Octabiz

See who is on a Gmail thread or LinkedIn profile in your Octabiz CRM, and insert your booking link or open times into messages.

Octabiz for Chrome puts your Octabiz CRM next to Gmail and LinkedIn. Open an email in Gmail and click the Octabiz button. The sidebar shows who each person on the email is in your CRM: their company, open deals and next task. From there you can: • Log the email to their timeline. Logging the same email twice still shows it once. • Add someone new, with their name and company filled in. • Put a customer in one of your sequences. On a LinkedIn profile, click "Find in Octabiz" to look the person up, or add them with their name, title and company. The extension reads that one profile only when you click. Under "Share booking times" you can put your booking link, a one-time link or three open times into a Gmail or LinkedIn message. You sign in with your own Octabiz account. You see the same customers you see in the app, and your team's rules on who can see what still apply. Octabiz doesn't read your inbox in the background. It reads the email or profile you have open, and only when you open the sidebar or click a button. Needs an Octabiz account: https://octabiz.ai