CRM Wizard

Work your CRM from any tab: contacts, inbox, deals and calendar. Record your screen or turn a task into a step-by-step guide.

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. Open a contact, a conversation, an opportunity or your calendar straight in your CRM in one click, on your own domain whether it's white-labelled or not. 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, and clicking it can open the exact page in your CRM instead of just the panel. 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. Send it to the person who needs it. A saved video or guide goes straight to a contact from the panel, by email or by text, through your CRM's own conversation so the thread stays where the rest of your history is. The email shows the video as a preview image with a play button rather than a bare link, the opening line is yours to edit, and you can note it on the contact's record at the same time, or just add the note and send nothing. A video gets its own page to watch on, so nobody needs an account or an app to open it. Know whether they watched. Under each video in your media library you can see how many people opened it and how many watched it through. One person is one viewer, however many times they come back, so the number means what you think it means. Your own workflows can pick both moments up, which is the difference between sending a video and knowing it landed. Work from your Gmail tab. Open the panel while you're reading an email and it tells you who the sender is in your CRM: their record one tap away, or a button that adds them with their name and address already filled in. One click logs that email onto their notes, with the subject, the time and a link back to the thread. Reply to the thread with a video from your media library and the link is tracked the same way, with a preview and a play button in your draft instead of a bare link. Transcripts. Turn any video in your media library into words you can read, copy and search, with timings against the player. A video you send can be watched with captions, and the transcript can title and summarise itself, so the note left on a contact's record after you send them a video says what you actually told them. Guide Me. A saved guide can play back on the real page instead of being read next to it. The card names the step you are on, points at the thing to click, and follows you from page to page as you work. It is the same guide you captured, used as training rather than a document. 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.