It’s no secret that gross sales reps spend lots of time sending and responding to emails; analysis exhibits that as much as three-quarters of gross sales reps’ time is spent on non-sales actions, together with working of their inbox. For a lot of professionals, Gmail is their e-mail supplier of alternative, making a Gmail CRM a necessity to streamline productiveness.
As a contract author, I e-mail a ton of potential leads in addition to shoppers — and my inbox can get messy quick. The worst half? Potential shoppers can simply slip by way of the cracks if I’m not fastidiously monitoring who I’m connecting with. That’s the place the facility of a CRM is available in. Provided that my work is already deeply built-in with the Google ecosystem, having a Gmail CRM makes it simple to trace what I would like in a single place.
Fortunately there are lots of nice instruments available on the market that may enable you monitor leads simpler and effectively. I examined out 8 of the highest instruments to see which I preferred finest — and I’ll share ideas for how one can decide a software in your wants, too.
Desk of Contents
What to Search for in a Gmail CRM
I’ve performed round with a number of Gmail CRMs through the years and am sharing a few of my favorites under that I imagine are the simplest and, extra importantly, simple to make use of. Actually, ease of use is without doubt one of the prime concerns, whether or not you’re in search of your self or your crew.
Ease of Use
In my expertise, if a software is obscure with a posh UX or overly sophisticated, it shortly goes by the wayside, making usability one of the necessary concerns, particularly whenever you’re simply beginning out.
That’s to not say that advanced instruments aren’t useful — the reality couldn’t be additional. However as complexities develop, the extra detailed your SOPs and crew coaching have to be. To that finish, it’s not nearly use however about putting in and getting began.
Gmail Integration
It is a no-brainer for Gmail CRMs, after all. Nonetheless, what I need you to consider right here is whether or not you need to do all of the work proper in Gmail, in the event you’re open to logging into different platforms, and the sorts of actions you need — or are keen — to do in every.
So keep watch over the extent of syncing and if it’s bi-directional (goes backwards and forwards) or one-way. That’s going to have an effect on your processes.
Job Administration and Calendar Integration
These go hand in hand. Not all CRMs, Gmail or in any other case, are nice job administration methods. And that’s okay, however you want a plan for how you’ll handle sales-related duties and in the event that they’ll drop reminders into your calendar or enable you handle your day.
Automations & AI
What automation and AI capabilities does the Gmail CRM software you’re contemplating have? Can it automate follow-up emails or reminders primarily based on triggers or behaviors — or a minimum of enable you ideate the content material so you may polish it later? Can it assist lead nurturing workflows and a few repetitive duties? You additionally could need to search for predictive lead scoring and customizations.
Scalability
I get it — you might not be prepared to consider progress but. Nonetheless, in the event you’re in search of a Gmail CRM now, progress could also be within the not-so-distant future, so I need you to consider whether or not or not it will possibly develop together with you.
If not, and also you’re simply in search of one thing #rightnow, that’s completely advantageous, however I need you to concentrate on your long-term plans so you may determine what you’ll want when it’s time to scale.
Price
Once more, a no brainer for many of us — however it’s not nearly the associated fee now. Many of those instruments have free or low-cost beginning choices. So what is it about? It’s additionally about the associated fee down the highway as you develop. How rather more will you pay when it’s time for the following subscription degree? Or when your crew grows? And what’s the price of constructing a change down the highway? For those who don’t have plans for progress but, no huge deal, however I’d encourage you to contemplate this!
Do you have to use a CRM?
That’s one other consideration, for certain. Nonetheless, anybody with greater than a handful of shoppers actually ought to use a CRM. For those who’re on the fence about implementing a CRM in your gross sales crew, take a look at this submit to study how utilizing a CRM helps your crew develop higher.
Now that you recognize what to contemplate, let’s dive on into the very best Gmail CRM choices!
1. HubSpot CRM
Carry the facility of HubSpot CRM to your inbox with our seamless Gmail integration. By connecting HubSpot CRM to your Gmail account, you may log emails despatched out of your inbox in your CRM with only one click on, so that you by no means lose a useful message once more.
You even have the power to trace e-mail clicks and opens in actual time, and you’ll entry highly effective HubSpot instruments, together with templates, assembly scheduling, gross sales sequences, and extra, with out leaving your inbox.
Options
The free options embody:
- Electronic mail monitoring.
- Create shared e-mail templates.
- Assembly scheduler.
- Cell App — iOS and Android.
- Job administration.
- Dashboard and reporting software program.
- Deal pipeline.
- Firm insights.
- Pipeline administration.
Whenever you improve to a paid model, you can too get automated private outreach. Of those options, my favorites are e-mail monitoring and job administration, which assist me keep on prime of every little thing. Plus, with just a few clicks of a button, it simply works.
Getting Began
Proper off the bat, I used to be blown away by how simple it was to arrange HubSpot’s CRM. After answering just a few easy questions on my targets, HubSpot mapped out my place to begin in about 30 seconds. For the needs of this text, I didn’t change the pipeline phases, however it appears fairly simple to do.
After selecting the Construct a Gross sales Pipeline Playbook (one in every of HubSpot’s templated beginning factors), it walked me by way of methods to sync my Google contacts and create a pipeline.
Subsequent up, making a pattern deal — ACME Awesomeness, as a result of, after all. Then, I opened up the deal and clicked “Electronic mail” on the left-hand aspect of the display screen, and was in a position to join my inbox.
From there, I adopted the prompts to attach my inbox and obtain the HubSpot Gross sales extension for Gmail.
After downloading the extension, you can begin utilizing the CRM in Gmail.
The HubSpot Gmail CRM extension exhibits up on the right-hand aspect of my display screen, simply above the calendar. Plus, you may regulate the settings by clicking the icon simply beneath the URL bar.
After setting all of it up, I used to be in a position to open up a brand new e-mail, ship a take a look at to my alter ego, and monitor it. I used to be prompted so as to add the contact to my new HubSpot CRM and will create templates, insert scheduling hyperlinks, and arrange follow-up duties.
The Verdict
In the end, I discovered it simple to arrange, and I completely love the duty administration focus, which has been lacking from previous CRMs I’ve used. Whereas it takes just a few actions to arrange, HubSpot guided me by way of it, and I didn’t must go spelunking to determine it out. After setup, it feels fairly intuitive.
HubSpot’s Gmail CRM is definitely essentially the most complete free software, and I undoubtedly advocate it, particularly when you’ve got huge plans for progress. I like the email-specific integrations. For those who’d prefer to take it for a spin, you may see it for your self right here.
2. Streak
Streak was designed to maintain your gross sales pipeline transferring from inside the Gmail interface. This CRM is extremely customizable, providing you with and your crew the power to go looking, filter, and kind your knowledge to create customized views. You may as well simply share particulars of your offers together with emails, notes, and name logs along with your crew for the seamless transition of data between reps.
Options
The free model contains
- Electronic mail monitoring.
- Hyperlink monitoring.
- Electronic mail sharing.
- Snippets.
- Mail merge (as much as 50/day).
All different plans embody
- Non-public and shared pipelines.
- Limitless containers.
- Cell entry.
- Core and superior CRM options.
- Stay assist.
Getting Began
Getting began with Streak is as simple as including a browser extension.
After activating it and signing in, I instantly obtained entry to the 14-day Professional+ Trial, which encompasses a sequence of welcome movies that make it simple to dive in.
As quickly because it’s built-in, you can begin customizing how you utilize Streak CRM for Gmail.
Subsequent, you may select from quite a lot of integrations and automations. When you’ve set every little thing up, you can begin utilizing Streak CRM for Gmail, with options that embody a number of monitoring choices, including to the pipeline, hyperlink monitoring, snippets, and sending later.
The Verdict
Personally, I like the convenience of use and options out there. Moreover, I caught up with my good friend Kate Burgener, an interactive PDF designer who has been utilizing Streak for years, and requested her opinion.
Right here’s what Burgener needed to say:
“I like utilizing the Streak e-mail energy instruments, that are free. Electronic mail monitoring helps me know if my shoppers have taken a peek at what I despatched or if I ought to observe up if it appears to be like like they missed a draft … I arrange snippets to reuse completely worded textual content, so I ended writing from scratch each time I wanted to carry out a repetitive job, equivalent to inviting shoppers to a suggestions assembly.”
3. Salesflare
Salesflare is an easy-to-use CRM meant for small companies promoting B2B services that connects on to Gmail. With a visible pipeline function, it reminds gross sales reps about upcoming duties so prospects do not fall by way of the cracks.
The CRM pulls all contact info it will possibly — from e-mail signatures, social media profiles, emails, and previous conversations — and routinely provides it into your information so you will have all the particulars about every of your contacts at your fingertips. It additionally connects along with your calendar and cell phone that will help you handle and log your conferences and calls with leads and prospects.
Options
Salesflare is thought finest for the next options:
- Automated tackle e-book.
- Account and make contact with recommendations.
- Information enrichment utilizing public sources and e-mail signatures.
- Electronic mail sequences.
- Electronic mail, assembly, and name synchronization.
For my part, the best function is the information enrichment. I like the way it routinely improves the standard of your CRM knowledge primarily based on the emails you’re already sending. I want this was customary on extra CRMs — for Gmail and in any other case.
Getting Began
As quickly as I began the free trial, Salesflare gave me a pattern tour that confirmed me methods to dive proper in.
The tour exhibits you step-by-step precisely methods to get began with Salesflare.
Subsequent, Salesflare makes it simple to attach the CRM with Gmail and different suppliers. I adopted the prompts and added the extension to Chrome.
The Salesflare CRM instantly populated the Gmail inbox — the above image exhibits two side-by-side views of duties vs. all the choices.
The Verdict
The Salesflare tour was wonderful, and I’m obsessing over the micro UX copy contained in the Gmail CRM extension. I wasn’t as clear instantly on methods to use the CRM proper from my e-mail outdoors of the bar itself, however it obtained simpler extraordinarily shortly with just a bit enjoying round. I like all the integrations and the final ease of use.
4. Copper
Copper CRM is designed to combine immediately with your entire Google Office applications. Utilizing Copper, you may handle leads, replace contact and deal information, and monitor duties inside your inbox. Moreover, you should use Copper to drive productiveness with highly effective automations that get rid of the necessity for handbook knowledge entry.
Options
The Starter Plan contains:
- Lead monitoring
- Contact administration and segmentation
- Auto-enrich profiles
- Cell enterprise card function
- Computerized e-mail seize
- Computerized knowledge seize
- Customized views and actions
- Zapier integrations
I discover the automated options essentially the most thrilling due to how a lot sheer time is saved. It turns into extra about verification than analysis.
Getting Began
As soon as I arrange the free trial and browser extension, Copper populated proper in my Gmail and supplied a brief tour. At Copper’s prompting, I clicked on an e-mail chain, added the contact to my checklist, after which was in a position to view the complete historical past of our communications.
When it got here time so as to add somebody to a pipeline, I needed to first create a pipeline and go into Copper’s app, however they made it simple. I simply clicked the template I wished and was in a position to create a pipeline that shortly labored with my enterprise.
From there, I might create, monitor, and handle alternatives both by way of the app or Gmail. As quickly as I created one within the Gmail CRM, I used to be in a position to see it within the app.
The Verdict
Copper CRM for Gmail seems like a no brainer. The UX is unimaginable, and I’m impressed with how simple it’s to arrange and dive proper into. I can see the way it works properly for solopreneurs in addition to rising groups. And at $9 monthly to begin, it’s a straightforward sure.
5. Nutshell
By integrating your Gmail and Google Calendar accounts with Nutshell, you may centralize your e-mail and calendar actions to cut back leaping backwards and forwards between applications. Along with syncing capabilities, Nutshell permits customers to create duties, doc notes that may be shared amongst teammates, and monitor communication timelines with out having to depart Gmail.
Options
In a nutshell (pun completely meant), the options embody:
- Contact information and knowledge storage.
- Computerized contact sync.
- Computerized buyer knowledge scouring.
- Lead seize by way of embeddable kinds.
- Pipeline administration.
- Communication and job administration.
- Reporting and efficiency monitoring.
- Electronic mail automation.
- Help and onboarding.
Getting Began
Step one Nutshell recommends on the primary display screen is connecting to Google.
I needed to poke round a bit earlier than I used to be capable of finding methods to join Nutshell to Gmail. Whereas I related to Google instantly, it wasn’t instantly apparent to me. Completely potential I obtained click on joyful and missed it. If that’s you, simply go to Settings > Integrations, and it’s the very first thing that pops up, with some helper textual content. On to obtain the Nutshell for Gmail Chrome Extension.
Whereas Gmail can do canned e-mail, Nutshell makes it even simpler to handle and replace. And that function is out there as quickly as you add the browser extension. It seems that that is the highest approach that Nutshell integrates with Gmail.
The Verdict
In a nutshell (I needed to make one other pun), Nutshell appears to be a strong CRM with lots of nice capabilities for groups needing a fairly priced answer. It does nearly every little thing you need. Nonetheless, in order for you a deeper integration with Gmail, different options assist you to do extra proper inside the Gmail interface.
6. NetHunt CRM
NetHunt is constructed to dwell inside your Gmail account and is designed to be intuitive for Gmail customers. This CRM means that you can log emails that may be made seen to your crew for simple info sharing. NetHunt additionally brings full lead administration capabilities to your inbox — you may acquire leads, qualify them, seize related particulars, and phase contacts all from inside Gmail.
Options
NetHunt’s options embody:
- CRM necessities, together with duties and reminders
- Pipeline administration
- Workforce collaboration and productiveness options
- Gross sales and e-mail automations and monitoring
- Complete Google Workspace integrations
- Robust assist choices
Let’s dive into precisely the way it all works.
Getting Began
Proper off the bat, I can see that NetHunt takes onboarding significantly. They inspired me to e-book a name to dive in. The subsequent step was connecting the CRM with Gmail through a Chrome extension.
An app that makes utilizing it simple? Test! I like that NetHunt simplifies utilizing it by telling you precisely what to do at each step.
Their Gmail CRM interface is tremendous user-friendly and works easily. They’ve a collapsable dashboard that integrates into your sidebar proper above the usual Gmail folders.
As somebody who likes to learn, I discovered it barely irritating that I needed to watch movies, however the movies are brief and targeted on the particular job at hand. In any other case, I’ve zero complaints.
NetHunt’s Gmail CRM integration is so properly designed and built-in that it’s simple to stand up and working … shortly!
The NetHunt CRM populates in new Gmail emails as properly, with choices to hook up with particular contacts, offers, or corporations, in addition to add duties, use templates, and monitor opens and particular hyperlink clicks.
The Verdict
If my restricted take a look at has any say within the matter, I believe NetHunt appears to be like extremely promising. With one of many smoothest Gmail integrations, it’s simple to handle nearly every little thing proper out of your e-mail. And I’ve to confess, once they tried to get me to e-book a name earlier than I did the rest, I had some considerations that it was going to be overly sophisticated to make use of. These are completely alleviated. The most important con I see is the shortage of studies and integrations at decrease tiers.
7. Capsule
This CRM is designed that will help you construct significant relationships along with your prospects. Utilizing their Google Workspace add-on, you may entry contact information, message historical past, duties, and gross sales alternatives from inside Gmail. Integrating Capsule with Google Workspace additionally makes accessing your contact knowledge from cell seamless for gross sales reps on-the-go.
Options
Capsule CRM options:
- Contact administration.
- Gross sales pipelines.
- Workflow automations.
- Electronic mail advertising and instruments.
- Gross sales analytics.
- AI content material assistant.
- Duties and calendar.
- Challenge administration.
Getting Began
Getting began with Capsule is simple. It walks you thru the primary few steps, one in every of which is linking to Google and Gmail. By going to Settings > Integrations, I used to be capable of finding the Chrome extension and add it to my account.
After clicking on an e-mail, Capsule requested if I wished so as to add the contact to my Gmail CRM. I might select an individual, group, or discover them in Capsule after which add all their contact particulars.
Whereas I discovered the Gmail part of Capsule’s CRM much less strong than among the others, I discovered their interface within the app simple to navigate. It’s simple to create contacts, alternatives, and tasks.
The Verdict
As with all checks, time is a limiting issue. Nonetheless, I discovered Capsule to be fairly simple to make use of from a person interface standpoint however much less strong than Gmail CRM. If I had been specializing in ease of use alone, it could have prime marks as a result of it’s so intuitive. Nonetheless, if I’m in search of CRMs which are extremely efficient in Gmail, this one isn’t fairly as sturdy there as among the different choices.
The place Capsule actually stands out to me is that they’ve put nice effort into the undertaking administration aspect of issues, and candidly, that’s the place most different CRMs fall off. For those who’re in search of an choice that does each, this can be a nice answer.
8. TeamWave
Utilizing TeamWave’s CRM integration with Gmail, you may flip your inbox into a strong gross sales software. With this add-on, you may routinely create new CRM contacts from emails you obtain in Gmail, auto-sync your emails to save lots of conversations to share along with your crew, schedule actions immediately out of your inbox, and immediately entry the gross sales historical past of a contact whenever you obtain an e-mail from them.
Options
All of TeamWave’s plans embody all options — simply completely different ranges of every. The $39/month starter plan contains:
- Limitless customers.
- Limitless tasks.
- Limitless offers and actions.
- 15k contacts.
- 25 GB storage.
- Customizable gross sales pipeline.
- Contact administration.
- A number of views.
- Challenge administration capabilities.
- HR administration choices.
- eSignatures.
- Electronic mail integrations.
- Complete studies.
I like that you just don’t must improve for options, simply primarily based on the scope of contacts, knowledge, and variety of websites you assist.
Getting Began
The primary display screen that pops up in TeamWave features a guidelines with directions for making a Gmail CRM.
I put in {the marketplace} add-on and began including contacts by clicking on emails and including particulars. From there, I went again into the TeamWave app to mess around and discover settings and offers.
The element of undertaking administration capabilities is unimaginable, with customization choices that embody undertaking phases and invoice charges, making it simple to trace and handle all the buyer relationship from result in offboarding.
The Verdict
Whereas it’s not the strongest Gmail CRM on the market when it comes to Gmail performance and integrations, TeamWave comes out as one in every of my favourite choices as a result of it’s a single subscription no matter what number of customers you will have and contains all the options you want with out upgrading.
My second favourite attribute is the convenience of managing all the buyer relationship, particularly with regard to undertaking administration — as I discussed above, that’s an space most CRMs fall down. Whereas the Gmail CRM options may very well be stronger, I do like how you will have the power inside Gmail to get a greater understanding of every contact.
Discovering the Finest CRM for Gmail
The excellent news is you’ve obtained lots of Gmail CRM choices, and most of them work with different e-mail providers as properly. The dangerous information is that they’re all fairly implausible.
I’d advocate attempting just a few to see what works finest for you and suits most carefully with the way in which your mind, enterprise, and processes work. Remember — in the event you’re testing a number of CRMs with Gmail, the browser extensions could compete with each other. With that in thoughts, I like to recommend making an inventory of what you’re in search of, attempting one after the other, and weighing the professionals and cons of every Gmail CRM.
Comfortable looking!
Get essentially the most out of your CRM by integrating it along with your inbox.