Gmail integration with CRM

Vtiger Gmail integration tracks emails, manages contact data, and drives sales opportunities from the Gmail inbox

Vtiger Gmail add-on/plugin - Get a 360° view of your contact from a convenient sidebar inside of Gmail on all of your devices.

The Gmail Add-on brings Vtiger CRM right into your inbox, intelligently furnishing customer insights based on messages you receive to help you get things done faster. More importantly, the add-on saves you time by letting you complete actions right from your inbox without toggling applications and interrupting your workflow.

Features

  • 2-way sync between Gmail and Vtiger CRM.
  • See a contact's or lead's entire profile and history inside Gmail.
  • Add or associate existing Vtiger contacts to the email that you receive.
  • See a complete contact history, add comments, archive the email, update an opportunity or even respond to a case.
  • Quickly create a lead or contact, and assign it to a salesperson.
  • See or add new notes, opportunities, events, tasks, or other information.
  • Track case history, respond to and close cases within Gmail.
  • Archive an email for future follow-ups.
  • Create follow-up meetings and view upcoming events.
  • Attach emails to the contact record.
  • Go-To Actions allows users to easily execute assigned actions with just a single click on Action buttons or Inbox Actions.

Benefits

  • Organize emails and manage communication seamlessly with customers.
  • Add comments to collaborate with your team.
  • Create follow-up events and build better client relationships.
  • Get insights about your contacts, which is especially helpful when you meet or discuss.
  • Helps users accomplish their tasks within Gmail only.
  • Saves time for users and Avoids implementation efforts.

Available in these editions:

Sales Starter Sales Professional Sales Enterprise One Professional One Enterprise

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