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Streamlined

Apps

Documentation

Roadmap

Contact

Designed, developed, & maintained by Ardent Labs (ardently.so)

Streamlined Apps

Streamlined Apps

Streamlined focuses on automating tedious business processes with simple, reliable apps for your CRM.

💻App Catalog📝Useful Documentation📊Product Roadmap💬Get in Touch👋Thanks for Installing!
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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.

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TELL ME MORE

Current Available Apps

Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations
Advanced AI Analytics & Automations

Analyze client or user performance in real-time for a fraction of the usual cost, with AI automations to make your sales process effortless.

Publicly Released
Advanced Contact & Opportunity MapAdvanced Contact & Opportunity Map
Advanced Contact & Opportunity Map

View all of your contacts and opportunities on a map, and filter by pipeline.

Publicly Released
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & Summaries
Advanced Call Transcripts & Summaries

Automate call summaries, lead quality determination, and more using native call transcripts from your CRM.

Publicly Released
Advanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow
Advanced Call Transcripts for Workflow

Generate and use call transcripts with your own API key.

Publicly Released
Outbound Message TriggersOutbound Message Triggers
Outbound Message Triggers

Trigger a workflow whenever an outbound message of your choice is sent.

Publicly Released
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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.

View Roadmap →

Useful Documentation

Relational MCP & API
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Relational MCP & API

Allows AI to query your CRM data using raw SQL via MCP, and build custom dashboards with the API

Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations
Native Note Taker Integration
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Native Note Taker Integration

You can now easily integrate your favorite note taker with Streamlined to get video call notes automatically inside of the dashboard.

Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations
Custom Events API
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Custom Events API

The Custom Events API allows you to capture timestamped data for specific events, like “Offer Made”, “Payment Received”, “Tag Added”, etc.

Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations
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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!

Get Started →

Frequent Questions

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Do you offer custom development work?

Yes and no. If you’d like to get in touch with me and talk about a project, I’d love to help and give you some pointers! But in general, I don’t do any bespoke work.

The only cases where I do work for someone else are when I see a need for a marketplace app.

So if your product seems like it would have a wider appeal than just yourself, I might build it for the marketplace, and you can help to guide the direction of the product!

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Should I install your app at the agency level or location level?

For the most part, all of my apps have two versions.

One of these is installed at the agency level, and it allows you to install multiple locations at a time.

One benefit of this is that when you choose to install an app on all of your locations, you’ll be offered the option to “Enable Automatic Future Installation.”

With this enabled, any time you create a new sub-account the app will be automatically installed. Very useful if your snapshot includes any triggers or actions from the app.

It’s worth noting though, that you can only install apps on the $297/month or $497/month plans.

If you’re on the $97/month plan, then you’re only able to install apps on a single location at a time.

This means payment will be charged to the card listed on that sub-account, and you won’t be able to duplicate workflow functionality to other sub-accounts without purchasing the app there as well.

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What’s your support like?

If you have a question, concern, or comment, I’m right here.

You can give me a call and get right on the phone with the person who built the app, and actually knows how it works.

Just know that when calling before 8 AM pacific, I’m usually still asleep so I might miss it!

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How do I install your app?

To install any of the apps, there’s a form that will help you get to the right page, since that’s the only way to install a private app.

Find the app that you want to install, and click the link for a tally.so form which will redirect you to the right app marketplace page depending on the install type (agency/sub-account), and from there you can hit “Install” and select your plan.

For newer apps, it’s helpful to not have this long wait step so I can improve the app as it finds more use cases.

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Do you offer a free trial?

Yes, most apps offer a free trial of at least 7 days

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Can I request a feature or product?

Absolutely! My ears are open for new product and feature ideas!

If you have one you’d like to discuss, please use the contact info below to reach out or set up a quick meeting!

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Are there any usage limits on your apps?

For the most part, no.

I try not to design apps that have a strict usage limit or pricing tiers since I think it makes the buying process overly complicated, and degrades the user experience.

Instead, my apps are either a flat monthly fee, or rely on a third-party pay-as-you-go service such as Twilio or OpenAI (ChatGPT).

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Can I use your app on multiple accounts?

Yes, for apps installed at the agency level, you can install the same app across multiple sub-accounts.

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How do I uninstall the app?

To uninstall any app on the marketplace, you can select “Marketplace” from the left sidebar, then “Installed Apps” at the top of the screen.

If you don’t see the app you intend to uninstall, make sure you’re at the agency level if it’s installed there, or in the specific location where the app is installed.

Once you click on the app, at the top right of the screen you should see a button that says “Uninstall”

Uninstalling the app should cancel your paid subscription if there is one.

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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.

Get in Touch →