The conflict between email and project management has been around since work communications became predominantly email based. What do you do, when all or most of your tasks are in email, but you need to do more? Well, if you are a Gmail user, let us introduce you to Streak CRM. It allows you to do more— a whole lot more— in Gmail.
Streak is an 'in Gmail' constituent relationship management (CRM) system. Manage projects, events, deals, tasks, and more. Additionally, Streak provides some pretty sweet bonuses around project management, including tasks, call logs, meeting notes, email filtering, and more.
In this second of two workshops on Streak, we'll dive into Streak's project, lead, and event management features. Learn how to create projects using Streak's Pipeline templates or to custom build them yourself. We'll discuss field types, tasks, call logs, meeting notes, email filters, and more. Some functionality will only be available to PAID Streak accounts, so we'll quickly review what you can do for FREE vs PAID.