Yathit Chrome Extension is a secure delightful time-saving tool for SugarCRM users in Gmail.
Stop switching back and forth between your inbox and CRM portal. Set up for you and your team a perfect process for numerous use-cases, including Sales, Marketing, Support, and more.
★ Automatically show Contacts/Lead/Accounts record from CRM base on email recipients.
★ The record detail panel also show related Cases, Opportunities, Tasks, etc.
★ If recipients/sender email is not already exist in CRM, create a new Contacts/Lead/Accounts record with one click.
★ Edit CRM record inside Gmail.
★ Archive email message to CRM with attachments. Or upload attachment to Documents module.
★ Use SugarCRM Email Template in Gmail compose panel.
Works with SugarCRM/SuiteCRM all editions including community, professional and ultimate editions from 6.5 to the latest versions.