A step-based CRM you build around your team's process.
How it works
Most CRMs make you adapt to their structure. Streams adapts to yours.
Create a Stream with the stages your team follows. A sales pipeline, a job board, client onboarding, whatever you need.
Each step has documentation your team can follow and required fields that must be filled before a record can advance.
Records, steps, and team activity in one place. Every action is logged.
Features
Core CRM features plus add-ons for email, SMS, document scanning, and quotes.
Design stages that match how you actually work, not a template you have to bend to.
Lock records in a step until critical information is captured. No more half-filled deals slipping through.
Write what needs to happen at each step. Your team can reference it, and so can the built-in AI assistant.
Send emails and text messages from any record, tracked against the contact. No copy-pasting between tools.
Generate branded PDF quotes, send them by email, and get customers to accept online with a digital signature.
Snap a photo of a form, licence, or document and extract text directly into a record's fields with AI-powered OCR.
See planned dates and step transitions across every record on a Gantt-style timeline. Filter by stream, assignee, or record.
Record moves, field edits, logins, plugin events. All logged with a timestamp and user. Export to CSV when you need it.
Connect to Xero, MYOB, or QuickBooks from the Invoicing plugin. Invoices auto-sync to the accounting systems configured on each stream. No double-entry.
Use cases
If your work moves through stages, Streams can run it.
Replace spreadsheets with a pipeline that enforces your process
Track jobs from quote to completion with required notes at every stage
Onboard clients through a documented, repeatable process every time
Move candidates through hiring stages with structured interview notes
Manage leads, viewings, and applications in one workflow
Coordinate technicians with step-by-step job documentation
Why I built Streams
“I’ve worked across legal, politics, engineering and tech; every CRM I used forced my team to work around its structure. After years of bending our processes to fit someone else’s template, I built Streams to work the other way around.”
Pricing
Every plan includes every plugin. Usage burns tokens from a monthly bucket. Bigger plans get more tokens at a lower per-token rate.
Token costs: 1 email = 1 token · 1 SMS = 30 · 1 OCR scan = 20 · 1 quote/invoice = 5. Need more? Buy a top-up: 1K tokens for $5, up to 100K for $250.