See How CRM Inside Gmail Actually Works
Step-by-step visual guide to managing your entire sales process without leaving Gmail
"Show Me What CRM Inside Gmail Actually Looks Like"
This is the #1 question I get: "I understand the concept, but what does CRM inside Gmail actually look like? How do I manage deals without leaving my inbox?"
I spent weeks creating this visual guide because seeing is believing. When my team first saw FlareCRM working inside Gmail, their reaction was: "Wait, this is still Gmail? It looks like Gmail built these CRM features themselves."
That's exactly the point. CRM inside Gmail shouldn't feel like an add-on - it should feel native. Here's exactly how it works, step by step.
Your Gmail Workflow: Before vs After CRM
❌ Before: Gmail Without CRM
📧 Email from [email protected]
❓ Who is this person again?
❓ What deal are they part of?
❓ When did we last talk?
❓ What's the deal status?
🔍 Search for contact...
📊 Check deal status...
📝 Update notes...
😤 Lost context, forgot what to write
✅ After: CRM Inside Gmail
📧 Email from [email protected]
John Smith - ACME Corp
💰 Deal: $25K - Stage: Proposal
📅 Last contact: 3 days ago
📝 Note: Waiting for CFO approval
✅ Reply with context
✅ Update deal stage
✅ Add follow-up reminder
✅ Never leave Gmail
Step-by-Step: How CRM Inside Gmail Works
Open Gmail - CRM Appears Automatically
After installing FlareCRM, open Gmail normally. You'll see new CRM panels integrated seamlessly into your familiar Gmail interface. No separate login, no new app to learn.
💡 Visual: Your Gmail inbox now shows deal values next to sender names, and a CRM sidebar appears when you select emails from prospects.
Click Any Email - Contact Info Loads Instantly
When you open an email from a prospect, FlareCRM automatically displays their contact card, deal information, and interaction history in a sidebar. All without leaving the email view.
What you see: Contact name, company, deal stage, deal value, last interaction date, team notes, and upcoming tasks - all in a clean sidebar next to the email.
Update Deals While Reading Email
As you read the email, you can instantly update the deal stage, add notes, or schedule follow-ups. The CRM updates happen in real-time while you stay focused on the conversation.
Example: Email says "We're ready to move forward" → Click "Proposal" → "Closed Won" → Add note "Signed contract" → Set follow-up for onboarding. All in 10 seconds.
Reply With Full Context
When you reply to the email, you have complete context about the relationship, deal history, and team notes. Your responses are more personalized and professional.
Before CRM: "Hi John, thanks for your email..."
With CRM context: "Hi John, great to hear you're ready to move forward with the $25K proposal. I'll send the contract today and we can start onboarding next week as discussed."
CRM Inside Gmail vs External CRM Tools
| Workflow Step | CRM Inside Gmail (FlareCRM) | External CRM (Salesforce, etc.) |
|---|---|---|
| Receive prospect email | ✅ Contact info appears automatically | ❌ No context, just email |
| Check deal status | ✅ Visible in sidebar | ❌ Switch to CRM app |
| Update deal stage | ✅ One click in Gmail | ❌ Navigate CRM interface |
| Add notes | ✅ Type directly in sidebar | ❌ Find contact, open record |
| Reply to email | ✅ Full context available | ❌ Switch back, lost context |
| Total time | 30 seconds | 3-5 minutes |
People Also Ask About CRM Inside Gmail
How does CRM inside Gmail actually work?
CRM inside Gmail works through a Chrome extension that adds CRM functionality directly to your Gmail interface. When you open an email, you see contact information, deal status, and interaction history in a sidebar without leaving Gmail. You can update deals, add notes, and track communications all within your familiar Gmail environment.
What does CRM inside Gmail look like?
CRM inside Gmail appears as additional panels and information within your existing Gmail interface. You'll see contact cards, deal pipelines, and interaction timelines integrated seamlessly into Gmail's layout. The CRM elements feel like native Gmail features rather than external add-ons.Learn more about the technical integration.
Can I manage my entire sales process inside Gmail?
Yes, with FlareCRM you can manage your complete sales process inside Gmail. This includes lead qualification, deal progression, follow-up scheduling, team collaboration, and reporting - all without leaving your Gmail inbox.See how FlareCRM compares to other Gmail CRMs.
How is CRM inside Gmail different from external CRM tools?
CRM inside Gmail eliminates context switching by embedding all CRM functionality within your email workflow. Instead of opening separate applications, all customer data, deal information, and sales tools appear directly in Gmail where you're already working. This results in 10x faster deal updates and 95% higher team adoption rates.
Is CRM inside Gmail secure?
Yes, CRM inside Gmail can be more secure than external CRMs because it uses Google's security infrastructure and OAuth authentication. Your data stays within Google's ecosystem rather than being exported to third-party servers. FlareCRM follows enterprise security standards and compliance requirements.
Ready to See CRM Inside Gmail in Action?
Experience the workflow that's converted 95% of teams from external CRMs
🎁 Special Offer: Standard trial is 7 days, but if you need more time to experience the full CRM inside Gmail workflow, contact our support team to request an extended trial period.