Make Gmail do more with the WORKetc CRM + Projects, Help Desk, & Billing Add-on for Gmail.
Listing updated:April 8, 2024
Works with:
10K+
Overview
Forget the old days of having to constantly copy, switch, paste, and switch again between several different apps just to enter an email into your CRM. 

With the new WORKetc Gmail Add-on, you can turn any email into an actionable item in WORKetc with a couple of clicks.

The WORKetc Gmail Add-on lets you communicate with your team and manage your business from end to end from anywhere, anytime, without leaving your Gmail inbox.

Open any email and turn it into a new contact, task, or project update; assign it to your team as a sales lead or support ticket; or simply attach it to multiple contacts and WORKetc items.

And with the WORKetc Gmail Add-on now available for the Gmail Android app (iOS support coming soon), you can get your work done faster even when you're outside the office.

Features:

- Create and assign new sales leads, tasks, and support tickets without leaving Gmail or switching to a separate app.

- Create and update projects, record timesheets, and capture expenses from inside your Gmail inbox.

- Smart Add-on gives you more contextual information at a glance without having to open a new tab.

- Unobtrusive interface lets you create and view WORKetc items without losing sight of the email you're working on.

- Full access to your WORKetc custom fields, giving you more extensive options for creating and attaching WORKetc items.

- Attach an email to multiple contacts and activities, and automatically bookmark that email so you don't have to waste time digging for it.

- Sync an email to a contact's record, add a contact to an email list, update a contact's details, and edit a contact's tags with just one click.

- Contextual Recent Activities list lets you quickly attach an email to a contact's recent activity on WORKetc.

- Work anytime, anywhere, even when you're on the go with the WORKetc Gmail Add-on for the Gmail Android app. iOS support coming soon.
Additional information
PricingNot available
Developer
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WORKetc CRM will ask for the permissions shown below. Learn more
WORKetc CRM will need access to your Google account
This will allow WORKetc CRM to :
View your email messages when the add-on is running
Run as a Gmail add-on
Connect to an external service
View and manage data associated with the application
View your country, language, and timezone
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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mwl esthmear
August 1, 2023
Apple ha estat un plaer poder
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A User of WORKetc CRM
October 10, 2018
Great app to integrate our WorkETC CRM with our emails. Works cleanly and easily. Having used WorkETC for over 5 years now - one of the keys missing was an effective integration between email and the CRM and now this does it! Allows us to sync contacts, create tags and do a lot more when in email mode. We also love the constant optimisation work by the team behind WorkETC - never standing still and resting on the laurels! Great stuff.
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A User of WORKetc CRM
October 16, 2018
This tool is a life saver. I have been using it only a short while and it saves me so much time! Whenever I have a new contact or an email that I want to attach to my work project, it's so simple to click on the icon and function. It helps me organize my new contacts and store relevant emails with the appropriate contacts or projects
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A User of WORKetc CRM
October 19, 2018
We are really enjoying this tool and are still figuring out all the ways that we can utilize it. Working within the manufacturing community, it is nice to be able to add contact information straight from the email and attach correspondence to projects. It is also handy to create leads from, and we are using this tool to streamline our group communication.
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A User of WORKetc CRM
November 6, 2018
I wish they had made it clear in the overview that it's $78 a month to use this service. I didn't end up signing up and my add-on did not allow me to use it for free.
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A User of WORKetc CRM
October 27, 2018
Help honor Marines by educating their children through the Marine Corps Scholarship Foundation.
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A User of WORKetc CRM
April 17, 2019
How the funk can I uninstall this? It is not in extensions, not in add ons, not in marketplace? Doing my nut in.
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A User of WORKetc CRM
September 26, 2018
NICE
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anurag Mishra
August 22, 2018
NICE
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A User of WORKetc CRM
January 25, 2019
nice
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