Streak CRM is a free CRM plugin app for Gmail. Developed by Aleem Mawani and his development team, the app fully integrates itself into Gmail and works like a filing system for you, and it is superior to Gmail’s labeling. While the app has many functions, its main purpose is to make process management easier.
With Streak, any complicated process can be broken down and simplified. So if you are handling sales, you can break it into smaller chunks and group them. You can also add contacts or files and then relocate that group via the steps you made. The app then creates a spreadsheet that will show all the projects that you have ongoing and at what stage each one is at.
All you need to do to check up on a project is to click it on the spreadsheet and you will see everything that is linked with it. And to make things easier, the app has 8 preloaded business processes known as “pipelines”. But if those presets don’t suit your needs you can make a custom pipeline.
Streak has a lot of other tools built in that are made expressly to help those with business emails. For instance you can share a pipeline, allowing you to see who emailed which contact and the date.
It also has a snippet tool that lets you create canned responses and a very useful “send later” function that lets you schedule when emails have to be sent. With Streak, it becomes very easy to manage your sales and keep track of your contacts, leads, pitched and so on.