Turn Gmail into a CRM. Seamlessly.
Stop the back and forth between Gmail and a CRM. Drag turns Gmail into a CRM in 1 click.
Keeping a good relationship with customers is essential to keep them loyal to your company. Still, most of this communication is done via email. That’s why every single CRM tool integrates with your inbox. What if you could superpower Gmail so that you don’t need to navigate between your inbox and external CRM tools? Using Gmail as a CRM can be simple if Gmail is organized and equipped with the right superpowers. And this formula has a name: Drag.
Managing client relationship is crucial for every company, and CRM tools have a major role in helping you build this relationship.
Here at Drag, we have tried different CRM software but have always struggled with the back and forth between Gmail and other tools. It has never felt right. In the end of the day, the main communication channel between you and your customers is email.
Then we thought “What if we power up Gmail with collaboration and CRM features so teams can manage customers from the place they love?” Then Drag was born.
We created this page to explain how you can turn Gmail into a CRM for your company with Drag.
We hope this helps…
Nick Timms, Co-Founder @ Drag
Drag integrates seamlessly into Gmail, the tool you already know and love. This means no more navigating back and forth between your inbox and a CRM tool. We simplify your life by bringing the most relevant CRM features inside the place you already know and spend your time.No more extra tabs, extra apps, extra password, extra headache.
Finally, visual workflows are proven to make your team work faster and happier. For example, tools such as Trello, Monday.com, Asana and Jira all use a visual way of working, called Kanban. It kicks the ass of traditional lists. Nowadays, almost every task management software offers this and Drag brings this to email also to make your life easier also. Optionally, of course.
Everytime your company purchases a new tool, it becomes a proper event. First, you research and try several different tools. You need to learn how to use each one of them before making a final decision. Then, after investing a lot of time, you finally pick one. Then, you need to train your whole team and bring everyone on board that new solution. There is always a lot of effort required. With Drag, Gmail becomes a CRM in literally 1 click. No training required. It’s just Gmail. But optimized for CRM.
This means no more navigating between tools or forwarding or cc’ing between internal teams. In short, Drag turns Gmail into an Everything Inbox for Teams – one single workspace to run your business.
Drag instantly turns Gmail into the Everything Inbox for teams. Share company emails such as support@, sales@ right inside Gmail.
Your team can use shared boards and shared inboxes like they were their own – it can be used for anything from a simple Help Desk and CRM to a Marketing board.
Need to delegate emails or tasks to someone, like your assistant? Simply select specific emails or tasks and allow team members to get things done on your behalf.
Drag turns Gmail into a Kanban layout (we call them boards). It’s a proven way to be more organized. You know how to use Gmail, so no training needed.
Not everything comes as an email, sometimes there’s a separate task. You can add tasks directly to your inbox.
Get work done faster by assigning emails and tasks to the best-placed team members. You can see, at a glance, who’s working on what.
@mention your team to start a real-time chat with someone to solve a Help Desk ticket faster, or to close a deal with more value. You can chat, internally, on any shared emails or tasks.
A private space for you and your team. Add context to any conversation by collaborating behind the scenes with your team.
Can’t remember some details? Add notes to any email so you’re always have information to hand.
Most emails come with things to get done. Separate these out and add them as actionable tasks.
Is there a deadline – something you need to get done by a date? Keep things on track by adding a due date.
Drag works across boards. Received an email directly to you? Drag it to a team board so your entire team can help solve faster.
Emails come and go, sometimes it’s hard to keep track. Keep your inbox organized by dragging emails to different columns on your board. It’s really as simple as that.
Filter your boards so that you can focus on the things that matter most. You can filter by person, statuses, colors and labels.
Get a better overview of your boards by color-coding them based on time zones, urgency levels or anything that works best for you.
Officially approved by Google-appointed third party security assessors.
Work on Drag on the move. Drag’s Gmail add-on installs across devices and help organize your boards when you don’t have access to your computer.
Drag syncs. with your Google Calendar. Any email or task with a due date attached, will be automatically added to your Google Calendar so your team knows when stuff needs to be finished.
Easily automate repeatable workflows. Automatically send emails to boards, assign emails and create tasks for your team.
Merge cards into a collections to save time and energy. Group different emails and tasks into one single card to better manage your work.
Share labels and organize your boards across your team with shared labels.
Work together on replies. Collaborate using shared drafts. Write a reply and have your colleague check it before sending.
Connect Google Groups to boards for your team to immediately manage the Groups inbox.
Reply as yourself, your team or as the shared inbox address such as sales@ or support@.
Get a full history of all actions on a board. Learn what and when you need to deal with an email or task.
In other words, here is us defining the new category of the Everything Inbox. After that, others have since attempted to follow with “Team workspace in Gmail”, “Collaborative Workspace in Gmail” and other expressions. But we are creating a category and have a clear vision from day one to deliver first Everything Inbox for teams – one single workspace to run your business.