Documents Automation for Nutshell CRM

PandaDoc Proposals and eSignatures for Copper

Create, send, track, and eSign proposals and quotes from within Copper CRM to expedite your sales process and close deals fast. Access the PandaDoc panel from any opportunity, contact or company record within Copper. In minutes you can easily create, send, and track documents on-the-fly. - Create dynamic sales docs in minutes right within Copper CRM opportunities, contacts, and companies objects. - Save time and money with legally-binding built-in eSignatures. No need to purchase a separate electronic signature tool. - Get immediate access to your documents in any object as they are automatically stored in PandaDoc. - Merge data from Copper into your documents automatically to eliminate errors. - Get instant comments from your colleagues and customers to negotiate faster.

Nutshell CRM for Gmail

Save time and stay organized with Nutshell for Gmail. Nutshell is the best Next Action Sales B2B CRM on the market that helps sales teams, marketing teams, support teams, success teams and entire organizations work together to close more deals, retain more customers and increase revenue in order to grow their businesses. Nutshell is simple enough that you can set it up for your team in just a few weeks and sophisticated enough for your business to use as you continue to scale and grow. Nutshell helps you grow and grows with you. Nutshell seamlessly integrates with Google. With this Chrome extension you can bring Nutshell to your Google Workspace email inbox and calendar. This integration allows you to: - Create contacts and tasks - View scheduled activities - Track communication timelines - Write notes - See which emails have been shared with your teammates in Nutshell - Share email threads and messages directly from Gmail, without having to forward or bcc them to Nutshell - Bring the power of Nutshell's email templates and Personalized email sequences into your Gmail inbox In addition to our seamless integration with Google, Nutshell can integrate with many of the apps your business likely already uses or will use in the future. Other reasons why many business professionals choose to use Nutshell are: - Unlimited data and contact storage - Free, world-class live chat support - Flexible monthly plans that allow you to get your team the features they need without breaking the bank - Flexible sales automation, pipeline automation and email automation - Ability to view your pipeline in Board, List, Chart and Map view - AI to make using a CRM more efficient - Reporting & Analytics - Lead attribution to help you inform your marketing campaigns - Custom Webform builder - So much more! And CRM isn't all we do! Nutshell also has add-on features that help you fill your pipeline, maximize your efforts and grow your business. - Nutshell Campaigns - email marketing software built right into Nutshell that allows you to turn your contacts into Audiences and send them beautifully designed, no-code emails. - Landing Pages - landing page software that allows you to build beautifully designed, no-code landing pages for your marketing campaigns. - Revenue Booster - includes Nutshell Scheduler, our online meeting scheduler tool, and Email Power up to make this extension even more powerful - PeopleIQ - people identification software to help you find the right contacts at the businesses currently in your pipeline CRM, and website visitor identification software to help turn cold website visits into hot leads. - CompetitorIQ - online competitor tracking software to help you establish a baseline compared to your competitors online marketing presence - AppConnect - let our software engineers build and monitor your integrations with Nutshell Nutshell for Gmail requires a Nutshell account. Not a customer? Start a free 14-day trial at nutshell.com/signup. WE’RE HERE FOR YOU If you need a hand, please contact us at support@nutshell.com, or visit our help center at https://support.nutshell.com.

Salesmate CRM for Gmail

Chrome Extension for Salesmate lets you access your CRM data and manage your day to day interactions with customers inside Gmail Turn your Gmail inbox into your sales CRM hub with Salesmate CRM for Gmail. Chrome Extension for Salesmate lets you access your CRM data and manage your day to day interactions with customers inside Gmail. This highly advanced chrome extension brings the power of Salesmate to your Google Mailbox. With CRM data at your fingertips, you have the context you need for every email. Productivity features like easy templating, scheduling and tracking ensure you can spend more time on selling without facing any stumbling blocks. - Create new deal and contacts in real time from Gmail Inbox. - View all the crucial details about a deal as soon as you receive an email - Gain access to sales history - Immediately add notes and assign activities - Create deals and notes for the instant update - Get notified when a prospect opens your email, click on links or downloads the content - Installs in seconds, easy to use Keep all your information updated and function efficiently with this smart CRM for Gmail plugin. About Salesmate CRM: Salesmate is an intelligent CRM that assists companies in managing, nurturing and converting sales deals into paying customers. It is an all-in-one sales solution powered with built-in calling, email tracking, customized reporting, pipeline management, and sales automation functionalities. Salesmate is designed for busy sales reps who don’t have time to toggle between application. If you want to know more on how Salesmate CRM helps in winning more sales, you can try Salesmate for Free with our 15-day trial (no credit card required). INTELLIGENT WORKFLOWS Be more productive in your sales process and automate repetitive tasks with Salesmate intelligent workflows. - Send emails - Follow up with prospects - Assign deals to sales reps - More Spend more time in selling and let Salesmate CRM do admin tasks for you. Get complete visibility across all stages with Salesmate CRM and spot the hot deals. Stay organized and make smart moves with all your customer's data in one place. Salesmate keeps you notified with all your customer moments that helps in nurturing more relationships. SELL FROM YOUR INBOX Build more relationships and close more deals straight from your inbox. Salesmate Chrome extension allows you to manage and track emails directly from Gmail. Additionally, Salesmate seamlessly integrates with G Suite apps to make you more productive by keeping all your Google data centralized. You can also sign up for Salesmate CRM using your Google account. DATA ENTRY AUTOMATION Salesmate makes it easier for you to capture customer details from your Gmail inbox and add activity, deal, or notes with a single click.

ActiveCampaign

View ActiveCampaign contact information from anywhere on the Web. Bring ActiveCampaign into your Gmail inbox! Meaningfully connect and engage with your customers. Go beyond sales automation to optimize your customers’ experiences — while closing more deals, faster. The ActiveCampaign extension brings the power of ActiveCampaign’s customer experience automation into your Gmail inbox. Seamlessly manage your marketing and sales processes, and control your email marketing, marketing automation, and CRM without even switching tabs. A CRM THAT STAYS UP TO DATE & ORGANIZED As you qualify your leads and opportunities, you can automatically create a new deal record in ActiveCampaign. As the deal progresses, you can move it through the stages of your pipeline. As you collect additional information about the contact or opportunity you can add that information to their contact record. You’ll never have to worry if your CRM is current. THE DATA YOU NEED, WHEN YOU NEED IT Have all your contact data at your fingertips, right in your inbox next to the message you are typing. You’ll see your contact’s social network profiles, any tags you’ve applied, custom field values, any automated processes they are currently involved in, and open deal records associated with them. TIME-SAVING AUTOMATION MADE EASY Without leaving Gmail, you’ll be able to trigger sequences of automated actions. When you learn what product a prospect is interested in, you can drop them into an automated follow-up sequence with targeted content and offers to move your sales process along faster. If a contact schedules an appointment, you can drop them into an automation that automatically reminds them one hour before and then follows-up with them after to see if they have any additional questions. Choose from hundreds of pre-built automations that you can use with just a few clicks. CUSTOMER SUPPORT If you have a suggestion or concern, please visit and send us a message: http://www.activecampaign.com/contact/ We’ll respond quickly. ActiveCampaign's category-defining Customer Experience Automation Platform (CXA) helps over 150,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 750+ pre-built automations that combine transactional email and email marketing, marketing automation and CRM for powerful segmentation and personalization across social, email, messaging, chat and text. Over 70% of ActiveCampaign's customers use its 870+ integrations including Microsoft, Shopify, Square, Facebook and Salesforce. ActiveCampaign scores higher in customer satisfaction than any other solution in Marketing Automation, CRM and E-Commerce Personalization on G2.com and is the Top Rated Email Marketing Software on TrustRadius. Pricing starts at just $9/month. Start a free trial at ActiveCampaign.com.