Best Gmail CRM Software
Best Small Business CRM Software Solutions for Gmail – Google email
Feel free to skip the intro and scroll down to read quick overviews of the best Gmail CRM products below.
Gmail is extremely simple, does a great job of managing one’s email, and offers gigantic free storage space, which is why many small businesses love using it. Another reason why businesses love Gmail is the fact that Gmail for businesses lets you create custom email, i.e. @yourcompany.com instead of using the gmail.com extension.
For small businesses already using Gmail in your office, considering CRM and Contact Management solutions that work inside the mailbox can help centralize your important business information. This can help save time, boost productivity, and help management make better decisions. These are a few other key benefits of using a Gmail based CRM:
- Increased storage, decreased maintenance overhead.
- No integration and synchronization with another CRM system.
- Industrial strength, reliable database for better performance.
- Much easier approval and adoption than other CRM systems.
- Considerable cost savings with product, training, and service.
You stay in your inbox all day and manage your contacts, leads, and more without missing a single email. Each email gets a timely response, and there is no toggling backward and forward, meaning a more pleasurable and productive user experience.
You can capture customer e-mails with a single click, and with this capability you and your sales professionals can associate correspondence to the appropriate contact, account or opportunity for sales activity tracking.
In most cases, you have negligible to zero installation costs, and there’s absolute no down time – just download the add-on, and you’re good to go.
The Best Gmail CRMs for the Smaller Business.
After extensive research and careful comparison, we have chosen the best and most popular Gmail CRMs for your small business.
Although not a CRM specifically designed for Gmail, Pipeliner works pretty much the same way as any other Gmail CRM. It comes as a Google Chrome extension that blends in with your Google mailbox.
The extension brings most of the important parts of the Pipeliner CRM such as contacts, accounts, leads, opportunities, tasks, and even appointments to your Gmail, so you can manage all your business-related activities without having to switch between the two systems. The two-way sync also allows you to create and save new contacts and leads from Gmail into your CRM. What’s more, you can select an email and view the related data from Pipeliner within your mailbox.
Although Pipeliner doesn’t have as many features when you work from within Gmail, this can be an ideal choice for smaller businesses that need a full-fledged CRM that can also work with Gmail. It costs $25 to $55/user/month and also has a custom plan for enterprises. A 14-day free trial is available.
Highly Recommended NetHunt CRM claims to be your “smart inbox” that turns your Gmail mailbox into an enterprise level CRM. Geared towards small businesses and claiming to be as easy to use as the Gmail itself, NetHunt allows for live team collaboration, private and secure modes, and stores everything in the cloud to rid of the hassle of managing the databases.
The CRM can be a great choice for small businesses that need to manage their day to day activities for retailing, sales, hiring, customer support, and marketing. The CRM has a handy mobile app and boasts several features including business records, follow-ups, email 360° overviews, mass mailing, email tracking, Zapier integration and more. The Solopreneur version costs $10 per user/month for single users and $25 per month for a team of up to five users. i.e. $5 per user per month. A free trial is offered.
Copper - formerly ProsperWorks CRM
The vendor claims that Copper is the only CRM built for Google, used by Google, and recommended by Google. Does Google use it? We don’t know, but what we know is the fact that it’s an amazingly powerful software that has the same look and feel as the G Suite by Google. The simplicity and ease of use are unlike anything you’ll see in other CRM software.
What really sets the CRM apart are the added features and benefits. For instance, you can use Google Sheets add-on, and generate and export sheets directly into Google Drive. It has an extension for Google Chrome that adds it to your Gmail box, but it doesn’t stop there, but blends in with the rest of the G Suite and takes your productivity to a whole new level.
Some of its features that you’ll love are G Suite integration, virtually no manual data entry, tracking emails, automated tasks, team activity tracking, multiple sales pipelines, VoIP calling (ideal for businesses across the borders), lead & sales dashboards, forecast management, goal setting and more. Let’s not forget the user-friendly mobile app. Available in three different packages, it can cost $19, $49, or $119/user/month. A 14-day free trial is also available.
It’s a simple yet powerful CRM built to work seamlessly with Google Apps and Gmail. The biggest selling point of the CRM is that it supercharges your sales team so they can focus on sales instead of data entry.
The smart system can increase the productivity of sales people by automating and reducing their activity tracking time. It adds a sidebar with all the important tasks and follow-ups, using a Chrome extension. Some of its most notable features include email templates, Gmail sync, pipeline management, automated activity tracking, and dashboard for forecasting and reporting. It costs $35/user/month (billed monthly) or $29/user/month (billed annually). A 14-day free trial is also available.
Nudge.ai for Gmail gives you AI sales insights on the contacts and companies you care about as you write emails and browse the web – for free. Get the insights you need to write engaging emails without leaving your inbox. Nudge.ai for Gmail uses AI to filter through massive amounts of data to find the latest personal mentions, company news, social activity and more on your contacts as you write emails. Works with Gmail, Google Inbox, and SalesLoft. Nudge.ai for Gmail will automatically scan web pages you visit, such as news articles and blog posts, to show you the latest insights on the contacts and companies mentioned. The priced plans start at $19.95 per user per month.
For small businesses that run full sales processes, customer support, hiring, and more, right from within Gmail, Streak is worth a look. The whole CRM lives inside of Gmail and doesn’t link to any other system. It can also work with other Google apps and G Suite and allows you to integrate it with hundreds of third-party apps using Zapier.
From managing your contacts, deals, support queue, to collaborating with your team, Streak has all the bases covered. What you’ll like about the CRM is that it’s very lightweight, flexible and easy to use. Some of its notable features include sales management, product dev, deal flow, fundraising, customer support, hiring, real estate, email power tools, tracking and reporting, and more. Streak offers a free version for personal users who want to track 200 or fewer emails. They have two other plans that cost $39 and $89/user/month. Moreover, a 14-day free trial is also available.
Recommended. Bitrix24 is a complete CRM but also offers a Gmail CRM integration app that lets you manage your contacts, companies, and leads, inside your mailbox. It’s available as a Chrome extension, and the basic version is free. Notable features include sales management, quotation management, invoice management, scheduling, time, tracking and VoIP. In addition to the free version, it has three plans for unlimited users, costing $39, $99, and $199/month.
September 8th, 2014