So you want answers, and you want em' fast. Here they are:
Quick links for the Best CRM Software
1) Best Overall 🏆
Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.
2) Good Plugins🥈
Hubspot is the undisputed king of full-stack marketing software. With solid CRM features.
3) Most Features 🥉
A sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.
So, you are in the market for a CRM with Gmail integration.
Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you.
If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option.
Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.
Enjoy the list!
What CRM would you recommend?
In short, It's Monday.com CRM.
It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Monday.com. It's the software we use with our clients at our ad agency.
"🚀Try Monday.com CRM For Free, It's my favorite CRM to use and recommend." -Scott Max
Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Monday.com CRM Review.
The best CRM specifically for Gmail
A CRM can bring complete sales automation into your existing Gmail inbox. You can organize contacts within a tidy database, maintain records of every interaction your business has with them, turn them into leads and move them along the sales pipeline. Have a look at the products below to simplify Gmail communication with clients:
Streak is a CRM fully integrated into your Gmail inbox and works in conjunction with all other G Suite applications. It can be used to track many business processes, including sales, partnerships, support, recruitment, business flow and more. Streak also includes a powerful set of email tools, such as email tracking, which allows you to keep track of when an email is opened.
Streak helps you to organize the inbox, collaborate with your team and be more productive in Gmail. It structures all incoming emails into “Boxes”, which store all the relevant information about the entity you want to track. A box can contain an incoming lead, customer service ticket or any other incoming data that is of paramount importance for the rapid growth of your business.
Here are some enticing features offered by Streak:
- Context-specific Tracking: Streak records and tracks emails with contextual information to make case reassignment easier. It ensures that everyone can deal with a lead by providing pertinent details and suggesting the upcoming approach.
- Customizable Workflow: Streak lets you alter the pipeline composition to suit your requirements. You can rearrange leads, switch between views, change the menu buttons and create different pipeline templates to work efficiently.
- User-friendly interface: Streak has an uncomplicated interface, and anyone who knows the basics of Gmail or Google Sheets will have no problem using Streak. You can transfer your data in and out of Streak at any time by integrating it with Google Sheets. Moreover, Streak recognizes all input types and automatically updates the creation date of an email.
- Fundraising: Most of the professional conversation with investors or co-founders takes place within Gmail. Streak lets you see the entire history of a mail directed toward your company and connect easily with stockholders and venture capitalists. As an administrator, you can limit other users from accessing information regarding investment and set reminders to avoid missing the deadlines.
- Business relations management: Streak handles every sales-related task and marketing campaign within Gmail while allowing you to collaborate on projects with team members. You can automate follow-up emails to reduce the waiting period for clients and get feedback regarding your outgoing mails to improve the chances of getting a positive response from the customers.
- Recruitment process management: Streak simplifies the hiring process by creating a customized email experience depending upon your previous mailing patterns. You can view all applications inside your Streak integrated Gmail account and forward it to the relevant person with contextual information regarding the applicant. Moreover, Streak lets you use templates to send personalized messages to each applicant.
- Built-in Customer support: Streak lets you access customer complaints within Gmail, sort tickets related to FAQS, understand the customer issue, and prioritize cases for a quick resolution.
Streak offers 4 pricing options to get a Gmail-integrated CRM service.
The “Free” plan lets you get familiar with the basic features of Streak for absolutely no cost. You can create private pipelines, perform 50 "mail merge" a day, track emails, and create 500 “Boxes”.
The “Solo” plan is priced at $19/month/user and increases the “Box Creation” limit to 5000 while allowing you to perform 800 mail merge a day.
The “Pro” plan is priced at $59/month/user and offers a shared pipeline to bring your team on a single platform.
The “Enterprise” plan is priced at $159/month/user and lets you customize Streak completely, as per your preferences. This plan unlocks all available features.
2. Pigeon CRM
Pigeon is a powerful CRM and automation package integrated into Gmail that you can download and install directly from Google Chrome. Among the features you can do with this tool are tracking leads, prospects, support tickets, and automating repetitive email tasks. Being fully integrated in Gmail also allows you to send cold email campaigns, schedule automatic follow-ups and track the entire process.
Gmail account is usually a primary source for business-related queries and marketing ventures. Pigeon is a chrome extension that allows users to manage and take control of mail inbox by tracking leads, clients, and sales processes. It works by integrating with Gmail and organizing incoming data to stay updated with the latest interactions.
Here are some cool features available within Pigeon:
- Gmail CRM: Pigeon melds with Gmail to simplify browsing through several business-related emails and opportunities. It shows the lead status and allows users to group entries according to the advancement stage. Moreover, users can sort leads as per various parameters and manually search for specific entries. Pigeon’s “Smart Field” option enables users to see elusive details like last interaction date, first email date, thread count, and message count.
- Email Templates: Pigeon’s email templates help you be more productive and speedier at responding to client emails. You can customize frameworks in several ways and add relevant fields to send the client the required information. The email template will automatically enter intrinsic details about the client from the integrated CRM to make the engagement professional and attractive. It is a great tool to prevent mistakes and manage time effectively.
- Email Tracking: Users can see how many times a sent mail has been viewed and whether the link has been opened; by integrating Pigeon with Gmail. Pigeon automatically records the context of interaction for each email, and you can view the details regarding the same from the activity icon. It helps businesses get a clear overview of clients' interest in your services, so they can approach the negotiations accordingly to increase the probability of sealing the deal.
- Automation: Businesses often need to follow up on emails or set reminders to arouse clients' interest and improve engagement. Pigeon allows you to automate replies and set follow-ups for queries within the existing thread. Moreover, you can save sequences for future use and set the time period before Pigeon follows up on the lead; with the automated mail. Pigeon will update the lead status to lost if the client doesn't revert to the automated emails.
- Google Drive Automation: Pigeon lets you share google docs and templates with clients, the sales team, and employees. Google drive automation makes it easier to collaborate on a project as you can share details with all concerned parties and customize the fields as per your preferences.
The “Basic” plan is free of cost and offers primary CRM features along with Email Tracking and mail merge.
The “Pro” plan costs $29/month with advanced automation features, Analytical reports, Zapier Integration, and alias support.
The "Team" plan is priced: at $149/month with unlimited users, Custom API, premium customer assistance while including all "Pro" subscription features.
The Monday software is extremely simple, with pre-defined templates for all kinds of situations, allowing you to start with the one that suits you best. It also gives you the ability to use the columns to display all the information you need at any given time. Monitoring the time for each task, keeping track of who is in charge of what, marking locations, adding text, numbers, links, and much more.
Monday integrates client emails, collects leads with forms, and refines marketing campaigns through scrupulous analysis that greatly enhances your relationship with clients and creates more business opportunities. It’s an easy-to-use platform that simplifies organizational tasks for sales and marketing teams.
Here are some features that make Monday a unique CRM:
- Software development: Monday provides templates to help your technical team quickly organize tasks, find bugs and improve iterations. You can add indicators to let the team know what you are working on and analyze the resource allocation. Every project has a specific ID that can be used; to track it among other tasks. Clients will automatically be alerted once the error is solved to reduce downtime and keep customers updated.
- HR structuring: Monday lets users manage recruiting process and track employee progression through its HR tools such as Applicant Tracker, Employee Engagement, Attendance Tracker, Recruitment Tracker, and Vacation Tracker. You can boost the team spirit of your employees by creating specific goals and giving constructive feedback on their work.
- Inventory Management: Businesses can record product and asset details while setting automation to get regular updates about sales and inquiries. You can create new templates to match the company's requirements and integrate Monday with other applications to make the tasks easier. Moreover, Monday generates a unique QR code for each product so your clients can coherently buy the inventory.
- Marketing and Creative attributes: Monday can bridge the gap between creative thinking and marketing strategies by merging them into a single platform. You can create visualizations on campaign effects, share ideas and create personalized operations to make information accessible for employees.
- Sales operations: Monday offers CRM customization to make the leads attainable and manage all opportunity stages at a single interface. You can see the combined effect of marketing and sales campaigns to make adjustments accordingly. Moreover, businesses can centralize the available data for ease of use and synchronization of operations.
- IT workspace: You can add educational content for new recruitments to learn skills faster and ensure quality work. Monday lets you set access permissions for tasks and strictly follows security protocols to prevent cyber attacks on your CRM database. You can integrate IT tools and put technical work in order on Monday.
Monday CRM offers 4 pricing options depending upon your business size and requirements.
"Individual" plan is free of cost and lets users record work-related activities.
“Basic” plan is priced at $10/month for a single user and offers 5GB storage along with customer support.
“Standard” plan is worth $12/month for a single user and offers additional collaboration tools.
“Pro” subscription costs $20/month for an individual and offers chart view along with time tracking.
“Enterprise” plan is made specifically for large businesses and includes quality security features. You can contact support to get a quote on the "Enterprise" package.
The specialization, and the detail that makes it peculiar, of amoCRM is the messaging. Thanks to its technology it adds a complete set of messaging applications to its arsenal, allowing it to respond quickly to potential customers and generate more sales. You can identify the progress of each potential customer, get a preview of the task status and get an overview of the overall sales status. It also has a mobile app.
amoCRM stores contact information regarding potential customers and leads, allowing businesses to increase their clientele base. It offers a plethora of options to simplify the tasks related to sales and marketing; while also providing analytical tools to keep track of every lead.
Here’s a list of features that you can use inside amoCRM:
- Pipeline: It allows you to arrange leads based on how advanced the negotiations are. Whenever you create a new lead, it gets added to the "Initial Contact" section and can be moved; to further stages later on. Also, you can use the Digital pipeline to add lead sources like messaging applications, Email addresses, and Web forms, which will automatically move any inquires on the added source to the "Incoming Leads" section.
- Salesbot: It gives an automated response to all inquiries and is customizable so you can pre-enter the instructions. Salesbot is a great tool to engage with potential customers during off-hours and is accessible in every section of the Pipeline.
- Analytics: It provides a detailed assessment of all sales leads with an option to filter out the results you don’t want to see. You can check the Win-Loss record of every sales rep and generate client reports with the advanced filter options. Moreover, you can see what happens to negotiations at various stages and get a detailed analysis, which forecasts your future sales.
- Digital Pipeline: It saves you the trouble of cold-calling by automatically nurturing the client towards making a purchase and keeps you in touch with the latest advancements. You can add automated actions such as email responses or social media advertisements to every stage and set a reminder to call the client if the negotiations move swiftly.
- WebForms: You can create web forms on amoCRM without any programming knowledge and customize every detail; as per your company's requirements. This webform will integrate amoCRM with your website and move every submission to the "Incoming leads" section.
- Business Card Scanner: It's a great tool to automatically add client information to the leads: from business cards. All you need to do is click an image of the card, and the system will automatically add it to the "Leads" section after recognizing it.
- Collaboration: Some of your business partners or employees may not use amoCRM, so for such instances, you can communicate through Lead cards by sending mail. The receiver will get a link that redirects to the lead card and gives access to the amoCRM.
amoCRM has 3 pricing options available depending on your requirements: Base Plan, Advanced Plan and Enterprise Plan. The Base plan offers intrinsic features and is priced: at $15 per month; The Advanced subscription is worth $25 per month and offers added benefits like widget creation, whereas The Enterprise Plan allows you to use amoCRM to its maximum capabilities: and is worth $45 per month. All these prices are applicable only for a subscription period of 6 months or longer.
Bitrix24 is a free CRM full of customer management tools, support and marketing automation features. Available in the cloud and locally, for mobile devices and desktops. Includes all essential tools: sales funnels, channel management, sales reporting, 360 degree customer view, repeat sales support and sales automation.
In addition, it comes with dozens of available integrations, and you can also create your own applications using its REST API.
In the corporate world, most of the marketing-related work is done collectively, and using different software for each task can be costly as well as inefficient. Bitrix24 offers all necessary tools for businesses within a single platform and makes it easier to collaborate with your team members. Bitrix24 has its virtual ecosystem where you can tackle every task with ease on an interface.
Here are some exclusive features of Bitrix24:
- Activity stream: It is the most happening place inside the Bitrix24 and is a perfect tool for communicating the project details with your employees. Think of it as a social media platform; where you can post project updates, create polls, follow relevant tags, and comment on posts.
- Virtual workspace: It is a great collaborative tool that helps you connect with the employees through video conferencing. Each call can have up to 48 members, and you can invite participants who don’t use Bitrix24. Moreover, you can track each employee’s work hours and progress through a Virtual workspace.
- Project Management: Bitrix24 offers the ability to create workgroups based on projects and assign tasks in several ways. You can approach each project differently, sort them according to the deadlines, and cumulate reports.
- Bitrix24.Drive: You can use the virtual drive inside the Bitrix24 to keep all your business-related files organized inside the system. Moreover, you can decide who gets access to each file and create new documents.
- CRM Space: It is your one-stop for all sales and marketing-related activities. You can customize the existing process templates or create a new one with the “Smart Process automation” without programming. CRM Space is designed: specifically to help you organize leads and lucidly automate processes.
- Sales Intelligence: Here, you can manage the traffic sources and see the ROI for each platform. It’s a perfect tool to assess your marketing strategy and see which sources generate more traffic. Users can connect their business website and get information on every lead through Sales Intelligence.
- Bitrix24.Sites: Bitrix24 has an inbuilt website creation tool that is easy to access and offers several templates to choose from. You can browse through the layouts according to your business niche or use an empty template to design a website from scratch.
- Marketing Campaigns: Bitrix24 allows you to target a specific audience through social media, Phone and E-mail. CRM marketing tool will identify genuine clients and help you connect with potential customers.
Bitrix24 currently offers 4 pricing options for users interested in getting the most out of CRM services.
The “Free” plan is best for the new users who want to get accustomed to CRM software and costs absolutely nothing.
The “Basic” plan is priced at €49/month and offers customer support service along with some simple collaboration tools.
The “Standard” plan offers advanced collaboration tools and an increase in user capacity. It is priced: at €99/month.
The “Professional” plan is worth €199/month and unlocks all features of Bitrix24. You can add unlimited users, which makes it suitable for established businesses.
Why use a CRM at all?
A CRM helps you automate inbound and outbound lead capture, nurture with triggered pop-ups or campaigns and set notifications for when anything important happens. You’ll no longer have to do data entry and worry about updating data on different sources.
You can implement strategies in real-time and update campaigning based on AI-powered insights. It ensures your marketing and sales are intertwined and increases revenue. A CRM is necessary to manage the client details for every small, medium or large business.
Why should you use CRM with Gmail?
Gmail is the primary source of communication for most professional discussions, customer inquiries and incoming leads. A CRM integration with Gmail means you can send automated responses to every mail, focus on high-priority tasks and set alerts for important emails.
It saves you the trouble of manually entering data on different sources and unifies communication across all integrated sources. You can optimize marketing campaigns based on the preferred engagement tools of clients. It ensures that the customers receive your message and negotiations stay on track.
CRM is a scalable tool that grows with your business; You don't need big chugging servers in the office corners anymore as a CRM can store and manage every piece of information and categorize it.
CRM with Gmail integration provides a shared dashboard, email campaign features such as mail merge and tracking, G suite integration, customizable sales pipelines, third-party integrations and valuable sales process insights with a set of customizable filters and views.
Moreover, you can fully personalize the system, including folders and fields and run bull email campaigns with trackable performance such as open and click rate.
A CRM offers reports and statistics to assess the business operations and lead conversion rate. You can share data and collaborate on projects within a CRM for quick execution of tasks.
Gmail integration with CRM will organize your mailbox and let you focus on the most important emails. It will amplify your sales and marketing ventures by ensuring you respond to every lead and assign the best possible assistance.
With a CRM, you’ll digitize the business operations and integrate all conversations within a single software to improve accessibility. A CRM makes it easier to separate client mails from spam and ensures you are responding to an identified prospect.
CRM for Gmail, A Summary
CRM integration with Gmail is a must-have tool in your arsenal to generate more leads and interact smoothly with prospects. It simplifies each task and ensures you don’t have to do the data entry by automatically storing details.
Streak provides seamless connectivity with Gmail and transforms your mailbox into an organized pipeline. Moreover, you can access the Streak CRM from a mobile app and look at the updates anytime. It is our suggested pick in this category. Visit the website to get started with Streak and organize your Gmail interactions.