Overview: What is Streak?

Our goal for Streak is simple: give you the tools to manage relationships in the place where you live and work, your inbox! 

Streak's primary use is for Sales, Recruiting, and Customer Support but is flexible enough to be useful for everything from a personal To-Do list to Project Management.

If you're just starting to learn how to use the Streak Gmail extension, here are a couple of things you should know right from the beginning:

  • Streak helps you manage relationships by grouping email conversations into Boxes and placing those Boxes into Pipelines. Pipelines can then be used to track the work and status of all Boxes from start to finish. 
  • Streak is built for collaboration. You can share your Pipelines with your team so everyone can see the latest correspondence with a client or potential candidate. 
  • Streak also has many 'power tools' to make your email experience better. You can schedule emails to be sent later, create email snippets for the repetitive emails you send, send mass customized emails with a mail merge, and much more!

If you haven't installed the Streak extension yet, you will want to read Installing the Streak Extension next. Working through the CRM as you read the following support articles will help you get a good grasp of the tools available to you.

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