أنشئ حسابًا أو سجّل الدخول للانضمام إلى مجتمعك المهني.
It may just be the address book in Gmail, but it's surprisingly powerful for the most basic CRM tasks: tracking all the info you need to know about people, and finding conversations with them quickly. You can add all of their info, save notes about them, and see that info beside their emails in Gmail by default. Then, click a contact's page, and you can quickly find all the conversations you've had with them from the menu buttons on the top
Quite a few CRMs feature a Gmail extension; there's even a 3rd party Gmail extension for Salesforce. But if you want to use CRM inside of Gmail, and literally never have to go anywhere else for anything, there's two apps that are best: Google Contacts—no, really. It may just be the address book in Gmail, but it's surprisingly powerful for the most basic CRM tasks: tracking all the info you need to know about people, and finding conversations with them quickly. You can add all of their info, save notes about them, and see that info beside their emails in Gmail by default. Then, click a contact's page, and you can quickly find all the conversations you've had with them from the menu buttons on the top. Streak—as OP has said ended up working best for them. It's a 3rd party CRM that literally lives inside Gmail, and is customizable enough to be useful for most basic CRM and even support needs.
Thanks for the invite ............................ agreed with the answers Mr. Cristian Florin dascalu
