Streak CRM Gmail also makes it possible to create visual charts and diagrams to help you track your progress. Manage and track your emails Using this CRM tool, you will be able to track your outgoing emails and sort your contacts by browsing their recent activity on Gmail. The extension displays your information in columns and allows you to delete, move or add new information. It’s important to organize all your relevant information, and Streak CRM for Gmail does just that. Customize your columns The next approach to adding milestones to your timeline is to determine the type of information you want to store. It is possible to assign colors to each step to facilitate identification. A pipeline stage can start with Lead, Demo, Negotiating and end with Closed-won. Milestones are the milestones of your workforce and represent the movement of an item from start to finish. Add stages to your pipeline Once you’ve selected your pipeline, it’s time to add more stages to your pipeline. It comes with pre-written templates that you can use for various processes such as projects, investment operations, support tickets, recruitment, etc. The Streak CRM Gmail tool is an efficient CRM tool that represents different workflows using pipelines. Set up your business pipelines After completing the setup steps, the next step is to set up your business. Next, you’ll link the tool to your Gmail account to begin setting it up. Search for it and then simply add it as an extension to your browser. Install the Streak CRM Gmail extension This tool can be installed from the official Streak website or from the chrome web store. Stages : Stages are the milestones or stages that form a pipeline.Boxes : Boxes are where you store all relevant information about your contacts, candidates, and clients.Columns : Columns refer to an arrangement of information that is collected and stored in a box.Pipelines : it refers to any workflow or process that contains several stages.Learn the terminology associated with Streak CRM for Gmail Before using the Streak CRM Gmail tool, you should understand the terminologies associated with this CRM tool. How to use the Streak CRM Gmail tool? Here are the steps you can follow to use the Streak CRM for Gmail tool for your Gmail accounts. It is also possible to opt for the Pro plan, which offers more advanced features, such as native support for dialers, reports and contact data. These plans give you the ability to send bulk emails and track emails. Startups with a low CRM budget can use Streak CRM’s free and affordable plans for Gmail. Not only can you integrate it with Gmail, you can also use it with other types of Google WorkSpace apps. The Solo plan and Free plan are plans you might consider if you run a small business. Who is the tool for? Streak CRM for Gmail offers different plans that are suitable for freelancers, startups, and Google users. It is very easy to install and connect to the cloud to effectively access your data from any mobile device or authorized account. The Streak CRM Gmail tool is compatible with several Google applications and ensures a secure connection to your different Gmail accounts. With the Streak CRM Gmail tool, it is possible to share pipelines, set reminders and assign tasks to encourage teamwork as well as productivity among your employees. to improve Gmail efficiency and management. The CRM tool has several cutting-edge features like pre-written templates, email tracking, mail merging, etc. Streak CRM for Gmail makes it convenient to manage your customer profiles, attachments, and other personal information to ensure efficient Gmail management. This CRM tool uses custom workflows to help you monitor day-to-day processes such as project management, recruiting, and sales. What is Streak CRM for Gmail? The Streak CRM Gmail tool is an extension for customer relationship management (CRM) that can be integrated into your Gmail to organize your emails efficiently. In this description, we discover the Streak CRM Gmail tool and its different features. Fortunately, there is a CRM tool like Streak CRM Gmail that freelancers and small businesses can use for free. However, most CRMs are difficult to learn and often require huge expenses. It shows that customer management tools help companies better organize and analyze data about their customers as well as their prospects to achieve their sales goals. Streak Gmail CRM 72% of businesses say using CRM tools gives them access to better buyer data and it’s estimated that conversion rates can increase by up to 300% using a CRM.
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