InboxCRM - Personal CRM for Gmail by PandaDoc

#4.46 / 13 rate

InboxCRM - Personal CRM for Gmail by PandaDoc

256 users

2022-11-14

https://pandadoc.com

Extension Information

5 star
81%
4 star
0%
3 star
13%
2 star
6%
1 star
0%

Supported Languages

Permissions

Hot Permissions

Description

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!

Reviews

Market K12
Market K12

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

Nizar Bhojani
Nizar Bhojani

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.

Marko Lepik
Marko Lepik

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 become a lead) or when wanting to elevate existing emails to deals, which is the main point of doing CRM inside Gmail in the first place. I disabled various extensions that could be interfering with InboxCRM to no avail. Wondering, if I'm missing something or this is in fact not a function currently available.

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