How Donna works inside Gmail
Donna is a Gmail-native CRM for individuals. It keeps contacts, deal context, tasks, and an AI assistant in your sidebar-so conversations turn into next steps without switching tools.
No setup | No credit card | Uninstall anytime
Install and connect in minutes
Donna installs as a Chrome extension and runs directly in the Gmail UI. After you grant permissions, it can show CRM context next to the threads you're already working on.
Step 1
Install Donna
Add Donna from the Chrome Web Store.
Step 2
Open Gmail
Donna appears in the Gmail sidebar.
Step 3
Grant permissions
Approve the prompts to connect Donna to your Gmail.
You'll see two permission screens - one for the extension and one for Donna's service.
Step 4
Start using Donna
Deals, notes, and follow-ups - right where you reply.
What Donna adds to your inbox
Instead of jumping between Gmail, a CRM, and notes, Donna keeps the essentials attached to the conversation.
- Contact context: notes, tags, and recent activity alongside a thread.
- Deals and pipelines: turn an email into a deal and track stage as it progresses.
- Tasks and follow-ups: capture next steps with due dates so nothing stalls.
- Outreach and tracking: send campaigns and understand opens/clicks as signals.
- AI assistant: ask for summaries and drafts, then edit before sending.
A simple workflow that stays in Gmail
Use Donna where the work already happens: inside threads, and inside your inbox.
Step 1
Open a real thread
Donna anchors CRM context to the conversation you're working on.
Step 2
Save contact context
Add notes and tags so you remember what matters next time.
Step 3
Capture the next step
Create a task or follow-up with a due date while you reply.
Step 4
Review your pipeline
See what's in motion, what's blocked, and what needs attention.
An AI assistant, built into the workflow
Use the assistant to move faster without losing accuracy or control.
- Summarize a thread before you respond.
- Generate a first draft, then edit in your own voice.
- Turn a conversation into concrete next steps (tasks, notes, deal updates).
- Stay mindful of sensitive data, just like you would in email.
Try Donna CRM inside Gmail
Install in under 2 minutes. No setup. Cancel anytime.