For users who already spend more time in (Read 12 times)

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Gmail than anywhere else and don't want to toggle between separate apps, NetHunt is the ideal CRM solution. When you sign up, you're given the web app to work from; to get the inbox version, you'll need to download the Gmail extension. In a few clicks, the company's blue icon appears at the top-left to access settings, import data, and integrate with companies like Zapier. From settings, choose where you want NetHunt's features to appear in navigation—before or after your inbox. Here you'll find a customizable dashboard that shows activities, tasks, deal progress, and other functions. Below this are a deals list, Kanban pipelines, contacts, companies, tasks, campaigns, and reports. To create a contact record, click the blue icon next to your email's name, click on the name that pops up, and that's it. If you want to add more details, tasks, or comments, or create a deal, click on the name again to open the record.



To add custom fields or folders, click on the settings wheel next to the contact's name. Pipelines are customizable for stages, names, probabilities, and which details are visible for each card. NetHunt also offers customizable webforms and pop-ups to capture leads, which can then be dropped automatically into a nurturing campaign that you Panama mobile number list create. The Workflows feature allows you to automate actions such as creating a task, making a call, or sending a Slack message. Add a starting trigger, and then add your action—for example, you might create a series of emails to automatically send to contacts who filled out a webform. Then set a condition: like if the contact clicks a specific link in the email, a follow-up email is sent in three days, or assign a task for a rep to call the contact.







Finally, if you use LinkedIn for prospecting, NetHunt's (separate) extension lets you create contacts with a few clicks while you're viewing profiles. Contacts are then enriched with details such as social, email, phone, company, and position. Companies can also be added the same way. While prospecting, each profile will show whether they're already a CRM contact (blue icon) or not (white icon). Plus, details from the contact record, such as emails and tasks, show up in a sidebar on each LinkedIn profile. You can do even more with NetHunt's Zapier integrations. Create records in NetHunt from new spreadsheet rows, create to-do list tasks based on comments in NetHunt, and much more.