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Streak

CRM
Velocity5.0

CRM built inside Gmail for email-based pipeline management and collaboration.

www.streak.com ↗

Streak ships AI autofill templates that score deals and research accounts in one click.

crmgmail-embeddedai-columnsmcpsales-automationcollaboration
◆Current state
Streak is a Gmail-embedded CRM building on two tracks: live collaboration (viewing indicators on desktop and mobile, mobile data validation, activity-triggered automations) and AI access to deal data. The Claude connector brought outside AI tools in; the new AI autofill templates bring AI into the pipeline itself as columns with ready-written prompts for lead scoring and account research.
◆Where it's heading
AI is moving from an external integration to something inside the pipeline grid. With automations that fire on new emails, calls and meeting notes, Streak has the parts for pipelines that update and enrich themselves from inbox activity.
◆Prediction
More AI column templates are the likely next step, and possibly automations that trigger on AI-filled values such as a lead score crossing a threshold.

◆Recent moves

  1. 21d ago

    ✨ AI autofill templates: lead scoring and account research in one click

    AI autofill columns now come with prewritten prompts for lead scoring and account research, so users add them without writing a prompt. After the Claude connector took Streak data outward, this puts AI enrichment inside the pipeline where reps already work.

  2. 1mo ago

    📱 Viewing indicators in the Streak mobile app

    Viewing indicators land on iOS and Android, closing the parity gap between Streak's mobile and desktop collaboration experience. This fits the broader push to make deal data feel live across every surface.

  3. 1mo ago

    ⚡️ Automations can now trigger on new emails, calls, and meeting notes

    Automations can now fire on new emails, calls, and meeting notes—not just field changes—making Streak's workflow engine responsive to the actual rhythms of sales activity rather than just data entry events.

  4. 2mo ago

    🔎 Filter suggestions in the saved view editor

    Filter suggestions speed up saved-view creation—a small UX improvement that reduces the friction of building custom pipeline views.

  5. 2mo ago

    🤖 Add Streak as a Claude connector

    ⚡ SPARK

    Streak ships as a Claude connector with one-click setup—no server URL required. This makes Streak one of the first Gmail-native CRMs accessible directly as an AI tool, extending the MCP work from earlier this year into the mainstream Claude user base.

  6. 3mo ago

    📱 Data validation in Streak iOS and Android apps

    Data validation rules now enforce on mobile—meaning field constraints set by admins actually hold regardless of where a rep updates a deal, removing a common workaround that led to dirty pipeline data.