Add-ons
Check out the store for many more
Add-on

Personal CRM


(5)
offered by Jarvis Group864 users

Overview

A Google Sheets plugin that helps you stay in touch with your contacts.
Personal CRM helps you stay in touch with your contacts, and turn them into your advocates.

Personal CRM works with Gmail and Google Contacts. You do need to be using Gmail or Gmail for Business to take advantage of Personal CRM. 

Personal CRM shows you:

The last time you emailed a contact
The last time they emailed you
Each contact’s birthday and anniversary
Calls you’ve logged
The last time you called each contact

You can assign each contact a score based on their ability and willingness to refer business to you.

Details

Version: 3
Updated: June 16, 2017
Language: English (United States)