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Gmail Extension

Sell from Gmail with CRM context, tracking, templates, and follow-up intelligence.

A Gmail-side selling layer for reps who need CRM history, recipient validation, tracked documents, templates, and next-best actions while they compose.

Built for

Sales reps, founders, account managers, and teams that run their day from Gmail.

Availability

Package verified; manual QA required

The MV3 Gmail package is present and locally verified. Live Gmail DOM proof and Chrome Web Store review remain external gates.

pnpm extension:verifyLive Gmail QA evidenceChrome Web Store review
Install workflowView pricing

Gmail compose panel

Tracked email ready

Recipient validationChecked
TrackingOpen + click
TemplateMutual action plan

Product Theater

Inspect the workflow before signup

Each step shows the start state, CRM.me action, result state, and proof language for this product route instead of relying on generic feature copy.

Gmail compose panel

Tracked email ready

Desktop, tablet, and mobile route captures · poster gmail-extension-compose.png · fallback gmail-extension-compose.png

Interface preview, not release proof

Start state

Open a thread

CRM.me surfaces account, contact, deal, and recent activity context beside Gmail.

CRM.me action

Open a thread

CRM.me surfaces account, contact, deal, and recent activity context beside Gmail.

Result state

Checked

Recipient validation moves into the product surface without losing record context.

Proof

Works as an inbox productivity surface, not a separate sales tab.

Marketing claims avoid marketplace approval language until approvals are real.

Workflow

How the workflow moves from signal to action

Every page maps to shipped CRM.me surfaces or explicitly calls out the production credentials required before a workflow goes live.

1

Open a thread

CRM.me surfaces account, contact, deal, and recent activity context beside Gmail.

2

Compose with controls

Choose templates, attach tracked collateral, validate recipients, and enable tracking.

3

Follow up from signal

Opens, clicks, replies, and document views feed alerts and next actions back to CRM.me.

Compose tools

Bring the high-frequency selling actions into the inbox.

  • Templates
  • Document attach
  • Open and click tracking
  • Follow-up nudges

Recipient confidence

Reduce avoidable mistakes before the email leaves Gmail.

  • Recipient validation
  • Domain checks
  • Context-aware warnings
  • Unsubscribe awareness

CRM sync

Keep outreach tied to the account and opportunity record.

  • Thread context
  • Activity logging
  • Deal association
  • Alert routing

Claim Guardrails

Source-verifiable launch copy

These pages avoid fake customer counts, fake certification language, fake marketplace approval claims, and unsupported revenue-lift claims.

Works as an inbox productivity surface, not a separate sales tab.

Marketing claims avoid marketplace approval language until approvals are real.

Pairs with CRM.me templates, document tracking, and campaign analytics.

Related Workflows

Keep exploring the connected product surface

TemplatesDocument trackingCRM