23 templates to automate your CRM in Gmail
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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: firstname.lastname@example.org (in return, we’d appreciate feedback and bug reports).
Recently, we’ve brought you spreadsheet improvements (multiple box edits including copy/paste), Power Tool Refresh, and version 2.0 of Mail Merge.
Our next development sprint will focus on the box “Contents” section. We’re adding specialized features to help you manage Tasks, Call Logs, and Meeting Notes. These features will immediately take advantage of a new Google Calendar integration.
This development cycle is meant to address this question:
Addressing that question will be much easier with the new Tasks and Calendar integration (plus Call logs and meeting notes when released). (Disclaimer: The images below are just a preview, and the final version may look or function differently than shown)
The major news is that we’ll be combining renaming our current Reminders to Tasks. They won’t just be renamed of course, we’re adding a whole bunch of new functionality to them.
As a quick reminder, the current box detail view:
Annnnnd… the new box detail view showing tasks!
Sweet — let’s click on a task so we can see the new Tasks popup:
You’ll recognize the familiar date menu — this will not only give you email reminders of due tasks but also show your tasks directly in Google Calendar:
In the same way you use ‘Assigned To’ for easy box management, each tasks will have an ‘assigned to’:
Finally, the always satisfying “Task complete” screen!
Send us your thoughts! Here are a couple of items that might help you get started thinking:
(…if you aren’t excited by the idea of tasks, what could we build to excite you?)