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Product tour

One system for the whole program lifecycle.

Walk through StreamBuild module by module. Each one replaces a spreadsheet, an inbox rule, or a manual step.

01

CRM and mail, together

Every organization, contact, and email thread lives on one record. Mail syncs with Outlook or Gmail, and the AI keeps a rolling summary of each thread.

Screenshot placeholder: CRM and mail view
Screenshot placeholder: workflow view
02

Workflows with cascading dates

Build a workflow once. When you move the intake close, every downstream due date moves with it, so the whole team stays on the same schedule.

03

Intake forms, hosted and embedded

Publish a form on your own domain or drop it into your existing site. It is bilingual ready and meets accessibility standards.

Screenshot placeholder: intake form view
Screenshot placeholder: dashboard and funder report view
04

Dashboards and the funder report

Watch budgets, applications, and deadlines at a glance. When a report is due, StreamBuild produces a print ready PDF drawn from live data.

05

Committee portals

External reviewers get a limited portal with only the applications assigned to them, a scoring rubric, and a place to record decisions.

Screenshot placeholder: committee portal view
Screenshot placeholder: setup wizard view
06

The setup wizard

Turn on one module at a time. StreamBuild connects to the tools you already use and grows with your team.

Start wherever you are comfortable.

Step 2
Start a trial

Bring one real stream onto StreamBuild and try it with your own data.

Step 3
Book a mirror tenant demo

We build a demo shaped like your agency before the call, so you see your own program on day one.