Pricing:

There is a Free version and a Pro version of the CBX Gmail Extension. The Pro version is $10 per user per month.


Features by Plan Type:

*Available where supported by APIs of the connected application.

Contact:

FEATURE

FREE

PRO

Create Contact

✔️

✔️

Update Contact

✔️

✔️ *

Search Contact by Email

✔️

✔️ *

Search Contact by Name

✔️

✔️ *

Open in CRM

✔️


Status:

FEATURE

FREE

PRO

View Contact Status

✔️

✔️

Update Contact Status

✔️

✔️


Lead Source:

FEATURE

FREE

PRO

View Contact Lead Source

✔️

✔️


Assignment:

FEATURE

FREE

PRO

Get Assignment

✔️

✔️

Add Assignment

✔️ *

Change Assignment

✔️ *


Notes:

FEATURE

FREE

PRO

Create Note

✔️

✔️

Log Email

✔️


Tasks:

FEATURE

FREE

PRO

View Open Tasks

✔️

Complete Task

✔️

Create Task

✔️ *

Update Task

✔️ *

Reassign Task

✔️ *


Call Log:

FEATURE

FREE

PRO

View Call Logs

✔️ *

Create Call Log

✔️ *


Tag:

FEATURE

FREE

PRO

View Org/Account Tags

✔️ *

Add Contact Tags

✔️

Remove Contact Tags

✔️


Action Plans:

FEATURE

FREE

PRO

View Plans and Days to Next Step

✔️ *

Add Contact to Plan(s)

✔️ *

Pause Plan

✔️ *

Remove Contact from Plan

✔️ *


Deals:

FEATURE

FREE

PRO

View Deal on Contact

✔️ *

Add Deal to Contact

✔️ *

Update Deal

✔️ *


Setup: CBX

Using the Gmail Extension


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