NOETIKOS LTD · Workflow & Planning
2 items
Manage your Witstally CRM deals, pipelines, and contacts directly inside Gmail and Google Groups. Witstally CRM for Gmail brings your entire sales workflow directly into your Google Mail inbox. Track deals, manage pipelines, organize client contacts, and link email threads to CRM leads without constantly switching tabs. Transform your Gmail into a full-featured CRM workspace designed for sales teams, account managers, and business owners. 🚀 KEY FEATURES: • Native Gmail Integration: Access your sales pipelines, Kanban boards, and spreadsheet tables directly within Gmail. • 1-Click Deal Creation: Convert any email thread into a CRM lead or link incoming messages to existing deals with one click. • Visual Pipelines & Kanban Boards: Organize your sales stages with drag-and-drop Kanban columns or inline table views. • Real-Time Metrics: Track deal values, stage progress, and total revenue pipeline directly in the header. • Client & Contact Management: View contact details, communication history, and interaction notes alongside each email. • Multi-Workspace & Board Support: Easily switch between different sales boards, stages, and team pipelines. • Notes & Activity Log: Add instant internal notes, task reminders, and call logs to any deal. --- 🔒 PRIVACY & DATA SECURITY: • All communication with the Witstally API is encrypted via secure TLS/SSL. • We only access email threads that you explicitly choose to link to CRM deals. • We strictly comply with Google API Services User Data Policy and never sell or transfer your data to third parties. --- 💡 HOW TO GET STARTED: 1. Install the extension. 2. Sign in using your Witstally CRM account credentials (or sign in via app.witstally.com). 3. Open Gmail (mail.google.com) — click the "CRM" icon in the left navigation or "+ CRM" on any email to start managing your deals! Learn more at: https://witstally.com Support & Inquiries: support@witstally.com
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