Streak AI
Your AI-powered CRM co-pilot for sales teams in Gmail.
Executive Summary
Streak AI is an artificial intelligence tool integrated within Streak CRM for Gmail, designed to enhance sales productivity and effectiveness. It acts as a CRM co-pilot, leveraging AI to automate data entry, extract critical insights from sales communications, and streamline sales workflows. The platform helps sales teams by automatically scanning emails and call data to update CRM records, summarize conversations, and generate custom call agendas. It also assists in managing pipeline status and answering specific questions about deals, enabling sales professionals to focus more on selling and less on administrative tasks. Streak AI features are available across various plans, with advanced capabilities like box summaries and 'ask a question' requiring higher-tier subscriptions. It uses AI credits for powering timeline analysis, data extraction, and web research, ensuring efficient and intelligent management of sales processes directly within Gmail.
Use Cases
- Automating CRM data entry and updates from emails and calls.
- Generating insights and summaries from sales conversations and pipeline data.
- Creating custom call agendas for sales representatives.
- Answering specific questions about deals, customers, or pipeline status.
- Building custom formula columns using natural language descriptions.
Features
Intelligence
- Autofill CRM Data: AI scans emails for relevant data and automatically updates CRM fields like business name, region, and deal stage.
- Box Summaries: Provides AI-generated summaries of entire deals or 'boxes' within Streak CRM.
- Ask a Question: Allows users to ask natural language questions about their pipeline or specific deals to get instant AI-powered answers.
- Formula Column Generation: Describe desired calculations or logic in natural language, and Streak AI generates the corresponding formula column.
- Timeline Analysis: AI analyzes timelines of interactions to provide insights into deal progression.
- Data Extraction: Extracts key data points from sales communications for CRM enrichment.
- Web Research: Utilizes AI for web research to gather additional context and information relevant to sales processes.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Allo
- Slack
- Calendly
- Typeform
- Gmail
- GSuite
Pricing
- Model
- Subscription-based with free tier and advanced features in higher plans
- Starting Price
- Starts at $69/month (for CRM plans including AI features)
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Monthly,Annual
- Free Trial
- Yes (no credit card required)
About Streak
Streak is a SaaS company that provides a CRM and workflow tools built directly into Gmail, letting teams manage pipelines, track deals, and automate sales and support processes from their inbox. It leverages AI to pull insights from sales conversations and streamline prospecting, enhancing productivity for small to mid-sized businesses.