A CRM in Gmail? Streak CRM

201 W Mifflin St,Madison WI 53703

29 September, 2022

Description

Streak helps you organize your emails and manage business-related processes with pipelines and records (pipelines and boxes). In this session, we will do a brief intro to Streak CRM and how to customize it for your nonprofit or small business. Then dive into the features and functions that might make you cry in relief. Data tracking, mail merges, notes, calls, tasks, and the ability to track communications across projects or specific to a project depending on set-up. An affordable, customizable entry into the CRM (customer/client relationship management) tool market, with nonprofit pricing for a team or pro-level usage. See how much more you can be doing, with less effort. WHAT IS COVERED IN THIS SESSION? What's a CRM and Why You Should Have OneWhy Streak CRM? For Nonprofits & Small BusinessesPipelines, Stages, and Fields — Setting up Campaigns, Projects, more…Mail Merges, Communication Tracking, +Q& A— What Do You Want to Know?