Simple Mobile CRM
Works seamlessly on iPhone, iPad, Android devices, and browsers
fully compatible with Simple Gmail Notes and the Gmail App
View Simple Gmail 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.
Share notes to team members
Team members can comment and discuss on shared notes for better collaboration and communication.
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.
View notes in official Gmail App
Install a Gmail Add-on that synchronizes SGN notes to the Gmail app on mobile devices.
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.
