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New: custom contact fields and full contact list in Streak

Track, manage, and organize contact details in Streak with custom fields, imports, and mobile access—your new hub for relationship management.

May 28, 2025

Brita Ulf

Brita Ulf

New: custom contact fields and full contact list in Streak
Streak

New: custom contact fields and full contact list in Streak

Track, manage, and organize contact details in Streak with custom fields, imports, and mobile access—your new hub for relationship management.

Brita Ulf

Brita Ulf

May 28

5
min read
CRM free trial guide & rubric: How to find a tool that works for your team
Guides

CRM free trial guide & rubric: How to find a tool that works for your team

Learn how to make the most of your CRM free trial—define goals, test workflows, and spot red flags to choose the right tool for your team’s success. Rubric template included.

Kristina Poulter

Kristina Poulter

May 21

12
min read
April bug fixes & improvements
Streak

April bug fixes & improvements

Discover April’s Streak updates: mobile fixes, improved automations, better exports, reliable email sharing, and a new shortcut to copy emails fast.

Brita Ulf

Brita Ulf

May 5

2
min read
CRM for Architects: How one firm scaled without sacrificing quality
Grow

CRM for Architects: How one firm scaled without sacrificing quality

Learn how a small architecture firm used a CRM to improve client onboarding and keep delivering high-quality work while scaling their business.

Brita Ulf

Brita Ulf

Apr 22

11
min read
New Mail Merge features for onboarding, updates, and marketing emails
Streak

New Mail Merge features for onboarding, updates, and marketing emails

New Mail Merge features help you send onboarding, update, and marketing emails from Gmail — with more control over replies, threads, and unsubscribe options.

Brita Ulf

Brita Ulf

Apr 21

5
min read
Why CRM adoption fails—and how to get your team on board
Work

Why CRM adoption fails—and how to get your team on board

Struggling with CRM adoption? Learn why CRM implementations fail and discover 7 proven techniques to get your team on board for long-term success.

Kelly Fiorini

Kelly Fiorini

Apr 3

11
min read
The right CRM does exist: a step-by-step CRM evaluation guide
Guides

The right CRM does exist: a step-by-step CRM evaluation guide

Confidently evaluate and select a CRM that aligns with your business goals using our expert-backed guide.

Kristina Poulter

Kristina Poulter

Mar 27

12
min read
KPI development: A step-by-step guide to setting and tracking high-impact goals
Guides

KPI development: A step-by-step guide to setting and tracking high-impact goals

Many businesses use KPIs to track progress and achieve their goals, but what makes a great KPI, and how can you create ones that drive real success? Learn the essentials here.

Ron Tuch

Ron Tuch

Mar 20

11
min read
How to enable caller ID for Streak contacts in the iOS app
Streak

How to enable caller ID for Streak contacts in the iOS app

Streak's Caller ID feature for iOS displays the first and last name of your Streak contacts on the call screen, helping you identify who is calling and providing context if they're not in your iPhone contacts.

Brita Ulf

Brita Ulf

Feb 20

2
min read
Build custom reports and dashboards in Google Sheets with Streak’s new export features
Streak

Build custom reports and dashboards in Google Sheets with Streak’s new export features

Streak's new export features let you automate CRM data exports to Google Sheets, filter key insights, and create real-time reports—no manual work needed!

Brita Ulf

Brita Ulf

Feb 13

5
min read
B2B lead generation: 15 modern strategies for growth and conversion
Guides

B2B lead generation: 15 modern strategies for growth and conversion

Hoping to generate higher quality B2B leads? Try these 15 B2B lead generation tips and strategies to start attracting better leads.

Ron Tuch

Ron Tuch

Jan 9

17
min read
Sales management: Definition, tools, and best practices for sales optimization
Sales

Sales management: Definition, tools, and best practices for sales optimization

Want to enhance your sales management processes? Look no further than these best practices and top tools for effective sales management.

Ron Tuch

Ron Tuch

Jan 2

15
min read
ICP sales: How to create an ideal client profile for effective sales and marketing
Sales

ICP sales: How to create an ideal client profile for effective sales and marketing

Learn what an ICP is and how you can create one that'll clarify your sales and marketing efforts and drive new business growth.

Ron Tuch

Ron Tuch

Dec 19

15
min read
How to embed a Google Form on a website and track responses
Guides

How to embed a Google Form on a website and track responses

Learn how to leverage the best parts of Google Forms to grow your business. This guide will show you how to embed forms on your website, boost lead generation, and track responses, all without any fancy technical skills.

Cameron Smith

Cameron Smith

Dec 12

7
min read
Streak Pro+ CRM plan for teams
Streak

Streak Pro+ CRM plan for teams

Streamline workflows and boost results with the Streak Pro+ plan, featuring AI-powered deal management, advanced reports, and native integrations.

Brita Ulf

Brita Ulf

Dec 9

3
min read

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