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Average Ratings 0 Ratings

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ease
features
design
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

Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

HubSpot CRM Yes 
Pipedrive Yes 
Airtable Yes 
Attio Yes 
Bigin by Zoho CRM Yes 
Bitrix24 Yes 
Copper Yes 
Gold-Vision CRM Yes 
HubSpot Customer Platform No 
Intercom No 
Mailchimp No 
Make Yes 
Nimble Yes 
Nutshell Yes 
Pipeline CRM Yes 
Salesflare Yes 
Streak Yes 
Zapier Yes 
Zoho Recruit Yes 
monday CRM Yes 

Integrations

HubSpot CRM Yes 
Pipedrive Yes 
Airtable No 
Attio No 
Bigin by Zoho CRM No 
Bitrix24 No 
Copper No 
Gold-Vision CRM No 
HubSpot Customer Platform Yes 
Intercom Yes 
Mailchimp Yes 
Make No 
Nimble No 
Nutshell No 
Pipeline CRM No 
Salesflare No 
Streak No 
Zapier No 
Zoho Recruit No 
monday CRM 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

$5 per month
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Sellframe

Founded

2014

Country

United Kingdom

Website

addtocrm.com

Vendor Details

Company Name

Insycle

Founded

2016

Country

United States

Website

www.insycle.com

Product Features

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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Validity