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.
Finding the Right CRM for Gmail Integration

19 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.

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

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

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

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

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 $8/month per user and their Pro package begins at $16/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

Pricing

Keap offers a free trial for all their programs. Pricing is based on the number of contacts and ranges from $40/month for 500 contacts and one user (additional users are $30/month) to their Max package for $100/month for 500 contacts and one user. 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

Pricing

HoneyBook offers a 7-day free trial. Their starter plan begins at $9/month, with their unlimited plan being $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

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

Pricing

Nutshell offers new users a limited free trial. The Starter package begins at $20/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 towards 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 the 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

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.

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.

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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. 

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