Seamless Streamlining of Customer Relationship Management
December 11, 2024

Seamless Streamlining of Customer Relationship Management

Justine de Guzman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with CRM Assistant for Gmail™

Since this is the only app that works best with Google Workspace, we've been using it for a little over a year. We needed it for lead management and revenue tracker, which is easier in CRM Assistant for Gmail™ compared to others. I can say that this is not so perfect, (I still prefer the functionalities and user-friendly interface of Salesforce), but it works great when integrated with other apps and most of the tools we use at work are from Google. It has seamless integration with SuiteCRM.

Pros

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

Cons

  • 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
  • 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!
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.

Do you think CRM Assistant for Gmail™ delivers good value for the price?

Yes

Are you happy with CRM Assistant for Gmail™'s feature set?

Yes

Did CRM Assistant for Gmail™ live up to sales and marketing promises?

Yes

Did implementation of CRM Assistant for Gmail™ go as expected?

Yes

Would you buy CRM Assistant for Gmail™ again?

Yes

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.

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