Looking for a Streak CRM alternative?
Streak lives inside Gmail as a spreadsheet-style pipeline, which is brilliant until your CRM outgrows your inbox. Orbit is a full standalone CRM with timelines, tasks, invoices, and 16 AI agents that draft follow-ups, call leads back, and chase money owed. Every action waits for your approval. The free plan needs no credit card.
Why do people outgrow Streak?
Streak is clever. It turns Gmail into a CRM by laying a spreadsheet-style pipeline right over your inbox, so you never switch tabs. For a freelancer tracking a handful of deals, it is hard to beat for speed of setup.
The ceiling shows up as you grow. A CRM that lives inside Gmail is tied to Gmail. The contact record is thin, the reporting is limited, and once you want a proper timeline, invoices, booking pages, or anything beyond pipeline rows, you feel the walls of the inbox. Streak also leaves every bit of the actual work to you. It is a better view of your email, not a system that does anything on its own.
People leave when the pipeline matters more than the inbox, and when they want the CRM to start carrying some of the load.
What do you gain by switching to Orbit?
Orbit is a real CRM with a 16-agent AI team. The agents produce cards you approve, edit, or dismiss, so the leverage is real but the control stays with you.
- A full contact dossier: every call, email, note, and invoice on one timeline, with custom fields, tags, and smart views.
- Tess scans your inbox each morning and drafts bumps for quiet threads, the way you wish your spreadsheet would.
- Remy calls new leads back in about 90 seconds and books from your real calendar availability.
- Rio builds a personalized pitch page per lead and tells you when they keep reading it.
- Invoices, proposals, booking pages, and forms built in, not bolted on through your inbox.
- A built-in MCP server, part of the upcoming Pro plan, so you can run your CRM from Claude on web, desktop, or mobile.
When should you stay on Streak?
Streak's superpower is that it never makes you leave Gmail. If your entire workflow is email, your deals are simple, and the idea of a separate app feels like more than you need, Streak is the lighter tool and there is no shame in keeping it.
It is also genuinely fast to set up because it borrows the inbox you already use. Choose Orbit when you have outgrown rows in a spreadsheet, when you want real timelines, invoices, and a team of agents, and when the pipeline has become the thing you manage all day rather than a side note in your email.
How do you move from Streak to Orbit?
- 1Export your Streak pipeline and contacts. Streak boxes and pipelines export to CSV.
- 2Import the contacts CSV into Orbit and map your columns to fields and tags.
- 3Rebuild your pipeline stages from your old Streak stages, trimming any you never used.
- 4Add your AI model key and turn on Tess first, so the inbox drafting you relied on Streak to organize now gets written for you.
- 5Later, connect Claude over MCP on the upcoming Pro plan to drive the whole CRM by chat.
Keep exploring
Frequently asked questions
How do I export my data from Streak?+
Streak boxes and pipelines export to CSV. Download your contacts and pipeline, then import the contacts CSV into Orbit and map your columns to fields and tags. Rebuilding stages takes a few minutes, so the full move fits in an afternoon.
Is Orbit a Gmail-only CRM like Streak?+
No. Orbit is a standalone CRM with full contact timelines, tasks, invoices, proposals, and booking pages. It also offers a built-in Gmail inbox and sync as part of the upcoming Pro plan, but it does not live inside your inbox the way Streak does.
What does Orbit add that Streak cannot?+
Orbit adds 16 AI agents that draft follow-ups, call leads back, build pitch pages, and chase invoices, plus real timelines, invoices, proposals, and booking pages. Streak gives you a pipeline view inside Gmail but leaves the work and the deeper CRM features to you.
Is Orbit free?+
Yes. Orbit has a free-forever plan with no credit card that includes all 16 agents using your own AI keys, unlimited contacts, one pipeline, five landing pages, three forms, ten invoices, and ten proposals. Pro and Team plans are coming soon.
Outgrow the inbox. Keep the speed.
Orbit is free to start, no credit card. Import your Streak pipeline and turn on your first agent today.
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