Turning Google into a CRM: Integrating Google Tools for CRM Purposes

05 December 2023 - Customer Service Software Proposal Software Customer Relationship Management

Share this article :

Share Insight

Share the comparison insight with others

Turning Google into a CRM: Integrating Google Tools for CRM Purposes

Google’s suite of tools, including Gmail, Google Sheets, and Google Contacts, can be leveraged to function as a Customer Relationship Management (CRM) system¹ ² ³ ⁴. This allows businesses to organize and manage customer data, automate processes, and maintain long-term client relationships within the familiar Google interface¹.

Integrating Google Tools for CRM Purposes

Gmail as a CRM

Gmail can be turned into a CRM system by organizing and managing customer data inside Gmail, saving email templates, and sending bulk emails¹. Gmail’s labels are another feature that turns Gmail into a CRM system¹.

Google Sheets as a CRM

Google Sheets can be used as a CRM by storing essential prospect and customer-related data, visualizing your pipeline, and automating communication².

Google Contacts for CRM

Google Contacts can be used in conjunction with Gmail for CRM purposes³.

Relevant SaaS Products for the SaaS Subscription Stack

Several SaaS products offer subscription management solutions that can be integrated with Google tools for CRM purposes. Here are a few:

Chargebee: A revenue growth management platform that helps businesses acquire, grow, retain, and manage customers⁵.
Stripe Billing: A platform that allows businesses to manage customers, from simple recurring billing to usage-based billing and sales-negotiated contracts⁶.
Zuora: Provides a monetization platform that unlocks new business opportunities and automates complex revenue streams⁷.
Pabbly: Allows businesses to connect their favorite applications within minutes and automate manual work⁸.
FastSpring: A financial operations platform that enables B2B SaaS teams to manage any GTM, calculate revenue, and generate custom, drillable reports⁹.
Paddle: A complete payments, tax, and subscriptions solution for SaaS¹⁰.
Maxio: A financial operations platform that enables B2B SaaS teams to manage any GTM, calculate revenue, and generate custom, drillable reports¹¹.

Conclusion

Integrating Google tools for CRM purposes can be a cost-effective and efficient way for businesses to manage customer relationships and automate processes. Additionally, several SaaS products offer subscription management solutions that can be integrated with these Google tools, providing businesses with a comprehensive CRM solution.

Relevant Links: