Streak is a customer relationship management application designed to operate directly within the Gmail interface. Initial account creation and onboarding require a desktop web browser, with supported extensions available via the Chrome Web Store, Mac App Store for Safari, and Edge Add-ons store. After completing setup on a desktop browser, users can install mobile applications to access their pipelines away from their desks. By residing inside the inbox, the platform unites everyday email communication, relationship management, and sales tracking into a single daily workspace.
The core structure relies on customizable pipelines, stages, and deal records referred to as boxes. Streak automatically logs email interactions across team members to maintain context on every deal. Beyond messages, each deal record compiles a chronological timeline featuring call logs, meeting agendas, notes, and attached files. Users can create custom fields for transaction details, set data validation rules to maintain database uniformity, and configure custom permissions and roles for individual pipelines.
Artificial intelligence capabilities assist teams by automating administrative data entry. AI functionality scans incoming emails, call logs, and web sources to populate pipeline fields automatically. Magic columns log realtime deal metrics without manual effort, while formula columns accept natural language prompts to perform pipeline calculations. Users can generate instant AI deal summaries or use a natural language interface to query deal histories regarding key decisions, valuation details, or recent updates without switching tabs.
Outreach features allow users to conduct personalized email campaigns directly from Gmail. Streak includes mail merge functionality, email open and link click tracking, shared email snippets for standard replies, and automated follow-up sequences with engagement tracking. For operational tracking, team members can assign follow-ups, set due dates, view priority filter highlights at the top of their inbox, and sync tasks with Google Calendar. Mobile tools also include caller ID identification for matched leads.
For reporting and external software connectivity, Streak provides customizable reporting dashboards with filterable charts alongside scheduled exports to Google Sheets. The platform offers direct integrations with Slack, including channel notifications, slash commands, and Slack message-to-task conversions. It connects to forms from Calendly, Typeform, and Google Forms, captures LinkedIn leads directly, and links to over 9000 applications via Zapier. Developers can utilize an API and webhooks, while a Model Context Protocol (MCP) server connects external AI assistants to CRM data.
Real estate professionals can manage buyers, sellers, and listings through custom pipelines. Agents track commission rates, property types, close dates, attorney contacts, and disclosure paperwork on chronological timelines. Automated email tracking notifies agents when clients open counteroffers or listings. Tasks sync automatically with Google Calendar to manage showings, inspection dates, and closing deadlines. Additionally, mobile caller ID identifies incoming calls from matched pipeline contacts while agents are away from their desks.
Travel Agency Trip Booking
Travel agencies use Streak inside Gmail to track inquiries, active trip itineraries, and vendor relationships without leaving their inbox. AI features read incoming emails and call logs to capture traveler preferences, dietary restrictions, and payment deadlines automatically. Agencies send booking confirmations, seasonal promotions, and trip updates using personalized mail merge campaigns. Call logs, recordings, and transcripts integrate into each trip record, providing team-wide visibility into every client's travel history and pending confirmation numbers.
Venture Capital Deal Flow and LP Fundraising
Venture capital firms track deal flow and limited partner relationships using specialized pipelines. Investors capture founder details directly from LinkedIn profile pages and enrich records using AI web research. Attachments such as pitch decks and financial statements automatically populate onto deal records from email threads. Shared timelines prevent duplicate outreach by notifying colleagues when a founder is already being contacted, while fundraising pipelines track LP commitments, investment history, and stage progress.
Email Outreach and Campaign Management
Sales and business development teams scale email outreach using mass mail merge directly from their Gmail accounts. Campaign performance tracking monitors open and link click rates, enabling users to identify engaged prospects and compare campaign performance. Teams save reusable email snippets to maintain messaging consistency and configure automated follow-up sequences to maintain engagement. Out-of-office detection and duplicate outreach warnings ensure that contacts are messaged accurately and efficiently.
Team Pipeline Automation and Slack Notifications
Organizations automate workflow tasks and keep teams updated on deal updates using Streak automations and Slack integrations. Custom alerts post to public Slack channels when boxes change stages, tasks become due, or deals remain inactive beyond defined thresholds. Team members can use slash commands in Slack to search deal records, update pipeline fields, or convert Slack discussion messages into CRM tasks and deal comments without navigating away from Slack conversations.
AI-Assistant CRM Integration via MCP
Teams connect external AI tools such as Claude, ChatGPT, Cursor, and VS Code to Streak using its Model Context Protocol server. Once connected via OAuth, AI assistants can query CRM records, update pipeline fields, log notes, and create tasks. AI assistants can also generate on-demand visual analytics, such as deal value bar charts or monthly close rate trends, using real pipeline data while adhering to user access permissions.
Alternatives to Streak
Other tools in Sales, listed A–Z. No vendor pays to appear here.
Account setup and initial onboarding must be completed on a desktop web browser. Streak provides browser extensions for Google Chrome via the Chrome Web Store, Apple Safari via the Mac App Store, and Microsoft Edge via the Edge Add-ons store. Once onboarding is complete on desktop, users can install mobile applications on iOS or Android devices to manage their pipelines on the go.
How does Streak integrate with Slack?
Streak connects to Slack in two ways. The Streak for Slack app installs into channels for free on any plan, enabling automated pipeline notifications, slash commands to search and update deal records, and the ability to convert Slack messages into deal comments or tasks. Additionally, custom automations on Pro+ and Enterprise plans can post tailored Slack alerts triggered by pipeline updates, stalled deal timers, or AI insights.
What is the Model Context Protocol (MCP) server in Streak?
The MCP server is an open-standard integration that allows external AI tools to connect securely with Streak CRM data using OAuth authentication. Once connected, AI tools like Claude, ChatGPT, Cursor, and VS Code can search deal records, update pipeline fields, log notes, create tasks, and generate custom visual analytics like bar charts and close rate trends based on real pipeline data.
Can external AI assistants read my emails through the MCP server?
No. Streak's MCP server provides connected AI assistants with access to CRM pipeline data, such as boxes, custom fields, comments, tasks, and contact timelines. However, it does not expose raw email content to external AI assistants. To analyze email content using artificial intelligence, users can utilize Streak's built-in AI features directly inside the Gmail interface.
How does AI automated data entry work in Streak?
Streak AI automatically scans incoming emails, call logs, meeting notes, and public web sources to populate pipeline fields without requiring manual copy-pasting. Features like magic columns log realtime data points across deal records, while formula columns process calculations based on natural language prompts. Additionally, AI Autofill can update transaction details automatically following buyer walkthroughs or phone calls.
What email outreach features are included in Streak?
Streak provides email outreach tools directly inside Gmail, including mail merge campaigns with personalized fields, email view and link click tracking, shared email snippets for common replies, and automated follow-up sequences. Users receive instant browser or email notifications when recipients engage, and tracking analytics allow teams to compare the engagement performance of different campaigns over time.
How does Streak prevent duplicate team outreach?
Streak maintains a shared contact database across the organization with unified interaction timelines. When a team member opens a contact record or prepares an email, Streak displays warning notifications if another colleague has already exchanged emails with that recipient. This visibility helps teams coordinate communication, avoid overlapping messages, and manage relationships clearly across sales, fundraising, or vendor pipelines.
How do custom permissions and roles work in Streak?
Streak allows administrators to define custom roles and permission levels on an individual pipeline basis. Each user can be assigned specific access rights for viewing, editing, or managing data within a given pipeline. This granular permission control ensures that sensitive transaction data, financial records, or operational details remain protected while giving team members appropriate access to their active work.
Can I export my Streak CRM data for external reporting?
Yes. In addition to customizable in-app reporting dashboards and charts, Streak supports scheduled automated exports of pipeline data directly into Google Sheets. Teams can use these regular exports to build custom reporting views, generate executive dashboards, or combine CRM records with external business data without manually downloading CSV files.
Who uses Streak?
Streak is designed for sales teams, real estate agents and brokers, travel agencies, venture capital and investment firms, fund managers, and small to medium-sized businesses operating within Google Workspace.
Sales teams
Real estate agents and brokers
Travel agencies
Venture capital and investment firms
Fund managers
Small and medium-sized businesses
Streak pros and cons
Until real users review Streak, this tab shows what the vendor highlights and the points worth checking — never invented opinions.
What Streak highlights
Native integration into Gmail eliminates the need to switch between email clients and separate CRM software.
Built-in AI tools automate data entry, construct magic columns, generate deal summaries, and answer natural language questions.
Included Model Context Protocol (MCP) server enables external AI assistants to read, update, and visualize CRM data at no extra cost.
Mass email campaigns include mail merge, view and click tracking, shared snippets, and automated follow-up sequences.
Points to check before choosing
Account setup and onboarding must be completed on a desktop browser before mobile apps can be used.
Advanced automations, custom Slack alert triggers, and AI action steps require Pro+ or Enterprise plans.
The MCP server integration grants access to CRM pipeline records but does not expose raw email content to external AI assistants.
The vendor's site does not publish specific data storage limits or geographical data residency locations.
Streak features
Gmail-Embedded Pipelines
Streak embeds CRM pipelines directly inside the Gmail interface. Users can track deals, assign tags to incoming emails, and view complete interaction histories without switching applications. Chronological timelines gather emails, meeting notes, call logs, deal comments, and attached files into a shared workspace, ensuring full team visibility on every account.
AI Data Entry and Magic Columns
Streak utilizes artificial intelligence to scan emails, call logs, and web sources to automatically populate CRM fields. Magic columns record realtime data points for every deal to maintain fresh information without manual effort. In addition, formula columns process pipeline logic and calculations based on natural language prompts entered by the user.
Deal Q&A and AI Summaries
Deal Q&A allows users to enter natural language questions about any deal record to retrieve immediate answers from historical communications, decisions, and notes. AI deal summaries generate quick updates regarding where a deal stands, summarizing past interactions and highlighting required next steps for team members.
Email View and Click Tracking
Email tracking provides realtime visibility into when recipients open emails and click embedded links. Users receive instant browser or email notifications upon recipient engagement. Tracking timestamps and open counts allow sales reps, travel agents, and real estate professionals to gauge prospect interest and decide when to follow up during negotiations or active outreach.
Mail Merge and Sequence Campaigns
Mail merge enables users to send mass personalized email campaigns directly from their Gmail accounts. Campaigns feature open and click tracking, out-of-office detection, and comparative performance analytics. Teams can also build automated follow-up sequences and share standardized email snippets to handle repetitive inquiries consistently across team members.
Contact Enrichment and Database Management
Streak builds a shared contact and company database across the team. Contact enrichment automatically pulls profile data from LinkedIn and social media sources when available. Shared interaction timelines show all emails exchanged with a contact, while duplicate outreach warnings notify team members if a colleague has already messaged a person.
Task Management and Calendar Sync
Task management tools allow users to create follow-ups, set due dates, and assign tasks to specific team members. Priority tasks and pipeline filters highlight critical items at the top of the inbox. Tasks synchronize with Google Calendar, and stage changes can trigger automatic task creation based on configured workflows.
Roles and Permissions Customization
Administrators can assign custom permission levels and roles to individual users on a per-pipeline basis. This granular control ensures team members maintain appropriate read, write, or editing access for specific deal stages, contact records, and company pipelines, thereby safeguarding sensitive operational or financial information across different team functions.
Streak Automations and Form Lead Capture
Streak automations execute repetitive CRM tasks, including automated lead assignments, task generation, and pipeline status updates. Website lead capture automatically converts form submissions from Calendly, Typeform, and Google Forms into new prospect boxes inside CRM pipelines, eliminating manual administrative work when new leads request information or schedule appointments.
Slack App and Automated Slack Alerts
The Streak for Slack app allows teams to receive channel notifications for pipeline activity, search and update deal records using slash commands, and convert Slack messages into deal notes or tasks. Additionally, custom automations post configurable Slack alerts based on deal updates, inactive deal timers, or AI insights.
Model Context Protocol (MCP) Server
Streak provides a built-in Model Context Protocol server that links CRM data to external AI assistants like Claude, ChatGPT, Cursor, and VS Code. Operating over secure OAuth authentication, the server enables connected AI tools to read records, create boxes, update fields, and generate custom visual analytics on demand.
Reports Dashboard and Google Sheets Export
The reporting dashboard provides flexible filters and charts to measure overall pipeline performance, deal stage progression, funnel metrics, and team activity. For custom reporting workflows, custom visualizations, and deeper data analysis, Streak supports scheduled, automated exports of live CRM pipeline data directly into Google Sheets spreadsheets.
Streak pricing
We don't publish prices: they change often and differ by country. Check current plans on Streak's own pricing page.
Streak offers a free plan along with paid subscription options such as Pro+ and Enterprise plans. Specific features, including advanced CRM automations, custom Slack alert triggers, and AI action steps, are restricted to Pro+ and Enterprise tiers. The vendor's site does not publish monetary subscription prices or currency rates.
Streak integrates natively with Google Workspace applications including Gmail, Google Calendar, and Google Sheets. It offers a dedicated Slack app for channel notifications, slash command deal updates, and Slack-message-to-task creation. An integrated Model Context Protocol (MCP) server allows connections to AI assistants such as Claude, ChatGPT, Cursor, and VS Code. Lead capture integrates with Calendly, Typeform, and Google Forms, while LinkedIn integration allows lead capture directly from profile pages. Phone call tracking integrates with Allo. For broader connectivity, Streak provides a developer API, webhooks, and access to over 9000 applications through Zapier.
Gmail
Google Calendar
Google Sheets
Google Forms
Slack
Claude
ChatGPT
Cursor
VS Code
LinkedIn
Calendly
Typeform
Allo
Zapier
Streak support
Streak provides customer support through live chat accessible on its website and within its applications. Documentation includes setup guides for browser extensions, mobile applications, Slack integration, and MCP server configuration. Users can also access feature guides and setup tutorials.
Chat support
Setup guides
Online documentation
Streak reviews
We don't show a rating for Streak until at least 10 real users have reviewed it — so far, 0 of 10. Reviews are read and approved by hand; none are identity-verified, but none are bought or invented either.
How this page was made
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This page was written with AI from 9 pages of streak.com's own website (read on Sep 16, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested Streak.
