Analyze client or user performance in real-time for a fraction of the usual cost, with AI automations to make your sales process effortless.
Overview
Hi there, I’m Adam–the founder of Streamlined.
I spent two years running an agency on this CRM and kept running into the same problem:
The complete lack of visibility into my clients’ sales process.
In mid-2024, I started building CRM plugins to fix that.
After creating 10+ different apps, I finally built what I believe is the ultimate sales visibility app for this CRM.
What is Streamlined Analytics & Automations?
Who is This Designed For?
How is This Different From XYZ?
Table of Contents
- Overview
- What is Streamlined Analytics & Automations?
- Who is This Designed For?
- How is This Different From XYZ?
- Table of Contents
- Who is This App For?
- Marketing Agencies
- Sales Teams/Managers
- Growing Businesses
- Key Features
- AI Features & Context
- AI Lead Grading & Sales Scoring
- Pipeline Automation
- AI Task Generation
- Call Transcription & Summaries
- Custom Dashboards & Sharing
- Pricing & Usage
- Monthly Subscription
- AI Usage & Example
- Usage Estimates
- Other Guides
- Product Roadmap
Who is This App For?
Originally, this app was built specifically for marketing agencies. But it’s grown into something that almost any business can use to great effect.
Marketing Agencies
Sales Teams/Managers
Growing Businesses
Key Features
AI Features & Context
AI Lead Grading & Sales Scoring
Pipeline Automation
AI Task Generation
Call Transcription & Summaries
Custom Dashboards & Sharing
Pricing & Usage
This app is charged as a monthly subscription, with any AI usage (if used) as an overage.
Monthly Subscription
AI Usage & Example
Usage Estimates
Other Guides
Product Roadmap
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.