CRM Assistant for Gmail™ vs. Shared Contacts for Gmail

Since this is a simple add-on, and we don't work at home, its mobility is very useful for employees like us who need to travel for work. We can check on our phones or tables if there's an important update. It works well with GMail mobile app and easily accessible anytime, anywhere.

Incentivized

Shared Contacts for Gmail is well suited for organizations that generate and coordinate long term partnerships and that have a big remote working component as a main form or working. It is less appropriate with organizations dedicated to sales and performance based ways of working. I would recommend it for medium size organizations.

Incentivized

• Email Archiving with Attachments
• Attachment Management
• Mobile Compatibility
• Notes and Record Association

Incentivized

• Helps manage contact lists and distribution lists.
• Eliminates the need for the use of an additional platform, like a CRM, to manage contacts.
• Makes it easier to share contacts with a targeted audience with the flexibility to be selective about who the data is being shared with.

• It's dependency on other apps
• This could have been a multiple in one if they just integrated everything else in CRM Assistant for Gmail™
• Recently Opened Records could have been placed in a different tab for its own, instead of the home page

Incentivized

• I have been looking for a way to share our contacts within our organization for a while now. This process really improves how we were doing it within Google Sheets.
• My only negative is that it has taken so long for it to be functional within Google.

Incentivized

The work it does is exactly what we needed for the kind of business we're running. We're handling hotel blocks and commissionable sales, and it helps us remain organized with our records and recent activities. It also helps us keep track of our productivity everyday and keeps important files safe without the risk of being leaked.

Incentivized

Very easy to use. Mostly related to the design of the program, but also due to the layout. I find it easy to find what I am looking for. As noted in earlier comments, greater implementation of AI would probably make the program even easier to use, as sometimes finding certain functions is not entirely transparent.

Incentivized

My company used Zendesk Sell for a while, but the profiles weren't as manageable and easy accessed as Shared Contacts [for Gmail.] It resulted easier to update the contact information within Shared Contacts [for Gmail] and maintain the contact flow, than updating in Zendesk, and then manually go into gmail and continue the conversation. As well we don't use Shared Contacts [for Gmail] alone. We do accompany it with an internal operations system, were we manage the clients profile, but the combination between the two is perfect.

Incentivized

• We started from GMV of 200k to 1M from January to April.
• From 1M GMV in April, to consistently achieving 2M and up in October.
• Other apps would be to pricey. I'd say it's worth the value for the work it does for our numbers!

Incentivized

• More contact with clients
• Keeping track of contact information no matter the places
• Clients like the familiarity that is created by the constant check on them

Incentivized