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Donna CRM: Gmail CRM Extension

Donna CRM helps solo operators and freelancers manage client relationships within Gmail. It is designed for those who prefer a lightweight system over traditional CRM software.

At a glance

Category
Sales
Best for
Solo operators, Freelancers, Consultants, Recruiters, Solo B2B sellers
Pricing
Pricing is $10/month or an annual plan at $8/month (billed $96/year). A 14-day free trial is available with no credit card required.
Key use cases
Client Relationship Management, Deal Pipeline Management, Follow-up Tracking, Personalized Outreach
Integrations
CSV import, Google Sheets import
Official website
donnacrm.com
Screenshot of Donna CRM website

Donna CRM is a lightweight CRM that operates as a Chrome extension inside Gmail. It is designed for individuals who manage their business primarily through email and want to avoid switching between tabs to update client records.

The tool is built for solo operators, such as consultants, recruiters, and freelancers. It provides a sidebar where users can view contact history, manage deal stages on Kanban boards, and set follow-up tasks while reading an email thread.

Beyond basic contact management, the tool includes an AI assistant that can summarize threads and draft replies. It also supports bulk email campaigns with engagement tracking for opens and clicks.

Buyers should note that this tool is optimized for individuals. Those requiring complex team permissions or advanced organizational reporting should confirm if these available features meet their needs.

Key Features

Gmail Sidebar Integration

Displays contact notes, tags, and deal history next to active email threads.

Deal Pipeline Tracking

Uses Kanban boards with custom stages to track the progress of deals.

AI Assistant

Summarizes email threads, drafts replies, and helps convert conversations into tasks or notes.

Task Capture

Supports creating follow-up tasks with due dates linked to specific contacts and deals.

Email Campaigns

Supports sending personalized bulk emails using templates with merge fields.

Engagement Tracking

Provides signals on email opens and link clicks to help prioritize follow-ups.

Use Cases

Client Relationship Management

Maintaining a searchable database of contacts with custom notes and tags within the Gmail interface.

Deal Pipeline Management

Tracking leads through sales stages using a Kanban board tied to email conversations.

Follow-up Tracking

Setting reminders and tasks for next steps during or after an email conversation.

Personalized Outreach

Sending email campaigns using templates to reach groups of contacts.

Best For

Solo operatorsFreelancersConsultantsRecruitersSolo B2B sellers

Integrations

CSV importGoogle Sheets import

Pricing

Pricing is $10/month or an annual plan at $8/month (billed $96/year). A 14-day free trial is available with no credit card required.

FAQ

Does Donna CRM work for teams?

Donna CRM is optimized for solo operators. It may not be a fit for those who need complex team permissions and detailed reporting.

How does the free trial work?

There is a 14-day free trial that does not require a credit card. Users can cancel before the trial ends to avoid charges.

Can I import my existing contacts into Donna CRM?

Yes, the software supports importing contacts via CSV files and Google Sheets.

Is the AI assistant mandatory?

No, the AI assistant is optional. You can use Donna CRM for contact and deal management without using the AI features.

Source category: Sales

Source subcategory: CRM

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