CRM Quick Access

**Stop losing ten minutes to a thirty-second task.** A text needs a one line reply. A deal needs nudging to the next stage. A task is done and needs ticking off. Each is fifteen seconds of real work, wrapped in loading the platform, finding the record, and losing your place in whatever you were doing. CRM Quick Access puts all of it in a side panel that opens beside the tab you are already on. WHAT YOU CAN DO • Tasks. Everything open, sorted by what is due soonest, with overdue work flagged in red. Complete a task in one click, or reschedule it. • Opportunities. Search across your pipelines and move a deal to its next stage from a dropdown, without opening a board. • Contacts. Search by name, email or phone as you type. See the essentials and add a note while it is still fresh. • Messages. Find a conversation, read the whole thread, and reply by text or email from the same place. • Create in one tap. The + button adds a task, contact, opportunity or message from whichever tab you are on. • Your next appointment. A bar along the bottom counts down to your next appointment, with a one-click link when the meeting is online. NEW: RUN YOUR DAY FROM IT • A work queue for your pipeline. Every opportunity shows its next task, flagged overdue or due today. Filter to what needs doing and sort by the next task due, so you always know who to contact first. • Quick tasks. Buttons like "Follow up in 2 hours" or "Call tomorrow morning" on every opportunity and contact create the task instantly, with the title, due time and owner filled in. Make your own. • Task reminders. Get reminded 1 to 30 minutes (or any custom time) before a task is due, as a pop-up in the panel or a Chrome notification that stays until you complete or snooze it. WORK ACROSS CLIENTS Connect every sub-account you manage and switch between them from a dropdown at the top of the panel. Change client, and your tasks, pipelines, contacts, messages and appointments change with it. No signing in again. BUILT TO STAY OUT OF YOUR WAY • Side panel or popup, your choice, and it remembers. • Nothing runs in the background unless you ask it to. It fetches only when you open it, which also keeps it well clear of API rate limits. The exception is optional: turn on Chrome notification reminders and it checks your tasks every 5 minutes. • Your records are never stored. Contacts, tasks and messages are read live and shown to you. None of it is copied to our servers. • It cannot read the pages you visit. The extension has no access to any website you browse. It talks only to the CRM API you authorise it to use. • Connect through the standard secure sign-in flow. It only ever has the access your own login already has, limited to the sub-accounts you choose, and you can disconnect at any time. PRICING 7 days free, no card required. After that: • Solo: $9 per month for one sub-account • Business Group (Up to 10): $49 per month for up to 10 sub-accounts • Business Unlimited: $149 per month for every sub-account you manage Every plan covers unlimited users. Pricing is per sub-account, never per person. REQUIREMENTS A GoHighLevel (LeadConnector) account. The extension works with sub-accounts you already have access to. GETTING STARTED https://canitbeautomated.com/chrome-extension-for-lead-connector-getting-started/ SUPPORT chromesupport@canitbeautomated.com Not affiliated with or endorsed by HighLevel.