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What is Donna CRM?

Donna CRM is a cutting-edge customer relationship management solution that works in perfect harmony with Gmail, specifically designed for freelancers and consultants who manage their client communications through email. This tool empowers users to oversee client relationships effortlessly without switching between Gmail and separate CRM applications, as it integrates essential features like pipeline tracking, contextual relationship insights, and follow-up management directly within the inbox. Such capabilities allow you to transform any email discussion into a tracked deal, retrieve relationship histories instantly, and efficiently handle your opportunities while ensuring a streamlined workflow. Furthermore, Donna CRM not only boosts your productivity but also guarantees that all client interactions are systematically organized and none are overlooked. By utilizing this tool, professionals can focus more on building strong relationships and less on navigating complicated software systems.

What is CRM Assistant for Gmail™?

Connect your SuiteCRM with your Gmail account to enhance your efficiency and streamline information management across both systems. This integration allows you to carry out CRM tasks directly within Gmail, helping you keep your priorities in check. To establish this connection, utilize the SuiteCRM plugin along with the CRM Assistant Gmail Add-on for seamless functionality between the two platforms. By doing so, you can maximize your productivity and maintain better organization of your tasks and communications.

Media

No images available

Media

No images available

Integrations Supported

Gmail
SuiteCRM

Integrations Supported

Gmail
SuiteCRM

API Availability

Has API

API Availability

Has API

Pricing Information

$10/month/user
Free Trial Offered?
Free Version

Pricing Information

$8/user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

JKB Software

Company Website

www.donnacrm.com

Company Facts

Organization Name

RT Dynamic

Date Founded

2008

Company Location

United States

Company Website

www.rtdynamic.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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