DDonna CRM
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Set up your CRM from your Gmail inbox

Don't start from blank fields. Start from real conversations. Inbox onboarding helps you get to a lightweight setup fast-so you can track deals and follow-ups without leaving Gmail.

Start onboarding - Free TrialHow the assistant helps

Lightweight setup | Human-in-the-loop | You stay in control

Donna CRM context sidebar inside Gmail

Start with what you already do

Most solo operators already have a system-it's just scattered across threads, calendar reminders, and notes. Inbox onboarding helps you turn that into a simple, repeatable workflow inside Gmail.

If you are new here, start with the Gmail CRM overview first: Gmail CRM overview.

A sensible first setup (about 5 minutes)

  • The assistant scans recent threads to understand your workflow
  • It recommends a lightweight pipeline and stages you will remember
  • It proposes initial contacts and context based on what you select
  • It suggests follow-up tasks and drafts; you confirm what gets created
PricingFeaturesFAQ

What onboarding can set up (with confirmation)

Inbox onboarding is designed to get you to a sensible starting point fast. The assistant can recommend a lightweight structure based on real threads, and you choose what to apply.

Pipelines + stages

Start with a simple pipeline you'll actually maintain (and remember).

Contacts + context

Turn important threads into contacts with lightweight notes and tags.

Next-step tasks

Capture follow-ups as tasks so the "next step" doesn't disappear.

Important: Donna is human-in-the-loop. Review recommendations before you create records or send anything client-facing.

Permissions and privacy

Inbox workflows can touch sensitive information. Keep the mental model simple: treat AI like a drafting and organization tool, and review suggestions before you take action, especially anything client-facing.

See the Privacy Policy for details.

FAQs

What is "inbox onboarding"?
Inbox onboarding is a guided setup flow that starts from your real email: it helps you create a lightweight structure (like pipelines and stages) that matches how you already work in Gmail.
What does it do (and not do)?
It helps you get to a sensible starting point quickly. It's not a fully automated background agent, and it won't replace your judgment about which contacts and deals matter.
Do I need to connect anything besides Gmail?
Donna runs as a Chrome extension inside Gmail. You'll be guided through any permissions needed for the workflow you choose.
Is this safe for sensitive inboxes?
Treat AI like a drafting and organization tool. Avoid sharing sensitive information you wouldn't put in an email, and review suggestions before you act.
Where can I read about data and privacy?
Read the Privacy Policy for details about data handling and permissions.

Ready to start?

Install the extension and let the assistant recommend a first setup from recent threads in about 5 minutes.

Start onboarding - Free Trial

Also useful: email tracking in Gmail.