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Price
Published entry price$70per month
Published entry price$45+per user / month
Annual estimate10 people, entry price
Offer
25% off
Live now
No offer right now
Focus
CRM
Financial Workflow Automation
Product
Streak operates directly within Gmail, turning your inbox into a CRM with features for pipeline tracking, email automation, and client management.
CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.
Headquarters
San Francisco, California
New York, New York
Company size
11-50 employees
11-50 employees
Plan
Published entry price
Published entry price
Published rate
$70 / month
$45+ / user / month
Billable seats
Flat rate
10
Free options
Free plan, Free trial
Free trial
Source updated
Nov 2, 2026
Oct 29, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
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