AI TOOL PROFILE
Donna CRM: Gmail CRM Extension
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.
At a glance
- Best for
- Solo operators, Freelancers, Consultants, Recruiters, Solo B2B sellers
- Key use cases
- Client Relationship Management, Deal Pipeline Management, Follow-up Tracking, Personalized Outreach
- Integrations
- CSV import, Google Sheets import
- Official website
- Visit Donna CRM official website
How AI is used
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.
Integrations
- CSV import
- Google Sheets import
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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