Complete Feature List
A complete breakdown of every capability across both products. If your CRM supports it, SideBlend can do it from your browser sidebar.
Full read and write access to your CRM from the sidebar
Find any contact by name, email, company, phone, or any CRM property using natural language
Search accounts by name, domain, industry, revenue range, or employee count
Create, update, and query deals or opportunities including stage, amount, and close date
Create new contacts, companies, deals, or accounts by describing them in plain English
View, create, and update support tickets or cases from any browser tab
Log calls, meetings, notes, and tasks against records without opening your CRM
Ask for pipeline totals, deal counts, close-date summaries, and stage breakdowns
Read and write custom fields and properties defined in your CRM portal or org
Retrieve available pipelines and stages so the AI uses your exact internal naming
Multi-model support with your own API keys
All Claude model tiers supported including extended thinking mode on Sonnet and Opus
Full OpenAI model support via your own API key at direct OpenAI pricing
Google Gemini models including live model discovery to always use the latest available
Switch AI models mid-conversation without losing context or restarting the session
Enable deep chain-of-thought reasoning for complex multi-step CRM operations
AI executes multi-step CRM actions autonomously — search, then create, then log — in one request
Sessions saved locally; resume any previous conversation and review past AI actions
Connect your own provider key and pay providers directly. No per-message SideBlend charges
Compose, send, and schedule directly from the sidebar
Create Gmail drafts pre-filled with CRM contact data and AI-generated body copy
Send emails immediately without opening Gmail; full CC/BCC support
AI uses contact name, company, deal stage, and last activity to write personalized emails
Ask the AI to search your inbox for emails from a contact or about a specific subject
Ask about upcoming meetings, availability, and scheduled events in plain language
Search and use Google Contacts alongside CRM contacts for email autocomplete
Full in-extension email composer with formatting, attachments, CC/BCC, emoji, and AI styling
Architected so your sensitive data never leaves your browser
All API keys, OAuth tokens, and session data are stored exclusively in chrome.storage.local. They are never transmitted to SideBlend servers.
All communication between your browser and HubSpot, Salesforce, and AI providers uses HTTPS/TLS. We enforce HTTPS on all our own endpoints.
Your AI chat messages go directly from your browser to your chosen AI provider using your key. SideBlend does not see, relay, or log your chat content.
We collect only what is necessary to manage your subscription: email, trial dates, and subscription status. Full details in our Privacy Policy.
We comply with the North Carolina Identity Theft Protection Act (N.C.G.S. § 75-60) including breach notification within 30 days and secure data disposal.
We do not sell, rent, or trade your personal information to any third party. We do not use your data for advertising or behavioral profiling.
What you need to run SideBlend
Browser
Google Chrome (any version supporting Manifest V3)
Chrome sidebar panel required. Edge and Brave via Chrome Web Store are experimental.
CRM Account
Any HubSpot or Salesforce account
Works with HubSpot Free CRM, Starter, Pro, and Enterprise. Salesforce any edition with API access.
AI Provider
At least one of: Anthropic, OpenAI, or Google AI
You supply your own API key. Free tiers available from Google (Gemini). No SideBlend AI cost beyond subscription.
Operating System
Windows, macOS, Linux, ChromeOS
Any desktop OS that runs Google Chrome. Mobile Chrome is not supported (sidebar panel not available on mobile).