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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
theGist enables you to cut through workplace distractions by providing tailored summaries for both Gmail and Slack. You can obtain summaries of Slack channels and threads either on demand or through a Daily Digest feature. With just a few clicks, you can declutter your inbox by receiving an actionable, categorized overview of your Gmail right from Slack. We ensure that your Gmail remains unchanged unless you choose to make alterations. Our AI efficiently reviews your unread emails and organizes them into easily understandable categories such as Promotions, Apps, Newsletters, and more, with a dedicated Priority category reserved for your most significant messages. Each email in this category is succinctly summarized, allowing for quick responses, archiving, and other actions. Meanwhile, in the other categories, you'll find a consolidated summary of emails, such as all communications from platforms like Twitter and Facebook under Social, which can be addressed with bulk actions like 'mark as read' to facilitate a swift clearance of less critical messages. The combination of personalized summaries and batch actions streamlines your communication management, ultimately enhancing your productivity.
API Access
Has API
API Access
Has API
Screenshots View All
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Pricing Details
$10/month/user
Free Trial
Free Version
Pricing Details
$4.99 per user per 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
theGist
Website
www.thegist.ai/
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