Finding the Right CRM for Gmail Integration

Nicholas Ayers

Co-Founder @ Better Agency

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 email-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.

Key Takeaways

Understand what a Gmail CRM is and how it benefits your business
Explore the different types of Gmail CRMs
Compare multiple Gmail CRM systems

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.

When you have a CRM integrated with Gmail, you can integrate your inboxes with the same efficiency and functionality offered through a CRM. Core features of a Gmail CRM system include:

Client data organization and centralization
Communication history
Communication channel centralization
Lead and customer segmentation
Marketing automation
Sales pipeline and tracking
Automated reminders and task assignment
High-quality analytics and reports

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, three different types of CRMs 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 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 communication channels all at once. Direct messages, email, chatrooms, videos, and audio messages are all organized and integrated into a single system, Gmail, 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.

25 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 offers an insurance agency 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

✔️ Helps automate the process to improve lead generation and conversion.
✔️ Makes integrations with customers and other programs easy.
✔️ Everything is basically done for you, no need to change much of anything.

❌ Some functionalities bug on occasion
❌ A few elements need to be developed and upgraded still, but overall these progressions happen quite quickly.

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.

2. Streak

Streak is a CRM that is built entirely inside 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

✔️ Very user-friendly system
✔️ No hidden features or icons
✔️ It’s easy to hide information and tools you don’t want to use

❌ Add-ons are expensive
❌ Data processing can be very slow

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

✔️Technical support is excellent
✔️Easy data and customer management across devices
✔️Email templates save time spent

❌ Metrics and analytics need updating
❌Email functions and conversations functions can be clunky
❌Email tracking is confusing and unconventional

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

✔️ Superior LinkedIn integration
✔️ Good value for money
✔️ Helpful support staff
❌ Limited extra integrations
❌ Lacking in texting and calling features

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 on 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

✔️ It’s highly customizable for small businesses
✔️ Very reasonably priced
❌ The learning curve is steep
❌ Combining records and reports can be challenging

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 many 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

✔️ It’s easy to track team efforts and keep to a schedule
✔️ Good pricing for features
❌ Lead functions are confusing
❌ Slow customer service responses

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

✔️ Efficient data management across devices
✔️ Easy task-tracking features
✔️ Reporting features are on par with top-rated Gmail CRM companies
❌ Quote functions are not customizable
❌ Paid subscriptions are required for most extra features

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

✔️ Easy to use and set up
✔️ Support features are seamlessly integrated
✔️ Customer support is very responsive
❌ Integration with applications like MailChimp is awkward
❌ Contacts are not able to be listed alphabetically
❌ User interface is lacking

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

✔️ Can integrate with many other software types on the market
✔️ Support services are incredibly helpful
❌ Has a steep learning curve, especially for beginner CRM users
❌ Queries and exports are complex

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 gives good value for money
✔️ Integrates well with G Suite systems
❌ It can be a bit buggy or glitchy when using certain features

Pricing

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

11. Freshsales CRM

Freshsales is a CRM that easily integrates with both Gmail and Google Calendar. This award-winning software can help you accelerate your revenue with many different key features.

Key features

AI-powered chatbots to respond to visitors in real-time
Pipeline visualization
Customer and contact data management
Interaction tracking
Gmail integration
Sales automation
Territory management
Lead management
Email marketing
Task management
Customization features

Pros and cons

✔️ Lead management
✔️ Sales sequencing
✔️ Customizable forms and data input
✔️ Allows for multiple pipelines
✔️ Integrates with a large selection of apps
✔️ Reasonably priced
❌ Small email limit
❌ Interface can be difficult for those not tech-savvy
❌ Poor tech support

Pricing

Freshsales offers a free, but limited, option to test out their product. Paid programs begin with their Growth Package at $15/month per user (billed annually) or $18/month billed monthly. Their most popular Pro package is $39/month per user (billed annually), or $47/month billed monthly. Their largest package, Enterprise, is $69/month per user (billed annually) or $83/month (billed monthly).

12. Nimble

Nimble is an award-winning, user-friendly CRM that is relationship-focused and integrates well with all your Google Suite applications. Nimble requires no complicated setup and works well to manage all your customer contact, create and send trackable emails, and easily integrate with all your social media networks. Nimble’s add-on integrates Google apps into a sidebar, making it easier to update contacts and much more.

Key features

Relationship management
Contact management
Social media integration
Email templates
Task reminders
Activity tracking
Deal pipeline management
Sales forecasts and reports
Mobile accessible

Pros and cons

✔️ Simplifies social media operations
✔️ Easy-to-use import functionality
✔️ Easy-to-use sales pipeline feature
✔️ Good contact search functionality
✔️ Good project management tools
✔️ Fully functional free trial available
❌ Limited to 25,000 contacts
❌ No autoresponder or marketing automation function

Pricing

Nimble offers a fully functional free 14-day trial. Their Nimble Business plan is $19/per user per month billed annually and $25/per user per month billed monthly.

13. Teamwave

Teamwave brings together the features of HR management, project management, and CRM into one platform, allowing you to move your business forward.

Key features

Easy marketing automation
Time tracking
Thorough analyses and comprehensive reports
Enhanced collaboration
Customizable templates
Milestone tracking
Performance metrics
Document management
Lead management

Pros and cons

✔️ Comprehensive business management
✔️ Integrates with Google Suite, as well as many other 3rd party apps, such as MailChimp, Dropbox, and UberConference
❌ Steep learning curve with inadequate support videos and documentation
❌ Non-intuitive configuration menu

Pricing

Teamwave offers users a free trial. Programs include a Starter program for $39 per month with unlimited users, the Pro package for $66 per month with unlimited users, or the larger Business package for $199 per month with unlimited users.

14. Monday CRM

Monday CRM combines an award-winning project management platform with a CRM that can help take your sales team to the next level.

Key features

Lead management
Interactive tracking
Team activity tracking and engagement
Analytics and reporting
Sales team dashboard
Ability to customize automation triggers and actions
Mobile accessible

Pros and cons

✔️ Flexible CRM that works for small businesses as well as large
✔️ 100% customizable
✔️ Automated workflows
✔️ Automated email follow-ups
❌ Interface can be difficult to navigate
❌ Does not update well in mobile app

Pricing

Monday CRM offers a free trial on all their packages and pricing is based on a number of users and business needs. Their Basic package begins at $10/month per user and their Pro package begins at $24/month per user. For larger businesses, they offer custom Enterprise pricing.

15. Keap

Keap is an integrated sales pipeline tool that easily allows you to track clients through every stage of the sales funnel. In addition, you can gain insight into your sales team and their activities, as well as schedule tasks, and receive real-time reporting.

Key features

Trigger personalized follow-ups to generate more leads
No-hassle integration
Easily access all data in one place
Automated lead capture
Fully customizable
Reporting and analytics
Email marketing

Pros and cons

✔️ Easy-to-use drag and drop feature
✔️ Fully customizable CRM
❌ Limited marketing templates
❌ Landing page builder takes time to load

Pricing

Keap offers a free trial for all their programs. Pricing is based on the number of contacts and ranges from $129/month for 1500 contacts and two users (additional users are $29/month) to their Max package for $199/month for 2500 contacts and three users. As your contacts increase, so does the price.

16. HoneyBook

HoneyBook is a comprehensive and easy-to-navigate CRM for small businesses and allows for your business to grow without adding on additional costs.

Key features

Lead capture
Project management
Streamlined client communication
Integration with Gmail and Outlook
Customer data and contact management
Customizable reports

Pros and cons

✔️ User-friendly CRM
✔️ Easy onboarding service and customer support
✔️ Dynamic pipeline-focused system
✔️ iOS and Android friendly
❌ Might not be enough for larger businesses
❌ Limited integrations

Pricing

HoneyBook offers a 7-day free trial. The unlimited plan is $39/month or $390/year.

17. Salesflare

If you want to sell more and work less, then Salesflare may be perfect for you. This simple, yet powerful tool allows you to say goodbye to data entry while still allowing you to keep track of everything. Salesflare takes data from emails, social media, company databases, calendars, and more to deliver automated customer timelines directly to you.

Key features

Contact and account management
Task management
Lead and sales management
Email marketing
Social network integration
Reporting and Analytics

Pros and cons

✔️ Cloud-based so you can access from anywhere
✔️ Smooth integration with Gmail
✔️ Intuitive and easy-to-use interface
✔️ Smart pipeline that helps you identify sales opportunities
❌ Limited email marketing capabilities
❌ Limited marketing automation

Pricing

Salesflare offers a 14-day free trial. Plans begin with their Growth for $29/
month per user billed annually (billed at $35/month per user monthly) to their Enterprise plan for $99/month per user billed annually.

18. Nutshell

Nutshell is a powerful CRM known for its intuitive interface that makes it easy for those that may not be as tech-savvy as others. With Gmail sidebar integration, you can save emails, sync your Google calendar, and share email threads and messages with your team.

Key features

Easy set-up, no IT department needed
Extensive reporting
Team collaboration
Contact management
Pipeline management
Multichannel customer support
One-click task creation
Powerful sales analytics reports

Pros and cons

✔️ Custom reporting and dashboards
✔️ Detailed reports
✔️ No user or storage limits
❌ Limited customization options
❌ Limited social media integration

Pricing

Nutshell offers new users a limited free trial. The Starter package begins at $16/per user per month, while their Pro package is $42/per user per month. Nutshell Marketing is an additional cost, and that cost is based on your number of contacts.

19. Salesmate

If you are looking for a Gmail CRM that is geared toward sales, Salesmate may be your perfect choice. The Salesmate interface is simple to use and great for those new to CRMs. With Gmail integration, Salesmate is designed to give you everything you need when it comes to sales organization, building lasting customer relationships, and growing your sales revenue.

Key features

In-depth pipeline management
Powerful analytics features
Intuitive UI
Powerful integrations
Activity tracking
Sales and marketing automation
Contact management
Sales forecasting and goal tracking

Pros and cons

✔️ Easy-to-use interface
✔️ Quality customer service and support
✔️ Great customer tracking
✔️ Send bulk SMS messages to clients or the sales team
❌ Reports can often miss key data
❌ Creating emails to multiple contacts can be time-consuming

Pricing

Salesmate offers a free trial and four different pricing plans based on your needs. These plans range from $12/ per user per month to custom prices for large businesses.

20. ClickUp

ClickUp is an all-in-one productivity platform designed to help teams come together to plan and collaborate on projects and business goals.

Key features

Task management
Project tracking
Issue management
Milestone tracking
Customizable templates
Document management

Pros and cons

✔️ Suitable for individual or team use
✔️ Efficient dashboard
✔️Free full-featured version
❌ Too many features
❌ Can be difficult to implement use

Pricing

Free for 100MB storage and unlimited tasks and users.
$5 per member per month for unlimited storage and additional tools ideal for small teams.
$12 per member per month for everything plus additional tools, such as Google SSO, ideal for mid-sized teams and businesses.
Larger plans are available for bigger companies.

21. InfoFlo

InfoFlo is a quality CRM that offers full integrations with both Gmail and Outlook, as well as QuickBooks, in order to manage business relationships and increase business productivity.

Key features

Synchronization with Outlook, Gmail, and QuickBooks
Market automation
Document management
Effective tracking
Sales automation
Social media management

Pros and cons

✔️ Quality data organization
✔️ Offers lots of flexibility
❌ No user guide
❌ Customer support staff is often difficult to work with

Pricing

Offers two pricing models based on storage. Onsite storage has a one-time fee of $99 per user.
Cloud-based storage offers two plans ranging from $30 – $35 per month per user.

22. EngageBay

EngageBay is an all-in-one CRM software designed to simplify marketing, sales, and customer support.

Key features

Email integration
Contact management
Email template builder
Proposal analytics
Sales automation
360-Degree customer view
Gmail integration

Benefits of CRM with Gmail integration

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

Choosing a CRM with Gmail integration

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.

Join the Agency Success Letter

Every week you’ll get actionable content to help you grow your agency delivered straight to your inbox.

Quote, Automate & Manage Your Agency In One Platform

Are you tired of spreadsheets and leads falling through the cracks? Are you looking for an efficient way to manage your customers and automate various tasks? Have you tried numerous CRM solutions only to find that they don’t quite fit with the insurance industry?

At Better Agency™, we understand your concerns and, as former insurance agents, we created a sales-driven AMS, powerful CRM, easy comparative rater, and fast proposals together in one system. Our insurance management software does it all! We understand what insurance agents need for success and have created a powerful tool that helps you better reach your business goals.

Schedule a discovery call with the team today and let us help you better manage your agency.

Trusted by hundreds of P/C agents in all 50 states