- Custom Views : Search, group, filter, and sort data in any configuration and save results as custom views.
- Timeline : Share and track the timeline of notes, events, emails, files, etc with your entire team.
- Send Contacts : Send contacts to your phone directly from the pipeline.
- Import & Export : Easily import and export all files using Google Sheets integration or upload CSV files.
- Workflow Customization : Add, rearrange, personalize, color, and remove pipeline strategies to match evolving workflows.
- Log Calls : Automatically log calls directly from your mobile device to reference later and take notes.
Streak Ratings and Reviews
- PAUL O.Technical Director
I will never use any other CRM system again. I have used possibly 7 or 8 in the past and Streak CRM is the best of all of them.
- Corey CalderAccount Executive
Each of us sales reps use Streak to track our emails. We've even encouraged our customer success team to use it as they're engaging actively with our customers to know if they got their intended emails okay. The ability to see if a key prospect has opened my email or not is critical, the ability to be notified at the time they open the email and especially if they open it multiple times is even more insightful.
I wish I could customize the feed in my Gmail so that I can either hide or see the statistics for specific contacts instead of it always showing up and taking up valuable screen space. I wish I could track attachment downloads and links clicked. I wish I could track email forwards and who they sent the email to.