CUSTOMER RELATIONSHIP MANAGEMENT

CRM PRO

Keep your contacts organized and your audience connected.

CRM PRO is a web application from Books to Gifts Publishing for authors, businesses, and community organizations. Bring your customer contacts together, prepare email campaigns, and manage communication from one workspace.

Open your CRM workspace

Organize your contacts

Add contacts individually or import a list. Use tags to organize customers, readers, and members into relevant audiences.

Prepare useful messages

Draft campaigns, reuse email templates, and personalize messages. Include the books, updates, and attachments you want to share.

Manage your campaigns

Choose an audience, review your message before sending, and track campaign delivery. Email messages include an unsubscribe link.

OPTIONAL PAID FEATURE

Connect your own Gmail account

The optional Gmail connection lets customers on an active paid CRM plan send campaigns from their own Gmail address after granting permission on Google’s consent screen. Connect Gmail from Settings when it is available for your organization. You can use the CRM without connecting Gmail.

What Google access is used for

CRM PRO requests your Google email address and permission to send email. It does not request permission to read your inbox, search messages, or delete Gmail messages. We store your connected email address and an encrypted authorization credential to send the campaigns you request. Your chosen recipients, subject, message, and attachments or links are sent to Google for delivery.

You can disconnect Gmail in CRM Settings to remove the saved credential and pause sending, or revoke access through your Google account. Google account information is not sold or used for advertising, and Gmail data is not used to train AI models.

Read the CRM privacy policy and Google-data practices