Product

Everything you need to gift
smarter from any CRM

Powerful gifting tools that work inside your CRM. Chrome extension for HubSpot, Pipedrive, and more. Native Salesforce package available.

The hero component that lives on every record page

One-Click Gift Sender

Embedded directly on Contact, Lead, Opportunity, and Account record pages. Browse the catalog, pick a card, write a message, and send — all without leaving your CRM. Average time to send: 30 seconds.

  • Works in any CRM via Chrome extension
  • 2,000+ reward options via Tremendous
  • Personalized digital cards
  • Smart message templates

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Context-aware gift suggestions that actually make sense

AI-Powered Recommendations

Our recommender analyzes deal value, recipient industry, relationship stage, and past gifting patterns to suggest three perfect gifts. No more analysis paralysis scrolling through thousands of products.

  • Deal-size-aware pricing
  • Industry-specific categories
  • Occasion-based suggestions
  • Learning from team patterns

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Set it and forget it — gifts that send themselves

Flow Builder Automation

Trigger gifts automatically on closed-won deals, customer birthdays, renewal milestones, or any custom event. Works with Salesforce Flows, HubSpot Workflows, and more. Budget checks happen automatically.

  • SendGift invocable action
  • CheckBudget validation
  • GetRecommendation for AI picks
  • Scheduled birthday/anniversary sends

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Every status update flows back into your CRM

Real-Time Gift Tracking

Tremendous webhooks push order events through our middleware and back into your CRM. Reward created, approved, delivered — it all shows up on the activity timeline automatically.

  • Activity timeline integration
  • Platform Event architecture
  • Delivery status badges
  • Recipient thank-you notes

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Spend visibility without the spreadsheet

Budget Controls & Analytics

Set monthly limits per user, per team, or per campaign. Real-time dashboards show spend, delivery rates, and gifting ROI. Export data for leadership reviews or expense reporting.

  • Per-user spending limits
  • Team-level budgets
  • Campaign-level tracking
  • ROI attribution dashboards

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Bulk gifting without bulk complexity

Campaign Builder

Upload a CSV or build a recipient list with SOQL queries. Select a gift template, schedule delivery, and let CRMGift handle the rest. Perfect for holiday campaigns, event follow-ups, or customer appreciation programs.

  • CSV upload or SOQL lists
  • Saved gift templates
  • Scheduled delivery
  • Campaign-level analytics

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Ready to start gifting?

Install the CRMGift Chrome extension for free and send your first gift in under 30 seconds.

Get Started Free →