Install CRM Sidebar and sign in from the CRM your agency already uses.
Included with Full Toolkit
A simpler way to use your CRM.
Today's appointments, the conversations waiting on you, and your tasks, in a side panel next to Gmail or whatever tab you have open. Most days you won't need to open the full CRM at all.
Already on Full Toolkit? Install it from your agency's CRM and it recognizes your membership. Nothing to pay.
Choose your plan: $97/month for unlimited sub-accounts, or 7 days free then $10/month per CRM account.
CRM Sidebar is included with Full Toolkit.
CRM Sidebar is part of The Marketer's Toolkit. If your agency has Full Toolkit, it's already included in your membership.
CRM Sidebar looks up your agency in The Marketer's Toolkit. If it's the main agency on a Full Toolkit membership, you're covered.
Members never see the payment screen. There's no card to enter and no trial running out.
See what needs your attention today.
CRM Sidebar opens on the appointments, conversations and tasks that need you, so you know where to start without digging through the CRM.
Work with contacts without opening the CRM.
Search contacts, open a conversation, check an appointment, add a note or task, and update the next step from the side panel. The full CRM is still there when you need it.
Jump to the CRM account you need without loading another full CRM tab.
Open a contact and see their messages, appointments, tasks and deals together.
Keep the sidebar tabs and contact actions your business uses and hide the rest.
When an email belongs in the CRM, send that one.
Add the current Gmail message or the whole thread to the right contact or opportunity. The rest of your inbox stays out.
- Choose one message or the earlier thread
- Choose the contact or opportunity
- Exclude addresses and domains that should never be logged
Your CRM workspace on desktop and mobile.
Use CRM Sidebar as a Chrome side panel, or install it from Chrome as a desktop app with its own window and call alerts.
Available now
Opens next to Gmail or any other tab you're working in.
Install it from Chrome and it runs in its own window. When a call comes in, you get a notification.
Native apps included
Your CRM Sidebar workspace on your phone.
Desktop apps that run on their own, outside the browser.
Choose the plan that fits your CRM.
Start with one CRM account, cover unlimited sub-accounts for $97 a month, or get CRM Sidebar included with Full Toolkit.
With Full Toolkit
Includedwith your Full Toolkit membership
- Everything in CRM Sidebar
- Recognizes your agency when you sign in
- Covers the sub-accounts in your agency
- Comes with the rest of The Marketer's Toolkit
Already on Full Toolkit? Install CRM Sidebar and it's included.
Unlimited sub-accounts
$97per month for your agency
- Unlimited sub-accounts
- Everything in CRM Sidebar
- Your branding and configurable client workspaces
- Desktop and mobile apps included
Choose CRM Sidebar on The Marketer's Toolkit pricing page.
CRM Sidebar on its own
$10per month
per connected CRM account
per connected CRM account
- Today, inbox, calendar, tasks, contacts, and deals
- Fast CRM access beside any browser tab
- Gmail Selective Sync
- Product updates included
One trial per eligible first-time CRM account. Cancel before day 8 to avoid a charge.
Questions
Is CRM Sidebar included with Full Toolkit?
Yes. If your agency is on Full Toolkit, CRM Sidebar is included in your membership and you don't pay anything extra for it. See the Toolkit plans.
How does it know my agency is on Full Toolkit?
When you open CRM Sidebar from your agency's CRM, it looks up that agency in The Marketer's Toolkit. If it's the main agency on a Full Toolkit membership, CRM Sidebar skips checkout and lets you in. If your Toolkit account has more than one agency, only the main one is covered.
What if I'm not a Toolkit member?
For one CRM account, start a 7-day free trial, then pay $10 a month. For your agency, choose unlimited sub-accounts for $97 a month through The Marketer's Toolkit pricing page. Each eligible first-time CRM account gets one trial.
Does CRM Sidebar replace the CRM?
No. It covers the everyday work. The full CRM is still there for everything else.
Can I use it outside Gmail?
Yes. It's a Chrome side panel, so it stays open while you work in other tabs. You can also install it from Chrome as a desktop app.
Does it sync my whole Gmail inbox?
No. You pick which messages and threads go to the CRM.
Is there a phone app?
Yes. Mobile apps are included, along with native Windows and Mac apps and the Chrome side panel.