GMAIL INTEGRATION
Streamline email & CRM management
Email from any device, safe in the knowledge that a copy is stored securely in your CRM.
Arrange a Demo How to useEmail from any device, safe in the knowledge that a copy is stored securely in your CRM.
Arrange a Demo How to useUse the Gmail you love, for business. Get a custom email address/domain, including calendar, docs, video meetings and more, with access from your phone or tablet.
Gold-Vision’s Gmail integration simplifies your workflow by automatically tracking and storing emails and calendar appointments directly in your CRM. Stay updated without switching between multiple screens or devices.
With Gold-Vision’s Gmail integration, you’re in control. Choose to track emails from specific teams—like Sales—while excluding others, such as HR. You can also sync only selected folders, ensuring your CRM data stays clean, relevant, and accurate.
Works seamlessly on mobile, tablet, and desktop. Whether in the office or on the move, you’ll have the latest data in both Gmail and Gold-Vision CRM, ensuring your information is always up to date.
Reply to emails, edit appointments, or add new contacts in Gmail or Gold-Vision CRM; updates are synced automatically. Relevant files and communications are linked to the correct Accounts or Contacts, keeping everything organised and accessible.
