Sales
The customer’s CRM record, inside Gmail
Open an email and the customer’s record is right beside it: what they use, how many licences, when they expire and who owns them. Log the email in one click.
- Built for
- In-house, B2B software company
- Team
- Account managers
- Built in
- About 2 weeks
- Runs on
- Gmail (Chrome extension), their CRM
The ask
“We switch between Gmail and the CRM fifty times a day just to know who we’re talking to.”
Before
- A CRM tab open for every email, just to look people up
- Renewals noticed too late
- Emails logged to the CRM later, or never
- New team members asking who owns which customer
After
- The customer’s record appears beside every email
- Renewals close to expiry are highlighted
- Emails log to the CRM in one click
- Owner and history are visible to the whole team
What we built
- 01A sidebar in GmailA Chrome extension that recognises the sender and shows their company’s CRM record.
- 02The fields that matterUse case, licences, expiry date, renewal value, owner and open tickets.
- 03Renewal alertsCustomers within 60 days of expiry are flagged in orange.
- 04One-click actionsLog the email, create a task or open the full record without leaving Gmail.
How it was delivered
- Week 1Decide the fields
Picked the fields account managers look up most, and connected the CRM.
- Week 2Build and roll out
The sidebar, renewal alerts and one-click logging, installed for the whole team.
- HandoverHand over
Published privately for the company, with the setup documented.
The impact
Estimates, measured over the first month.
Time spent looking things up
▼30 mina day, per person
The record is beside the email.
Late renewal follow-ups
▼60%fewer
Renewals near expiry are flagged.
Emails missing from the CRM
▼80%fewer
Logging takes one click.
Want this for your team?
Start with a free pilot on one of your own workflows.