CRM for Gmail: Manage your business through Gmail.

Many businesses that claim integration with G Suite cover only or or two aspects of WORK[etc] integration, and often don’t sync both ways.

WORK[etc] adds more meaning to G Suite. When you open an email in Gmail, the WORK[etc] Gadget will load the contact data of the sender, giving you necessary context. If there isn’t a contact that matches, you can create one on the fly. Use an email to create new entries for leads, projects, support cases, and other activities, or update existing items using the information contained within an email.

G Suite Sync
Sync WORK[etc] with Google Contacts and Calendars, and access Google Docs from inside WORK[etc].

Customizable Platform
Track custom data in any activity. Set granular permissions based on employee, role, or module.

Client Histories
Capture your entire relationships on a client’s profile, including conversations and activities you’ve worked on.

Website Integration
Apply web forms to your website and turn new entries into leads, contacts, or support cases.

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How It Works:

Using our CRM for Gmail, you can manage your entire client lifecycle in one place. Bring in opportunities through web forms automatically and use custom sales stages to qualify your leads. When a sale is won, convert it into a project, quote, or invoice. Track a list of tasks, collaborate on projects, handle support cases, and log all time spent working. Use expenses, milestones, and other billable items to create an invoice for your client. Then, view any aspect of your relationship, all items you’ve worked on, and any correspondence – on that client’s profile history. This includes all emails back and fourth, activities you’ve worked on, comments you’ve made, and documents you’ve created.

Managing your business becomes even easier when you can do it from your email. The WORK[etc] CRM for Gmail allows you to turn emails into new leads, tasks, projects, support cases, and other items right from Gmail. Our gadget will also load sender context, and allow you to clip an email to an existing item. All changes and responses will update in WORK[etc] immediately. This functionality makes it possible to correspond with your team members and clients from anywhere, while being able to track all communication centrally under one app.