Streamlined focuses on automating tedious business processes with simple, reliable apps for your CRM.
App CatalogUseful DocumentationProduct RoadmapGet in TouchThanks for Installing!ATTENTION!
If you’re looking to fully leverage AI for your business, then READ THIS.
We’ve created what is regarded to be the best AI system for this CRM, full stop.
Here is just some of what it can do for you, with 1/10th the setup and maintenance time:
- Use AI to grade the quality of leads, and the quality of sales performance
- Use AI to generate tasks, followup messages, and call/conversation summaries
- Use AI to automatically determine the pipeline stage of any contact
- Give you full visibility into speed to lead, touch rate, engagement rate (and so much more)
If any of this interests you, click the link below to learn more.
Current Available Apps
Generate custom call transcripts using your own API key
View all of your contacts and opportunities on a map, and filter by pipeline.
Trigger a workflow whenever an outbound message of your choice is sent.
Automate call summaries, lead quality determination, and more.
Public Roadmap
If you’d like to see what’s in the oven for new apps and features, you’re in luck!
I have a page dedicated just to showing the progress of implementation.
Useful Documentation
Learn how you can use AI to generate and edit a followup email to send to your contacts after a phone call.
Learn how to analyze a call transcript in order to automatically assign a name to a contact.
Learn how to use ChatGPT to create followup tasks with your leads automatically.
Learn how to set up a workflow using ChatGPT that analyzes phone calls to figure out if a lead booked or not.
Learn how to create a workflow that uses ChatGPT to summarize every inbound/outbound phone call.
Ready to Install?
When you’re ready to install any app, click the link below to be taken through our installation wizard which can help you get it installed!
Frequent Questions
Do you offer custom development work?
Should I install your app at the agency level or location level?
What’s your support like?
How do I install your app?
Do you offer a free trial?
Can I request a feature or product?
Are there any usage limits on your apps?
Can I use your app on multiple accounts?
How do I uninstall the app?
Need to Get in Touch?
If you have any questions, concerns, or ideas, I’d love to hear them!
Visit the page below to book a call or get in touch right away.