Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
CRM (Customer Relationship Management)
Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
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.Read MoreRather 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
Integraciones
Get Boxes on PIpeline
Internal trigger, do not use.
Box Change Pipeline
Triggers when a Box is moved between Pipelines.
Box Change Stage
Triggers when a box changes Stage.
Updated Box
Triggers when a Field on a Box is updated.
Box Email Received Count Change
Triggers when the counter for emails received on a box changes.
New Comment
Triggers when a Comment is made on a Box in a Pipeline.
Contact Deleted
Triggered when a contact is deleted (not removed from a box).
Updated Contact
Triggered when a contact is updated.
Authentication Trigger
Internal use for Auth only.
New Box (Old)
Triggered when a new box is created or when a box is moved to a specific stage.
New Box Email Address (Old)
These are email addresses that have been added to a Streak box in some way.
New Box Email Address
Triggers when a thread from a new email address is attached to a box.
New Box
Triggered when a new box is created.
New Contact
Triggered when a new contact is created.
New Organization
Triggers when a new organization is created.
New Pipeline
Triggered when a new pipeline is created.
New Stage (Old)
Triggers when a new stage is added to a pipeline.
New Stage
Triggers when a new stage is added to a pipeline.
Organization Deleted
Triggers when an organization is deleted (note: this is not for when an organization is removed from a box).
Updated Organization
Triggers when an organization is updated.
Get Tasks on Box (Old)
Internal trigger, do not use.
Task Complete
Triggers when a Task is completed.
New Task
Triggers when a Task is created.
Task Due
Triggers when a Task becomes due, but it not yet completed.
Add Contact to Box
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
Add Organization to Box
Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.
Create Comment
Create a comment on a box.
Create Email Filter
Create an email filter that's part of a box.
Create Task
Create a new Task on a Box.
Edit Box
Edit fields, stage, assigned to, name and notes on an existing box.
Edit Task
Edit a task by providing box key and task text or by providing a task key.
Get File by File Key
Retrieve a file by providing the file key.
Get Full Thread by Key
Gets a full unified thread given a thread key.
Link Boxes
Link multiple boxes together.
Create Meeting / Call Log
Create a new Meeting or Call Log on a box.
Update Contact
Update a contact by providing a contact key.
Find a Box by Key (Old)
Fetch a box using the Box Key.
Find a Contact by Key (Old)
Find the details of a contact by providing the contact key.
Find Primary Contact by Box Key (Old)
Find a contact's information from a box. Will return the first starred contact or, in the case that none are starred, the first contact.
Find a Contact
Searches for an existing contact by contact key, box key, or other information (like email address).
Find a Contact (Old)
Searches for an existing contact.
Find an Organization
Searches for an existing organization.
Find a Box
Find a box by name, key, or fuzzy query.
Find a Box (Old)
Searches for a box either by a query or exact name (case sensitive).
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