How to Setup Streak CRM for Effective Customer Relationship Management


At a time when businesses are increasingly looking for ways to build lasting relationships with customers, efficient and effective customer relationship management (CRM) is more important than ever. Streak CRM is a powerful tool that can help you achieve this goal. In this comprehensive guide, we will show you how to setup Streak CRM for maximum benefit.

Whether you’re a solopreneur or a team leader, Streak CRM can help you track and manage your customer interactions, streamline your sales process, and enhance your overall productivity. But before we dive into the details, let’s take a moment to introduce Streak CRM and how it works.

What is Streak CRM?

Streak CRM is a Google Chrome extension that integrates with Gmail and enables you to manage your sales pipeline right from your inbox. It is an intuitive and user-friendly tool that can help you stay organized, collaborate with team members, and automate your workflows.

With Streak CRM, you can easily track your emails, create customized pipelines, schedule follow-ups, and generate reports. It is a highly flexible and customizable tool that can be tailored to fit the specific needs of your business.

Why use Streak CRM?

Streak CRM offers several benefits that make it an attractive choice for businesses of all sizes. Here are a few reasons why you should consider using Streak CRM:

Benefits of Streak CRM
Easy to use and intuitive interface
Integrates with Gmail and Google Workspace
Customizable pipelines and stages
Collaborative features for team-based workflows
Email tracking and analytics
Automation of repetitive tasks
Robust reporting and analytics

As you can see, Streak CRM offers a wide range of features that can help you accelerate your sales process, build stronger customer relationships, and achieve your business goals.

How to Install Streak CRM

Before you can start using Streak CRM, you need to install the extension in your Google Chrome browser. Here’s a step-by-step guide to help you get started:

Step 1: Go to the Chrome Web Store

Open your Google Chrome browser and go to the Chrome Web Store by typing in the address bar.

Step 2: Search for Streak CRM

In the search bar, type Streak CRM and hit enter. The Streak CRM extension should appear in the search results.

Step 3: Add Streak CRM to Chrome

Click on the Add to Chrome button next to the Streak CRM extension. A pop-up will appear asking you to confirm the installation. Click on Add Extension to proceed.

Step 4: Sign in to your Google Account

Once the extension is installed, you will be asked to sign in to your Google Account. Enter your email address and password to continue.

Step 5: Enable Streak CRM in Gmail

Open your Gmail inbox and you should see a new tab labeled Pipeline. Click on it to start using Streak CRM.

Creating Your First Pipeline

Now that you have installed Streak CRM and enabled it in Gmail, it’s time to create your first pipeline. Here’s how to do it:

Step 1: Click on the Pipeline Tab

In your Gmail inbox, click on the Pipeline tab to access Streak CRM.

Step 2: Click on New Pipeline

On the left-hand side of the screen, click on New Pipeline. A pop-up will appear asking you to choose a template.

Step 3: Choose a Template

Streak CRM offers several templates that you can use as a starting point. Choose the one that best fits your needs.

Step 4: Name Your Pipeline

Give your pipeline a name that reflects its purpose. For example, if you’re setting up a pipeline for your sales process, you could name it “Sales Pipeline”.

Step 5: Customize Your Pipeline

Once you’ve named your pipeline, you can customize it by adding stages, fields, and filters. Streak CRM allows you to tailor your pipeline to fit the specific needs of your business.

Adding Contacts to Your Pipeline

Once you have created your pipeline, it’s time to start adding contacts to it. Here’s how to do it:

Step 1: Open a Contact’s Email

Open an email from a contact you want to add to your pipeline.

Step 2: Open the Sidebar

On the right-hand side of the screen, you should see a sidebar labeled Streak CRM. Click on it to open the sidebar.

Step 3: Add the Contact to Your Pipeline

In the sidebar, click on Add to Pipeline and choose the pipeline you want to add the contact to.

Step 4: Fill in the Contact Information

In the pop-up, fill in the contact information such as name, email, phone number, company, etc. You can also add custom fields if needed.

Step 5: Assign a Stage

Choose the stage that best fits the contact’s position in your sales process. For example, if the contact is a new lead, you could assign them to the “Prospecting” stage.

Automating Your Workflows with Streak CRM

Streak CRM offers several automation features that can help you save time and increase productivity. Here are a few examples:

1. Snippets

Snippets are pre-written messages that you can insert into your emails with a single click. They can help you save time and ensure consistency in your communication.

2. Mail Merge

Mail merge allows you to send personalized emails to a large group of contacts at once. It is a powerful feature that can help you increase engagement and conversions.

3. Scheduled Emails

With Streak CRM, you can schedule emails to be sent at a later time. This can help you ensure that your emails are sent at the most appropriate times for maximum impact.

Tips for Using Streak CRM Effectively

To get the most out of Streak CRM, here are a few tips to keep in mind:

1. Customize Your Pipelines to Fit Your Business

Streak CRM offers a high degree of customization, so take the time to tailor your pipelines and stages to fit the specific needs of your business.

2. Use Filters to Stay Organized

Filters can help you stay organized and focused by allowing you to view only the contacts, emails, or tasks that are most relevant to your current workflow.

3. Collaborate with Team Members

Streak CRM offers several collaborative features that can help you work more effectively with team members. Make use of these features to streamline your workflows and enhance productivity.

Frequently Asked Questions

1. Is Streak CRM free?

Streak CRM offers both free and paid plans. The free plan includes basic features, while the paid plans offer additional functionality and support.

2. Does Streak CRM integrate with other tools?

Yes, Streak CRM integrates with several popular tools such as Zapier, Trello, and Salesforce.

3. Is Streak CRM easy to use?

Yes, Streak CRM is designed to be user-friendly and intuitive. However, like any new tool, it may take some time to get used to.

4. Can I use Streak CRM for project management?

While Streak CRM is primarily designed for sales management, it can also be used for project management.

5. How secure is Streak CRM?

Streak CRM takes security and privacy seriously and uses industry-standard encryption to protect your data.

6. Can I import my existing CRM data into Streak CRM?

Yes, Streak CRM offers an import feature that allows you to import your existing data from other CRM tools.

7. Does Streak CRM offer customer support?

Yes, Streak CRM offers customer support to paid users.


In conclusion, Streak CRM is a powerful tool that can help you streamline your sales process, enhance customer relationships, and increase productivity. By following the steps outlined in this guide, you can get up and running with Streak CRM in no time.

We encourage you to take advantage of the many features and benefits that Streak CRM offers and see for yourself how it can transform your business.


The information provided in this article is for educational purposes only and should not be construed as professional advice. We do not guarantee the accuracy or completeness of the information contained in this article, and we are not responsible for any errors or omissions. Use Streak CRM at your own risk.

Related video ofHow to Setup Streak CRM for Effective Customer Relationship Management