RELATED: Manufacturing Business CRM Tools | CRM Software For Financial Advisors | Top Wix CRM Systems
If you’re among the more than 5 million paying businesses worldwide that use Gmail already, then you should definitely consider using a customer relationship management tool that integrates into your inbox. Don’t waste more time than you need to on customer relationship management. A CRM for Gmail will help you effectively manage marketing campaigns to maximize their success and build and maintain client relationships, so you can focus on growing your business.
We’ve compiled a list of the top 8 best CRM for Gmail along with the benefits and downsides of each to help you choose one that is best suited for what your business needs.
Top 8 Best CRM for Gmail
- Streak – Best for working within the Gmail inbox
- Zoho CRM – Best for Google Workspace tools integrations
- Copper – Best for ease of use
- Salesforce Essentials – Best for advanced lead management
- Capsule – Best for medium-sized businesses
- Agile CRM – Best for remote or mobile teams
- Pipedrive – Best for scaling teams
- HubSpot – Best Gmail CRM for free
1. Streak – Best for working within the Gmail inbox
Pricing: For limited functionality, Streak is free. The Solo plan is $15/user/month, the Pro plan is $49/user/month, and the Enterprise plan is $129/user/month.
With Streak, you can manage customer relationships inside the Gmail interface because it was specifically designed for Gmail. Streak has highly customizable workflows and incorporates a ton of great features like email view tracking, customer profile views, email threat splitter, data capture, automatic tracking, and sort functions. Streak is pretty lightweight, but it’s great if you want to work directly inside your Gmail inbox. You can also connect Streak to apps like Zapier, Google Sheets, and even a couple of social media ad networks.
| Pros | Cons |
| Workflows are easy to set up | No live chat support |
| Productive email tools | Lacks some more comprehensive tools |
| Simple and robust | – |
| Chrome extension | – |
| Access to pipeline data and emails | |
| Great team collaboration capabilities | |
| Excellent email power tools | |
| Email scheduling |
2. Zoho CRM – Best for Google Workspace tools integrations
Pricing: Zoho CRM’s Standard plan is $14/user/month, the Professional plan is $23/user/month, the Enterprise plan is $40/user/month, and the Ultimate plan is $52/user/month. Zoho also offers a free plan.
Zoho CRM integrates with many Google Workspace tools like Gmail, Google Drive, Google Ads, and Google Calendar. This solution is highly customizable and comes with custom layouts and a key updates tracker. The straightforward design makes it easy to take advantage of all the great features such as contact and account management, task and activity management, customer contact management, email marketing, campaign management, lead management, reporting, and mobile support. One other neat feature is Zoho CRM’s sales assistant which can help you figure out the right time to contact your clients.
| Pros | Cons |
| Free plan includes up to 3 users | UI can feel sluggish at times |
| Amazing set of features | More sales tools could be added |
| Great email marketing tools | – |
| Chrome extension | – |
| Lead capture | – |
| Two-way synchronization with Google Workspace | – |
| Strong mobile app | – |
| Customizable | – |
3. Copper – Best for ease of use
Pricing: Cooper’s Basic plan is $25/month for up to 3 users, the Professional plan is $59/month, and the Business plan is $119/month. You can also try Copper for 14 days for free.
Copper is a simple CRM solution that integrates smoothly with Google Workspace. By using Copper, you’ll have a similar experience to using other Google applications. While Copper lacks some essential features, it is incredibly easy to use and affordable. Features include Google Drive and Sheets integration, contact management, customer view, lead and sales management, project management, marketing, and customized reporting. Onboarding is also just as swift and easy as the CRM solution itself.
| Pros | Cons |
| Straightforward and easy to use | Alerts, suggestions may clog inbox |
| Close integrations with all Google apps | Lacks some important features when compared to competitors |
| Pulls data from Gmail | Not the best solution for larger organizations |
| Multiple tasks automation | – |
| Effective deals and lead management tools | – |
| Customizable reports | – |
| Great mobile app | – |
| Secure | – |
| Excellent communication tools | – |
4. Salesforce Essentials – Best for advanced lead management
Pricing: Salesforce Essentials is $25/user/month billed annually.
If you’re looking to generate better individual relationships with your clients, then look no further than Salesforce Essentials. Salesforce Essentials’ lead management tools are some of the best on the market and include routing, duplicate blocks, and lead assignments. This makes identifying key contacts quick and easy so you can sell your products faster. Salesforce Essentials integrates with all Gmail apps. Other key features include a 360-degree customer view, task, account, contact, opportunity, and lead contact account management. Salesforce Essential also includes a setup assistant, activity tracking, custom profile, collaboration tools, and email optimization.
| Pros | Cons |
| Rich customization capabilities | On the pricey side |
| Integrations with a number of external apps like ITSM, ERP, ecommerce networks, accounting system, and social media | Internet connection needed |
| Intuitive and easy to use | – |
| Great contact and lead management tools | – |
| Robust mobile app | – |
| Access to Salesforce technology | – |
| Extensive omnichannel communication | – |
| Call capability | – |
5. Capsule – Best for medium-sized businesses
Pricing: Capsule’s Professional plan is $18/user/month for up to 50,000 contacts, the Teams plan is $36/user/month for up to 100,000 contacts, and the Enterprise plan is $54/user/month for up to 200,000 contacts. Capsule also offers a free version that is limited to up to 2 users and 250 contacts.
Capsule will simplify the process of tracking and managing client relationships. Capsule has had a pretty good track record since being founded in 2007. Capsule lets you customize the solution based on your requirements and it’s super straightforward. With Capsule, you can store and share contacts with your teammates, manage calendars and to-do lists, generate reports from your sales pipeline, track activity, identify social media contacts, and create tasks. Capsule integrates with Google Workspace and Microsoft 365, as well as other third-party tools like Zendesk.
| Pros | Cons |
| Easy to use | Limited starter plan |
| Competitively priced | Integration with Google Workspace can feel a little basic |
| Integrates with Google Workspace and Microsoft 365 | Lacks built-in marketing tools |
| Works well with third-party apps | – |
| Free plan available | – |
| Reliable mobile app | – |
| Customization based on your needs | – |
| Tasks scheduling and management | – |
| Great pipeline management dashboard | – |
| Excellent reports and insights | – |
6. Agile CRM – Best for remote or mobile teams
Pricing: Agile CRM has a free version for up to 10 users. The Start plan is $8.99/user/month, the Regular plan is $29.99/user/month, and the Enterprise plan is $47.99/user/month.
Agile CRM was a top-rated CRM solution by TrustRadius in 2018. Agile CRM integrates with Google and is best for teams that use Google Workspace. It has an incredibly robust mobile feature, compared to its competitors, with an intuitive dashboard that makes tracking sales productivity easy. You can also manage deals and leads solely from the mobile app. Other features include account alerts and management, an activity dashboard and tracking, archiving and retention, audience targeting, automated publishing and routing, and calendar management.
| Pros | Cons |
| Affordable | Email capabilities are bug-prone |
| Easy to use | Some third-party integration issues |
| Automated sales pipeline system | Service automation features could be improved |
| Comprehensive mobile app | Lacks comprehensive reporting tools |
| Robust contact information | – |
| Great marketing features | – |
| Good calendar and appointment scheduling features | – |
| Onboarding tutorials and training webinars | – |
7. Pipedrive – Best for scaling teams
Pricing: Pipedrive’s Essential plan is $12.50/user/month, the Advanced plan is $24.90/user/month, the Professional plan is $49.90/user/month, and the Enterprise plan is $99/user/month. You can try Pipedrive for free for 14 days.
Pipedrive is a great CRM for scaling teams. It’s very user-friendly and has unlimited custom deal pipelines, making it easier to organize your business more efficiently. The account management tool is robust and reports are easily customizable. But what makes Pipedrive great is its comprehensive visualization of the sales process. Pipedrive’s key features include email marketing, integrations, lead management, deal management, tracking tools, customer service, and a mobile application. Pipedrive also has a great activity and goal feature that you can use to track if any activities are pending. Pipedrive seamlessly integrates with Gmail, but also with Yahoo and Outlook.
| Pros | Cons |
| Easy to use | Steep learning curve |
| Intuitive interface | Exports and queries can be difficult |
| Great set of tools | Lists of new leads and contacts are not separated |
| Robust mobile app | – |
| Easy lead management | – |
| Amazing email tracking functionality | – |
8. HubSpot – Best Gmail CRM for free
Pricing: Please visit HubSpot’s website to sign up and get free CRM.
Since HubSpot CRM is available for free, it naturally lacks some more robust features included in paid plans. Nevertheless, HubSpot still offers many useful tools that are perfect for small businesses and start-ups. Those features include a customizable deals dashboard, email and prospect tracking, meeting scheduling, Gmail and Outlook integration, company insights, pipeline management, automated logging, and a built-in activity stream.
| Pros | Cons |
| User-friendly | Lacks strong reporting capabilities |
| Great marketing automation capabilities | Bug prone |
| Many useful features included for free | Fewer number of advanced features |
| Detailed activity feed | – |
| Plenty of integrations | – |