Finding the Right CRM for Gmail Integration

Nicholas Ayers

Nicholas Ayers

Better Agency Co-founder

Using CRM software is a great way to promote efficiency, productivity, and customer relationships for your business. One of the best ways to promote CRM integration more thoroughly throughout your agency is by investing in mail-based CRMs, specifically Gmail CRMs.

Right now, there are more than 1.8 billion active Gmail users, which is no surprise considering how simple and intuitive the platform is to use. And, because there are so many active Gmail users, it’s easy to see that the platform isn’t going anywhere anytime soon, so the sooner you can invest in Gmail CRMs, the better.

What is a Gmail CRM?

A Gmail CRM system, or customer relationship management system, is a way that users can integrate their inboxes with all the efficiency and functionality of a CRM. Through the system, users can manage and maintain their company communications with clients, peers, and staff in a single, easy-to-manage setting. Gmail CRM allows agencies to remove the monotony of repeating the same routines over and over again and give agents more time to build leads and relationships with customers.

There are several advantages to having a CRM system integrated with Gmail. Here are a few of the top benefits:

  • Increased efficiency
  • Quick and easy email management
  • Increased agent productivity
  • Increased effectiveness
  • Reduced risk of error
  • Automation of monotonous tasks
  • Advanced tools for data exchange

Types of CRMs that work with Gmail

Every company will have a different definition of what it means for a CRM to “work” with Gmail. Some companies prefer web-based mail applications, like G Suite, that agents can use independently from additional applications. Others prefer to use email servers that can connect with other email accounts. As a result of these and other differences, there are three different types of CRMs that have been developed to integrate with Gmail.

  • CRMs with built-in email clients that can connect to Gmail’s server to send and receive messages. Examples of this include Zoho, Sugar, and Insightly.
  • CRMs that simply integrate quickly with Gmail via a plug-in and then synchronize messages back and forth. Salesforce is an example of this kind of CRM.
  • CRMs that work right inside Gmail. Examples are Copper and Streak.

Choosing the right CRM for Gmail

Choosing the right CRM for Gmail heavily depends on your unique individual needs for your agency or company. Do you need a system that integrates with Gmail? Would you prefer one that works inside Gmail? Or do you just need to synchronize emails?

  • Integrating with Gmail allows you to access multiple levels of communications channels all at once. Direct messages, email, chatrooms, videos, and audio messages are all organized and integrated into a single system, Gmail’s, to help make customer relationships easier for agents.
  • Using CRMs that work inside Gmail allows you to take advantage of all the systems and features Gmail offers. It operates within the parameters Google has set for its communication system.

10 Best CRMs for Gmail Integration

Many CRM systems function well with Gmail to integrate email communications. Let’s take a minute to look at the top ten:

1. Better Agency

Better Agency is an automated CRM that can help you stay connected with your projects, leads, clients, and sales team members. It’s an excellent resource for agents who want to make their sales and service automation even more accessible and efficient.

Key Features

  • Built-in Automation
  • Automated sales, service, renewals
  • Detailed reporting
  • Live chat support
  • Email support
  • Private Facebook user group access
  • Data migration
  • Automated campaign triggers
  • IVANS downloads

Pros and Cons

Pricing

Starter packs that support one to three users are $299 per month, four to six user packages are $399 per month, and seven to ten user packages are $549 per month. A fourteen-day free trial is also offered.

2. Streak

Streak is a CRM that is built entirely inside of the Gmail communication system. It has many unique features that can ensure your team’s long-term lead generating and developing success.

Key Features

  • Email tracking
  • Email management
  • Sales pipeline
  • Customer service
  • Communication integration

Pros and Cons

Pricing

It’s $15 per month for the most basic system, $49 for the Pro plan, and $129 for the Enterprise plan. All prices are per user.

3. Hubspot

Hubspot is a CRM that personalizes your communications and eases customer resolution processes by providing 24/7 automated support. It combines data and customer service channels into one easy-to-use system.

Key Features

  • Notifications
  • Data security
  • Workflow capability
  • Scalability
  • User, role, and access management
  • Email to case
  • Customer monitoring
  • Customer profiles
  • Personalization

Pros and Cons

Pricing

It’s $50 per month for a basic package with professional and Service Hub Enterprise packages running $400 and $1,200 per month, respectively.

4. NetHunt

NetHunt is a CRM platform that integrates sales and marketing features across Gmail and other Google work services to promote sales growth through automation and process simplification.

Key Features

  • Contact & account management
  • Activity & task management
  • Product management
  • Quote & order management
  • Email marketing
  • Marketing ROI analytics
  • Lead management
  • Case management
  • Call center features

Pros and Cons

Pricing

For basic packages, NetHunt charges $24 per month. Business packages are $48 per month and advanced packages are $99 per month. All prices are per user.

5. Agile

Agile CRM is a multifaceted CRM with a vast array of capabilities. Its focus is in helping solopreneurs and small businesses who want the benefits of CRM systems without all the extra features larger companies require.

Key Features

  • Sales tracking
  • Contact management
  • Marketing automation
  • Web analytics
  • Two-way emails
  • Telephony
  • Helpdesk
  • Clean, modern interface

Pros and Cons

Pricing

Starting packages are $8.99 per month, regular packages are $29.99 per month, and enterprise packages are $47.99 per month.

6. Copper

Copper is another Gmail CRM provider that is especially easy for small businesses to use. It also integrates with a plethora of other Google application types to ease integration processes.

Key Features

  • Contact and account management
  • Task/activity management
  • Customer contract management
  • Opportunity and pipeline management
  • Email marketing
  • Lead management
  • Customer support portal
  • Case management

Pros and Cons

Pricing

Starter packages are $25 per month, professional ones are $59 per month, and business packages are $119 per month.

7. Zoho

Zoho is a cloud-based CRM platform that works with businesses of all sizes. More than 150,000 businesses around the world currently work with Zoho and its many CRM features.

Key Features

  • Contact and account management
  • Task and activity management
  • Product and price list management
  • Customer contract management
  • Opportunity and pipeline management
  • Territory and quote management
  • Email marketing
  • Lead management
  • Campaign management
  • Customer support portal
  • Knowledge base
  • Mobile user support
  • Reporting
  • Dashboards

Pros and Cons

Pricing

Starter packages are $14 per month, professional packages are $23 per month, enterprise packages are $40 per month, and ultimate packages are $52 per month.

8. Capsule

Capsule is a smart, straightforward online CRM system. It works to provide agencies with stronger customer relationships, faster sales turnarounds, and more time to dedicate to other aspects of your business.

Key Features

  • Contact and account management
  • Task and activity management
  • Customer contract management
  • Opportunity and pipeline management
  • Quote management
  • Email marketing
  • Case management
  • Lead management
  • Knowledge base

Pros and Cons

Pricing

It’s $18 per user per month for the professional package. The starter package for up to two users is free.

9. Pipedrive

Pipedrive is a CRM service for G Suite reviews, sales, and product details. It helps salespeople like insurance agents organize their businesses more fluidly and efficiently for increased productivity.

Key Features

  • Customer service
  • Email marketing
  • Tracking features
  • Lead management
  • Integration capabilities
  • Deal management
  • Mobile applications

Pros and Cons

Pricing

Pricing starts at $12.50 per month, and there is a fourteen-day free trial.

10. Arcade

Arcade is another Gmail CRM software that is designed to specifically function well with G Suite systems. It works well with small businesses and start-ups.

Key Features

  • Rich lead & contact management
  • Sales team management with sales goals and forecasting tools
  • Sales pipeline management
  • Sales and workflow automation
  • Task & calendar management
  • Gmail integration to work right from within Gmail or G suite
  • Templates
  • Email tracking
  • Reminders within Gmail or G suite
  • Works with iOS and Andriod mobile apps

Pros and Cons

Pricing

It runs at $15 per user per month unless you bill annually. Then, it’s $12 per user per month.

Key takeaways

Gmail CRMs are a great system you can use to enhance your efficiency and performance with customers, data management, and much more. They allow for easy integration and workability so that you’ll always have all the automated email and communication assistance you need. Choose the best Gmail CRM for your agency, and you’re sure to see great results in no time. 

For more information on Gmail CRMs or other CRM systems, contact Better Agency today.

Better Agency: The #1 Insurance CRM

If you are an insurance agent looking to grow your agency and streamline your processes with automation, then you need to use an Insurance CRM

Better Agency was built by insurance agents and it’s the top choice for agents looking to grow their business. With Better Agency you can take advantage of all the top features included: automation campaigns that are built into the platform. This includes all of the emails and text messages, as well as reporting and task management. 

Schedule a Discovery Call with Better Agency now.

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