Choose a ready-to-run Agent that connects to Streak and handles recurring work for you.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.