Uninterruptable Workflows with Streak
Switching back and forth between your tabs and windows can waste time, especially if you've got a lot of tabs; it's easy to get your process and workflow interrupted by switching over applications. Streak aims to make your CRM workflow uninterruptable by pairing its CRM tools with Gmail.
Streak is a CRM tool that lets you manage your entire sales process from inside your Gmail inbox, so you don't have to go back and forth between tabs or windows of your inbox and other CRM tools. Streak gives you the tools to save your clients information into the CRM tool without having to interrupt your workflow. Streak is entirely customisable, giving you control to build a CRM laylout to fit your needs.
CatchApp can save you oodles of time, but if you're new to the genius scheduling and how it works; CatchApp lets you create a bookable calendar for your meetings and appointments, and lets you fill your schedule efficiently. If you're having eight meetings a week for a whole year (except when you're out of the offices, of course), CatchApp saves you up to one month of time that would usually be spent organising meetings, rearranging, and following up on RSVPs. Want to make scheduling hassle-free? Sign up and get an account here
Pairing the genius scheduling of CatchApp with Streak couldn't be easier. All you need is a CatchApp Bookings account, a Streak account, and your Zapier account to get started. Creating your own custom CatchApp and Streak connection through Zapier is super easy, and we've made a how-to for that. You can check it out here