![]() Streak allows for multiple users to collaborate effectively. Streak allows you to create teams to share and track your contact information. Streak CRM has excellent collaboration features. This eliminates the need to use multiple tools for each different process in your company. Streak CRM is designed to help businesses streamline and manage everyday workflows, such as contacting customers, tracking time spent on projects, and building new pipelines for recruitment. Streak can be used as an Applicant Tracking tool and custom applications for lead management, project management, and team collaboration. Using Streak, you can track leads, email about projects, and recruit, all through one tool.īuilt to organize and track sales-related information, Streak also comes with a number of other built-in applications that make it more versatile than a traditional CRM. Streak’s features include the ability to manage customer interactions and to create workflows around common business processes. Essentially, you can break down any job into steps that can be built as a workflow in Streak. With it, you can create a pipeline to manage support requests and IT issues and a process to manage recruitment efforts. One of the greatest advantages of Streak CRM is its versatility. Streak is also great for managing support tickets, keeping track of content creation, and more. ![]() Streak is a CRM that allows users to set up workflows to track their day-to-day business processes. Below, we have a few points that we liked most about Streak CRM. It is well-packaged and has some powerful features that make CRM more efficient. Streak is a lean, powerful tool that combines the simplicity of Gmail with an efficient CRM. You can now check when was the last time any one of your clients interacted with your business and in what sense.įor example, here’s a column that automatically shows who sent the last email and when, how many emails we’ve exchanged, and how many days this lead has been in the current stage. These automatically generated columns display additional data that Streak collects for each record as an individual communicates with your team. Magic Columns is one of their most amazing features. We can also add columns, which are called “magic columns”, where Streak automatically fills in the data for us. Streak easily lets you add, move, or delete the information you want to collect with ease.ĭepending on what you want it to include, you can add checkboxes, dates, or freeform text to a field. ![]() Streak ColumnsĪfter setting up the workflow, you can then display fields in columns to track the data you need to work with. Reviewing your team’s activity helps you stay up to date on recent calls and other interactions so you know where the conversation left off before replying to an email. The contact section shows us the individual people and companies that are involved in this.Īnd all of the contact information is organized in this contact card.įrom here, I can create a calendar invite for our upcoming call and invite contact with one click. We can also see details that we’re tracking like what products they’re interested in, how they learned about us, and more. This shows us what pipeline stage our lead is in and we can also see who this lead is assigned to and that there are a couple of tasks to complete before we move them to the next stage. Now that we’ve seen how we can organize emails and information in boxes and pipelines, we’ll dive in and see how it all works. We can move it through stages in our process as we complete actions like reaching out to a lead for the first time, giving a demo, scheduling interviews, or resolving a support ticket.Ĭolumns: it is the layout of the information that will be stored in the boxes. Stage: The steps of the pipeline or workflow are called stages. In this example, we’re tracking sales leads and each of our boxes is listed as a row in a pipeline. Pipeline: pipeline is the actual workflow. Depending on what we’re tracking a box could be a sales lead, a support ticket, a candidate for a job, or anything else. Here we can add emails, jot down notes, attach files, create tasks for ourselves, and keep it all organized in one place. A box is a place to store all of our information about a certain thing that we’re tracking. Below are definitions of these components, plus instructions for signing up for Streak.īoxes: With Streak, we can organize all of those emails into boxes. Now I’ll show you how Streak works and helps you organize your inbox, collaborate with your team, and be more productive in Gmail.įirst, let’s do a quick overview of the key components of Streak and how they all fit together.
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