Overview of Our Client

Our client had developed a reachability engine that estimated whether a contact was available, out of office, or likely to answer a call. However, the service existed primarily as a backend capability, without a convenient way for sales representatives to access its insights during their daily work.

Sales teams spent much of their time in CRM systems and on LinkedIn. Switching to a separate dashboard or manually transferring contact information would interrupt their workflows and make the reachability data less useful.

SCAND was engaged for browser extension development: to turn the existing backend into a CRM Chrome extension (also made available for Microsoft Edge) that displayed contact availability directly on supported websites, provided timely alerts, and enabled quick access to prospect phone numbers.

  • Platforms: Google Chrome and Microsoft Edge
  • Industry: Sales Technology / SaaS
  • Timeline: 4 weeks from kickoff to publication in both stores

Challenge

The main challenge was to integrate the client's existing reachability engine into third-party websites without disrupting their interfaces or the sales representatives' established workflows. The extension needed to identify a contact on the page the user opened, retrieve reachability data through the client's API, and display relevant insights in the right place.

Given these requirements, the key technical challenges were:

  • Identifying contacts on HubSpot, Salesforce, and LinkedIn pages, which had different and frequently changing structures
  • Adding availability indicators to these interfaces without breaking their layout or slowing them down
  • Meeting Chrome Manifest V3 requirements and preparing the extension for browser store publication
  • Handling personal data in line with GDPR requirements
  • Delivering a working product for early customer demonstrations within approximately one month

Main Goals

To turn the existing reachability backend into a practical sales productivity tool, we defined the following project goals:

  • Build a browser extension compatible with Google Chrome and Microsoft Edge
  • Integrate reachability information directly into HubSpot, Salesforce, and LinkedIn
  • Display contact availability, out-of-office status, and recommended calling windows
  • Notify users when saved prospects became reachable
  • Provide a dedicated panel listing contacts available for immediate calls
  • Enable phone number lookup using a name, email address, or LinkedIn profile
  • Implement OAuth 2.0 authentication and automatic token refresh
  • Support configurable working hours and notification preferences
  • Provide English and German localization
  • Establish a modular architecture for adding more CRM and sales platforms

Solution

The completed solution was a production-ready Chrome CRM extension, also published for Microsoft Edge, that made the client's reachability intelligence available directly within existing sales workflows.

Instead of requiring representatives to open a separate dashboard before calling a prospect, the extension displayed availability badges and suggested calling times in the prospect's local time zone on supported CRM and LinkedIn pages. Saved-contact monitoring and desktop notifications helped representatives identify suitable calling opportunities as contact availability changed.

A modular site-adapter architecture separated platform-specific contact detection and badge placement from shared functionality: API communication, authentication, saved contacts, notifications, and user preferences. By separating site-specific integrations from shared functionality, the client could extend platform coverage without rebuilding the core application.

Core Application Capabilities

  • In-CRM Availability Badges: Displayed green, amber, or red contact status indicators on HubSpot, Salesforce, and LinkedIn, along with recommended calling windows and local time information.
  • Out-of-Office Detection: Displayed when a prospect was away and when they were expected to return, helping representatives avoid unproductive calls.
  • Saved Prospects and Real-Time Alerts: Allowed representatives to favorite contacts and receive desktop notifications when a saved prospect became reachable.
  • Reachable Now Panel: Provided a sortable shortlist of saved contacts who were available for immediate calls through the browser toolbar.
  • Contact Lookup: Retrieved phone numbers using a contact's name, email address, or LinkedIn profile URL and provided click-to-call functionality.
  • Secure Authentication: Integrated OAuth 2.0 sign-in through the client's identity provider, with token storage and automatic refresh.
  • User Preferences: Supported configurable working hours and notification settings.
  • English and German Localization: Provided a localized interface for users working in either language.
  • Modular Site Adapters: Isolated contact detection and badge placement for each supported website, simplifying future CRM integrations.
  • Cross-Browser Distribution: Supported Google Chrome and Microsoft Edge through a shared codebase built for Manifest V3, following our Chrome extension development practices.

Screenshots

Contact card in a CRM with a prospect availability badge and best time to call
CRM contact list with availability status and a reachable-now panel

User Workflow

  • Open a Contact Page: The representative opened a contact record in HubSpot or Salesforce, or a prospect profile on LinkedIn, and the site adapter identified the contact.
  • Retrieve Reachability Status: The extension requested the corresponding information from the client's API.
  • Display Availability: A colored badge appeared beside the contact's name, with a suggested calling window and local time information.
  • Save and Monitor a Prospect: The representative added a contact to favorites, and a background worker periodically checked it for reachability changes.
  • Receive a Notification: When a saved prospect became reachable, the extension displayed a desktop notification.
  • Review and Call: The representative opened the toolbar panel to view contacts available for immediate calls or looked up a phone number by name, email, or LinkedIn profile URL to start a call.

Technology Stack

To integrate the client's reachability engine with CRM platforms and deliver a secure, cross-browser extension, we used the following technical components:

Platforms

  • Google Chrome
  • Microsoft Edge

Extension Architecture

  • Manifest V3
  • Browser extension APIs
  • Extension service worker

Frontend

  • JavaScript
  • HTML
  • CSS

Website Integration

  • Site-specific adapters
  • On-page contact detection
  • Dynamic badge injection

CRM Integrations

  • HubSpot
  • Salesforce

Professional Network Integration

  • LinkedIn

Backend Integration

  • Client reachability API
  • Contact lookup API

Authentication

  • OAuth 2.0
  • Identity provider integration
  • Token storage
  • Automatic token refresh

Notifications

  • Browser desktop notifications
  • Background reachability checks

User Interface

  • In-page availability badges
  • Toolbar popup
  • Sortable reachable-contact panel
  • Settings interface

Localization

  • English
  • German

Privacy and Compliance

  • The extension stores only saved contact IDs and user settings locally
  • Contact data is requested from the client's API on demand

Distribution

  • Chrome Web Store
  • Microsoft Edge Add-ons

Results

The project transformed the client's backend-only reachability service into a production-ready CRM browser extension that brought prospect availability insights directly into sales representatives' daily workflows.

The extension was delivered in approximately four weeks, with a working build demonstrated to early customers at the end of each week. A single codebase supported both Chrome and Edge, while the modular integration architecture established a foundation for expanding platform coverage.

The main results included:

  • 120 development hours to deliver the extension
  • 4 weeks from kickoff to publication in both stores
  • Two browser stores: Chrome Web Store and Microsoft Edge Add-ons
  • Three supported platforms at launch: HubSpot, Salesforce, and LinkedIn
  • Weekly customer demonstrations throughout development
  • Extensible integration architecture prepared for potential support of Pipedrive, Microsoft Dynamics, Close, and other platforms

Core Team

  • Frontend / Browser Extension Developer: Implemented the Manifest V3 architecture, website adapters, in-page availability badges, toolbar interface, and user settings
  • Backend Integration Developer: Integrated the client's reachability and contact lookup APIs and implemented authentication flows
  • QA Engineer: Verified contact detection, reachability display, notification behavior, authentication, and cross-browser functionality
  • Project Manager: Coordinated development, prioritized features, and organized weekly demonstrations for early customers

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