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StreamsApp
Cloud-based workflow CRM for job-stage tracking
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StreamsApp - 2026 Pricing, Features, Reviews & Alternatives


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Last updated: September 2026
StreamsApp overview
What is StreamsApp?
StreamsApp is a cloud-based CRM built around customizable workflow streams, designed for teams whose work moves through defined stages. Rather than functioning as a contact-list CRM, it structures operations around jobs that progress through user-defined stages, each with configurable steps, required fields, and gates that block advancement until specified conditions are met. Core capabilities include quoting, invoicing, email and SMS communication, AI-powered OCR document scanning, a Gantt-style timeline view, and auto-sync to Xero, MYOB, or QuickBooks — all included on every plan. Target industries include trades and field services, repair shops, construction, professional services (legal, engineering, tech), and any service business requiring structured job tracking.
StreamsApp provides a full activity log capturing every record move, field edit, login, and timestamp, giving teams and managers a complete audit trail without manual documentation. An analytics dashboard surfaces records by step, idle time, and bottlenecks, while the natural-language Lake interface allows live operational queries against the account's own records without building filters or spreadsheets. A built-in AI assistant references step-level documentation to support team members directly within the workflow. Multi-site operations are supported through a single head-office login, providing cross-site visibility without switching accounts.
Deployment is entirely cloud-based via web application, requiring no local installation. The configurable gate system enforces process compliance inside the work itself — jobs cannot advance past a step until required information is present — reducing reliance on separate procedural documentation. Invoice auto-sync to connected accounting platforms eliminates double-entry, and all communication, document scanning, and financial tools are available across every subscription tier without feature gating.
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