Until recently, Sugar only offered this option to Microsoft Outlook users, via its excellent email plugin. The good news is that Gmail users can now enjoy the same uninterrupted experience, thanks to Sugar’s recent acquisition of Collabspot.
Collabspot is a very popular plugin product that brings the value of CRM inside of Gmail. It synchronizes emails, contacts and calendars to provide a 360-degree view of customers and communication with prospects. The product is so good, many users will find they won’t need to login to their CRM at all. But don’t just take our word for it – here’s a snapshot of what Sugar customers have to say:
Collabspot’s key features
One click email syncing
With Collabspot, you can organise and sync any email you send or receive into Sugar in a single click. What’s more, you can archive all inbound and outbound emails, and even specify exactly what opportunity, contact, or account you’d like an email to be archived to.
Automatic calendar & contact sync
Maintaining multiple calendars can be a time-consuming and error-prone exercise. Collabspot enables you to sync and access shared calendars so you don’t have to. You can also sync your Google Calendars and Contacts from Sugar to Gmail and relate events to attendees records in Sugar.
Create and edit any Sugar record from within Gmail
When we said you may never need to login to your CRM again, we weren’t kidding. Not only can you access all data in Sugar from inside Gmail, but you can create and update data in any field in Sugar from within your email platform.
Want the full breakdown on about Collabspot’s features and benefits? Check out the video tutorial below.
Try Collabspot for free
Existing Sugar customers are eligible for a 14-day free trial of the Collabspot plugin. It takes just 15 seconds to set up and there’s no registration or credit card required. Contact us at info@evolutionmarketing.com.au to find out more, or start your free trial now.