Available Google features
Keep independently supplied contacts, notes, lists and authored activity in the cloud. Gmail mailbox relationships remain browser-local or device-only.
ProductCRM for email
Remember the relationship, not the thread.
Open a person and see the conversation, files, notes, tags, lists, and recent activity you need before writing the next message.
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Independent cloud activity
Outlook and independently authored cloud messages retain their supported features. Gmail mailbox associations stay local.
Clear permission choices
Use fresh manual or CSV contacts, or a spreadsheet selected through Google Picker. Native Gmail requires a configured, approved release.
Know the person behind the thread.
Organize your contacts with lists, notes, and tags. Keep recent activity close to the relationship, and use your audience directly in personalized outreach.
Bring your active relationships into view.
Add the people you are working with, group them into useful lists, and save the details you will want before the next conversation.
Organize your contactsOrganize your first contact listAlready using Elite?Open your contacts
What you can do
- Manual and CSV contacts
- Picker-selected Sheets
- Independent contact activity
- Outlook mailbox context
- Notes and suppression state
Before you reach out
Read the last note, check the shared files, and pick up where you left off. Add the next useful detail after the conversation.
Where this fits into your work
Remember the whole account
Open a contact to find recent messages, shared files, and notes before the next conversation.
Create working lists
Group customers, candidates, partners, or prospects for responsible individualized outreach.
Find the file, not the thread
Use the attachment and shared-file index when you remember the document but not the subject line.
Good to know
Gmail mailbox history is not a cloud contact source or export. Old private CRM copies stay blocked after cleanup and reconnect.
CRM for Email FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
No. Use fresh manual entry, CSV or Picker-selected Sheets.
Give every contact a little more context.
Pick up the relationship where the last conversation left off.
