CRM, Financials & AI in one App

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:rocket: Just launched my latest Streamlit app: Perplexity for Enterprise Insights

With almost 6 years of experience in Big Companies, I saw how much time sales teams spend gathering deal data, financials, and market insights before a single customer meeting. So I built an app to fix that—with the help of Streamlit, Salesforce, Yahoo Finance, and Perplexity’s Sonar AI.

:brain: What it does
A unified Streamlit dashboard that delivers everything you need for sales prep—instantly:

  • :magnifying_glass_tilted_left: Opportunity Viewer: Salesforce deals + risk scoring + AI-powered industry insights
  • :office_building: Company Overview: Financial metrics, exec summaries, and deep-dive AI research
  • :compass: Auto-Generated Strategic Analyses: SWOT, PESTEL, Porter’s, VRIO
  • :newspaper: AI Research Hub: Competitor scans, risks, cited news trends
  • :handshake: Meeting Prep Generator: One-click agendas, talk tracks & questions

:bullseye: Built for: Sales teams, BDRs, solution consultants—anyone who wants to cut prep time and boost customer conversations with real-time, trusted insights.

:toolbox: Powered by:
Streamlit, Simple-Salesforce, YahooQuery, Perplexity Sonar, pandas, and a bit of custom CSS :sparkles:

Check it out and let me know what you think! Would love feedback from fellow Streamlit devs—especially around multi-tab state handling, caching external APIs, and advanced UI design.

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Hi Kornel! Nice app!
I’m not sure what you used for the navigation, but it seems like you could benefit (UI-wise) from:

  1. Material icons and section grouping for nav – [Streamlit docs on multipage apps]
    (Define multipage apps with st.Page and st.navigation - Streamlit Docs). By the way, I think the navigation should be visible by default when it’s placed in the sidebar.
  2. Advanced theming, which is now natively supported in Streamlit – Theming docs
  3. App logo! – Add one easily with st.logo
  4. Nitpicking: Maybe a few less emojis? :grinning_face_with_smiling_eyes:
  5. And my favorite example of how good Streamlit apps can look: CSS Sandbox – you can always make corners less round for a more modern feel :slight_smile: