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Streak Pro+ CRM plan for teams

Streak Pro+ CRM plan for teams

3
min read
Overview:
Overview:

The Streak Pro+ plan is designed for teams that need more powerful tools to connect workflows end-to-end, maintain data integrity with a scaling team, and drive results with detailed insights. It combines all the features of the Pro plan with advanced functionality like Streak AI, integrations, and automation to help teams work smarter and close deals faster.

Whether you’re managing complex pipelines, automating repetitive tasks, or looking for deeper insights into your data, Pro+ gives you the tools to take your processes to the next level.

1. Native integrations and automations

Native integrations and automation allow you to automate your workflow in Streak and connect directly with apps like Calendly and Typeform – without using a third party tool like Zapier. 

Once you’ve set up an integration, create automations within Streak to capture information, update your pipelines, create tasks, and more. Choose trigger actions from an integrated app or from an action that occurs within Streak, like when a box is created or moved to a new stage.

Integrations and automations inside Streak means you can consolidate tools and eliminate expenses in many cases. On top of that, you’ll be able to act more swiftly on engaged leads, eliminate manual data entry, and more easily scale your business and processes. 

This is ideal for teams who have a more complex process that uses various apps for lead capture, scheduling, and other aspects of their workflow.

Learn more about native integrations and automations.

2. AI-powered deal management

The Pro+ plan includes AI features designed to streamline your day-to-day work on deals while giving managers the tools they need to track team progress and help team members achieve success. These features simplify data entry, surface key insights, and keep your entire team focused on closing deals.

Use Streak AI to:

  • Automate data entry: AI-powered deal management analyzes your emails and automatically updates your pipeline with new data, ensuring your CRM stays accurate and organized while you focus on higher-value tasks.
  • Summarize deals and get recommendations on next steps: Instantly generate deal summaries that surface key details and actionable recommendations to maintain momentum.
  • Find leads in your inbox: Scrape your inbox for potential leads to add to your CRM so you never miss an opportunity.
  • Ask and answer questions in natural language: Ask natural-language questions like, “What's the latest update in our contract negotiations?” and get instant answers to stay on top of your pipeline.
  • Prepare for meetings: Create tailored meeting agendas based on deal history and email context, helping you walk into every conversation fully prepared.

With AI-powered deal management, you can eliminate repetitive tasks, gain deeper insights, and spend more time building relationships and closing deals—all seamlessly integrated into your Gmail workflow.

3. Advanced reports

Advanced reports use the power of saved views to help you answer questions and find useful metrics in your Streak reports dashboard. 

Once you’ve created a saved view, you can use it as a data source to filter your report and hone in on certain information, like a specific type of deal or segment of customers. You’ll also be able to compare performance among different variables in your pipeline like sales reps, products, or lead sources with comparison charts. 

Some insights you can gain with advanced reports include: 

  • Value in a pipeline assigned to you or a specific sales rep
  • Total value for a specific type of deal or segment
  • Number of boxes (or deal size) won from a specific industry
  • Close rates from a specific lead source
  • Conversion rates for each stage of the funnel for each sales rep

This helps teams level up their performance and gives team managers tools to work better with sales reps as well as accurately plan and forecast within their pipelines.

Learn more about advanced reports.

4. Archived users

Streak is a powerful collaboration tool, but what happens when a team member leaves your company? 

With the Pro+ plan you can now archive a user to preserve their data without needing to maintain their Google Workspace and Streak accounts. For each paid member of a Streak Pro+ plan, your team will be able to archive two users and preserve their email data without paying for their Google Workspace account. For example, if you have 6 people on your Streak team, you’re able to archive up to 12 users. 

This is especially useful for teams who may have members come and go in contract positions, seasonal workers, and longtime Streak users who naturally see some employee turnover. 

Learn more about archived users

Is the Pro+ plan worth it for my team? 

The Pro+ plan delivers a lot of value to sophisticated teams or teams who are looking to create a more sophisticated process or workflow. 

In many cases, the plan allows you to cancel third party integration subscriptions or stop paying for team members who are no longer actively using your Streak plan. 

While these cost savings are compelling enough, we also believe that the Pro+ plan delivers enough value to pay for itself with time savings, increased data accuracy, and insights that help you increase conversions. 

If you’re curious about the Pro+ plan for your team, please reach out to us to get all your questions answered and learn more about how Streak can help you improve your processes and conversion rates.

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