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CRM & Follow-ups5 min read

Track deals with the built-in CRM

Build pipelines, add records, and move deals through your own stages — all inside the Gmail sidebar, reusing the contacts CMass already knows.

CMass includes a lightweight CRM that lives in the same Gmail sidebar as your campaigns. It's built for people who run outreach and want to track what happens next — who replied, which deal is where, and what you owe each contact — without bolting on a separate tool like Salesforce or a spreadsheet that goes stale.

Opening the CRM

Open the CMass sidebar in Gmail and click the coral 'Open CRM' button. You'll land on your pipelines. A pipeline is a set of stages a deal moves through — for example Lead → Negotiation → Won. You can create as many pipelines as you need, each with its own stages.

The CMass CRM pipeline view in the Gmail sidebar, showing records grouped by stage with a follow-ups bar and a New record button
The pipeline view: records grouped by stage, with a follow-ups bar at the top.

Adding a record

A record is one deal, company, or relationship you're tracking. Click '+ New record', give it a name (like 'The Hilton'), optionally set a value, and choose its stage. Each record can hold contacts, linked email threads, tasks, and notes — everything about that relationship in one place.

  1. 1Click '+ New record' at the bottom of a pipeline
  2. 2Name the record and pick its stage
  3. 3Add a value if you're tracking deal size (optional)
  4. 4Open the record to add contacts, tasks, and notes
✅ Reuses your contacts: The CRM draws on the same contacts CMass already built from your Gmail history — you're not re-entering people you've emailed. On the Team plan, records and contacts are shared across every seat.

Inside a record

Open any record to see its detail view. Contacts list the people on the deal. Tasks are your follow-ups (see the follow-up reminders guide). Notes are free-form context — where you met, what was discussed. Linked emails are the Gmail threads tied to this record, which CMass can connect for you automatically.

A CMass CRM record detail view showing contacts, a list of tasks with completed and overdue states, a follow-up input with a date and time picker and a coral Add button, and a notes field
A record holds contacts, tasks, notes, and linked email threads — all in one view.

Moving deals forward

Change a record's stage from the dropdown at the top of its detail view, and it moves to that column in the pipeline. That's the whole loop: add a record, work the relationship in Gmail, update the stage as things progress.

💡 The CRM never reads the content of your emails. It works from who's on a thread and what you type into records — not from scanning message bodies.

What's next?

  • ▸Set up follow-up reminders so deals don't go cold
  • ▸Let CMass auto-link the right email to the right record

Try it in Gmail — free

50 emails/day on the free plan. No credit card needed.

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