If you use Gmail to manage your business email, then our new Gmail integration is for you.
You can now connect Gmail to Batchbook, and send your emails without ever leaving your CRM. This is part one of several features related to Gmail, and its focus is saving you time.
Gmail in Your CRM
It’s a simple thing, but we think Gmail CRM integration is going to leave you starry-eyed. Click on a contact’s email address to open the email editor. You don’t have to worry about leaving Batchbook to send that quick email.
The email sends from your connected Gmail address. A communication is then created on your contact’s detail page. Replies will still come into your Gmail inbox, so no change of workflow is necessary.
Hook Up Every User
Each user can hook up their own Gmail address, so they can send emails from their unique account. Sharing communications with the whole team is a small business CRM staple, so the easier it is for everyone to send directly from their Gmail account the better.
Only Save the Right Emails in Batchbook
By sending e-mails from within your account rather than forwarding your entire mailbox to Batchbook, you’re able to easily share and keep a history of the right messages without clogging up your account with irrelevant or personal messages.
More to Come
This is just the first step. Soon, you’ll be able to merge in your contact data, save templates, and even automate your key emails. Get in early and often.