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Business Funding
CRM in Gmail
Manage your business funding,
merchant cash advance, or brokerage
business all without leaving your inbox.
700,000+ Chrome store users
Used by Teams just like youRS
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Convert more applicants
and track dealflow in Gmail
Keep track of all the applicant details and loan documents you need to close a deal in one place - your inbox.
Seamlessly integrate your lead data into Gmail
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Create a pipeline with your emails organized into a deal for each lead in minutes. See who’s engaged with email tracking and interaction metadata. Track orders all the way through your process.
Gain insights automatically
Let your pipeline work for you - calculate loan details automatically in your pipelines. See real-time interaction data for your contacts. And close more deals with our magic columns by seeing which leads are your most engaged.
Customize your pipeline to match the way you work
Track what’s important to you with customizable pipelines to fit your business. Easily add and rename stages for each step of your process. Create your own columns and drop-downs. Streak lets you get started fast.
Upload customer lists with the importer tool
Import existing contacts with a few clicks. Streak contacts are auto-enriched with valuable data to help you learn more about each borrower or lender. Coming from another CRM? No problem! Migrating to Streak is as simple as importing a CSV file or Google Sheet.
Collaborate seamlessly
so you can scale faster
Transform your inbox with AI-powered insights. Automate menial tasks with powerful automations. And do it all safely and securely as you grow.
Find insights quickly with Streak AI
With Streak AI you have a CRM co-pilot beside you every step of the way. Ask questions, autofill data, and get a summary (complete with recommended follow-ups!) instantly for any deal in your pipeline.
Save time with integrations & automations
Native integrations allow you to connect Streak with third party apps and create automations without leaving Gmail. Integrate directly with tools like Calendly & Google Forms. Set up automations within Streak to create tasks for your teammates when opportunities reach a certain stage.
Sell collaboratively
All contributors on an opportunity can read full emails even if not included on the thread. This means that when new team members join your organization, they’re able to instantly get caught up on the current status of a deal or loan.
We scale with you
And check all the boxes with our pro features
Integrations + API
Importer tool
Email tracking
Reporting tools
Close deals faster
with email power tools
Communicate with your leads more efficiently and track their engagement for more targeted follow-ups.
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Track views on your sent emails
Gauge interest with email view tracking. Follow up with engaged leads who opened your emails multiple times and clicked on links.
Split email threads when conversations diverge
Keep conversations on point by separating email threads when they diverge into multiple topics or opportunities.
Email more efficiently with snippets
Streamline your process with saved replies and email templates for the most common questions, responses and requests your team receives.
Send mass, personalized emails from your inbox
Easily send high-volume outbound email campaigns to potential leads, send updates at each stage of the process and automatically check-in with personalized mass emails in Gmail. Schedule follow-ups at regular intervals if you don’t get a response.
Quickly create tasks
and automate follow-ups
Quit relying on your memory – or your scratch pad – to get everything done. Make sure nothing slips through the cracks with automatics tasks and reminders for every step of your process.
Custom tasks and follow ups for every stage
Automatically send out contracts (with follow-up reminders), schedule tasks for your co-workers and set-up reminders to follow-up so that deals stuck in application review don’t go stale.
Sync tasks with Google Calendar
Add due-dates and see your tasks displayed on Google Calendar to help plan your day. Never miss a closing deadline again.
Know what needs to get done at a glance
Create custom views of your important tasks by priority or for each part of your process. Surface them right in your inbox so you know what needs to get done each day.
750K+ happy users
Manage your business
while on the go
Update your pipelines, tackle your to-do list, and track how your team is doing this month from anywhere with our iOS and Android apps.
Update your pipelines from anywhere
Add details to your pipelines when you’re on calls with clients or on the go. Take notes about a client’s financial history or add tasks to your to-do list while you’re on a call.
Access your inbox and CRM in one app
Quit switching apps - view emails in your inbox and add them to your pipelines from the Streak mobile app. Get context for each email and quickly find more details when you need them.
Track your big-ticket deals at any time
Stay up to date with the latest developments for your deals, and ask your team for updates by adding comments to your opportunities, all from your mobile device.
