what is best crm program to integrate with gmail?

CRM can be complicated at first. Exchanging emails with customers, and placing all the data about them, and potential deals in a second tool takes fourth dimension and try. Thus, integration with your electronic mail provider is more essential.

With half-dozen meg businesses, G Suite consolidates itself as ane of the virtually used business organisation platforms on the market. Then just imagine how many of these businesses are using Gmail correct at this moment. Another important fact is that a research found out that 53% of respondents are looking for a CRM that is unproblematic to use, while 35% adopt a free i.

So what if you lot can become a free and unproblematic CRM solution that allows y'all to work from Gmail? Well, this is entirely possible, and in this article, you are going to detect eight options that fill up these requirements.

What is CRM software, and why use it?

CRM is short for Customer Human relationship Direction, and it represents every kind of advice you lot have with clients and leads. Simply when we talk most CRM, people unremarkably remember of the software companies utilize to improve their human relationship with their customers.

A CRM software is any technological organisation useful to manage your organization'southward interactions with customers, and as well the potential ones. The master reason why teams use this kind of solution is to automate their processes and ameliorate profitability.

This kind of tool makes it possible to store prospect'southward contact data, identify sales opportunities, or even manage marketing campaigns.

The superlative 8 gratuitous CRM tools in Gmail

Nosotros have narrowed downwards our list of the best free CRM tools that piece of work with or inside Gmail. They are divided into 3 categories, and so you lot can choose the 1 that all-time suits what yous are looking for.

The software that works in Gmail is not very common, and so it is not that easy to find free options. At the aforementioned time, the popular choices are the solutions that accept integrations with One thousand Suite's email provider. And last only not least, some simple extensions and add-ons offer CRM features and perform some actions in your inbox.

Nearly of these CRM gratis versions are more suitable for individuals, freelancers, and small teams and businesses. But some of them offering unlimited users, which will fit larger groups.

Click on the tool to see further details, or just keep scrolling down to check each one of them.

Software that works inside Gmail:

• DragApp
• Streak

Software that integrates with Gmail:

• Bitrix24
• Active CRM
• Hubspot CRM
• Aritic Pinpoint

Chrome extensions or add-ons:

• Sheathing
• Zoho CRM
• Revamp CRM

1. DragApp

Drag is a software that helps teams to manage their pipelines inside Gmail. Actually, it is a horizontal tool, which means that it can exist used for multiple purposes, such equally CRM, Help desk, Project Management, and Job Management. You lot can take all that in merely one place.

Since most deals get-go and end as emails, Elevate makes you finish switching between Gmail and a Sales CRM. Moreover, you tin can share group emails —such as sales@company.com— and collaborate with your team in real-time.

Its Kanban view allows yous to track your leads and pipelines visually, making it easier to organize your squad'due south workflow. Additionally, you can add notes to your emails so that you tin give more information nigh a client or a negotiation. And it'southward possible to add together specific tasks with checklists and due dates, and likewise conversation with your team inside the card. And don't forget to apply labels, and so everyone in the organization can know essential data nearly a lead/customer.

Elevate is forever free, offering an unlimited number of seats, and cadre features to run your workflow and manage your leads. For more advanced features, you can buy the Pro plan that costs $eight per user/month.

Key features

• Shared inboxes
• Ten boards
• 100 cards per lath/calendar month
• Integrations with Google Groups and Google Calendar
• Limited workflow
• Unlimited collaboration (delegation, reply as an allonym, internal team conversation, standoff detection, and more than.)
• Unlimited productivity (checklists, tags, sort & filter, notes, color coding)

Reviews

Capterra:  4.5 stars

G2: 4.4 stars

2. Streak

Streak CRM is another tool that works inside Gmail. It allows you to build unproblematic pipelines and rail your sales opportunities. This tool is fully personalizable, so you can command your data as you see fit. Besides, it's possible to share contacts, email, files, and you need your squad.

With Streak'southward add-on, it'southward possible to check the company data, related deals, contact information, and details of a contract. You tin rapidly edit all of information technology in Gmail. Yous tin too save canned responses that y'all can reuse later. Plus, information technology offers mobile access for both Android and iOS.

Streak offers all the core CRM features on its free plans, with a express number of "boxes" and email merges3ed. For more advanced features, you lot tin purchase a plan with prices starting at $15 per user per month.

Key features

• Individual Pipelines
• Mail service merge
• E-mail tracking & Snippets
• One thousand Suite integrations
• Mobile access
• Custom columns & fields
• File attachments

Reviews

Capterra: 4.5 stars

G2 : 4.5 stars

3. Bitrix24

Bitrix24 is a complete platform for businesses that need to manage daily tasks, projects, and CRM. Moreover, information technology offers extra features, such as a contact center and a website building. Different from the two previous tools, it doesn't work inside Gmail, it merely has an integration that synchronizes your emails with the platform.

Its gratis CRM system provides all the tools necessary for your sales team to manage pipelines:  sales funnel, sales reports, 360-caste customer view, back up for echo sales, and sales automation. Bitrix likewise provides customer support via email, phone, live chat, social networks, and other bulletin tools.

Bitrix'southward free plan offers an unlimited number of users and 5GB of storage. To upgrade for a paid plan, the prices start at $15.36/month.

Cardinal features

• Unlimited records
• 5GB online storage
• Electronic mail marketing
• Call heart
• Custom fields
• Quotes & invoices
• Mobile CRM iOS and Android
• Gratuitous integrations (RestAPI)

Reviews

G2:4.0 stars

Capterra:4.5 stars

four. Agile CRM

Active CRM is a cloud-based service for both desktop and mobile, focused on sales automation. Its Sales CRM offers integration with Gmail that allows you to access the CRM tools from within your inbox entirely.

Information technology lets you place your engagement calendar online and automate everything in your sales pipeline. Moreover, y'all can have access to consummate contact views, deal tracks, lead scoring, real-fourth dimension alerts, and thorough analytics. In other words, everything yous demand to know virtually the lead's journey is available on Agile.

Agile is gratis for up to x users, and its paid plans price from $eight.99 per month, with more than users and avant-garde resources.

Cardinal features

• 50,000 Contacts & Companies
• Custom Data Fields
• Atomic number 82 Scoring
• Unlimited Deals, Tasks & Documents
• Engagement Scheduling
• Custom Deal Milestones
• Email Tracking

Reviews

Capterra: 4.2 stars

G2:4.1 stars

five. Hubspot CRM

Hubspot offers a complimentary CRM software that integrates with Gmail. With just a click button, y'all can log emails sent from your inbox in Hubspot CRM.

It offers a visual dashboard that provides a articulate view of your sales pipeline. Furthermore, you can generate reports on sales action, productivity, and individual functioning, so you lot can understand how your team is leading work.

Y'all also have core CRM features such as electronic mail tracking, templates, meeting scheduling, and sales sequences.

Hubspot CRM is forever free, with unlimited users, data, and up to ane,000,000 contacts. Everything with no expiration date.

Key features

• Reporting dashboard
• Visitor insights
• Bargain tracking
• Pipeline management
• Email tracking & notifications
• Prospect tracking
• Meeting scheduling
• Live chat

Reviews

Capterra: iv.5 stars

G2: iv.3 stars

Aritic Pinpoint Aritic PinPoint is a full-stack marketing automation software platform for the marketing operations team at modest and medium businesses. It helps you to build relationships with leads, automate marketing campaigns and convert leads to paying customers hands.

Aritic PinPoint integrates with CMS, like WordPress, Drupal, has bi-directional native CRM integration with Salesforce, SugarCRM, Dynamic CRM, Zoho CRM, and social media platform integration with, Facebook, Twitter, LinkedIn, Google Plus, Foursquare, Instagram.

Aritic PinPoint is perfect for a marketing team to get going from solar day ane. Information technology is user friendly and is easy to empathise in seconds

Primal Features

• Landing page builder
• SEO tracking
• Keywords tracking
• Atomic number 82 scoring
• Lead nurturing
• E-mail entrada automation
• Push button notification campaigns
• Marketing campaign builder
• A/B testing

Reviews

Capterra:  four.five stars

G2:  iv.ix stars

6. Sheathing

Capsule is an online gratuitous CRM tool that integrates with Gmail with a G Suite improver. It lets its users capture customer information, and later run into current contact information, add together tasks, and more inside your Gmail business relationship. You volition be able to access contact records, message history, tasks, and sales opportunities from within your Gmail.

Also the add together-on, you lot can too accept the free version for up ii users, 250 contacts, and 10MB of storage per account. Prices for paid plans get-go at $18 user/calendar month.

Key features

• Custom Fields
• Sales Opportunities
• Calendar
• Job Management
• Kanban Visual Pipeline
• Reportings
• Email integration

Reviews

Capterra: four.5 stars

G2: 4.2 stars

vii. Zoho CRM

Zoho CRM is a Chrome extension for Gmail that shows you a consummate customer profile immediately upon opening an email from the customer. To start using it, yous just demand to open up an email, and so you can cull to push details on them as leads or contacts. It'due south also possible to see whether an email has attached data similar tasks, previous telephone call details, or notes from Zoho CRM.

This extension also offers a uncomplicated and like shooting fish in a barrel interface to assist yous see all the information when you need information technology.

Zoho CRM is complimentary for 3 users, with limited features. If you want to unlock more than seats and advanced functionalities, prices start at $12 per user/month.

Key Features

• Automation of Leads, Contacts, Accounts, Deals
• Tasks, events, call log, and notes
• CRM views
• Folio customization
• Workflow Rules
• Advanced filters
• Standard reports
• 10 email templates
• 10 MB storage

Reviews

Capterra: four.2 stars

G2:3.9 stars

8. Revamp CRM

Revamp CRM is a Gmail add-on that helps teams to go admission to your CRM from within your inbox. Yous can simply add a new contact, notes, tasks, or deals with one click. It also provides a feature that shows a quick deals summary of won, lost, and potential sales.

The complimentary version of Revamp is available for upwardly to two users and 250 customers, which is the best fit for small teams or solo users. If you have more people in your system, you should acquire a paid plan, with prices that start at $xix per user/month.

Fundamental Features

• Rails Customers Profiles
• Track Sales reps
• In-depth Analytics
• Client Segmentation
• Electronic mail integration with your contacts, deals, and tasks
• Task management
• Lead Capture & Scoring
• Mobile app

Reviews

Capterra: 3.9 stars

G2: 4.three stars

Wrapping upward

Choosing software is never an easy task, right? With then many options of CRM tools, your assay needs to be thorough, and then y'all brand the right choice that will lead your squad to consummate success in managing prospects and customers.

Remember to have the current scenario of your concern in mind, listing your team's needs and expectations. Then make a list of essential CRM features the ideal tool needs to have so you can improve your workflow. Also, pick an option that is like shooting fish in a barrel to use so that the onboarding procedure can be as smooth as possible.

In instance you demand to buy a CRM software programme, it'due south worth doing the free trial to make sure it will exist an excellent fit for your team. And brand certain all of the users understand how to employ the new CRM. If you desire to learn more than essential tips earlier purchasing any software, we highly recommend y'all to read this article:

8 FLAWLESS TIPS TO FOLLOW BEFORE Buying Whatever SOFTWARE

Overall, nosotros hope that you tin can observe your ideal complimentary CRM tool for Gmail and so that you tin go on your communication with customers e'er aligned and centralized in your e-mail inbox.

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Source: https://www.dragapp.com/blog/free-crm-gmail/

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