The Best CRM to Use with Gmail for an Agency: Boost Your Productivity Today

Are you tired of managing customer relationships manually? Do you wish to integrate your email communication with your customer management software? Look no further! In this article, we’ll explore the best CRMs to use with Gmail and how they can streamline your agency’s operations.

Table Contents: show

The Benefits of Using a CRM with Gmail

As an agency, you need to manage client interactions, track leads, and close deals efficiently. A CRM helps you do that and more. By integrating your email communication with your CRM, you can:

Automatically log emails to customer profiles
Track email opens and clicks
Schedule follow-up emails
Send personalized emails quickly to multiple recipients
Collaborate with team members on emails

Using a CRM with Gmail not only saves you time but also helps you provide better customer service and close more deals.

The Top 5 CRMs to Use with Gmail for an Agency

CRM	Price	Features
Hubspot	Free – $3,200/month	Email tracking, templates, sequences, and scheduling; contact and deal management; analytics; collaboration tools
Pipedrive	$12.50 – $99/ user/month	Email tracking, templates, and scheduling; contact and deal management; automation; integrations; collaboration tools
Zoho CRM	Free – $40/ user/month	Email tracking, templates, and scheduling; contact and deal management; automation; analytics; integrations
Salesforce	$25 – $300/ user/month	Email tracking, templates, and scheduling; contact and deal management; automation; analytics; collaboration tools; integrations
Copper	$19 – $119/ user/month	Email tracking and templates; contact and deal management; automation; analytics; integrations; collaboration tools

Let’s dive deeper into the pros and cons of each CRM.

1. Hubspot

Hubspot is an all-in-one marketing, sales, and customer service platform that offers a free CRM with basic features. Its paid tiers provide advanced features such as email sequences, templates, and scheduling; contact and deal management; and analytics. Hubspot also has a user-friendly interface and integrations with third-party apps.

Pros:

Free basic CRM
Robust email features
User-friendly interface

Cons:

Expensive paid tiers
Can be overwhelming for small teams

2. Pipedrive

Pipedrive is a sales CRM that focuses on deal management. It offers email tracking, templates, and scheduling; contact and deal management; automation; and integrations. Its visual pipeline management feature helps you track deals visually and prioritize tasks effectively. Pipedrive also provides detailed analytics.

Pros:

Intuitive visual pipeline management
Provides detailed analytics
Affordable pricing

Cons:

No email sequences
Limited integrations

3. Zoho CRM

Zoho CRM is a cloud-based customer relationship management system that offers email tracking, templates, and scheduling; contact and deal management; automation; analytics; and integrations. Zoho CRM also has a mobile app for on-the-go access and collaboration tools.

Pros:

Affordable pricing
Robust features
Includes mobile app

Cons:

Steep learning curve
Some features are difficult to find

4. Salesforce

Salesforce is a cloud-based CRM that offers email tracking, templates, and scheduling; contact and deal management; automation; analytics; collaboration tools; and integrations. It also has an AI-powered feature, Einstein, that helps you make data-driven decisions.

Pros:

Robust features
Powerful AI-powered Einstein feature
Highly customizable

Cons:

Steep learning curve
Expensive pricing

5. Copper

Copper is a CRM that integrates seamlessly with Gmail. It offers email tracking and templates; contact and deal management; automation; analytics; integrations; and collaboration tools. Copper is easy to set up and use, and its Gmail integration makes it a top choice for Gmail users.

Pros:

Seamless Gmail integration
Affordable pricing
Intuitive user interface

Cons:

Only basic email features
Some users may prefer more advanced features

Frequently Asked Questions (FAQs)

1. How do I choose the right CRM for my agency?

The right CRM depends on your agency’s needs, budget, and team size. Consider what features you require, your preferred user interface, and your integration needs before making a decision.

2. Do I need to pay for a CRM?

While some CRMs offer free basic features, most require payment for advanced features. Consider your agency’s budget and needs before choosing a CRM.

3. Can I integrate my existing email with a CRM?

Most CRMs offer integrations with various email providers, including Gmail. Check if your preferred CRM integrates with your email provider before choosing one.

4. How long does it take to set up a CRM?

The setup time depends on the complexity of the CRM and your agency’s needs. Some CRMs offer easy setup and onboarding, while others require technical expertise.

5. Can I use a CRM on mobile devices?

Most CRMs offer mobile apps for on-the-go access. Check if your chosen CRM offers a mobile app before making a decision.

6. How do I ensure data security on a CRM?

Choose a reputable CRM vendor that offers secure data storage and regular data backups. Ensure that your team follows best practices like using strong passwords and two-factor authentication.

7. Can I customize a CRM to my agency’s needs?

Most CRMs offer customization options, including adding custom fields, workflows, and reports. Check if your preferred CRM offers customization options before choosing one.

Conclusion: Choose the Right CRM for Your Agency Today

Using a CRM with Gmail can boost your agency’s productivity and efficiency. Consider your agency’s needs, budget, and integration requirements when choosing the right CRM. Whether it’s Hubspot, Pipedrive, Zoho CRM, Salesforce, or Copper, these top CRMs offer different features and pricing to suit your agency’s needs. Take action today and choose the right CRM to take your agency to the next level.

Disclaimer

The information in this article is for educational and informational purposes only. Any reliance you place on such information is therefore strictly at your own risk.

Please consult a professional before making any decisions based on the information provided in this article.