Sync your contacts, meetings, and emails with Salesforce. Get daily summary about your accounts and contacts.
ContextSmith is an intelligent workspace for sales, account managers, and customer success managers. The platform that can be used as a standalone CRM or integrated with Salesforce. This Chrome plugin provides customer data at your fingertips, so you have the context you need for every email. Never drop the ball or get blindsided again.
* Sync everything with Salesforce, automatically *
Sync contacts, emails (both sent and received), and meetings automatically to the right Salesforce Account from your Gmail, Contacts, and Calendar. Never create a contact in Salesforce again. Never forward or bcc an email to Salesforce again. Spend less time entering data and more time selling.
* Collaborative team selling and upsell *
Every person’s inbox has pieces of knowledge about your prospects and customers. We stitch them together in a single timeline, so there is a single source of truth about your customers.
* Discover more contacts and opportunities *
We find new contacts from your sea of email threads with customers and track their engagement over time. They could be your contacts to help shorten sales cycle, upsell and build stronger relationships.
* Don't get blindsided by customer issues *
Collaboratively manage a customer by inviting teams to join ContextSmith. We're the all-in-one platform to manage sales and account management process to accelerate sales and account expansion.
* Manage your customers and prospects directly from Gmail *
Successful enterprise sales and account management is a multi-team effort, and ContextSmith helps you see what’s happening on every corner of the field. We use activities from emails, meetings, and Salesforce to provide more context and visibility to help close more deals and increase expansion opportunities.