Streak CRM for Gmail
A CRM integrated directly into Gmail that streamlines sales, support, hiring, and project workflows within the inbox.
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Product Overview
What is Streak CRM for Gmail?
Streak CRM is a powerful customer relationship management tool built natively inside Gmail, enabling users to manage sales pipelines, support tickets, hiring processes, and project tracking without leaving their inbox. It organizes emails and business workflows into customizable pipelines and boxes, supports team collaboration, automates repetitive tasks through native integrations and Zapier, and enhances productivity with AI-powered features. Streak’s deep integration with Google Workspace apps like Calendar and Drive makes it a seamless extension for Gmail users.
Key Features
Native Gmail Integration
Operates fully within Gmail, allowing users to manage CRM activities directly in their inbox without switching apps.
Customizable Pipelines and Boxes
Create and tailor pipelines for sales, support, hiring, fundraising, and project management with flexible stages and data columns.
Team Collaboration
Share pipelines, emails, contacts, and tasks with team members for real-time collaboration and communication.
Automation and Native Integrations
Automate workflows with built-in integrations for apps like Calendly and Typeform, plus support for over 9,000 apps via Zapier.
Email Tracking and Mail Merge
Track email opens and link clicks, send personalized bulk emails, and automate follow-ups to boost engagement.
AI-Powered Productivity Tools
Leverage AI for data entry, deal summaries, Q&A, and generating call and meeting agendas to save time.
Use Cases
- Sales Pipeline Management : Track leads, deals, and customer interactions to close sales efficiently within Gmail.
- Customer Support Ticketing : Manage incoming support requests and collaborate on resolutions using shared pipelines.
- Hiring and Recruitment : Organize candidate pipelines, track interview stages, and coordinate hiring workflows.
- Project and Task Tracking : Monitor project progress and assign tasks to team members, keeping everything centralized in Gmail.
- Email Marketing and Follow-ups : Send targeted bulk emails, track engagement, and automate follow-ups to increase response rates.
- Team Collaboration and Communication : Enable seamless sharing of customer data, emails, and notes to improve team alignment and productivity.
FAQs
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