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Browser extension for a CRM

The manager selects the contact on the page, presses one button, and a deal appears in the CRM with its fields, its source and a link. No second window, no carrying data across by hand.

Who this suits: Sales teams where enquiries arrive from anywhere while the CRM sits in the next tab, so deals are entered long after the conversation, or never.

What is in the first version

  • button on any page
  • parsed selection
  • duplicate check
  • source on every deal

The figures above are the package this sits on: Browser extension. Anything past its edges the calculator adds before the work starts, not after.

How the path goes

  1. 01

    The manager selects what is onscreen

    The extension breaks the selection into name, phone, email and amount, and shows what it understood.

  2. 02

    The deal assembles in the open

    Fields are edited before sending, the page address becomes the source, and the CRM is asked whether the contact exists.

  3. 03

    CRM data back onto the page

    The same fields are filled from the deal by template, so identical requests look identical whoever sends them.

What decides whether this works or annoys people

  • Duplicates appear faster than anyone cleans

    A lookup by phone and email before creation, rather than a duplicates report afterwards, separates a working CRM from a second dump.

  • Parsed does not mean correct

    The card is shown before sending and marks what the parser doubts: a quietly corrected phone is worse than an empty one.

  • The CRM key stays server side

    The extension goes through your own server, every manager acts under their own access, and a departing employee is switched off once.

What to measure once it is live

  • deals created from the extension
  • time from a first contact to a card
  • duplicates caught before creation
  • fields corrected by hand after parsing

Why this comes out faster

The shape of this one is known: the states, the edge cases and the things that usually go wrong have been decided before. Nothing here is a template, and the saving is not in your half of the work. It goes into your process, your content and the systems this has to talk to, which is the part nobody can have solved in advance.

A likely stack for this

Picked against the task when we scope it, not decided in advance. This is the shelf it usually comes off.

  • ExtensionTypeScriptReactChrome Manifest V3
  • Server and dataNode.jsPostgreSQLRedisDocker
  • Integrations and testsn8nPlaywrightGrafana
See the whole stack

Price it yourself, right here

Five steps, and you can see the number without leaving a contact. The estimate accounts for the kind of work, what you already have and what it will need inside.

Step 1 of 5
What needs building?

These bills do not come from us

  • the CRM plan that opens its API
  • the server the extension goes through
  • AI model calls when a model parses
  • mail delivery and telephony from the card

Asked before the first call

Will it work with our CRM?
If it has an API, yes, and that is the ordinary case for amoCRM, Bitrix and almost any cloud one. If not, the extension creates the deal through the same interface a manager uses.
Where does the data go?
Into your CRM and your server, nowhere else. We keep no copy and gather no statistics on what the pages contain, and the log of what left is yours from the first version.
How many sites will it support?
The parsing is shared and works on any page from a selection. A precise binding, where fields are picked up without selecting anything, is built per site and is a line in the estimate.
What it starts at
  • Buildfrom $1,900
  • Timeline2–4 weeks
  • Supportfrom $140/mo
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