Managing contact information within any company is a challenge, but we've made the task easier for those of you who rely on Gmail. Yathit InboxCRM joins the power of Gmail and SugarCRM into one seamless experience, safeguarding your important contact information and bringing it out exactly when you need it.
Instead of copying and pasting text from one browser tab into another, InboxCRM lets you create new contacts and leads with just one click, automatically capturing information directly from the message. Creating new contacts couldn't be easier.
With quick access to all of your important contact information inside Gmail, you'll always be ready for any customer meeting, phone call or email.
Quickly create or edit SugarCRM record inside Gmail. Supported record types include Lead, Contact and Account. All editable fields are supported. Use menu to display or hide specific fields. After a record is created, a link is provided to view back on SugarCRM web site.
Quickly view activity feed, upcoming appointments, calls, tasks and cases.
Use all SugarCRM email templates directly inside Gmail compose panel.
Dynamic fields, such as, contact name, address are automatically applied from the database.
The sidebar gives you fast and easy access to all the data in SugarCRM. No more switching back and forth. Search quickly all kinds of SugarCRM record inside Gmail. The full text search include name, emails, phone number, title, record id and description.
Directly archive Gmail message to SugarCRM. You can also upload gmail attachment to SugarCRM document module in one click. If already archive or uploaded, a link is provided to view in SugarCRM portal.
In additional to displaying contact information in your CRM, Yathit InboxCRM also provides publicly available or your social media information. You can view brief bio information on the network, photo, a link to public profile page, status updates or activity feed, etc.