The CRM you build one stream at a time

Why a CRM so often feels like a fight

Every process gets its own stream

In CRM terms, a stream is a pipeline that can be any shape. You choose its steps, the fields a record carries, what each step asks for, and the written instructions your team sees at each one. There is no limit on how many you run, on any plan.

These four come from the templates you can start from, and they share nothing but the workspace:

One record follows the customer through all of them

One stream is marked as your Contacts, and every other stream points at it with a contact field, so a customer is typed in once. When a won deal becomes a job, the record is carried into the next stream with Copy & link, and the Full Record view reads the whole journey as one history: every stream it passed through, every field, every message.

Some things are not one-to-one. A build can have three progress claims or seven. A sub-stream lets you raise any number of them against the parent record, each with its own steps and gates, with the parent still live and a running total on it. A single pipeline cannot model that at all.

Nothing moves on until the step has what it needs

Any field can be required at any step. Until it is filled, the record stays where it is and the person is told what is missing. The proposal is attached before a deal reaches Negotiation. The invoice is raised before a job can close. Nothing is required until you say so, so a sales enquiry can move freely while a compliance step insists on evidence.

Built in, not bolted on

• Contacts, groups and CSV import, with a contact field any stream can point at
• Custom fields: text, number, date, file, dropdown, email, phone, user, notes and more
• Automations that email the customer or a colleague when a record reaches a step
• Email, SMS and WhatsApp from the record, with replies landing back on it
• Quotes with an accept link, invoices with GST, and sync to Xero, MYOB or QuickBooks
• Notes, tasks, step targets with an overdue digest, and a full audit trail
• The Lake: analytics across every stream, and plain-English questions about your records
• Dashboards: counts, pipelines, overdue work and revenue on one page, shared with the people who need them
• A customer portal: customers follow their own jobs and reply from a private link in your emails, with no password

Priced per organisation, not per seat

Free for two users, with every feature switched on and no credit card. Paid plans start at $29 a month for five users and $79 a month for twenty, in Australian dollars, with no seat minimum. See pricing.

Everything you store is held in Sydney. How data is handled.

Questions

Is StreamsApp a CRM?

Yes. It has contacts, custom fields, stages, automations, email and SMS from the record, quotes, invoices and accounting sync. What is different is the shape: instead of one pipeline of deals, every process you run gets its own stream.

Can I run more than one pipeline?

As many as you like, on every plan including the free one. Each stream has its own steps, fields, documentation and rules, so a sales pipeline and a repair job do not have to share a shape.

Does it replace Monday CRM?

For a small team whose customers go through a set process, often yes, and it has been chosen over Monday CRM on exactly that. StreamsApp holds the process, stage by stage where you switch it on, and is priced per organisation rather than per seat.

Can my customers log in?

Yes, with the customer portal. Every email you send a customer from a record carries a private link, so there is no password to remember. They see their own jobs step by step, only the fields you choose to share, and can reply from the page. It costs 30 tokens a month for each customer with access switched on.

Where is my data held?

In Australia. Records, files, backups and document scanning all stay in Sydney. The security page lists the few services that sit outside Australia and what they see.