Any workflow.
Custom streams.
A step-based CRM you build around your team's process.
Quick tour
See Streams in 60 seconds
From custom workflows to the Lake: a guided tour of the whole app.
How it works
A CRM built around your process
Most CRMs make you adapt to their structure. Streams adapts to yours.
Build your workflow
Create a Stream with the stages your team follows. A sales pipeline, a job board, client onboarding, whatever you need.
Move records through steps
Each step has documentation your team can follow and required fields that must be filled before a record can advance.
Know where everything stands
Records, steps, and team activity in one place. Every action is logged.
Features
Everything your team needs
Core CRM features plus add-ons for email, SMS, document scanning, and quotes.
Custom workflow steps
Design stages that match how you actually work, not a template you have to bend to.
Required field validation
Lock records in a step until critical information is captured. No more half-filled deals slipping through.
Step documentation
Write what needs to happen at each step. Your team can reference it, and so can the built-in AI assistant.
Email & SMS built in
Send emails and text messages from any record, tracked against the contact. No copy-pasting between tools.
Quotes & proposals
Generate branded PDF quotes, send them by email, and get customers to accept online with a digital signature.
Document scanning
Snap a photo of a form, licence, or document and extract text directly into a record's fields with AI-powered OCR.
Milestone timeline
See planned dates and step transitions across every record on a Gantt-style timeline. Filter by stream, assignee, or record.
Full audit trail
Record moves, field edits, logins, plugin events. All logged with a timestamp and user. Export to CSV when you need it.
Accounting sync
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
Built for any team, any process
If your work moves through stages, Streams can run it.
Sales teams
Replace spreadsheets with a pipeline that enforces your process
Trade businesses
Track jobs from quote to completion with required notes at every stage
Agencies
Onboard clients through a documented, repeatable process every time
HR & recruiting
Move candidates through hiring stages with structured interview notes
Property managers
Manage leads, viewings, and applications in one workflow
Field service
Coordinate technicians with step-by-step job documentation
Analytics
Every stream flows into the Lake
Your streams don't just run the work. They feed the Lake, one place to understand every live record across all of them at once.
Ask in plain English
“Which records have been idle the longest?” “Who has the most unassigned jobs?” Ask the Lake and get an answer drawn only from your own records, with no filters or spreadsheets to build.
Spot bottlenecks instantly
A built-in analytics dashboard shows records by step, how long they sit at each one, and which have been stuck the longest. Instant, exact counts, free on every plan.
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
Free to start. Tokens scale with you.
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.