What is Sales CRM and how does it work inside Gmail?

Sales CRM is Tooling Studio's cloud-based CRM software built for Google Workspace. It embeds CRM context inside Gmail through a Chrome extension, so you can view contact records, update deal stages, add notes, and manage pipeline work close to your inbox.

Is there a free CRM for Google Workspace users?

Yes. The Personal plan is free and gives individuals a practical CRM for contacts, organizations, deals, and pipelines. You pay when you want team collaboration.

How does the Gmail CRM integration work?

The Gmail CRM integration runs through the Chrome extension. When you work in Gmail, Sales CRM can surface relevant CRM context in the sidebar so contacts, deals, notes, and follow-up work stay connected to the conversation.

What makes Sales CRM different from heavier CRM software?

Sales CRM focuses on teams that live in Gmail and Google Workspace. It gives you real pipeline management, deal stages, ownership, custom fields, and collaboration without the setup weight of an enterprise CRM platform.

Can I use this as a CRM for Google Contacts or Google Sheets?

Sales CRM can use Google Contacts as your starting point, then adds the CRM layer that spreadsheets and contact lists lack: visual pipelines, deal tracking, ownership, custom fields, notes, comments, attachments, and team visibility.

How does the AI-native CRM feature work with Claude?

Sales CRM includes MCP access so AI tools such as Claude can work with structured CRM context. That opens the door to deal summaries, contact enrichment, cleanup workflows, and better follow-up suggestions based on your pipeline data.

What business process automation workflows does Sales CRM support?

Sales CRM gives teams a foundation for CRM automation by combining visual pipelines, structured CRM records, MCP access, and the Chrome extension. Common workflows include enrichment, deal summaries, follow-up prioritization, and cleanup of incomplete CRM records.

Is Sales CRM a good fit for small sales teams?

Yes. It is built for founders, agencies, consultants, service businesses, and small sales teams that want shared pipeline visibility without forcing everyone into a complex CRM rollout.

What does the Chrome CRM extension do beyond Gmail?

The Chrome extension gives you CRM access in the browser, with the primary experience inside Gmail. It helps keep contact and deal work close to prospecting and communication workflows instead of isolated in a separate CRM tab.

How is this different from platforms like HubSpot?

Platforms built for CRM sales and marketing at scale often require more configuration, administration, and process change. Sales CRM is a focused Google Workspace CRM for teams that want pipeline management, contact context, and collaboration without adopting a full marketing automation platform.

What is the fastest way to set up Sales CRM?

Connect your Google account, start from your Google Contacts, create one pipeline that mirrors your current sales stages, assign your first few deals, and invite your team when you need shared visibility.

Does Sales CRM work beyond classic sales teams?

Yes. Recruiters, agencies, consultants, founders, and service teams can use the same pipeline and contact management model for candidates, client relationships, proposals, partnerships, and other relationship-driven work.

Sales CRM

Launch App App Chrome Plugin Plugin

Best CRM for Gmail & Google Workspace

from 3 ratings

Your entire sales pipeline, inside Gmail.

Tooling Studio Sales CRM is cloud-based CRM software built natively for Google Workspace. Track contacts, deals, and pipelines without leaving the inbox your team already lives in.

CRM records directly beside Gmail conversations
Google Contacts as your CRM starting point
Contacts, organizations, deals, and shared pipelines
Notes, tags, attachments, custom fields, and ownership

Start free

Chrome extension

Rated 5/5. Trusted by 1,000+ Google Workspace teams. Free plan, no credit card needed.

2026-05-25 · Latest update: Smarter CRM imports, cleaner country flags, and better navigation

Track contacts, deals, and pipelines without leaving Google Workspace.

Companies of all sizes trust Tooling Studio and Kanban Tasks for their productivity.

Overview

A CRM strategy that works with Google, not against it

Most CRM software drags your team into a second app, a second login, and a second routine. Sales CRM lives inside Gmail and Google Workspace, so adoption happens naturally and your CRM process actually gets followed.

CRM inside Gmail

Manage your sales pipeline from the Gmail sidebar. Every contact, deal, note, and follow-up lives where your conversations happen, giving you CRM in Gmail without switching tabs.

Built on Google Contacts

Your existing Google Contacts become your CRM starting point. Add pipeline stages, custom fields, tags, and deal values on top of records you already maintain.

Visual deal pipelines

Drag contacts, organizations, and deals through visual Kanban-style stages. Your team gets a shared, real-time view of every open opportunity.

AI-native CRM foundation

MCP access gives AI tools structured access to pipeline data, so deal summaries, enrichment workflows, and follow-up suggestions can work from real CRM context.

Benefits

Why sales teams choose this over heavier CRM software

The best CRM for sales teams is the one they actually use. These are the outcomes teams get when their pipeline lives where their work already happens.

Adoption

Zero onboarding friction because it lives where you already work

Sales CRM embeds directly inside Google Workspace, so your team does not need a separate platform just to update a deal. Pipeline data stays fresh because updating it takes seconds.

Speed

Start selling in minutes with your existing contact data

Import your Google Contacts, add deal stages, assign ownership, and invite your team. A practical CRM strategy should accelerate your first customer conversation, not delay it.

Visibility

Every team member knows exactly where every deal stands

Shared pipelines, real-time ownership assignments, and threaded comments remove the usual question of who is handling what.

Automation

AI business process automation on top of your live pipeline

Claude AI integration through MCP gives your team a path to CRM data cleanup, contact enrichment, deal summaries, and intelligent follow-up prioritization.

Cost

Free CRM for Google Workspace, with a team plan that scales

Solo users get a free personal plan. When your team is ready to collaborate, shared pipelines and deal assignments unlock at USD 5 per user per month.

Features

Everything a growing sales team needs, nothing it does not

These are the CRM software integrations and capabilities that make Tooling Studio practical for Google Workspace teams.

Gmail CRM integration

Access contact and deal records directly from the Gmail sidebar instead of jumping to an external app.

Visual deal pipelines

Drag-and-drop boards for contacts, organizations, and deals, with multiple pipelines for different workflows.

Collaborative team CRM

Shared pipelines, deal ownership, and threaded comments give the whole team one view of customer relationships.

Custom fields and tags

Tailor every contact and deal record to your sales process, then filter by the data points that matter.

Reminders and follow-ups

Keep follow-up discipline close to the conversations, contacts, and deals that need attention.

AI-native CRM with MCP

Connect AI tools to structured pipeline data for deal questions, summaries, and enrichment workflows.

Attachments and notes

Attach proposals, contracts, reference documents, notes, and comments directly to CRM records.

Table and board views

Switch between visual pipeline boards and structured table views depending on how you want to review CRM data.

CRM Chrome extension

Use the Chrome extension for CRM access inside Gmail and other prospecting workflows in your browser.

CRM integration with Gmail, Google Contacts, and Claude AI

Sales CRM connects to the Google tools you depend on daily and opens a structured MCP channel for AI-assisted enrichment, deal summaries, and business process automation workflows.

GmailGoogle ContactsGoogle CalendarGoogle WorkspaceClaude AI through MCPChrome extension

Start free

Flexible plans that grow with your sales team

Get started for free and upgrade when you’re ready to collaborate and scale.

Features	Personal $0 per month All the essentials for solo users – completely free Get Started Free	Teams $5 per user per month Unlock collaborative selling features for your whole team Get Sales CRM for Teams
Organize Your Contacts
Unlimited Contacts Store as many contacts as you need without limits
Unlimited Organizations Create unlimited company records linked to contacts
Unlimited Deals Track opportunities with value, status, close dates, and linked records
Unlimited Pipelines Set up multiple sales pipelines for different workflows
Work the Pipeline
Embedded in Google Workspace Work directly inside Gmail, Calendar and more
Google Contacts Import Start from the contacts you already keep in Google
Custom Fields & Tags Enrich CRM records with tailor-made data points and labels
Notes & Comments Capture every interaction and collaborate with your team
Visual Pipelines Move contacts, organizations, and deals through intuitive pipeline stages
Reminders & Notifications Never miss a follow-up with automated alerts
Attachments Attach proposals, contracts, or any files to CRM records
Filters & Segments Slice and dice your data to focus on the right prospects
Drag-and-Drop Stage Updates Move records across stages with a single gesture
Table Views Switch to structured table views for contacts, organizations, and deals
Collaborate Effectively
Shared CRM Give your entire team real-time access to customer data	-
Assign Contacts, Organizations & Deals Delegate ownership and keep accountability clear	-

Personal

$0 /month

All the essentials for solo users – completely free

Get Started Free

Organize Your Contacts

Unlimited Contacts

Store as many contacts as you need without limits

Unlimited Organizations

Create unlimited company records linked to contacts

Unlimited Deals

Track opportunities with value, status, close dates, and linked records

Unlimited Pipelines

Set up multiple sales pipelines for different workflows

Work the Pipeline

Embedded in Google Workspace

Work directly inside Gmail, Calendar and more

Google Contacts Import

Start from the contacts you already keep in Google

Custom Fields & Tags

Enrich CRM records with tailor-made data points and labels

Notes & Comments

Capture every interaction and collaborate with your team

Visual Pipelines

Move contacts, organizations, and deals through intuitive pipeline stages

Reminders & Notifications

Never miss a follow-up with automated alerts

Attachments

Attach proposals, contracts, or any files to CRM records

Filters & Segments

Slice and dice your data to focus on the right prospects

Drag-and-Drop Stage Updates

Move records across stages with a single gesture

Table Views

Switch to structured table views for contacts, organizations, and deals

Collaborate Effectively

Shared CRM

Give your entire team real-time access to customer data

Assign Contacts, Organizations & Deals

Delegate ownership and keep accountability clear

Teams

$5 /user/month

Unlock collaborative selling features for your whole team

Get Sales CRM for Teams