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.

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.

This is really helpful.. I am sure this will save a lot of time when managing projects, and it will be a huge help for communication. Best of luck with your launch!

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!

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 👏.

Congratulations! – this is indeed a noteworthy milestone! Integrating AI into a CRM system like Streak is a tremendous step forward. The automated data entry feature is a game-changer; it not only saves valuable time but also reduces the likelihood of human error, ensuring that data is both accurate and current.

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.

The integration of AI into Streak CRM sounds promising, especially the automated data entry and AI-generated summaries. Wishing the team all the best! I'm curious about the natural language capabilities for querying deals. How does the AI handle different nuances in language?

This is the best auto data entry they are efficient and reliable. They provide one of the best products survive

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

Hola. Veo que cuando responde preguntas en palabras que llevan acento arroja un carácter extraño. ¿Es posible arreglar esto? Y no me arroja todos los campos con la opción de autocompletar, ¿hay algo que podamos hacer?

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..

Great idea! CRM from Gmail is very nice guys! Congrats on your launch!

Streak AI, is a game changer for Google Workspace users. The Autofill columns, summary, and ask question features save time and provide valuable insights for effective data management. As a solo user/subscriber, I love to see these features made available to me, many Thanks to Streak team. Streak AI has pontentional to truly transforme customer relationship management within Google Workspace, boosting productivity and streamlining operations.

Wow, @aleem_mawani2, what an incredible solution for teams in Gmail! Streak AI looks to make workflow smoother and more efficient. Impressive work!

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 .

We have been a user right from the beginning. And we loved it from the start. It is seamlessly integrated with gmail and works sooo well within our team. kinda funny story: we are in Europe and streak in bay area.. so back in the day, the usual starting issues and consulting the helpdesk made you sometimes wait due to timezones. Great to see where they are now. The product has evolved so much with all these new features! And they are all so great! Keep up the good work guys!

That's an impressive update! Is there a roadmap for AI-related features?

This is exactly what I've been looking for! The AI features look incredible. Do you have plans to expand Streak's AI capabilities beyond CRM in the future?