Quickly archive each email you ever sent or receive.
Quickly search any Sugar record inside Gmail.
User Sugar templates in Gmail with mail merge.
Create and edit data in any field in Sugar from Gmail.
Instantly know who you’re talking with and the status of your customer relationship.
Synchronize your Gmail Contact with respective Sugar contact record automatically.
Yathit: Sugar for Gmail
The mobile is designed to use intuitively following your thought.
It is smart, for examples:
Log call: Place Calls from any view in just one click and log the calls into the CRM.
Mail merge: Use CRM email template to quickly send email with dynamic fields filled.
View record of any module and fields including custom modules and custom fields.
All records can be browsed, search and filtered with your condition. The filter can be saved, so that you can quickly review the records again and again.
The app works offline, so that all your data are available in most needed time.
Core crm features like creating, editing, relating between records are worked as you might expect.
Create or edit records with custom fields.
Link related: Create or remove related records.
Manage meeting attendee: Add or remove meeting attendee.
See where your contacts, leads, opportunities, and other records are with Yathit’s robust mapping feature. Easily accessible from the home page, the mapping feature helps you better understand your clients, and lets you map out routes so you can make multiple efficient stops in one trip.
You can also search for contacts near a location, to make the most of your out-of-office time.
Yathit automatically updates the time zone for mapped clients, so you always know when it’s safe to call or drop by their offices.