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ease
features
design
support

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Description

Donna CRM is an innovative customer relationship management tool that integrates seamlessly with Gmail, catering specifically to freelancers and consultants who handle their client interactions via email. By allowing users to manage their client relationships without the need to toggle between Gmail and other CRM platforms, Donna CRM incorporates features such as pipeline tracking, relationship context, and follow-up management directly into the user's inbox. This functionality enables you to convert any email conversation into a monitored deal, access relationship histories in real-time, and effectively manage your opportunities while maintaining a smooth workflow. With Donna CRM, you can enhance your productivity and ensure that no client communication slips through the cracks.

Description

Thread Pilot is an intelligent assistant designed for Gmail, which identifies email threads that have not received responses and generates context-specific follow-up messages for users to edit and send. This tool can be scheduled to run daily or activated as needed, allowing users to set customizable lookback periods, filter out junk and promotional content, and organize drafts for easy review while preventing duplicate follow-ups. Additionally, users can personalize their follow-up templates to better suit their communication style. Built using Google Apps Script and the Gmail API, Thread Pilot seamlessly creates drafts within Gmail itself and includes enhanced support for users managing multiple accounts, along with analytics features to track performance. Its user-friendly design ensures that managing follow-ups becomes a more efficient and streamlined process.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

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Integrations

Gmail

Integrations

Gmail

Pricing Details

$10/month/user
Free Trial
Free Version

Pricing Details

$3.99/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

JKB Software

Website

www.donnacrm.com

Vendor Details

Company Name

Switch Labs

Founded

2024

Country

United States

Website

www.switchlabs.dev/thread-pilot-for-gmail

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Alternatives

Alternatives

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