Streak is a tool that puts CRM directly into Gmail, officially positioned as "the CRM teams actually use—integrated, intelligent, loved by 750,000+ users." Its core idea is that Streak lives in your inbox, which is where you do all your work, so teams will actually keep using it.
Purpose: It is mainly used to manage sales and customer relationships, turning Gmail into the home for all customer relationships. It is officially described as a CRM embedded in Gmail, suitable for teams and individuals who rely on email to conduct business.
Main capabilities:
- Direct Gmail integration: turn Gmail into the hub for managing all relationships.
- Automatic email logging for the whole team: let everyone have the full context of every deal.
- Pipeline and deal tags in the inbox: clearly see which pipeline and which stage each email belongs to.
- AI data entry: automatically keep deal information updated, keeping the CRM current without manual entry.
- Natural language questions: get instant answers from all deal history.
- Magic columns: surface important deals with real-time data points.
- Standard CRM features: the official description says "it also does all the standard CRM features you expect, and does them very well," including: direct integrations (out-of-the-box connectors for commonly used apps), calling in Streak (one-click dialing and start logging), custom permissions (customize permissions for each pipeline), sending personalized emails to contact lists, contact management (collaboratively build contact and company lists), data validation (create rules to keep pipelines consistent), task management (track follow-ups and assign tasks to members), and building report views that fit your workflow.
How to use it: You need to set up a Streak account using a desktop browser first. You can choose the installation based on your browser: Chrome from the Chrome Web Store; Safari from the Mac App Store; Edge from the Edge Add-ons store. The official option also provides a way to "share your email and we'll send the installation link directly to you." After completing installation and onboarding on desktop, you can install the Streak app to access pipelines on mobile.
Use cases: Based on official user reviews, Streak is used for wholesale business growth, sales team CRM, fundraising and partner tracking, small businesses, startups, PR client management, contact and donor management in political campaigns, project management, etc. Multiple reviews emphasize its seamless integration with Gmail, no need to switch tabs, ease of use, custom pipelines, email tracking, reminders, and team sharing of emails/notes/call logs, etc.
Limitations: Users need to complete account setup in a desktop browser; from official materials alone, it is not possible to confirm the specific pricing plans, the feature boundaries between the free and paid versions, the specific availability scope of apps on each platform (officially it is mentioned that a mobile app can be installed to access pipelines, but the scope of mobile features is not explained in detail), the specific implementation details and accuracy of the AI features, and the supported languages. This information is not provided in the materials and should be based on the official actual explanations.
