Kanban Tasks & Sales CRM in Google Workspace

Shared Kanban Task Boards for your team & the new Sales CRM to visualize your sales pipeline directly inside Google Workspace.

Collaborate with your team on shared Kanban boards inside Google Workspace with Task Assignment, Due Dates, Attachments and more. And manage your sales pipeline too with our integrated Sales CRM (Personal Beta)! Transform Your Google Workspace With The Essential Tools You've Been Missing! One Plugin, Two Powerful Tools: Kanban Tasks & Sales CRM (Personal Beta)! Tooling Studio is evolving! Our popular Kanban Tasks plugin now also includes our brand new Sales CRM, built with the same philosophy: seamless integration directly within your Google Workspace. Manage your projects and your sales pipeline without ever switching tabs. Enjoy the native Google design you love, now supercharged for both task management and customer relationships. Kanban Tasks: Visualize Your Work & Collaborate 🧩 Kanban Tasks brings the power of Trello-style boards directly into Google Workspace. This seamless Chrome Extension transforms Google Tasks into visual Kanban boards with the familiar Google design you already know and love. ✨ Choose the plan that works for you: Freemium: Unlimited boards, lists, and tasks for solo users - completely free! Teams: $5/month - Share boards with colleagues with real-time collaboration Why Google Users Love Kanban Tasks ⚡️ No More Tab Switching: Access your Kanban boards without leaving Google Workspace - same familiar design as Gmail, Calendar, and other Google tools 📧 Gmail Integration: Create tasks directly from emails with one click and maintain links back to original messages 🔄 Google Tasks Sync: Import your existing Google Tasks automatically to visualize your work in progress Key Features 🖱️ Drag-and-drop interface for intuitive task management 📅 Smart due dates that automatically populate your "Due Today" and "Due This Week" lists 🏷️ Custom tags to categorize and filter tasks your way 💬 Task comments for notes or team discussions 🔔 Real-time notifications when teammates update shared tasks 🔍 Instant search across all boards with Ctrl/Cmd+K shortcut 🤖 AI-powered checklists that generate todo items based on task descriptions 🔒 Enterprise-grade security with Google authentication —--- Introducing: Sales CRM (Now in Personal Beta!) Stop juggling spreadsheets & clunky CRMs! Turn Google Contacts into your simple, powerful sales tool inside Gmail: 👥 Leverage Google Contacts: Instantly syncs your existing contacts to start fast. (Beta sync is currently one-way from Google Contacts). 📊 Visualize Your Pipeline: Track leads & deals on an intuitive Kanban board with drag-and-drop stages. ✍️ Enrich Contact Data: Add notes, comments, logs & custom fields (more options coming!) to track every interaction. ✉️ Stay Focused in Gmail: Manage sales activities right where you communicate – no more context switching! 👌 Simple & Intuitive: Perfect for individuals needing straightforward relationship & follow-up tracking. Please Note: This is a Personal Beta – ideal for individual use now. Team sharing features are coming soon (Q2 2025)! Your feedback is vital. One Unified Workspace: Tasks & Sales, Side-by-Side Get the best of both worlds in one plugin: ⚡ Reduce Friction: Less app switching, more doing. 🔗 Maintain Context: Keep projects and sales together in Google Workspace. 🔄 Streamlined Workflow: Manage tasks and log sales activities seamlessly. 🇬 Built for Google Users: Enjoy a native, familiar experience. Support & Development Kanban Tasks & Sales CRM are developed by Tooling Studio (https://tooling.studio/), dedicated to creating productivity tools for Google Workspace. Need help? Reach us via email, our website, live (google) chat, or our Community Space for 24/7 support. Get started today with our How-To guide: https://tooling.studio/kanban-tasks/how-to 🌟 The Vision Behind Our Tools Looking for a Kanban board in Google Workspace? Need a simple CRM that lives in Gmail? Tired of switching between multiple apps? We built these tools specifically for Google users who need visual task and sales management without leaving their workspace. Our mission is to enhance Google Workspace with the tools you're missing - starting with Kanban boards and our integrated Sales CRM. 💡 Perfect for Google Workspace Beginners New to task management, Kanban boards, or simple CRMs? Our tools make getting started simple: Visual cards show exactly what needs to be done for tasks and sales leads. Drag items between customizable columns. No complex setup or training required. Works right where you already check your email and manage contacts. Whether you're organizing personal tasks, team projects, or managing sales leads, our simple board views help you see everything at a glance - right inside Google Workspace! 📊 Frequently Asked Questions Q: Is this better than using Kanban in Google Sheets? A: Absolutely! While Google Sheets can be customized, our tools offer drag-and-drop functionality, Gmail/Contacts integration, and real-time collaboration specifically designed for task and sales management - without the formula errors or maintenance headaches. Q: How do these tools compare to Trello, Asana, HubSpot, or ClickUp? A: Unlike standalone tools, Kanban Tasks & Sales CRM live directly inside your Google Workspace - no more tab switching or context loss. Your tasks, emails, contacts, and google products all work together in one unified environment with Google's familiar design. Q: Does Kanban Tasks work with Google Tasks? A: Yes! Kanban Tasks syncs from Google Tasks, giving you a visual Kanban interface while maintaining compatibility with your existing task system. Q: What is the new Sales CRM? How is it different from just using Google Contacts? A: Our Sales CRM enhances Google Contacts by adding sales-specific features directly within Google Workspace. You can visualize leads in a Kanban pipeline, add detailed notes/logs/custom fields, track interactions, and manage your sales process – turning your passive contact list into an active sales tool. Q: Is the Sales CRM integrated, or a separate app? A: It's fully integrated! Like Kanban Tasks, the Sales CRM is part of the same Chrome extension and accessed directly from your Gmail sidebar. No separate logins or applications needed. Q: How does the Google Contacts sync work for the CRM? Is it two-way? A: In the current Personal Beta, the CRM syncs from your Google Contacts to initially populate your CRM. Changes made within the CRM (like adding notes or moving a contact on a pipeline board) do not currently sync back to the original Google Contact. Q: What kind of data can I track with the Sales CRM Beta? A: You can track individual contacts and organizations, add notes, comments, activity logs, assign them to visual pipeline stages (lists), and add basic custom fields. Q: Can I share the Sales CRM boards/contacts with my team? A: Not yet. The initial launch is a Personal Beta, designed for individual use. Team sharing and collaboration features are a high priority and planned for future releases after the beta period. Q: When will the full version of the Sales CRM (with team features) be released? A: We are targeting Q2 2025 for the full release, including team collaboration features. Q: What happens to the data I enter during the Beta? A: Your data is safe! All contacts, notes, and pipeline information you create during the beta will be automatically migrated to the first official released version. Q: What will the Sales CRM cost? A: The Personal Beta is free to use! We are focusing on gathering feedback and refining the product first. Pricing for the full version, including team plans, will be announced closer to the official launch in Q1 2025, likely following our simple $5/user/month model for team features. Q: What about Google Workspace admins - is this enterprise-ready? A: Our tools are designed with organizations in mind, offering secure authentication through Google and team-based billing (for Kanban Tasks Teams plan, and planned for CRM) that makes deployment simple for Google Workspace administrators. Q: I'm a Gmail power user - how will this make my inbox management better? A: Turn emails into tasks with one click using Kanban Tasks, keeping your inbox clean while ensuring important action items don't get buried. The email stays linked to the task so you can always reference it later. Q: Do I need to be tech-savvy to use these tools? A: Not at all! If you can use Gmail, you can use our tools. The familiar Google design means there's almost no learning curve. Q: Can I use this for personal tasks/contacts and work tasks/leads? A: Absolutely! Create separate boards for work projects, home tasks, sales pipelines, personal contacts - whatever helps you stay organized in one central place. Q: I've tried other to-do list/CRM apps but never stick with them - why is this different? A: Our tools live where you already work (in Google Workspace), eliminating the need to remember to check separate apps. Plus, the visual boards make it satisfying to manage progress! Whether you're managing personal productivity, small team projects, sales pipelines, or enterprise workflows in Google Workspace, our tools bridge the gap between Google's simplicity and the power of visual Kanban boards and integrated CRM. Ready to Unify Your Workspace? Install the Tooling Studio extension today and experience the power of integrated Kanban Tasks and try out our new Sales CRM (Personal Beta)! Manage projects, track leads, and reduce app-switching – all within Google Workspace. We're constantly improving and rely on your feedback. Let us know what you think, especially about the new Sales CRM! Visit tooling.studio or contact us via support. 5 Suggested Title Options: Kanban Tasks & Sales CRM for Google Workspace (Direct, keyword-rich) Unified Kanban & CRM inside Google Workspace (Focuses on the integration benefit) Kanban Boards & Simple Sales CRM in Gmail (Highlights key features and location) Google Workspace Tasks & Contacts Supercharged: Kanban + CRM (Benefit-driven, uses familiar Google terms) Visual Tasks & Sales Pipelines for Google Workspace (Kanban & CRM) (Descriptive, clarifies the core functionalities)