Streak

Streak is a Gmail-native CRM for teams that manage sales and customer relationships inside their inbox. It combines pipelines, shared email history, tasks, reporting, and AI-assisted data entry.

销售助手 AI CRM助手 AI邮件助手 AI团队协作

访问网站

Gmail-native CRM for teams

Streak is a CRM built directly into Gmail for teams that want to manage sales and customer relationships without leaving their inbox. The product pages position it as a pipeline-based workspace for tracking deals, contacts, tasks, and email history in one place.

It supports shared and private pipelines for multiple business processes, along with AI-assisted data entry, reporting, permissions, and integrations. The pricing page shows plans for individuals and teams, including Pro, Pro+, and Enterprise, with more advanced controls and support available on higher tiers.

Core features

Pipeline management

Track deals, candidates, leads, and other records in unlimited pipelines directly inside Gmail. Shared pipelines keep the team aligned on the same workflow.

Email sharing and logging

Automatically log email activity, share relevant threads, and keep a complete interaction history tied to each deal or contact.

Tasks, comments, and notes

Add tasks, reminders, deal comments, call logs, and meeting notes so follow-ups and context stay attached to the record.

AI-assisted CRM work

Use AI to summarize deals, answer questions from history, autofill fields, generate formulas, and create meeting agendas from prior conversations.

Reporting and exports

Analyze activity with reports, filters, dashboards, and exports, including scheduled exports to Google Sheets.

Access control and integrations

Set roles and permissions, enforce data validation, and connect with Gmail, Calendar, Drive, Sheets, Chat, Zapier, LinkedIn, dialers, and direct integrations.

Common ways teams use Streak

Sales pipeline management
Manage prospects, deal stages, and follow-up work inside Gmail while keeping every email tied to the right record.
Recruiting coordination
Track candidates, shared notes, and team access across hiring stages using private or shared pipelines.
Customer relationship management
Organize customer conversations, reminders, and contact history so account handoffs and follow-ups stay visible to the team.
Team workflow management
Use pipelines, tasks, comments, and permissions to coordinate repeatable internal workflows such as dealflow or project-style processes.
Reporting and analysis
Build reports, exports, and filters to review pipeline activity and monitor progress without leaving the CRM.

Pros and Cons

Pros

Lives inside Gmail, which reduces context switching for teams that work in email all day.
Supports shared pipelines, task tracking, comments, notes, and email history in one record.
Includes AI tools for summaries, autofill, deal questions, and formulas.
Offers reporting, exports, permissions, and data validation for more structured team use.
Connects to Google Workspace, LinkedIn, Zapier, dialers, and direct integrations.

Cons

The source does not provide a full list of plan limits, so readers need to review pricing carefully before choosing a tier.
Most of the product’s value depends on Gmail-based workflows, so teams looking for a standalone CRM experience may find it less suitable.

FAQ

How does Streak fit into Gmail?

Streak is designed to live inside Gmail, so teams can manage deals, contacts, tasks, and follow-ups without switching to a separate CRM interface. The product pages emphasize Gmail integration, shared pipelines, and automatic email logging.

Does Streak offer different plans?

The pricing page shows plans for individuals and teams, including Pro, Pro+, and Enterprise. It also includes free email and link tracking tools, while the full CRM features are organized by plan.

What can teams use Streak for besides sales?

Streak supports sales pipelines, hiring, dealflow, and other shared business processes through private and shared pipelines. The feature page also describes contact tracking, task management, reporting, and AI-assisted summaries.

What integrations does Streak support?

Streak’s feature pages point to Google Workspace integrations, LinkedIn integration, direct integrations with tools such as Calendly, Google Forms, Typeform, and Slack, Zapier support, and an API for internal systems.

Is Streak available on mobile?

The source highlights native iOS, iPad, and Android apps, plus add-ons for mobile Gmail. This suggests the core workflow is built for Gmail users who also need mobile access.

Quick Facts

Category: CRM
Primary platform: Gmail
Supported apps: Native iOS, iPad, and Android apps
Integrations: Google Workspace, LinkedIn, Zapier, dialers, and direct integrations
Pricing model: Paid plans for individuals and teams; free email and link tracking tools are also listed
Source domain: streak.com