Question 1

What is Sales CRM?

Accepted Answer

Sales CRM is Tooling Studio's lightweight CRM for Google Workspace. It helps you manage contacts, organizations, and shared pipelines without leaving Gmail.

Question 2

Who is Sales CRM for?

Accepted Answer

It is a strong fit for founders, agencies, small sales teams, service businesses, and anyone who mainly manages leads and customer relationships from Gmail and Google Workspace.

Question 3

How is Sales CRM different from Google Contacts?

Accepted Answer

Google Contacts stores contact details. Sales CRM adds the working layer on top: pipelines, notes, comments, tags, custom fields, attachments, and team visibility.

Question 4

Does Sales CRM work inside Gmail?

Accepted Answer

Yes. It is designed to fit into your Google Workspace workflow so you can manage contacts and pipeline work without living in a separate CRM all day.

Question 5

What can I store on a contact or organization?

Accepted Answer

You can add notes, comments, tags, custom fields, attachments, and ownership details so each record has more useful context.

Question 6

Can I manage companies as well as people?

Accepted Answer

Yes. Sales CRM supports both contacts and organizations, so you can keep company-level and person-level information connected.

Question 7

Can I create more than one pipeline?

Accepted Answer

Yes. You can use multiple pipelines if you have different sales flows or different kinds of work.

Question 8

Can I share the CRM with my team?

Accepted Answer

Yes. Team sharing is one of the main reasons to use the paid plan. You can keep your personal CRM private and use the team plan when you want shared visibility.

Question 9

Can I assign ownership and leave notes or comments?

Accepted Answer

Yes. You can assign ownership so it is clear who is handling a contact or organization, and your team can keep notes and comments tied to the record.

Question 10

Does Sales CRM use my Google Contacts?

Accepted Answer

Sales CRM is built around a Google-friendly contact workflow and can pull in your Google Contacts as a starting point.

Question 11

If I change something in Sales CRM, does it overwrite my Google Contact?

Accepted Answer

Not necessarily. CRM-specific details like notes, tags, custom fields, attachments, and pipeline data live inside Sales CRM. You should not assume every CRM edit writes back to the original Google Contact.

Question 12

Does Sales CRM already include advanced deal forecasting?

Accepted Answer

That is not the main story today. Sales CRM is strongest today for lightweight contact, organization, and pipeline management inside Google Workspace.

Question 13

Is Sales CRM only for classic sales teams?

Accepted Answer

No. It can also work well for founders, agencies, recruiters, consultants, and service businesses that manage leads and customer relationships in Gmail.

Question 14

Is Sales CRM free?

Accepted Answer

Yes for personal use. You pay when you want to share the CRM and collaborate with teammates.

Question 15

When should I choose Sales CRM instead of Kanban Tasks?

Accepted Answer

Choose Sales CRM when you want to manage leads, contacts, organizations, and pipeline stages. Choose Kanban Tasks when you want to manage work, projects, and task boards.

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 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 contacts with tailor-made data points and labels
Notes & Comments Capture every interaction and collaborate with your team
Visual Pipelines Move contacts and organizations through intuitive pipeline stages
Reminders & Notifications Never miss a follow-up with automated alerts
Attachments Attach proposals, contracts, or any files to contacts and organizations
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 and organizations
Collaborate Effectively
Shared CRM Give your entire team real-time access to customer data	-
Assign Contacts & Organizations Delegate ownership and keep accountability clear	-

Manage Your Agency Pipeline Directly in Gmail

Leads from Your Inbox

Visual Pipeline

Never Miss a Follow-up

Collaborate on Deals

Custom Fields & Tags

Google Contacts Sync

Flexible plans that grow with your sales team

Organize Your Contacts

Work the Pipeline

Collaborate Effectively

Organize Your Contacts

Work the Pipeline

Collaborate Effectively

Frequently asked questions