According to John Jantsch’s article you can use Gmail as a CRM tool with some great features that are already offered in Gmail. His interpretation of CRM may be a bit limited, compared to full featured CRM products like those we’re used to implementing, but for those not needing the depth of a traditional CRM, this Gmail implementation can be very powerful. To do this you should familiarize yourself with the features provided in Gmail and customize them to fit your needs.
For example you have your contacts list which you can add all kinds of information to just like a mini database. You can store names, email addresses, and other information which can be accessed. Then you can further create groups and assign contacts into those different groups for example, clients, contractors, vendors, partners, etc.
You can then subdivide those groups into other categories. They can be divided into multiple other folders under each of those groups. For example if you have 5 different clients that you deal with in your business, you can have one folder for each of those under the main folder of client. Then you can move your emails as you read them into their proper files by utilizing the “move to” button in the tool bar above the email.
There are so many possibilities when it comes to Gmail with the additional applications available, like Google Docs, Google Reader, Google Calendar and so much more. You can truly customize you own mini CRM.
Of course if you need a more powerful solution please contact us and we will work with you to find the remedy for your company.