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If you’re a Gmail user, you might be wondering….does Gmail offer a CRM?
Gmail doesn’t offer a dedicated CRM tool. However, that doesn’t mean you can’t organize and manage your contacts, emails, leads, accounts, and more on Google!
So, what are the capabilities of managing customer relationships in Gmail?
Read more: Google Workspace Tutorial For Beginners.
Can You Use Gmail as a CRM?
While Gmail doesn’t offer a CRM, you can use Google Contacts to manage your contacts, email addresses, phone numbers, and notes.
This tool integrates with Gmail and Google Calendar but is less robust and feature-rich than standalone CRM platforms.
So, is it possible to use Gmail as a fully functional CRM solution?
Yes! Let’s find out how.
How To Use Gmail As a CRM?
To use Gmail as a fully-fledged Google CRM solution, you can seamlessly integrate a third-party CRM app into your Gmail account.
And luckily, various no-code CRMs are compatible with Gmail!
These apps increase Gmail’s functionality, allowing you to manage your contacts, activities, and tasks, track emails and sales, streamline workflows, and more.
The functionality of your Gmail account will differ depending on which CRM tool you use.
Sheetify CRM, Streak CRM, and HubSpot CRM are my top picks for Gmail users seeking powerful CRM solutions.
By combining the power of these tools with Gmail, you can merge CRM activities with email marketing, revolutionizing your approach to managing client interactions.
Read more: How To Track Emails In Gmail?
Which CRM Works Best With Gmail?
1. Sheetify CRM
Sheetify CRM is an innovative Google Sheets CRM template designed specifically for Google users.
Built entirely with Google Sheets, Sheetify is a comprehensive CRM software that can directly integrate with Gmail.
With a built-in Apps Script, you can seamlessly send bulk emails directly from Sheetify to your contacts through Gmail.
This versatile tool allows you to manage contacts, sales, inventory, transactions, tasks, customer tickets, deals, and more, all within a single Google Sheet.
Moreover, it seamlessly integrates with Google Forms to capture website leads and Google Tasks for effective sales and client task management.
Whether you’re a free or paid Google Workspace user, Sheetify is available for an affordable one-time payment of $67.
This provides access to all current and future features and updates.
For small and micro businesses seeking to streamline their email and CRM activities within Google Sheets, Sheetify CRM is the ultimate lifetime CRM and business toolkit.
2. Streak CRM
Exclusive to Gmail users, Streak CRM is a Google Chrome extension that transforms your Gmail interface into a robust CRM platform.
Streak CRM organizes your contacts, emails, and files inside Gmail, meaning you don’t have to leave Gmail to streamline workflows and oversee projects, leads, prospects, and tickets.
You can build and customize sales pipelines, receive notifications when things change, log interactions, track calls, and more – all within Gmail!
The platform also deeply integrates with various Google Workspace applications, such as Google Calendar, Drive, and Sheets, utilizing the entire Google ecosystem.
The good news is that Streak CRM offers a basic free plan with essential CRM features, perfect for individuals or small teams.
Paid pricing plans range from $49 to $129 per user per month and unlock advanced capabilities, including shared sales pipelines and mail merging.
Offering simplicity, speed, security, and responsiveness, Streak is the go-to choice for Gmail users after an efficient CRM that seamlessly integrates with their existing workflow.
3. HubSpot CRM
HubSpot is a comprehensive, all-in-one solution that combines the power of marketing, sales, and customer service tools.
HubSpot CRM has built-in email marketing tools, empowering users to seamlessly send and receive emails directly from their HubSpot account.
However, HubSpot is also super compatible with Gmail.
Thanks to the HubSpot Gmail integration, you can effortlessly log emails sent from Gmail directly within HubSpot with just a single click.
The integration lets you track email opens and clicks in real-time, view CRM contact details, and use HubSpot sales templates and meetings within your Gmail inbox.
The platform offers an outstanding free plan suitable for small businesses, which includes the HubSpot Gmail integration (with limited features).
For those seeking more advanced capabilities, paid CRM plans are available at varying prices based on the specific features and services needed.
Check out the full range of pricing plans offered by HubSpot here.
Which CRM Should You Use For Gmail?
Sheetify, Streak, and HubSpot CRM are excellent Gmail-compatible CRM solutions.
But which one should you choose?
- Sheetify CRM is the ultimate Google Workspace CRM business toolkit that’s simple yet fully functional.
- HubSpot Gmail integration is ideal for teams using HubSpot for other marketing or customer service activities.
- Streak CRM is an excellent basic CRM for users who want to keep everything inside Gmail.
Read more: Google Sheets Task Tracker Template.
Why Use a CRM?
No matter how big or small your business is, I always recommend investing in CRM software!
Firstly, a CRM can help improve customer relationships by giving you the tools to effectively track, target, and interact personally with customers.
A CRM system streamlines processes and reduces the need for manual data entry and tracking by having all customer data in one place.
CRM can also track sales opportunities, forecast future sales, and provide insights to help sales teams prioritize leads and close deals, enhancing sales.
Additionally, a CRM can help you provide a better customer service experience.
With easy access to customer data and history, businesses can provide better service, resolve issues more efficiently, and anticipate customer needs.
And finally, by understanding customer behaviors and preferences through CRM data, you can drive business growth!
Read more: 7 Best CRM Software For Small Business.
Can You Use Google Sheets As a CRM?
Yes! You can use my simple, powerful, easy-to-use Google Sheets CRM template, Sheetify CRM, to manage your contacts, sales pipelines, and customer tasks with ease.
Additionally, Sheetify CRM can help monitor the performance of your products or services, track your most valuable customers, and create tickets for customer issues.
But that’s not all – Sheetify CRM excels at helping you manage your other business operations, including invoicing, transactions, purchases, and inventory.
Sheetify also integrates seamlessly with Google Forms and the Google Task App, making it easier than ever to manage your workflow.
And the built-in sales dashboard provides a wealth of valuable information, including team sales performance, sales status, top-selling products, and more.
Simply download Sheetify CRM here, personalize the spreadsheet to suit your needs, and you’ll be up and running in no time!
With Sheetify, you don’t have to muck around with third-party apps or integrations; all it takes is a few quick clicks.
Sheetify CRM is also customizable to meet your unique needs.
So, if you’re looking for custom add-ons, advanced automation, or specific changes to optimize your workflow, our team is ready to help.
Sheetify CRM is the best Google CRM template out there. Why wait? Sign up for Sheetify CRM today!
Stews Final Thoughts
And that is it! I hope you now have an answer to your ‘Does Gmail offer a CRM?’ question.
While Gmail doesn’t offer a CRM system itself, there are plenty of third-party apps and templates available with robust customer relationship management features.
Whether you choose a simple solution like Streak or a more robust platform like HubSpot or Sheetify CRM, there’s a CRM tool out there for all Gmail users!
By integrating a CRM solution with your Gmail account, you’ll streamline your workflows, improve your customer service, and drive business growth.
Thanks for reading.
2 comments
Can I gather all info relating to a gmail contact in one place AUTOMATICALLY?
all gmail in and out
all notes re interactions
all contact info for the person and company
forms
articles of interest
reminders
etc
Hey Larry,
Thanks for your comment.
You can, however it is a complex process to achieve this.