Work with Gmail Mobile App or Gmail Web App.
Base on sender or recipient emails, find on your CRM and show record detail inside Gmail app.
Save email to your CRM with one click. Attachments can be uploaded separately or saved along with the archived email record.
Select a email template from your CRM, your email draft will be filled with dynamic fields filled with relevant information.
Quickly update CRM records inside Gmail mobile app with a few taps.
No. Server-side installation is not required since we use REST API.
We support all versions and edition of SuiteCRM or SugarCRM. Any variance of open source Sugar CE versions will work as long as your server support REST API.
Yes. Yathit mobile app recognized LDAP authentication automatically and will use LDAP SSO authentication.