Question 1

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

Accepted Answer

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.

Question 2

Is there a free CRM for Google Workspace users?

Accepted Answer

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.

Question 3

How does the Gmail CRM integration work?

Accepted Answer

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.

Question 4

What makes Sales CRM different from heavier CRM software?

Accepted Answer

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.

Question 5

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

Accepted Answer

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.

Question 6

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

Accepted Answer

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.

Question 7

What business process automation workflows does Sales CRM support?

Accepted Answer

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.

Question 8

Is Sales CRM a good fit for small sales teams?

Accepted Answer

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.

Question 9

What does the Chrome CRM extension do beyond Gmail?

Accepted Answer

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.

Question 10

How is this different from platforms like HubSpot?

Accepted Answer

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.

Question 11

What is the fastest way to set up Sales CRM?

Accepted Answer

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.

Question 12

Does Sales CRM work beyond classic sales teams?

Accepted Answer

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.

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	-

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

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