Collaboration

The Best CRM with Gmail Integration and Why You Need One

Cloud-based email service Gmail allows users to send and receive emails‌. The Gmail service can also store personal information, such as contacts, calendar events, and notes. Google provides an API for third-party applications that integrate with Gmail.

Integration of these features enables CRM systems to be created. Companies use these systems to track their customers’ behaviour and interact with them more personally in many industries, like marketing, sales, and customer service.

This article will give you the benefits of using CRM for Gmail Integration and the best five extensions for this integration.

What is a CRM?

Customer relationship management (CRM) systems help you track and manage customer interactions. You can better serve your customers by understanding what they are doing and making decisions accordingly.

In CRM, customers’ interactions with your company are managed with software tools. A CRM helps companies analyse customer behaviour and improve business performance by tracking and analysing customer behaviour.

The benefits of CRM for Gmail integration

CRM for Gmail is a system that allows users to manage their contacts, messages, and emails. It also provides a way for users to collaborate and improve the efficiency of their daily lives.

The following are the benefits of using the CRM for the Gmail System that can help improve productivity and efficiency:

Staff can work in the Google Workspace

As a part of the Google Workspace suite, Gmail integrates well with other apps like Google Calendar, Chat, and Drive. Consequently, sales representatives do not need to switch between applications to access the information they need. An efficient sales team leads to better results for the entire organisation.

Integrations support faster responses to customers.

Time is often of the essence when dealing with customers. It’s not worth manually adding contacts to your CRM or searching old emails for attachments. Integrating Gmail with your CRM allows you to add new contacts and save attachments automatically. Doing so allows you to spend more time interacting with customers and less time on administrative tasks.

You can track communication and contact history.

Integration of Gmail with your CRM can also help you track your customers’ communication history. You can quickly refer to past conversations and gain a deeper understanding of client needs when you have all your customers’ emails in one place. Thus, by using a CRM with Gmail integration, you can improve customer service and increase profits.

Sales teams can also use email tracking and automatic contact updates. CRMs with Gmail integration can provide valuable insight into your sales process by enabling visibility into email activity.

5 Best CRMs for Gmail integration

CRM is the common term for software that helps you manage your business and marketing. In the digital age, CRMs are also used to manage and automate various functions such as social media, email marketing, sales and customer service.

Here we have listed 5 Best CRMs for Gmail integration:

monday.com

With Monday.com, you can export your Gmail contacts and view your sales pipeline to keep track of your deals. Keeping track of your customer’s information is also easy with its contact management features.

You can quickly create action items from any email by integrating Monday.com with Gmail. This way, you can track what needs to be done and ensure nothing gets missed. Incoming emails will be centralised in the monday.com Work OS so they can be easily assigned to the correct location, such as a sales project.

HubSpot CRM

You might want to look at HubSpot if you’re a business using Google Workspace – previously G Suite. This software can help you streamline your workflow and is a potential choice for businesses of all sizes. HubSpot’s features include email tracking, contact management, and lead capture forms.

In addition, HubSpot is integrated with Google Workspace, which allows you to access CRM data directly from Gmail. By doing so, you’ll be able to add new contacts, view your pipeline, and more without leaving your inbox.

Agile CRM

Among the CRM solutions available to small businesses, Agile is one of the best. This platform provides features like project management, marketing automation, and sales enablement. The CRM data is easily accessible from Gmail, allowing you to access it directly from your inbox. Business owners looking for efficient and quick customer relationship management can take advantage of this.

Pipedrive

For those whose sales processes rely heavily on Gmail, Pipedrive is a CRM option. With this tool, you can view sales pipelines, track emails, and automate follow-ups. As a result of the seamless integration with Gmail, sales teams will close more deals. Besides being highly customisable, Pipedrive can be tailored to meet your specific requirements.

Zoho CRM

For small businesses with up to three users per month, Zoho offers a free CRM plan with many features. Your business can be organised in one place using features such as email, contact management, and sales pipelines.

The tool also integrates with popular productivity apps such as Google Workspace, so you can easily manage your customer communications. Moreover, Zoho offers more features with its paid plan if you need more power.

Conclusion

Modern businesses often integrate CRM with Gmail. Using this integration, you can use your phone or computer to send and receive Gmail emails. Besides allowing businesses to collaborate easily on their work, this feature will allow them to share their documents easily. In addition to these, Gmail and CRM also offer the following useful features:

You can use Google Workspace.
Provide faster responses or quick replies to clients and customers.
Allows you to track communication history.

FAQ

Does Google have free CRM?

Google has a free CRM called Google CRM that allows businesses to create an online platform for their customers. It also helps them track customer data and communicate with them regularly.

Can you use Gsuite as a CRM?

Yes, Gsuite is a powerful CRM tool. It has a lot of features and is easy to use.

Is Gmail API free?

The Gmail API is free and allows developers to create and manage their mailboxes. It is compatible with all major email clients and allows user to customise their inboxes in a way that suits them.