Streak CRM Features

Explore what Streak Software offers — from day-to-day workflows to advanced capabilities.

3 features

Visual Pipeline Tracking

You can create unlimited pipelines with Streaks CRM. You can organize deals, leads or projects into stages and drag and drop. Filters and search help you quickly find active or stalled records.

Flexible Workflow Control

You can tailor your pipeline to your liking, color-code workflows and apply customised layouts that reflect your process. This flexibility accommodates sales, hiring, fundraising and internal tracking, without clunky templates.

Personalized Email Outreach

Built-in mail allows you to send personalized emails using data from your pipeline. It manages preview messages before they are sent, resulting in fewer mistakes.

What Is Streak CRM ?

Streak is a CRM software for Gmail. It functions as a streak plugin that is built right inside your email inbox, so you can follow leads, opportunities, tasks and contacts without leaving your email.

Unlike traditional CRM management software, Streak focuses on simplicity. You view pipelines alongside conversations, update records as emails arrive, and search historical data using Gmail’s tools. This approach reduces onboarding time and helps teams adopt CRM workflows faster.

Streak CRM Pricing

The CRM streak cost operates on a subscription model.

Streak CRM  cost offers flexible pricing schemes for freelancers, small teams, as well as companies of all sizes.

  • Solo – $15 per user/month

Ideal for individuals or professionals, the Solo plan comes with private pipelines, 5,000 boxes, 800 daily mail merges, email tracking and templates, G Suite support, mobile apps and access from your phone or tablet, auto-boxing return emails to their relevant box, basic CRM features such as contact profiles and communication history integrated into Gmail/Outlook on the web and email Support.

  • Pro – $49 per user/month

Streak’s most popular option is the Pro plan. It provides private and shared pipelines, unlimited boxes, 1,500 mail merges per day, email tracking and snippets, advanced CRM features, standard API, basic permissions data validation G Suite integration mobile access auto-boxing email support

  • Enterprise – $129 per user/month

Constructed for companies that require extensive customization, Enterprise features Webhook API, custom data validation, custom permissions, priority support and custom billing.

For even larger teams or more advanced needs, you can reach out directly for a pricing and plan breakdown.

Users

Sales teams working deals within Gmail

  • Project teams that rely heavily on shared inboxes
  • Fundraising and nonprofit teams tracking donor pipelines
  • Hiring teams managing candidates through email

Integrations

CRM Streak integrates with:

  • Gmail and Google Workspace
  • Reporting and Exports via Google Sheets
  • Third-party tools through its API

How to Use the Streak Plugin?

Install the Streak Plugin

  • For Chrome, it is available on the Chrome Web Store.
  • For Safari, get it from the Mac App Store.
  • After you install the extension, open it and attach to your Gmail account.

Set Up Your Workflows

Track projects, leads, hiring, support tickets, or deal flow with Streak’s pipelines.

Add Stages and Columns

Stages and columns to structure your workflow. Design columns with checkboxes, pull-down menus, dates or freeform fields. Columns easily track  your data such as last received email.

Assign and Manage Boxes

Clients’ information is kept in boxes. Assign emails to boxes (single or multiple) for easy tracking, manage notes, tasks and reminders directly linked with comprehensive communication history.

You build pipelines for deals, projects or tasks. Every email is linked with a pipeline entry. As conversations evolve, Streak works behind the scenes to log activity over time, with timestamps and status updates.

You can filter, order and search pipelines if you are looking for a particular record.Members of the team have shared pipelines under permissions, which improves data visibility.

Choose Streak CRM for Gmail-Based Project and Sales Management

Streak CRM is most helpful for Gmail, though it can substitute other email providers such as Outlook. With its low cost, deep G Suite integration and team collaboration functionality through pipelines, it’s great whether you are looking to manage workflows in sales, project management or recruiting.

For more complex workflow automations or robust reporting, Streak can be limiting for businesses. For freelancers and small teams,  the Streak CRM add-on provides an easy, useful way to bring all of your customer data into one place.

Choose CRM Streak if you are looking for :

  • A CRM operates with Gmail
  • Faster adoption without complex setup
  • Lightweight dashboards, not heavy dashboards and pipelines
  • A light-weight alternative to traditional best CRM software
  • Pipeline And Workflow Capabilities
  • Visual Pipeline Tracking
Cloud-based deployment Included
Pipeline and deal tracking Included
Contact and lead management Included
Email and activity tracking Included
Sales forecasting and reporting Included
Team collaboration with permission controls Included
iOS and Android mobile apps Included
API for integration and customization Included

Pros

4
  • Works directly with Gmail
  • Easy to set up and use
  • Free plan available
  • Perfect for small teams and startups

Cons

3
  • Lack of higher level automation relative to enterprise CRM software
  • Reporting features are basic
  • Customer Support could be improved

Streak Software Reviews

Overall Rating

4

2 Review(s)

Rating Distribution

5

(0)

4

(2)

3

(0)

2

(0)

1

(0)

Share your experience
John S.

Consulting

Ease of use
8
Value for money
8
Customer Support
7
Functionality
8

My software review

Pros

The platform has been a dependable part of our daily operations. It handles core tasks smoothly and keeps everything organized without adding complexity.

Cons

Limited advanced customization options.

Damian K.

Technology

Ease of use
8
Value for money
9
Customer Support
7
Functionality
8

An excellent System

Pros

The software offers a good mix of features that support our workflow and improve efficiency. It covers most of our needs, though there are occasional areas where improvements could enhance usability. Still, it delivers solid value for the price.

Cons

Occasional lag in updates or syncing.

Frequently Asked Questions

CRM Streak lets you keep track of your deals, contacts, emails, call logs and message threads without leaving Gmail.

Yes. Streaks CRM has a free plan with limited features. Paid plans unlock advanced features.

It is Compatible with Gmail and Google Workspace

It is a great choice for people and small businesses who need a simple CRM tool without complicated setup or training.