Dotto your a legend in Canada! Thanks for thinking of the small guys, all entrepreneurs need this info to use there valued resources towards surviving for the first couple years. You help entrepreneurs succeed and they can change generations
I thoroughly enjoyed this video and great tools. I did check them out and their prices have increased so may have to look at a real CRM. Hope you will have more videos on various CRM's.
Another add-on for Gmail that I recommend is Streak, Just search "Streak CRM" and it should be at the top of your results page. I've been using it for awhile now and I find it handy. It's a true CRM in every sense and it integrates nicely with Gmail.
As a small business owner and newbie to the world of expanding our daily cloud functions, this is terrific info on how to enhance Gmail - thanks for sharing!
This is very useful. I'd love to see an update on this using G-Suite. I'm thinking that it might be the most affordable and feature rich way to start an effective biz. :) Thanks!
found you and found this video and I love it, I bought activeinbox, perhaps you can make a newer video, because it's not the same now as in this video. Thanks
hi steve, have you reviewed streak CRM? couldn't find it. really like your reviews, subscribed to boomerang after watching your demo last year. thank you!
What video editing tools do you use? I love the way your visual intro, audio and logo transition! The thumbnail is something I would like to be able to modify, great job by the way, I really enjoy your videos!
Hey Deniz Hernandez I use Screenflow, I do have a webinar you can view which walks you through the entire production process .dottotech.com/screencasting-secrets-on-demand-registration/
Good stuff. Kind of amazed to see you still have ads in your gmail. Check out the chrome plug in Gmelius! It's free and it gets rid of those pesky ads that clutter your view.
AWESOME!!!!!! This is exactly what we were looking for to interact in gmail for "boutique CRM." SalesForce is way too cumbersome and expensive for one user and meeting/event planning.
Steve, I stumbled on your videos as i was looking for a CRM addon for Google and I am on cloud nine. Love your videos !!! I am going to try to watch them all to get a better prospective of Google and Gmail and its hidden features. I am in the tech business and I cannot wait to tell my associates about your site. Robert Lichtenstein BSD Networks
Enjoyed the video and found quite useful. Just wondering if there is a gmail gadget which can start video chat and display video inside the gmail page, so that user can watch video and check his email simultaneously and enlarge the video when needed.
+dottotech Hey Steve. I have a question. In your opinion wich CRM platform is better between Insightly and Bitrix 24?? I have to choose one and I don´t know wich one.. Thanks...
Steve, very interesting. Would you happen to know of a simple scheduling system. I manage 5 trainers who schedule an additional trainer who works with a trainee. In other words, we have to be able to schedule 2 to 3 people to both train and block the schedule of the trainer, trainee.
+Bobby Jay I did a demo on scheduling software, there are a number to choose from, but you really need to look at each one to see if it fits your needs. Calendly is very popular, I am now using ScheduleOnce.
Very helpful information! It seems though that the pricing structure has changed since your video post. There are only free trial periods now and no free (basic) options.
I use Hubspot free CRM. All of the above mentioned are included in the free version plus a ton other cool productivity & sales tools and Hubspot also lives inside gmail with their chrome extension. Just saying..
If you're looking for a Gmail + CRM fusion check out RadiumCRM. We took a little different approach from the plugins you demoed here but same general concept.
Steve, that was a good, helpful video. Thanks. I have a question though. When using Gmail as a CRM, is there any way you can share your contacts, tasks and reminders with colleagues? Also, is there any way to tag and track your sales pipeline?
I am a huge fan of boomerang and have the pro version on two accounts. I work with the team at WriteThat.name as well, so if you have any questions, shoot them off... and Tod Maffin is indeed inspiring ;-) (nothing to blame this round!)
Hi Steve, Saverio from the Bronx, NY Watching the video on CRM solutions and I can't seem to find "Write That Name" for windows, Is it only for Apple products??
mauricemalou2 I use Screenflow to record my videos and use a Greenscreen to key out the Background, we have a webinar on it coming up next week, keep your eyes open!
Prosperworks.com is one that was just recommended to me by a sales buddy of mine who has tried many CRM platforms. It is designed and built around Google/Gmail.
Aren't some of these functions included in Gmail's Labs? There was one 3rd party stand-alone that worked with Outlook called Xobni (inbox spelled backwards) that was extremely powerful. I haven't seen it around for awhile. What I need is a purging system that will make mincemeat of an overloaded inbox...in a few clicks!
Nice sharing however, but this approach would entail additional administration, paying different 3rd party apps. In nowadays, its better to focus on one centralized ERP software sort of stuff than chopped apps
+francis b (Asian Covers) It may, although this video is older I can still see the value to building your own system with just the features you need. I do not think one approach is "better" it is just what works for you.
Hey big guy, any new views on CRM in or can connect easily with Gmail? I’ve been playing around with/reviewing a couple but would love to hear your current thunks How about a video here or on Webinar Wednesdays soon?
dottotech Yes I use it as a CRM solution as I can import my orders directly into it from a CSV file, then I can attach any eMails relating to the order by a single click via a macro, and also create tasks/actions against the orders directly from emails/phone calls etc and it also links in to Evernote so its like an "everything in one place" application for me and its available via web or Apple IOS and Android :)
Excelent Steve, Now there are a new CRM based on Google products (Gmail, Drive, Docs, Hangout..) all in ioGrow CRM for example you can add leads directly from Gmail... you cant test it at iogrow.com, waiting for your feedbacks Steve as you have experience on that. Thank you!
Hey Steve, I am looking for a CRM to manage contact- and task-related calls, mails, etc. and to automate workflows. I wonder whats on your mind about bitrix24? Looks like an all-tools-in-one-solution. Do you have an opinion on that? Alternatives like Zoho, Insightly, etc. would also be cool to get tested by Dotto. Maybe you could make a comparison-Video like: "The 5 smartest CRM-Systems for small busines" Cheers, Simon
+Simon Block Hey Simon, I don't do full comparative reviews, I dont have the resources, that is why you see my videos more along the line of "this is how you can do X" I think you are on the right track with the apps you are looking at, the key to a CRM is not look back once you chose one! Dive in and make the most of the one you chose!
+Simon Block I have two small business and am currently exploring lower-end CRM solutions. What I've found is that they all seem to have draw backs. It's likely a product of "you get what you pay for" but for $35/month per person (or less) I always seem to be disappointed that a needed feature is missing or the producer has crafted a work-around for a lack of integration. My latest test is a combination of Streak, Rapportive and YesWare (in addition to some of the tools in Steve's video). So far, so good! Please let me know what you've found!
ActiveInbox has improved and changed a huge amount since this - any chance of an update Steve? We've got due dates that return tasks to a 'Today' section above your inbox, Google calendar syncing for all your deadlines and even a 'Send Later' option. Mobile app going into Beta this week if you want a first look - just ping sam at activeinboxhq dotcom and he'll get you onboard!
Help! I have a team of 4 guys. We have a group set up with info@domain email address. We have Apps for work setup with 4 inboxes (each of our respective names@domain. I simply want a way for one of us only to be picked up and be able to respond to a customer enquiry sent to our info@domain group and not have another person also pick it up and respond to it. I also then want any of the team to be able to search for this resolved email conversation in the future should the customer call up or come into our shop and then we can view the email conversation and deal with the customer accordingly. We used to do this so simply using Apple Mail and folders, we moved to google apps thinking this would be so straight forward but it aint! Also with groups we cant have our email signatures drop in automatically! Help! This is driving me insane! I'll go to another CRM tool if I must..
Tim McDonald Hey Tim, I am actually a bit stumped by this, do either of these help? support.google.com/a/answer/167430?hl=en support.google.com/a/answer/33330?hl=en
Found this some great info. Some other good tools: www.yesware.com/ email scheduling and tracking ( much like streak which I just found on this thread). and rapportive.com/ : which pulls social info to gmail, basically putting a face to the name, and pulls their last social posts.
Great job on the GMAIL as CRM I enjoyed it very much. Especially the "!". I was using an A to keep it at the top of the list, which worked fairly well for me, but, not as good as this is going to. Thanks!!!!!!!!!!!!~ smileyswelove/327/ ~
Dotto your a legend in Canada! Thanks for thinking of the small guys, all entrepreneurs need this info to use there valued resources towards surviving for the first couple years. You help entrepreneurs succeed and they can change generations
I knew within a few words you were a radio guy...then you said radio show...great voice
Steve, I happened to stumble upon your video and found it useful. I will be back to check some of the other things you have produced.
I thoroughly enjoyed this video and great tools. I did check them out and their prices have increased so may have to look at a real CRM. Hope you will have more videos on various CRM's.
Another add-on for Gmail that I recommend is Streak, Just search "Streak CRM" and it should be at the top of your results page. I've been using it for awhile now and I find it handy. It's a true CRM in every sense and it integrates nicely with Gmail.
As a small business owner and newbie to the world of expanding our daily cloud functions, this is terrific info on how to enhance Gmail - thanks for sharing!
Elli Papadopoulos I am glad you are finding the videos useful!
This is very useful. I'd love to see an update on this using G-Suite. I'm thinking that it might be the most affordable and feature rich way to start an effective biz. :) Thanks!
Thank you ! This is exactly what I wanted to get viewed.
Pretty slick! Thanks for showing that!
If you're a Google Apps user Right Inbox is a much better option versus Boomerang. It's also a much lower cost option.
Good video - and a good resource especially for entrepreneurs just learning their workflow and building a customer base. Thanks.
Great material. Opened my mind to possibilities that I like. Looking forward to following your suggestions.
Best of luck Mark!
Hey, Steve. It's time to update the video and cover Bitrix24, Streak or other free CRM systems that work with Gmail.
found you and found this video and I love it, I bought activeinbox, perhaps you can make a newer video, because it's not the same now as in this video. Thanks
+allison ronis It is not the same, I have it on the list for refreshing....no promises when I can get to it.
Yes, please...CRM update would be awesome! Especially as it relates to Gmail add-ons like Streak and/or Yesware. Thank you!
hi steve,
have you reviewed streak CRM? couldn't find it. really like your reviews, subscribed to boomerang after watching your demo last year. thank you!
Bency M Kurian I have had a few requests for Streak, It is on the list, and I am looking at it.
Thank you.
What about showing us your real inbox and how good and efficient it is to give us hope and an practical idea of things should be like? 🙏👍
Excellent ideas! Thank you for this video!
What video editing tools do you use? I love the way your visual intro, audio and logo transition! The thumbnail is something I would like to be able to modify, great job by the way, I really enjoy your videos!
Hey Deniz Hernandez I use Screenflow, I do have a webinar you can view which walks you through the entire production process .dottotech.com/screencasting-secrets-on-demand-registration/
Good stuff. Kind of amazed to see you still have ads in your gmail. Check out the chrome plug in Gmelius! It's free and it gets rid of those pesky ads that clutter your view.
I really miss the old look of Activeinbox:(
Excellent info, excellent advice! I can employ this today. Thank you!
AWESOME!!!!!! This is exactly what we were looking for to interact in gmail for "boutique CRM." SalesForce is way too cumbersome and expensive for one user and meeting/event planning.
Steve,
I stumbled on your videos as i was looking for a CRM addon for Google and I am on cloud nine. Love your videos !!! I am going to try to watch them all to get a better prospective of Google and Gmail and its hidden features.
I am in the tech business and I cannot wait to tell my associates about your site.
Robert Lichtenstein
BSD Networks
Glad you found us! Welcome aboard.
Another option that im currently using is SuiteCRM, its opensource and pretty powerful.
Steve, have you ever come across a way to create a new contact in Google contacts by submitting a Google Form.
Thank you for this interresting webinar
I know this is old but still awesome
Enjoyed the video and found quite useful. Just wondering if there is a gmail gadget which can start video chat and display video inside the gmail page, so that user can watch video and check his email simultaneously and enlarge the video when needed.
would you have an updated video to this one?
+dottotech Hey Steve. I have a question. In your opinion wich CRM platform is better between Insightly and Bitrix 24?? I have to choose one and I don´t know wich one.. Thanks...
I have not done a deep evaluation of either
Steve, very interesting. Would you happen to know of a simple scheduling system. I manage 5 trainers who schedule
an additional trainer who works with a trainee. In other words, we have to be able to schedule 2 to 3 people to both train
and block the schedule of the trainer, trainee.
+Bobby Jay I did a demo on scheduling software, there are a number to choose from, but you really need to look at each one to see if it fits your needs. Calendly is very popular, I am now using ScheduleOnce.
Very helpful for small businesses working on a shoestring.
goldphysh Indeed it is! You can do so much with free apps!
Very helpful information! It seems though that the pricing structure has changed since your video post. There are only free trial periods now and no free (basic) options.
thoughtprovoking001 The terms of these cloud services are always changing, thanks for letting me know1
writethat.name doesn't seem to be in business any longer. I thought you might want to update this video. Is that an alternative you recommend?
You are the man!!! Love your advice, thank you!
You didn't mention Streak?
I use Hubspot free CRM. All of the above mentioned are included in the free version plus a ton other cool productivity & sales tools and Hubspot also lives inside gmail with their chrome extension. Just saying..
This is really useful info , using Rapportive can also add value .
CRM Consulting Essentials Indeed, Rapportive is a part of my must have tool kit!
If you're looking for a Gmail + CRM fusion check out RadiumCRM. We took a little different approach from the plugins you demoed here but same general concept.
Steve, that was a good, helpful video. Thanks.
I have a question though. When using Gmail as a CRM, is there any way you can share your contacts, tasks and reminders with colleagues?
Also, is there any way to tag and track your sales pipeline?
I've tried both Streak and Boomerang. Not sure yet which is better suited for my efforts!
I am a huge fan of boomerang and have the pro version on two accounts. I work with the team at WriteThat.name as well, so if you have any questions, shoot them off... and Tod Maffin is indeed inspiring ;-) (nothing to blame this round!)
Hi Steve, Saverio from the Bronx, NY Watching the video on CRM solutions and I can't seem to find "Write That Name" for windows, Is it only for Apple products??
Very helpful thanks Steve.
Great solution...... Is this also in Dutch?
Hi Steve, what are your thoughts on Insightly? It seems to be all-encompassing and the price is better. Thanks! Sherri
Sherri Neasham Everything I have heard is positive about it!
Nice collection of tools, Steve! Some really useful features.
But check out "NetHunt CRM for Gmail" if you want to use Gmail as a CRM.
Very helpful, so thanks. Is this your latest word on Gmail/Google's capability as a CRM?
Yes, I think I am due for an update.....:-)
You don't wanna EVER know how many emails are in MY Gmail account! LOL!!!
Rennita Allen Email Horders, a new TV show! You may be the first feature!
LOL!!!!!!! That is HILARIOUS! I need help, man! I'll be a guest! Thanks for that!
Hej Steve,
Thanks for the great videos. How do get that Picture-in-Picture in your videos? Thanks in advance.
mauricemalou2 I use Screenflow to record my videos and use a Greenscreen to key out the Background, we have a webinar on it coming up next week, keep your eyes open!
How did he get the menus above in the first place?
rapportive and brand my email are another great and easy to use plugins for gmail that i use!
Hi Steve, with the speed in which technology changes, have you updated this video?
Chris Sterns I have touched on a lot of the newer aspects of Gmail CRM, you can find those videos ion the Google App Playlist
Thanks for the tool tips. You should check out Rapportive and Streak.
Mark Evans Hey Mark, nice to see your smiling face!, I have done a video on Rapportive, love it, and I am considering diving into streak, thanks!
Do you know of any CRMs that integrate into Gmail? Much like Prophit does for outlook?
+Steve Dale The first one that comes to mind is Streak CRM and I am sure there are others
Prosperworks.com is one that was just recommended to me by a sales buddy of mine who has tried many CRM platforms. It is designed and built around Google/Gmail.
SalesForce can integrate with Gmail and it works very well. The easiest option is to get an app on the SalesForce app exchange to do the integration.
Nice! Wich system do you use to make this video??
I use Screenflow, I have a free tutorial on how I make them.
members.dottotech.com/?page_id=4007
Pretty nice Geek stuff!
Can you do a new video on different CRM solutions? Thanks!!
Nice video, cheers from France :)
Aren't some of these functions included in Gmail's Labs? There was one 3rd party stand-alone that worked with Outlook called Xobni (inbox spelled backwards) that was extremely powerful. I haven't seen it around for awhile. What I need is a purging system that will make mincemeat of an overloaded inbox...in a few clicks!
even if not a full-throated CRM greats tips on increasing productivity w/in Gmail!
Thanks, I am really liking a new addition, MixMax
Nice sharing however, but this approach would entail additional administration, paying different 3rd party apps. In nowadays, its better to focus on one centralized ERP software sort of stuff than chopped apps
+francis b (Asian Covers) It may, although this video is older I can still see the value to building your own system with just the features you need. I do not think one approach is "better" it is just what works for you.
Very Good !
I'm, not recommending this but I just found out about Streak - CRM for Gmail
By Streak Inc - I'm going to check it out.
I realize that the features of activeinbox are the same as Google inbox
Some are
Hey big guy, any new views on CRM in or can connect easily with Gmail?
I’ve been playing around with/reviewing a couple but would love to hear your current thunks
How about a video here or on Webinar Wednesdays soon?
Good suggestion, there are a few, but I am not up to speed either.
In my gmail I do not have all the tools you show on your gmail. How can I get them on my email. For example: adding something to my calendar.
Let's talk Health & Fitness
This was Awesome...
Is the !Label shortcut function gone? I can't do that.
I think that IQTell can also provide all the functionality mentioned here plus lots more and is multi platform and also cheaper
simon blundell IQTel has a great reputation, I recommend it to people who miss Microsoft Outlook after they have migrated to the Mac.
dottotech Yes I use it as a CRM solution as I can import my orders directly into it from a CSV file, then I can attach any eMails relating to the order by a single click via a macro, and also create tasks/actions against the orders directly from emails/phone calls etc and it also links in to Evernote so its like an "everything in one place" application for me and its available via web or Apple IOS and Android :)
Excelent Steve,
Now there are a new CRM based on Google products (Gmail, Drive, Docs, Hangout..) all in ioGrow CRM for example you can add leads directly from Gmail... you cant test it at iogrow.com, waiting for your feedbacks Steve as you have experience on that. Thank you!
Hey Steve,
I am looking for a CRM to manage contact- and task-related calls, mails, etc. and to automate workflows.
I wonder whats on your mind about bitrix24? Looks like an all-tools-in-one-solution.
Do you have an opinion on that? Alternatives like Zoho, Insightly, etc. would also be cool to get tested by Dotto.
Maybe you could make a comparison-Video like:
"The 5 smartest CRM-Systems for small busines"
Cheers, Simon
+Simon Block Hey Simon, I don't do full comparative reviews, I dont have the resources, that is why you see my videos more along the line of "this is how you can do X" I think you are on the right track with the apps you are looking at, the key to a CRM is not look back once you chose one! Dive in and make the most of the one you chose!
+Simon Block I have two small business and am currently exploring lower-end CRM solutions. What I've found is that they all seem to have draw backs. It's likely a product of "you get what you pay for" but for $35/month per person (or less) I always seem to be disappointed that a needed feature is missing or the producer has crafted a work-around for a lack of integration. My latest test is a combination of Streak, Rapportive and YesWare (in addition to some of the tools in Steve's video). So far, so good! Please let me know what you've found!
I haven't tried any of these but I use Streak for my CRM.
Agree, I started using Streak after seeing one of Steve Dotto's more recent videos. I'm now a big fan.
Still getting a 501 error when trying to Click to Listen using gmail and Safari
How do you write on your videos?
great info, thank you
any new updates gmail/crm?
Now there is no free plan. Its free 30 days and then you pay . Sad :o(
very engaging, useful
I appreciate that Dave!
Great information thanks
great video
Good ideas. I'm stuck on your channel :-)
Good idea
***** Thanks! I think I should refresh this video, it is kind of dated!
If it is old, yes :-) . Nice would be offer something to contacts and do a good work flow with a lean navigation to all the tools.
Active inbox is now $33.95 a year - Wow 33% thats some price inflation for a web app
Big Increase in a competitive space Simon Clifford There are so many Gmail based CRM solutions out there!
hello I like to to improv my english language skills
great
ActiveInbox has improved and changed a huge amount since this - any chance of an update Steve? We've got due dates that return tasks to a 'Today' section above your inbox, Google calendar syncing for all your deadlines and even a 'Send Later' option.
Mobile app going into Beta this week if you want a first look - just ping sam at activeinboxhq dotcom and he'll get you onboard!
ActiveInbox Thanks for the heads upl I have not really looked at your app is a while , but I will revisit it, this videos is indeed showing it's age!
Help! I have a team of 4 guys. We have a group set up with info@domain email address. We have Apps for work setup with 4 inboxes (each of our respective names@domain. I simply want a way for one of us only to be picked up and be able to respond to a customer enquiry sent to our info@domain group and not have another person also pick it up and respond to it. I also then want any of the team to be able to search for this resolved email conversation in the future should the customer call up or come into our shop and then we can view the email conversation and deal with the customer accordingly. We used to do this so simply using Apple Mail and folders, we moved to google apps thinking this would be so straight forward but it aint! Also with groups we cant have our email signatures drop in automatically! Help! This is driving me insane! I'll go to another CRM tool if I must..
Tim McDonald Hey Tim, I am actually a bit stumped by this, do either of these help?
support.google.com/a/answer/167430?hl=en
support.google.com/a/answer/33330?hl=en
Found this some great info. Some other good tools: www.yesware.com/ email scheduling and tracking ( much like streak which I just found on this thread). and rapportive.com/ : which pulls social info to gmail, basically putting a face to the name, and pulls their last social posts.
Great job on the GMAIL as CRM I enjoyed it very much. Especially the "!". I was using an A to keep it at the top of the list, which worked fairly well for me, but, not as good as this is going to. Thanks!!!!!!!!!!!!~ smileyswelove/327/ ~