Drag CRM for Gmail
Shared email boards inside Gmail
Drag CRM for Gmail turns shared inbox conversations into assigned cards on sales and task boards. Teams can track owners, stages, notes and follow-up dates while handling customer email in Gmail.
What is Drag?
Connect a team email address or Google Group to a shared board. Colleagues can read the same conversations, assign work and see its status. Board invitations control who has access.
For sales, move conversation cards through configurable stages and add notes or follow-up dates. Shared contacts provide People and Organizations views with conversation history.
Drag interface languages
German, English, British English, American English, Filipino, Dutch, Vietnamese, Turkish, Danish, Estonian, Spanish, Latin American Spanish, French, Croatian, Italian, Hungarian, Norwegian Bokmål, Polish, Brazilian Portuguese, Portuguese, Romanian, Slovenian, Finnish, Swedish, Czech, Greek, Serbian, Ukrainian, Hebrew, Arabic, Hindi, Thai, Simplified Chinese, Japanese, Korean
The Chrome Web Store lists 35 locales for the Drag Gmail extension. Web, desktop and mobile app languages may differ.
Who it suits
- Sales or customer service teams sharing a Gmail address
- Teams using email cards to track deals and assigned work
Shared inbox
A shared inbox lists customer conversations with owners and statuses. Colleagues can read the same email history when taking over a conversation.
Tasks
Use email or standalone task cards with due dates, reminders, checklists, files and internal notes. Keep customer requests and the work they create on the same board.
Workflow automation
Combine triggers, conditions and actions to route, tag or assign conversations. Rules can send matching work to the relevant person or queue.
How Drag works with Gmail
Connect the shared address through Drag's Chrome extension and invite collaborators. Emails appear as board cards, with the thread available as the team assigns work or changes its status.
Add standalone tasks for work outside email, with internal notes, due dates and checklists. Drag also has web, desktop, Android and iOS apps.
Getting started
- Install the official Drag extension and sign in to Gmail. Confirm access to the shared mailbox or Google Group you want to connect.
- Create a shared inbox board, connect its address and invite the people handling that queue. Choose a few stages and assign an owner to each conversation.
- Set a routing condition, such as sender or subject, and choose an action to assign or tag matching work. Check your plan's automation rule limit.
Drag features
31 parameters · 8 groupsAccounts
Personal Gmail
Support for a personal Gmail account, not only a Google Workspace organization.
- Not verified
Google Workspace
Support for Google Workspace Gmail accounts; administrator approval may be required.
- Available
Customer records
Contacts
Create and maintain CRM records for individual people.
- Plan-dependent
Plus and Pro include shared contacts with separate People and Organizations views.
Companies
Store company information and link it to customer work through company records or fields on contacts.
- Plan-dependent
Plus and Pro include shared contacts with separate People and Organizations views.
Custom fields
User-defined fields on CRM records, beyond changing a layout or renaming a status.
- Plan-dependent
Requires Pro.
Contact sync
Keep Google Contacts and the CRM in sync in one or both directions. A one-time import or browser capture is not ongoing sync.
- Not verified
Ongoing synchronization with Google Contacts was not verified.
Work management
Sales pipelines
Track sales opportunities or deals through defined stages. A general project list is not a sales pipeline.
- Available
Move email conversations through configurable sales stages as deal cards.
Deals
Track sales opportunities with a status or stage. This includes projects used to manage deals.
- Available
Email conversations become deal cards with configurable sales stages.
Projects
Manage projects through dedicated records or workflows beyond tracking a sales opportunity.
- Available
Combine email cards and standalone tasks on project boards, with owners, deadlines, checklists and notes.
Tasks
Create actionable tasks with an owner, status or due date.
- Available
Notes
Save internal notes associated with a contact, email or CRM record.
- Available
Files
Find, attach or download files linked to CRM records or conversations. Files may be stored in the CRM, linked from cloud storage or retrieved from email.
- Available
Attach PDFs, images and spreadsheets to email or standalone task cards alongside internal notes. File-size and storage quotas were not verified.
Web capture
Save a webpage link, selected text or an area capture directly from the browser into a CRM note or task. Contact extraction, manual copy and paste, and a URL field alone do not count.
- Not verified
Drag creates task cards from email and supports standalone tasks with internal notes. Direct browser capture of a webpage URL, selected text or page area into those tasks or notes was not verified.
Reminders
Date-based or message-triggered reminders for a follow-up or task.
- Available
Set follow-up dates on email deal cards.
Calendar sync
Keep Google Calendar and the CRM in sync. Creating a single event or sharing a booking link is not ongoing sync.
- Not verified
Create Google Calendar events from task due dates. Ongoing updates between the apps were not verified.
Email linking
Associate or log email conversations with a contact, project or CRM record.
- Available
Conversation history appears on contact profiles and deal cards.
Email sync
Automatically update CRM email activity from new Gmail messages or their metadata, including rule-based capture. Copying message bodies or importing old mail is not required. Manual logging alone is not synchronization.
- Available
Connected shared mailboxes or Google Groups keep email conversations updated on shared board cards.
Email tracking
Track email opens, link clicks or both.
- Available
Track opens and link clicks.
Email templates
Reusable email message templates or snippets.
- Available
Mail merge
Send personalized email to multiple contacts from one campaign or bulk-send workflow.
- Not verified
Email scheduling
Schedule an outgoing email for a future send time.
- Not verified
Email sequences
Send a scheduled outreach sequence with multiple email steps. A single reminder is not a sequence.
- Plan-dependent
Requires Plus or Pro.
Collaboration
Shared inbox
A shared email workspace where multiple people handle the same conversations.
- Available
Team assignment
Assign customer work, records, tasks or conversations to another team member.
- Available
Automation
Workflow automation
Use configurable triggers or rules beyond ordinary email sync, including task or record actions and contextual note reminders. Background sync alone is not workflow automation.
- Available
Starter includes up to ten automation rules. Plus and Pro have unlimited rules. Advanced routing and service-level controls require Pro.
Data
Reporting
Built-in CRM reporting or dashboards, including documented statistics views.
- Available
Data import
Import CRM records from a file or another supported data source.
- Not verified
Data export
Export CRM records or reports to a downloadable file.
- Plan-dependent
CSV export requires Plus or Pro.
API access
Work with CRM data through a documented developer API. A list of third-party integrations is not a developer API.
- Plan-dependent
Requires Pro.
Mobile
Mobile CRM
Officially supported CRM access through a mobile app or mobile web interface.
- Available
Gmail mobile
CRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on.
- Not verified
Pricing and plan requirements
Starter plan
$12/user /month
Starter · Billed yearlyFree trial available
What to check before choosing
- Starter includes ten automation rules and three months of reporting history. Shared contacts, sequences and CSV export require Plus or Pro. Pro adds custom fields, API and MCP access, and round-robin assignment.
- Sequences send scheduled follow-up emails and stop when the recipient replies. Set the spacing and business-hours rules before activating a sequence.
- Drag can create Google Calendar events from task due dates. Ongoing Google Calendar or Google Contacts synchronization was not verified.
Drag: common questions
Is Drag a free CRM?
The current offer is a seven-day trial followed by a paid plan. Starter costs $12 per user per month billed annually, or $16 billed monthly. The pricing page does not list a permanent Free tier.
Can Drag manage a sales pipeline in Gmail?
Yes. Email conversations become deal cards. Move them through your sales stages, add internal notes and set follow-up dates from Gmail.
Can Drag send automatic follow-ups?
Yes, on Plus and Pro. Set the timing for each step and write messages using templates or dynamic fields. Drag sends the steps on schedule and stops the sequence when the recipient replies.
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