Open the message
The action appears directly inside Gmail, where you are already working.
CRM Sidebarwith Gmail Selective Sync
Your whole inbox does not belong in your CRM.
Send only what matters.
Add a Send to CRM action to Gmail messages and threads. Choose the conversations that belong in your sales process. Everything else stays out.
$10 / monthper CRM locationIncluded for qualifying Toolkit agencies
All-or-nothing syncEverything enters the CRM
or
Gmail Selective SyncOnly chosen conversations enter
Gmail Selective Sync
Use your Google Workspace inbox without pouring every email into your CRM.
Private conversations, internal threads, receipts, newsletters, and everything else can stay in Gmail. When an email matters to a lead or customer, send it deliberately.
Send to CRM
Choose the current message or the whole thread, then select where it belongs.
Keep the record useful
Only the conversations that support your sales process become CRM history.
Selective means selective.
Nothing is bulk-synced just because it reached your Google Workspace inbox.
A complete contact workspace in the same narrow browser panel.
Built around your business
The sidebar is configurable. The useful parts are yours.
Choose the fields, sections, labels, ordering, and actions your team needs. Bring the contact buttons you already rely on into a workspace designed for the job.
Open focused, form-like views instead of digging through a field list.
Put the right information in the right order for each location or niche.
Move through contacts, opportunities, custom objects, and relationships.
Build a polished setup once, publish it across clients, and preserve local overrides.
For agencies
Turn a generic CRM into the workspace your niche needs.
Package Selective Sync, a configured sidebar, contact buttons, branding, and reusable templates into a better client experience.
Straightforward pricing
One location. Selective email sync and the full sidebar.
No seat math and no separate add-on for Selective Sync.
CRM Sidebar
$10/ month
per CRM location
per CRM location
- Chrome extension
- Gmail Selective Sync
- Fast CRM browser sidebar
- Configurable views and contact buttons
- Product updates included
Qualifying Toolkit agency memberships include CRM Sidebar for their locations.
The point of Selective Sync
Your inbox stays your inbox.
You decide what gets saved
Send a specific message or thread when it belongs in the CRM.
Keep unrelated email out
Your Google Workspace inbox can serve the whole business without becoming a bulk CRM feed.
Use never-log boundaries
Exclude selected addresses and domains from logging workflows.
Common questions
What Selective Sync changes.
Does CRM Sidebar automatically sync my entire Gmail inbox?
No. Selective Sync is built so you can choose the messages and threads that belong in your CRM.
Can I send a whole thread instead of one message?
Yes. Choose the current message or include the earlier messages in the conversation.
Can I use the sidebar outside Gmail?
Yes. CRM Sidebar is a browser side panel, so the CRM workspace can stay available while you work elsewhere online.
Is every sidebar configured the same way?
No. Fields, sections, labels, actions, contact buttons, and connected records can be configured around the business.
What do agencies get?
Qualifying Toolkit agencies can create branded templates, apply them across client locations, publish improvements, and allow local overrides.
CRM Sidebar with Gmail Selective Sync