmail into a shared partnership pipeline

Move every partner from first conversation to signed in stages that fit a relationship, not just a one-time sale.

Streak AI pipeline builder generating a complete "Business Dev" pipeline from a plain-text description — with stages (Identified → Closed), custom columns (Partner Type, Lead Source, Priority, Industry, Date of Last Email), and saved views (High Priority, Q3 Closers, Event Sources)

Streak Business Dev box timeline for Vertex Cloud showing all emails — "Partnership agreement signed", @mention from Ashwin Santiago, "Final contract review completed", "Partnership proposal and integration plan" (with Partnership_Proposal.pdf and Integration_Roadmap.pdf attached) — and a stage change to In Progress

Streak Business Dev pipeline filtered to "High priority referred partner — Nicolas" (Priority = High, Lead source = Referral, Assignee = Nicolas T), grouped by Stage — showing AtlasSync, BluePeak Technologies, Northstar Labs, ElevateIQ, SummitWorks, FusionGrid, and ClearPath Software

Give every team the full history on a partner

Partnerships touch sales, support, and product, so put the whole relationship in one place your teams can see.

Gmail "Partnership launch planning" email thread from Sherry Lin to Olly Schroeder, shared to the Business Dev pipeline — with an AI-assisted coverage reply: "Hi Olly, Sherry is out this week, but I have all the context here. We're currently finalizing the roadmap..."

Streak Vertex Cloud organization record showing "Seen in 2 pipelines, 2 boxes" (Support: Unable to import multip... Resolved; Sales: Vertex Cloud, Closed-Won) — with team activity (11 threads since Apr 2026) and company details (New York, Cloud Services, 50–100 employees)

Streak Business Dev pipeline sharing settings for BluePeak's team — Marketing Manager, Graphic Designer, Content Writer, and Sales Representative — with auto-share emails enabled

Keep long partnership cycles moving

Partnerships take months, so stay on top of follow-ups and know when partners are engaged.

Streak task list for partnership follow-ups — "Send partnership proposal" (Vertex Cloud, in 7h, Email), "Schedule integration kickoff call" (AtlasSync, in 12h, Call/Event), "Share feedback on the co-marketing plan" (SignalBridge, in 3d, Call/Email), "Follow up on referral agreement" (Northstar Labs, in 5d)

Follow-up reminders

Set reminders to check in so a promising relationship doesn't go quiet between milestones.

Mail merge

Send personalized updates or outreach to a list of partners and prospects in one send.

Email tracking

Know when a partner opens your proposal or deck, and follow up at the right moment.

Streak automation: "Box stage changed" → "Generate AI summary" → Slack notification in #Business Dev: "Vertex Cloud moved to [Closed – Won], Assignee: Nicolas Trevino, Partner Type: Integration Partner, AI Summary: Signed a partnership agreement..."

AI automations

Post an update to your team in Slack automatically when a partnership moves stage.

Research partners and cut data entry with AI

Streak AI reads your threads and the web so partner records stay current before every conversation.

Streak AI Autofill populating the "Website" column — www.acmeanalytics.com, www.nexuscom.ca, www.vertexcloud.com, www.brightpath.com — for partners in the Business Dev pipeline

Streak AI-generated partnership summary for Vertex Cloud (Business Dev, Initial Outreach) — overview (technology partnership to build a native integration and referral program), history (initial outreach Apr 24, discovery meetings May, partnership signed Jun 16), next steps (integration development and joint testing planned for July)

Streak AI "Ask" feature querying a Vertex Cloud partnership box — "What did we agree on terms?" — with an AI-generated answer about the 2-year referral term, revenue share, and joint integration launch

Frequently asked questions

What is a business development CRM?

A business development CRM tracks partner and BD relationships, conversations, and deals in one place. Streak runs inside Gmail, so you manage partnerships next to the emails they happen in.

Can I manage partnerships in Streak?

Yes. Build a pipeline for your partnership process, keep every stakeholder and conversation on one record, and track each relationship from first intro through an active, ongoing partnership.

Is Streak a partner relationship management (PRM) tool?

Not in the channel-platform sense — Streak doesn't run partner portals or deal registration. It's a CRM for teams that build and manage partnerships over email and want that pipeline inside Gmail, rather than a separate PRM system.

Can different teams see a partner's full history?

Yes. Based on the permissions you set, sales, support, and BD can all see the full email history with a partner, so no one walks into a conversation without context.

Does Streak's AI help with partner research?

Streak AI runs web research on prospective partners, fills fields automatically, summarizes where each relationship stands, and answers questions from a partner's full history.

Your business development runs on Gmail. So should your CRM.

Try Streak free — installs into Gmail in seconds.

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Streak partnerships CRM Business Dev pipeline in Gmail showing 12 Identified, 24 Initial Outreach, and 3 Exploratory Call partners — Acme Analytics (Technology), Nexus Commerce (Integration), Vertex Cloud (Reseller) — accessible directly from the Gmail sidebar