Sales CRM in Gmail and Google Workspace

👥 Sales CRM by Tooling Studio turns your existing Google Contacts into a lightweight CRM that lives directly inside Gmail. Instead of fighting spreadsheets or heavyweight CRMs, you get a clear pipeline where every contact, company and opportunity is organized on a visual board. 📊 See your leads and deals as cards on Kanban-style stages (Lead → Qualified → Proposal → Won, etc.), add notes, tags and custom fields, and track every interaction – all from the Gmail sidebar. Sales CRM focuses on relationships, leads and deals. For task and project boards, use our separate “Kanban Tasks” plugin. Together they cover your work (Kanban Tasks) and your pipeline (Sales CRM) in one Google-native stack. ✨ Plans & pricing • Personal (Free forever): Personal CRM with unlimited contacts, organizations and pipelines. • Teams ($5/user/month): Shared boards, shared contact data and collaborative pipelines for teams. Why Google users love Sales CRM ⚡️ Built for Gmail: Your CRM opens right next to your inbox, so you stay in the same place where conversations actually happen. 👥 Uses your existing Google Contacts: Start from the data you already have instead of rebuilding everything from scratch. 📊 Clear visual pipelines: See where every lead or customer sits in your process at a glance. 👌 Simple, not bloated: Designed for individuals and small teams who just want a clean, usable CRM. Key features 📇 Google Contacts-powered CRM • Pulls in your Google Contacts to jump-start your CRM. • One-way sync from Contacts into Sales CRM, so you can safely add sales-specific data without messing up your address book. 📊 Kanban-style sales pipelines • Organize contacts and organizations into customizable stages. • Drag and drop cards between stages as deals progress. ✍️ Rich contact and organization records • Notes, comments and activity-style updates on every contact and organization. • Attach proposals, contracts and other files so documents stay tied to the relationship. 🏷️ Tags and custom fields • Segment by industry, deal size, status, region – whatever matters to your workflow. • Build basic segments and views based on fields, tags and pipeline stage. 🔔 Follow-ups and focus • Set reminders and next steps so you always know who to reach out to next. • Use simple filters to focus on “hot” leads, specific owners or specific stages. 👥 Shared CRM for teams (Teams plan) • Shared boards and records for sales, partnerships or customer success. • Assign contact and organization owners for clear responsibility. • Real-time updates so the whole team sees changes instantly. 🌟 Beta status and roadmap Personal CRM is live today and great for solo users. Shared team boards are available and still evolving – your feedback shapes the roadmap. Deal objects and deeper forecasting are planned as upcoming enhancements. 📊 Frequently Asked Questions Q: How is this different from just using Google Contacts? A: Google Contacts is great for storing phone numbers and email addresses. Sales CRM turns that static list into a working sales system – with pipelines, stages, notes, tags, attachments, reminders and ownership. Q: How does the Google Contacts sync work? Is it two-way? A: Right now, Sales CRM syncs from Google Contacts into the CRM to get you started quickly. Changes you make inside Sales CRM (notes, tags, custom fields, pipeline stage) live in the CRM and don’t overwrite your Google Contacts. Two-way sync depends on what Google’s APIs allow and may be added later. Q: Can I share my CRM boards with my team? A: Yes. On the Teams plan you can create shared CRM boards, invite colleagues, and collaborate on the same contact and organization records in real time. Q: What happens to my data after the beta? A: Everything you add – contacts, notes, tags, pipelines – carries over. The “beta” label is about polishing features and stability, not about throwing away your data. Q: What does Sales CRM cost? A: Personal use is free forever. Team features (shared boards, collaboration, shared ownership) are $5/user/month, aligned with the pricing for Kanban Tasks. Q: Is this integrated with Kanban Tasks or separate? A: It’s a separate plugin that works alongside Kanban Tasks. Both live in your Gmail sidebar. Use Sales CRM for relationships and deals, and Kanban Tasks for projects and execution. Q: Do I need to be tech-savvy to use this? A: No. It’s built with the same visual, Google-style UI as our other tools. If you’re comfortable in Gmail, you’ll be fine in Sales CRM.