CRM Quick Access

Quick access to your Lead Connector tasks, opportunities, contacts and messages without opening the full platform.

Stop losing ten minutes to a thirty-second task. A text needs a one line reply. A deal needs nudging to the next stage. A task is done and needs ticking off. Each is fifteen seconds of real work, wrapped in loading the platform, finding the record, and losing your place in whatever you were doing. CRM Quick Access puts all of it in a side panel that opens beside the tab you are already on. WHAT YOU CAN DO • Tasks. Everything open, sorted by what is due soonest, with overdue work flagged in red. Tick items complete in one click. • Opportunities. Search across your pipelines and move a deal to its next stage from a dropdown, without opening a board. • Contacts. Search by name, email or phone as you type. See the essentials and add a note while it is still fresh. • Messages. Find a conversation, read the whole thread, and send a text or email reply that threads correctly against the message you are answering. WORK ACROSS CLIENTS Connect as many sub-accounts as you like and switch between them from a dropdown at the top of the panel. Change client, and your tasks, pipelines, contacts and messages change with it. No signing in again. BUILT TO STAY OUT OF YOUR WAY • Nothing runs in the background. No polling, no notifications, no battery drain. It fetches only when you open it, which also keeps it well clear of API rate limits. • Your records are never stored. Contacts, tasks and messages are read live and shown to you. Nothing is copied to our servers, and there is no analytics or tracking of any kind. • It cannot read the pages you visit. The extension has no access to any website you browse. It talks only to the CRM API you authorise it to use. • Connect in one click through the standard secure sign-in flow. It only ever has the access your own login already has, limited to the sub-account you pick, and you can disconnect at any time. PRICING 7 days free, no card required. After that: • $9 per month for one sub-account, covering everyone who works in it • $49 per month for every sub-account under your agency, unlimited users Pricing is per sub-account, never per person. If three people at the same client use it, that is still one plan. REQUIREMENTS A GoHighLevel (LeadConnector) account. The extension works with sub-accounts you already have access to. SUPPORT chromesupport@canitbeautomated.com Not affiliated with or endorsed by HighLevel or LeadConnector