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Streak

CRM
Velocity7.5

CRM built directly inside Gmail for managing pipelines in your inbox

www.streak.com ↗

Streak puts AI in the Gmail sidebar and cites its sources — the Gmail CRM bets on trust.

gmail-crmai-citationsdeal-contextsidebar-aipipeline-ux
◆Current state
Streak's stream is heavily AI-themed. The headline move is citations for AI outputs — Ask a Question, AI Autofill on timelines, and AI Autofill on web research now show inline chips and a source reference list pointing back to the exact email, meeting, note, or URL behind each claim. AI is also moving where deals happen: the Streak sidebar inside Gmail now offers full deal summaries and Q&A, mobile (iOS/Android) gets AI Q&A with voice dictation. Around the AI work the team has shipped pipeline ergonomics — a combined stages-and-columns manager, a rebuilt keyboard-driven saved view editor — and a steady drumbeat of AI Autofill and reporting fixes.
◆Where it's heading
Streak is positioning AI as the primary lens for understanding deal context, and citations are the move that makes that bet defensible: a CRM AI that hallucinates a quote is a liability, while one that points to the exact email is an asset. Putting full AI Q&A in the Gmail sidebar collapses the workflow further — sales reps never leave the inbox. The pipeline-management UX work in parallel reads like prep for power-user retention as AI raises the ceiling on what a single rep can manage.
◆Prediction
Expect AI Autofill citations to extend to mobile, AI-suggested next actions (draft reply, suggested follow-up date) to land in the Gmail sidebar, and pricing-tier pressure as Streak monetizes AI credits more aggressively. A bring-your-own-key option is a plausible follow-on if customers push back on credit-based AI pricing.

◆Recent moves

  1. 2d ago

    AI outputs now show inline citations and a source list

    ⚡ SPARK

    Streak's AI answers carry inline citation chips and a clickable reference section pointing back to the source email, meeting, note, or web page. Citations cover Ask a Question and AI Autofill — the move that makes Streak's AI claims auditable.

  2. 11d ago

    Deal summaries and Q&A land in the Gmail sidebar

    ⚡ SPARK

    Streak's Gmail sidebar now offers AI deal summaries and Q&A next to the active email thread, with one-click refresh and credit-priced calls. Reps stay inside Gmail for the full deal-review loop.

  3. 16d ago

    📱 AI Q&A now available in the Streak mobile app for iOS and Android

    AI Q&A lands in the iOS and Android apps with voice dictation, letting reps query a deal from the phone. A mobile-parity step rather than a directional one, but it makes the AI surface reachable from anywhere.

  4. 23d ago

    ⚙️ Combined stages and columns manager

    Stage manager and column manager merge into a single tabbed panel with real-time edits. A small but visible pipeline-config ergonomics gain.

  5. 23d ago

    ⚙️ Combined stages and columns manager

    Duplicate feed entry for the combined stages and columns manager; no additional content.

    View source ↗
  6. 1mo ago

    🔍 New saved view editor

    Saved-view filter editor is rebuilt around a keyboard-driven UI with chip-style filters and live preview. Power-user UX, but a real cadence improvement for heavy CRM operators.