Entry #3: CRM Winning Streak


I know I’m not the only one constantly looking for better Customer Relationship Management (CRM) solutions to help me automate some of my sales procedures… I’m searching all the time for the newest, most intuitive tools.

Entry #3 September 2013

Then I found Streak (I have no affiliation except as a user). Streak is a simple and powerful organization tool that integrates with your Gmail inbox. Without having to use a complex separate software product I can now manage my follow-up with multiple potential customers inside Gmail. In addition to all of the cloud features of Gmail, one of the best features is how Streak makes CRM take place where so much of the CRM communication is taking place to begin with: namely, inside Gmail.

I am now using this to manage several processes where follow-up with multiple entities is needed over time. Anywhere I access a computer to check my email, I can work on my CRM and other follow-up processes. It’s free, and will always have a free version for modest users. Other features include: easy sharing of CRM channels with team-members, scheduling of emails to be sent at a specific time in the future, it works with Google Apps, and it doesn’t alter your email or label setup at all.

It has saved me valuable time and effort, and I highly recommend it,

Dadi Gudmundsson, President LinkedIn Icon 55px
Sensor Analytics, Inc.
27 Blair Terrace
San Francisco, CA 94107
Tel: 415-738-8199
Fax: 213-348-0425


About Dan Gallo

I'm a small business lifer, starting/running businesses since I sold seeds door-to-door as a kid in The Bronx. I've played guitar and enjoyed baseball since I was 5 (born a NY Yankees fan). Just prior to marrying Kim in 1983 I became a Christian. We have two sons; Daniel's a musician & social media expert with a smart, insightful sense of humor, and Adam who recently graduated from Brooklyn College double majoring in Creative Writing/Literature and Anthropology. Adam now works in the non-profit sector. Since 2002 one thing we love to do together is go on service/missions trips to Belize. We've collectively spent 60+ weeks in Belize with this missions organization http://twaw.org. I started my 1st company in January 1985, and been self-employed ever since. I sold my last company, Mentor Communications Group, in '04. After 2 years w/ the acquiring company I started The Allasso Group, LLC doing Small Business Consulting, Fund Raising/Capital Raise-up Campaigns, Sales Strategy, Outsourced Sales Agency work, & Digital Marketing Programs (Social Media, SEM, etc.) since April 2006. Notable projects: Hired as Small Business Advocate and Social Media Director for IBM's "Supplier-Connection" - Feb '11-Dec '13. Hired as COO to help turn-around late stage start-up software company myVRM. Jul12-Dec '13 Hired as CEO of CoupleWise.com, a Digital Health2.0 app, to write business plan, raise seed capital, & completely redesign and relaunch the app. Aug '16 I won a Finalist spot for MassChallenge UK's 2016 fall cohort in London from Sept thru Nov. Started Oct15 - Current. I enjoy helping turn-around struggling small businesses, and launching new business ventures. Feel free to contact me with opportunities.
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