A pipeline you edit like a spreadsheet
Change stage, amount and close date right in the grid. Paste a column from a spreadsheet, update many deals at once, and undo with Ctrl+Z.
For Salesforce and Dynamics 365
Comparing pipeline tools? Here's CRM Assist, plainly.
If you're looking at tools like Scratchpad to make Salesforce faster, this page lists what CRM Assist does and costs, so you can compare it with what you have. Plans and features of other tools change, so check them on their own websites.
14-day free trial, no credit card · then US$9.90 per user per month
CRM Assist at a glance
| Works with | Salesforce and Dynamics 365 Sales |
|---|---|
| Price | US$9.90 per user per month, after a 14-day free trial, no credit card |
| Setup | A Chrome extension using the CRM login you already have. No admin install. |
| Pipeline | Spreadsheet-style grid and board, inline edits, paste a column, bulk updates, undo |
| AI assistant | Meera is built in. You approve every change. You can also connect your own Claude or ChatGPT. |
| Phone | Update deals and scan business cards, even without signal; you check and save them from your computer |
| Managers | Forecast calls, quotas, what changed this week, win/loss |
What you get
Today: what needs you
Tasks, meetings, deals closing this week and deals that need attention on one screen, with a search that finds any deal, account or contact as you type.
Meera, the built-in AI assistant
Type what changed in plain words. Meera proposes the update and nothing is saved until you approve it.
A forecast that stays current
Forecast calls, quotas, what changed this week and win/loss for reps and managers.
On your phone: update deals and scan business cards, even without signal. Next time CRM Assist is open on your computer, you check the updates and save them to your CRM.
Built so your CRM stays yours
- Your CRM login stays in your browser. It is never sent to CRM Assist's servers.
- The extension only allows a fixed list of CRM requests, and it never deletes records.
- You see and change only what your own CRM user is allowed to.
- Remove access any time from the extension's toolbar button.
Details, including what is stored and for how long, are on the Security page.
Questions
Who is CRM Assist for?
Sales reps and sales managers who live in Salesforce or Dynamics 365 and want to spend less time updating them.
Do I need my company to buy it?
No. Each rep can start a free trial and pay for their own seat. Teams can add seats later.
How much does it cost?
A 14-day free trial with no credit card, then US$9.90 per user per month. Cancel any time.
Get your Friday back.
14-day free trial, no credit card. Then US$9.90 per user per month. Cancel any time.