Your guide to CRM in Gmail
Learn how to use Talvu with Gmail and Google Workspace: organize client projects, save contacts, create tasks and show notes when a client writes again.
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Getting started
Everyday work
Manage client projects and email history in Gmail
Keep client conversations, tasks, contacts, notes and custom fields together in a Talvu project without moving your emails.
Save and organize contacts beside Gmail
Create CRM contacts from email participants, keep several addresses for one person and see their related projects and tasks.
Create follow-up tasks from Gmail emails
Turn a client email into a clear next action with a deadline, status and a link back to its source in Talvu.
Show project notes as reminders in incoming Gmail
Use Future Me to bring a saved note back when a client writes again, until you mark the reminder done.
Automatically link Gmail conversations to a project
Create exact-address rules in Talvu so new sent or received email connects the right conversation to your client project.
Find CRM information in General, Data and Stats
Find the projects and tasks for an open email, search all project notes and manage your automatic linking rules from one place.
Settings and account
Customize your Gmail CRM layout and settings
Set Talvu's language, time zone, statuses, custom fields, block layout and Gmail badges to match the way you work.
Manage your Talvu account, billing and CRM export
Use separate Gmail accounts, review subscription access, export CRM records and contact support without confusing CRM data with Google email.