Learn what features you can expect and the benefits of each Gmail CRM
If you use Gmail (whether it’s a personal Gmail or a professional email via Google Workspace ), you’re in luck. It allows for the best and most stable integrations with your CRM (if you don’t believe me, ask our tech team .
However, with so many CRM options there, it can be difficult philippines whatsapp number data to know what to expect from such an integrated Gmail-CRM setup, so I’ll tackle that first and give you a list of the essential features to look for.
Next, I’ll use that same feature list along with reviews from G2 and Google Marketplace to compare 7 different CRMs Gmail CRM Ranking Gmail CRM Rankingthat integrate directly with Gmail.
Here we go!
Key Features of Gmail CRM
Here are 10 essential features you can expect from a CRM that is well integrated with Gmail:
- Update and use your a retrospective on consumer behavior in 2022 and forecasts for 2023 CRM from your Gmail inbox.
- Live sync your Gmail emails and Google Calendar meetings with the CRM.
- Automatically create contacts for people Key Features you email or meet
- Automatically enrich your contact database by synchronizing your contacts’ electronic signatures.
- Send automated, personalized email sequences from your Gmail inbox.
- Use email templates (shared or private) when sending emails from Gmail
- See who your colleagues know and how well, with “relationship strength scores” based on their email traffic.
- Check if people are Key Features rich data opening your emails and clicking on links in your emails sent from Gmail.
- See if people who clicked on email links also visited your website, which pages, and for how long.
- Being reminded of emails you didn’t respond to or customer conversations that went silent.
That’s a lot of useful stuff to better track your leads and increase your productivity I’ll detail below what features come with each CRM.
Gmail CRM Ranking: Our Methodology
If you’re looking for a CRM that integrates well with your Gmail environment, all of the above features can significantly improve your productivity. To compile this ranking, I reviewed a list of about 800 possible CRMs to make a shortlist. I then Key Features directly tested each of the 7 selected CRMs for Gmail and looked at which of them offered which features, which I’ve detailed below.
It’s important to keep the bigger picture in mind when comparing CRMs, though, because you need to make sure your team will actually use it. Getting a CRM that no one uses is pretty useless.