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CRM for small businesses that run on Google Workspace

Manage sales, orders, projects, hiring, and partnerships, right in Gmail
Streak small business CRM pipeline inside Gmail showing customer accounts organized by stage — Lead, Contacted, Sent Samples, Pitched, Closed Won — with product type, deal size, bean type, and last contacted date
Trusted by 4,000+ companies and 750,000+ professionals

Most small businesses are already running their client relationships from Gmail — deals in your inbox, contacts in a spreadsheet, a growing list of follow-ups.

Streak’s clear pipeline structure helps you track multiple processes and manage follow up in one place with a CRM that’s completely built into Gmail and Google Workspace.

Integrations

Connect to everything you need

Sync Streak with lead capture forms and the rest of the tools in your stack.

Streak integrations grid showing compatible apps — Google Chat, Dialpad, OpenPhone, Calendly, Trello, Streak, Gmail, Google Sheets, Google Calendar, Webhooks, Google Forms, Slack — for connecting the small business CRM with every tool the team already uses

Direct integrations

Out of the box connectors to popular apps.

Streak API Reference showing pipeline and box endpoints — GET/PUT/POST for List all pipelines, Get a pipeline, Create a pipeline, Update a pipeline, Delete a pipeline, Move boxes, List all boxes in pipeline, Get a box — for developers building custom integrations with the Streak CRM

Powerful API and Webhooks

Custom integrations with internal systems and third-party apps using our clear, developer-friendly API.

Zapier ↔ Streak integration graphic showing "9,000+ Apps" — connecting Zapier (asterisk logo) to Streak (orange grid icon) — for automating workflows between Streak and thousands of business tools without code

Zapier integrations

Connect 9000+ apps via Zapier to build  workflows across all your tools.

Email outreach & follow-up

Never let a client relationship go cold

When you're managing a lot at once, follow-up is the first thing that slips. Streak tells you when someone opens your email, automates outreach sequences, and surfaces the relationships that have gone quiet.

Streak mail merge "Following up on our proposal" draft to 40 recipients — with <contact_givenName> and <company_name> variables — for scalable, personalized follow-up outreach to wholesale coffee buyers

Mail merge

Send personalized emails to your contact list directly from Gmail, with automated follow-up sequences and reply detection.

Gmail email "Deal proposal ready for review" from Nicolas Trevino to Ava Bentley — Streak email tracking showing 5 views, 2 clicks — locations: San Francisco CA (x3), Palo Alto CA (x2) — with "Itinerary Options" link click tracked on June 12 — helping the team know exactly when buyers are reviewing proposals

Email tracking

See open counts and timestamps on every sent email — so you know when to follow up and when to wait.

Streak automation: "Box changes stage" (Contacted → Sent Samples) → Add task "Send a follow-up email to..." assigned to {{box.assignedTo}} due in 1 day — automatically triggering sample follow-up reminders when a deal progresses

Task automation

When a deal moves to a new stage, schedule tasks automatically.

Streak Snippets panel showing "Send Samples (3)": Sample option confirmation #sample-confirm, Address confirmation #addr-confirm, Ask for sample feedback #sample-fb — and "Support (5)": Re-order reminder #reorder-reminder, Loyalty perks #perk — for fast, consistent customer communication across the team

Snippets

Save and reuse your most common email templates — proposals, updates, introductions.

Mobile CRM

Your business doesn't stop when you leave your desk, neither does your CRM

Small business owners don't work from one place — or one schedule. Streak's mobile app keeps your full pipeline and deal history with you so you can act when it matters, not just when you're back at your desk.

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Frequently asked questions

What is the best CRM for a small business that uses Gmail?

If your team runs on Gmail or Google Workspace, Streak is the most practical option because it's built directly inside Gmail — not integrated with it. There's no separate platform to log into, no manual email syncing, and no behavior change required from your team. Other common options — HubSpot, Pipedrive, Zoho — are capable tools, but they all require switching between tabs or applications. For teams that live in Gmail, that friction compounds over time.

How is Streak different from HubSpot or Pipedrive for small businesses?

HubSpot is powerful but gets expensive quickly once you need automation, email sequences, or deeper reporting — features that are locked behind paid tiers. Pipedrive is clean and focused on sales, but it lives outside your inbox, which means your team has to remember to use it. Streak is different in a very specific way: it works inside Gmail. Your CRM records are visible in the same window as your email threads. There's nothing extra to open, nothing to sync, and no separate platform for your team to adopt.

Can Streak handle more than just sales?

Yes. Any business process can have its own pipeline — client projects, order fulfillment, vendor relationships, hiring, partnerships. Each pipeline has its own stages, custom fields, and filters. You're not locked into a sales workflow, and you don't need separate tools for different parts of your business.

Is Streak only for people who already know how to use a CRM?

No. Many Streak users come from spreadsheets or no system at all. Because Streak works inside Gmail, the interface is familiar from day one. The AI Pipeline Creator can build your pipeline structure from a plain-language description in minutes — no configuration expertise required.

How long does it take to set up?

Most customers have a working pipeline within an hour, often much quicker. If you use the AI Pipeline Creator, describe your workflow in plain language and Streak builds the pipeline structure — stages, fields, and all — in minutes. There's no IT setup, no data migration required, and no admin or consultant needed. The power is in your hands.

Does Streak work for solo users or only teams?

Both. Many Streak users start as solo operators and add teammates as their business grows. You never need to migrate to a different tool or rebuild your setup — you just add users to your workspace.

What tools does Streak connect to?

Streak integrates natively with Google Workspace apps like Calendar, Forms, and Drive as well as other tools like Calendly, Typeform, Allo phone system, and Slack. You can also use Zapier to create custom integrations and automations with 9,000+ apps. We offer an API as well as an MCP Server for connecting Streak to other tools and LLMs.

What happens to my existing Gmail contacts and email history?

Streak scans your existing inbox, so your past email threads are available to add to records immediately — no import required. Contacts can be automatically enriched with company, title, phone, and social profiles when they're created.

Your business runs on Gmail. So should your CRM.

Try Streak free — installs into Gmail in seconds.

Streak Wholesale Coffee pipeline in Gmail showing 16 Lead, 24 Contacted, 3 Sent Samples — Cafe Delicia (Lead, $7,900), Perk & Pour (Lead, $4,800), The Hive (Lead, $5,500) — accessible directly from the Gmail sidebar