Collaboration Tools

What is CRM and how to use it in your company

By 14th January 2019 February 5th, 2020 No Comments

To make clients start and keep on consuming your product/service, you need to nurture a good relationship with them. It not only makes them more likely to be loyal to your brand but also helps them improve their businesses more easily as well. If you’re like most companies and use email, at some point you will probably need some kind of system that will organize clients’ information, so you know exactly what each one of them requires.

CRM Meaning

And that’s basically what a CRM system does. So the CRM meaning is Customer Relationship Management (or Customer Relationship Manager, if you’re talking about the application itself).

Some of the things you may need from a CRM software:

  • Automation of the customer contacting process, creating workflows;
  • Managing tasks, from end to end;
  • Improving collaboration in teams;
  • Creating a visual look for the whole process;
  • Improving performance for the company.

How most companies deal with CRM

Normally, a CRM system is a dedicated software that integrates with your email — and other tools — to understand how your sales funnel system is working for each client.

As a consequence, CRM systems are great to track sales and get to know how to improve what is going wrong.

On the other hand, one of the biggest complaints CRM software users have is how difficult it can become to use and master a tool. Sometimes tools just have too much information and features, and — especially if you’re still a smaller company — you won’t need it all.

Another aspect is pricing. Some companies aren’t willing to pay lots of money to use lots of different tools. So what they do is to look for solutions that integrate many functionalities and cost less.

So how can you and your team truly use a CRM tool without this burden? Well, email is becoming a powerful and simple choice.

CRM as Email: a simpler approach

At Drag, we’ve always believed that email has the potential to accomplish so much more than what people make of it. For some, it feels like email has been forever stuck in what it was decades ago. But truly, email has gotten so much new stuff. You would be very surprised with what people currently do with their business using the only email.

One of these things is adapting it to CRM. And to be honest, it is quite simple. If you work in a team you can just start using a Shared Inbox, and then there are no secrets.

Basically, your emails become cards, so you can drag and drop, customize your pipeline and track the status of customers.

Also, you can add labels to your cards, so every task belongs somewhere. Here are some other features you can add to your cards:

  • Who’s the responsible person in the team;
  • Descriptions;
  • Status;
  • Due date;
  • Checklists;
  • Notes;
  • Progress bar. 

These features work seamlessly together so you can have a clear understanding of the process. The Kanban view is also very handy, so you can focus on the list that makes the most sense to you, minimizing distractions.

And don’t forget it’s still your email inbox, so for any support pending an answer, it’s one click away from you. And you can even collaborate with your team, which means that you can have shared boards, so your team can work together while you track it in one single place.


It is undeniable that a Helpdesk software will make your teamwork more

For long, CRM systems have been exclusively the property of dedicated software. But as small companies start their businesses every single day, there’s an increase in demand for a centralized tool, capable of integrating many features into fewer interfaces.

It makes software like this much simpler to use and also affordable. This is what Drag aims to achieve, and this is why we start from scratch and tech about CRM meaning. We believe that when more companies reach simple tools like Drag, more opportunities will be created.

Thank you for reading this article. Please let us know in the comments below what others use for CRM your company has found.

Learn more about the benefits of Shared inboxes. Download Drag’s “The Ultimate Guide to Transform your Business with Shared Inboxes”. We did it to create awareness in companies in what concerns increasing productivity by using online tools. Click on the button below:

Learn how to Transform your Business with Shared Inboxes by downloading our Ebook!

About Drag

Drag is a shared inbox, inside Gmail, for teams to manage emails, tasks, helpdesk and more from one single place. Try Drag for free.



Samantha Anacleto

Author Samantha Anacleto

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