Item logo image for InboxCRM - Personal CRM for Gmail by PandaDoc

InboxCRM - Personal CRM for Gmail by PandaDoc

pandadoc.com
Featured
4.5(

13 ratings

)
ExtensionWorkflow & Planning253 users
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Overview

Manage deals and create a custom pipeline without leaving your inbox

Track your sales pipeline within Gmail — free! ⭐⭐⭐InboxCRM - FREE Personal CRM for Gmail InboxCRM is built by PandaDoc — the world’s #1 proposal software for sales teams* * As seen on G2 - https://www.g2.com/categories/proposal#grid 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. ✅Use it all across your business Whether you’re selling, hiring, fundraising, managing projects, or working in support, InboxCRM is built to help you work more efficiently. Top features: Track multiple pipelines Create unlimited deals from your inbox Store all relevant information Leave notes Always completely free to use!

4.5 out of 513 ratings

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Market K12Aug 27, 2024

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

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Nizar BhojaniJul 25, 2024

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.

2 out of 2 found this helpful
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Marko LepikJul 7, 2024

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 becom... Show more

4 out of 4 found this helpful

Details

  • Version
    0.1.9
  • Updated
    July 5, 2023
  • Size
    1.04MiB
  • Languages
    English (United States)
  • Developer
    Website
    Email
    extensions@pandadoc.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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