7 Essential Gmail Add-ons to Streamline Fintech Communication

Explore the list of 7 best Gmail add-ons for fintech consultant that helps to deal with fintech workflow challenges accurately.

2. 1. GPT for Gmail
•The add-on lets you use ChatGPT in your email box to help you write emails faster and error-
free.
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Features:
•Generate realistic email replies in just one
click.
•Compose emails 30+ languages.
•Shorten, expand, or regenerate your email
content.
•Choose your tone (formal or casual) to
generate your email.

3. 2. DocuSign for Gmail
•With this add-on you can send and sign agreements digitally and securely
directly within the mailbox.
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Features:
•Get the highest level of security and compliance
with industry standards and authentication.
•Use the Email a Copy link to share agreements.
•Get real-time notifications when recipients view,
sign, or decline your requests.
•Create reusable email templates and personalized
workflow.

4. 3. RingCentral
•RingCentral remains a must-have Gmail add-on for fintech consultants that
simplifies communication through Gmail and Google Calendar.
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Features:
•Make outbound calls and send SMS messages
directly from your email conversations.
•Schedule Meetings and audio conference calls.
•Display relevant information within Gmail message
threads.
•Start a new email conversation from within a
contact card.

5. 4. Drag for Gmail
•Drag for Gmail allows fintech professionals to run their entire workflow
directly within the mailbox, eliminating the need to switch between apps.
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Features:
•Collaborate with team members while
focusing/working on a specific task.
•Create certain rules to automate their workflows.
•Personalize email templates and follow-up email
sequences.
•Use shared boards for various purposes, such as a
Help Desk, CRM, or Marketing.

6. 5. Streak CRM for Google Workspace
•The Streak CRM add-on helps fintech professionals handle sales and client
relationships directly inside their mailbox.
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Features:
•Share contacts, files, emails, and other data with
teams.
•Connect external tools to automate your workflows
and scale accordingly.
•Customize the CRM to suit your data needs and
make it more useful.

7. 6. Email Templates by cloudHQ
•The add-on integrates seamlessly with Gmail, allowing users to access
templates directly within their mailbox.
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Features:
•Access 1000 free pre-designed email templates
suitable for multiple work scenarios.
•Utilize an intuitive email design creator to craft and
customize your email templates.
•Share email templates with team members to
collaborate seamlessly.

8. 7. Mailmeteor
•Access advanced functionalities to send a larger volume of emails, monitor
emails instantly, streamline your campaigns, and dispatch follow-up emails.
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Features:
•Send customized emails by extracting recipient
data from Google Sheets.
•Integrate the tool with HubSpot and CRM
platforms to simplify the workflow.
•Access this Gmail plugin in multiple languages like
English, French, and Spanish.

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