On CRM: What’s The Best Small Business CRM For Gmail?

Gmail is really two things. It’s a web-based mail client (or application) that you can use from any device in a stand-alone manner. It’s also, when you subscribe to G Suite, an email server, not unlike Microsoft Exchange, where you can connect other email applications to it, including email applications that come with some CRMs.

There are three types of CRMs that work with Gmail. Some – like Zoho, Sugar, Insightly and GoldMine – have their own, built-in email clients that can connect to Gmail’s server to send and receive messages. Others – such as Salesforce – will just quickly integrate with Gmail right out of the box via a plug-in and then synchronize messages back and forth. And then there are a few – like Copper and Streak – that work right inside of Gmail.

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