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Startup CRM for Founders, Built Into Gmail

Track fundraising, sales, and hiring, right in Gmail

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Manage startup fundraising in Gmail

Manage every investor conversation through your round and follow up at the right time, without leaving Gmail. See how Streak supports startup fundraising.

Streak Investor Tracking pipeline showing 72 investors organized by stage — 12 Identified, 24 Initial Outreach, 3 Intro/Warm Up, 7 Discovery Call Completed, 12 Pitch Deck Shared — with Investor Type, Source, Potential Check Size, and Notes columns. Investors include Northstar Ventures (VC Fund, Warm intro, $500K), Maple Growth Capital (Growth Fund, LinkedIn, $1M), Relay Angels (Angel Group, Founder network, $250K), Horizon Seed Fund (VC Fund, Investor referral, $750K), Bluefield Capital ($1.5M), and Cedar Hill Partners (Family Office, $400K)

Streak Investor Tracking pipeline filtered to "Needs push" — Date of last email before 7 days ago, Last email from = Me, Assigned to = Me — sorted oldest to latest, grouped by Stage — showing Northstar Ventures (Jun 6), Maple Growth Capital (Jun 6), Relay Angels (Jun 8), Horizon Seed Fund (Jun 9), Bluefield Capital (Jun 10), Cedar Hill Partners (Jun 10), Launchpad Syndicate (Jun 12)

Streak AI pipeline builder — "Describe your fundraising process" — generating a complete Investor Tracking pipeline with stages (Identified, Initial Outreach, Intro/Warm Up, Discovery Call Scheduled, Discovery Call Completed, Pitch Deck Shared, Data Room Shared, Diligence, Committed, Passed) and columns (Investor Type, Source, Potential Check Size, Fund Focus Area, Interest Level, Notes/Concerns, Lead Partner, Days in Stage) — with callout "Describe your process and see a pipeline built in seconds"

Streak AI Ask "What are the remaining steps before Relay Angels moves into diligence?" — Answer: Relay Angels has reviewed the pitch deck and completed an introductory call with the founding team on Jun 9. Next steps: share updated growth metrics, provide customer references, schedule a follow-up discussion with Rhea Levin. Access to the data room was provided following Rhea's request on Jun 12. Relay Angels is currently reviewing the additional materials before moving into diligence.

Track your startup's sales in a dedicated pipeline

Prioritize the deals that matter and always know where to focus.

Streak Sales box timeline for Acme Analytics — showing "Proposal approved and procurement kickoff" (Ethan/Olly), Ashwin Santiago @Ethan "Procurement has requested the final agreement package", Call log from Ashwin S (reviewing proposal and pricing), Ashwin S changed stage to Proposal Accepted, "Demo and requirements recap" (Solution_Overview.pdf), "Discovery call with Acme Analytics" — the full deal history in one shared view

Streak Sales pipeline filtered to "High Priority" — Deal size > $2,000, Priority = High, Assigned to = Nicolas Trevino — sorted by deal size highest to lowest, showing Product Demo stage: Redwood Financial ($6,800), Helix Health ($6,400), Peak Logistics ($5,720), Sterling Retail Group ($5,600), Harbor Insurance ($5,450), Nova Manufacturing ($5,260), Summit Energy ($4,800)

Gmail email "Implementation Timeline" from Nicolas Trevino to Olly Schroeder — Streak email tracking showing 8 views, 2 clicks, viewed 2 days ago — with locations: San Francisco CA, Palo Alto CA, Charleston SC, Manchester England — and a "Security Materials" link click tracked — helping the team follow up with engaged prospects at the right moment

Streak Sales box for Acme Analytics showing Upcoming tasks — "Finalize security review questionnaire" (in 2h), "Confirm implementation timeline and onboarding plan" (in 1d), "Prepare final agreement for signature" (in 2d) — and Adem Lane @Nicolas about SSO setup and data retention policies, with Nicolas's reply confirming follow-up and upcoming Security_Overview.pdf and OrbitalAI_Compliance_Guide.pdf attachments

Track candidates and hiring to grow your team

Track referrals, applications, and interviews inside Gmail, and save time on outreach.

Streak AI pipeline builder — "Describe your hiring process" — generating a complete Candidates pipeline for a SaaS startup with stages (Applied, Recruiter Screen, Technical Assessment, Team Interview, Offer Extended) and columns (Roles, Source, Seniority, LinkedIn, Interview Date, Days in Stage, Incomplete Tasks Count, Date of Last Interaction) — with saved views for Staff Engineer, Account Executive, Customer Representative, and US (Remote)

Streak mail merge "Let's Move Forward" draft to 46 candidates — with <contact_givenName> and <position_name> variables — and a 3-step automated follow-up sequence: initial invite, wait 3 business days at 9am (follow-up), wait 2 business days at 9am (final follow-up)

Streak Candidates box timeline for Marcus Chen — showing Meeting notes from Nicolas T (take-home assessment and prior experience), Next Steps: Meet the Engineering Team (Engineering_Interview_Agenda.pdf), Call log from Sherry L (screening call about engineering background), Nicolas changed stage to Team Interview, Meeting notes reviewing application, Application follow-up — the complete candidate history in one view

Develop partnerships and business development in Gmail

Manage contacts across deals and projects, from your desktop and on the go.

Streak contact record for Vertex Cloud (Strategic Partner) — showing Partnership Type: Cloud Infrastructure Partner, Industry: Cloud Infrastructure, Primary Market: North America, Services: Cloud Hosting / DevOps / Security, Referral Agreement: Active, Website: www.vertexcloud.ai — automatically enriched from email history and web data

Streak Business Dev pipeline with AI Autofill populating Website and Partner Type columns — Acme Analytics (www.acmeanalytics.io, Data Analytics), Nexus Commerce (www.nexuscommerce..., E-commerce), Vertex Cloud (www.vertexcloud.ai, Cloud Infrastructure), BrightPath Solutions (www.brightpath.co, Enterprise Software), DataForge AI (www.dataforge.ai, loading)

Streak Business Dev box for Vertex Cloud showing the Files tab — with Partnership_Agreement_Signed.pdf, Referral_Program_Addendum.pdf, Partner_Lead_Tracking_Template.xlsx, Integration_Requirements.pdf, Joint_GTM_Plan_v3.docx, VertexCloud_Partnership_Proposal.pdf, and Partner_Onboarding_Checklist.pdf — all stored directly on the partnership record in Gmail

Organize customer interviews and market research

Reach customers, capture what you learn, and keep it organized.

Streak Market Research pipeline showing 56 total — 16 Leads, 21 Invited, 5 Interview Scheduled — with Role and Company columns. Leads include Ava Bentley (Rachel Brooks, Redwood Financial), Sarah Chen (Adem Lane, Director of Operations, Helix Health), Michael Ross (Zara Bush, VP Data, Peak Logistics), Priya Kapoor (Owen Harding, Product Manager, Sterling Retail), and David Kim (Ethan Valdez, Operations Lead, Harbor Insurance)

Streak mail merge "Help us improve our product" draft to 12 research participants — with <contact_givenName> variable and a 3-step follow-up sequence (wait 3 business days, wait 2 business days) — for scalable customer discovery outreach

Streak call log from Nicolas T — Allo Outbound Call with Sarah Page, Director of Analytics at Acme Analytics. Summary: customer research interview about how analytics teams manage reporting, stakeholder requests, and cross-functional collaboration. Team supports Sales, Finance, and Operations reporting; most requests arrive through email/Slack; significant time spent gathering data from multiple systems. Next steps: share interview findings with product team, compare insights against other analytics leaders, evaluate recurring workflow patterns for roadmap planning.

Frequently asked questions

What is a startup CRM?

A startup CRM is a tool founders use to track investors, customers, and candidates in one place. A Gmail-based CRM like Streak does this inside the inbox founders already work from.

Is Streak a good CRM for early-stage startups?

Yes. Streak runs inside Gmail, sets up in minutes, and adapts to fundraising, sales, and hiring — so a small team can manage every relationship without a dedicated CRM admin.

How is a Gmail CRM different from Salesforce or HubSpot?

Standalone CRMs assume a sales team and a separate login. Streak lives in Gmail and flexes across founder workflows, so there's no second app to maintain.

Can I track fundraising and sales in the same CRM?

Yes. Each workflow is its own pipeline with its own stages and fields, managed side by side.

How long does it take to set up?

Minutes. Describe what you want to track and Streak builds a fully-customized pipeline for your process, or start from a template.

Is Streak free?

Streak has a free plan for email tools like mail merge and email tracking. Pipeline and CRM features require paid plans.

One CRM for every relationship your startup runs on, built into Gmail

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Streak Sales pipeline in Gmail showing 12 Leads, 24 Discovery Call, 3 Product Demo — Redwood Financial (Leads, $6,800), Helix Health (Leads, $6,400), Peak Logistics (Leads, $5,720) — accessible directly from the Gmail sidebar for founders to manage their entire sales pipeline