Let’s be real. crm doesn’t seem so crazy if he lives inside your gmail, right? Familiar and favored for a reason, the gmail crm platform is user friendly on a whole other level.
Currently used by 4 million paying businesses worldwide, Gmail Inbox is already used by most businesses large and small. you probably are too. It’s safe to say that gmail probably isn’t going anywhere anytime soon, so crm companies have latched onto the popularity and started considering “why not bring crm software to the people?”
Google’s focus on design simplicity and user experience appeals to all Internet users. The user benefits of a CRM for Gmail system involve a minimal learning curve and well-designed productivity tools (also known as G Suite and Google Drive) that are intuitive to use. Whether we like to admit it or not, Gmail is where we live. it’s where we communicate, book appointments, host meetings, store contacts, maintain relationships, create opportunities, plan new projects, and set reminders for all the essential action items of life and work.
There is a comforting sense of control when it comes to using a platform like g suite. there’s no need to rely on a project manager, spouse, or assistant to organize your work and personal life. And sometimes comfort is integral to productivity. We’re talking about you sweatpants-wearing college students and free beer worker enthusiasts.
and on top of all that, having crm apps well integrated into your gmail means that the way you interact with the software is more natural (like a separate google crm sheet might be another solution worth considering).
The following crm solutions deliver products to you in the comfort of your gmail inbox.
14 best gmail crms
here is our best crm for gmail picks:
streak (full gmail integration)
features:
streak is one of the only fully integrated gmail crms, which means this bad boy lives right inside your desktop or mobile gmail inbox (and that comes with all gmail integrations too). suite room). the idea behind streak is to provide an organic extension of your existing workflow. While this CRM is more of a lightweight option, the Streak still has all those juicy CRM details like pipeline and lead generation features. the platform includes customizable workflows with easy-to-use search, filter, group, and sort features, plus auto-tracking, data capture, and easy-to-view details of your pipeline along with your emails
pros and cons:
streak built their crm inside gmail to make it accessible to everyone. it is a simple crm that is easy to get started with the basics. the ability to track and move emails through the pipeline is a boon for budding businesses. Raya has a wide selection of industry clients ranging from project management, media, and creative agencies, to customer service, recruiting, real estate, fundraising, and more.
streak is a lightweight crm which means its features are quite primitive compared to other crm options that have gmail plugins. Even though Streak lives entirely in your Gmail inbox, some users find the interface too clunky with slow load times.
price:
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streak offers a free version with basic crm functions.
professional is $49 per user/per month, billed annually.
enterprise is $129 per user/per month, billed annually.
website: racha.com
nethunt (full gmail integration)
features:
nethunt is a fully integrated crm for gmail. we’re not talking about chrome extensions or sidebars here. Gmail’s familiar panel to the left of your inbox comes with a second tab, transformed into all the CRM capabilities you could want. features organized into categories such as deals, companies, support, tasks, contacts, and pipeline.
crm is based on “records”, which are a collection of your emails, tasks, and other files that can be organized into custom groups and views. nethunt is special because it is sales, marketing and support oriented.
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selling features include the ability to view key customer details in each email and the ability to create leads with a single click from emails, social profiles, and chat messages .
Marketing features include personalized email campaigns backed by analytics, the ability to get to the right inbox (say goodbye to spam and junk inboxes), and automatic data updates based on campaign results. email campaign.
Support features include the ability to clearly delineate, organize and prioritize “critical”, “high”, “medium” and “low” customer requests, as well as the automated creation and assignment of support queries.
pros and cons:
full integration means all crm features are easily accessible from the familiar gmail dashboard, right inside your inbox. no tab switching, no window minimization. CRM also offers Zapier integration that allows you to connect with over 1,000 other favorite app combinations. there is also a mobile app.
nethunt is a simple and flexible platform, however this can be both an advantage and a disadvantage. It’s not the most eye-pleasing interface, and its customizable features can take a while to set up. There are currently limited native integrations, you will have to use Zapier to connect to other apps.
price:
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professional plan is $24 per user/per month, paid annually.
professional plus is $28 per user/per month, paid annually.
enterprise is $48 per user/per month, paid annually.
nethunt offers a 14-day free trial for all plans. no credit card required.
more information
agile crm (chrome extension)
features:
agile crm chrome extension for gmail is designed to optimize communication between crm platform and your gmail inbox. Two-way contact sync lets you access contacts from both systems, which can be scheduled to automatically sync at custom time intervals. The platform’s unique 360-degree contact view gives you quick access to a chronological list of all emails ever sent to a contact with Agile CRM’s Contact Timeline. Another benefit includes contact campaign membership, which means you can check the campaigns your contacts are a part of, add new campaigns, and remove contacts from existing campaigns.
pros and cons:
agile crm is packed with great automation features; This, combined with its gmail chrome extension, makes the platform very useful for cutting unnecessary administrative minutes (or hours) out of your workday.
agile offers a lot of strong features, but its integration with gmail is minimal, and the platform itself isn’t exactly an “out of the box” kind of crm. it will take some effort to learn.
price:
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free version available for up to 10 users.
Starter version is $8.99 per user/per month (billed every two years)
regular version is $29.99 per user/per month (billed every two years)
enterprise version is $47.99 per user/per month (billed every two years)
website: agilecrm.com
hubspot crm (gmail sidebar integration)
features:
hubspot is a big name (on par with salesforce) in the crm industry, so it’s only natural that they offer a gmail chrome extension to help streamline their users’ workflow. The Gmail integration is designed to streamline email follow-up and sales with features like customizable email templates, automated outreach, a streamlined meeting scheduler, sales pipeline, and mobile access (iPhone and Android). oh yeah, it’s free too.
pros and cons:
hubspot is a household name in the crm world and for a reason: in addition to the fact that it’s free, it’s also a comprehensive package that includes the ability to assign and track leads, record customer interactions across various channels, easy-to-use email marketing and inbound marketing tools, and much more.
The free version has many features, but many of them are not as robust, which means you may have to pay for marketing, sales, or service center products, especially as your business grows.
price:
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hubspot crm is free and the number of users is unlimited.
marketing hub, sales hub, and service hub add-on packages are $50 each per user/per month, billed monthly.
hubspot cms starts at $300 per month, billed monthly.
all-inclusive initial growth suite starts at $113 per user/per month, billed monthly.
website: hubspot.com
copper (gmail sidebar integration)
features:
copper is built with google’s material design, which means that even within the crm platform, all the contact management tasks you need to do, such as email tracking, call logs, and managing contacts. of contacts, they will look and feel like g suite. The copper chrome extension side bar gives you a quick access overview to all your important contact details. Powerful AI-powered capabilities come in handy for automating tedious, time-consuming tasks: The software automatically logs emails, calls, events, and other productivity documents so reps can focus on the things that matter most: building real relationships with the clients.
pros and cons:
copper is one of the first to connect the crm and gmail dots beyond the sidebar status and this is no minor integration: the copper chrome extension lives in gmail the same way you do. Google itself uses and recommends copper for its millions of users.
copper quickly conveys his product built for gmail, however it is important to note that crm is a chrome extension and is not fully integrated so you will need to switch tabs for a full overview of the data. While CRM boasts of its ease of use, keep in mind that there is definitely still a bit of a learning curve.
price:
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Basic plan is $19 per user/per month, billed annually (for up to 3 users).
professional plan is $49 per user/per month, billed annually.
Business plan is $119 per user/per month, billed annually.
copper offers a 14-day free trial of the professional plan. no credit card required.
website: copper.com
zoho crm (gmail sidebar integration)
features:
This gmail chrome extension helps you make the most of zoho crm’s simple yet effective platform, aimed at small business sales teams. allows you to quickly manage and add leads and contacts to the zoho crm system while providing quick access to lead/contact details for each profile. The ability to sync and record tasks, events, and customer calls between the CRM and your inbox makes this Chrome extension even more useful.
pros and cons:
If you’re just starting out and shopping for a crm, two words might sound appealing to you: free and gmail. zoho crm has you covered with its chrome extension and free crm plan for up to three users.
many businesses are starting to use gmail, and since zoho crm is designed for start-ups, the addition of its chrome extension is very attractive. Although it is good to note that all of Zoho’s standard and free plans are feature limited and their add-on modules will cost you, so as your team and feature needs grow so will your monthly fee.
price:
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A free version is available for up to three users and is aimed at home businesses.
Standard version is $12 per user/per month, billed annually
enterprise version is $35 per user/per month, billed annually.
website: zoho.com/crm
personal crm tracking (gmail sidebar integration)
features:
This crm offers a gmail chrome extension to manage your personal or professional network directly from the familiar scene of your gmail inbox. If all of your contacts are already inside Gmail, Personal Tracking helps you streamline your relationships with advanced features like conversation, task, or event reminders and advanced note-taking capabilities. Soon, the platform will launch a Relationship Insights feature, which will tell you about your “relationship status” with contacts based on event invites or the sentiment and frequency of your messages.
pros and cons:
As a personal crm, it’s especially useful for working in a familiar space. follow-up notifications are extremely useful in a professional environment. personal crm tracking is not too complicated, the chrome extension really exists solely to improve your workflow and progress in your personal or professional relationships.
If you’re looking for a crm with more robust reporting information or advanced methods to categorize your network, tracking staff may not be your first choice. But if simplified relationship management is what you want, this might be the crm for you.
price:
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followup offers a free version with limited events, reminders, and followups.
professional plan is $19 per user/per month, billed annually.
Executive plan is $29 per user/per month, billed annually.
For team plans, contact the provider for a quote.
website: followup.cc/followup-personal-crm
pipedrive (gmail sidebar integration)
features:
pipedrive gmail chrome extension exists as a sidebar app that allows you to schedule sales activities, take notes and quickly add gmail contacts to pipedrive. Once you have installed the plugin, you can instantly see the entire sales history with each contact every time you open an email communication thread with them. the pipedrive plugin for gmail is all about giving you context throughout all stages of the sales process.
pros and cons:
While the pipedrive gmail chrome extension is not a full integration, its sidebar access is very useful for businesses looking for a higher rated platform with stronger sales features such as lead and customer management leads, pipeline overview, closing deals, and all that jazz.
The main drawback that users mention is that pipedrive is at the higher end of the pricing structure. customer service is always on, but often slow due to response times.
price:
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essential plan is $14.90 per user/per month billed annually and $15 billed monthly.
Advanced plan is $24.90 per user/per month billed annually and $29 billed monthly.
professional plan is $49.90 per user/per month billed annually and $59 billed monthly.
business plan is $99 per user/per month, billed annually.
A 14-day free trial is available for the Essential, Advanced and Pro plans.
website: pipedrive.com
capsule crm (gmail sidebar integration)
features:
capsule offers an additional gmail integration that gives you an inbox sidebar that houses several useful features, such as storing conversation threads and customer details, linking leads and cases, and adding follow-up tasks. A simple platform with customizable options and a mobile-friendly interface makes Capsule very accessible, especially for new CRM users.
pros and cons:
capsule is aimed at the startup and small business culture and offers a free plan for up to two users. The Professional plan has several useful integrations to grow your business, such as Zapier, Zendesk, Twitter, and Mailchimp. a dedicated customer support system is another big plus.
While the crm is very new and business friendly, the free version is capped at 250 contacts, so if you’re looking to expand beyond that, you’ll need to upgrade pretty quickly. users have reported issues with categorization and record management.
price:
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the free basic version of capsule is available for up to 2 users.
professional version is priced at $18 per user/per month, billed monthly.
Teams version is priced at $36 per user/per month, billed monthly.
a 30-day free trial is available for professional and team plans.
website: capsulacrm.com
in a nutshell (gmail sidebar integration)
features:
in few words it is a powerful crm known for its simple and intuitive interface. no IT department required. therefore its gmail chrome extension is the perfect crm companion. With the extension, you can save emails in a nutshell, sync google calendar activities, create tasks, track communication schedules, write notes, and see which emails have been shared with teammates in a nutshell. . One particularly useful feature (and one you’d expect from a gmail crm) is the ability to share email threads and messages directly from gmail, without having to forward or blind copy them.
pros and cons:
seamlessly connects your google and fewwords contacts and emails, plus automatically syncs and updates google events with fewwords activities. To seal that feeling of ease of use, you can use single sign-on with Google credentials. Bottom line (sorry we had to), if you’re used to legacy crm and inbox situations, this platform will feel like a breeze.
It should be noted that users mention that the lack of automated integrations and customization capabilities is a bit of a bummer, but depending on your situation, the easy-to-configure interface of few words and third-party integrations via zapier may compensate for that.
price:
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Starter plan is $19 per user/per month, billed annually.
professional plan is $35 per user/per month, billed annually.
nutshell offers a 14-day free trial for its Starter and Pro plans.
website: nutshell.com
agile (gmail sidebar integration)
features:
Nimble’s “plugin” (aka plugin) for gmail is also for g suite which means seamless integration with all google apps like calendar, contacts, docs and google drive. Sidebar integration makes it easy to update contacts, manage deals, sync calendar appointments, send trackable emails with templates, and manage deals. nimble’s contact record feature automatically combines contact and lead information across multiple channels into a single, unified profile. basically it will work with an enhanced version of gmail and g suite.
pros and cons:
nimble is a crm designed for social media usage, so if you are looking for a gmail crm that will help you simplify your operations on social media channels like facebook, linkedin and twitter, this could be the one. .
creating a contact profile in crm will not automatically create a profile in your google contacts, however you can use a third party integration to achieve two-way mail merge.
price:
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business plan is $19 per user/per month, billed annually.
nimble offers a 14-day free trial.
website: nimble.com
insightly (gmail sidebar integration)
features:
Insightly offers a gmail sidebar that allows reps to migrate contacts and emails from their gmail inbox or send folder directly to the platform, with just one click. A “handsome” logo button automatically saves contacts and emails to the crm. The sidebar gives users easy access to crm data with floating note features and task creation options.
pros and cons:
insightly is a crm built more for enterprise sized sales and relationship management; however, the company’s ‘free for 2 users’ option also suits startups. it is a reputable crm with desktop and mobile features. While this isn’t a rock-solid Gmail integration, Insightly is a rock-solid CRM with kanban sales pipelines, custom reports, multiple dashboard options, and relationship maps to fuel the fire of your customer relationship.
although insightly touts itself as the “#1 gmail and g suite crm”, what it really means is that it’s the #1 crm that has a pretty convenient gmail integration. there will still be some significant tab changes between the two platforms.
price:
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Free plan for up to two users.
more is $29 per user/per month, billed annually.
professional costs $49 per user/per month, billed annually.
enterprise is $99 per user/per month, billed annually.
a 14-day free trial is available for the plus and professional plans.
website: insightly.com
seller (gmail sidebar integration)
features:
sales crm, salesmate offers a chrome extension with gmail sidebar integration that allows you to view contacts/companies, timeline activities and deals. In the sidebar, you can add notes, view sales history, and compose emails and contacts that will automatically update on the sales platform. Automated data entry and record sorting help make every work day even more efficient. Two-way sync lets you manage your email in both Salesmate and your Gmail inbox.
pros and cons:
The salesmate platform is especially appealing to teams just starting out as its interface is very simple and easy to use, plus it is very affordable compared to other gmail crm options. If you’re looking for a sales-friendly gmail crm, the salesmate gmail sidebar integration is a great option. offers quick access to detailed information about contacts, deals and activities; Think of the platform as a sales CRM shortcut.
While some users report that the salesmate chrome extension can cause their inbox to freeze, most mention very smooth gmail integration between the two apps.
price:
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Starter plan is $12 per user/per month, billed annually.
growth plan is $24 per user/per month, billed annually.
salesmate offers a free 15-day trial for your starter and growth plans.
website: salesmate.io
get into a gmail crm workflow
A crm user’s workflow looks a lot like this: open and read an email, identify an opportunity, assign an action item, follow up, and nurture a relationship with the customer. With a customer relationship management system built for gmail, the user can keep their workflow natural (and sometimes even in a single tab).
Most of the time it all starts with an email in gmail, so you might as well start with your own crm integration for gmail.
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