Zoho CRM for Gmail is a email extension for chrome. also, it is crm extension and zoho extension. it's a free extension and is featured in Productivity, it has 30,000+ active users since released its first version, it earns an average rating of 4.03 from 74 rated user, last update is 653 days ago.
Highlights: • Create new leads and contacts right from Gmail. • See complete lead/contact detail when you open a mail. • Add tasks, events, log calls for a customer. • Create deals and notes for instant update. • FREE extension; no credit card required. • Installs in seconds, easy to use. ⦿ Manage your Zoho CRM from Gmail. Why switch windows when you can manage your CRM from Gmail? Zoho CRM for Gmail shows you a complete customer profile immediately upon opening an email from the customer. Instantly view customers’ contact information without opening Zoho CRM. You can create new Contacts and Leads, and log calls, add tasks, events, allowing you to keep better track of prospective deals and customers. ⦿ Keep track of all your information. Convert leads to contacts, add, edit and delete notes, events, tasks, log calls using this powerful extension. It's easy to use interface helps you see all the information when you need it. ⦿ Make the most out of your CRM investment. Increase your ROI by entering timely and accurate information about your leads and contacts in your CRM system. Create tasks and notes to keep your CRM always updated.
You could download the latest version crx file or older version files and install it.
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This used to be great. BUT their updated version doesn't let you choose which user on a given email thread you want to add to the CRM. It's so bad that on an email between me and a single prospect, if only gives me the option to add Myself to the CRM! Useless.
Has value, but a long way from Salesforce Gmail plugin The most valuable feature is adding a new lead or contact without leaving Gmail. The shortcoming, is that Zoho CRM for Gmail only recognizes the most recent sender in a thread. Unlike Salesforce, which detects all the to: and cc: participants on an email, Zoho does not. Simply put, this means that when one sends an email of introduction, the introduced party is not detected by and offered by Zoho for addition as a lead or contact. Only the sender is detected and offered. If the sender is known, which is the common condition for referrals, then Zoho CRM for Gmail provides no value. A more valuable version of Zoho CRM would offer a list of "related" individuals gleaned from the email addressees.
It would be useful to me if it linked me to the opportunity page, rather than the lead or contact page in Zoho. The way it is now, I have to open the contact page in Zoho, and then from there I have to open the opportunity page. Because Zoho is so painfully slow to load usually, it's faster for me to use a different method than this app. Developers: please consider adding the ability to open the opportunity in Zoho directly from Gmail, and I will happily give this 5 stars.