Streak - CRM for Gmail

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

Mar 27

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

Feb 13

Streak command palette: faster, more precise search in your CRM

Save time and stay focused with the Streak command palette. Quickly find CRM data, access recent work, and take action with just one keyboard shortcut.

Brita Ulf

Dec 9

What is a KPI dashboard? How to build one your team will actually use

The best KPI dashboard is the one your team will actually use. Learn KPI dashboard examples, key metrics to track, how to choose a dashboard tool, and best practices from Streak’s Head of Operations.

Brita Ulf

Nov 14

Grow

Marketing automation for small business: 10 automation tools for explosive growth (+ definition & use cases)

Need a marketing automation platform to help your business grow? Click to see the top 10 automation tools and learn how to choose the right one.

Ron Tuch

Oct 22

Our 7-Step interview process: why we ditched the traditional method to hire smarter

Discover how our 7-step interview process helps us hire top talent by rethinking the traditional methods. Learn how we improved efficiency and candidate fit.

Brita Ulf

Oct 17

ERP vs. CRM: What are the differences?

An ERP or CRM may be able to help you streamline the needs of your growing business. Learn about the differences, features, and benefits of each software in this post so you can decide which tool best suits your business needs.

Katie Schuknecht

Aug 27

7 key strategies for outbound lead generation success

Make outbound lead generation a valuable revenue stream for your brand. Discover outbound strategies that’ll yield big results for you in 2024 and beyond.

Ron Tuch

Jul 23

How to write an effective friendly reminder email

A friendly reminder can go a long way in keeping a deal on track. Learn how to craft the perfect friendly reminder email and check out these editable templates.

Katie Schuknecht

Jul 11

How to streamline communication on your team: 9 actionable strategies

Streamlined team communication improves employee satisfaction and overall company effectiveness. Read about the main communication challenges organizations face and practical strategies for improvement.

Cameron Smith

Jul 9

SaaS customer support: Strategies, best practices, and tools

While all companies benefit from good customer support, it's especially important for SaaS businesses. We'll talk about how to improve your SaaS support with effective strategies that can improve retention immediately.

Cameron Smith

Jun 27

Task automation: How to automate workflows for repetitive tasks in 4 simple steps

Task automation helps you stay competitive in a rapidly changing landscape. Learn how to add task automation to your workflow in 4 simple steps, and which tasks are best to automate.

Sarah Foley

Jun 25

Call log software: What’s the best CRM with call logging software?

Fan-favorite call log software solutions offer insights that drastically improve sales performance. Learn what it is, how it can benefit your business, and the top five platforms of 2024.

Ron Tuch

Jun 18

Grow

6 of the best personal CRM tools and relationship management apps

Stay in touch with both your social and professional connections with a personal CRM. Read on to hear our take on the best personal CRM apps for managing your digital relationships in 2024.

Ron Tuch

Jun 4

5 of the best B2B contact database providers of 2024

Invest in a top-notch B2B contact database to improve your prospecting efforts and drive stronger results. Read on to discover five B2B contact database providers teams are enjoying in 2024.

Ron Tuch

May 21

How to identify, cultivate, and organize business contacts

Learn what business contacts are, where to find them, and how to nurture relationships with people in your network. Most of all, discover how to properly organize each business contact's information to grow your business effectively.

Cameron Smith

May 2

What are lead nurturing emails? Examples + best practices

For many businesses, email marketing is the marketing activity that yields the highest ROI. Learn what lead nurturing emails are, see examples of good ones, and find out how to build them yourself.

Cameron Smith

Apr 22

5 different contact list templates (with free downloads!)

Businesses depend on their contact lists, so it’s time to organize yours in a way that makes sense. Learn how to build a useful contact list or choose from one of our five free contact list template downloads.

Cameron Smith

Apr 18

What is a contact list?

Keeping an organized list of contacts is an essential part of simplifying any communications strategy or growing a business. Learn what a contact list is, the different types you may see, and strategies to keep your contacts organized and accessible.

Katie Schuknecht

Apr 16

A guide to managing contacts in Google Voice

Here’s how to create, edit, and delete contacts in Google Voice using Android, iOS, or a desktop. You’ll learn why Google Voice is a useful tool because of how easily it syncs with your existing contacts.

Cameron Smith

Apr 15

What is a Rolodex? (plus 6 modern contact storage alternatives)

Modern communication is evolving and demanding more from traditional methods of contact management. Learn what a Rolodex is (or was) and what tools have replaced this once-popular office item.

Katie Schuknecht

Apr 10

Gmail

How to create an email group in Gmail (5 simple steps)

Tired of typing out the same list of email recipients over and over? Google makes it easy to sort your contacts into groups, so sending mass emails to the same people is no longer the headache it once was.

Ron Tuch

Apr 4

Gmail

16 best Gmail Chrome extensions for entrepreneurs and SMBs

Explore the top Chrome extensions for Gmail designed to enhance productivity, email management, and collaboration for entrepreneurs and SMBs. Boost your Gmail experience with these powerful, user-friendly tools.

Brita Ulf

Apr 3

Free email tracking in Gmail

How to track when your emails are viewed for free in Gmail.

Alice Bonta

Feb 13

Grow

Account management 101: Definition, best practices & why it’s the key to success

Excellent account management leads to healthier customer relationships and higher renewal rates. Let’s dig into how it works, why it's important, and a few best practices for managing accounts effectively.

Ron Tuch

Feb 1

Professional references: what are they, how to get them, and who to use

Need some professional references, but not sure where to start? This short post will fill you in on everything you need to know.

Ron Tuch

Jan 23

What is a CRM database?

Are you growing a business? Juggling lots of customer relationships? Trying to keep track of who said what and when? A CRM database could make your days a whole lot less stressful. Read on to learn what exactly a CRM does and why having one is so impactful.

Charles Hanna

Oct 30

10 Sales training topics to revitalize your team

If you’re a sales leader, your team relies on you to lead them to the next level. Make use of the best sales training topic ideas to boost your training’s effectiveness.

Brogan Woodburn

Sep 21

Best Monday.com competitors for 2023

Looking for a project management tool for your team? Learn why these 6 popular monday.com competitors might be the right tool to try today.

Alice Bonta

Nov 17

15 straightforward ways to improve your customer support emails

Customer support has the power to make or break a business. Don’t leave it to chance - use these 15 tips to improve your customer support emails.

Brita Ulf

Oct 10

Add and edit organizations in the Streak iOS app

You can now add companies as organizations to your CRM or update an existing organization on an iPhone or iPad.

Brita Ulf

Aug 23

Gmail

5 strategic ways to follow up on tracked emails

Now that you’re tracking emails, here’s what to do next to get more responses and increase open rates.

Brita Ulf

Aug 2

Add and edit CRM contacts on the go with Streak iOS app

Quickly add contacts and leads to your CRM or update an existing contact on an iPhone or iPad.

Brita Ulf

Jul 11

The 6 email tracking metrics you should focus on and why

Trying to understand various email tracking metrics? Want to know how to use the data? Find out what email metrics are important to track and measure.

Brita Ulf

Jul 6

How to find a prospect’s email address the smart way

Trying to find a prospect’s email address can feel like searching for a needle in a haystack. These 8 search methods will help you find a valid email address for your prospect.

Brita Ulf

Jun 27

Saved views in Streak’s iOS app

Find contacts and information faster on iPhone and iPad. Use saved views to filter, sort, and group your pipelines in the Streak iOS app.

Brita Ulf

Jun 8

The 4-day work week: benefits, challenges, and how to run an experiment at your company

Can employees really get their work done in a 4-day week? Learn 6 ways to be just as productive in fewer days and how to manage a 4-day week at your company.

Brita Ulf

May 31

Streak keyboard shortcuts

Speed through Streak and save time daily with our top 5 favorite keyboard shortcuts.

Brita Ulf

Feb 13

6 things you can do with Streak on the go

Don't let important details slip away because you're not sitting in front of your computer. Learn 6 ways to update your pipelines on the go.

Brita Ulf

Feb 1

Email tracking, design updates, and new features for iOS app

We completely revamped our mobile app for iOS, giving it tons of new features like email tracking, updated page designs, and UI improvements.

Brita Ulf

Jan 25

Community

How Streak helped this photographer capture 50 weddings in a year

How Chris from TLIC Media managed to reduce stress, centralize communication, and take control of customer data with Streak

Amy Frantz

Dec 2

23 templates to automate your CRM in Gmail

Connect to 4,000+ apps and set up automations without using any code or leaving Gmail.

Brita Ulf

Nov 29

Automate your CRM in Gmail

Automating your CRM not only saves time, but it improves the accuracy of your data and provides a better experience for your customers and your team.

Brita Ulf

Nov 8

What you need to know about a prospect before a sales call — and where to find it

Learn the following 5 things about your prospect to make sure you’re prepared for your call.

Brita Ulf

Aug 4

6 free Gmail tricks you probably didn’t know about

These 6 free tricks will help you work more efficiently and effectively in your inbox.

Brita Ulf

Aug 3

Email template: how to breakup with prospects (and why)

A breakup email is a strategic move that can confirm if a lead has gone cold, or it could be the spark you need to rekindle the relationship.

Brita Ulf

Jul 28

New video lessons: filter and segment your pipelines with saved views

Saved views let you filter and segment a pipeline full of boxes to see which opportunities need your attention the most.

Brita Ulf

Apr 7

Here’s how to get more value from your calls and meetings

These 5 tips will help you create a system to document important calls and meetings, share information with your team, and plan for next steps — without leaving Gmail.

Brita Ulf

Nov 12

Completing the feedback loop with contacts and organizations improvements

Contacts and organizations help you track all of your team’s emails in contact and organization pages, send personalized mail merges, and reach out with one click. Your contacts are the backbone of your CRM, which is why we’re always working to improve them.

Brita Ulf

Jun 11

Remote work guide: how we use Streak and other tools as a remote team

Over the years, the Streak team has shifted from one primary office at our San Francisco HQ to three distributed offices and a handful of remote employees across two countries. In doing so, we’ve not only built Streak CRM (which we use for all of our business functions!) to support remote work, but we’ve also explored ways to maintain culture, connection, and productivity as a remote team.

Brita Ulf

Mar 23

Reply to your team’s shared emails

Streak has always let you view your teammate’s shared emails, even if you weren’t included on the email thread. Today we’re launching the ability to reply to those emails as well.

Brita Ulf

Jan 23

A guide to designing a pipeline for any workflow in 3 steps

Creating a pipeline should take minutes — not days — of your time, but quick setup doesn’t mean cutting corners. With Streak you can design a comprehensive pipeline for any workflow in three steps.

Brita Ulf

Nov 4

Introducing Streak + Slack

Streak is built into your inbox to supercharge your workflow in Gmail, but we know that teams also need information at their fingertips when they communicate internally using tools like Slack.

Brita Ulf

Oct 22

New: Add an email to multiple pipelines

A lot can happen in an email. Whether it’s a note from a sales lead that converted to a valuable customer, an invoice that needs to be seen by both finance and fulfillment teams, or a support inquiry containing information about a bug — emails often become relevant to more than one of your team’s pipelines.

Brita Ulf

Sep 30

How a search marketing agency uses Streak CRM to manage partnerships

We at Streak believe that a strong CRM is more than just a tool for tracking sales interactions. In an industry where the definition of “customer” is constantly expanding and becoming more inclusive, we believe that a strong CRM should follow suit.

Jasen Kim

Apr 30

Access Contacts and Call Logs from iOS

Celebrating another iOS update — (6 so far in Q4)! We’ve brought Streak Contacts and Call Logs/Meeting Notes to the app so you can easily see the full communication history of a deal, and all the people involved. From a Box, you’ll see two tabs, ‘Contacts’ and ‘Interactions’.

Andrew Stewart

Dec 19

Why the World Would End Without Saved Views

Hey everyone — Brian here from the Customer Success team! Long time reader, first time writer, and I’m here to tell you all about the most powerful feature in Streak: Saved Views.

Brian Crable

Sep 21

Introducing Streak Android and iOS!

Access your Pipelines and Boxes anytime, anywhere with new Streak Mobile. Whether you’re working in the office, walking into a meeting, or traveling, Streak for iOS and Android has you covered.

Andrew Stewart

Aug 16

Introducing: Data Validation

Think of Data Validation as ‘Required Fields’ with an additional option to create complex, custom rules.

Andrew Stewart

Aug 6

Formula(s) for Success

The biggest benefit of Streak is the ability to customize anything, whether it’s columns, pipelines, charts or stages. Internally we use Streak for everything; sales, customer support, product development and hiring. A feature I rely heavily upon for my daily work is the formula column. They may look scary, but formula columns will change your life!

Andrew Stewart

Feb 18

Call Logs and Meeting Notes — Feature Release

We’re very excited to take the wraps off our most recent additions to Streak: Call Logs and Meeting Notes! Combined with our recent launch of Tasks, you can now ask your Streak pipeline powerful questions like “Which of my boxes contain a task that is due today?” or “Which of my leads have I not called this month?”

Andrew Stewart

Aug 17

Feature Announcement: Tasks 2.0, Google Calendar Integration

Hooray for Feature Announcement Days! Today we bring you the first of several big upcoming feature announcements — stay tuned!

Andrew Stewart

Jul 30

New Magic Columns = Less Data Entry

Why? Because Streak automagically (this is a real word) fills out all of the data inside Magic Columns for you. No clicking, no data entry, Less Effort! Magic columns give you an easy way to leverage all of the computing power running your pipelines.

Andrew Stewart

Jun 18

Streak: There’s an App for That

We’re pleased to announce the our that our first mobile app is available — Streak for iPhone.

Omar Ismail

Aug 12

Using Saved Views to Organize Yourself

Need an easy way to know exactly what needs to be worked on every morning? Want an easy way to know when it is time to follow up with a candidate or a sales customer?

Aleem Mawani

Jul 8

Tips for Power Users: Pipeline editing

Are you a power Streak user? Here are a few tips to make editing complex pipelines a little easier.

Aleem Mawani

Apr 17

Moving Boxes between Pipelines

Since first launching Streak we’ve had tons of requests to be able to move a box from one pipeline to another. We’ve been testing it for a while and just launched it to all users.

Omar Ismail

Oct 29