Do common SugarCRM tasks
inside your Gmail.

Secure

We design a pure client side app that works directly on your browser and server. Your data will never leave your hands, privacy is ensured.

Fast

Even if your server is slow, you will still get 20 ms response time in most cases. Browser database is our bread and butter.

Customizable

Configured the way you want by script or by a point and click user interface. All of your custom modules and fields are supported.

(Just a few) Features

A sampling of what Yathit offers.

CREATE/EDIT RECORDS

Create and edit data in any field in Sugar from Gmail.

ARCHIVE EMAIL

Quickly archive each email you ever sent or receive.

SEARCH

Quickly search any Sugar record inside Gmail.

TRACK EMAIL

Know when your customer have opened your email.

EMAIL TEMPLATE

User Sugar templates in Gmail with mail merge.

SOCIAL INSIGHT

Automatically enrich your leads, contacts, and accounts with fresh, up-to-date intel.

SYNC CONTACT

Synchronize your Gmail Calendar events with respective Sugar records automatically.

SYNC CALENDAR

Synchronize your Gmail Contact with respective Sugar contact record automatically.

CONTEXUAL INFO

Instantly know who you’re talking with and the status of your customer relationship.

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Archive Emails to SugarCRM

Automatically archive both incoming and outbound emails to contact and account records. Or specify exactly how you want each email to relate in SugarCRM, even to custom fields and records.

Include attachment with archived email or upload separately to Document record.

Solve your CRM adoption crisis by automatically tracking and displaying which emails you've logged to SugarCRM with Yathit InboxCRM.

Use SugarCRM template in Gmail

Access your SugarCRM templates, merge applicable fields, edit where necessary, and send a customized email right from your ‘compose’ window. Access SugarCRM email templates where you need them most: the inbox! Click the Templates button whilst composing an email to access your SugarCRM templates.

Save 5 hours per week with an instant ROI


5 Hrs

Average Time
Saved Each Week


10%

Average Increment
in Productivity


17 Days

Average Time
to get ROI

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Create or edit SugarCRM records

Quickly create or edit SugarCRM record inside Gmail. All editable fields are supported. The following Modules are available out-of-the box and other can be configured.

  • Ac Accounts
  • Cs Cases
  • Ca Calls
  • Co Contacts
  • Le Leads
  • Me Meetings
  • No Notes
  • Op Opportunities
  • Ta Tasks

Auto-View Contextual SugarCRM Info

Instantly know who you are talking to and the status of your customer relationship. As you open an email, you will immediately see a snapshot summary of the sender's records in SugarCRM, including a summary of open and closed Opportunities and Cases, upcoming and past activities, and much more. You’ll also see valuable contact information like their location, phone number and social media update. Use this information to craft your emails with full knowledge of the customer, and avoid having to look them up in SugarCRM.

As rated on Chrome App Store

Yathit: SugarCRM for Gmail

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Track email

Track any (or all) emails you’ve sent. That means you can receive notifications when an email is opened, replied to, or when links inside your emails are clicked. All that data is accessible from the side panel.

Tracking emails lets you see how your customers and prospective clients/customers are responding to your messages, providing valuable insights into what works and what doesn’t. See when, where, and on what device your emails are being read and what the level of engagement is. Test which emails see better conversions, make necessary adjustments, and see your productivity skyrocket!

Empower with social information

In addition to displaying contact information in your CRM, Yathit Chrome Extension also provide publicly available or your social media information. You can view brief bio information on the network, photo, a link to the user’s public profile page, status updates or activity feed, etc.

Gorąco polecam Yathit InboxCRM

I highly recommend Yathit InboxCRM


Szymon Wysokiński

CEO - SQS Polska

Korzystamy z Yathit do obsługi korespondencji mailowej ponad rok. Dzięki temu rozszerzeniu śledzenie przebiegu korespondencji z klientami w naszym CRM-ie stało się banalnie proste. Każdy kto wykorzystuje SugarCRM lub SuiteCRM jest świadom poważnych ograniczeń, jakie posiada moduł Poczta - zaczynając od bardzo słabego wyszukiwania na mało elastycznym interfejsie kończąc.Dzięki Yathit, Gmail i CRM stają się nierozerwalnie powiązane, a praca z korespondencją w Sugar stała się przyjemnością.

Gdy rozpoczęliśmy testowanie Yathit, rozszerzenie było funkcjonalne, jednak liczba opcji i funkcjonalności, z których można korzystać dzisiaj jest nieporównywalnie większa. Tydzień po tygodniu obserwujemy zachodzące zmiany i nie będę ukrywał, że ich zakres bywa oszałamiający. Co więcej, współpraca z deweloperem jest wzorowym przykładem tego, w jaki sposób potrzeby biznesowe należy przekładać na język kodu. Wszystkie nasze sugestie odnośnie zmian i nowych funkcjonalności zostały wzięte pod uwagę i wdrożone lub dodane do mapy drogowej.

Chciałbym polecić wszystkim korzystającym z Gmaila i Sugar/Suite CRM to rozwiązanie. W naszym przypadku, gdy CRM zintegrowany jest z centralą telefoniczną, konta kontrahentów zawierają kompletną informację na temat całej komunikacji naszych pracowników z klientem.

Ponadto polecam Yathit ze względu na nieprawdopodbną responsywność dewelopera - informacja zwrotna od nas zawsze była wykorzystywana przez zespół deweloperski do tego, żeby ułatwiać naszą pracę z klientami. Dodam, że dla naszej wygody wprowadzona została polska wersja interfejsu użytkownika, co dodatkowo ułatwia nam pracę.

Showing original. Translation to English.

We use Yathit to handle email correspondence in our company for over a year. With this extension, the tracking of correspondence with customers in our CRM has become very easy. Anyone who uses SugarCRM or SuiteCRM is aware of the serious limitations, which Mail module has - search engine is rather poor and the interface is not flexible. With Yathit, Gmail and CRM have become inextricably linked, and working with the correspondence in the Sugar became a pleasure.

When we started testing Yathit, the extension was functional, but the number of features and functionalities that you can use today is incomparably greater. Week after week we observe the changes taking place and I will not conceal the fact that their scope is sometimes stunning. Moreover, cooperation with the developer is a model example of how to translate business needs into code. All our suggestions for changes and new functionalities have been taken into consideration and implemented, or added to the road map.

I recommend this extension to all Gmail and Sugar / Suite CRM users. In our case, when the CRM is integrated with the PBX, the account records include complete information on all communication between our employees and the customers.

I also recommend Yathit due to incredible responsiveness of the developer - feedback from us has always been used by development team to make our work with customers easier . Also for our convenience there has been introduced the Polish version of the user interface, which further facilitates our work.

Showing translated version. Show original.
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Sync Contacts and Calendar

Automatically keep track of who you’ve met with and when. All of your events are synced between SugarCRM and your Google calendar, so you only have to keep track of one calendar. We also relate events to attendees' records in SugarCRM. Not only do you have a record of your meetings, but they are related to the people you've invited to them as well.

You can sync with either a personal or custom calendar.

Contact sync also support personal and custom Gmail contact group.

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