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.
Features:
★ 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.
Absolutely LOVE this extension to integrate information from Gmail into SugarCRM!!! It is a huge timesaver. It makes adding a new contact or lead directly from an email so easy. It also allows you to link the email to the contact, lead or account with the click of a button. Need to add an attachment such as a resume – one click and you’re done! It is so much quicker and easier that switching back and forth from Gmail to SugarCRM to copy and paste information into the database.
It is also very helpful to scroll over someone’s email address and have all of their contact information pop up without having to look it up in Sugar.
Highly recommend this extension!
very very helpful. love it
a really helpful too. it save a lot of time. Email archive and templates are awesome feathers
Wow… This is an AWESOME application. Very useful.
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.
I highly recommend Yathit CRM Inbox
Szymon Wysokinski
CEO SQS Polska
Cracow, Poland
Email archive work very well. Thanks!
Good to use. Very fast and great help after a feedback.
Hi!
It is a useful application. It is help to save administrative cost and improve communication between employees.
Thank you so much.
Promising app for a start. Useful, fast, simple and unobtrusive.
Nice thing is most of the source code are in open source.
Like that it does not ask host permission for every web site.
I wish it support calendar and task.