FAQ - Gluon Relationship Manager

GRM is a free Chrome Extension/App that unifies your google account (Google Contacts, Gmail, Calendar & Google Drive™) with LinkedIn into a simple but powerful personal CRM system.

It’s intentionally designed so that on day one, after installing, all your contacts, emails and calendar activities are in GRM. Let me repeat that: on install, you have a fully populated CRM system with all your emails and calendar activities, it is literally that simple.

You can then go about and live your life, update contacts on your phone, send emails from Gmail, and all that data is immediately reflected in GRM.

It’s the CRM that you can use as little or as much as you like, without worrying about your data going stale.

It's the perfect personal CRM for any single person sales team, recruiter, or anyone serious about networking. But especially useful for Android, Gmail and LinkedIn users.

GRM is truly serverless, all your data is stored in your google account. As you use GRM, data is pulled from your Google account in real time. We don't have access to any of it, we don’t store it, nor do we have any servers to store it even if we wanted to.

We don't ask for a Credit Card or even your email address, we don't have that data at all, we can’t spam you with marketing (we don't have your email address). We can’t even email you updates about the product.

You don’t have to; your data is pulled from your Google contacts in real time. If your contacts are not in Google, there is a simple import utility for importing CSV files.

(If you use Android, your phone contacts are stored as Google contacts in your Google/Gmail account.)

A personal CRM system is a software application that helps individuals (single users) track and manage their personal relationships. This can include friends, family, colleagues, business contacts, and anyone else that you interact with on a semi-regular basis.

Personal CRM systems can be a valuable tool for anyone who wants to improve their personal relationships. They can help you to stay organized, stay in touch, and build stronger relationships with the people who matter most to you.

A Chrome extension is a small software program that lives in your browser, and enhances your web browsing experience.

We wanted GRM to live where you work (in the browser, and every webpage), it’s always at your fingertips.

If you are on a LinkedIn contact page, you can easily slide out that contact’s GRM record (or add them) then take notes or log a call. If you are looking at a company's website, you can pop out that company record, take notes or update the contact info.

Basically, we wanted GRM to seamlessly integrate into your normal daily activities.

Basically, the core modules of any CRM System

• Contacts (Stored as Google Contacts)
• Companies (Stored as Google Contacts)
• Emails (Pulled from Gmail in real time)
• Meetings (Pulled from Google Calendar in real time)
• Other Activities and Notes (Stored in Google Drive)
• Opportunities (Stored in Google Drive)
• Attachments (Stored in Google Drive)
• It also has basic Click to Dial functionality (Via a cell phone link or What’s App), tagging and some other bells and whistles.

They are similar to contacts, but when you add a website to them, they auto link all contacts with an email address of that domain, it also allows for you to manually link Contacts. You can then see all emails and meetings based on your contacts. Notes and activities can be tagged to contacts, companies or both.

So, you create a company record, you add an email domain, and all you email and meetings just show up, on day one!

It was built for you.

But really, it was built for me… So, who am I?

• A small business owner (Gluon Digital)
• I meet a lot of people at conferences and meetups
• I do all my own sales
• I’m horrible with names and faces
• I use and Android phone with Gmail so all my contacts are attached to my Gmail Account
• I use LinkedIn and hate that there is no feature to log notes
• I’m too busy to deal with updating my CRM, I wanted something that natively brings all my Google /Android & LinkedIn data together in one place.
• I'm never going to be doing Sales all day where I need to live in my CRM. I'm going to use it a few times a week.
• I don’t have time to deal with importing data (and I'm a data expert), or complex setup and config.
• I don’t want to deal with a SASS company that holds my data hostage. When I want to cancel, I don’t want to deal with the headache of getting my data out prior to canceling service, rushing to do it before I am forced into a renewal.

It’s somewhat customizable, as of now you can add custom fields to all objects (Contact, Companies, Notes, Phone Calls, Opportunities, etc.)

Because all your data is stored in your google account, all your GRM data is fully accessible via the Google APIs.

Contacts, Companies, Email, Meetings and Attachments are very straight forward. For Notes and Opportunities, you will have to dig a bit to figure out our data model. Maybe we’ll document them at some point.

You can also use any ETL tool that has a native Google/ Gmail connector.

You can create meetings that go to your Google Calendar and will get notifications on your android phone or wherever you manage your google calendar.

Just you (and whoever has access to your Google account). No one at GRM has access to any of your data, it never leaves your account. It's simply pulled in real time, as needed by GRM.

The same way you backup your Google data. We don't have access to your data so we can't back it up.

As of now GRM is only available on Chrome (Windows, Linux, or MAC). But your contacts, meetings and emails are always accessible via the native apps, on your phone, tablet whatever.

If you are on a LinkedIn Contact or company page, you can easily view all your data right on that page and you can add contacts and companies from that page.

From GRM you can easily search LinkedIn or navigate for contacts and companies that already exist in GRM\your google contacts. Or check LinkedIn for updates with the click of a button.

Any third-party app that you use that impacts your Google data will be reflected in GRM. So, if you use a tool to bulk send Email from Gmail, those emails will be reflected in GRM.

No, and as of now we have no plans for an Enterprise or multi-user version of GRM.

No servers! That means there is no incremental user cost to us! So yes, we can afford to give it away for free. It cost us nothing.

Gluon Digital is doing well and we can easily afford to fund the development cost, we have not taken on any investors so we don't have to answer to anyone (who may demand a return on investment).

At some point we may introduce a paid version, but we will never charge you for features that we are currently giving you for free.

Unfortunately, not. Microsoft has made it so that Edge extensions can’t interact with Gmail accounts.