LeadWise for Gmail

See who is on every Gmail thread in your LeadWise CRM, add new people in one click, create deals and see when emails are opened.

LeadWise for Gmail puts your LeadWise CRM in a side panel next to the email you are reading. Open an email and the panel shows everyone on it, grouped by company: - People already in LeadWise, with their owner, sequence, open deal, next task and latest activity. - People who are new, with an Add button, or Add all for a whole company. - Teammates, folded away so they do not crowd the list. - Addresses written in the email itself, under "Mentioned in this email", ready to add. From the panel you can also: - Call a contact from the panel, with LeadWise's dialer, then note how it went. - Log a note, call or meeting, with a follow-up reminder for you or a teammate. - Create a deal: LeadWise opens its deal form in a new tab, named from the company and subject. - See a contact's open deal, sequence and next task before you reply. - Open any contact or deal in LeadWise. Emails you send from Gmail to people in LeadWise are tracked automatically, so you can see when they are opened and clicked, right on the thread. Emails to people who are not in LeadWise are not tracked, and the compose window offers to add them. The extension uses your existing LeadWise sign-in. It needs a LeadWise workspace: sign up at getleadwise.ai.