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Asked: September 29, 20202020-09-29T16:32:16+00:00 2020-09-29T16:32:16+00:00In: Business

What are the best CRM tools for Gmail

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What are the best CRM tools for Gmail
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  1. maxi138
    maxi138
    2020-09-29T16:33:35+00:00Added an answer on September 29, 2020 at 4:33 pm

    After trying many CRM out there,

    I finally settled for Streak

    Streak is a CRM that integrates directly with your Gmail inbox and helps you organize all of your emails. Using customizable workflows, Streak enables you to track different processes (such as sales, recruitment, project management), in addition to helping you manage different customer profiles by conveniently organizing all of their relevant contact information, personal details, and attached files.

    Streak offers a range of other tools to improve efficiencies, such as mail merge, email tracking, and pre-written templates. You can also assign tasks, set reminders, and share pipelines to facilitate collaboration within your company,

    Once you’ve installed Streak, you can start setting up different workflows for your business. As mentioned earlier, Streak uses pipelines to represent different processes. For example, I use a pipeline to manage leads from initial outreach all the way through to closed customers. I also use a separate pipeline to organize projects from the idea stage through to completion.

    While you can build your own pipelines from scratch, Streak offers several pre-built templates for different business processes including recruitment, investment deals, projects, support tickets, and more. You can use pipelines to manage any type of workflow within your business. Streak is really the best at the moment.

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