Witstally CRM for Gmail: Seamless Email-to-Ledger & Deal Automation

Discover the official Witstally Chrome Extension for Gmail: 1-click lead capture, email-to-deal matching, instant counterparty lookup, and automatic ledger entry sync.

We are thrilled to announce the official release of the Witstally CRM for Gmail Chrome Extension! Now available on the Google Chrome Web Store, this powerful extension turns your Gmail inbox into a fully integrated CRM and accounting control center.

📧 1. Instant Email-to-Counterparty Lookup

Never lose track of who you are emailing. As soon as you open an email thread in Gmail, the Witstally side panel automatically searches your counterparty database:

Sender Matching: Instantly surfaces client details, legal registration codes (EDRPOU/IPN), open deals, and payment balances.
New Contact Detection: If the sender isn’t in your system yet, create a new Counterparty or Lead with a single click right from Gmail.

🎯 2. One-Click Deal Creation from Inbox

Transform email inquiries into active pipeline deals without switching browser tabs:

Auto-Extracted Metadata: Subject lines become deal titles, and email body content is automatically attached to the deal timeline.
Multi-Tenant Assignment: Assign the newly created deal to any of your legal entities or workspaces immediately.
Stage Selection: Choose the initial pipeline stage (e.g., New Lead, Qualification, Quote Sent).

🧾 3. Send Invoices & Acts Directly from Gmail

Speed up your billing workflow by generating legally compliant invoices directly from the sidebar:

Select your target company workspace.
Add line items, quantities, and applicable VAT/tax rates.
Generate a pre-filled PDF invoice link or attachment and insert it into your email reply seamlessly.

⚡ 4. Real-Time Timeline & Interaction Sync

Every email received or sent through Gmail synced with the extension is logged automatically in your Witstally CRM deal audit trail:

Full Thread Audit: Managers and team members can inspect full email interaction timelines inside the Witstally CRM board.
Internal Mentions & Notes: Add internal team notes directly from the extension to collaborate on complex B2B deals.

🚀 Get Started Today

Install the extension directly from the Chrome Web Store and connect your Witstally account in under 60 seconds!