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Sales CRM in Gmail
Inbox-based tools to capture leads, follow up fast, and manage sales pipelines.
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.
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.
Lead capture
Integrate with forms and schedulers to automate lead capture in your sales pipeline.
Automated lead nurturing
Automate first touches that start conversations and move new leads into the sales process.
LinkedIn integration
Add prospects to Streak directly from LinkedIn.
CRM automation
Automatically update stages and details in the sales pipeline when leads engage.
Lead enrichment
Write custom AI prompts to research and qualify leads before a rep enters the deal.
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
Pipeline filters & segments
Create custom pipeline views to see hot deals likely to move forward, ones without recent interaction, or within a target segment.
Saved views
Save your favorite filters, sorts, and groups as reusable views you can return to anytime.
Task management
Track follow-up that moves the deal forward like “Send proposal” or “Confirm next meeting,” and sync tasks to Google Calendar.
AI deal queries
Ask questions in natural language to instantly find the latest buyer updates, meeting notes, objections, or next actions in the opportunity.
Sales reporting
Create dashboards that visualize stage conversion rates, team performance, and pipeline health.
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.
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.
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.
Shared pipelines
Work together in shared pipelines so your whole team stays aligned on every deal.
Custom roles and permissions
Control who can view or edit each pipeline or opportunity as the team grows.
Assign tasks to teammates
Hand off follow-ups or next steps by assigning tasks directly in the pipeline.
Tag teammates in comments
Use @ mentions in comments to loop in the right people and keep decisions tied to the opportunity.
Covering someone’s OoO
Jump into threads—even without being cc’d—and pick up the conversation naturally.
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
😠 🙁 😐 😃 🤩
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
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!
