Streak

The Migrator

Contacts, organizations and boxes exist with automatic and manual linking, contact pages carry the whole team's email interaction timeline, and custom pipeline columns arrive with real types like dropdowns and tags. Import updates existing boxes by name rather than blindly duplicating, which is the hygiene behavior I look for when moving in. I found no public information on field validation, merge tooling or field-level permissions, so the model is solid but not yet one that bends to the business. 3 4 6 12

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The Migrator

Pipelines are customizable with your own stages, fields and styling, seven built-in visualizations are provided, and stages change by editing rows or dropdowns — that is a personal pipeline tool, not a process a finance department signs. I found no public information on required fields per stage, win/loss capture, forecast views, or quota and attainment tracking. With only canned charts and no forecast layer evidenced, this serves visibility, not reporting a CFO would accept. 5 6

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The Migrator

The native builder pairs ten triggers, including schedules and inbound webhooks, with sixteen actions including outbound webhooks, Slack posts and box updates, and AI steps chain with answers feeding later steps. But automations sit behind the Pro+ and Enterprise plans, and every AI run consumes credits from a shared team pool — metering whose rates we found no public information on — which turns the feature into its own upsell. No public information on branching, error handling or per-step logs either. 7 8

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The Migrator

The Gmail integration is the whole product — the pipeline lives inside the inbox as a browser extension and sent or received emails automatically log to the relevant box — backed by a documented API their teams routinely update, inbound and outbound webhooks, and native connections including Slack, Zapier, Calendly, Typeform and phone dialers. We found no public information on calendar sync, API rate limits, or an app marketplace, so the ecosystem is strong at the email core and undocumented beyond it. 5 6 9 10

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The Migrator

The company behind it is Rewardly, Inc., and beyond that we found no public information on data residency, a data processing agreement, a subprocessor list, or an EU hosting option. A security and privacy policy exist, but for anyone holding European personal data there is nothing here a DPO could sign. Residual exposure cannot even be named because nothing is published to name it. 1 2

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The Migrator

Getting in is genuinely good: the importer takes Google Sheets, CSV and Excel, adds new typed columns in-flow, auto-creates missing stages and dropdowns, and updates existing boxes by name instead of duplicating them. Getting out is thinner: pipelines export to Google Sheets with contacts, organizations, and optional newsfeed, call logs, meeting notes and tasks, but I found no public information on exporting files or attachments, recurring export scheduling sits behind the Pro+ and Enterprise plans, and moving data between Streak accounts means reaching out to support — exactly the friction I reject. The API exists to rebuild the database elsewhere, with effort. 9 11 12

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The Migrator

The free plan's scope and the Pro plan at $49/user/month are public, along with a free trial and free AI previews. But the plans that carry automations and scheduled exports, Pro+ and Enterprise, are the ones I found no public prices for, and AI credits draw from a shared team pool with refill rates we found no public information on. A buyer can price the entry tier, not the invoice they will actually pay. 6 7 8

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