Gmail is a popular email service that provides an easy way to manage your inbox and schedule emails. But, it’s not the most user-friendly CRM tool because its interface isn’t intuitive and difficult to navigate once you have more than 50 contacts in your account. Gmail users need something better and more accessible for marketing automation, social media management, customer relationship management (CRM), or lead nurturing campaigns. Here are four CRMs that do the job well on desktop computers and mobile devices, so there’s no excuse not to try one out today! Copper CRM is a CRM that is designed to integrate with Gmail. It allows users to send emails, track contacts, and manage projects in one place. Customers are the most precious and crucial asset for most firms. As a result, obtaining the correct Customer Relationship Management software is critical to your company’s success. If you think this tool will be another app to add to your list of business tools, think again. Some CRM software connects straight to your Gmail account. This entails integrating sophisticated CRM capabilities into your preferred email client. You won’t have to spend time learning new software, and you’ll be able to maintain your client connections in the exact location you interact with them. Stay with us if this sounds ideal to you! We spent hours researching and testing the finest CRM software for Gmail available, and we’ll tell you everything about it today.
The Best CRM for Gmail: The Top 6
- Streak is the best tool for keeping track of sales funnels.
- HubSpot is the best free Gmail CRM tool available.
- NetHunt is the best option for the majority of people.
- Copper is the best material for automation.
- The best for contact management is Agile CRM.
- Insightly is the best tool for managing connections at the corporate level.
Below, we’ll take a deeper look at each software’s features, advantages, and cost. This article will help you select the best CRM for Gmail for your company. If you’re searching for CRM software that doesn’t explicitly interact with Gmail, have a look at our selection of the top 8 CRM software options for 2021.
1. Streak is the best tool for tracking sales pipelines.
- Gmail is fully integrated.
- Pipelines that can be customized
- There is a solopreneur plan available.
- Adaptable to mobile devices
Streak is one of the few Gmail CRM choices fully integrated with Gmail, which means it can be accessed right from your inbox. It also includes all of the Google Workspace connectors. Streak is a more lightweight CRM solution, but don’t let that put you off. Streak packs a punch with loads of tasty CRM elements like pipeline and leads creation features. It has one of the most critical pipeline tools on the market. You’ll be able to keep your channel going at all times by creating and designing a flawless procedure for your team to follow–no matter what the situation is!
Furthermore, Streak will collect data from your contacts and emails and put it into your pipeline automatically. You can set up alerts to remind you of tasks as they advance through the channel, so you don’t forget about them.
The following are some of the various things that Streak has to offer:
- Manage multiple activities, including sales, project management, customer service, and recruiting.
- It’s simple to operate and requires hardly little training.
- Mobile devices are supported.
- Tracking, mail merge, and send later capabilities are just a few of the email power tools available.
- Scalability is simple for expanding enterprises.
Streak provides a variety of price options with the option of monthly or yearly paying.
You can even get started with Streak for free on an entire plan!
- Free – a one-time payment of $0 every month for an indefinite amount of time
- $15 per month for a single person (single users only)
- Pro – $49 per month per user
- Enterprise – $129 per month for each user
2. HubSpot is the best free Gmail CRM tool available.
- Implementation is simple.
- Effective contact management
- Real-time email logging and tracking
- iPhone/Android compatibility
HubSpot is a well-known CRM brand, so it’s only logical that they’d make the best Gmail CRM software list. In addition, HubSpot provides comprehensive CRM solutions for free to all sorts of enterprises. However, it’s worth noting that, although the free version contains many features, they may not be as comprehensive as you’ll need as your business grows. Fortunately, HubSpot also provides fantastic premium options to help you scale your business.
The free Gmail CRM tool from HubSpot is available as a Chrome plugin. It assists its users in streamlining their workflow by improving email monitoring and sales with features such as:
- Email templates that can be customized
- Automated outreach
- Meeting planner that is simple to use
- Pipeline for sales
- Both iPhone and Android users have mobile access.
All under one roof, you’ll be able to log emails with a single click and monitor email openings and clicks in real-time. The benefit of using HubSpot Gmail CRM is that you’ll have access to one of the most comprehensive CRM software solutions available when your company expands.
You can use HubSpot for free right now. If you wish to start with one of the company’s feature-rich plans, go here. The following are the price tiers:
- Basic – $6 per month per user
- Business – $12 per month per user
3. NetHunt – The Best for Everyone
- Pipeline management based on algorithms
- Sequencing of personalized emails
- Data collection that is automated
- Contact information is organized in a detailed manner.
When it comes to advising which software product is ideal for what, we at Quick Sprout like not to be ambiguous, in the case of NetHunt, though, it is acceptable for almost everyone.
NetHunt’s feature-rich CRM software, which integrates right into your Gmail inbox, is ready to help you whether you’re a freelancer, a small team, or a huge corporation.
It’s all about automation with NetHunt. You can automate your whole CRM process with tailored email sequencing, from gathering incoming leads to nurturing them into a sale. You may also say goodbye to data input. NetHunt will collect customer information from various sources, including online forms, inbound emails, LinkedIn, and Facebook. The sales funnel may even be automated. NetHunt employs sophisticated algorithms to send leads along the pipeline based on their activities, such as responding to emails.
NetHunt also has the following features:
- Customer data is organized in detail, tied to chats, events, and tasks.
- The flexibility to build several pipelines for your goods and services.
- A simple drag-and-drop method for manually progressing cards through sales funnels. Customer requests are prioritized from important to low priority.
- With all features connected immediately within your Gmail inbox, there’s no need to move tabs or minimize windows.
NetHunt is routinely positioned as a top competitor in the Gmail CRM software industry and one of the most cost-effective. The following are the NetHunter price plans:
- Basic – $24 per month per user
- Business – $48 per month per user
- Advanced – $96 per month per user
4. Copper is the best material for automation.
- Automation from beginning to conclusion
- Task management powered by artificial intelligence
- Creating custom reports
- It costs $25 per month to get started.
When Google recommends a piece of software, you know it’s probably one of the finest on the market. Copper is an excellent example of this. Copper is created using Google Material Design, making it one of the first CRM software to combine CRM and Gmail beyond sidebar status. As a result, email tracking, phone logs, and contact management all look and feel like Google Workspace inside the CRM platform.
Copper aims to provide you with more time by using sophisticated AI-driven capabilities. While you concentrate on creating customer connections, it handles time-consuming and tiresome chores like logging emails, conversations, and events. Copper’s email automation tools are very appealing to us. You may use customized templates to automate follow-up emails and establish automated reminders for when to contact a prospect or buyer physically.
Copper also provides the following advantages:
- Organize all of your contacts in one spot.
- Set up your sales funnel in a manner that makes sense to you.
- Create bespoke reports to keep track of your company’s success.
- Then, after the contract is made, manage the projects.
If you want to try Copper for 14 days without committing to anything, you may do so with a 14-day free trial. Copper provides three price levels after your trial period is ended:
- Basic – $25 per month per user (3-seat limit)
- Professional – $59 per month for each user
- $119 per month per user for businesses
5. Agile CRM – The Best Contact Management Software
- 360-degree view of the contact
- Automatically sync contacts
- The first ten users are free.
- Monthly plans for less than $50 per user
Agile CRM is the CRM software for you seeking a simple and basic contact management system. The Agile CRM Chrome addon for Gmail will let you communicate more efficiently between your CRM platform and your Gmail inbox. This means you’ll have to navigate between tabs to obtain a comprehensive picture of your data. However, you won’t have to input data twice, thanks to its two-way contact sync, enabling you to access contacts from both platforms.
Agile CRM also has a 360-degree contact view, a unique contact management function. This tool enables you to create a thorough profile for each contact, including contact information, communication history, social media accounts, hobbies, points of interaction, and more. Furthermore, all of this information is accessible from a single contact page.
If this doesn’t provide you with all you need to woo the prospect and maintain the connection, we don’t know what will.
You’ll be able to do things like:
- Keep track of your email campaigns.
- Contacts may be added or removed from current campaigns.
- Create performance reports for your emails.
- Send customized SMS and include mobile messaging into your marketing initiatives.
- With a simple drag-and-drop designer, you can automate your process.
Agile CRM’s free subscription will suffice if you need the minimal essentials. Alternatively, its paid pricing plans are as follows, depending on a two-year contract:
- Starter – $8.99 per month for each user
- Regular – $29.99 per month for each user
- Enterprise – $47.99 per month for each user
6. Insightly — Best for Managing Relationships at the Enterprise Level
- Responsibilities include sales, marketing, and project management.
- Relationship mapping in extraordinary detail
- Free for up to two users
- Views of the Kanban pipeline
Insightly is designed for large-scale sales and customer relationship management. Insightly isn’t quite like the other tools we’ve looked at thus far. It focuses not just on sales and marketing but also provides project management software. It’s a CRM and project management powerhouse in a nutshell. With Insightly, creating and sustaining complex and large-scale interactions is simple. Its connection map feature lets you build a complex network of interactions between the client, the company, and other partners. You can rapidly discover who knows who and develop a clear picture of an organization’s structure and networks by looking at it at a glance.
While Insightly’s Gmail connection isn’t perfect, it does provide essential CRM features like a Kanban sales funnel and relationship maps to help you nurture your customer relationships. There will be a lot of tab jumping between the two platforms, but we believe it’ll be worth it for the feature-rich software you’ll get in return.
Although Insightly is oriented at large businesses, the free option for two users positions it well to serve freelancers and startups. The following are examples of paid pricing plans:
- Plus, each user pays $29 each month.
- Professional – $49 per month for each user
- Enterprise – $99 per month, per user
Why not take a free trial of one of Insightly’s subscription plans today?
How to Choose the Most Appropriate Gmail CRM?
How can you differentiate what’s good from what’s not when there’s so much to select from? How can you know which CRM software is best for you? Of course, when it comes to narrowing down the top options on our list, we have a system to follow. Smooth integration with Gmail is our main priority. Then, depending on the size and breadth of your company, you may want to think about whether your current software can be integrated with your CRM software. Apart from ensuring that the program meets other conventional criteria like pricing and convenience of use, there are a few things to consider if you want to go beyond the possibilities listed above.
Email Management in Bulk
It’s one thing to be able to save and send email templates, but sending tailored bulk emails to your whole contact list at once is a game-changer for enterprises with an extensive contact list. Rather than manually addressing and sending the same email to hundreds or thousands of contacts, your CRM solution should take care of it. If your Gmail CRM application could automatically tag and classify emails as they arrive in your inbox, that would be ideal. This will allow you to prioritize the hot leads and nurture those who need more attention. This condition may not be as significant to you as others if you operate a tiny firm with just a few connections. Even if it’s a component of a higher-priced plan of your chosen software provider, it’s still a nice feature to bear in mind while looking for the perfect CRM solution. This way, if your contact list grows beyond your means, you’ll have the opportunity to upgrade to this function.
Scheduling & Automation
Bulk email management and automation and scheduling are practically synonymous. In a word, you want to remove as much work from your plate as possible and place it in the software’s hands. Therefore, your Gmail CRM software should have enough automation to keep your sales funnel free of blockages. This automation might be related to email leads or answers or other business operations like pipeline monitoring and billing. Similarly, scheduling is an excellent function to look for in your CRM software. This is especially crucial for firms that operate across many time zones worldwide. However, having the capacity to compose emails and schedule them for when your prospects are most engaged can provide several benefits to your company.
Collaboration in a Group
Customer connections need openness and teamwork, whether you have a two-person team or a 20-person team. Nothing is more aggravating to a prospect than repeating talks with various personnel many times. This demonstrates a lack of communication and cooperation among the team members with whom you may be working. As a result, you should seriously consider introducing a Gmail CRM that will not only help you manage and automate your whole email process but will also foster seamless team communication. The ability to tag colleagues in assignments or changes, share standard files or templates, exchange appointment dates, and share comments on customer contact information are just a few of the crucial features to look for. Unfortunately, these collaboration capabilities aren’t available in all Gmail CRM software alternatives. Although it might be advantageous for a small team, if a plan with these capabilities requires you to spend more than you can afford, it may be a deal-breaker for you. Instead, seek higher-tier programs that offer collaborative tools, so you know you’ll be able to expand into them as your company grows.
Conclusion
What is the best Gmail CRM? What you’re searching for, of course! If cost is your top goal, you can’t go wrong with HubSpot, a CRM powerhouse. On the other hand, tools like NetHunt or Streak are excellent solutions if you’re searching for software that will blend with your email as if it’s been there forever. After all, the finest software for me isn’t always the best for you. So sign up for as many free trials as you can while keeping our requirements in mind. Testing is an excellent approach to narrowing down your most essential software needs.
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