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


 


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 Salesforce.

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 Salesforce. We also have the option to archive attachments.
  • Gmail Dashboard -  Homescreen of your Gmail account.
  • Sidebar - Collabspot’s interface which allows us to display information from Salesforce.
  • Users - Email addresses that are part of the admin’s subscription.