Collabspot brings Sugar 7 into Gmail to help you save time and close more deals


Collabspot for SugarCRM 7 from Support Collabspot on Vimeo.


 

Collabspot Sidebar
Conveniently view, manage, and update a prospect or customer’s information straight from your Gmail account.

Email Archiving
Archive incoming and outgoing emails from Gmail to SugarCRM.

Contact and Calendar Sync
View your contacts, events, and tasks from any device that has access to Google Contacts and Calendar.


Email Templates and Email Tracking
Manage and monitor the emails you send using our email template and tracking feature.




Definition of Terms


Admin - The person who manages the subscription.
Collabspot Portal - Site that allows you to manage your Collabspot account.
Email Archiving - Email that is saved to SugarCRM. We also have the option to archive attachments.
Gmail Dashboard -  Home screen of your Gmail account.
Sidebar - Collabspot’s interface which allows us to display information from SugarCRM.
Users
 - Email addresses that are part of the admin’s subscription.