Simple CRM for Gmail — track every customer right from Gmail
★★★★★ Rated 5.0 on Google Workspace Marketplace Read reviews →→
Simple CRM for Gmail
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Track every customer right from Gmail.

Open any email and the person’s full record is right beside it. No new app, no setup, no importing.

14 days free · No credit card
Pulled from Google ContactsDana Whitfield
Synced to Google TasksSend revised quote · Fri
On Google CalendarSite visit · Aug 12
GmailGmail
Search mail
✎ Compose Inbox12 StarredSentDrafts
Re: Revised estimate for the kitchen
D
Dana Whitfield <dana@whitfieldinteriors.com>
to me
Hi,

That works — send it over whenever it’s ready. One more thing: can you price the pantry shelving separately?

Thanks,
Dana
Simple CRM for Gmail
(415) 555-0142 Dana Whitfield dana@whitfieldinteriors.com Whitfield Interiors · Owner
NOTES ({{ nNotes }})+
Wants oak, not ash
Price pantry shelving separately
{{ noteText }}|
SaveCancel
ACTIVITY ({{ nAct }})
+ Log this email
Today · Email
Re: Revised estimate for the kitchen
TASKS ({{ nTask }})+
{{ taskText }}|
SaveCancelDue Friday
Send revised quote
Due Friday
DEALS ({{ nDeal }})
Quoting · $8,400
Kitchen remodel
{{ toastText }}
Works with the Google apps you already use
Gmail Contacts Calendar Tasks Drive Sheets
Know who’s writing

The whole person, the moment you open their email.

Phone, company and role from Google Contacts — plus your notes, activity and open tasks — on the person whose email is open.

  • ✓No importing: it reads the contacts you already have
  • ✓Every call, email and meeting, newest first
  • ✓Search any person, company, deal or note from one box
arrow_backSimple CRM for Gmailmore_vertclose
person
(415) 555-0142Dana Whitfielddana@whitfieldinteriors.comWhitfield Interiors · Owner
edit
descriptionNOTES (1)add
Wants oak, not ash
callACTIVITY (2)add
+ Log this email+ Schedule meeting
call
Aug 8, 2026Talked through cabinet options
calendar_month
Aug 4, 2026, 10:00 AMSite visit
check_circleTASKS (2)add
Send revised quote
Due Friday
schedule
The history, not just the contact
Answer “where did we leave it?” before you reply.
Log the email you’re reading in one tap
arrow_backNew activitymore_vertclose
callDana Whitfield› New activity
TypeCallexpand_more
Date & time
Date08/09/2026
Time2:18 PM
Wants the pantry done now, not later
SaveCancel
notes
Typed, dated, attached
Call, email, meeting, task or note — filed against the customer or the deal.
Synced to your Google Sheets
Remember everything

Know what you talked about last time — before you reply.

Jot a note without leaving the thread, and log the call, email or meeting with a type and a timestamp — so the record still makes sense in six months.

  • ✓Notes and activity in one timeline
  • ✓Files from the email or Drive linked to the person
  • ✓Stored in your own Google Sheets
Never drop the ball

Know what happens next with every customer.

What’s overdue and what’s due today, on the add-on home page. Tick it off here and it ticks off in Google Tasks — on your phone and in the Calendar sidebar.

  • ✓Overdue always surfaces first
  • ✓Meetings land on Google Calendar
  • ✓Automations create the next task for you
Simple CRM for Gmailmore_vertclose
check_circleOVERDUE (2)
✓
Send Dana the revised quoteDue Aug 7 · Whitfield Interiors
✓
Chase Northgate floorplanDue Aug 8 · Northgate Partners
check_circleDUE TODAY (2)
✓
Price pantry shelvingWhitfield Interiors
✓
Confirm site access with TomAlvarez Plumbing
check_circleLATER THIS WEEK (1)
Send proposal before board meetingSep 17 · Northgate Partners
task_alt
These are your Google Tasks
Not a to-do list locked in a CRM. Tick it here, it’s ticked everywhere.
Ticks off on your phone too
Syncs with the Google apps you know

Keep using the Google apps you already know.

Everything you add in the sidebar syncs straight into Google Contacts, Tasks, Calendar, Drive and Sheets. No new app to learn — your reminders, calendar and contacts just keep working, on your laptop and your phone.

Start 14-day free trial
Google Contacts⇄ Synced
Save a contact here — it’s on your phone and in Gmail autocomplete.
Google Tasks⇄ Synced
Follow-ups appear in Tasks and the Calendar sidebar. Tick one off anywhere.
Google Calendar⇄ Synced
Meetings land on your calendar, with the reminders you already get.
Google Drive⇄ Synced
Files from the email stay linked to the customer, right in your Drive.
Google Sheets⇄ Synced
Deals, notes and activity — open them as a spreadsheet anytime.
★★★★★

Rated 5.0 by users.

“It’s simple and smooth. Perfect for helping keep track of my clients.”
HHavier J.
Google Workspace Marketplace
“Love the features and the fact that it’s built into my Gmail.”
★Verified user
Google Workspace Marketplace

Simple pricing. Everything included.

Try it free for 14 days. No credit card.

Simple CRM For freelancers and small businesses {{ price }}{{ per }} {{ note }} Start 14-day free trial
✓ Contact sidebar in every email✓ Notes, activity & files✓ Tasks & Calendar sync✓ Deals, stages & automations✓ Data in your own Google account
Student With a .edu email address $49 once Covers 6 years Start free trial
✓ Everything in Simple CRM

Questions

How long does setup take?+

There isn’t any. Install it, open Gmail, and your Google Contacts are already there.

Do I have to import my contacts?+

No. It uses Google Contacts, so everyone you already email is there from the first click.

Where is my data stored?+

In your own Google account. CRM data lives in your Google Sheets, files in your Drive. Drive access is limited to files you use with the app.

What happens if I stop using it?+

Nothing is locked away. Your contacts, tasks, meetings, files and sheet stay where they are.

Can I customise stages and fields?+

Yes. Rename stages, rename, hide or add fields, and call a deal a Project, Bid or Opportunity.

Know every customer, right from Gmail.

Start 14-day free trial No credit card · Installs from Google Workspace Marketplace