Talvu CRM for Gmail

Client projects, notes and tasks inside Gmail

Talvu CRM for Gmail keeps contacts, company details, projects, tasks, notes and linked email files beside your conversations. Start with the defaults and add your next action. Save website links, quotes and selected areas to project notes, or find attachments from a project's linked emails.

Official Talvu demo showing an example email beside the full-height General panel, with six tasks, a linked project and populated project fields.

See Talvu in action

See Talvu in actionPlay video

Save website links, quotes and captures to project notes

Save a page link, selected text with its source, or a cropped area from an ordinary website. Each capture creates a new project note with an optional comment. Quotes allow 5,000 characters and comments 1,000. Confirmed crops are compressed in the browser and kept private.

Find saved material with the All, Manual and From websites filters in Notes or All notes. Source links and images open the original page. The optional button beside selected text requires Talvu 0.1.39 or later and Chrome website permission. You can also capture through the toolbar, context menu or Alt+Shift+S. Gmail and protected Google pages are excluded.

Open Talvu from the browser toolbar on the website. Choose Page, Selected text or Area. For Area, drag a rectangle and confirm the crop.
Select the account and project that should hold the material. Add an optional comment and save. This creates a project note; create a task separately if you need one.
Open the project's notes or Data → All notes to find the entry. Filter by source, open the original page or edit your comment.

All project notes in Talvu Data, with search and reminder filters.

What is Talvu?

Start with a contact, project or task. Open a client email, save the person and organize the work around that conversation. Add statuses and custom fields when you need them, or reorder and hide blocks to keep the panel focused on the information you use.

Use Projects to track deals or client work. Each project holds its status, people, conversations, tasks, notes and custom fields. Contacts store company details alongside email addresses, phone numbers and websites. Keep those details together and use tasks to track the next step beside the project's email history.

The Files block lists attachments from conversations linked to a project. Sort the loaded files by date, size or type, download an attachment or open its source email. Talvu retrieves attachments from Gmail without keeping copies on its servers. Files and the attachment list are excluded from the CRM export.

Talvu interface languages

Who it suits

People managing client projects, notes and follow-up tasks in Gmail.
People who want to save website references directly to a client project.

Notes

Search note text or project names in Data → All notes. Sort by date or group by project to find decisions and references across your client work.

Projects

A project keeps contacts, conversations, tasks and notes together. Add custom fields and arrange its blocks to show the details relevant to that work.

Reminders

Turn a saved note into an email reminder. Talvu shows it beside matching new incoming messages until you mark the reminder done.

How Talvu works with Gmail

Open a conversation in Gmail and choose General to see its tasks and linked projects. Open a project or task to review the details, then record the next action while reading the email. General follows the conversation you select.

Link an exact email address to a project to capture future correspondence automatically. New sent or received mail with that address in From, To or Cc links the conversation to the project. Turning off a rule leaves existing links intact. Link other historical threads manually.

Getting started

Install Talvu in desktop Chrome, open Gmail and connect the same Google account. Review the access request; Google Workspace organizations may require administrator approval.
Create your first project with the default settings. Link a client conversation, save the contact and add a task for your next action.
Add a project note for a decision, reference or detail you want to keep. Change statuses or hide unused blocks as you organize more work.

Talvu features

31 parameters · 8 groups

Accounts

Personal Gmail Support for a personal Gmail account, not only a Google Workspace organization.: Available
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.: Available
Companies Store company information and link it to customer work through company records or fields on contacts.: Available
Company details are stored on contact records alongside phone numbers, websites and email addresses.
Custom fields User-defined fields on CRM records, beyond changing a layout or renaming a status.: Available
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 Google Contacts synchronization has not been verified.

Work management

Sales pipelines Track sales opportunities or deals through defined stages. A general project list is not a sales pipeline.: Not verified
Deals Track sales opportunities with a status or stage. This includes projects used to manage deals.: Available
Projects track deals with configurable statuses, contacts, notes, tasks and linked email history.
Projects Manage projects through dedicated records or workflows beyond tracking a sales opportunity.: Available
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
Save text, website links, selected text with its source or a confirmed private area crop to project notes. Website capture creates a new note with an optional comment. Gmail and protected Google pages are excluded. The optional button beside selected text requires Talvu 0.1.39 or later and Chrome website permission.
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
Find ordinary attachments from linked project conversations, sort loaded files by email date, size or type, and download a file or open its source in Gmail. Talvu keeps no server copies; file contents pass through only for a requested download. Embedded images are excluded. Files and the list are excluded from CRM export. Requires an extension version with Files.
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.: Available
Save a page link, selected text with its source or a confirmed private area crop from an ordinary website to a new project note. Choose the account and project and add an optional comment. The optional button beside selected text requires Talvu 0.1.39 or later and Chrome website permission. Toolbar, context-menu and Alt+Shift+S capture are alternatives. Gmail and protected Google pages are excluded.
Reminders Date-based or message-triggered reminders for a follow-up or task.: Available
A project note appears on matching new incoming emails until you mark the reminder done.
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
Talvu tasks do not automatically sync to Google Calendar. Other ongoing Calendar synchronization has not been verified.

Email

Email linking Associate or log email conversations with a contact, project or CRM record.: Available
Link conversations manually or through address-based rules. Message bodies stay in Gmail.
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
An enabled address-to-project rule links new sent or received conversations that match From, To or Cc. Talvu uses email metadata and thread links; bodies and attachments remain in Gmail. Other historical threads need manual linking.
Email tracking Track email opens, link clicks or both.: Not verified
Email templates Reusable email message templates or snippets.: Not verified
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.: Not verified

Collaboration

Shared inbox A shared email workspace where multiple people handle the same conversations.: Not verified
Team assignment Assign customer work, records, tasks or conversations to another team member.: Not verified

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
Rules link conversations by exact address and display saved notes on matching incoming emails. These rules cover email linking and note reminders; a general multi-step workflow builder has not been verified.

Data

Reporting Built-in CRM reporting or dashboards, including documented statistics views.: Available
View statistics for CRM records and linked email.
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.: Available
Export CRM records to Excel or CSV.
API access Work with CRM data through a documented developer API. A list of third-party integrations is not a developer API.: Not verified

Mobile

Mobile CRM Officially supported CRM access through a mobile app or mobile web interface.: Not available
Requires desktop Chrome; a mobile CRM app is not supported.
Gmail mobile CRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on.: Not available
Requires desktop Chrome; a Gmail mobile add-on is not supported.

Pricing and plan requirements

CRM plans

$10/month

Billed yearly14-day free trial · All features included

View pricing

What to check before choosing

Talvu runs in desktop Chrome. It does not support a mobile CRM app or a Gmail mobile add-on.
Use a task to record an action and a note reminder to recall a detail when someone emails again. The reminder is triggered by incoming mail.
The 14-day free trial includes all features and starts with the first successful Gmail connection. A paid subscription is required afterward. Google accounts keep separate CRM records. When working access expires, synchronization pauses and export remains available.

Talvu: common questions

Can I start without setting up a sales pipeline?

Yes. Connect Gmail and add a contact, project or task using the default settings. Change statuses, fields and block order when you need more detail.

Can I search notes across projects?

Yes. Open Data → All notes and search by note text or project name. Sort by date, group by project or filter for reminders. Each note links back to its project.

Is Talvu free after the trial?

The 14-day trial includes all features and begins with the first successful Gmail connection. Continued CRM work requires a paid subscription. Billing periods change the charge while including the same core features. Export remains available after working access expires.

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