Resources
Practical guides to help you get the most out of Donna CRM inside Gmail.
AI assistant
Turn conversations into next steps with a human-in-the-loop assistant.
Read guide
Getting started
Install the extension, then let inbox onboarding recommend a first setup.
Read guide
Import guide (CSV + Google Sheets)
Bring your contacts into Donna CRM using CSV or Google Sheets.
Read guide
How pipelines work
Use stages to track work and keep momentum in one place.
Read guide
How campaigns work
Create and send bulk email campaigns with basic personalization.
Read guide
How tracking works
Understand opens and clicks so you can prioritize follow-ups.
Read guide
AI assistant
Turn conversations into next steps with a human-in-the-loop assistant.
- Ask the assistant to summarize a thread and pull out action items.
- Draft a follow-up email and edit it in your own voice.
- Create or update CRM context from a real conversation (with confirmation).
- Use onboarding suggestions as a starting point, then refine over time.
Getting started
Install the extension, then let inbox onboarding recommend a first setup.
- Install Donna CRM from the Chrome Web Store.
- Open Gmail and click the Donna CRM icon in the sidebar.
- Run inbox onboarding to scan recent threads and recommend a lightweight setup.
- Review suggestions and confirm what gets created, then start from real threads.
Import guide (CSV + Google Sheets)
Bring your contacts into Donna CRM using CSV or Google Sheets.
- Start with a sheet that has at least name + email columns.
- Clean duplicates and verify emails before importing.
- Run a small import first to confirm mapping and formatting.
- Use tags/notes to preserve context during your migration.
How pipelines work
Use stages to track work and keep momentum in one place.
- Create stages that match your real workflow (sales, recruiting, partnerships).
- Move items as the next step happens-keep stages lightweight.
- Use notes/tasks to capture handoffs and follow-ups.
- Review your pipeline regularly to unblock stalled work.
How campaigns work
Create and send bulk email campaigns with basic personalization.
- Create a template you'd be comfortable sending 1:1.
- Segment recipients into a focused list (keep it specific).
- Personalize the opener and preview before sending.
- Track opens/clicks and follow up only where it makes sense.
How tracking works
Understand opens and clicks so you can prioritize follow-ups.
- Track opens and clicks from Gmail alongside the thread.
- Use engagement to prioritize follow-ups and keep pipeline status fresh.
- Review campaign engagement to see what gets replies over time.
- Pair tracking with a simple next-step habit (task and reminder).
Need help?
If you have a question about setup, billing, or whether a feature is a fit for your workflow, reach out and we'll get back to you.