Sales CRM in Gmail

Inbox-based tools to capture leads, follow up fast, and manage sales pipelines.
The logo of Chrome Web Store.
4.5
6,500+ ratings
The logo of G2.
4.5
250+ ratings
The logo of Capterra.
4.5
480+ ratings

Sales reps lose time tracking follow-up and updating their CRM. Streak automates sales playbook steps like enriching contacts, routing new leads, and sending early-stage emails so your team spends more time talking to leads and closing deals.

Ask ChatGPT for an unbiased review

Don't just take our word for it

New chat
Search chats
Today
Evaluate popular CRMs
Analyze monthly sales
Previous 7 days
Pipeline health check
Outbound strategy
Proposal follow-up tips
Invite members
ChatGPT
How do Streak’s inbox features compare to some of its competitors?
Sure! Here’s how Streak’s inbox features compare
Below is a table about how Streak stacks up against other CRMs when it comes to Gmail-native functionality.
Area
Feature
Streak
Pipedrive
Hubspot
Close
Copper
Works inside Gmail
Can you view and edit your full CRM pipeline directly inside Gmail?
✅ Fully native pipeline inside Gmail (no redirects)
❌ Requires opening Pipedrive web app
❌ Must use HubSpot CRM UI
❌ Gmail extension only; main work done in Close app
⚠️ Sidebar only; no full pipeline in Gmail
Sync fidelity
Do emails auto-log to the correct deal without BCC rules?
✅ High fidelity — logs automatically via Gmail permissions
⚠️ Often requires BCC or extension rules
⚠️ Rules-based logging; sometimes inconsistent
✅ Strong logging, though prefers Close’s own inbox
⚠️ Similar to Pipedrive/HubSpot
Inbox → CRM actions
Can you change pipeline stage or edit fields from an email thread?
✅ Yes — edit stages/fields in Gmail
❌ Must switch apps
❌ Must switch apps
❌ No
⚠️ Limited editing in sidebar
Outreach inside inboxk.
Can you send mail merge campaigns from Gmail?
✅ Yes — mail merge built directly into Gmail
❌ No Gmail-native mail merge
❌ No Gmail-native mail merge
❌ No
⚠️ Basic sequences, not fully Gmail-native
Automation triggered by email
Can new inbound emails auto-create deals/leads?
✅ Yes — new threads can auto-create pipeline items
⚠️ Possible with rules, not inbox-native
⚠️ Possible with workflows
⚠️ Partial
⚠️ Partial
Lead capture & nurturing

Start the day with a sales pipeline full of new leads

Capture and engage new leads with sales automation so reps can start the day with actual selling, not data entry.

Gmail interface showing a Wholesale Coffee pipeline with 7 new leads; table lists Cafe Delicia, Perk & Pour, and The Hive with creation dates, creators, and deal sizes; notification indicates a new box Cafe Delicia was added.
Seven interconnected app icons including Google Forms, Webflow, and other productivity tools on a light background.

Lead capture

Integrate with forms and schedulers to automate lead capture in your sales pipeline.

Screenshot of a Gmail email draft with the greeting line showing 'Hey <contact_givenName>' in bold and highlighted text.

Automated lead nurturing

Automate first touches that start conversations and move new leads into the sales process.

LinkedIn profile snippet showing Adem Lane, Head of Operation at Crave Cafe, with Connect and Send to Streak buttons.

LinkedIn integration

Add prospects to Streak directly from LinkedIn.

Flowchart connecting Google Forms, Gmail, Slack, and Notion icons, each with a checkmark.

CRM automation

Automatically update stages and details in the sales pipeline when leads engage.

User profile photo below icons for social media platforms including X, Instagram, LinkedIn, Facebook, and WhatsApp.

Lead enrichment

Write custom AI prompts to research and qualify leads before a rep enters the deal.

Notification from Streak app in #wholesale-coffee channel stating a new box Morning Cup has been assigned to Nicolas Trevino.

Lead routing

Automatically route qualified opportunities to reps with instant Slack or email alerts.

Custom pipeline setup

Identify top deals with custom pipeline filters

“I want to see all high-value opportunities over $50k from this year, sorted by deal size high to low and grouped by stage.”

Aleem, CEO
Stylized blue and gray illustration of a woman with long hair wearing a blazer.
Digital red and white illustration of a smiling man with curly hair and a beard wearing a round-neck shirt.
Blue and white digital illustration of a smiling man with short hair and a beard wearing a collared shirt.
Illustration of a smiling woman with long hair and a round earring.
Gmail interface showing a filtered sales pipeline titled 'High-value deals 2025' with deals over $50,000 grouped by stage, listing leads like Cafe Delicia and Perk & Pour with deal sizes and last contact dates.
Screenshot of a Gmail filter view showing high-priority referred deals for Wholesale Coffee, grouped by assignee and sorted by company size, listing deals with names, stages, company sizes, and lead sources.
Gmail interface showing a Wholesale Coffee email pipeline filtered by last email date before 14 days and assignee 'Me,' grouping emails by sender with counts for amy@arbutus.com, jon@thehive.com, and sarah@beanhaven.com, plus a table listing clients, stages, dates, and assignee Amy.
Gmail interface showing a filtered lead list for Wholesale Coffee with leads grouped by source: 26 from Instagram, 30 from Reddit, 11 from Facebook, and details of Instagram leads including Velvet Brew and The Roam Cafe.
User interface with three filter tags: Deal size greater than $12,000, Date created sorted from oldest to latest, and Group by Region.

Pipeline filters & segments

Create custom pipeline views to see hot deals likely to move forward, ones without recent interaction, or within a target segment.

Gmail sidebar menu displaying a Wholesale Coffee label with subcategories Need push, US deals, Hot deals, and Recurring deals with corresponding icons.

Saved views

Save your favorite filters, sorts, and groups as reusable views you can return to anytime.

Task list for next week showing two tasks: 'Send deal proposal' with event and email tags due in 2 days, and 'Follow-up with Amaya' due in 3 days.

Task management

Track follow-up that moves the deal forward like “Send proposal” or “Confirm next meeting,” and sync tasks to Google Calendar.

Text input box containing the question 'When did this lead say they'd get the signed proposal back to us?' with a Comment button, an Ask button, and a blue send arrow icon.

AI deal queries

Ask questions in natural language to instantly find the latest buyer updates, meeting notes, objections, or next actions in the opportunity.

Bar chart showing interaction counts for last 9 months with blue, red, and yellow bars for March, June, September, and December 2024.

Sales reporting

Create dashboards that visualize stage conversion rates, team performance, and pipeline health.

Text box titled Deal summary with note: TL;DR: We are waiting on their sample feedback.

Smart deal summaries

Generate AI summaries that outline decision-maker involvement, pricing conversations, objections, and next steps to move the opportunity forward.

Scale outreach

Scale personalized sales outreach from Gmail

Transform Gmail into a sales outreach tool with tracked mass emails and templates built right into each rep’s inbox.

Recipients (7)
Eduard Franz
eduard@cravecafe.com
Lana Steiner
lana@purepour.com
Drew Cano
drew@secondcup.com
Lori Bryson
lori@thehive.com
Koray Okumus
koray@embercafe.com
Brianna Ware
brianna@sipsociety.com
Noah Pierre
noah@brewhaven.com
Give it a try

Mail merge

Send emails at scale to entire segments—warm leads, post-demo prospects, or stalled deals—using variables to personalize for each contact.

Email tracking

Email tracking tools show when and how many times emails have been viewed and links have been clicked for real-time engagement metrics.

Email templates

Create shareable email templates for common sales questions like pricing details, support contacts, or team handoffs.

Team-wide deal visibility

Give reps and managers a clear, shared view of every opportunity

Streak tracks all emails, updates, files, and interactions in a single timeline, enabling smooth handoffs and clear team alignment.

Shared email visibility

Automatically log emails in each deal to provide context, avoid awkward double emails, and make handoffs smoother.

Complete activity history

A single timeline of all team activity gives reps and managers complete context at a glance.

Call logging

Take notes and use AI-generated agendas to focus conversations on qualification, next steps, and blockers.

Document tracking

Connect with Google Drive or upload documents to keep quotes, contracts, and handoff instructions attached to each deal.

Chat interface showing conversation timeline for Wholesale Coffee to Crave Cafe, including messages from Bailey Lin, Nicolas Trevino, and Sally Mason about seasonal lots, cafe openings, and contact status updates.
Team collaboration

Coordinate follow-ups, tasks, and handoffs as a team

Shared workspaces and collaboration tools keep sales reps aligned on next steps, so nothing gets lost in long Slack or email threads and every opportunity stays on track.

Wholesale Coffee workflow with four blue arrows and colored markers labeled Sally, Sherry, and Nicolas below the arrows.

Shared pipelines

Work together in shared pipelines so your whole team stays aligned on every deal.

List showing people with custom access: Bailey Lin with email bailey@arbutus.com as Sale reps, and Ashwin Santiago with email ashwin@arbutus.com as Viewer.

Custom roles and permissions

Control who can view or edit each pipeline or opportunity as the team grows.

Task assignment interface for Crave Cafe with a cursor hovering over an 'add people' icon and a task due in 2 days assigned to a user.

Assign tasks to teammates

Hand off follow-ups or next steps by assigning tasks directly in the pipeline.

Chat between Bailey Lin and Nicolas Trevino where Bailey asks Nicolas to highlight seasonal lots, and Nicolas agrees to flag it when following up.

Tag teammates in comments

Use @ mentions in comments to loop in the right people and keep decisions tied to the opportunity.

Email snippet titled Sample recommendations at 9:45am, mentioning Nicolas and Ava with two image attachments labeled About us.png and Pricing.png, and an option to Reply.

Covering someone’s OoO

Jump into threads—even without being cc’d—and pick up the conversation naturally.

Contact card for Ava Bentley from cravecafe.com showing icons for email, phone, calendar, message, and video call, with a note that Bailey L emailed 3 days ago and a link to see history.

Avoid awkward double emails

Get notified if a teammate already contacted the lead before hitting send.

Resources

Get world-class support from initial setup through scaling your team

Onboarding & training

Get personalized onboarding and hands-on training from Streak experts to get you off to a strong start.

Concierge implementation services

Hands-on custom CRM setup for advanced automations and highly-customized workflows.

Setup your own playbook

Describe your workflow in plain language and Streak instantly builds a fully customized pipeline for you.

Streak University video lessons

Access guided tutorials and step-by-step lessons to learn Streak at your own pace.

Weekly classes

Join weekly ongoing live classes to learn best practices, ask questions, and stay sharp on Streak features.

Knowledge base

Browse clear articles covering everything you need to know to use Streak effectively.

Real sales teams love Streak

😠 🙁 😐 😃 🤩

I credit Streak with growing my wholesale business 100%. I was chipping away at trying to get my products into new shops and Streak opened up an automation window that I didn't know existed! It has been easy to implement and grow my business with!

Rebecca Woolbright
Jan 9, 2025
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

Been using Streak for almost 10 years across 3 companies! It's a great CRM for my sales team, but also myself as a tool to help me with fundraising and keeping track of partners. Can't beat how integrated it is into my Gmail workflow!

Chris Buttenham
Oct 4, 2024
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

I use Streak to setup pipelines for managing hundreds of contacts across different functions such as sales, affiliate partnerships, vendors, and more. The contact management aspect is highly customizable to capture as much info as needed and the paid plans scale to fit my growing needs.

Jesse B.
Feb 14, 2024
Business Owner
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

Streak is a great product. I have used the software as a sales tool for my sales pipeline and then after being promoted I continued to use Streak as a Business Development Manager. With Streak I can keep track of all my communication, notes, and contacts very easily all in one place.

Jarret
Aug 22, 2023
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

I have been using Streak since 2018, and I am absolutely satisfied with it. The CRM has all the necessary features, and the best part is that I don't have to leave my Gmail account to use it. As a manager, Streak has been invaluable for me to track leads and prevent anything from slipping through the cracks. The new AI launch has been a game-changer, especially the autofill feature. My team doesn't have to worry about filling out all the boxes manually anymore, making everything so much easier.

Frankie Gonzalez
Product Hunt
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

I actually love Streak. It is so easy to use and it makes working actually fun. So easy to keep everything well organized and so easy to look back to find it all. I highly recommend.

Tammy Mahaffey
Nov 4, 2024
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

Streak is truly a collaborative tool that enables our team to work together to manage workflows, sales leads, and information storage.

Michelle L.
Jun 22, 2022
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

I am very happy. I use it every day, I have several Pipelines that help me see where each client is, or if I need to follow up to try to push the sale.

Luisa S.
Dec 26, 2022
CEO
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

I use it and love it.
I try to funnel all our sales through email, so it’s a good fit for the company. Plugs right into Gmail.
I use it to make sure I follow up with clients/leads when an email conversation hangs. I use the ‘snippets’ feature ALL DAY, and I use the scheduled sending all the time, too.

floodwayprintco
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

I tried a few different CRM programs, but they all felt cumbersome and difficult to get used to. I love that Streak works with a system I'm already comfortable with. I have found it to be super intuitive and easy to use, which is to say, I didn't have to spend a lot of time figuring out how to use it.

April Davila
Apr 21, 2023
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

Works really well inside of Gmail and also has it's own mobile app which is a huge bonus (similar apps work only in desktop web interface). Have had great results from the mail merge followup function.

Steve W.
Jun 18, 2023
IT Director
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

You need Streak for sales CRM if you’re using google suite!! Seamless interface right inside your gmail with the CRM tools. When a customer emails you, you automatically see everything about that account from your email. Your teammates can see all interactions as well. It's totally customizable and very easy to create your own tools specific to what you want to know and track about customers and the sales process / cycle.

Mary A.
Jun 21, 2022
National Sales Manager
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

We've been using Streak for many years and love the flexibility as it fits perfectly with our workflow. It's the core tool for keeping track of potential deals, active accounts, sales forecasting, and even serves as a great micro project management tool.

Ed Goss
Feb 5, 2025
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

I use Streak to setup pipelines for managing hundreds of contacts across different functions such as sales, affiliate partnerships, vendors, and more. The contact management aspect is highly customizable to capture as much info as needed and the paid plans scale to fit my growing needs.

Jesse B.
Feb 14, 2024
Business Owner
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

A flexible CRM that helps you collaborate with your team to manage customer relationships, track sales pipelines, run email campaigns, and integrate with the Google Workspace app.

Trisha Reddy Talasani
Feb 14, 2025
Startup Founder
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.
😠 🙁 😐 😃 🤩

Very flexible. Streak can be as basic or as detailed as needed. I just need something basic but quickly found I can expand its functionality. Their support pages are easy and clear. Video how tos are short sweet and comprehensive

David S.
Mar 10, 2022
President, Consumer Goods
The logo of Product Hunt.The logo of G2.The logo of Reddit.The logo of Intercom.The logo of LinkedIn.The logo of X.The logo of Capterra.The logo of Chrome Web Store.

Frequently asked questions

How does your billing work?

Streak charges a fee for each user on your team. You can choose to pay the fee monthly or pay for a year up front and save 20%.

Can I have team members on different plans?

Sorry, everyone on your team must be on the same plan

How do I sign up for the Enterprise plan?

Click the “Contact us” button and we’ll work with you to set up custom reporting, integrations, and other advanced features exclusive to the Enterprise plan. The Enterprise plan is available with annual billing for teams of 10 or more.

How do I sign up for a paid plan?

If you’re ready to sign up for a paid plan, install Streak, click the “Streak” button on the top right of Gmail and select “Upgrade”

Do you have plans for view only access?

We currently do not offer any different pricing for users who only need view access to Streak data.

*What is the mail merge limit for Gmail accounts?

Our mail merge limits are based on Google Workspace accounts (name@yourcompany.com). Personal Gmail accounts (name@gmail.com) are limited to 400 emails/day due to Google’s sending limits for Gmail accounts.

How do I make a yearly payment?

When signing up for a paid plan, Streak will ask if you'd like to pay yearly and receive a 20% discount.

What payment types do you accept?

We accept Visa, MasterCard, American Express, JCB, Bank wire transfers, Discover and Diners Club. Sorry, we do not accept PayPal.

Do you offer any discounts?

We offer up to a 20% discount for when you choose annual billing.

Still have questions?

Can't find the answer you're looking for? Feel free to chat with our friendly team!