GF-logo

Best Integrating CRM with Gmail

Most businesses choose a CRM system that is simple to set up and operate. What could be easier than combining a CRM and Gmail? As a small business owner, it may appear complicated to set up a CRM, but it’s not. A straightforward Gmail account can establish a CRM system faster than you say, “Gmail CRM.”

This article will explain what customer relationship management (CRM) is, how it works, how much a CRM costs, how CRM systems have grown to help companies, and which CRMs work best with Gmail.

CRM Definition and Functions

Customer relationship management is referred to as CRM. CRM software is a system for managing client interactions, as the name implies. CRM software allows you to record communications with potential clients and information about them. Multiple individuals within an organisation have access to the data, which is kept in a centralised database.

For growing businesses, a CRM helps to streamline sales, marketing initiatives, customer support, accounting, and management. The details of a specific client’s customer journey are accessible to and editable by multiple parties.

A customer might initially access your CRM by completing a demo or contact form on your website. After exchanging a few follow-up emails with a sales representative, you can edit the customer’s information to reflect what you’ve discovered about their company. Then, marketing can decide how to best appeal to their client’s demands.

While some of these actions are logged automatically, some information might need to be manually entered. Everything is available through one system, which reduces unneeded paperwork and clutter, speeds up communication, and raises customer satisfaction.

How much does a CRM cost?

CRM costs can vary. There isn’t a solution that works for everyone. A few crucial considerations are as follows:

Per-user fees are charged for several CRM models. One user, for instance, pays $50; two users $100; and so forth. Some CRMs impose fees for extra data. For instance, some CRMs charge for each group of 1,000 (or 10,000+) persons in your database; these fees are based on a per-record basis.

Others charge based on how much data is stored. For instance, you may store up to 5 gigabytes of data for free and charge for every additional gigabyte. CRM software may also charge for additional features.

For example, contact, business, and deal management cost $50 per user per month; lead scoring and reporting are included in the “Enterprise” package, which costs an additional $50. The good news is that adoption hurdles for CRM are now lower than they have ever been, notwithstanding the complexity of some CRM pricing variables.

How have CRM systems grown to help companies?

Automation speeds up the business sales cycle, minimises human error, and helps save time—more than simply, emails and phone numbers are stored in CRMs. You can monitor a customer’s activity on your website, the emails they open, and their interactions with your business.

The move to a cloud-based paradigm has freed up the current remote work environment from being bound to an internal system. Wherever you work, and you can securely access your CRM and collaborate with coworkers on the other side of the planet.

Most Popular CRMs for Gmail

Everyone who uses the internet appreciates Google’s focus on user experience and uncomplicated design. A CRM system for Gmail has several benefits for users, including an easy learning curve and user-friendly, well-designed productivity tools (such as G Suite and Google Drive). Whether we like it or not, Gmail is what we call home.

We use it to communicate, arrange meetings, set reminders for all the different duties related to everyday life and business, schedule appointments, generate opportunities, develop forthcoming projects, and keep track of contacts and relationships.

You find it easier to utilise the program because it feels more natural when you have well-integrated CRM apps in your Gmail. The following CRM applications allow you to receive your purchases directly in your Gmail inbox.

FollowUp Personal CRM (Gmail Sidebar Integration)

This CRM provides a Chrome plugin for Gmail to manage your personal or professional network right from the comfort of your inbox. FollowUp Personal helps you maximise your relationships with cutting-edge features like reminders for chats, projects, or events and sophisticated note-taking abilities if all of your contacts are already in Gmail.

Salesmate (Gmail Sidebar Integration)

You can examine contacts/companies, timeline activity, and sale opportunities with Salesmate’s Chrome plugin, which integrates with the Gmail sidebar. You can enter notes, view sales history, and create emails and contacts that will be updated immediately on the Salesmate platform in the sidebar. Each workday may be more productive by automating data entry and categorising records.

Capsule CRM (Gmail Sidebar Integration)

Capsule offers a Gmail add-on integration that enables you to access various useful functions from an inbox sidebar, including linking sales possibilities and cases with cases, storing discussion threads and client information, and creating follow-up activities.

The capsule is incredibly approachable, especially for those new to CRM, thanks to its straightforward platform, customisable features, and mobile-friendly layout.

Nimble (Gmail Sidebar Integration)

NimbleMail is also for G Suite, which means that all Google apps, including Calendar, Contacts, Docs, and Google Drive, are seamlessly integrated. Thanks to the sidebar integration, it is simple to manage contacts, organise deals, sync calendar appointments, send trackable template emails, and manage deals. Cross-channel contact and lead information are combined into a single, unified profile via Nimble’s Contact Record function.

Streak (Full Gmail Integration)

Streak is designed to be a natural extension of your current workflow. Streak still includes all the juicy CRM information like pipeline and lead generation features, even if it is a more lightweight solution.

The software offers easily customised workflows with search, filter, group, and sorting tools, as well as automatic data collection, tracking, and easy-view pipeline details next to your emails.

Agile CRM (Chrome extension)

The CRM platform and your Gmail inbox communicate more easily, thanks to Agile CRM‘s Chrome add-on for Gmail. You may access contacts from both systems via two-way contact sync, which can be set up to sync automatically at predetermined intervals.

Agile CRM’s contact timeline lets you quickly see a chronological list of all emails that have ever been sent to a contact using the platform’s comprehensive 360-degree contact view.

HubSpot CRM (Gmail Sidebar Integration)

Given that HubSpot is a well-known brand in the CRM space (on par with Salesforce), it makes sense that it would provide a Chrome extension for Gmail to facilitate workflow for its users.

The Gmail connection includes configurable email templates, automated outreach, an easy-to-use meeting planner, a sales funnel, and mobile access to optimise email tracking and sales (iPhone and Android).

Conclusion

An email is opened and read, an opportunity is identified, a task is given, a follow-up is conducted, and a customer relationship is fostered. Users can maintain their workflow naturally with a customer relationship management system made for Gmail (sometimes even in a single tab). You might as well start with your own CRM integration for Gmail, as emails from Gmail are where most things start.

FAQ

Is there a CRM in Google?

Google doesn’t have a customer relationship management (CRM) product. Still, because many company processes rely on Google products, many professionals want a CRM that seamlessly connects with Google’s technologies.

Can I use Gmail as a CRM?

Another function that transforms Gmail into a CRM system is its labelling system. Users can categorise prospects, clients, and business partners based on pre-defined criteria or their unique criteria.

Can you use G Suite as a CRM?

You can set up reminders to schedule a meeting with a customer with G Suite / Google Workspace just as easily as with a CRM. Once that’s done, you may email them, schedule a meeting on their Google calendar, or directly from your email inbox.