Digital Agencies
4.6
from 40+ reviews
Manage Your Agency Pipeline Directly in Gmail
Stop losing leads in your inbox. Organize client deals, track outreach, and close more projects without ever leaving Google Workspace.
- Visualize Your Sales Pipeline
- Syncs with Google Contacts
- Share Deals with Your Team
Download our Plugin Simple, effective CRM for agencies.
Natively embedded directly in your Google Workspace.
See the full walkthrough here.
Companies of all sizes trust Tooling Studio and Kanban Tasks for their
productivity.
Leads from Your Inbox
Turn incoming emails from potential clients into leads instantly. No copy-pasting into a separate CRM.
Visual Pipeline
See exactly where every deal stands. Drag and drop leads through your custom sales stages.
Never Miss a Follow-up
Set due dates and reminders for follow-ups directly on your deal cards. Stay on top of every opportunity.
Collaborate on Deals
Share your pipeline with the team. Assign leads, add comments, and win clients together.
Custom Fields & Tags
Track project budgets, lead sources, and specific client requirements with custom fields.
Google Contacts Sync
Keep your contacts organized. Any update in the CRM reflects in Google Contacts automatically.
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 | Teams $5 per user per monthUnlock collaborative selling features for your whole team |
|---|---|---|
| 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 | ||
| Enhance Your Workflow | ||
Embedded in Google Workspace Work directly inside Gmail, Calendar and more | ||
Google Contacts Sync Keep your Google Contacts automatically up-to-date | ||
Custom Fields & Tags Enrich contacts with tailor-made data points and labels | ||
Notes & Comments Capture every interaction and collaborate with your team | ||
Kanban Pipeline Visualize deals in an intuitive drag-and-drop board | ||
Reminders & Notifications Never miss a follow-up with automated alerts | ||
Attachments Attach proposals, contracts or any files to contacts and deals | ||
Filters & Segments Slice and dice your data to focus on the right prospects | ||
Drag-and-Drop Stage Updates *Deals will be available soon Move contacts and deals across stages with a single gesture | ||
Deal Tracking *Deals will be available soon Monitor progress and forecast revenue with confidence | ||
| Collaborate Effectively | ||
Shared CRM Give your entire team real-time access to customer data | - | |
Assign Contacts & Organizations Delegate ownership and keep accountability clear | - | |
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
Enhance Your Workflow
Embedded in Google Workspace
Work directly inside Gmail, Calendar and more
Google Contacts Sync
Keep your Google Contacts automatically up-to-date
Custom Fields & Tags
Enrich contacts with tailor-made data points and labels
Notes & Comments
Capture every interaction and collaborate with your team
Kanban Pipeline
Visualize deals in an intuitive drag-and-drop board
Reminders & Notifications
Never miss a follow-up with automated alerts
Attachments
Attach proposals, contracts or any files to contacts and deals
Filters & Segments
Slice and dice your data to focus on the right prospects
Drag-and-Drop Stage Updates
Move contacts and deals across stages with a single gesture
*Deals will be available soon
Deal Tracking
Monitor progress and forecast revenue with confidence
*Deals will be available soon
Collaborate Effectively
-
Shared CRM
Give your entire team real-time access to customer data
-
Assign Contacts & Organizations
Delegate ownership and keep accountability clear
Teams
$5 /user/month
Unlock collaborative selling features for your whole team
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
Enhance Your Workflow
Embedded in Google Workspace
Work directly inside Gmail, Calendar and more
Google Contacts Sync
Keep your Google Contacts automatically up-to-date
Custom Fields & Tags
Enrich contacts with tailor-made data points and labels
Notes & Comments
Capture every interaction and collaborate with your team
Kanban Pipeline
Visualize deals in an intuitive drag-and-drop board
Reminders & Notifications
Never miss a follow-up with automated alerts
Attachments
Attach proposals, contracts or any files to contacts and deals
Filters & Segments
Slice and dice your data to focus on the right prospects
Drag-and-Drop Stage Updates
Move contacts and deals across stages with a single gesture
*Deals will be available soon
Deal Tracking
Monitor progress and forecast revenue with confidence
*Deals will be available soon
Collaborate Effectively
Shared CRM
Give your entire team real-time access to customer data
Assign Contacts & Organizations
Delegate ownership and keep accountability clear
Frequently asked questions
Find answers to common questions about using Sales CRM for agencies.
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Kanban Tasks
Shared Kanban Boards with your Team
Start using Kanban Tasks for free. No credit card required. Just sign up
with your Google Account and start managing your tasks in a Kanban Board
directly in your Google Workspace.