Streak

What is Streak?

Streak is a CRM that operates directly inside Gmail, allowing teams to manage deals, contacts, and tasks without leaving their inbox. It supports AI-driven data entry and connects with external agents like ChatGPT and Claude. Initial setup requires a desktop browser (Chrome, Safari, or Edge), after which a mobile app provides pipeline access.

What are the features of Streak?

• Pipeline management

  Track deals through custom stages with tags visible directly in the Gmail inbox interface.
• AI data entry

  Automatically updates deal fields and records using team inbox activity, reducing manual input.
• Email tracking

  Notifies users when a sent email is opened by the recipient.
• Mail merge

  Sends personalized emails at scale to a contact list from within Gmail.
• External AI integration

  Provides live deal context to ChatGPT and Claude via MCP for searching, task creation, and record updates.
• Team email sharing

  Generates shareable links to any email so colleagues can view full communication history on a deal.

What are the use cases of Streak?

• Venture capital deal flow

  Track funding rounds and investor relationships directly from email correspondence.
• Real estate lead management

  Organize property leads and listings using customizable pipelines embedded in Gmail.
• Hiring workflows

  Manage candidate stages and coordinate team feedback without switching to a separate applicant tracking system.

How to use Streak?

1. Select your desktop browser

   Choose Chrome, Safari, or Edge during the initial setup prompt.
2. Install the extension

   Download Streak from the corresponding store (Chrome Web Store, Mac App Store, or Edge Add-ons).
3. Complete onboarding

   Finish account setup and pipeline configuration on the desktop browser.
4. Access on mobile

   Install the Streak app to view and manage pipelines on iOS after desktop setup is complete.

Streak Pricing Information:

• Free trial

  Available to try; specific feature limits and duration are not detailed in the source.
• Paid plans

  Mentioned by existing users, but specific pricing tiers, costs, and billing periods are not provided in the source.