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Use CRM on Gmail

Gmail is a popular cloud-based email service that allows users to send and receive emails and perform other tasks. Gmail users can also use it to store their personal information, such as contacts, calendar events, and notes. Google also provides an API for third-party applications that integrate with Gmail.

The integration of these features allows for the creation of CRM systems. These systems are used in many industries like marketing, sales or customer service and help companies to track their customers’ behaviour and interact with them on a more personalised level.

What is a CRM?

CRM is software that helps companies to manage their customers. A CRM system allows you to track and manage customer interactions with your company. It helps you understand your customers’ trends and make decisions accordingly.

It also helps in managing customer relationships. CRM is a set of software tools used to manage customers’ interactions with your company. Companies use CRM to track and analyse customer behaviour, and it helps companies to improve their business performance.

How to Use Gmail as a CRM

Gmail is a powerful CRM tool that helps you manage your contacts and emails. It is one of the most popular email marketing software in the world. It allows you to stay in touch with your customers and colleagues and manage all your contacts and events in one place.

Gmail is also a great tool for email marketing. You can use it to send emails to specific groups of people or send emails based on certain criteria. It helps you send emails to your contacts and recipients conveniently and effectively. This service provides users with several options, such as Bulk Email, Quick Reply, Reply-to-All and many more.

Read on to learn more about the core features offered by Gmail and CRM integration:

The Core Features of a Gmail CRM System

Gmail CRM 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 features of the Gmail CRM System that can help improve productivity and efficiency:

Google Workspace brings your teams together.

Google Workspace is a collaborative workspace that allows people to work together on projects and tasks. It is a visual search tool with extensive editing and collaboration features, such as document management, file sharing, discussion forums, bug tracking, wiki pages & file sharing.

Aside from this, it is also a tool for teams and individuals to collaborate, share knowledge, and connect in real time. Google Workspace is an application that can create and manage documents, presentations, spreadsheets, and databases. The app offers an intuitive interface, which makes it easy for anyone to use.

Google Contacts manage and centralise your client data.

Contact management is a very important part of any business. It can track client-related information, including contacts, agreements, and contracts. Google Contacts help you keep track of all your client’s details and ensure they are updated with the latest information on them.

You can access and edit your clients, share them with other people and use them for various purposes, such as marketing campaigns, personal branding and more. Google Contacts has started to feel more CRM-y with the different fields you can attach to contact, giving users all the context they need at their fingertips. Using notes helps streamline and centralise communication between employees working with the same customers and track sales activity—via Gmail Labels aggregate communication history.

CRMs are designed to centralise client communication history. The previous method was to click on a client’s CRM profile to see a history of their emails, which we can do in Gmail. With CRM systems, you can connect several communication platforms and centralise every conversation you have had with a client.

Google Contacts lets you segment your customer base.

A customer segmentation tool is a great way to help customers find the right products and services. It can ensure that your products are the best suited for their needs. The new Google Contacts feature will allow you to segment your customer base by location.

Marketers can tailor and personalise their messages for the best chance of engagement, conversion, and forming a stronger audience-brand relationship by identifying subgroups within an audience. Contacts can be segmented on different variables, such as demographics, behaviours, engagements, psychographics, or buyer journey.

Google Contacts give you full customer context.

A customer’s contact information is a valuable asset to the brand. It is not just a list of names and email addresses, but it can also give insights into the customer’s purchasing habits, preferences and loyalty.

Google’s address book allows you to search for previous emails between your business and your clients within the client profile. Interactions can be viewed by clicking on their contact.

Gmail is a free email marketing tool.

Normally, Gmail CRM offers fantastic features for your marketing team to use within your existing Gmail inbox. In the absence of bulk email features, your working life would be a great deal more challenging, as you would have to type out each email and send each email one by one.

Conclusion

Integrating CRM with Gmail is a popular feature in the modern business world. This integration allows you to send and receive emails with your Gmail account on your phone or computer.

This is an important feature for businesses because it allows them to easily share their work and collaborate on it without having to create multiple copies of everything. Aside from these, below are other important features you can use with Gmail and CRM:

FAQ

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.

Can you send emails from a CRM?

The answer to this question depends on the type of CRM used. If you are using Salesforce or Salesforce One, you can send emails from it. If you are using Microsoft Dynamics CRM, this is impossible, as it does not support emailing on its platform. However, there is an open-source tool called SendGrid can send emails from any CRM platform – Salesforce, Dynamics CRM or Microsoft Office 365 – with no additional configuration needed.