What is InboxCRM - Personal CRM for Gmail by PandaDoc?
InboxCRM - Personal CRM for Gmail by PandaDoc is a Chrome extension that allows you to upgrade your Gmail interface to a custom CRM. It enables you to create custom pipelines for sales, fundraising, hiring, and other areas of your growing business within Gmail. With features like tracking multiple pipelines, creating unlimited deals, storing all relevant information, leaving notes, and being completely free to use, InboxCRM helps you work more efficiently.
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Why flip between your inbox and sales tools when you can set up your ideal workflow within Gmail? Forget complex set-ups — now you can create custom pipelines for sales, fundraising, hiring, and other areas of your growing business.
✅Designed for your inbox
Upgrade your Gmail interface to a custom CRM. Manage all your deals within Gmail and create a custom pipeline that reflects your sales cycle.
✅Keep it simple with the CRM essentials
Built with simplicity and usability in mind, InboxCRM is the solution for individual contributors, small teams, and startup founders.
The UI is excellent. It's like streak but missing a few critical items:
1. Not possible to add an existing conversation into a specific stage of a pipeline
2. no side bar
3. No click to call
4. does not tag the stage or deal name to existing emails
Facing the same issue as the most recent review poster. There's not a way to add an existing conversation into a specific stage of a pipeline. This is where Streak shone.
Totally loving the idea of the simplicity of the extension fit for solopreneurs. Especially after Streak axed its Solo and Free tiers without warning. In fact, I learned about this extension from a Reddit thread discussion the latter. However, I'm a bit lost - I'm not seeing any way to create a new deal from existing emails, which is a large part of how deals come in. I only see a green "+" sign when I choose to manually create a new email. But not when replying (say, a conversation has become a lead) or when wanting to elevate existing emails to deals, which is the main point of doing CRM inside Gmail in the first place. I disabled various extensions that could be interfering with InboxCRM to no avail. Wondering, if I'm missing something or this is in fact not a function currently available.
Market K12, 2024-08-28
Nizar Bhojani, 2024-07-25
Marko Lepik, 2024-07-07
