Top 10 CRM for Gmail Tools to Streamline Workflows

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Your inbox might be where the magic starts, but it’s not always where it stays. Hunting for follow-ups, juggling client details, and tracking sales can quickly get messy.
That’s why pairing Gmail with a CRM is a no-brainer. It keeps everything connected, organized, and right where you need it—inside the inbox you use daily. 🔄
If you’re tired of losing time (and important conversations), it’s time to explore the perfect CRM for Gmail.
Here are ten options to streamline workflows, save time, and keep every relationship on track.
And, as a bonus, we’ll introduce a tool (no guesses here, it’s ClickUp) that combines the capabilities of email and CRM, making it the everything app for work. We’ll also throw in a free CRM template so you can hit the ground running.
Choose from our pick of the top 10 CRM for Gmail tools:
Finding the perfect CRM for Gmail starts with identifying features that align with your business needs. Here’s what to prioritize when choosing a CRM. 👇
🔍 Did You Know? Gmail remained in beta for over five years, even as it became one of the most popular email services. The beta tag was finally removed in July 2009.
Staying on top of customer relationships can be tough when you’re relying on Gmail alone.
Here are 10 CRMs that integrate with Gmail and help you manage your communications more efficiently. 📧
If you’re looking for a CRM that makes managing customer relationships effortless, consider ClickUp.
ClickUp’s CRM is truly an all-in-one solution that goes beyond just managing customer data—it brings your tasks, communication, and projects together in one space. Plus, it syncs effortlessly with your favorite tools, keeping everything connected.
Its customizable dashboards let you track sales pipelines, deal statuses, and revenue metrics at a glance. Automations simplify repetitive tasks like follow-ups and reminders, saving you hours of manual work. Plus, ClickUp’s collaborative features, such as comments, @mentions, and shared ClickUp Docs, keep your team aligned and your customers happy.

The ClickUp Gmail Integration brings a whole new level of ease when managing tasks and emails in one spot.
With just a few clicks, you can convert any email into an actionable task, assign it, set priorities, and link it to relevant projects in ClickUp. This Gmail integration makes it easy to attach emails to tasks, so you’ll always have important details for email tracking organized within the task itself.

What sets this integration apart is its ability to work with ClickUp Automations. Instead of manually creating tasks from emails, you can automate the process.
For example, you can set up an automation to turn any email from a particular client or with a specific subject line into a task in ClickUp, saving you time and reducing the chance of missing important follow-ups. You can customize the rules so tasks are automatically assigned, prioritized, or tagged based on the email’s content.
As soon as a task is created from an email, you can instantly start adding ClickUp Task Comments, asking questions, or updating the team.
Now, tie that in with the ClickUp CRM Template, and it gets even better. You can create pipelines that align with your unique needs, giving you a clear view of your leads and how to manage them effectively.
The detailed reporting tools give you valuable insights into key metrics like conversion rates and sales cycle length, allowing you to make data-driven decisions.
📖 Also Read: How to Create Your Own CRM in ClickUp

Streak transforms Gmail into a CRM platform, bringing sales and customer communication to your inbox.
Designed for small businesses and agile teams, it eliminates the need for external tools, offering a seamless, integrated experience.
🔍 Did You Know? ‘Gmail’ stands for ‘Google Mail,’ but it wasn’t the first choice. Early on, Gmail’s developers called it ‘Caribou’ internally, inspired by a Dilbert cartoon.

HubSpot CRM delivers a comprehensive platform for managing sales, marketing, and customer service. Its free core functionality makes it accessible to businesses of all sizes.
The tool tracks sales pipelines, streamlines customer interactions, and automates CRM email marketing efforts with a focus on aligning workflows. This free CRM is a reliable choice for businesses looking to enhance productivity without a significant upfront investment.
🧠 Fun Fact: Gmail supports keyboard shortcuts for almost every action, from composing an email (‘C’) to archiving messages (‘E’). Power users can enable even more shortcuts in settings.

Copper CRM provides an intuitive, Gmail-native experience for businesses deeply rooted in Google Workspace. Known for its simplicity, Copper tracks customer relationships, automates workflows, and manages pipelines within a familiar interface. It automatically scrapes contact information and logs emails between users and contacts without requiring manual entry, ensuring that all interactions are recorded accurately.
📖 Also Read: Top 10 Copper CRM Alternatives

Zoho CRM is a feature-rich platform that adapts to businesses of all sizes, offering customization options with scalability. Use it to bring various communication channels (email, calls, social media) into one platform for seamlessly tracking customer interactions.
As part of the broader Zoho ecosystem, it integrates seamlessly with tools for accounting, marketing, and customer support. Features such as shared calendars, document libraries, and team feeds facilitate collaboration among team members.
🧠 Fun Fact: Gmail’s labels serve as a personal CRM for organizing contacts and tracking conversations long before extensions made full-fledged CRMs possible.

Pipedrive simplifies the sales process with its visually driven pipeline management, enabling teams to track deals, forecast revenue, and automate administrative tasks.
With its drag-and-drop email builder and readymade templates, anyone can easily create engaging email campaigns. Its focus on user experience makes it helpful for teams looking to streamline deal progression.
📖 Also Read: How to Manage Multiple Gmail Accounts

NetHunt CRM integrates advanced CRM functionality directly into the email interface, letting you manage customer relationships without leaving the inbox.
Designed for businesses using Google Workspace, NetHunt allows users to easily manage workflows, track customer interactions, and organize data. It also supports integration with various communication tools like LinkedIn, WhatsApp, and Facebook Messenger for comprehensive lead engagement.
🧠 Fun Fact: Gmail supports over 100 languages, including quirky ones like Pirate Speak. Aye, ye can send emails like a buccaneer!

Salesmate is tailored for modern sales teams, focusing on customer relationship management across multiple communication channels. Its ability to provide actionable insights and enhance team productivity makes it a good choice.
Users appreciate the ease of designing a customer journey in Salesmate and praise its user-friendly interface for simplifying their work lives.
💡 Pro Tip: Start with the essentials when implementing a CRM. Focus on core features that align with your business goals and introduce them in phases. Provide thorough training to ensure your team adopts the system effectively and maximizes its potential.

Teamwave offers a unified platform that integrates CRM, project management, and HR tools. Its straightforward interface and core functionalities make it a cost-effective solution for teams looking to manage customers, projects, and workflows.
TeamWave also provides advanced contact management features, including the ability to categorize contacts with tags, import from various sources (like Outlook and CSV files), and retrieve data from platforms like LinkedIn.
💡 Pro Tip: Use Gmail’s filters and labels to auto-sort emails, and the ‘Multiple Inboxes’ feature to separate unread, starred, and actionable emails. Archive the rest to stay at Inbox Zero.

Freshworks CRM delivers a competent solution for businesses looking to leverage AI-powered insights in their sales processes. Its AI-based lead scoring allows you to prioritize leads based on their likelihood to convert. And automations enable you to take routine work off your plate, such as updating records and notifying team members about changes in deal status.
With its robust suite of tools and user-friendly design, Freshworks CRM transforms raw data into actionable sales intelligence.
Freshsales and Freshsales Suite
Freshmarketer
🔍 Did You Know? Gmail was created by Paul Buchheit as part of Google’s ‘20% time’ initiative, where employees could dedicate one day a week to personal projects.
Finding the right CRM for Gmail can make a huge difference in your productivity (and top line).
With so many incredible options, from deep Gmail integrations to visual sales pipelines, there’s a perfect match for every business need. Whether you’re managing leads, tracking sales, or simply trying to keep your inbox under control, a Gmail-friendly CRM can help you stay organized and focused.
That said, if you’re looking for an all-in-one solution that goes beyond just emails, ClickUp steals the show. Its effortless email-to-task conversion, powerful automations, and customizable workflows transform how you manage your customer relationships.
Plus, it integrates seamlessly with Gmail and so many more sales tools you use daily, making it the ultimate tool for streamlining workflows and boosting team collaboration.
Sign up for ClickUp today!
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