CRM with Gmail Notes,
Team Collaboration and More
Supports iPhone, iPad, Android,
Chrome, Edge, Firefox, Safari
and Gmail Addon.
Trusted by 40,000+ users
View SGN notes in Gmail App
You can activate this feature in the CRM settings page.
Once the setup is complete, Every time you open the Simple Mobile CRM Gmail Addon in the Gmail app, you can see the notes written on the computer.
Show Gmail notes on
mobile devices
you can activate this feature in the CRM settings page.
Once the setup is complete, any new SGN notes will be
automatically imported every time you launch the
mobile CRM app.
How to work with a delegated
Gmail account?
Supervisor has provided delegated Gmail access to both assistant.
The supervisor and assistant can view each other's notes
in the Gmail list.
Email Mode
Read the email and put a note, period.
CRM Mode
With CRM mode (and note mode), you could manage your notes and contacts within opportunity units. Opportunity detail are shared across devices.
Seamless Integration with
Simple Gmail Notes
Import existing notes from Simple Gmail Notes with a few clicks
Features
Simple Gmail Notes Integration
With our popular product of Simple Gmail Notes, you could write notes in gmail.com, and view them in CRM mobile app.
Transcribed Call
Record and transcribe the phone calls you make to contact (mobile or landline). All transcriptions are automatically segmented and timed.
Teamwork
Team members could easily share notes and opportunities with each other, with flexible permissions.
Create To-do
Create to do from opportunities, and share among team members.
Mobile Devices
Sync notes, contacts and opportunities between desktop browser, iPhone and Android phones.
Integrate CRM with other tools using Zapier
You can connect Zapier and set up rules and triggers to synchronize notes with other applications.
Testimonials
Ask us anything
Free Download
Download Chrome extension, Edge add-on, Firefox add-on, iPhone and Android apps.
