How to Use Email as a CRM

Many companies make people believe that they need a single application for every aspect of their company, so people choose dedicated CRM tools, such as Salesforce and Pipedrive. According to the Software Advice Report, one third of companies use such tools. They work great, but you still have to access different platforms in order to organize work, and lots of extra time (and money) are lost in this process.

At Drag, we understand that this view is old-fashioned. So, we believe that you should centralize your work as much as possible, and by doing so, you will be able to increase productivity for you and your coworkers.

How do you do that? Stepping up a tool you already use. Your email.

And it’s been there for a while, you must admit that your email is most probably the oldest tool you have always used in your digital life.

However, email, as it is today, is just too simple, there are more powerful ways to use it. There are other tools already available to boost your inbox, Drag’s just one of them — and it does a whole lot for you.

Email: your new CRM

After working a little with customers, you start seeing how essential it is to have a way to control the most basic information to the more complex. Will they buy? Did they answer? What is their excuse?

In the beginning you start taking notes, then you might go to a Spreadsheet, or even a CRM tool, but all these options take their time and separate you from your work by adding an extra step.

At the same time, most of the time you still need to send emails in order to reach out to your customers, so you go to your notes in a file, or website, and then migrate to email, and in this process it’s easy to lose information. It also takes longer.

You must keep in mind what a software should do for you. Here are some examples:

• Automation of the process, creating workflows;
• Manage tasks, from end to end;
• Creating a visual look of the whole process;
• Improve collaboration in teams;
• Improve performance for the company.

Here, at Drag, we believe your relationship with your customers should be centralized in one place; your email, to save time.

You’ll see how everything instantly looks so similar, because it is your inbox, after all. By adding something so simple, it becomes easier to do your tasks. Therefore, you can give support sales needs faster and provide an excellent service to your customers.

Also, if you think about the market, which gets more competitive every single day, you must be sure that the service you provide is perfectly accurate, quick and also personalized. Only then you can leave your competitors behind and gain space in your niche.

How it works

CRM (or Customer Relationship Management) feature on Drag is very simple, your emails become cards, so you can drag and drop, customize your pipeline and track status of customers.

You can add labels to your cards, so every task belongs somewhere. Here are some other features you can add to your cards:

• Responsible person on the team;
• Descriptions;
• Status;
• Due date;
• Checklists;
• Notes;
• Progress bar.

A preview of custom Sales CRM feature coming soon 🙂

These features work seamlessly together so you can have a clear understanding of the process. The Kanban view is also very handy, so you can focus on the list that makes the most sense to you, minimizing distractions.

And don’t forget it’s still your email inbox, so for any support pending an answer, it’s one click away from you. And you can even collaborate with your team, which means that you can have shared boards, so your team can work together while you track it in one single place.

We believe Drag has the potential to disrupt the CRM market, centralizing work to a single and automatized place: your inbox. And by doing so, making your whole team so much more productive.

What’s the conclusion?

By centralizing your team’s work in a single place, your processes get faster, and consequently, your customers get happier and your company can sell more. We truly believe that current solutions don’t solve the problem as well as it can be solved, so we’re introducing Drag as a disruptive tool, working straight from your Gmail inbox as a collaborative and visual tool.

We’ve talked to over 40,000 people about organizing their inbox. One thing resonates; improve their productivity and collaborate.

Email is painful, but it doesn’t have to be. Team boards can help.

Here’s when you’ll get:

Team boards February 2018 🚀🚀

🚀🚀🚀 Install now to get early access to Drag Pro 🚀🚀🚀

Every email sent to your team’s inbox can be shared and replied to, together, as a team 👊.

What you’ll learn inside Drag

Starting now, we’re aiming to share what our plans are, how we’re doing and what lessons we’re learning along the way.

You’ll get:

▪ Just like this article, you’ll get real-time updates on what’s happening, what’s working and how it feels in a startup.

▪ Quick videos explaining quick wins and how to grow your business

▪ Live Instagram updates. Real-time stories of what’s happening

What now?

This is our attempt at sharing everything. It’s as simple as that You don’t have to be a customer to follow us.