How to use Gmail as a CRM

Watch this video tutorial on how to use Gmail as a CRM. Head to pxle.me/L2D4GQFW to check out NetHunt CRM for Gmail. Sign up today for free. By the end of this video, you’re going to know all about TWO different methods for turning your Gmail and Google Workspace platforms into fully functioning CRM.

Time-codes:
0:00 How to use Gmail as a CRM
0:41 Method #1: use Gmail CRM software solution
1:05 NetHunt, CRM that lives in your Gmail
1:59 How to sync NetHunt CRM with Google Contacts
2:43 How to send bulk email campaigns in NetHunt CRM
3:05 Method #2: use Gmail as a CRM
3:17 How to use Google Contacts as a data management tool
4:04 How to segment your clients in Gmail, use Gmail Labels
4:50 How to send bulk email campaigns in Gmail
5:08 How to create email templates in Gmail

Download our guide on how to choose CRM for your business:
pxle.me/zNRRmXrq

Head to Gmail Productivity book to open up an explosive potential of Gmail for your business:
pxle.me/dvFd9GR1

Head to NetHunt blog for more Gmail productivity tips:
- How to Track Emails in Gmail pxle.me/2DB1Ce-Y
- Absolutely Everything You Need to Know About Gmail CRM pxle.me/fiOA10N_

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1. The easiest way for how to use Gmail as a CRM is by using the services of… a Gmail CRM. The best CRMs live in Gmail. NetHunt’s got everything you’ll possibly need.

- Full Gmail integration.
- A shared dashboard.
- Email campaign features such as mail merge and tracking.
- Google Workspace integration (Drive, Calendar, Hangouts).
- Third-party app integration through Zapier.
- Customisable sales pipelines.
- Valuable sales process insights with a set of customisable filters and views.
- Full customisation of the system, including folders and fields.
- Bulk email campaigns with trackable performance (open and click rates).
- Downloadable reports and statistics.
- User roles and permissions.
- Mobile apps for iOS and Android.
- Stunning customer support.
- Unlimited address book.
- Unlimited email sends in a day.

There’s a 14-day free trial waiting for you. pxle.me/L2D4GQFW

2. If you’re not there yet, you can use Gmail as a CRM.

At the core of every good CRM system, is data management. Google’s data management tool is called Google Contacts. Add new contacts, import them, export them, edit them, send emails to them, search through them, merge them, restore deleted ones, and share access with team members for contacts they may need.

Google’s Labels feature offers segmentation of data.

1. Head to Add / Edit Contact.
2. Find the label section next to Add contact / Edit contact; click on it.
3. Choose a pre-set label or create your own.
4. To find the segmented groups, simply click on, or search for, the label you want to see.

To open a line of messaging to a particular segmenteed label, Gmail and Google Contacts work together to provide a pretty reliable bulk email feature.

1. Start composing an email as you normally would.
2. Click the ‘To’ field.
3. Start typing the name of your segmented list of contacts.
4. Choose the right group from autofill.
5. Hit send.

You can create templates in Gmail to fully automate your bulk email Gmail campaigns. Check it out.

1. Open the Compose box.
2. Type out the email you want to template.
3. Hit the three dots at the bottom.
4. Templates.
5. Save draft as template.
6. Save as new template.

Using Gmail CRM software solution, or using Gmail as a CRM? Tell us in the comments. Follow this link pxle.me/L2D4GQFW to try NetHunt as your Gmail CRM, and watch your business grow.

Music: bensound.com

#GmailCrm #howtouseGmail #NetHuntCRM