NetHunt CRM turns your Gmail inbox into a powerful tool for managing leads, tracking conversations, and automating your workflow - all without leaving your email.
Overview
NetHunt CRM integrates seamlessly with your Gmail inbox, giving you a powerful CRM right inside the email client you use every day. Once the NetHunt extension is installed, you’ll see the CRM’s navigation panel on the left-hand side of your Gmail, just like in the screenshot:
Key Features:
Deals: Track your sales opportunities and deals in real time.
Contacts: Manage all your contacts in one place.
Companies: Keep track of the businesses you're working with, including all associated records and activities.
Projects: Organize and track your various projects.
Tasks: Stay on top of your to-do list by managing tasks for yourself and your team.
Email Campaigns: Create, send, and track bulk email campaigns without leaving Gmail.
Workflows: Automate repetitive tasks such as follow-ups, record updates, and more.
Reports: Generate and view reports on key metrics like sales performance and team productivity.
Chats: Integrate messaging apps to manage communications beyond just email.
Settings: Customize your CRM settings to match your workflow.
Benefits:
Centralized Communication: Manage customer interactions and emails in one place. You can turn emails into CRM records, assign tasks, and update deals—all from your inbox.
Email Tracking: Keep track of sent emails and customer responses, so nothing slips through the cracks.
Seamless CRM Workflow: With the CRM embedded in your inbox, you’ll always have the context of your communication while managing customer data.
How to add NetHunt CRM to Gmail in Chrome
To get the full benefit of NetHunt CRM inside your Gmail, you need to install the NetHunt CRM extension in Google Chrome. Here’s how to do it step by step:
Go to the Chrome Web Store: Follow this link to access the NetHunt CRM extension in the Chrome Web Store.
Click "Add to Chrome": Once on the page, click the blue "Add to Chrome" button. This will start the installation process:
Confirm Installation: A pop-up will appear asking you to confirm the installation.
Click "Add extension" to proceed.
After the installation is complete, you’ll be automatically redirected to the NetHunt CRM web application, where you can manage all your CRM data separately from Gmail:
If you prefer to start using NetHunt within Gmail, simply open Gmail in your browser. The NetHunt CRM icon will appear in the left-hand sidebar, and if prompted, log in with your credentials to start using the CRM features inside Gmail:
How to locate your workspace in Gmail
When you open your Gmail, you can allocate your workspace either:
Before your Inbox:
After your Inbox:
To change its location, go to the NetHunt Settings, find tab Preferences, and choose the preferred option:
Troubleshooting
If you don’t see the NetHunt icon in your Gmail sidebar after installation, try refreshing the page.
Check the extension's settings: find the NetHunt CRM for Gmail extension in the "Extensions" section and ensure it is configured as shown in the provided screenshot:
Make sure you’re using the latest version of Google Chrome for the best experience.
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