# CRM Assistant for Gmail™ Reviews **Vendor:** RT Dynamic **Category:** [Google Workspace for Sales Software](https://www.g2.com/categories/google-workspace-for-sales) **Average Rating:** 4.2/5.0 **Total Reviews:** 7 ## About CRM Assistant for Gmail™ With the CRM Assistant for Gmail™ add-on, you can quickly perform CRM operations from within Gmail for increased productivity and easier information management. Learn more about how this solution works below, then start your free trial to install the CRM Assistant Gmail add-on and get started. Create CRM Records from Email With CRM Assistant for Gmail™, you can create CRM records from your Gmail window. Simply choose the option to add as Contact/Lead/Prospect when you have an email open, and the assistant will autofill the required fields for you in the create window. Archive Emails Save Emails from Gmail to your CRM with a few clicks. When you open an email, the assistant will instantly find all CRM records linked to the email addresses involved. You can pick a record to archive the email with. Plus, you can automate email archiving for up to 10 addresses. Save Attachments You can also archive attachments, with or without the email they are linked to. You can save them all or select the ones you need. The files are attached to their relevant records as Notes. Edit and Delete CRM Records You can also edit or delete any record directly from Gmail, and the changes will be synced to your CRM. Simply go to a record's detail view and click on the appropriate icon in the action bar. The auto archive action, which saves all future emails from that lead or contact, can also be found here. Convert Leads For even more convenience, you can convert leads directly from the add-on. Go to a Leads record and click on the convert button to create the relevant account and contact. You can also immediately create an opportunity if you want. To know more, head over to: https://store.suitecrm.com/addons/crm-assistant ## CRM Assistant for Gmail™ Pros & Cons **What users like:** - Users love the **email tracking** feature, which enhances project management by providing timely notifications. (1 reviews) - Users appreciate the **organization capabilities** of CRM Assistant for Gmail™, streamlining project management and notification tracking. (1 reviews) **What users dislike:** - Users face **mobile limitations** , as CRM Assistant for Gmail™ does not integrate with popular platforms like WhatsApp. (1 reviews) - Users face **limited access** as the CRM Assistant for Gmail™ cannot function with WhatsApp, hindering client communication. (1 reviews) ## CRM Assistant for Gmail™ Reviews ### 1. Great Email Tracking for Project Management, but Mobile Limitations **Rating:** 3.0/5.0 stars **Reviewed by:** Albert O. | Project Manager, Sports, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2026 **What do you like best about CRM Assistant for Gmail™?** Email tracking and I will get notified easily and it makes it better manage more projects. **What do you dislike about CRM Assistant for Gmail™?** Mobile limitations is cannot work on Whatsapp and that is where I get most of my clients. **What problems is CRM Assistant for Gmail™ solving and how is that benefiting you?** The first pitch sent, it makes it better to handle the sending out of information. ### 2. Efficient when it comes to automating customer management **Rating:** 5.0/5.0 stars **Reviewed by:** Jaime Ernesto C. | Coordination and Development in Social Media, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about CRM Assistant for Gmail™?** Integrate various management suites with Gmail very well and in the process simplify repetitive tasks such as email archiving and attachment management. **What do you dislike about CRM Assistant for Gmail™?** It requires prior installations of SuiteCRM and plugins, which can be barriers for novice users or those who know nothing about such automation. **What problems is CRM Assistant for Gmail™ solving and how is that benefiting you?** It has helped me to resolve certain functions such as the automatic filing of many emails, viewing related records, and it is compatible with my cell phone. Additionally, it helped me to have a better workflow with my coworkers. ### 3. Amazing experience of using CRM Assistant for GMAIL **Rating:** 4.5/5.0 stars **Reviewed by:** Sarthak N. | SDE-1, Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2024 **What do you like best about CRM Assistant for Gmail™?** The most helpful thing about CRM assistant for gmail is that the ease of integrating it with gmail was so good and quick. Also I recommended it to my older seniors and the ease of use made it possible for them as well to use it. It has a lot of features and has sufficient ones for doing its task optimally and efficiently. I along with my tteam have used it quite frequently and it is due to its ease of implementation. The customer supportt is good just that it can have more AI features in it. **What do you dislike about CRM Assistant for Gmail™?** I did not get the way to contact the customer support though to make it more streamlined they should be using chatting bots so that handling the customer support is much more easier. **What problems is CRM Assistant for Gmail™ solving and how is that benefiting you?** For sales it has been real good to me. I definitely use a lot of sales products and being in the marketing and HR tech field using this customer relationship managemnet tool has been really useful to me. It has made the task very streamlined for me and I can manage the customers and mails in much more simpler and easier way. ### 4. Best way of communication **Rating:** 5.0/5.0 stars **Reviewed by:** Shipra P. | Test Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2024 **What do you like best about CRM Assistant for Gmail™?** Yes I really like Best way of communication. It's seamless integration and contract management is very nice.activity logging is also very nice **What do you dislike about CRM Assistant for Gmail™?** Just cost nothing else every thing is perfect **What problems is CRM Assistant for Gmail™ solving and how is that benefiting you?** Email templates and notes and reminders. ### 5. Effortlessly Organize and Enhance Gmail with CRM Assistant **Rating:** 4.0/5.0 stars **Reviewed by:** Priyanka S. | Quality Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2024 **What do you like best about CRM Assistant for Gmail™?** Save email records from Gmail to our CRM and whenever we need we have to access email only we are able to find all CRM records as it synced with CRM also it is very easy to use for beginner. **What do you dislike about CRM Assistant for Gmail™?** Limited functionality and customization offered by the CRM Assistant. **What problems is CRM Assistant for Gmail™ solving and how is that benefiting you?** It's providing a support in archieve attachments and email also edit or delete any record directly from Gmail, and the changes will be synced to your CRM. ### 6. Keep track on customer need and maintain good communication **Rating:** 4.5/5.0 stars **Reviewed by:** Niha S. | Technical Recruiter, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about CRM Assistant for Gmail™?** Good set up for everything and we can use it for scheduling and reminding **What do you dislike about CRM Assistant for Gmail™?** Nothing to dislike as it good no cons at all **What problems is CRM Assistant for Gmail™ solving and how is that benefiting you?** Sales leads are not missed and we can use it in multiple way ### 7. Review for CRM Assistant for Gmail **Rating:** 3.5/5.0 stars **Reviewed by:** Md A. | Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about CRM Assistant for Gmail™?** It can be easily integrated with other tools like sales, invoice,s and others **What do you dislike about CRM Assistant for Gmail™?** It requires technical know-how , so one should be very sound. **What problems is CRM Assistant for Gmail™ solving and how is that benefiting you?** Maintaining all customer workflow, data, acquisition and sales. - [View CRM Assistant for Gmail™ pricing details and edition comparison](https://www.g2.com/products/crm-assistant-for-gmail/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+21%3A37%3A44+-0500&secure%5Bsession_id%5D=e3f63d09-3bad-441d-be09-3f215df1f27f&secure%5Btoken%5D=c6a0dec3031395a0af3fae23c21e0c6bd1c8c07d05f227623de10ecf6b1f4f7e&format=llm_user) ## CRM Assistant for Gmail™ Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) ## CRM Assistant for Gmail™ Features **Agentic AI - Google Workspace for Sales** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance ## Top CRM Assistant for Gmail™ Alternatives - [Zoho Desk](https://www.g2.com/products/zoho-desk/reviews) - 4.4/5.0 (7,323 reviews) - [Mixmax](https://www.g2.com/products/mixmax/reviews) - 4.6/5.0 (1,433 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) - 4.3/5.0 (1,400 reviews)