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Streak CRM

Streak CRM is a customer relationship management platform designed for small businesses. It features tools for managing contacts, tracking interactions, automating workflows, and analyzing data to help optimize sales processes.

What is Streak CRM?

Streak CRM is a cloud-based customer relationship management (CRM) platform designed specifically for small businesses. Some key features of Streak CRM include:

  • Contact Management - Organize contact details for leads and customers including names, companies, email addresses, phone numbers, locations, and custom fields.
  • Interaction Tracking - Log emails, calls, meetings, notes, and schedule follow-ups to capture your interactions with contacts.
  • Sales Pipeline - Visual sales pipeline to track deals by stage from lead to close.
  • Email Integration - Sync emails from Gmail, Outlook, Yahoo to automatically track conversations.
  • Automation - Create automation rules and workflows to assign tasks, send emails, update fields when certain conditions are met to streamline repetitive tasks.
  • Analytics - View real-time reports and dashboards to analyze deal flow, team performance, lead response times, and more to inform strategy.
  • Calendar - Calendar view to visualize scheduled tasks, meetings, and calendar integrations.
  • Team Collaboration - Collaborate with teammates by sharing contacts, deals, notes, and tasks.
  • API & Customization - Integrate with other apps via API and customize fields, views, workflows, and rules.

Streak CRM prioritizes ease of use with its intuitive interface tailored for small business owners and entrepreneurs rather than complex enterprise platforms. It aims to help streamline sales processes for maximum productivity and conversion rates.

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