Streak operates entirely within Gmail as a Chrome extension, eliminating the need to switch between email and a separate CRM application. All CRM functions—contact management, pipeline tracking, email logging—happen directly in your Gmail interface.
Users can create visual pipelines for sales, hiring, support, projects, or any workflow, with customizable stages, colors, and fields. Drag-and-drop interface allows easy movement of items through pipeline stages.
Track when emails are opened, with real-time notifications and detailed analytics. Schedule emails to be sent at optimal times, with follow-up reminders automatically created based on recipient engagement.
Send personalized bulk emails using mail merge with custom fields from pipelines. Create and save email templates and snippets for frequently used responses, with quick insertion into new emails.
Share pipelines and boxes with team members, assign tasks, add internal notes visible only to your team, and set permissions to control access levels. See team activity and ownership of pipeline items.
Native integration with Google Calendar for scheduling, Google Sheets for data import/export, and Zapier for connecting to thousands of other apps. API access available for custom integrations.
Sales teams and individual entrepreneurs use Streak to track leads and deals through customizable sales pipelines directly within Gmail. They can see which stage each prospect is in, track email engagement with read receipts, set follow-up reminders, and use mail merge for outreach campaigns. This eliminates the need to switch between email and a separate CRM, saving time and ensuring all communication context is preserved alongside pipeline data.
Support teams create pipelines for tracking customer issues from initial contact through resolution. Each support ticket becomes a box in the pipeline, with stages like 'New,' 'In Progress,' 'Awaiting Customer Response,' and 'Resolved.' Team members can assign tickets, add internal notes, track response times, and maintain complete email history for each case—all within their Gmail interface where customer communications naturally occur.
HR teams and hiring managers use Streak to manage candidate pipelines from sourcing to offer stage. They can track applicants through stages like 'Applied,' 'Phone Screen,' 'Interview,' 'Reference Check,' and 'Offer,' with all candidate communications logged automatically. Team collaboration features allow multiple interviewers to share notes and coordinate next steps without leaving their email environment.
Small teams and freelancers use Streak to manage projects with clients, tracking deliverables, milestones, and communications in a visual pipeline. Each project or task becomes a box that moves through stages like 'Planning,' 'In Progress,' 'Review,' and 'Completed.' Email threads related to each project are automatically linked, providing complete context without searching through inbox history.
Real estate agents track properties, buyers, and sellers through customized pipelines that match their workflow stages. They can monitor communication with clients, schedule follow-ups for property showings, track document submissions, and manage multiple transactions simultaneously. The Gmail integration ensures all client communications—whether about financing, inspections, or negotiations—are automatically associated with the correct deal.
Startups and fund managers use Streak to track investor communications and fundraising pipelines. They can monitor which investors have been contacted, track engagement through email opens, schedule follow-ups, and move prospects through stages from 'Initial Contact' to 'Due Diligence' to 'Closed.' The system maintains complete email history for each investor relationship within the fundraising context.
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15Five operates in the people analytics and employee experience space, where platforms aggregate HR and feedback data to give organizations insight into their workforce. These tools typically support engagement surveys, performance or goal tracking, and dashboards that help leaders interpret trends. They are intended to augment HR and management decisions, not to replace professional judgment or context. For specific information about 15Five's metrics, integrations, and privacy safeguards, you should refer to the vendor resources published at https://www.15five.com.
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