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Mixmax makes it easy to send better emails, track engagement, and book meetings from Gmail. Revenue still leaks when contacts stay scattered across inboxes, Mixmax activity never becomes a deal record, and follow-ups depend on memory instead of a pipeline.
The fix is simple: a CRM that turns inbox engagement into owned next steps. A CRM for Mixmax users centralizes contacts and companies, logs activity automatically, prevents duplicates across reps, and enforces execution with stages, tasks, and reporting. Mixmax keeps email workflows fast; the CRM makes outcomes measurable and repeatable.
What is Mixmax?
Mixmax is a sales engagement platform that runs inside Gmail to help sales teams send better outbound faster, track engagement, and automate follow-ups without leaving the inbox.
- Email sequences: Automate multi-step follow-ups with rules and timing so leads do not slip when reps get busy.
- Email tracking and engagement signals: Track opens, clicks, and other recipient actions to prioritize follow-up based on intent.
- Templates and snippets: Standardize high-performing messaging for fast personalization at scale.
- Send later and scheduling: Schedule emails to land at the right time across time zones and workflows.
- Meeting scheduling: Share availability and book meetings from email threads to reduce back-and-forth.
- Workflow automation and integrations: Push Mixmax activity into the rest of the stack so engagement becomes tasks, pipeline updates, and reporting.
Mixmax fits SMB and mid-market sales teams, SDR/BDR teams, founders doing founder-led sales, and customer-facing teams that live in Gmail and need high output with consistent follow-up quality.
Is Mixmax a CRM?
❌ No. Mixmax is a sales engagement layer for Gmail: sequencing, tracking, templates, and scheduling. It does not replace core CRM functions like being the system of record for contacts and companies, deduplication, ownership, lifecycle stages, pipelines, tasks, forecasting, and revenue reporting.
Why Mixmax Users Need a CRM?
Mixmax increases email activity and engagement signals. Without a CRM, that activity stays trapped in threads and sequence dashboards, while pipeline execution stays manual and inconsistent.
A CRM turns Mixmax engagement into a repeatable revenue process: one shared database, clean ownership, forced next steps, and reporting tied to outcomes.
✔️ Convert engagement into pipeline movement: When a reply, click spike, or meeting happens, the CRM creates or updates deals, assigns owners, and triggers tasks.
✔️ Keep one clean record per lead and company: Deduplication prevents multiple reps from working the same account and protects outreach quality.
✔️ Centralize context beyond Gmail: Email, calendar, notes, and deal history stay attached to the right contact for clean handoffs.
✔️ Standardize qualification: Stages, fields, and playbooks make follow-up consistent across reps instead of improvisation.
✔️ Measure what matters: Mixmax shows activity; the CRM connects activity to meetings, opportunities, win rate, and revenue.
7 Best CRMs for Mixmax Users in 2026
1. folk CRM
Rating
⭐⭐⭐⭐⭐(G2)
Overview
folk is an AI CRM built for Mixmax-led teams that need email engagement to turn into clean pipeline execution. It keeps one shared database across the team with enrichment and deduplication, centralizes context from Gmail workflows, and enforces follow-up through pipelines and tasks so high-intent threads never die in the inbox.
Pros
- Strong fit for Gmail-first outbound with fast execution workflows
- Enrichment and deduplication reduce duplicate outreach and messy ownership
- Pipelines, tasks, and shared timelines keep follow-up consistent across reps
Cons
- Mixmax remains the sequencing layer; outreach logic stays in Mixmax
- Advanced admin and governance needs sit on higher tiers
Pricing
Starts at $20/member/month (billed annually)
2. HubSpot Sales Hub
Rating
⭐⭐⭐⭐⭐(G2)
Overview
HubSpot fits Mixmax-led teams that want email engagement connected to a broader revenue system: lifecycle stages, deal pipelines, automation, reporting, and clean handoffs from “reply received” to “meeting booked” to “deal closed.” It works best when outbound must connect with inbound and customer lifecycle data in one platform.
Pros
- Strong automation to turn Mixmax engagement into deals, tasks, and next steps
- Mature reporting tied to pipeline and revenue outcomes
- Scales well for teams that need standardized stages and governance
Cons
- Total cost rises quickly as advanced tiers and seat types are added
- More setup and admin overhead than lightweight CRMs
Pricing
Starts at $9/seat/month (annual)
3. Pipedrive
Rating
⭐⭐⭐⭐(G2)
Overview
Pipedrive is built for fast pipeline execution. It fits Mixmax users who want a simple, visual deal flow to move engaged leads from Gmail into owned stages quickly, with clear ownership, reminders, and lightweight automation that keeps follow-up consistent.
Pros
- Very strong pipeline UX for moving Mixmax engagement into deals fast
- Solid day-to-day rep workflow: activities, reminders, next steps
- Useful baseline automation for follow-ups and stage changes
Cons
- Advanced governance and complex reporting are not its core strength
- Some capabilities require higher tiers or add-ons depending on needs
Pricing
Starts at $14/seat/month (billed annually)
4. Close
Rating
⭐⭐⭐⭐⭐(G2)
Overview
Close fits Mixmax-led teams running high-velocity outbound who want a CRM that stays execution-first. It keeps leads, pipelines, tasks, and team workflows tightly connected so engaged prospects move forward fast the moment they reply or book time.
Pros
- Outbound-first execution: fast lead handling and clear next steps
- Strong rep workflow for consistent follow-up at speed
- Good fit for teams that want a “sales floor” operating rhythm
Cons
- Best fit when the team commits to Close’s workflow and structure
- Advanced admin controls and scaling features sit on higher tiers
Pricing
Starts at $49/seat/month (billed monthly)
5. Attio
Rating
⭐⭐⭐⭐(G2)
Overview
Attio fits Mixmax users who want a modern CRM with a flexible structure for segmentation and outbound ops. It works well when teams care about clean data, collaboration, and building a model that matches their pipeline and account strategy.
Pros
- Flexible data model for outbound segments and custom fields
- Strong collaboration and organization for teams working the same accounts
- Scales from lightweight usage to more structured ops without legacy CRM friction
Cons
- Requires initial setup to define the right model and governance
- Some advanced capabilities are tier-gated
Pricing
Starts at $36/user/month (billed monthly)
6. Zoho CRM
Rating
⭐⭐⭐(G2)
Overview
Zoho CRM fits Mixmax-led teams that want structured pipeline execution, workflow automation, and reporting at a lower cost. It supports multi-stage deal management, routing rules, and automation to convert email engagement into owned steps and consistent follow-up.
Pros
- Strong feature depth for the price: pipelines, workflows, reporting, customization
- Good fit for teams that want structure without enterprise-level spend
- Broad ecosystem support when other Zoho apps are already in use
Cons
- UI and setup can feel heavy compared to lightweight CRMs
- Advanced automation and AI features tend to sit on higher tiers
Pricing
Starts at $20/user/month
7. Freshsales (Freshworks CRM)
Rating
⭐⭐⭐⭐(G2)
Overview
Freshsales fits Mixmax-led teams that want a full CRM with strong automation and reporting, without the weight and cost of an enterprise stack. It works well when email engagement must route into structured pipelines, owner assignment, and repeatable follow-up playbooks.
Pros
- Strong automation baseline for routing engagement into deals and tasks
- Solid reporting and pipeline structure for managers and multi-rep teams
- Good middle-ground between lightweight CRMs and enterprise platforms
Cons
- Some advanced features and deeper customization are tier-gated
- Setup is heavier than minimalist CRMs
Pricing
Starts at $9/user/month (billed annually)
7 Best CRMs for Mixmax: Recap Table
Conclusion
Mixmax makes email execution faster. A CRM makes outcomes repeatable. The best setup keeps one clean database, logs engagement where the team works, prevents duplicate follow-up, and forces next steps the moment intent shows up.
For Gmail-first outbound teams, folk CRM fits Mixmax workflows: enrichment and dedup keep records clean, shared timelines keep context centralized, and pipelines plus tasks turn replies and meetings into consistent pipeline movement.
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