Confidently evaluate and select a CRM that aligns with your business goals using our expert-backed guide.
Kristina Poulter
Mar 27
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
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.
Dec 9
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.
Nov 14
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
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.
Oct 17
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
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.
Jul 23
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.
Jul 11
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
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.
Jun 27
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
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.
Jun 18
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.
Jun 4
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.
May 21
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.
May 2
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.
Apr 22
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.
Apr 18
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.
Apr 16
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.
Apr 15
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.
Apr 10
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.
Apr 4
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.
Apr 3
How to track when your emails are viewed for free in Gmail.
Alice Bonta
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.
Feb 1
Need some professional references, but not sure where to start? This short post will fill you in on everything you need to know.
Jan 23
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
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
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.
Nov 17
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.
Oct 10
You can now add companies as organizations to your CRM or update an existing organization on an iPhone or iPad.
Aug 23
Now that you’re tracking emails, here’s what to do next to get more responses and increase open rates.
Aug 2
Quickly add contacts and leads to your CRM or update an existing contact on an iPhone or iPad.
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.
Jul 6
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.
Find contacts and information faster on iPhone and iPad. Use saved views to filter, sort, and group your pipelines in the Streak iOS app.
Jun 8
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.
May 31
Speed through Streak and save time daily with our top 5 favorite keyboard shortcuts.
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.
We completely revamped our mobile app for iOS, giving it tons of new features like email tracking, updated page designs, and UI improvements.
Jan 25
How Chris from TLIC Media managed to reduce stress, centralize communication, and take control of customer data with Streak
Amy Frantz
Dec 2
Connect to 4,000+ apps and set up automations without using any code or leaving Gmail.
Nov 29
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.
Nov 8
Learn the following 5 things about your prospect to make sure you’re prepared for your call.
Aug 4
These 6 free tricks will help you work more efficiently and effectively in your inbox.
Aug 3
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.
Jul 28
Saved views let you filter and segment a pipeline full of boxes to see which opportunities need your attention the most.
Apr 7
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.
Nov 12
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.
Jun 11
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.
Mar 23
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.
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.
Nov 4
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.
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.
Sep 30
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
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
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
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.
Aug 16
Think of Data Validation as ‘Required Fields’ with an additional option to create complex, custom rules.
Aug 6
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!
Feb 18
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?”
Aug 17
Hooray for Feature Announcement Days! Today we bring you the first of several big upcoming feature announcements — stay tuned!
Jul 30
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.
We’re pleased to announce the our that our first mobile app is available — Streak for iPhone.
Omar Ismail
Aug 12
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
Are you a power Streak user? Here are a few tips to make editing complex pipelines a little easier.
Apr 17
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.
Oct 29
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