CBX: Enabling Agents to manage their Sales Pipeline through Gmail
CBX: Manage sales without leaving your inbox.. 
CBX: Manage sales without leaving your inbox.. 

What exactly is CBX?

Your Gmail Side-Kick that SuperCHARGES the Following CRMs:

Add New Leads

Create new LEADS without logging into your CRM. Receive an email from prospect not in your CRM and we'll automatically prompt you to add them with one simple click. Manage your contacts by scheduling follow-up calls, adding tasks, record notes, update lead stages, assign tags and quickly convert your prospects in closed sales.

Edit Existing Leads

Any changes made within the CBX interface are updated real-time in your CRM. For example, editing lead contact information, adding notes and adding #tags.

Eliminate Double Data Entry to more easily implement best-practices for lead and prospect management. 

Lead Follow-Up

When utilizing CBX your CRM will be integrated with your e-mail. Ensuring no lead is left behind. Create tasks and assign to your agents for efficient lead follow-up. Quickly record notes to the lead record in your CRM. With one click Add To-Do Activities or #TAGS without ever logging into your CRM.

Bring your CRM into your Gmail Inbox so you can manage your sales in one place for only $10/month per user.

Add New Leads

Create new LEADS without logging into your CRM. Receive an email from prospect not in your CRM and we'll automatically prompt you to add them with one simple click. Manage your contacts by scheduling follow-up calls, adding tasks, record notes, update lead stages, assign tags and quickly convert your prospects in closed sales.

Edit Existing Leads

Any changes made within the CBX interface are updated real-time in your CRM. For example, editing lead contact information, adding notes and adding #tags.

Eliminate Double Data Entry to more easily implement best-practices for lead and prospect management. 

Lead Follow-Up

When utilizing CBX your CRM will be integrated with your e-mail. Ensuring no lead is left behind. Create tasks and assign to your agents for efficient lead follow-up. Quickly record notes to the lead record in your CRM. With one click Add To-Do Activities or #TAGS without ever logging into your CRM.
Bring your CRM into your Gmail Inbox so you can manage your sales in one place for only $10/month per user.
CBX gives you the tools you need in One Convenient Spot!
Yes, CBX gives you the tools you need to manage your sales pipeline.

Simple Gmail Interface with Client Record directly from CRM

Auto-Populates Prospects from your CRM

Add New Leads with a click of your mouse

Everything organized in one simple dashboard

Bring your CRM into your Gmail Inbox so you can manage your sales in one place.

Monthly
$
10
user/month*
  • Standard features to help you save a few extra hours every week.
CBX gives you the tools you need in One Convenient Spot!
Yes, CBX gives you the tools you need to manage your sales pipeline.

Simple Gmail Interface with Client Record directly from CRM

Auto-Populates Prospects from your CRM

Add New Leads with a click of your mouse

Everything organized in one simple dashboard

Monthly
$
10
user/month*
  • Standard features to help you save a few extra hours every week.
Not sure how CBX can increase your productivity and improve lead conversion?
Tell us what role you own, and we'll show you how to maximize the power of your CRM using lead follow-up best practices!

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FOR FREE

CBX Features:

  • Simple Gmail Interface with Client Records directly from CRM
  • Auto-Populates Prospects from your CRM
  • ​Add New Leads with a click of your mouse
  • ​Edit Existing Leads
  • Add Tags, Change Stages, add notes, save email communication and more!
  • ​​Everything organized in one simple dashboard
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