CRM for G Suite

CRM for G Suite

CRM for G Suite

 CRM for G Suite makes it easier to collaborate, communicate, and share information from a single platform. By synchronizing Google Mail account with the CRM you will be able to perform the following actions from your CRM account: 

  1. Attach documents from Google Drive
  2. Export events to Google Calendar
  3. Add contacts from Google Contacts
  4. Synchronize Gmail with CRM
Benefits
  • Manage all your Email interactions with customers from single platform.
  • Better perspective on your customers' views and needs as you can track the Email interactions handled in Google Mail inside the FCRM and vice versa.
  • Free yourself from the hassles of attachments and mismatches in versions as you can directly attach files from Google Drive within the CRM.
  • Be up-to-date with the CRM appointments by exporting them to your Google Calendar and collaborate with your colleagues.
  • Easily import and get access to your Gmail contacts from within the CRM.
  • Log in to the CRM from Google's universal navigation with your credentials.
Key Features

The table below provides details on the various features:

Feature
Description
Activate the CRM
To activate the CRM from - Solutions Marketplace
Add G Suite Users
To add users from G Suite to the CRM
Import Contacts from Google Contacts 
To import business contacts from G Suite to the CRM Contacts module and then share with other CRM users
Synchronize Gmail with CRM
To send and receive Emails to business contacts from Google Mail and synchronize with the CRM data. You can also send and receive Emails from the CRM and update in Google Mail.
Attach Files from Google Drive
To attach files (documents, spreadsheets, presentations etc.) from Google Drive to the CRM modules
Export Events to Google Calendar
To export events from the CRM to Google Calendar and then share with users
The CRM Contextual Gadget for Gmail
To add leads/contacts and the related notes, tasks, potentials to yourCRM account from within Gmail.
The CRM Web Forms for Google Sites
To create web forms and publish it to Google Sites.
Synchronize Google Contact
To schedule synchronization of contacts between the CRM and Google Contacts.
Synchronize Google Calendar
To schedule synchronization of events between the CRM and Google Calendar.
Export Tasks to Google Tasks
To export tasks from the CRM to Google Tasks.
 CRM to Google Ads
Import your Ads marketing investments into the CRM to see which keywords and campaigns are responsible for each offline sale and export the CRM sales data into AdWords to optimise your bids and budgets better.


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