GMail Based CRM and GMail Linkedin Plugin

I’m still trying to figure out what I need from a CRM.

I needed to create a homegrown adhoc solution to see how I prefer to work rather than have my process dictated to me by software.

Homegrown Solution

I created a quick CRM in a Google sheet.
I have a front page which summarizes:

• contact
• when last contacted
• what to do next
• state of lead

And then each contact has a sheet with their details and a log of contacts - that seems OK but requires maintenance outside of Google.

Alternatives

Then I stumbled over this blog post from Neil Patel, "10 GMail plugins all marketing professionals should consider"

As A result, I’ve installed the Rapportive chrome extension, which augments any homegrown CMS.

And looking through the features of the other tools mentioned it seemed as though Streak provided a lot of power and seemed to offer much of the functionality of followup.cc and boomerang

I’ve installed Streak to try it out.

I still have to evaluate FullContact which I think could augment Streak as well.

And if Streak doesn’t work out then I’ll have a look at ActiveInboxHQ

Streak seems to have a lot of power and I’m slowly working through the functionality but the delayed send and boxing seem quite useful so far.