Do you send a lot of emails? Manage hundreds of contacts? Do you have a communication workflow? Then you know what it's like to be totally overwhelmed by your inbox. CRM tools could be the simple solution you can try.
Customer relationship management (CRM) software helps you keep track of your contacts, your interactions with them, and your workflows. Gmail CRMs integrate right into your inbox and help you improve your Gmail experience by making it easy.
So what's the best thing about Gmail CRM?
Because you live entirely in Gmail, using Streak means you don't have to sign up and set up a new app. But it provides almost all the functionality of a standalone CRM system.
Once you've created a Box-a container for an interaction set, its related emails will automatically be added. You can see when your last contact was. Add contacts in an organization or in a project. You can also create a custom workflow to track your contacts.
Streak keeps opening and viewing tracks and has a super fast snippet system. You can add a pre-written code snippet by simply typing “#” and a keyword.
Best of all, there's a great free plan:
This Gmail CRM is based on Records, a collection of emails, tasks, and files. Records can be grouped into folders and displayed in custom views
NetHunt also allows you to set follow-up dates and reminders. They're color coded and categorized into folders so you always know what to do next.
A great advantage of NetHunt is that the free plan allows two users to access the workspace. Small businesses can use the free plan until they expand and still take advantage of collaboration. Reports are also included in the free plan.
This is what you will get:
Zoho suite not only includes one of the best Microsoft Office alternatives Top 7 Free Microsoft Office Alternatives Top 7 Free Microsoft Office Alternatives Microsoft Office is the king of office suites, but that doesn't mean it's right for you. you. Here are other office suites that you might like better! Read More While it's not as tightly integrated as some of the extensions above, it does allow you to manage much of your workflow from within Gmail.
You can create new leads and contacts, add tasks and calls to a customer's entry, create deals, and view contact information. You could possibly do almost everything from Gmail. But to get the big picture, you'll need to head to the CRM.
We will give you the simple version of Zoho CRM pricing here. For more details, see their pricing page (annual pricing is also available):
It's easy to get started with Propeller's Gmail CRM extension's simple interface. New messages show buttons for templates, follow up, and follow up. Contacts are managed directly from Gmail. The pipes are displayed in the window.
However, it is worth noting that you will need to access the Propeller web application to view all of your information.
The greatest attraction of the propeller is its seamless integration. It feels like it's already part of Gmail. Learning to use the CRM and getting up and running will be a breeze. The fact that each subscription comes with a one hour onboarding session only makes it easier.
The app's simplicity extends to its prices, too:
Insightly is a professional-grade CRM that includes features like custom Kanban sales pipelines, custom reports, and relationship maps.
This is an app built for enterprise-level selling and relationship management. But the fact that it has a free plan for up to two users makes it easy for small businesses.
You have quite a few pricing options:
It's clear that ProsperWorks was designed with Google Apps in mind. In addition to CRM for Gmail, you can also connect Drive, Calendar, and even Hangouts. Your chatbot will notify you when changes are made to entries in the CRM. It's great.
The CRM app is sleek and easy to use, like a Google product. While the cheapest plan loses features you'll get for free elsewhere, you'll still get plenty of great reporting options. And alerts when your sales pipeline breaks, which is helpful for teams.
This is what you will get:
Arcade CRM includes a contact database, task management, calendar integration, document management, sales pipeline visualization, and more.
The Gmail CRM extension allows you to create templates, set reminders, and track email opens. Although the Gmail integration is not as feature-rich as Streak or NetHunt, its close integration with the CRM suite makes it very useful.
Arcade pricing is very simple:
After looking at the options, two Gmail CRMs stand out from the rest.
Streak is definitely the best option if you want a fully integrated CRM with Gmail. There's no switching between apps, and the interface has pretty much everything you could possibly need.
Not only that, but the free plan is fully functional. It's definitely the best free CRM for Gmail, and one of the best overall, too.
If you're looking for a standalone CRM that integrates with Gmail, Zoho CRM will give you the most options. The CRM is professional-grade, feature-rich and easily scalable.
Zoho's free plan gives you access to the features you need and includes collaboration between three team members.
(I must say, however, that the simplicity of Prosperworks' Gmail integration also makes it a solid competitor.)
If you don't need that much power, you can always boost your Google Contacts game. 10 Easy Tips to Rescue Google Contacts from Neglect. Most of us neglect it. Here is a complete guide to cleaning and organizing Google contacts. Read more and use it to manage your contacts..
