Everything to Know about Gmail CRM for Your SME

Those running a small or medium enterprise should become familiar with the customer relationship management software concept in case they don’t know what it is and how it can help them. There is a good reason large companies use it to collect a great amount of customer data, such as their demographics, location, spending habits, etc. Namely, it’s simple, efficient, and provides invaluable information that can be used to plan various campaigns aimed at boosting your conversion rate, sales, and, ultimately, profit. The best thing about it, though, is the fact that it can be used by any company, regardless of its size, field of business, and financial power. To help you understand how your SME can benefit from it, we’ve prepared the following list of things you need to know about this great solution.

What is Gmail CRM?

First of all, you need to know what we’re talking about. Gmail CRM is an option to integrate a customer relationship management solution into your Gmail inbox, from where you can manage the business. Since most people use Google products for email correspondence, managing various tasks without having to leave the platform is certainly convenient. Also, having a reliable CRM solution integrated into your Gmail inbox reduces the entire manual effort and makes your tedious tasks more interesting.

Improving conversion

With more and more people relying on the Internet to find products and services they need, it’s vital that you can attract their attention and hopefully turn as many visitors as possible into clients. That means you should make your marketing messages relevant and send them at the right moment. However, to know who you’re addressing, you need information about their age, gender, location, and preferences, which are all provided by a good CRM system. Only then can you target your customers in a precise way and cater to their exact needs. The better you target them, the better conversion rate you will achieve, which will help your business thrive.

Staying in touch

If your business requires several people to work on the same project and exchange data and messages using various devices, you should invest in a reliable Gmail CRM solution like Shared Contacts for Gmail, which can be integrated into your Gmail account to allow sharing contacts with anyone using Gmail or Google Workspace. The fact that your contact list is always up-to-date and fully synced can help you have access at any time to relevant and correct information. Needless to say, the larger the team, the more need there is for such a feature.

Improved customer satisfaction

The only way to help your SME grow is to increase the volume of sales, which means attracting new customers and retaining old ones. Both categories of customers need to have a great user experience interacting with you and using your products or services for that to happen. With a CRM system in place, due to the vast quantity of precious information about your customers, you’ll be able to create personalized customer experiences where customers feel you truly understand and appreciate their needs and wishes. They will be more satisfied to choose you over your competitors and recommend you to others who still haven’t become your customers or who might not even know that your company exists. All this translates into a larger scope of business, i.e., more revenue and profit.

More leads

As we’ve already established, it’s crucial that you generate more leads if you want your business to grow. A visitor to your website needs to be encouraged to leave their email address, but they won’t do it unless you offer something in return. That’s why you should consider offering a gift, such as an e-book or a discount on the first purchase, to entice people to join your mailing list. An efficient CRM solution will provide you with the information about your most satisfied customers, whom you can perhaps contact and ask to refer your business to a friend or family member.


Another great feature of some CRM solutions is that they allow you to receive feedback on your performance by providing information about what your sales reps have been doing and what those successful ones are doing. On top of that, you can receive information about products or services that sold well in the past and about marketing strategies that were more productive than others. Also, you can check whether your targets have been met by analyzing trends, KPIs and predicting future sales. This is another reason why a relatively small investment in a CRM solution makes perfect sense.

Logically, there are more reasons why you should consider investing in a CRM system for your SME, but these mentioned here are probably enough to encourage you to take action. With more features and options available, you’ll be able to design better strategies, save financial and human resources and improve productivity, which will inevitably lead to more profit. Hopefully, this relatively inexpensive investment will help your business grow, which is the ultimate goal of each entrepreneur.