I will setup your streak CRM
About this Gig
I set up and configure Streak CRM inside your Gmail so you can manage leads, track deals, and follow up on time without switching to a separate platform.
This gig is for business owners, consultants, freelancers, sales teams, and agencies who want their inbox working as a real CRM instead of a pile of unread follow-ups.
What's included:
- Streak CRM setup and Gmail integration
- Sales pipeline built to match your process
- Lead and contact organization
- Email tracking setup
- Automation for follow-ups and reminders
- Dashboard and reporting configuration
- Team access setup, if needed
- Data import if you're moving from a spreadsheet or another CRM
Why work with me:
- Setup matched to your actual workflow, not a copy-paste template
- Clear communication throughout the project
- Fast delivery within the timeframe stated in each package
- Support after delivery if anything needs adjusting
What I'll need from you:
- Active Streak CRM account
- Gmail account
- A short breakdown of your current lead/sales process
- Access or a collaboration invite
Not sure which package fits? send me a message and I'll help you choose the best option.
FAQ
I don't have technical experience can you still help me?
Yes. Most clients I work with aren't technical. I build the system in plain business terms and walk you through it step by step.
Do you connect Streak with other tools such as Zapier or Slack?
Yes. Integrations are included in the Premium package and can be added to other packages on request.
Do I need a Streak account?
Yes, but I’ll guide you through installing and setting it up in Gmail.
Can you automate email follow-ups?
Yes. I can configure email workflows and automation features available in your Streak CRM plan
Will I need to share my Gmail login with you?
No. I'll either work through a collaboration invite within Streak or guide you through a screen-share session. Your credentials are never required.
Can multiple team members use the CRM after setup?
Yes. Standard and Premium packages include shared pipeline access so your team works from a single, unified view.

