Streak

streak.com ↗

CRM pipelines and relationship records inside Gmail

SI Score
75/100
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Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Streak homepage

What it does

Streak adds customer records and sales pipelines inside Gmail. Teams can see a deal’s stage, shared email history and attached files while working in the inbox. CRM pipelines require a paid plan after the trial; its lasting free tools cover email tracking and mail merge instead.

Gmail stays at the centre

Streak places deal information beside email conversations. The team can share a pipeline, comment on a deal, and collect attachments from related messages. Filters, sorting and grouping help separate opportunities by stage or owner.

Installation starts on a desktop browser through the Chrome, Safari or Edge route. Set up the Streak account there before using the mobile app.

Free email tools versus CRM plans

The free email tools include tracking, snippets and 50 mail-merge sends a day, but no CRM pipelines. Pro+ has a 14-day trial.

CRM plan What distinguishes it
Pro Shared pipelines and unlimited contacts and records
Pro+ Automation, integrations and advanced reports
Enterprise Custom roles and data-validation rules

Paid plans are charged per user, with monthly and annual billing options. Pipeline-specific permissions help decide which colleagues can access shared deals.

Strengths

  • Shared email history and attachments sit beside each deal
  • Pipeline views can be filtered, sorted and grouped

Watch out for

  • The permanent free email tools do not include CRM pipelines
  • Initial account setup requires a desktop browser

Best for

  • Sales teams that work primarily in Gmail

Sources