CRM system for Gmail: a simple and convenient solution for small businesses

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Today, email remains one of the most popular tools for communicating with customers. At the same time, it is not always able to provide a sufficient level of convenience.

A simple CRM system for Gmail will help you significantly expand your email functionality and automate routine tasks.

What is CRM for Gmail?
CRM systems are programs that can be used to carry out all processes of interaction with customers. CRM capabilities include: order accounting and sales analysis, communication history with each customer, maintaining a large customer base, as well as functions that help organize daily work and manage employees.

For companies that primarily use email, CRM for Gmail is a great solution. Its main feature is CRM and email integration, so you can continue working in Gmail, but with a wide range of additional features.
Who is CRM for Gmail suitable for?
First of all, a convenient CRM system is necessary for those companies that are interested in building long-term relationships with customers, seek to personalize communication and need an organized customer base. CRM can be used as a program for recording customers and conducting business.

If your business involves processing applications via email, managing correspondence and mass mailings, and creating similar letters and documents using templates, CRM for Gmail will greatly simplify your work.

CRM for Gmail is successfully used in sales, marketing and support departments, for project management and personnel recruitment. The wide capabilities of CRM for mail allow it to be used in a wide variety of business areas: marketing agencies, real estate, consulting, beauty salons, wellness services, IT and Digital, sales of goods, tourism, education and much more.

Due to its convenience, flexible settings, and belize phone number list affordable price, Simple CRM will be a great solution for small businesses and startups.

What tasks does CRM for Gmail solve?
CRM for Gmail is a simple and very convenient application for recording and accounting of customers. To transfer employees to work in CRM, you do not need a lot of time or a long onboarding. What can CRM systems for mail do?

All services in one
CRM integrates with Google services. When switching to a convenient CRM system, you will get rid of the need to use several programs at once. You no longer need to enter meetings in the calendar, tasks in the task manager, reports on deals and customer data in the table, and notes in a notebook. All these services and programs are combined in a single interface. In addition, CRM can be integrated with other resources: Linkedin, telephony, etc. Is it worth saying how much time and attention you will be able to devote to more important tasks?

Accounting for customers and deals
Simple and convenient CRM provides wide opportunities for accounting for orders and managing work with customers. The entire history of each contact is presented in the form of convenient cards. To add a new contact with all available information about it (e-mail address, phone, website, etc.), just a few clicks are enough. CRM for mail allows you to collect the most complete, detailed and user-friendly customer database, as well as manage it through the CRM application in mail - without switching between programs. The ability to view a customer profile or deal directly in a Gmail message and create records in CRM from mail in just one click has been implemented.

Automation
Making daily work easier is one of the main tasks of CRM. This is achieved by automation features such as creating letters and documents based on a template. CRM also offers mass automated mailings based on certain triggers, which the user configures depending on their own tasks.

Setting up communication between departments
How is information currently exchanged between different departments in your company? When switching to a CRM system in the mail, you no longer need to send data to colleagues in separate files. Accounting, sales and marketing will be able to use a single unified database of customers and deals.

Sales Analytics
All important information is recorded in the history of customers and transactions. With the help of flexible filters that are individually configured, you can conduct sales analysis. Yes, it is enough to configure CRM for mail once, and then easily track the stages of the sales funnel, segment the database by various criteria (for example, filter out those customers who did not purchase a certain product/service), analyze the success of transactions, and also generate the necessary reports with one click.

Team management and work organization
CRM for mail provides a number of functions for work organization. These include: integration with Google Calendar, the ability to assign tasks and record their progress, as well as hierarchy settings. Each employee and / or department can be given access to only certain information and functions. Managers can quickly view the status of subordinates, and employees always have a list of tasks and a schedule at hand.