Let us be honest, CRM doesn’t seem that outlandish if it’s integrated into your Gmail, does it? Popular and well-known for a reason, the Gmail CRM platform is extremely user-friendly.
Currently utilized by 4 million paying businesses globally, the majority of the world’s large and small businesses currently use the Gmail inbox. You are probably as well. Given that Gmail is unlikely to disappear anytime soon, CRM businesses have seized upon its popularity and begun to think, “why not offer CRM software to the people?”
Google’s emphasis on usability and design simplicity appeals to every internet user. The user benefits of a CRM system for Gmail include a low learning curve and straightforward usage of well-designed productivity tools (a.k.a. G Suite and Google Drive). Whether we like it or not, Gmail is our home. It’s where we communicate, schedule appointments, arrange meetings, save contacts, manage connections, create opportunities, plan new initiatives, and set reminders for all of life’s critical action items.
There is a soothing sense of control when it comes to adopting a platform like G Suite. There is no need to entrust your job and personal life to a project manager, spouse, or helper. And, on occasion, comfort is critical to productivity. We’re talking about you, sweatpants-clad university students, and WeWork aficionados who enjoy free beer.
Additionally, having well-integrated CRM apps within your Gmail account implies that your interactions with the program will feel more natural (as an aside google sheets CRM might be another solution worth looking into).
The following CRM systems deliver the goods directly to your inbox via Gmail.
Streak is one of the only completely integrated Gmail CRMs—meaning it stays immediately within your desktop or mobile Gmail inbox (and that comes with all the G Suite integrations too). Streak’s goal is to function as an organic extension of your existing workflow. While Streak is a more lightweight CRM, it retains all of the juicy CRM information such as pipeline and lead creation tools. The platform has configurable workflows with simple-to-use search, filter, group, and sort tools, as well as automated pipeline tracking, data collection, and easy-to-view pipeline details alongside your emails.
Pros & Cons:
Streak integrated its CRM with Gmail to ensure that it was available to everyone. It’s a straightforward CRM that makes it simple to get started with the fundamentals. The capacity to track and manage emails as they flow through the pipeline is advantageous for new firms. Streak serves a diverse range of industries, including project management, media and creative firms, as well as customer service, recruiting, real estate, and fundraising.
Streak is a lightweight CRM, which means that its functionalities are limited in contrast to other CRM solutions that integrate with Gmail. Despite the fact that Streak is totally contained within your Gmail inbox, some users find the UI to be too confusing and difficult to load.
- Streak provides a free version with limited CRM functionality.
- Professional is $49 per month per user, payable yearly.
- Enterprise is invoiced annually at $129 per user/per month.
NetHunt is a Gmail-integrated CRM. This is not a discussion about Chrome Extensions or sidebars. The traditional Gmail dashboard to the left of your inbox now includes a second tab that has been turned into every CRM feature imaginable. Deals, Companies, Support, Tasks, Contacts, and pipelines are only a few of the features arranged by category.
The CRM is organized around “Records,” which are collections of your emails, tasks, and other files that can be categorized and viewed in a variety of ways. NetHunt is unique in that it is focused on sales, marketing, and support.
Among the sales features are the ability to examine critical client information within each email and the ability to generate leads with a single click from emails, social profiles, and chat chats.
Personalized email campaigns supported by analytics, the ability to land in the proper mailbox (say goodbye to Spam and Junk inboxes), and automated data upgrades depending on email campaign success are just a few of the marketing capabilities.
Support capabilities include the ability to precisely identify, organize, and prioritize “important,” “high,” “medium,” and “low” client requests, as well as automatic support inquiry generation and assignment.
Pros & Cons:
Complete integration means that all CRM functions are immediately available from within the familiar Gmail inbox interface. There is no tab switching or window minimization. Additionally, the CRM has a Zapier connector, which enables you to connect with over 1,000 other preferred app combinations. Additionally, there is a smartphone application.
NetHunt is a straightforward and adaptable platform, which has both advantages and disadvantages. It may not have the most aesthetically pleasant interface, and configuring its adjustable features may take some time. Due to the restricted number of native integrations available, you will need to utilize Zapier to connect to other apps.
- Professional plans start at $24 per user/per month, billed annually.
- Professional Plus costs $28 per user/per month on a yearly basis.
- Enterprise plans start at $48 per user/per month, billed yearly.
- All plans at NetHunt include a 14-day free trial. There is no requirement for a credit card.
The Agile CRM Chrome plugin for Gmail enables a seamless connection between the CRM platform and your Gmail inbox. Two-way contact sync enables you to access contacts from both platforms. Automatic syncs at specific time intervals may be configured. Agile CRM’s contact timeline provides rapid access to a chronological list of every email sent to a contact using the platform’s unique 360-degree contact view. Another bonus is contact campaign membership, which allows you to monitor the campaigns in which your contacts are participating, as well as create new campaigns and delete contacts from current campaigns.
Pros & Cons:
Agile CRM is jam-packed with fantastic automation tools; when paired with their Gmail Chrome extension, the platform becomes extremely beneficial for removing any extra admin minutes (or hours) in your workday.
Agile has a wealth of comprehensive capabilities, but its connectivity with Gmail is limited, and the platform itself is not ready to go straight out of the box’ CRM. Learning will need some work.
- The free version supports up to ten users.
- The starter edition costs $8.99 per month per user (billed every two years)
- The standard edition costs $29.99 per user/per month (billed every two years)
- The enterprise edition is $47.99 per user/month (billed every two years)
HubSpot is a household brand in the CRM sector (on par with Salesforce), so it’s only logical that it offers a Gmail Chrome extension to assist streamline its users’ workflows. The Gmail connection is optimized for email monitoring and sales, with customized email templates, automatic outreach, streamlined meeting scheduling, sales funnel, and mobile access (iPhone and Android). Oh, and it’s also completely free.
Pros & Cons:
HubSpot is a household brand in the CRM field for a reason: it’s a comprehensive package that includes the ability to assign and monitor prospects, manage customer interactions across many channels, and simple-to-use email marketing and inbound marketing tools, among other features.
While the free edition has several capabilities, many of them are limited in scope, which means you may find yourself paying for Marketing, Sales, or Service Hub items as your business grows.
- HubSpot CRM is completely free and supports an infinite number of users.
- Add-on packages for Marketing Hub, Sales Hub, and Service Hub cost $50 per user/per month, payable monthly.
- HubSpot CMS pricing begins at $300 per month, invoiced on a monthly basis.
- Starting at $113 per user/per month, payable monthly, the all-inclusive Starter Growth Suite is available.
Copper is created using Google Material Design, which means that even within the CRM platform, all contact management tasks such as email tracking, call logs, and contact management will look and feel identical to G Suite. Copper’s Chrome extension sidebar provides a rapid summary of all your critical contact information. AI-powered skills are especially beneficial for automating laborious and time-consuming tasks: The program automatically collects emails, phone conversations, events, and other productivity papers, allowing salespeople to focus on the more essential tasks at hand—establishing genuine customer connections.
Pros & Cons:
Copper was one of the first to connect the CRM and Gmail dots beyond sidebar status, and this is no trivial integration—Chrome Copper’s Extension lives in Gmail just like you do. Copper is used by Google and is recommended to its millions of users.
Copper is keen to promote its built-for-Gmail solution, but it’s vital to keep in mind that the CRM is a Chrome plugin and not fully integrated, so some tab moving will be required to access all data. While the CRM advertises its ease of use, be cautioned that there is obviously a learning curve.
- The entry-level package is $19 per user/per month, payable annually (for up to 3 users).
- Professional plans start at $49 per user/monthly, payable yearly.
- Monthly charges for the business plan are $119 per user/per month, payable yearly.
- Copper’s Professional package is available for a 14-day free trial. There is no requirement for a credit card.
This Chrome plugin for Gmail enables you to make the most of Zoho CRM’s straightforward yet powerful platform for small business sales teams. It enables rapid management and addition of leads and contacts to the Zoho CRM system, as well as easy access to lead/contact data for each profile. The ability to sync and track tasks, events, and customer conversations between the CRM and your email further enhance the use of this Chrome extension.
Pros & Cons:
If you’re just getting started and looking for a CRM, two words may come to mind: free and Gmail. With its Chrome plugin and a free CRM service for up to three users, Zoho CRM has you covered.
Many businesses begin with Gmail, and because Zoho CRM is geared toward growing organizations, the inclusion of a Chrome extension makes sense. Although it’s worth noting that all of Zoho’s free and standard plans come with restricted capabilities and that add-on modules are not free—so as your team and feature requirements expand, your monthly charge will increase accordingly.
- A free version for up to three users is available and is aimed at small organizations.
- The standard edition costs $12 per user/per month, payable on a yearly basis.
- The enterprise edition is $35 per user/per month, invoiced on a yearly basis.
This CRM includes a Gmail Chrome plugin that enables you to manage your personal or professional network right from within the familiar Gmail inbox. If you already have all of your contacts in Gmail, FollowUp Personal helps you maximize your connections by providing additional tools like reminders for discussions, projects, or events, as well as enhanced note-taking capabilities. Soon, the platform will include a tool called Relationships Insights that will notify you of your contacts’ “relationship state” based on event invitations or the mood and frequency of your communications.
Pros & Cons:
As a personal CRM, it’s very convenient to operate in a familiar environment. In a professional situation, follow-up notifications are quite beneficial. FollowUp Personal CRM is far from sophisticated; the Chrome extension’s primary purpose is to streamline your workflow and advance your personal or business connections.
If you’re searching for a CRM with more extensive reporting capabilities or more sophisticated techniques for classifying your network, FollowUp Personal may not be the first choice. However, if what you’re looking for is streamlined relationship management, this may be the CRM for you.
- FollowUp has a free edition that includes a limited number of events, reminders, and FollowUps.
- Professional plans start at $19 per user/monthly, payable yearly.
- Executive plans start at $29 per user/monthly, payable yearly.
- Contact the seller for a quotation on Team plans.
Pipedrive’s Gmail Chrome extension is a sidebar application that enables you to schedule sales activities, take notes, and instantly add contacts to Pipedrive from Gmail. After installing the add-on, you may quickly view each contact’s sales history anytime you open an email conversation thread with them. Pipedrive’s Gmail add-on is focused on delivering context throughout the sales process.
Pros & Cons:
While the Pipedrive Gmail Chrome extension is not a full integration, it is quite useful for businesses seeking a top-rated platform with more sophisticated sales tools such as prospect and lead management, pipeline analysis, and deal closure.
The primary disadvantage consumers report is that Pipedrive is priced at the upper end of the market. Customer support is constantly available but frequently responds slowly.
- The Essential plan costs $14.90 per user/per month when paid annually, or $15 per user/per month when billed monthly.
- Advanced is $24.90 per user/per month billed annually, or $29 per user/per month billed monthly.
- Professional plans start at $49.90 per user/per month paid yearly and $59 per user/per month billed monthly.
- The Enterprise plan is priced at $99 per user/per month on a yearly basis.
- The Essential, Advanced, and Professional plans all provide a 14-day free trial.
Capsule integrates with Gmail through an add-on, providing an inbox sidebar for numerous useful functions like preserving discussion threads and client information, linking sales possibilities and cases, and adding follow-up activities. Capsule’s basic platform, adjustable settings, and mobile-friendly design make it extremely accessible, particularly for beginning CRM users.
Pros & Cons:
The capsule is geared toward the culture of startups and small businesses and offers a free package for up to two users. The Professional plan comes pre-integrated with numerous useful tools for developing your business, including Zapier, Zendesk, Twitter, and Mailchimp. Additionally, a dedicated customer care system is a significant benefit.
While the CRM is quite user-friendly for small businesses, the free edition is limited to 250 contacts, so you’ll need to upgrade rather fast if you want to develop beyond that. Users have reported having difficulty categorizing and managing their records.
- Capsule offers a free, basic version for up to two users.
- The professional version is priced at $18 per user/month and invoiced on a monthly basis.
- Teams are priced at $36 per user/per month, payable on a monthly basis.
- Professional and Team subscriptions each provide a 30-day free trial.
Nutshell is a robust customer relationship management system (CRM) that is renowned for its simple and intuitive interface. There is no requirement for an IT department. As a result, its Gmail Chrome plugin is the ideal CRM companion. You may use the extension to save emails to Nutshell, sync Google Calendar activities, create tasks, follow communication timelines, take notes, and check which emails have been shared with peers in Nutshell. A very useful feature (and one that you’d expect from a Gmail CRM) is the ability to share email threads and messages directly from Gmail, without forwarding or bccing them to Nutshell.
Pros & Cons:
It synchronizes and automatically updates your Google and Nutshell contacts and emails, as well as Google events and Nutshell activities. To bolster the sense of simplicity of use, you may log in with your Google credentials via a single sign-in. In a nutshell (sorry, we had to), if you’re used to working with older CRMs and inboxes, this platform will seem natural.
It should be noted that while consumers perceive a lack of automatic connections and customizability as a drawback, Nutshell’s simple-to-use interface and third-party integrations through Zapier may compensate.
- The starter plan is $19 per user/per month on a yearly basis.
- The Pro package is $35 per month per user, payable yearly.
- Nutshell’s Starter and Pro programs both include a 14-day free trial.
Nimble’s Gmail “add-in” (or add-on) is also compatible with G Suite, which means that it integrates seamlessly with all Google apps, including Calendar, Contacts, Docs, and Google Drive. The integrated sidebar makes it simple to manage contacts, deals, and calendar appointments, as well as send trackable templated emails and manage transactions. Nimble’s Contact Record functionality automatically unifies contact and lead information from several channels into a single unified profile. In essence, you’ll be using a more advanced version of Gmail and G Suite.
Pros & Cons:
Nimble is a CRM designed specifically for social media use, so if you’re searching for a Gmail CRM that will help you streamline your operations across social media platforms such as Facebook, LinkedIn, and Twitter, this may be the one.
While creating a contact profile in the CRM does not immediately establish a profile in Google Contacts, you may achieve a two-way mail merge by utilizing a third-party connector.
- The business plan is $19 per month for each user, payable yearly.
- Nimble is now offering a 14-day free trial.
Insightly has a Gmail sidebar that enables salespeople to quickly and easily move contacts and emails from their Gmail inbox or sent folder to the platform. A “stunning” logo button saves contacts and emails to the CRM automatically. With hover note capabilities and task creation options, the sidebar enables users to quickly access CRM data.
Pros & Cons:
While Insightly is geared for enterprise-level sales and relationship management, the company’s ‘free for two users’ option is also available to startups. It is a well-known CRM that supports both desktop and mobile devices. While this does not have a strong Gmail link, Insightly is a sophisticated CRM that includes Kanban sales funnels, custom reports, customizable dashboards, and relationship maps to help you feed your customer relationship fire.
While Insightly advertises themselves as the “#1 Gmail and G Suite CRM,” what they really mean is that they are the #1 CRM with a rather straightforward Gmail connectivity. Between the two platforms, there will still be some major tab switching.
- The plan is free for up to two people.
- Plus is $29 per month for each user, payable yearly.
- Professional is $49 per month per user, payable yearly.
- Enterprise is payable annually at $99 per user/per month.
- For the Plus and Professional programs, a 14-day free trial is provided.
Sales CRM, Salesmate, offers a Chrome plugin that integrates with Gmail’s sidebar to display contacts/companies, timeline activity, and sale chances. You may make notes, examine sales history, and create emails and contacts in the sidebar that will instantly sync with the Salesmate platform. Automation of data input and record sorting contributes to the efficiency of each workday. The two-way sync feature enables you to handle your email in Salesmate as well as in your Gmail inbox.
Pros & Cons:
The Salesmate platform is particularly enticing to new teams due to its simple and easy-to-use layout, as well as its low price point in comparison to other Gmail CRM choices. If you’re searching for a sales-focused Gmail CRM, the Salesmate Gmail sidebar integration is an excellent choice. It provides instant access to extensive information about contacts, deals, and activities—thinks of it as a sales CRM shortcut.
While some customers have reported that the Salesmate Chrome extension causes their inbox to freeze, the majority have praised the two applications’ seamless integration with Gmail.
- The starter plan is $12 per user/per month on a yearly basis.
- The yearly fee for the growth plan is $24 per user/per month.
- Salesmate’s Starter and Growth programs both have a 15-day free trial.
A CRM user’s process is typical as follows: open and read an email, identify an opportunity, assign an action item, follow up, and nurture a customer relationship. Naturally, with a customer relationship management system created for Gmail, the user retains control of their workflow (and sometimes even in a single tab).
Because most interactions begin with an email in Gmail, you might as well get started with your own CRM integration for Gmail.