Streak AI - The CRM co-pilot for teams in Gmail

Hey Product Hunt 👋 Really excited to be back with our Streak AI launch (and thanks @garrytan for the hunt) We built AI into Streak for two main reasons: 1. We’re in a unique position to help you get better insights from your email conversations, since our CRM is built directly into Gmail 2. Some of the biggest challenges teams have with CRMs are staying on top of data entry, and then finding what they need within that data. Our AI-powered CRM co-pilot solves both of these problems in your CRM. Here’s how you can use it to track deals: 📊 Automatically fill your pipelines with data from past conversations with a lead. ❓Ask questions in natural language about any deal and get specific answers. 📝 Summarize a deal with a single click to get an accurate recap and suggested next steps. 👤 Scan your inbox to add leads and deals to your CRM. 📲 Generate custom call and meeting agendas aimed at moving your deals forward. ➗ Add logic and formulas to your pipelines without code - just describe the formula you want. We’ve already been amazed by how much our beta users are able to speed up and improve their workflows using these AI features. And this is just the beginning - our roadmap includes a lot more AI built into Streak. Would love to hear your thoughts and questions on our AI features - how they work, how we built them, what’s coming next, etc. Drop us a line in the comments!

Streak is the only CRM built directly into Gmail, and their AI is especially powerful because it can help you understand and sort through all of the data in your team's inboxes. Instead of digging through data and email threads you can ask questions, get deal summaries, and enter data with really simple prompts in natural language. Another big problem with CRMs is how long it takes to get setup, instead Streak just scans your inbox and pulls out the leads for you. This is going to be huge for managers and team leads who are trying to keep track of a lot of different processes and deals.

My business runs on Streak and the new AI release is a GAME CHANGER! I use Streak to manage my startup with pipelines for Fundraising, Hiring, Sales, Support... it's really easy to track progress across my team and collaborate on workflows together. However, when a customer deal in our Sales pipeline has dozens of email threads associated, it can be challenging to read through all of it for a quick refresher before a customer call. "Where did this lead come from again? Did we already talk about pricing? What product did they want more info about? Hmmm..." Well, not any more! I can now ask direct questions or generate a short but comprehensive summary of that box with the click of a button, querying my team's emails, comments, and meeting notes. Streak AI allows us to leverage our CRM data in a whole new way 👏.

Super excited for these features to be added. Through Streak API I have already been mixing my own ai automations for notetaking and even article generation. To have the team come along and continuously improve the product is so exciting! I have been using the formula builder already and was able to make some quick work of some code that would have taken me a few hours to write myself.

Congrats on the launch! It looks just awesome! Does Streak supports collaborative work?

We rotated through monday, salesforce all the usual ones and finally found our groove with Streak, my team love it, it's fully integrated, great on mobile (ios), we use google enterprise and streak is a dream. Can't wait to see how the AI features expand, they are fast, connected to their user base and good value..

The custom pipelines feature looks fantastic. It's cool to see AI getting deeply integrated into products in domain-specific ways. Keep it up Aleem!

Very helpful! Given that it is gmail native are google docs also within it's search parameters? Will Streak replace my current CRM (copper) or does it work along side it? Also does the automation also include the ability to automatically add a prospect to my CRM via an email with that potential customer? Very excited to give this a try.

Congrats team Streak AI on the launch!

i´m using Streak since a couple of month now . it helps me a lot to manage my customer base. it works great with Gmail and the Gmail Calendar. I´m also very impressed by the new features which are launched by time to time. nevertheless i would really appreciate if there would be a a more appealing user Interface with clear buttons and fresh Design .