The ClientPoint Relationship Sidebar Google Chrome extension is a powerful tool for building business connections quickly and efficiently. By integrating with websites and social media platforms, the Relationship Sidebar allows you to identify and connect with prospects, clients, or partners, sending out invites with just a few clicks—no more manual entry or tedious tracking.
Why the Relationship Sidebar Is a Game-Changer
With the Relationship Sidebar, you can instantly access and connect with contacts from platforms like LinkedIn, CRMs, and other websites, gathering details like email addresses for easy outreach. This feature simplifies relationship-building by allowing you to capture contact information and initiate a 1:1 business relationship through an email invitation, all within your browser.
Steps to Use the Relationship Sidebar:
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Download the Extension
Head to the Google Chrome Webstore, search for ClientPoint Relationship Sidebar, and download the extension to your browser.
- Add to Chrome
Here are the steps on how you can use the Relationship sidebar to connect with people from any website.
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Navigate to Your Preferred Platform
Go to any website or social media platform where your contact’s details are available (LinkedIn, other sites with contact information. - Over your CRM If your CRM is web based, use the extension direction from the contact area in your CRM.
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Access Contact Information
Locate the contact area on the page where details like email addresses are displayed. -
Use the ClientPoint Widget
Click on the ClientPoint widget in your browser.
- The sidebar will prompt you to connect with the individual, and with a simple click, an invitation email will be sent, inviting them to join you on ClientPoint to begin a direct, one-on-one relationship.
Have any questions? Please contact us at support@clientpoint.net