A simpler way to use your CRM.
See today’s appointments, messages waiting for a reply, tasks, and next actions in one fast view—without loading the full CRM or hunting through tabs.
See what needs your attention today.
Start with the appointments, conversations, and tasks that need action. You know where to begin without searching through the full CRM.
Handle everyday CRM work without the full app.
Search contacts, open conversations, check appointments, add notes and tasks, and update the next step from the browser side panel.
Switch to the CRM account you need without finding or loading another full CRM tab.
Use the contacts, messages, appointments, tasks, and deals that move the day forward.
Keep the sidebar tabs and contact actions that matter to your business.
When an email belongs in the CRM, send that one.
Add the current Gmail message or the full 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
Try the complete product for 7 days.
Use the sidebar, Today view, Gmail Selective Sync, and your connected CRM account before the first charge.
Does CRM Sidebar replace the CRM?
No. It gives you a faster, simpler way to handle everyday CRM work. The full CRM remains available when you need it.
Can I use it outside Gmail?
Yes. CRM Sidebar is a browser side panel, so it can stay available while you work elsewhere online.
Does it sync my whole Gmail inbox?
No. You choose which messages and threads to send to the CRM.
CRM Sidebar
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.