CRM for Google Workspace

With Capsule's CRM for Gmail, you can enjoy the convenience of having all your communication in a single inbox, eliminating the need to switch between tabs and windows to read messages and record crucial business information. Capsule with Gmail enables you to sort your contacts and arrange the content that is relevant to you, making it easier to access and manage information.

You can use links to Google Drive docs to enable easy access and management of your business files and documents. This allows you to allows you to attach files from your Google Drive to your Capsule records, thereby streamlining your workflow and saving time. Additionally, by using Google Drive and Capsule CRM you can access and share files securely, collaborate with team members in real-time, and have a centralized repository for all your business documents.

Create interactive reports and extend your analytical capabilities even further. Looker Studio opens a new avenue of exploring your Capsule Data. Capsule's Looker Studio Connector integrates directly with Capsule so you can easily design your own reports. Using the Looker Studio Connector means you'll have additional data points available that aren't usually available in Capsule, allowing you to create reports based on data such as the number of days it takes to close a deal.

Keep your Google Contacts up to date by syncing them from Capsule. By connecting Capsule to Google Contacts, you can automatically add contacts from Capsule to your Google Contacts, have Capsule contacts at the ready when composing an email in Gmail, and set up a dedicated 'Capsule Contacts' group to help you segment your contacts in Google.

See Capsule CRM tasks side by side with your calendar events using the Google Calendar integration. The Google Calendar integration generates a calendar feed that you can subscribe to. By connecting Capsule to Google Calendar, you can see your Capsule tasks side by side with your calendar events. This is useful for planning your time and avoiding scheduling conflicts.

Allow all users to log in to Capsule with their Google Workspace credentials by enabling Single Sign On. Instead of having to remember and manage a Capsule username and password, you can connect Capsule to your Google Workspace domain and use Single Sign On. You and all your Capsule users can log in to Capsule using your existing Google credentials and enjoy a secure, seamless experience.

Google Workspace provides several accessible collaboration tools, such as Google Docs, Sheets, and Slides, which can be used to share and collaborate on documents with team members and clients. Integrating a CRM with Google Workspace can help streamline collaboration on sales and customer data, providing easy access and transparency for all.

Google Workspace has centralized communication options for clients, professionals, and teams within a company or organization. You can use Gmail for email and Google Meet for video conferencing, while a CRM is open to gather, share, and collect data. This setup simplifies communication with team members and clients.

Integrating Google Workspace tools with your CRM can automate workflows, especially tasks that used to require manual entry, such as when a lead is added to your CRM, when a new contact is added to your Google Workspace account, when a product or service needs new description, or when new meetings or appointments are scheduled. You don't have to spend time manually entering the same information in multiple platforms, reducing the risk of errors and ensuring that all client or customer data is accurate.

Integrating a CRM with Google Workspace can ensure the accuracy and consistency of your customer and client data. With a single database, customer data can be automatically synchronized between your CRM and Google Workspace applications such as Google Sheets to make sure that records are always up-to-date.

You need valuable insights into your client or customer behavior and preferences to improve your relationships with them. Integrating a CRM with your Google Workspace provides you better insights and analysis of your clients and customers, enabling you to tailor your sales and marketing efforts to their specific needs. You can track customer interactions with your business such as website visits, email opens, and social media engagement, then build a comprehensive view of their preferences and behaviors through reports using Google productivity tools like Google Sheets, Google Docs, and Looker Studio.