Google Workspace CRM

Solution for:

B2B Sales, CRM, Sales Tracking

Tools used:

Google Drive, Google Sheets, Google Docs, Gmail

Google Workspace CRM

‘Google Workspace CRM’ is an integrated sales tracking solution for your business. It integrates Google apps like – Drive, Sheets, Document and Gmail to enable seamless collaboration experience for your team.

Workflows and functionalities –

  • Track leads and sales pipeline
  • Manage meetings, demos, support requests, invoices.
  • Commercials, Quotations, Financial Analysis
  • End to end sales tracking
  • Document management & tracking
  • Daily to-do list emails and reminders
  • Easily configure sales process

Google Workspace CRM Features

Seamless collaboration between teams

Regular email alerts as per user roles

Mobile friendly forms configurable forms

Track progress data in simple spreadsheets

Documentation in Google Drive

Customized workflows, reports & document formats

Login with your Google Account to start your trial.
Credit card NOT required.

Starter Plan

For small teams
for upto 5 users

/ month
  • Integrated with Google sheets, Forms, Gmail and Folders
  • Easily configurable sales process with templates for quotations, invoices, workflows etc.
  • Workflow to capture all the important stages in your sales process
  • Monitor sales funnel in real time
  • Regular email alerts

Pro Plan

For growing startups
with upto 20 users

/ month
  • Everything in the starter plan plus..
  • Enough headroom for a growing team
  • Customized proposals + workflows
Best Value

Growth Plan

For high growth businesses with upto 50 users

/ month
  • Everything in the pro plan plus..
  • Customized roles and access rights - for a high growth team
  • Fast tracked support

How does it work?

gsuite crm - central dashboard module

End to end tracking of your sales pipeline from a central dashboard.

Customer details and all the stages of your sales process managed in a very easy way.

gsuite crm - lead dashboard module
gsuite crm - form module

Completely configurable forms to easily capture customer requirements, meeting and demo notes, feedback, remarks etc. directly to CRM.

Quick & easy quotation creation.

At the click of a button, all lead details are updated in a predefined template – which can be fully customized.

gsuite crm - quotation module

Keep a track of your sales funnel in real time.

CRM data is directly connected to Google spreadsheets, giving you the freedom to easily manage and analyze your sales numbers.

gsuite crm - spreadsheet module
gsuite crm - google drive module

All customer documents, site photos and other data is safely stored in your own Google Drive account.

Enabled with best security and privacy settings.

Easily set up your sales process and add multiple tabs using CRM Settings option.

gsuite crm - crm setting module

Honestly now, it doesn't get any easier than this
when it comes to managing your sales with GSuite Apps

If you find any other simpler & cheaper alternative, let us know.
We'll make your account free forever!

You won't need a credit card for the trial
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