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features
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support

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Description

Add to CRM is a Chrome extension designed for B2B sales and prospecting teams, serving as a contact-enrichment tool. It efficiently retrieves business email addresses, phone numbers, job titles, and company information from LinkedIn profiles, Gmail, Outlook, and corporate websites, subsequently delivering enriched contact records to a linked CRM or Google Sheets. Users can customize their CRM field mappings, verify existing records, refresh contacts, and add notes or activities seamlessly. This service integrates with over 29 different CRM products while also offering features for prospect searches. Depending on the chosen subscription level, teams can access additional functionalities such as LinkedIn Sales Navigator enrichment, bulk or automatic direct-message imports, job-change notifications, saved text snippets, and AI-driven message composition. The platform’s REST API provides capabilities for contact and company enrichment, email validation, people searches, CRM updates, event management, and list operations, and is accessible on the Pro plan. These features collectively enhance the efficiency of sales teams, making prospecting and contact management more streamlined and effective.

Description

CLMT serves as an effective client management tool designed for monitoring customer contact information, opportunities, and follow-up activities. It is constructed with SharePoint as the backend and PowerApps for the frontend interface. The Contacts feature acts as the primary repository for all individuals associated with various companies, allowing for multiple contacts to be linked to a single entity. Users have the capability to search through the Contacts list using various criteria such as name, city, state, and country. Additionally, users can create new contacts, modify existing ones, or remove them as needed. The Companies section functions as the central database for all businesses, enabling users to search through the list using similar parameters as the Contacts feature. Users can also add new companies, update their details, or delete them from the system. Furthermore, CLMT allows users to categorize leads by separating qualified from unqualified prospects, and it helps prioritize leads based on their likelihood of conversion, ensuring a more efficient sales process. This comprehensive management system significantly enhances the overall customer relationship management experience.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

ActiveCampaign Yes 
Airtable Yes 
Bigin by Zoho CRM Yes 
Bitrix24 Yes 
Capsule Yes 
GoHighLevel Yes 
HubSpot CRM Yes 
Less Annoying CRM Yes 
Make Yes 
Microsoft Excel Yes 
Nutshell Yes 
Onpipeline Yes 
Ontraport Yes 
Pipedrive Yes 
Pipeline CRM Yes 
Salesmate Yes 
Streak Yes 
Zapier Yes 
Zoho CRM Yes 
n8n Yes 

Integrations

ActiveCampaign No 
Airtable No 
Bigin by Zoho CRM No 
Bitrix24 No 
Capsule No 
GoHighLevel No 
HubSpot CRM No 
Less Annoying CRM No 
Make No 
Microsoft Excel No 
Nutshell No 
Onpipeline No 
Ontraport No 
Pipedrive No 
Pipeline CRM No 
Salesmate No 
Streak No 
Zapier No 
Zoho CRM No 
n8n No 

Pricing Details

$29/seat/month
Standard is $29 USD per seat/month or $300 USD per seat/year and includes 250 enrichment credits per month. Pro is $99 USD per seat/month or $996 USD per seat/year and includes 1,000 credits per month. Enterprise pricing is custom for teams of 10 or more. GBP and EUR prices are also offered. New accounts receive a 7-day Standard trial with a valid card; trial use is capped at 30 enrichments and searches per day. Billing begins on day 8 unless canceled. Unused credits expire monthly.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Sellframe

Founded

2014

Country

United Kingdom

Website

addtocrm.com

Vendor Details

Company Name

AIBASOFT

Founded

2017

Country

India

Website

www.aibasoft.com

Product Features

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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