CRM for Google Workspace
Some Google Workspace users rely on a simplified version of a CRM by using a combination of email contact lists, Google Sheets, and Google Docs, but this method has limitations. Capsule's CRM for Google creates a powerful combination to help you optimize every interaction.Try Capsule for free
Use Capsule in your Gmail inbox
Easily store new contacts and email history directly from Gmail. See existing details about a contact when you open an email and add follow-up tasks and record sales opportunities.Install the Gmail add-on
Sign in with Google
Simplify your workflow by using Single Sign On (SSO) to access both Google Workspace and Capsule. Seamlessly switch between the two without having to log in twice.Learn more about Single Sign On
A More Powerful Google Workspace
Google Workspace is already a powerful set of tools. But by integrating Capsule, you can manage customer data, track leads, and automate sales processes, all within the same familiar Google Workspace interface. You can also reduce manual data entry and improve communication and collaboration between teams.
360 View of Your Clients and Projects
Capsule provides a full view of your clients by organizing all of their data, including project requests and delivery dates in one centralized location and within your Google Workspace. You can access all of the necessary data and applications in a single location with all your files on Google Drive, client information on Google Contacts, and project schedule on Google Calendar.Learn more about Tasks & Calendar
Manage your to-do list with powerful task management
Prioritize what needs doing and follow a winning process with automated task workflows. Use our Google Calendar integration to see tasks side-by-side with your events to help plan your time.Learn more about Tasks & Calendar
Manage Your Sales Pipeline
Capsule and Google Workspace provide businesses with a range of features for managing sales pipelines. With Google and Capsule, you can easily track and manage leads, create customized pipelines, and set reminders for follow-up calls and appointments. You can visualize sales pipelines, identify areas that need improvement, and make data-driven decisions based on your client relationships.Learn more about Sales Pipeline
Make more informed decisions with insightful reports
Understand your business inside and out, including where opportunities are being won and lost with our insightful sales reports. Use our Looker Studio integration to access additional data points and build custom reports.Learn more about Sales Analytics
Organize Files and Data
Capsule's CRM for Google allows you to keep your important contact data and related documents in one place. You can either attach files or link out to relevant files hosted in Google Docs.
Do even more with integrations
Get more done in a day by connecting Capsule to your Google Workspace tools, giving you a complete view of your clients and tasks. Power up the combination of Capsule and Google Workspace with our supported integration platforms, or if you're using another CRM get started quickly by using one of our migration integrations:See all our integrations
Use the Capsule Zapier CRM integration and find more ways to automate CRM tasks.
Make, the internet's glue. Seamlessly transfer data between Capsule and hundreds of other apps.
An automated CRM data migration service designed for smooth, accurate and secure migration.
Use the Capsule CRM integration for Xero and get one complete view of your business.
Combine Capsule with Google Productivity Tools
Improve the efficiency of your company's sales and marketing teams by using Capsule with these Google tools:
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.
Benefits of Google Workspace with a CRM
Integrating a CRM with Google Workspace can help centralize your business workflows and make them more efficient. Here are some benefits of using your Google Workspace with a CRM:
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.
Try Our Google CRM for Free
If you're still in the process of exploring the various possibilities offered by a CRM, then Capsule is the ideal platform for you. Our free version is available for Google Workspace users - with up to 250 contacts. Capsule provides access to all the fundamental features of a Google Workspace CRM, allowing you to enhance your client management process, automate administrative tasks, and begin adopting new technologies.
We also offer a 14-day free trial for all our paid plans. During the trial you can use both the website version and mobile app. If you decide to proceed with a plan, you can choose from our four paid plans: Starter, Growth, Advanced and Ultimate.