GF-logo

CRM for Gmail Integration Guide

The Gmail service allows users to send and receive emails and perform other tasks via the cloud. Besides storing contacts, calendar events, and notes, Gmail users can also store their personal information. Gmail can also be integrated with third-party applications through Google’s API.

Integration of these features enables CRM systems to be created. Systems like these are used in many industries, such as marketing, sales, and customer service, and help companies keep track of their customers’ behaviour and interact with them more effectively.

What is a CRM?

Customer relationship management software assists companies in managing their customers. Using a CRM system, it is possible to keep track of and manage customer interactions. Making informed decisions about your customers is easier when you understand their trends.

It helps manage customer relationships. A CRM system is a set of software tools that allow you to track the interactions your company has with your customers. Using CRM helps companies improve their business performance by tracking and analyzing customer behaviour.

How to use CRM for Gmail?

Contacts and emails can be managed easily with CRM for Gmail, a powerful CRM tool. It is one of the most popular email marketing programs in the world. Besides keeping up with your customers and colleagues, you can manage all your events and contacts in one place.

Email marketing can also be done using Gmail. It allows you to send emails to specific groups based on certain criteria. You can easily and effectively send emails to your contacts and recipients with it. Among the options, these service offers are Bulk Email, Quick Reply, Reply-to-All, and many others.

The following are some of the core features of Gmail and CRM integration:

Google Workspace brings your teams together.

If you switch to a bona fide CRM provider, you’ll become familiar with a workspace. You can use this domain for any CRM activities conducted by your team members. It’s possible to share and see bits that need to be shared with others. Workspaces centralize your team even when not together; they facilitate collaboration within and between teams.

All G Suite tools are even closer together under Google Workspace: — Calendar, Gmail, Drive, Docs, Slides, Meet, Keep, Forms, Sites, Currents, and Sheets. This is essentially G Suite repackaged for a premium price but with a few new features.

Google Contacts manage and centralize your client data.

With Google Contacts, you can add new contacts, import them, export them, edit them, share them with team members, search through them, merge them, restore deleted ones, send emails to them, and send emails to them. Besides its clean, uncluttered design, contacts provide full access to customer information.

Adding fields to contact makes Google Contacts look more CRM-like, giving users all the information they need at their fingertips. Tracking sales activities is easier with notes, which streamlines and centralizes communication between employees working with the same customers.

Gmail Labels aggregate communication history.

CRM is designed to centralize client communication history. The old method of viewing the history of client emails was by clicking on their CRM profile, which is now possible in Gmail. CRM systems these days can be connected to several communication platforms, allowing you to record all conversations with clients centrally.

There is a limit to what Gmail can do‌. The inbox of an email client is the central location for all your emails. Nested Labels allow you to organize them even further. When applying labels to different messages, sorting your Gmail inbox and finding what you need is easier.

Google Contacts lets you segment your customer base.

A CRM does more than store data; it allows users to manipulate it to create a fully customized experience. Marketing can tailor and personalize messages to subgroups within audiences for the best chance of engagement, conversion, and strengthening relationships between audiences and brands. It is possible to segment contacts based on their demographics, behaviours, engagements, psychographics, or buyer journeys.

Another feature that turns Gmail into a CRM system is its labels. By segmenting prospects, customers, and partners based on pre-set variables or your own, users can find the most valuable ones. Gmail labels work across Google Contacts and Gmail, and segmentation allows users to create highly personalised outreach campaigns focused on customers.

Google Contacts give you full customer context.

Recently, Gmail added a feature to centralize client emails in Google Contacts. The address book in Google allows you to find previous email correspondence between your business and your clients. You can see Interactions by clicking on their contact.

Gmail is a free email marketing tool.

Your marketing team can leverage the fantastic features of Gmail CRM, which live inside your existing Gmail inbox. If you had to manually type out each email, send it, and then repeat the process all the time, your working life would be miserable. Templates, segmented contact bases, and unlimited sending are just some features in Gmail CRM’s email marketing automation.

Automated reminders and follow-ups.

Keeping a constant flow of information is crucial in the absence of knocking on someone’s door or having a quiet chat at the water cooler. In particular, we should create a loop and ensure that we are all included in it, as well as our colleagues and employees. Every business needs to have a notification system.

As far as alert systems go, Google’s is not as powerful. It is possible to set reminders to keep track of important events in your diary using a Google Calendar. The calendar platform can be manually used as a reminder system… but it sounds time-consuming. Gmail has a reminder system; it’ll tell you when it’s time to follow up or reply to certain emails.

Conclusion

In the modern business world, CRM and Gmail integration is becoming increasingly popular. Emails can be sent and received from your Gmail account on your phone or computer through this integration. The advantage of this feature for businesses is that they can easily share and collaborate on their work without having to make multiple copies. Besides these, Gmail and CRM offer the following features:

FAQ

Can you use Gsuite as a CRM?

Gsuite is a powerful CRM for business. It allows you to manage all your business activities, including sales, accounting, customer service, and more. It also has a powerful reporting and analytics tool that lets you easily see what is happening in your business.

Does Gmail have a contact management system?

This is a question that many people have asked themselves. The answer is yes, but not by any means. There are many email clients in the market, and they all have different features and functionalities. However, some provide a better way of managing your contacts than others do.

Does Google have free CRM?

Yes, Google CRM is one of the large corporations’ most popular and successful digital marketing tools. It is a powerful tool that can manage customer relationships, sales, marketing campaigns, and more.