Having CRMs that integrate with Gmail is a game-changer in customer relationship management. This integration offers a streamlined approach to handling emails, contacts, tasks, and customer data, making your CRM more powerful and efficient.
A robust CRM system helps businesses maintain and foster valuable customer relationships, track interactions, and optimize sales and marketing efforts. However, the key to harnessing its full potential lies in integrating your CRM with your inbox. Here we highlight the 10 best CRM platforms to integrate with Gmail.
What is CRM software and why use it?
CRM stands for Customer Relationship Management and represents any type of communication you have with customers and leads. However, when we talk about CRM, we are usually referring to the software that businesses use to improve their relationships with their customers.
CRM software is any technological system that is useful for managing your organization’s interactions with current and potential customers. The main reason teams use this type of solution is to automate their processes and improve profitability.
This tool allows you to store prospect contact information, identify sales opportunities and even manage marketing campaigns.
Best CRMs to integrate with Gmail
We’ve selected the best CRMs for Gmail that work with or within Gmail. We’ve divided them into three categories so you can choose the one that best suits your needs.
1. Drag
Drag is a shared mailbox that works as a CRM tool for Gmail that helps teams manage their workflows.
It is a horizontal tool, meaning it can be used for multiple workflows such as CRM, help desk, project and task management. You can have all of these in one place.
Drag plans start from just $8 per user/month.
Key Features
- Shared mailboxes
- Assigning emails
- Shared Drafts
- Email Templates
- File upload
- Integrations with Google Groups and Google Calendar
- Mobile applications
2. Streak
Streak CRM is another tool that works within Gmail. It allows you to create simple workflows and track sales opportunities.
This tool is fully customizable, allowing you to control data according to your needs. Plus, you can share contacts, emails, and files with your team.
Streak pricing starts at $49/month.
Key Features
- Private flows
- Mail Merge
- Tracking emails and fragments
- Business Development
- Hiring tracking
- Fundraising Manager
3. Bitrix24
Bitrix24 is a complete platform for businesses that need to manage daily tasks, projects, and CRM. It also offers additional features such as a contact center and website creation.
Unlike the previous two tools, it doesn’t work inside Gmail, but instead has an integration that syncs your emails with the platform. Bitrix’s free plan offers unlimited users and 5GB of storage. Paid plans start at $49/month for 5 users.
Key Features
- Sales Manager
- Contact Center
- Email marketing
- Call Center
- Custom fields
- Quotes and invoices
- Mobile CRM for iOS and Android
- AI in sales communication
4. Agile CRM
Agile CRM is a cloud-based service for desktop and mobile, focused on sales automation. Its integration with Gmail allows full access to CRM tools from your inbox.
Agile lets you put your appointment calendar online and automate everything in your sales pipeline. Agile is free for up to 10 users, and paid plans cost $8.99/month with more users and advanced features.
Key Features
- 50,000 contacts and companies
- Custom data fields
- Lead qualification
- Unlimited business, tasks and documents
- Appointment Scheduling
- Customized business milestones
- Mail tracking
5. HubSpot Gmail CRM
HubSpot offers a free CRM software that integrates with Gmail. With a single click, you can log emails sent from your inbox into HubSpot CRM. It provides a visual dashboard that offers a clear view of your sales pipeline.
You can also generate reports on sales activity, productivity, and individual performance to understand how your team is handling their work. HubSpot CRM is completely free, with unlimited users and data, and up to 1,000,000 contacts.
Plus, you can complement it with HubSpot sales, marketing, and operations hubs from $20/service/month.
Key Features
- Reporting Dashboard
- Company information
- Business tracking
- Workflow Management
- Email tracking and notifications
- Prospect tracking
- Scheduling meetings
- Live Chat
6. Aritic PinPoint
Aritic PinPoint is a complete marketing automation software for small and medium-sized business teams.
It helps you build relationships with leads, automate marketing campaigns, and convert prospects into customers with ease. The paid version starts at $19/month.
Key Features
- Landing Page Builder
- SEO Tracking
- Keyword Tracking
- Lead qualification
- Lead nurturing
- Automation of email campaigns
- Push Notification Campaigns
- Marketing Campaign Builder
- Contact segmentation
7. Jobin.cloud
Jobin.cloud is a complete platform to import, manage, filter and qualify your email contacts and LinkedIn connections.
Plus, it offers personalized email marketing, expanding your reach from these platforms to develop a long-lasting customer base.
The free version is ideal for entrepreneurs and small teams, and paid plans start at €7.99/month.
Key Features
- Multichannel sequencing
- Geographic search
- Search for emails
- Hiring flows
- Profile enrichment
- Data Health Checks
8. Capsule
Capsule is a free online CRM for Gmail as an add-on to Google Workspace. It allows you to capture customer information, access current contact data, add tasks, and more directly from your Gmail account.
Paid plans start at $18 per user/month.
Key Features
- Custom fields
- Sales opportunities
- Calendar
- Task management
- Kanban Visual Flow
- Information
- Email Integration
9. Zoho CRM
Zoho CRM is a Chrome extension for Gmail that displays a complete customer profile on opening an email. You can log details like leads or contacts with just a click.
It is also possible to see if an email has attachments such as tasks, previous call details, or Zoho CRM notes. It is free for 3 users, with limited features. Premium plans start at $12/user/month.
Key Features
- Automation of leads, contacts, accounts and deals
- Tasks, events, call logs and notes
- CRM Views
- Customizing pages
- Workflow Rules
- Advanced filters
- Standard Reports
- 10 email templates
- 10 MB storage
10. Revamp CRM
Revamp CRM is a free Gmail add-on that allows teams to access sales tools directly from their inbox.
You can add a contact, note, task or deal with just one click. It also offers a quick summary of won, lost and potential deals.
The free version is available for up to 2 users and 250 clients. Paid plans start at $9 per user/month.
Key Features
- Customer Profile Tracking
- Sales Rep Tracking
- In-depth analysis
- Customer segmentation
- Integrating emails with contacts, deals and tasks
- Task management
- Lead capture and qualification
- Mobile application
Choosing the best CRMs to integrate with Gmail is never an easy task, right? With so many CRM options for Gmail, your analysis must be thorough to make the right choice that will lead your team to success in managing prospects and customers.
