Resources

Practical guides for Gmail-native CRM workflows

Templates, frameworks, and step-by-step workflows for consultants, freelancers, and solo B2B sellers who manage relationships from Gmail.

Start with the pillars

If you are new to Gmail CRMs, these pages explain the core model: keep context next to email threads, track work in simple pipelines, and capture the next step as a task.

Gmail CRM overview AI assistant in Gmail Inbox onboarding Email tracking in Gmail Pricing

Guides

Latest guides

Pick a workflow guide, copy the templates, and keep your system lightweight.

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Consulting workflows

Gmail CRM for consultants: a lightweight workflow

A practical Gmail-first workflow for solo consultants: track client context, engagement stages, and next steps without turning CRM into a second job.

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Follow-up systems

A simple follow-up system in Gmail (templates + reminders)

A repeatable follow-up system you can run directly from Gmail: clear next steps, a light cadence, and email templates that do not feel spammy.

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Buying guides

Gmail CRM extension checklist: what to evaluate

A practical checklist for evaluating Gmail CRM extensions: workflow fit, pipelines and tasks, AI safety, permissions, privacy, and the details that matter for solo operators.

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Solo sales workflows

How to track deals from email threads (without spreadsheets)

A Gmail-first approach to tracking deals: simple stages, clear exit criteria, and next steps that keep your pipeline honest without manual spreadsheet updates.

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AI workflows

What is an agentic CRM? (human-in-the-loop explained)

A plain-English explanation of agentic CRMs: what "agentic" means, why human-in-the-loop matters, and how an assistant can help without taking control away from you.

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Gmail CRM workflows

How to keep your CRM updated without manual data entry

A practical system for keeping CRM data fresh: capture updates in context, keep stages lightweight, and use a human-in-the-loop assistant to reduce repetitive work.

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Gmail CRM workflows

Inbox to pipeline: turn conversations into next steps

A practical way to turn email threads into a lightweight pipeline: keep context in Gmail, capture next steps as tasks, and review your work without spreadsheets.

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Getting started

Personal CRM inside Gmail: set it up in 15 minutes

A fast setup guide for a personal Gmail CRM: install, create a simple pipeline, capture next steps from real threads, and build a weekly review habit.

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Email tracking

Email tracking for proposals: what to expect (and what not to)

Use email tracking the right way: understand opens vs clicks, why results can be imperfect, and how to follow up with better timing and less guesswork.

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Consulting workflows

Consultant pipeline stages you can copy-paste

A lightweight consulting pipeline you can reuse: clear stages, simple exit criteria, and next-step habits that keep your client tracker accurate without admin work.

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Freelance workflows

Freelance client tracker: from lead to paid (a lightweight Gmail workflow)

A freelancer-friendly client tracker you can run inside Gmail: a simple pipeline, follow-up templates, and next-step habits that keep projects moving.

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Solo sales workflows

Follow-up email templates for solo B2B sales

Copy-ready follow-up templates for solo B2B sellers, plus a simple cadence and a workflow for keeping next steps visible inside Gmail.

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FAQ

Resources FAQ

Common questions about the guides, templates, and how they work inside Gmail.

Are these guides specific to Donna CRM?

They are written for Gmail-first workflows that solo operators actually use. The examples reference Donna CRM, but the underlying habits (stages and next steps) apply to any lightweight CRM system.

Do I need the AI assistant to use these workflows?

No. You can run a lightweight Gmail CRM workflow without AI. The assistant can help you move faster by drafting follow-ups and suggesting next steps, but you stay in control and review before acting.

Can I reuse the templates as-is?

Yes, but you will get better results if you personalize them. Add one specific detail from the thread so the message sounds like you and feels relevant to the recipient.

Start putting it into practice

Install Donna and use these workflows in your real inbox - or explore the features and pricing first.