by Yathit

Save time and bring your team together with Yathit InboxCRM, the only SugarCRM and Gmail integration you need. No more copying text and switching browser tabs just to save contact information from a Gmail message. Use SugarCRM's templates to reach out to customers faster, and even view your customer activity feeds right inside Gmail.

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Introduction

Yathit InboxCRM is a unique-breed of SugarCRM add-ons. It is a Chrome Extension that connects to your SugarCRM instance using the SugarCRM REST API. Each SugarCRM user installs Yathit InboxCRM Chrome Extension. Installing SugarCRM module on server side is not required, reducing risk and simplify installation. Currently only Chrome browser is supported.

Once installed, a panel appears on the right side of Gmail and a context widget on the Gmail message. New buttons and a menu are attached to the message as well. A brief use of common features of the Extension are described in this section.

Common SugarCRM task can be found in extension sidebar.
Yathit cimiminbox sugarcrm in gmail

Use sidebar panel to create or edit SugarCRM records.
Yathit cimiminbox sugarcrm in gmail

Context widget is handy for a quick glance of recipient contact.
Yathit cimiminbox sugarcrm in gmail

Use SugarCRM email template to compose Gmail message. Dynamic fields in the template are populated accordingly. Also note that email tracking button.
Yathit cimiminbox sugarcrm in gmail

Sidebar panel also display email tracking information.
Yathit cimiminbox sugarcrm in gmail

Empower with social media information.
Yathit cimiminbox sugarcrm in gmail

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