Product Overview: Streak CRM for Gmail
Streak CRM is a powerful customer relationship management (CRM) tool designed to integrate seamlessly with Gmail and other Google Workspace (formerly G Suite) applications. This integration allows users to manage sales, customer relationships, and various business processes directly from their Gmail inbox, eliminating the need to switch between multiple applications.
Key Features and Functionality
Gmail Integration
Streak CRM is embedded directly into your Gmail inbox, allowing you to track deals, relationships, and other business processes without leaving your email environment. It also syncs with Google Calendar and Google Drive, ensuring all your data is centralized and up-to-date.
Customizable Pipelines
Streak enables you to create and manage customizable pipelines for tracking deals, support tickets, fundraising, investments, orders, and more. These pipelines can be shared across teams, and you can filter, sort, and group data to identify bottlenecks and prioritize tasks effectively.
Task Management
The “Upcoming” task management feature helps you organize and prioritize your daily tasks. You can set reminders, assign tasks with due dates, and ensure that your team is aligned on their responsibilities.
Email Power Tools
Streak includes several email power tools such as:
- Mail Merge: Send personalized emails to multiple recipients with automated follow-ups to increase response rates.
- Email Tracking: Track when your emails are opened and when links within them are clicked.
- Send Later: Schedule emails to be sent at a later time, and use the snooze function to remind you about emails that need follow-up.
- Thread Splitter: Separate merged email threads to maintain clarity and organization.
Collaboration & Team Management
Streak is optimized for team collaboration, allowing you to share pipelines, track team progress in real-time, and manage permission levels. You can set up teams, invite new users, and share contacts, emails, files, and other necessary data.
Automation & Integrations
Streak integrates with various apps through Zapier and offers an open API for automating workflows. This allows you to connect external tools and streamline repetitive tasks, enhancing productivity and efficiency.
AI Co-pilot
The AI Co-pilot feature enhances productivity with AI-powered data entry, deal summaries, Q&A, and call & meeting agenda generation. This helps in automating routine tasks and providing valuable insights.
Mobile Access
Streak offers mobile apps for Android and iOS, enabling you to access and update your CRM on the go, ensuring you stay connected and productive even when you’re not at your desk.
Security & Privacy
Built on the same cloud infrastructure as Gmail and Google Workspace, Streak ensures rigorous security and privacy standards, providing a secure environment for your data.
Use Cases
Streak CRM is versatile and can be used for various business processes beyond traditional sales and customer relationship management. It is suitable for project management, recruitment, fundraising, content creation, and IT support, among other use cases. This flexibility allows you to build workflows for any process that can be broken down into steps.
In summary, Streak CRM for Gmail is a robust and customizable CRM solution that integrates seamlessly with your Gmail inbox, offering a range of features to boost productivity, enhance collaboration, and increase efficiency. Its ability to automate tasks, track emails, and provide AI-driven insights makes it an invaluable tool for professionals and businesses looking to streamline their workflows.