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Introducing Streak AI: the CRM co-pilot for teams in Gmail

Streak AI helps you use the data in your inbox to gain more insights in your CRM. Learn about AI features in Streak.

Dec 6, 2023

Brita Ulf

Brita Ulf

Streak for Sales
Streak

Streak for Sales

Hi there, and welcome to our Streak for Sales post! We looked into how some of our customers use the platform for sales, and came up with this post that is intended to provide you with helpful tips and features to get started.

Andrew Stewart

Andrew Stewart

Sep 20

8
min read
Introducing: Data Validation
Streak

Introducing: Data Validation

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

Andrew Stewart

Andrew Stewart

Aug 6

5
min read
This Post is NSFS: Not Safe For Streak
Streak

This Post is NSFS: Not Safe For Streak

Allow us to share with you the learnings of the (1 million+) people who’ve come before you in selecting Streak as the best way to manage Sales, Hiring, Support, Operations (and more). This post is dedicated to sharing 5 ‘anti-Best Practices’.

Andrew Stewart

Andrew Stewart

May 9

5
min read
Reintroducing Streak and Zapier Part 2: Examples
Streak

Reintroducing Streak and Zapier Part 2: Examples

Let’s get our hands dirty and practice building with Zapier + Streak! If needed, an introduction can be found here. In this post, we’ll walk through building 4 example uses for Zapier in Very! Specific! Detail! If the integration or automation you’re looking for isn’t already available here, by the end of this post you’ll be an expert at creating your own!

Andrew Stewart

Andrew Stewart

Apr 19

9
min read
Reintroducing Zapier + Streak!
Streak

Reintroducing Zapier + Streak!

If you’ve ever wanted to use Streak with another tool (like Slack, Wufoo, or Google Sheets), Zapier is the easiest method!

Andrew Stewart

Andrew Stewart

Apr 18

3
min read
Introducing: Magic Columns!

Introducing: Magic Columns!

Streak Magic Columns are the exception to the adage ‘you can’t get something for nothing.’

Andrew Stewart

Andrew Stewart

Mar 8

3
min read
Formula(s) for Success
Streak

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

Andrew Stewart

Feb 18

4
min read
Reports Update: Use a Saved View to Create a Custom Chart!
Streak

Reports Update: Use a Saved View to Create a Custom Chart!

Although our Reports redesign is barely a month old, we’re already unveiling a major feature update: the ability to create custom charts from Saved Views. You can focus Reports on the specific information you need to improve your particular business and even add them to your existing Reporting Dashboard.

Andrew Stewart

Andrew Stewart

Jan 20

4
min read
Feature Release: (Re)Introducing Streak Reports!
Streak

Feature Release: (Re)Introducing Streak Reports!

Think back to the original reason that you started using Streak — whether you were looking to sell more, improve support for your users, manage your dealflow, or coordinate your hiring — you wanted to improve.

Andrew Stewart

Andrew Stewart

Dec 8

3
min read
New Formatting Options for Your Streak Pipeline
Streak

New Formatting Options for Your Streak Pipeline

Adding new columns to your pipeline is a key step in customizing Streak to fit your needs. Our new formatting options will make your columns more precise and easier to read. When 100 is actually $100.00, or Sept 24 is actually 24/9/2015, we’re happy to say we now have you covered.

Andrew Stewart

Andrew Stewart

Oct 28

3
min read
Streak Pipelines: Now With Undo!
Streak

Streak Pipelines: Now With Undo!

We invested significant effort this past summer to make editing a pipeline as easy and fast as possible. Among other improvements, we enabled copy/paste to a cell, row, or region.

Andrew Stewart

Andrew Stewart

Sep 24

1
min read
Call Logs and Meeting Notes — Feature Release
Streak

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

Andrew Stewart

Aug 17

4
min read
Feature Announcement: Tasks 2.0, Google Calendar Integration
Streak

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

Andrew Stewart

Jul 30

4
min read
Tasks/Calendar Preview
Streak

Tasks/Calendar Preview

We always test our new products internally at Streak before releasing publicly. If you’d like to access our new features at the same time that we get them here at Streak HQ, write us: support@streak.com (in return, we’d appreciate feedback and bug reports).

Andrew Stewart

Andrew Stewart

Jun 26

4
min read
New Magic Columns = Less Data Entry
Guides

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

Andrew Stewart

Jun 18

4
min read

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