Google Workspace Module for Concord CRM

Description

⚡ Google Workspace for Concord CRM – All Your Apps in One Place

Access Google Drive, Sheets, Docs, Slides & Forms from your dashboard. Streamline collaboration with no extra logins or third-party tools, no matter if you use Free or Paid version of Google Workspace.

✔️ Purpose of Google Workspace Module

Concord CRM already excels at managing deals and relationships and you can now extend it with the full power of Google products. Browse and attach Drive files, edit Sheets, create Slides, Documents and Forms without leaving your CRM.

⚙️ Work Smarter Inside Concord CRM

• • ✔️ Google Drive Files
    Locate, browse and upload files with a single click. Straight from the dashboard!

• • ✔️ In-App Sheets Editor
    Create, edit and save files that will be automatically synced at your Google account.

• • ✔️ Import & Sync
    Pull data created outside of the CRM and sync back changes.

• ✔️ Permissions-based Access
  Our module inherits Google permissions for files. Unauthorized users will have the chance to request access.

➡️ Real-World Use Cases

• • Sales Teams: Attach proposal docs from Drive, schedule follow-up calls in Docs and log SMS threads, all in one workflow.

• • Project Managers: Collaborate on Sheets for budgeting, assign tasks based on milestones and archive project files seamlessly.

• • Support Agents: Create Forms, Slides and share knowledge base files without leaving Concord.