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
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Analyze client or user performance in real-time for a fraction of the usual cost, with AI automations to make your sales process effortless.
View all of your contacts and opportunities on a map, and filter by pipeline.
Automate call summaries, lead quality determination, and more using native call transcripts from your CRM.
Generate and use call transcripts with your own API key.
Trigger a workflow whenever an outbound message of your choice is sent.
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
Allows AI to query your CRM data using raw SQL via MCP, and build custom dashboards with the API
You can now easily integrate your favorite note taker with Streamlined to get video call notes automatically inside of the dashboard.
The Custom Events API allows you to capture timestamped data for specific events, like “Offer Made”, “Payment Received”, “Tag Added”, etc.
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.