CRM Wizard

Run your CRM from any tab: find a contact, reply to a thread, move an opportunity and book time, without leaving the page.

CRM Wizard puts your sub-account in a side panel, on whatever page you're already on. Find a contact, read their notes and add one, move an opportunity to another stage, check what's left of your day, or reply to a conversation on the channel the thread already uses. It's the CRM work you would normally stop and open a whole tab for, done from the page you're on. What you can do, free. Overview: your next few appointments and whoever's most likely waiting on a reply, the moment you open the panel. Contacts: search, create and edit, with notes, tasks, opportunities, appointments, workflow enrollment and every custom field your account has defined, editable inline. Inbox: every conversation, reply on the channel the thread is already using. Pipelines: move a deal between stages in two taps, or start a new one. Calendar: what's coming up, and a free-slot picker to book straight into it. Media library: browse, preview, rename and delete what's already saved there. What's on Pro. A floating wizard button you turn on for the sites you want it on. From it you can screenshot the page in one click, record your screen, or capture a step-by-step guide. Right-click a page to look up a contact, save an image, or save a screenshot. Your own workflows can send a browser notification to a paired browser, so whoever needs to see something finds out without watching the CRM. Recording. Choose your microphone and webcam in a small recorder window, and a three-second countdown starts it. While you record, one small box holds every control: pause, mute, restart and stop, a pen to draw on the page, a spotlight on your pointer and a ripple wherever you click. The box can stay on top of every window, and the recording keeps going when the page you're recording changes. Guides. Click through a task once and every click, every field you fill in, every dropdown choice and every page you move to becomes a step with its own screenshot. Email addresses, phone numbers and card numbers on screen are blurred automatically, and you can hide any other part of the page yourself. Edit before you share. A finished recording opens ready to save. When it needs work, you can trim it, cut out mistakes, remove silences, blur something private for as long as it's on screen, crop it, move or hide your webcam, and add an intro and an end card with a button such as your booking link. It saves to your media library as an MP4, or downloads at full quality. Guides live in a library in your browser. Reorder the steps, add headings and notes, crop, annotate or blur any screenshot, and go back to an earlier version whenever you like. Save a guide to your media library as a PDF or an animated GIF, download it as HTML, Markdown or Word, or share it as a file a colleague can open in their own CRM Wizard. How it reads pages. Only when you turn the floating button on, and only on the pages you enable it for. Nothing runs in the background and nothing is read as you browse. A screenshot, recording or guide only ever starts on a click. Recordings and guides stay in your browser until you save them, and videos are edited on your own computer, so nothing is uploaded until you choose to save it. What you need. An account with CRM Wizard installed, and an ext. key issued from the Ext. keys tab inside it. Paste the key into the extension once per browser and it stays paired.