New

We’re introducing an archived users feature that allows you to preserve team members’ data even after they leave your Streak team.

Archiving users allows you to cancel a former teammates' Streak and Google Workspace accounts while still preserving their emails and email attachments in your team’s Streak account.

Archived Users is included in our Pro+ and Enterprise plans for teams who are looking to optimize their workflow with native integrations and automation along with advanced reporting.

For each paid member of a Streak Pro+ or Enterprise plan, your team will be able to archive two users and preserve their data.

Learn more about archiving users in our blog or reach out to start a free trial of our Pro+ plan today.

New

You can now automate some of the most repetitive tasks in Streak without using a third party automation tool.

Native integrations and automation allow you to automate your CRM based on events that happen in Streak or in apps like Calendly and Typeform – all without leaving your Gmail inbox.

Set up triggers and actions to automate lead capture, task creation, email campaigns, and more.

Native integrations and automation are available on our new Pro+ plan and Enterprise plan.

Head to the Integrations & Automation menu to begin a free trial of our Pro+ plan and start automating your workflow today.

Learn more in our blog.

Fix

We know it’s important for your tools to be reliable and effective day in and day out. That’s why our engineers dedicate time not only to building exciting new features, but to fixing anything that might be broken or slightly off in Streak.

Check out our blog to see what changed with recent fixes and improvements.

New

Funnel reports help you uncover bottlenecks and leaks in your pipelines so you can fine-tune your processes and convert more leads.

You’ll gain actionable insights with:

• Visualizations of your conversion funnel
• Comparison charts to see which lead sources, date ranges, sales reps, or customer types convert best (advanced features)
• Endless customization by filtering and grouping your funnel data sources (advanced features)

Basic funnel reports with funnel visualizations are available for Pro plans. Advanced funnel reports include comparison charts and custom data sources and are available for Enterprise plans. Pro plans will have access to advanced features while funnel reports are in beta.

Learn more in our blog, or review our plans and pricing.

New

We recently updated the Streak iOS app to allow you to add and edit contacts from your iPhone or iPad.

Now, you can add the companies they work with as organizations to better manage relationships, deals, and opportunities in your CRM using your iPhone or iPad.

Organizations allow you to track each contact that you have within a single company. They help you map out relationships and stay on top of your team’s communication history with automatic timelines of emails and events in organization pages.

Learn more and find step-by-step instructions in our blog.

Fix

Our engineers spent a few days fixing bugs and making improvements throughout Streak.

Check out what changed and learn more in our blog.

New

Streak’s mobile app for iPhone and iPad allows you to access your CRM and Gmail inbox on the go.

We recently added the ability to access and use your saved views in the mobile app on iOS devices.

Saved views you to filter, sort, and group your pipelines to see which opportunities need your attention the most.

For example, you can use saved views to quickly find:

👤 Leads assigned to you

👻 Contacts with no interaction in 7 days

🗓️ Deals closing this week

📍 Properties or clients in a certain region

⭐ High priority deals

👁️ Customer segments based on email tracking engagement data

Learn more in our blog.

It’s now easier to add contacts and organizations to an existing mail merge.

Just look for the email icon next to a contact or organization, select "Add to Mail Merge," and choose which mail merge you’d like to add them to.

You can find contact cards:

• in the Streak sidebar next to an email conversation that's been added to a pipeline
• in your pipeline view
• in the box view
• in the contact sidebar

Once you create your mail merge, add new recipients to the email sequence each time you need to reach out to new leads, get feedback, ask for reviews, or in any other scenario that requires outreach.

Learn more in our blog.

New

Link tracking in Gmail gives you valuable insights by showing you when a recipient clicks on links in your emails.

Tracking links in your emails will show you:

• Number of times your recipient clicked on links in an email
• Which links were clicked during each email view
• When they clicked links in your emails
• What type of device they were on when they clicked a link
• Where they were located, if available, when they clicked a link

Link tracking is included in Streak solo, pro, and enterprise plans.

Learn more about tracking links in our blog.

Fix

We recently launched a completely new version of our iOS app. This included new layouts for iPad and iPhone, as well as new functionalities in the app.

Since launch, we’ve been busy pushing out a few fixes to make the experience smoother and more intuitive.

Using an Android device? We have an app for that, too.

Recent updates

✔️ Tasks assigned on creation Similar to the desktop version of Streak, you’ll be assigned to any tasks you create by default. Change the assignee to any of your teammates to assign the task to them.

🔗 Tappable URLs URLs and email addresses in box fields weren’t tappable, but have been fixed so you can navigate directly to the link destination.

🗂️ Box field order For consistency, box fields are not arranged according to the order they’re set in the Streak desktop version.

💬 In app feedback The send button for in-app feedback wasn’t working - but this has been fixed and we want to hear from you!

🗑️ Deleting boxes This version fixes a bug where deleting boxes could sometimes fail.

🖊️Gmail signature preview You can now preview your Gmail signature in the app settings.

📥 Empty mailbox placeholder The app sometimes showed an empty mailbox placeholder when it shouldn’t in the mailbox view. This has been fixed so you’ll see the correct

📫 All Mail mailbox The All Mail mailbox wasn’t functioning in our iOS app, but is back in action.