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Hands-on custom CRM setup
Partner with our team to build your custom workflow.
How can our team help?
We get to know your workflow end-to-end and create systems for your team to work effectively. Here are some ways we can help with custom CRM setup.
Data cleaning & importing
Clean and prepare data for your pipelines
We’re not afraid to get in the weeds with your lead lists and datasets. We’ll clean up messy data and ensure a successful import for reliable records and analysis.
Lead automation
Automate lead capture and creation
Our team will set up custom automations to connect Streak with your internal tools, ERPs, and lead sources. Leads are automatically enriched with helpful data and email history for each opportunity.
Task automation
Build automatic task lists for each step of your process
We’ll work together to define your process and automate task creation for each stage of your pipeline.
Built-in dialer configuration
Configure native dialers for one-click calling
Get recommendations for native-dialers and let our team set up one-click dialing in Streak. Learn how to make calls directly from your CRM, log call data, and track communication history across your team.
Custom integrations with API
Guide you through our API documentation
We’re ready to guide you through Streak’s API for custom integrations with your internal tools and app ecosystem.
Initial call
Don't see what you're looking for?
Feel free to reach out, and we can schedule an initial call to discuss the specific situation, needs, and pain points of your business.
How it works
Partner with our expert team
An expert will work with you to understand your needs and set everything up—just let us know what you need, and we’ll take care of the rest.
Five hours of dedicated work
Five hours of dedicated CRM setup and configuration to build custom workflows tailored to your needs.
A turnkey CRM for your team
When we’re done, you can jump right in with a fully customized CRM that fits your business from day one.
Simple pricing
Pro & Pro+ plans
Flat fee
one time
A one-time flat fee covers all the work involved within five hours.
Contact us for pricing
Enterprise plan
Included
Hands-on CRM setup is included in Enterprise plans at no additional cost.
Contact us to get started
FAQ
How do we know if we need hands-on CRM setup?
We offer product education and onboarding support to all Streak CRM users. This service offers advanced implementation where we actually complete the setup work for you. If your team has specific needs beyond general onboarding—like complex data imports, multiple automations, or custom integrations—and would like our team to ensure successful setup for you, the advanced implementation is likely a good fit. Feel free to reach out and we can discuss your specific needs.
How do we get started with the advanced implementation?
You can get started by reaching out to your Streak contact and mentioning Advanced Implementation in the subject. We’ll schedule an initial call to discuss your needs and align on a plan.
What do we need to prepare before the implementation starts?
It’s helpful to have a clear idea of your team’s workflows, any existing data that needs to be imported or cleaned, the flows you’d like to automate, and the systems you’d like to integrate with Streak. We’ll guide you through everything step-by-step.
What happens if our needs change during the implementation?
If your needs change, we can adjust the plan as needed within the allocated time. For significant changes that require additional time or work, we’ll discuss how to best accommodate them.
Can we get additional support beyond the allocated time?
Yes, if you need more time or additional sessions beyond what's included, we can discuss options for extended support tailored to your needs.
Still have questions?
Feel free to reach out to our friendly team with any questions.
