Zen Windows Replaces its BI Tool with Streak + Claude

"This has changed so much of how we work. The salespeople especially are through the roof excited."
_{— Kate Meier, Director of Digital Marketing, Zen Windows}

The company

Zen Windows replaces windows and doors for homeowners in the Charlotte, NC area. Its sales team tracks every lead in Streak, from first quote through installation, with stages like Quoted, Accepted, Install Scheduled, and Closed-Won.

A customer since 2014, Zen Windows has 13 team members in Streak, with pipelines for sales (about 19,800 deals), service projects, and a content calendar. Kate Meier, Director of Digital Marketing, runs the system for both the sales and operations teams.

Challenges

Sales and marketing teams expect more from their data than ever. They want fast answers about what's working and what needs attention, without hours of dashboard setup, admin, and upkeep. But fully customized CRM reporting has usually meant building dashboards in a third-party BI tool, then maintaining every chart and query as the business changes. Zen Windows was no different.

• Reporting required a separate tool: Kate built the team's reports in Looker, one more BI tool to set up, maintain, and keep in sync with Streak.
• Changing views was manual: Adding a chart or a new breakdown meant more configuration in Looker, so reports were slow to change as the team's questions changed.
• Reps had to search for information: Looker reports only helped when someone opened them. Kate wanted the right numbers to reach each rep, manager, and the operations team on a schedule, without anyone logging into a BI tool.

Zen Windows needed advanced reporting that could be filtered by rep and delivered automatically, without building and maintaining dashboards in a separate tool.

Streak solution

Zen Windows has run their business in Streak for over a decade. Every lead is a box in a shared sales pipeline, with a stage, a salesperson, and job details like permit stage, window vendor, and labor costs. Because Streak lives natively in Gmail, the team manages deals from the same inbox they already work in, with no separate CRM to switch to. Every email with a homeowner is attached to the right deal automatically, so the full conversation history sits right next to the data.

Kate connected that pipeline to Claude with Streak's MCP server. With it, the team can access and update their CRM directly from Claude, ChatGPT, and other AI tools, and turn their data into real analytics built from their actual pipeline.

Streak's structured data and email context is what makes those analytics work. Claude reads one organized pipeline where every email is already tied to a deal, every deal has a stage and an owner, and every field means the same thing across the whole team. So when Kate asks which deals haven't been touched in five days, Claude can answer because Streak already knows.

The Claude connection changed how Kate builds reports. Instead of configuring charts and queries in a BI tool, she describes what she wants in plain language, and Claude builds the visuals and dashboards from live Streak data. When a report needs to change, she asks for it the same way. Kate built it all herself, with no engineering team or outside consultant.

"I used the MCP. Oh my god, I'm obsessed. All I have to do is tell Claude."
_{— Kate Meier, Director of Digital Marketing, Zen Windows}

Here's how their reporting works today:

Advanced reports, described in plain language

Kate's sales dashboard lives on the company's internal site and pulls straight from Streak. For any date range, it shows quotes sent, total quoted, closing rate, average deal size, total sold, and new pipeline, plus a breakdown of every deal by stage.

Scheduled digests from those reports

Kate then turned her reports into scheduled notifications. Every morning, each salesperson gets a digest in their Gmail inbox with their own snapshot and a "Needs attention" list: deals with no activity for 5+ days, new leads waiting 2+ days, and deals stuck in a stage for 14+ days. The sales manager gets a team-wide version. The digests work alongside the follow-up tasks and AI-powered automations reps already use in Streak, rolling the day's highlights from across the pipeline into one email.

A daily report for operations

The same approach works beyond sales. The operations team gets a scheduled email every day listing everything that's overdue across their projects.

Results

Zen Windows dropped Looker completely, and every rep starts the day with a digest built just for them.

"It's working amazing. We love our dashboards. We love how much easier it is. I don't have to be in Looker anymore."
_{— Kate Meier, Director of Digital Marketing, Zen Windows}

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Connect Streak to Claude

Setting up Streak's Claude integration takes just a few steps:

1. Open Claude's connector settings.
2. Add Streak's MCP server.
3. Sign in to Streak.
4. Start asking questions about your pipeline.