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Screenshots

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Details

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CRM Sidebar Main Features

• Selective Sync
  You can choose specific emails or conversations to save in your CRM, keeping only important information.
• Fast CRM sidebar
  A small side panel appears in your browser so you can see and do CRM tasks without opening the full CRM app.
• Easy inside Gmail
  The actions are available right inside Gmail, so you don’t need to open another app or window.
• Send to CRM Action
  You can add a button in Gmail to send messages or threads directly to your CRM in one click.
• All-or-nothing Sync
  Either all emails from Gmail are saved in the CRM or none are, unless you choose selectively.
• Choose what to sync
  Before saving, you decide if a contact, message, opportunity, or the whole conversation should be added to your CRM.
• Customizable sidebar
  You can change what fields and sections appear in the sidebar to fit your business needs.
• Quick contact search
  Easily find contacts and switch between records in seconds.
• Complete contact workspace
  The sidebar has a full space for all contact details, notes, tasks, and deals, all in one place.
• Always available side panel
  The side panel stays open while you work, so you can access contacts, tasks, and notes anytime.
• Private and unwanted emails stay in Gmail
  Emails like newsletters, internal messages, or receipts do not get saved in the CRM unless you decide to send them.

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CRM Sidebar Alternatives

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Technologies Used

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