Some people are using Gmail as a CRM solution. With a few add-ons.
We take a look at three tools that have the potential to turn Gmail into a total CRM solution.
Write Than Name
This video was inspired by a friend of mine, Tod Maffin who does use Gmail as his CRM solution. Several of the ideas in this video were lifted liberally from Tod. If you don't like the idea of using Gmail as a CRM solution, blame Tod!
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Hey big guy, any new views on CRM in or can connect easily with Gmail?
I’ve been playing around with/reviewing a couple but would love to hear your current thunks
How about a video here or on Webinar Wednesdays soon?
cool video! Selecting a crm software for your business is a crucial process. But, when you have list of best CRM software in the market, it becomes little easier.
Dotto your a legend in Canada! Thanks for thinking of the small guys, all entrepreneurs need this info to use there valued resources towards surviving for the first couple years. You help entrepreneurs succeed and they can change generations
Steve, that was a good, helpful video. Thanks.
I have a question though. When using Gmail as a CRM, is there any way you can share your contacts, tasks and reminders with colleagues?
Also, is there any way to tag and track your sales pipeline?
I stumbled on your videos as i was looking for a CRM addon for Google and I am on cloud nine. Love your videos !!! I am going to try to watch them all to get a better prospective of Google and Gmail and its hidden features.
I am in the tech business and I cannot wait to tell my associates about your site.
Hi dottotech as CRM user I would like to recommend one
E -LEARNING PLATFORM FOR FREE to #zoho and #crm of the highest quality.
Http://campusz.eu/ _ __
I'm sure it will be your profit .
Greetings and congratulations on the channel :)
I am looking for a CRM to manage contact- and task-related calls, mails, etc. and to automate workflows.
I wonder whats on your mind about bitrix24? Looks like an all-tools-in-one-solution.
Do you have an opinion on that? Alternatives like Zoho, Insightly, etc. would also be cool to get tested by Dotto.
Maybe you could make a comparison-Video like:
"The 5 smartest CRM-Systems for small busines"
+Simon Block I have two small business and am currently exploring lower-end CRM solutions. What I've found is that they all seem to have draw backs. It's likely a product of "you get what you pay for" but for $35/month per person (or less) I always seem to be disappointed that a needed feature is missing or the producer has crafted a work-around for a lack of integration. My latest test is a combination of Streak, Rapportive and YesWare (in addition to some of the tools in Steve's video). So far, so good! Please let me know what you've found!
+Simon Block Hey Simon, I don't do full comparative reviews, I dont have the resources, that is why you see my videos more along the line of "this is how you can do X" I think you are on the right track with the apps you are looking at, the key to a CRM is not look back once you chose one! Dive in and make the most of the one you chose!
Nice sharing however, but this approach would entail additional administration, paying different 3rd party apps. In nowadays, its better to focus on one centralized ERP software sort of stuff than chopped apps
+francis b (Asian Covers) It may, although this video is older I can still see the value to building your own system with just the features you need. I do not think one approach is "better" it is just what works for you.
Steve, very interesting. Would you happen to know of a simple scheduling system. I manage 5 trainers who schedule
an additional trainer who works with a trainee. In other words, we have to be able to schedule 2 to 3 people to both train
and block the schedule of the trainer, trainee.
+Bobby Jay I did a demo on scheduling software, there are a number to choose from, but you really need to look at each one to see if it fits your needs. Calendly is very popular, I am now using ScheduleOnce.
Hey Steve- really like your videos- I've gotten a bunch of extensions you have suggested and they are really helpful....2 Questions about active inbox
1) How do you get the tabs at the top? At minute 5:05, you have "Action" , "Waiting On", the time clock, "project" right above all your emails. I can't figure out how to arrange this
2) My inbox gets buggy when I have a few compose windows open. Does this happen to you? Might be a PC thing- I have a mac at home.
Finally- you may have reviewed this but , Inbox Pause is a great extension- allows you to shutoff and focus.
Now there are a new CRM based on Google products (Gmail, Drive, Docs, Hangout..) all in ioGrow CRM for example you can add leads directly from Gmail... you cant test it at iogrow.com, waiting for your feedbacks Steve as you have experience on that. Thank you!
+dottotech Yes I use it as a CRM solution as I can import my orders directly into it from a CSV file, then I can attach any eMails relating to the order by a single click via a macro, and also create tasks/actions against the orders directly from emails/phone calls etc and it also links in to Evernote so its like an "everything in one place" application for me and its available via web or Apple IOS and Android :)
ActiveInbox has improved and changed a huge amount since this - any chance of an update Steve? We've got due dates that return tasks to a 'Today' section above your inbox, Google calendar syncing for all your deadlines and even a 'Send Later' option.
Mobile app going into Beta this week if you want a first look - just ping sam at activeinboxhq dotcom and he'll get you onboard!
Help! I have a team of 4 guys. We have a group set up with [email protected] email address. We have Apps for work setup with 4 inboxes (each of our respective [email protected] I simply want a way for one of us only to be picked up and be able to respond to a customer enquiry sent to our [email protected] group and not have another person also pick it up and respond to it. I also then want any of the team to be able to search for this resolved email conversation in the future should the customer call up or come into our shop and then we can view the email conversation and deal with the customer accordingly. We used to do this so simply using Apple Mail and folders, we moved to google apps thinking this would be so straight forward but it aint! Also with groups we cant have our email signatures drop in automatically! Help! This is driving me insane! I'll go to another CRM tool if I must..
What video editing tools do you use? I love the way your visual intro, audio and logo transition! The thumbnail is something I would like to be able to modify, great job by the way, I really enjoy your videos!
Found this some great info. Some other good tools: http://www.yesware.com/ email scheduling and tracking ( much like streak which I just found on this thread). and https://rapportive.com/ : which pulls social info to gmail, basically putting a face to the name, and pulls their last social posts.
Enjoyed the video and found quite useful. Just wondering if there is a gmail gadget which can start video chat and display video inside the gmail page, so that user can watch video and check his email simultaneously and enlarge the video when needed.
Great job on the GMAIL as CRM I enjoyed it very much. Especially the "!". I was using an A to keep it at the top of the list, which worked fairly well for me, but, not as good as this is going to. Thanks!!!!!!!!!!!!~ smileyswelove/327/ ~
Have you tried Streak? It's the best I have tried, love combining relevant emails in a "box" right in the inbox... I am just making a mailmerge tutorial for it, search my name and check it out if you want. Cheers, Mark.
Aren't some of these functions included in Gmail's Labs? There was one 3rd party stand-alone that worked with Outlook called Xobni (inbox spelled backwards) that was extremely powerful. I haven't seen it around for awhile. What I need is a purging system that will make mincemeat of an overloaded inbox...in a few clicks!
I am a huge fan of boomerang and have the pro version on two accounts. I work with the team at WriteThat.name as well, so if you have any questions, shoot them off... and Tod Maffin is indeed inspiring ;-) (nothing to blame this round!)
The problem is not that Facebook and Google are the only advertising platforms. The problem is that they are considered mainstream media and without these two, the trend of cryptocurrencies gaining legitimacy is delayed. That is right, I said delayed not blocked or prevented.
The World Has Changed.
Five years ago, when bitcoin was unknown to most people, this might have been a fatal move. Today is a different story. I recently traveled to a remote mountain town in the interior of Mexico. Everyone I met had heard about Bitcoin and eyes lit up with excitement when I ask if I could pay for lunch with bitcoin.
Today are dozens of websites dedicated to cryptocurrencies, either holding them, exchanging them or just writing about them. Probably the most effective advertising remains on Google, it is called Google Search and it is free.
If someone wants to learn about owning bitcoin or any other currency, there is a ton of educational information.
The Flipside Is Being Ignored.
Not All Regulation Is Inherently Bad.
If we examine the full spectrum of regulation to this point on a global scale there is one common target most everywhere. That is the practice of exchanges. So far there has been little or not regulation, threatened or enacted, to protect investors from loss of funds due to security breaches.
Capitulation Is A Good Sign.