# Sales CRM for Digital Agencies - Manage Your Agency Pipeline

> A simple Sales CRM for digital agencies living inside Gmail. Track leads, manage client relationships, and run shared pipelines without leaving Google Workspace.

- Canonical HTML: [https://tooling.studio/sectors/sales-crm-for-digital-agencies](https://tooling.studio/sectors/sales-crm-for-digital-agencies)
- Markdown version: [https://tooling.studio/sectors/sales-crm-for-digital-agencies.md](https://tooling.studio/sectors/sales-crm-for-digital-agencies.md)

## Hero

Manage Your Agency Pipeline Directly in Gmail

Stop losing leads in your inbox. Organize client relationships, pipeline stages, and outreach without ever leaving Google Workspace.

- Visualize Your Sales Pipeline
- Built around Google Contacts
- Share pipelines with your team
- Simple, effective CRM for agencies.

## How It Works

### 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.

## Intended Use

- Lead management and agency pipeline tracking.
- Client relationship history kept close to email conversations.
- Shared ownership across small commercial teams.

## Pricing

Flexible plans that grow with your sales team

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

| Plan | Monthly | Yearly | Description |
| --- | --- | --- | --- |
| Personal | $0 | $0 | All the essentials for solo users – completely free |
| Teams | $5 | $50 | 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 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

## Questions and Answers

### 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.