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CRM

Streak AI ✓

AI-powered CRM co-pilot for Gmail

1.8k views 4 saves Freemium
CRM Gmail Integration Email Management
More categories (3)
Workflow Automation Contact Integration Customization
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Free + from $49/mo

Verdict

A quick read before you dig into the full page.

Best if
AI-powered CRM co-pilot for Gmail
Skip if
Certain features only for paid
Pick this when
CRM inside Gmail

Considering Lightfield instead? Compare side by side

Overview

Streak AI is a tool designed to assist teams in managing workflows right inside Gmail, positioning itself as an AI-powered assistant for Customer Relationship Management (CRM).

The tool streamlines data entry, provides insights and offers tailored suggestions, aiding in the decision-making process. Features of Streak AI include AI-powered data entry, which uses artificial intelligence to automatically manage data chronology and updates, and user-defined enrichment for leads and contacts.

Streak AI allows the creation of custom data views and drafting of responsive emails based on past interactions and communication style. It proposes an AI-suggested meeting agenda template, and automatically integrates your CRM with opportunities and contacts from your inbox.

Upcoming features include pipeline automation and custom-crafted email sequences based on specific business details and goals. Streak AI also plans to offer customization of pipelines via an AI chatbot, specific to the users' business needs.

The tool integrates with Google Chrome and is supported by OpenAI's technology.

Streak AI website

Access & connections

Where you can use Streak AI, and what it plugs into.

Platforms

Web

Integrations

Chrome Gmail

Capabilities

What this tool accepts, produces, and is strongest at.

Input

  • API
  • Tabular
  • Text

Output

  • Tabular
  • API
  • Text

Pros & cons

Pros

  • CRM inside Gmail
  • User-defined enrichment features
  • Custom data views
  • Responsive emails drafting
  • Automated CRM integration
  • Pipeline automation in progress
  • Customizable email sequences
  • Integrates with Google Chrome
Show 32 more
  • Auto-fill CRM from inbox
  • Business-specific pipeline tailoring
  • Custom logic and calculations
  • Automations for team's tools
  • Training guides for Streak
  • Enrichment for leads and contacts
  • Freemium features available
  • Free trial for advanced features
  • Automated data chronology and updates
  • Detailed deal summaries
  • Quick access to insights
  • Natural language question answering
  • Data insights feature for decisions
  • Automated contact integration
  • Works inside the inbox
  • Automated missing data filling
  • Business details and goals input
  • Enable notifications support
  • User interactions feature
  • Customize without coding
  • Perfectly tailored pipelines
  • Describes ideal integrations
  • Bespoke training guides
  • Unique workflow management
  • Personalized emails feature
  • Handle deal updates
  • High converting email sequences
  • Fast answers feature
  • Prep-less meetings
  • Understand deals quickly
  • Natural language automations
  • Team performance reports

Cons

  • Only integrates with Gmail
  • No detailed data privacy
  • Limited customization
  • No mobile app support
  • Relies heavily on email data
  • Limited third-party integration
  • Certain features only for paid
  • Upcoming features, not ready
Show 1 more
  • All data inside Gmail only

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Releases 1

Initial release November 27, 2023 Current
Initial release of Streak AI.

FAQ 12

What is Streak AI?
Streak AI is an AI-powered tool designed to aid teams in managing workflows inside Gmail. It serves as an assistant for Customer Relationship Management (CRM), streamlining data entry, providing insights, and offering suggestions that help with decision-making. Its features include automatic data chronology and updates management, user-defined enrichment for leads and contacts, custom data views creation, and responsive emails drafting.
Is Streak AI integrated with Gmail?
Yes, Streak AI is fully integrated with Gmail, allowing teams to manage their workflows within their inbox.
Does Streak AI offer automated data entry?
Absolutely, one of the features of Streak AI is AI-powered data entry. Artificial Intelligence is used to autonomously manage data chronology and updates, providing an automated approach to data entry.
How does Streak AI assist in drafting responsive emails?
Streak AI assists in drafting responsive emails by automatically creating responses based on past interactions and the user's communication style. This ensures that responses are thoughtful, nuanced, and personalized, enhancing communication effectiveness.
Can Streak AI generate a meeting agenda automatically?
Yes, Streak AI can generate an AI-suggested meeting agenda template. The meeting agenda is created based on your calendar and previous notes, making it more relevant and comprehensive.
What is user-defined enrichment for leads and contacts in Streak AI?
In Streak AI, user-defined enrichment for leads and contacts allows users to enrich data about these entities based on specific questions. This means users can customize the information they gather for leads and contacts, making the data more useful for their specific needs.
What are the upcoming features in Streak AI?
Streak AI plans to introduce pipeline automation and custom-crafted email sequences that are tailored based on specific business details and goals. It also seeks to offer pipeline customization via an AI chatbot, providing solutions that are aligned with users' business needs.
How does Streak AI help in creating custom data views?
Streak AI enables the creation of custom data views by allowing users to describe what they want to see in natural language. It interprets these requests and presents data in a format that directly corresponds to the request.
Can Streak AI help automate my CRM pipeline?
Yes, Streak AI plans to introduce a feature for CRM pipeline automation where data entry, deal updates, and routine tasks can be handled automatically, freeing up resources for other core business activities.
Is Streak AI support based on OpenAI's technology?
Indeed, Streak AI relies on OpenAI's technology for its AI features, offering robust and reliable AI capacities for CRM management.
How does Streak AI help in the decision-making process for a team?
Streak AI helps in the decision-making process by providing precise insights and tailored suggestions. By analyzing past communication and recent updates, it can assist teams in understanding their deals and opportunities better, thereby fostering informed decision-making.
Can pipelines be customized through an AI chatbot in Streak AI?
Yes, Streak AI plans to allow customization of pipelines through an AI chatbot. This means users can have their pipelines designed with automation specific to their business needs.
Streak AI Free + from $49/mo
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