Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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