Streak Updates

Streak mention · January 18, 2018

The 10 Best CRMs for Small Business in 2018

Business is increasingly challenging, especially for small teams trying to keep up with larger competitors. You might not be able to match them on price or get your products in front of as many people. Your best advantage is that you can give your customers more of a personal more
Streak mention · December 18, 2017

How a Whitewater Rafting Business Automatically Processes Forms

Running the family business comes with its own unique stresses and expectations. There's the brand—established before you were born—and, tied into that, a standard that customers expect. Plus, the day-to-day operations and maintenance required of any company. Add whitewater, rafts, camping, and adventures and you get more
Streak mention · October 31, 2017

Streak Automatically Links Customer Data with Support Requests

Customer support comes with inherent challenges. Namely, support reps tend to work with customers on less-than-their-best day. Because of this, camaraderie and collaboration naturally evolve within the best teams. Teammates share helpful language, search tips, and find ways forward when issues arise. Andrew Stewart works on growth and customer more
Streak update · September 27, 2017

Updates for Streak: Use Zaps to Find Existing Contacts Then Add Them to Boxes

Build a sales process that's easy to execute by keeping details about your contacts on hand within Streak. Zapier's Streak integration was just updated so important details about your contacts are automatically organized. Now you can set up Zaps that automatically find existing contacts or organizations in more
Streak update · July 12, 2017

Streak Update: New Ways to Use Formula Columns to Filter your Zaps

If you're a user of the Streak-Zapier integration, you probably know the power of Streak's formula columns. Now, you can use these to filter your Zaps even if the value is 0. For example, if you have a formula column that calculates number of hours until first more
Streak mention · June 7, 2017

The 16 Best Free CRM Apps

Ever gotten on a call with someone, only to mispronounce their name or forget which company they work for? Perhaps you needed to email the finance team at a supplier, but can't remember who to contact? That's why you need a CRM or customer relationship manager. Like more
Matthew Guay
Written by Matthew GuayLast updated September 25, 2018

CRMs can be some of the more confusing apps when you first start using them. There’s contacts to add, leads and deals to track, and yet another place to store your messages and notes about your customers and clients. So why not keep everything in the one place it already lives: your inbox?

Google Contacts gives you some basic CRM power right inside Gmail, but when you need more tools to track your messages and interactions, see quickly what needs followed up on, and make sure your messages are getting sent when they’re needed and read when they’re received, Streak is the next CRM you should consider.

Rather than being another app account to setup, Streak is a plugin for Safari and Google Chrome that superpowers your Gmail email. To start using it, just install the plugin from Streak’s site, then open your Gmail inbox and you’ll find it ready to get to work. It’ll first ask you what you’d like to track in Gmail: traditional CRM leads and deals, fundraising prospects, story leads, potential hires, mail support, and more. Any business process that revolves around email is a perfect fit for Streak.

Once you’ve selected the way you’d like to use Streak, go ahead and use Gmail as normal, and you’ll start noticing little Streak extras throughout your experience. You’ll likely notice a few email enhancing features first. When you’re writing emails, you’ll see an option to schedule when an email will be sent—a great way to write emails ahead of time and have them arrive, say, after your company has launched a new product that’s still secret at the moment. There's also a mail merge tool to send similar emails to multiple contacts, snippets to help you write common emails faster, and more.

Then, there are the CRM features, which are centered around Streak’s box and Pipeline features. When you’re looking through your emails, you can sort them into boxes based on the contact or company, and Streak will then automatically sort emails from that company into appropriate boxes and shows you relevant tasks and conversations in the sidebar whenever you’re reading an email from them. You’ll then be able to look over every conversation in boxes in your Pipelines, the place where you’ll progress through your deals, keep track of conversations, and keep comments about that contact. And, you can share your boxes and pipelines with your team, giving you an easy way to share your emails with your team members and collaborate on the contacts that’ll need followed up with.

Streak's free for its basic CRM features, and is a great option if you need a simple CRM for personal use. Its paid plans then let you bring its full CRM power to your team to organize your email into actionable boxes and make sure you follow up with leads.

If you love Gmail and want to make it a more powerful place to keep track of your business interactions and give your emails more flexibility, Streak is a great choice. It’s simple to use, and integrates so nicely with Gmail that you’ll quickly forget that its features aren’t just a built-in part of your email app.

Originally published September 18, 2015; updated September 25, 2018 with new pricing and features

Have any feedback on this overview, or something we should change? Let us know!

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn More