{"id":14966,"date":"2017-07-25T04:00:28","date_gmt":"2017-07-25T09:00:28","guid":{"rendered":"https:\/\/www.rocksdigital.com\/?p=14966"},"modified":"2025-06-17T09:01:51","modified_gmt":"2025-06-17T14:01:51","slug":"how-to-using-streak-gmail-crm","status":"publish","type":"post","link":"https:\/\/www.rocksdigital.com\/how-to-using-streak-gmail-crm\/","title":{"rendered":"A Helpful How-To on Using Streak\u2019s CRM Integration"},"content":{"rendered":"
\"Streak<\/a>
Alexander Supertramp\/shutterstock.com<\/figcaption><\/figure>\n

One of the challenges of being a business owner\/entrepreneur is finding tools that work<\/a> and that won\u2019t break the budget, and that includes tools for CRM. Once in a while you actually find a free version of something that works well for your current needs and when you do, you might move into the premium version.<\/p>\n

Right now, my favorite tool in that vein is Streak (relax \u2013\u00a0this does not involve sitting in your office sans clothing!). Streak bills itself as a CRM for Gmail<\/a>. It works with Gmail accounts, both regular Gmail and the G Suite.<\/p>\n

The Benefits of Streak for CRM with Gmail<\/h2>\n

There are several uses for Streak, so I thought I\u2019d share a few of my favorites.<\/p>\n

The schedule feature comes in really handy for night owls like myself who don\u2019t necessarily want people to know we were awake writing blog posts<\/span> (*ahem*) emails in the wee hours of the morning (it\u2019s a boundaries thing).<\/p>\n

\"Streak<\/div>\n

 <\/p>\n

And the tracking isn\u2019t just your standard read receipt, it tells you each time it is opened. This can be handy to know for follow-up conversations<\/a> because it can give you a sense of how fresh your communication is in the mind of the client.<\/p>\n

CRM Lead Tracking with Streak<\/h3>\n

One of the primary features is that it allows you to track leads:<\/p>\n

\"Streak<\/div>\n

 <\/p>\n

Just open up a new Sales\/CRM option, or use the Business Development option.<\/p>\n

Then put your emails into the pipelines:<\/p>\n

\"Streak<\/div>\n

And you end up with something like this:<\/p>\n

\"Streak<\/div>\n

You can change the colors of the different stages, add new stages, and delete stages. Plus you can see when the last email was within a particular project from the pipeline view.<\/p>\n

On the sidebar within an email<\/a> you can see a number of key pieces of information:<\/p>\n