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
for upto 5 users
$
45
/ 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
with upto 20 users
$
95
/ 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
$
195
/ month
- Everything in the pro plan plus..
- Customized roles and access rights - for a high growth team
- Fast tracked support
How does it work?
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.
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.
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.
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.
