Streak

What is Streak?

Streak embeds CRM functionality directly inside Gmail. Instead of switching between email and a separate CRM, Streak creates pipelines, tracks deals, and manages relationships within the inbox where work already happens. For Gmail-centric teams, this eliminates the friction of maintaining separate systems.

The approach recognizes a truth about sales and business development: much of the work happens in email anyway. Rather than forcing data entry into external tools, Streak captures relationship information where it naturally occurs.

Key Features

Pipeline Management in Gmail

Create Kanban-style pipelines that display inside Gmail's interface. Track deals, projects, hiring candidates, or any process through customizable stages. Pipeline views appear as Gmail tabs, keeping CRM visible without context switching.

Email Tracking

Know when recipients open emails and click links. Tracking happens automatically on sent messages. Open notifications help time follow-ups for maximum response rates. See exactly when prospects engage.

Mail Merge

Send personalized mass emails directly from Gmail. Merge fields pull from pipeline data. Track opens and clicks per recipient. Schedule sends for optimal timing. Maintain personal feel at scale.

Snippets

Save and insert common email responses quickly. Keyboard shortcuts accelerate repetitive communication. Team snippets share best practices across the organization. Consistent messaging from templates.

Automatic Data Capture

Streak automatically associates emails with pipeline items based on contacts. Email threads attach to deals without manual logging. The complete communication history appears on each record. Never wonder what was discussed.

Team Collaboration

Share pipelines with team members while maintaining individual Gmail access. See colleague interactions with shared contacts. Collaborate without duplicating emails or losing visibility.

Custom Fields

Add custom data fields to pipeline items. Track deal values, close dates, sources, or any relevant information. Filter and sort by custom fields for targeted views.

Pricing

Free — Basic pipeline features for personal use. Limited to 500 pipeline items. Good for testing.

Solo — $15/user/month. Email tracking, mail merge, and 5,000 pipeline items. Individual users.

Pro — $49/user/month. Advanced reporting, shared pipelines, and 50,000 items. Teams.

Enterprise — $129/user/month. Custom roles, data validation, priority support, and unlimited items.

The free tier provides genuine value for testing the Gmail CRM concept before committing.

Who Uses Streak?

Sales Teams

Sales teams who live in Gmail find Streak matches their workflow perfectly. Deal tracking and email happen in the same interface. No separate CRM tab means no forgetting to log activities—everything captures automatically from email interactions.

Real Estate Agents

Manage property deals, buyer/seller relationships, and transaction stages through customizable pipelines. The visual pipeline tracks deals from lead to close. Email history with each client remains accessible in context.

Recruiters and HR Teams

Track candidates through hiring stages from application to offer. Automatic email association means candidate communication stays organized without manual logging. Pipeline views show hiring funnel progress at a glance.

Consultants and Freelancers

Manage project pipelines and client relationships without enterprise CRM complexity. The simplicity suits smaller operations without dedicated sales tools. Gmail integration requires no workflow changes.

Support Teams

Track support requests and customer issues through resolution pipelines. See complete conversation history on each ticket. Collaborate across team members handling shared customers.

Integrations

Streak integrates with Google Workspace apps including Calendar, Sheets, and Drive. Zapier connects to external applications for automated workflows. API access enables custom integrations. The primary integration is Gmail itself—that's the entire foundation.

Streak vs Competitors

Streak vs Pipedrive

Pipedrive offers a standalone CRM with deeper sales features and reporting. Streak wins on Gmail integration convenience. Pipedrive for dedicated sales management; Streak for inbox-centric workflows.

Streak vs HubSpot CRM

HubSpot provides a free CRM with extensive features but requires separate interface. Streak's value is staying in Gmail. HubSpot for comprehensive free CRM; Streak for Gmail-native experience.

Streak vs Copper

Copper also integrates deeply with Google Workspace. Copper offers more sophisticated CRM features and reporting; Streak provides tighter Gmail embedding. Both serve Google-centric teams well.

Streak vs Salesforce

Salesforce is enterprise CRM with immense depth and complexity. Streak is the opposite—simple, Gmail-embedded. Salesforce for complex enterprise sales; Streak for teams wanting CRM without the overhead.

Pros and Cons

What We Like

Lives inside Gmail—no tab switching or context changes

Automatic email association with pipeline items

Email tracking built in and easy to use

Generous free tier for testing

Intuitive interface for Gmail users

Mail merge from Gmail interface

Team collaboration without email duplication

What Could Be Better

Gmail-only—no Outlook or other email client support

Less powerful than dedicated CRMs for complex sales

Reporting more limited than standalone tools

Performance can slow with large pipelines

Mobile apps less capable than desktop

Tips for Success

Start with a Simple Pipeline

Create one pipeline for your primary workflow. Master the basics before adding complexity. Simple pipelines drive adoption better than elaborate ones.

Use Automatic Email Association

Let Streak auto-associate emails rather than manually linking. The automation is Streak's primary value—use it fully.

Train Your Team Together

For shared pipelines, ensure everyone understands the workflow. Inconsistent usage undermines visibility. Brief training sessions improve adoption.

Customize Stages for Your Process

Default pipeline stages may not match your workflow. Customize stages to reflect how you actually move deals or projects forward.

Review Pipeline Regularly

Streak works best with active maintenance. Review pipelines weekly to update stages, close completed items, and identify stuck deals.

Frequently Asked Questions

Does Streak work with Google Workspace?

Yes, Streak works with both personal Gmail and Google Workspace (formerly G Suite) accounts. Business features like team sharing require paid plans.

Can I migrate data from another CRM?

Streak supports CSV imports for migrating pipeline data. Email history doesn't transfer, but future emails associate automatically with imported records.

Is my email data secure?

Streak accesses Gmail through official Google APIs with appropriate permissions. Data handling follows Google's security requirements. Review Streak's privacy policy for detailed security information.

Does Streak work on mobile?

Streak offers mobile apps for iOS and Android. Pipeline management and email tracking work on mobile, though some features are desktop-optimized.

Can I use Streak with multiple email accounts?

Streak works with one Gmail account per browser profile. Use different Chrome profiles for multiple accounts.

What happens if I cancel?

Pipeline data exports as CSV. Email associations remain in your Gmail. You don't lose email history—just Streak's organization layer.

Getting Started

Install the Streak Chrome extension from the Chrome Web Store. Grant Gmail permissions to enable integration. Create your first pipeline using a template or from scratch.

Add some pipeline items and send test emails. Watch how Streak auto-associates emails with contacts. Explore email tracking and mail merge features.

Once comfortable, invite team members and share pipelines. Establish shared workflows and conventions. Monitor adoption and address any friction points.

Final Verdict

Streak solves a real problem: CRM adoption fails when it requires changing how people work. By embedding pipeline management in Gmail, Streak meets users where they already spend time. Email tracking, automatic data capture, and visual pipelines enhance Gmail rather than competing with it.

For Gmail-centric teams wanting CRM benefits without CRM friction, Streak offers the path of least resistance to organized relationship management.

Rating: 4.3/5