In this article, I’ll show you the best CRMs for Gmail – based on my own testing, as well as feedback gathered from around the web.
Let’s get started.
Table of Contents
What Is a Gmail CRM?
A CRM is an all-in-one tool designed to help you organize and better understand your customers.
Many enable you to track prospects, evaluate leads, analyze your sales performance, and even nurture customers directly through the platform.
A Gmail CRM is a CRM platform that works right within the Gmail interface.
Often, the Gmail CRMs also work independently. You can sign up, log in, and work within the CRM as you would normally. That means accessing the CRM on a website, in your standard browser, or pulling it up on a mobile app.
But Gmail CRMs also let you access CRM functionality within Gmail.
Here, different platforms have different features. However, you can usually do the same types of things.
For example, you can pull customer information from your CRM directly into Gmail, helping you craft messages and coordinate sales or customer service efforts.
You may also be able to do the opposite, pulling customer information from an email and automatically loading it into a CRM.
Many platforms also offer capabilities like calendar sharing, task delegation, lead management, and more – all without ever leaving Gmail.
The Best CRMs for Gmail
Ready to see the best CRMs for Gmail?
I know you are. Let’s go!
Streak originally made a name for itself by being a CRM designed for Gmail. It’s a pipeline-focused tool designed to help you move contacts through your sales funnel as you maintain email correspondence with them. You can log emails, jot down notes, and share details with your other team members for the ultimate sales experience.
Are you interested in building better relationships with your customers? Capsule could be the platform for you. It’s a CRM that helps you track and nurture relationships with your best customers. It also sports a comprehensive G Suite addon, which lets you access most features of the platform directly from Gmail.
Salesforce is arguably the most popular CRM in the world, so of course it has a Gmail integration. This takes the form of a Chrome extension, which can help you access all your Salesforce data within Gmail. You can also stay within Gmail as you create new records, add information, or keep track of new tasks.
NetHunt gives you a second tab in your Gmail account, giving you direct access to all the CRM features you want. Manage your contacts, review past conversations, create new tasks, and even schedule events – all in one convenient location.
Similarly named for its speed, Nimble is a CRM platform that prioritizes simplicity. It’s easy to learn and easy to teach, and once integrated with your Gmail account, it will also be easy to use. Draw from your messages, calendar notes, and more to get to know your target customers better.
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6. HubSpot CRM.
HubSpot has a tool for pretty much everything your business needs – including a robust CRM for your sales and marketing process. And guess what? This one is completely free to use. Use the Gmail integration to connect HubSpot directly to your Gmail account; from there, you can send emails to your CRM contacts, track clicks and opens, and even rely on CRM templates in your Gmail account to send better messages.
Why not try Copper? It’s a simple CRM that integrates directly with Gmail – and a bunch of other G Suite products. With it, you can conveniently manage all your leads and prospects within Gmail and use your Gmail inbox to send and track tasks. Plus, there are a ton of automation tools that can help you sell (and communicate) more efficiently.
Once integrated with Gmail, Teamwave can help you create new CRM contacts from Gmail messages, automatically schedule new calendar events, and casually review your communication history with pretty much anyone. It also features auto-syncing so you don’t have to manually update much.
Freshworks is a CRM that offers tools for lead scoring, sales tracking, and communication management. It also has a great AI tool to help you automate and learn more from your sales activities. Integrate it with Gmail to use Freshsales widgets in Gmail and record your Gmail activity in the CRM.
Salesmate is a CRM platform that integrates with Gmail directly. You can use it to keep tabs on your sales goals, manage customer contact information, organize your tasks, and even schedule events and delegate. It’s also got a handy search tool that helps you find just about anything related to your sales efforts.
Arcade CRM is a CRM platform that offers features in task management, event scheduling, customer communication, and of course, the centralization of your sales pipeline management strategy. Use it with Gmail to improve visibility and convenience for your team simultaneously.
Known for its ease of use and overall efficiency, Pipedrive is a popular CRM option. You can use it to manage your contacts, analyze your sales efforts, track your progress on deals, and even automate some of your most common (and most repetitive) tasks. Best of all, you can handle all of these things within Gmail, making your life significantly easier.
Nutshell bills itself as “the CRM that just works.” And indeed it does. You can use it to choose the right sales model for your business, then use that as a framework for your entire pipeline management strategy. You’ll get most of the features you’d expect from a CRM, and of course, a great Gmail integration so you can access these features from the comfort of Gmail.
The Advantages of Using a Gmail CRM
Why would you want to choose a CRM that works within Gmail?
For starters, you’ll get all the benefits of a traditional CRM –
PLUS the following:
- Familiarity. You know it. You love it. It’s the dominant name in the email world for a reason. It’s Gmail, and it’s ridiculously easy to learn. With a Gmail CRM, you can do all your most important CRM-related tasks without ever leaving Gmail itself.
- Convenience. Okay, I’m hard-pressed to argue that tapping a button to open a different app is hard work… but at the same time, switching between apps can be a pain. Converting messages into tasks and calling up customer information all in the same platform is remarkably convenient. And seriously, in the long-term, it can save you hours of time.
- Minimal training. Teaching people how to use a CRM from scratch is… not exactly fun. Especially if those people are reluctant to learn new platforms. But if they’re already familiar with Gmail and your CRM integrates directly with Gmail – you have the perfect recipe for success.
Gmail is amazing, isn’t it?
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Jayson is a long-time columnist for Forbes, Entrepreneur, BusinessInsider, Inc.com, and various other major media publications, where he has authored over 1,000 articles since 2012, covering technology, marketing, and entrepreneurship. He keynoted the 2013 MarketingProfs University, and won the “Entrepreneur Blogger of the Year” award in 2015 from the Oxford Center for Entrepreneurs. In 2010, he founded a marketing agency that appeared on the Inc. 5000 before selling it in January of 2019, and he is now the CEO of EmailAnalytics.