All the standard CRM features—plus some inbox powered magic

See all features

Open email thread in Gmail with a Streak sidebar showing deal and contact details for Crave Cafe, including assignee, contact info, and recent activity.

Gmail inbox with labeled emails tagged by pipeline and assignee.

A Gmail-integrated CRM view showing deal details for Crave Cafe, including email threads, task tabs, and custom fields like deal size, region, and roast level.

CRM pipeline displayed in Gmail, with deal records organized in a spreadsheet-style layout and grouped by stages.

Trusted by 4,000+ companies and 750,000+ professionals

Full visibility into your team’s deals

Track every deal with a complete interaction timeline and key CRM data. This is your workspace, collaboration tool, and CRM all in one.

Deal comments

Collaborate with your team right inside a deal.

Threaded internal comment exchange on a deal, with team members discussing pricing approval and tagging a colleague for input.

File management

All your deal related files in one place - automatically populated from your emails.

Files tab in a Streak box with a list of attached documents including images, PDFs, Word files, and timestamps showing when each was added.

Call and meeting records

Generate action-focused meeting agendas from your deal history. Take notes and schedule next steps so nothing slips through the cracks. Pull in call and meeting recordings from your calendar.

Video call interface with meeting notes on the side, showing AI-generated follow-up task suggestions like confirming a delivery schedule.

AI-powered deal summaries

Get up to speed quickly with deal history summaries and plan your next steps.

AI-generated deal summary and suggested tasks panel in a Streak pipeline, summarizing a conversation with Crave Cafe and recommending next steps.

Deal Q&A

Ask questions about any deal and get instant answers from your deal history—key updates, decisions, and open questions, all surfaced by AI.

Streak AI answering a sales question within a pipeline, summarizing customer feedback and suggesting the next step to send a formal quote.

Pipeline filters

Filter, sort, and group your deals to focus on the most relevant opportunities.

CRM pipeline view with filters applied by deal size, grouped by assignee, and task-related metrics visible in the sorting dropdown.

Roles and permissions

Assign different levels of access permissions (or roles) to different users on each individual pipeline.

Sharing settings for a Streak pipeline showing team-wide and individual access levels, with options to add people and toggle email auto-sharing.

Shared contact database

Your team can collaboratively build contact and company lists so it's clear who's working with who.

Contact enrichment

Using data from LinkedIn and social media when available.

Track contacts across pipelines

Add contacts to your team’s pipelines to track them as sales leads, job candidates, and more.

Contact record showing involvement across multiple pipelines, with activity recency and current stage for each.

Contact interaction timeline

See every email exchanged between your team and a contact.

Contact activity timeline showing recent emails and pipeline involvement, with linked profiles and categorized views across multiple pipelines.

Add contacts to mail merge

Reach out to your contact list with personalized, mass emails from your own Gmail account.

Interface showing contacts selected for initiating a new or existing mail merge.

Avoid duplicate outreach

Get notified if your team has already contacted someone before sending an email.

Smart compose prompt showing prior interactions with a contact, including which pipelines and teammates have communicated with them before.

Good data in, good data out

Streak automates data entry and ensures consistency, so your reports and analysis are always based on accurate, up-to-date information.

Automated data entry

Use AI to scan emails for relevant data and automatically update your CRM.

Streak AI autofill feature extracting deal information like business name, region, and deal size from an email into custom CRM columns.

Data validation

Create rules and custom messaging to keep your pipelines complete and uniform, making them the source of truth for your deals.

Error message preventing a deal from being marked as Closed-Won due to missing required fields like Region and Deal Size, with options to fix or override.

Formula columns

Add calculations and logic to your pipelines using natural language prompts—fine tune the code, if you want.

Calculated commission column using a formula based on deal size.

Magic columns

Realtime data points logged for every deal—keeping your pipeline fresh without manual entry.

CRM table view showing deal data sorted by last interaction, with a dropdown to choose other magic column options.

Know what to do next

Task management and notifications help your team prioritize and focus on the highest-impact work.

Pipeline notifications

Respond to deal activity quickly and keep your pipeline moving with real-time updates.

Desktop notifications showing CRM pipeline updates like deals being closed and emails being viewed.

Task management

Track follow-ups and assign tasks to team members so nothing slips through the cracks.

Task list showing upcoming activities with one-click follow-up options like Email, Call, and Event buttons for each contact and deal.

Inbox heads-up

Surface important pipeline filters at the top of your inbox, so your highest priorities are always front and center.

Heads-up in Gmail showing pipeline records that require the user's attention.

Know whats working

Analyze pipeline activity, measure team impact, and share results with flexible reporting and exports.

Reports dashboard

Build a reporting view tailored to your workflow, with flexible filters and charts to highlight the data that matters.

Sales dashboard with charts showing deal values by person, sales funnel stages, interaction summaries, and value of closed-won deals.

Scheduled exports to Google Sheets

Regularly export CRM data to Google Sheets for custom reporting and dashboards.

Pipeline data export settings panel with options to schedule exports to Google Sheets, select included data types, and choose a frequency.

Connect to everything

Sync Streak with lead capture forms and the rest of the tools in your stack.

Direct integrations

Out of the box connectors to popular apps.

Grid of popular productivity and communication app icons like Slack, Gmail, Google Sheets, and Zapier, indicating direct integration options.

Zapier integrations

Connect 9000+ apps via Zapier to build workflows across all your tools.

Powerful API and Webhooks

Custom integrations with internal systems and third-party apps using our clear, developer-friendly API.

API documentation interface for developers, displaying task and webhook endpoints with sample cURL requests and support for multiple programming languages.

Make calls from Streak

Dial and start taking notes in one click.

Automate the drudgery

Eliminate manual work by automating repetitive tasks, lead capture, and pipeline updates.

Capture leads from forms

Go from website visitor to CRM prospect without manual entry.

Google Form submission being auto-captured into a CRM pipeline row, mapping answers like company name, region, and roast preference into structured fields.

Deal updates in Slack

Real-time alerts notify your team when deals are assigned, updated, or closed.

CRM pipeline stage change notification posted automatically to a Slack channel, showing deal, assignee, and deal size.

CRM automation

Automate repetitive tasks like lead assignments, task creation, and follow-up.

Visual automation builder for Streak workflows, setting triggers like “box hasn’t moved” and actions such as Slack messages and task creation.

Scale your email outreach

Personalized campaigns, engagement tracking, out of office detection and customizable sequencing

Mail merge

Send personalized, mass emails from your Gmail inbox.

Follow-up sequences

Schedule email follow-up sequences to boost engagement and response rates or create lightweight email marketing sequences.

Email sequence interface with automated follow-up messages triggered by no reply, including wait times and personalized merge fields.

Campaign performance tracking

See engagement metrics for your campaigns and compare which ones perform best.

Mail merge campaign dashboard showing email engagement stats like sent, viewed, clicked, replied, and unsubscribed, along with recipient statuses.

Shared email snippets

Save time on repetitive messages and ensure consistent messaging across your team.

Email composer with a searchable menu of email snippets, organized by use case and contributor.

Email view and click tracking

See when people engage, follow up at the right time.

Email interface with link and view tracking enabled, showing detailed recipient activity including location, views, and clicks on proposal links.

Get started quickly

Create a fully-customized pipeline, import your contacts and data, and get actionable insights from your team’s deal history in less than 15 minutes.

Inbox data scraping

Scan your inbox for contacts and leads to add to your pipelines.

Gmail inbox with Streak pipeline tags like Sales, Marketing, and Support attached to emails, helping identify deal-related emails.

Data import

Import contacts and CRM data from a CSV file, Google Sheet, or Excel spreadsheet

CRM pipeline interface importing data from Google Sheets, CSV, and Excel formats.

Pipeline templates

Choose a user-tested pipeline template or generate with AI, then quickly customize for your unique needs.

Customizable sales pipeline view with editable deal stages and fields, organized under different templates like Sales, Orders, and Projects.

Mobile apps

Access your CRM data from anywhere to check in on a deal or update information during a client visit.

iOS and Android mobile apps

Designed to give you exactly what you need on the go, and nothing more.

Gmail app integration

Add emails to Streak or view deal data right from the mobile Gmail app.

Caller ID

See Streak contact information in the call screener.

iPad specific CRM

More screen space for more productive sessions