The Atlas CRM Gmail App brings customer management directly into your inbox, making it easier than ever to manage interactions and contacts. Whether you’re adding a new contact, storing email conversations, or viewing customer details, the Gmail app helps you stay organized without leaving Gmail.
Here’s what you can do with the Gmail App:
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Add contacts to Atlas CRM: Save email participants as Atlas CRM contacts in just a few clicks.
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Store conversations as interactions: Automatically or manually log email conversations to customer profiles in Atlas CRM.
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Access customer information: View and update customer details directly in Gmail.
Admins can also monitor and manage the Gmail App setup through the Configuration > Google Workspace section in Atlas CRM.