What you can do
Call any number on any page
Click a phone link, right-click a selected number, or type one into the panel.
Work from Salesforce and HubSpot
Call, Email and Sequence buttons appear right on the contact record.
Log every call
Pick a disposition and add notes. Calls placed from a CRM record are filed against that record.
Work your LinkedIn inbox
Read and reply to LinkedIn messages in the same panel, with keyboard shortcuts.
How it works
1
Install the extension and sign in
Add Salesfinity from the Chrome Web Store, then sign in to Salesfinity in a normal tab.
The panel picks up your session on its own. Install it now.
2
Open the panel
Click the Salesfinity icon in the Chrome toolbar, or press Alt+Shift+D (Option+Shift+D on a Mac).
The panel opens on the right side of the window.
3
Call
On a CRM record, the panel shows that person and their numbers. On any other page, it shows
Call anyone: a single box for a name, an email or a phone number.
4
Log it
When the call ends, pick a Disposition, add Notes if you like, and click Save call.
Who can use it
Anyone with a Salesfinity account can use Salesfinity Anywhere. The extension adds no plan limits of its own. It uses your Salesfinity caller IDs, so you need at least one number assigned to you.Email and Sequence use the Salesfinity Sequencer, which is in early access
. If your team does not have it yet, calling and call logging still work.
What it does not do
- It does not run parallel dialing. The panel dials one number at a time. Use the Salesfinity web app for parallel sessions.
- It does not change your caller ID rules. Calls go out from the Salesfinity numbers assigned to you.
- It does not read the pages you visit. On sites other than your CRM and LinkedIn, it only reacts when you click a phone link or right-click a number.
Next steps
Install Salesfinity Anywhere
Add the extension, sign in and allow your microphone once.
Work from Salesforce and HubSpot
Call, email and sequence from the contact record you already have open.
Call any number on any page
Turn every phone number on the web into a one-click call.
Fix common problems
Missing buttons, a blocked microphone, or a panel that says sign in.