Vizee — your CRM, alongside you

Save business details, see CRM context and ask Vision while you browse.

Vizee keeps your CRM open in a side panel, so you can save the people and businesses you find on the web without switching tabs. A Vizee account is required. How it works 1. Sign in at https://vizee.ai in a regular tab and keep that tab open. 2. Open the side panel from the toolbar and click Connect. 3. If you have more than one account, pick the one you want. This choice stays in the panel and doesn't change your active account in the web app. What you can do - Read current page: on a business website, Google Maps listing, LinkedIn company page or Gmail thread, click to pull out the name, website, email and phone. In Gmail it picks up the sender and subject. Nothing is read until you click. - Check the fields, fix anything that's off, then click Save to Vizee. - See recent activity for people already in your CRM. - Add a note, set a follow-up task with a due date, start a deal in a pipeline stage, or link someone to an existing deal. - Log a Gmail thread: stores only the sender, subject and a link back to the thread. - Thank-you messages: record the person's permission, create a draft, edit it, then press Send to queue it. It goes by email, or by text message only when SMS permission is on file. Eligibility is checked before anything goes out, and nothing is ever sent automatically. - Ask Vision: ask the built-in assistant a question about your work. It only reads and won't change anything. Your data There's no tracking or analytics. What you read and save goes only to your own Vizee account. It isn't sold, used for ads or credit decisions, or used to train our models. All code ships inside the extension.