A set of features that turn your most common actions into a single click or keystroke.
Save frequently used filter combinations by name and restore them with one click. Shown as removable chips.
Type a keyword to launch any action or analysis panel instantly — 20+ commands included.
A report view summarizing a week's worth of activity and win status in one place.
On the first launch each day, one screen shows follow-ups coming due, changes since last time, Today's Top 3 (all deals and your own), attainment outlook and sudden-change alerts.
A display mode optimized for deal reviews and weekly team meetings.
Open the panel in a new tab at full screen for more room to work.
Review your own open Tasks sorted by due date without leaving the extension. Mark complete or snooze 3 days on the spot.
Log the same Task across selected opportunities, or turn a meeting record into activities and ToDos via AI and bulk-log them.
See your own Tasks/Events in a monthly calendar — the whole day's plan at a glance.
Combines today's due Tasks with your top-priority deals in a single screen — the only tab you need each morning.
Outputs the key points of a single deal in a print/PDF-ready layout — ready to hand to a manager on the spot.
Save subject/description templates, dictate by voice, chain straight into logging the next action, and download an .ics file.
Search accounts, opportunities, and owners all at once, from anywhere in the panel.
Log a memo on whichever deal your cursor is over, without opening the full memo editor.
Move and select rows in the opportunity list using only the keyboard.
A dedicated view of your pinned deals — built on the same ★ pin feature you already use.
An onboarding tour that walks through the extension's key features — handy for bringing a new teammate up to speed.
Save filter conditions together with column layout and sort order, under a name, and switch between them freely.
Including the privacy-first design behind every export.