VIWO: The G Suite + CRM integration specialists
Using Gmail and your preferred CRM, you can:
Send and receive email from either Gmail or directly in your CRM
Capture all emails between your team and one client in your CRM
Actions and Filters
Triggers based on email filters, including notifying other staff
If you need to retrieve a client email quickly, all you need to do is go to their customer record in your CRM. There, you’ll see every single interaction you’ve had with the client, including all emails from every member of your organization—not just yours.
Additionally, you’ll be able to access a client’s record, or create a new record entirely, from within Gmail. This means the second you get a new email lead, you can create a customer record with the click of a button in Gmail.