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Streak 2.0 Contacts — CRM inside Gmail, now with contacts
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Garry Tan
Hunter
Streak has been building the best CRM in Gmail for a few years now (we actually use it for all our dealflow at Initialized Capital) - and they're finally launching first class Contacts support.
Most CRM's do contacts terribly, Streak lets you create Contacts straight from emails, automatically enrich them with useful info (like title, company, phone number, etc), and search from them straight from the app you're already using - Gmail.
The team showed me some of the stuff they have in the works and this is definitely the tip of the iceberg, they're working on bringing tons of data in automatically into the CRM and this contacts feature was their first step to making that happen. Streak team is on a roll removing more and more manual work....
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New features look great. I've been using Streak as an alternative to a typical applicant tracking system for managing job applicants. I love that you can customize your pipelines (initially I used a few, now I use a lot - which lets me see more detail from the pipeline view). The integration right into Gmail just makes sense for an ATS, or (for many companies) a CRM. I also love that you can share pipelines with team members - for something that feels like a "Gmail addon", this was awesome to discover.
I think Streak's flexibility will let it be a stand in for a CRM or ATS (or other tools) for a lot of startups that don't need more built-out solutions.
@clay_to_n thanks for the kind words. We actually want to be the solution even for companies that need a "built-out" solution. We really do think of ourselves as a full blown web app and all the advanced functionality that is expected that...
Best CRM hands down. It's simple and get the job done. For some one who uses Gmail religiously, this is perfect !
I love Streak and the contacts management seems like a big deal now that they've added it. My only issue with Streak is that throughout the app you can see little bits of evidence that this is written by a team where English is not their first language. For example when building a mail merge they use the phrase "Given Name". In the states we would use "First Name" so it took a bit of time to figure some things out such as that. Once you get used to their phrasing on a few items it works really well.
@arlogilbert sorry that the text feels that way. The team here at Streak is mostly from the US and Canada so any issues you see are definitely a mistake. Feel free to send anything you find to aleem at streak and I'll take a look at fixing them.
I've been using streak for a while now. Great features, especially the tracking ones. Really makes my life easier, especially in terms of follow-ups. The contacts support looks great. Congrats.
Would love a Trello/Sortd like kanban view for flows - is this possible by any chance (that I have missed when using Streak)?
@hemalr87 This would be brilliant, I've thought this many times as well. Asana recently implemented Boards as well. I think this would be a great feature to add if you could toggle back and forth between views, because I'm sure some users would prefer the current setup but for many of us the visual view would be a default for a quick glance and then toggle to the current view for a more advanced review if needed.
Cool stuff. Where do the contacts live and can you access them / export them outside of Streak if needed?
@adawoodi great question - we store all the contact info but we're trying to get rid of the need for you to ever manage a contact list. Our hope is that we can always surface the right contact when you need it and make search really powerful.
As for using contacts outside of Streak, again we hope we can cover most use cases, but we are planning an integration with @Zapier as well so you can connect to other systems.
Did you have a particular use in mind?
@aloo I want to use those contacts with and without Streak. Meaning I don't want to create a contact in Streak, realize it doesn't exist when I log into Gmail without Streak. If I ever leave my org, I want the ability to move contacts.
Looks interesting, will definitely try this out. Somehow always felt that CRM and mail could sit together doing away with the overhead of working with multiple views. Anything coming up for Inbox?
@tmatthewj we're actively developing for Inbox as we speak and should have a beta soon.
Streak looks awesome. I'm excited to try it. It looks like it can replace my current CRM (which is a bit overkill for me) and my current gmail mail merge tool. This would save me money.
I have a wee little Inbox SDK question (if that is ok lol). Is it possible to use Inbox SDK to modify the modal you see when you over over a contact? I'd like to be able to add/modify that modal:
I've already looked at the api documentation and didn't really see it mentioned.
I've already looked at the api documentation and didn't really see it mentioned.@james_osullivan for the sdk, I highly recommend asking questions on the developer forum which is pretty active: https://groups.google.com/forum/...
As for your specific question, the SDK does not currently expose any way to modify those contact cards, although I think we might be adding some functionality there in a few months.
to really work for me I want to bulk import contacts, then I'll get rid of of my legacy contact manager. can I do that?
@athletetaxes we're working on an import but quick question - do all your contacts belong to a deal that you already have in Streak? If not, what would you want to use the contact for in Streak?
@aloo no they would not. I want to get ride of contactually and have everything live in google mail. your product gets me most of the way there. But I have contacts for marketing and past project not attached to a deal.
@aloo Any plans for an iOS update soon? Streak is great on the web but lost me on mobile.
@apcommunicate we're launching an Android app soon and iOS updates to follow. Whats the number 1 thing we could improve for you on iOS?
@aloo @apcommunicate REALLY looking forward to this! Both an iOS update that improves things over all (most importantly supporting the Tasks features) and the new Android version especially.
Thanks for posting @garrytan! We love the PH community, in our last hunt we got tons of feedback on Streak and looking for more of the same.
The Contacts feature in Streak actually started rolling out a few weeks ago but its now available for everyone. A little backstory on the feature: Users have been telling us for a while that contacts are really important to them. At first we thought it was just because contact info needed to be organized. But really, when we dug into it, the big user need was a way to connect different deals, opportunities or boxes (in Streak parlance) together. The relationship between these deals always centered around a person or company. So we made Contacts (and organizations) act as a pivot point so you can navigate from a sales deal to all the support tickets filed by the same person.
As @garrytan mentioned - this feature really sets us up for the future. We're trying to remove as much manual work from your day to day and adding individual emails to each one of your deals kind of sucks. You'll soon be able to check a box on a contact and we'll pull every email, calendar event, google doc, phone call from that person into your deal - it will work across your entire team.
Finally, we also decided to redesign the main box view in Streak - its way more customizable, it puts the history of the box front and center and its just much more pleasing to the eye :)
Just like last time, we're super interested in getting feedback from the PH community!
Thanks!
aleem
p.s. some recent blog post for more info on the new contacts and organization features: http://blog.streak.com/2016/11/g... and http://blog.streak.com/2016/12/s...
