Zoho CRM for Gmail is a convenient and powerful tool that integrates Zoho CRM's functionalities into Gmail. Users can create new leads and contacts, log calls and add tasks, events, and notes without having to switch to the Zoho CRM window. This extension provides a complete customer profile upon opening an email from the customer, thus enabling users to keep better track of prospective deals and clients. It also facilitates timely and accurate CRM updates, enhancing the return on investment in CRM systems.
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• 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.
These summaries are automatically generated weekly using AI based on recent user reviews.
Chrome Web Store does not verify user reviews, so some user reviews may be inaccurate,
spammy, or outdated.
Pros
Ability to add new leads or contacts without leaving Gmail.
Allows viewing CRM information directly from Gmail.
Cons
Does not allow selection of users on an email thread to add to CRM.
Lacks search functionality in the 'All Accounts' section.
Multiple steps required to access specific client opportunity pages.
Limited support and numerous bugs.
Most mentioned
Issues with user selection in email threads.
Multiple steps needed to access specific information.
Lack of effective support.
Recent reviews
I Used it in the past, and tried to reinstall now, but the new login with Google Auth did not work. Tried to reach out to Zoho CRM support and was sent back to Google Support. I will get lost....
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.