This is a sponsored article and was made possible by NetHunt CRM. The actual contents and opinions are the sole views of the author who maintains editorial independence, even when a post is sponsored.
If you are running (or just started) a business, you might be considering using a Customer Relationship Management (CRM) solution to simplify your workflow and help you achieve your sales target faster. While there are plenty of CRM services out there, NetHunt CRM has an interesting offering in that it turns your Gmail into a CRM system. If you are a Gmail user, it is worthwhile to check it out.
What is NetHunt CRM?
NetHunt CRM is a Customer Relationship Management system for Gmail/Google Apps. Rather than using a third party CRM service and relearning everything again, NetHunt CRM turns your Inbox into a CRM system so you can easily manage your business without leaving your inbox. The true value of NetHunt CRM lies in its simplicity and tight integration with the Google Apps ecosystem. By using a simple folders and records system, you can easily organize your material while continuing to use your Gmail, Hangout, Calendar, etc.
NetHunt CRM works in the form of a Chrome extension. Yes, it is only available for Google Chrome (also for Chromium browser or any other browser that can install Chrome extensions like Opera/Vivaldi). Get started by installing the NetHunt CRM extension. Once installed, open a new tab and log in to your Gmail account (or reload the tab if it is already open), and it will prompt you to grant permission to NetHunt to view and manage your contacts and emails.
How it works
There are two main things that you need to know while working in NetHunt CRM – Workspaces and Records. Workspaces is the area of the business you want to manage (like Sales, Hiring or Marketing), and Records is the data (it can be sales records, sales leads, contracts, workers’ records, etc.) in the Workspace.
On the first run, after you have granted it permission, NetHunt CRM will prompt you to set up your first Workspace.
You can select from the preset templates like Sales, Support, Hiring, or Real Estate, or simply click “Create a blank workspace” to set it up from scratch. The good thing is that you are not restricted to a single workspace. You can add various workspaces to your account as long as it suits your workflow. At any point in time you can also delete the workspace.
For this instance, I selected “Sales.” After the workspace is set up, it will then show a tutorial which you can follow or skip.
Using NetHunt is very easy. All the actions can be accessed via the Workspace link at the sidebar. Each workspace comes with a set of Views which houses your records. When you add a record it will show up in the Views, and you can switch between a list-based View or card-based View. In my instance, clicking the Sales link will display a drop-down of preset items like Deals and Customers. Clicking on each View, like “My Deals,” it will show all the records under it. Of course, there will be nothing when you first get started, so you can click the blue “+” button to add a new record.
Each record comes with a revision history and a Conversation section where you can add notes to the record.
In your email Inbox you will also see the Nethunt icon beside the subject field. When clicked, it allows you to add an email as a record to your workspace.
Features of NetHunt CRM
While it is linked to your Google account, you can add users to your workspace and collaborate with them. All team members receive live updates on the business information shared with them. NetHunt CRM instantly displays all the changes inside the Records.
Sometimes when you email your sale leads, you might want to follow up with them a few days later. The “Follow-up” feature in NetHunt CRM allows you to add email to the follow-up list and have it remind you when it’s time to follow up with your leads.
To add to the follow-up list, simply click the icon at the right of the email in your Inbox. A drop-down will appear to prompt you to enter the follow-up date.
Once added to the Follow-up list, you can click on the “Follow-Ups” link at the sidebar to access all the emails that require follow up.
Mass mailing and email tracking
It wouldn’t be a good software if it didn’t allow you to do mass mailing. You can simply go to your Workspace, select all the records that you want to mail to and click the mass mail button. It supports mail merge, too, so you can personalize your email with the leads’ names and sale products.
The Mail Tracking button also allows you to add a tracking code to your email so you can track how many of your emails have been opened.
NetHunt CRM also comes with a mobile app for Android and iOS so you can access your Workspace and Records on the move.
NetHunt CRM is free (trial workspaces with full features) for the first fourteen days. After that it costs $25 for a team of five users. For a team of up to ten users it will cost $100 per month. It also has plans for up to 100 users. You can check out its full pricing range here.
The idea of using Gmail as a CRM is an interesting proposition for NetHunt CRM. Rather than integrating Gmail into a third party CRM solution, NetHunt CRM integrates itself into Gmail. An obvious disadvantage to this is that it only works with Gmail. If you are not a Gmail/Google app user or if you are using a third-party software like Outlook to manage your emails, this is definitely not for you. On the good side, this means that NetHunt CRM knows very clearly who its targeted audience is and can provide specialized and dedicated service to its users.
Another more glaring disadvantage is that it is only available as a Chrome extension, which means Firefox, IE/Edge and Safari users won’t be able to access the service. I use Firefox as my primary browser and find switching to Chrome for this purpose a chore. Until it makes itself cross-browser compatible, it is going to restrict its growth and not be a good alternative to other CRM solutions.
All in all, for a simple, uncomplicated CRM that integrates into your workflow, NetHunt CRM is one that you can try out, provided you are a Gmail and Google Chrome user.