Streak CRM for Gmail

Shared sales pipelines inside Gmail

Streak CRM for Gmail puts sales pipelines, deal records and team email history inside your inbox. Update stages and fields while reading a conversation, assign the next task and share records with colleagues. Its mail merge tools add personalized outreach and automatic follow-ups.

Streak pipeline table with a menu of magic columns including last interaction and days in stage.

What is Streak?

A pipeline tracks a process, and each record within it is called a box. Stages show progress; columns hold the details you track. A box collects emails, contacts, comments, files and tasks. Choose what each box represents and which stages your team uses before adding records. The same structure can track sales or project work.

Mail merge sends personalized messages to pipeline contacts or recipients from a CSV. Set the first send time and add follow-ups; a reply removes that recipient from later messages. Daily sending limits depend on your Streak plan and Google account type, so check the allowance for the account you will send from.

Streak interface languages

Who it suits

Sales teams that want shared pipelines and deal updates inside Gmail.
Teams combining deal management with personalized email outreach.

Sales pipelines

Stages and columns put the sales process inside Gmail. Filter records with saved views to find deals that need attention.

Mail merge

Use pipeline contacts or CSV data for personalized bulk messages. Preview each recipient's message, schedule delivery and add follow-ups that stop after a reply.

Tasks

Assign tasks to colleagues and review them in Upcoming. Each task stays linked to its box, and due-date changes update its Google Calendar event.

How Streak works with Gmail

Open a Gmail conversation and use the Streak sidebar to view or update its box. Inbox tags show the pipeline and stage before you open the email. Automatic team email logging adds correspondence to CRM records so colleagues can review the deal's history.

Create a follow-up task from a box, the email sidebar or Upcoming. Add a due date and assignee, then review your tasks across pipelines. Dated tasks appear as Google Calendar events; changing the due date in Streak updates the event.

Getting started

Install Streak in a supported desktop browser and complete account setup. You can then use its mobile apps to access the CRM on your phone.
Create a pipeline for one process and choose its stages and columns. Decide whether each box will track a deal, project or relationship.
Add a box and link an existing email through the sidebar. Add the next task, share the pipeline and assign responsibility for keeping records current.

Streak features

31 parameters · 8 groups

Accounts

Personal Gmail Support for a personal Gmail account, not only a Google Workspace organization.: Available
Google Workspace Support for Google Workspace Gmail accounts; administrator approval may be required.: Available

Customer records

Contacts Create and maintain CRM records for individual people.: Available
Companies Store company information and link it to customer work through company records or fields on contacts.: Available
Custom fields User-defined fields on CRM records, beyond changing a layout or renaming a status.: Available
Contact sync Keep Google Contacts and the CRM in sync in one or both directions. A one-time import or browser capture is not ongoing sync.: Not available
CSV and support-assisted Google Contacts imports run once; they do not provide ongoing synchronization.

Work management

Sales pipelines Track sales opportunities or deals through defined stages. A general project list is not a sales pipeline.: Available
Deals Track sales opportunities with a status or stage. This includes projects used to manage deals.: Available
Projects Manage projects through dedicated records or workflows beyond tracking a sales opportunity.: Available
Track project work through configurable pipeline records.
Tasks Create actionable tasks with an owner, status or due date.: Available
Notes Save internal notes associated with a contact, email or CRM record.: Available
Files Find, attach or download files linked to CRM records or conversations. Files may be stored in the CRM, linked from cloud storage or retrieved from email.: Available
Automatically extract email attachments, upload files or add files from Google Drive to CRM boxes. Filter the box timeline to find them. Included on Pro, Pro+ and Enterprise; the free email-tools plan does not include CRM boxes.
Web capture Save a webpage link, selected text or an area capture directly from the browser into a CRM note or task. Contact extraction, manual copy and paste, and a URL field alone do not count.: Not verified
Saving webpage links, selected text or area captures directly to CRM notes or tasks has not been verified.
Reminders Date-based or message-triggered reminders for a follow-up or task.: Available
Calendar sync Keep Google Calendar and the CRM in sync. Creating a single event or sharing a booking link is not ongoing sync.: Available
Dated Streak tasks create Google Calendar events, and due-date changes update those events. Syncing Calendar edits back to Streak has not been verified.

Email

Email linking Associate or log email conversations with a contact, project or CRM record.: Available
Email sync Automatically update CRM email activity from new Gmail messages or their metadata, including rule-based capture. Copying message bodies or importing old mail is not required. Manual logging alone is not synchronization.: Available
Automatically capture and share email history on contact, company and deal records.
Email tracking Track email opens, link clicks or both.: Available
The free email tools include open and link tracking.
Email templates Reusable email message templates or snippets.: Available
Reuse email snippets.
Mail merge Send personalized email to multiple contacts from one campaign or bulk-send workflow.: Available
Daily sending limits depend on your plan and Google account type.
Email scheduling Schedule an outgoing email for a future send time.: Available
Schedule the first message in a mail merge.
Email sequences Send a scheduled outreach sequence with multiple email steps. A single reminder is not a sequence.: Available
Automatic follow-ups stop when a recipient replies.

Collaboration

Shared inbox A shared email workspace where multiple people handle the same conversations.: Not verified
Team assignment Assign customer work, records, tasks or conversations to another team member.: Available

Automation

Workflow automation Use configurable triggers or rules beyond ordinary email sync, including task or record actions and contextual note reminders. Background sync alone is not workflow automation.: Plan-dependent
Integrations and automations require Pro+ or Enterprise.

Data

Reporting Built-in CRM reporting or dashboards, including documented statistics views.: Plan-dependent
Advanced reporting dashboards require Pro+ or Enterprise.
Data import Import CRM records from a file or another supported data source.: Available
Data export Export CRM records or reports to a downloadable file.: Available
Export pipeline activity to CSV or Google Sheets.
API access Work with CRM data through a documented developer API. A list of third-party integrations is not a developer API.: Available
Standard API access is included on Pro. Webhooks require Pro+ or Enterprise.

Mobile

Mobile CRM Officially supported CRM access through a mobile app or mobile web interface.: Available
Separate apps for iOS, iPad and Android.
Gmail mobile CRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on.: Available
The Gmail mobile add-on includes fewer features than the desktop extension.

Pricing and plan requirements

Pro plan

$49/user /month

Pro · Billed yearly · Free email tools availableFree trial available

View pricing

What to check before choosing

The free plan includes email tracking, snippets and 50 mail merge sends per day. CRM pipelines and team CRM collaboration require a paid plan.
Integrations, configurable automations and advanced reporting require Pro+ or Enterprise. Include those features when comparing plan costs.
CSV and support-assisted Google Contacts imports run once. They do not keep Google Contacts and Streak synchronized afterward.

Streak: common questions

Does Streak have a free CRM plan?

CRM pipelines require a paid plan, starting with Pro. The free plan includes email tools such as tracking, snippets and limited mail merge. A 14-day Pro+ trial lets you try the paid CRM.

Can Streak send automatic email follow-ups?

Yes. Add follow-ups to a mail merge and choose their delay and send time. They stay in the original thread. Recipients who reply stop receiving later follow-ups, and daily sending limits still apply.

Can Streak manage projects after a sale?

Yes. Use a pipeline and boxes to track project stages, shared email history, files and tasks. Streak supports lightweight project coordination through email.

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