Gmail Perfectly Integrated
With Sugar.

Collabspot Connect completely integrates Sugar with Gmail, allowing for complete CRM adoption and a 360 degree view of your team’s customer and prospect communication

Boost CRM Adoption

Let your sales reps access Sugar from where they work the most, and watch as they finally start to use your CRM

Simplify Data Entry

Archive emails to Sugar, edit any Sugar record from inside Gmail, and automatically sync your calendar and contacts so your data in Sugar will always be up to date

Understand the health of your relationships

Gain complete visibility into the health of each account, contact, lead, or opportunity so you can prospect, forecast, coach, and manage your pipeline more efficiently.

Sync emails, contacts, and calendar entries to Sugar in seconds

Emails, calendar events, and contacts – sync all of them right from your inbox

Archive any inbound or outbound email along with attachments
Specify exactly what opportunity, contact, or account you’d like an email to be archived to
Ensure your Sugar calendar is always up to date with our 2-way calendar sync
Maintain a complete contact database within Gmail with our 1-way contact sync

Access Sugar in Gmail

Access all data in Sugar from inside Gmail.

Create and update data in any field in Sugar from within Gmail
Avoid searching Sugar and switching back-and-forth by instantly seeing customer data in your inbox when you need it
Log call details or notes into Sugar without ever leaving your inbox

Leverage Sugar Email Templates Within Gmail

Access your Email Templates in Gmail to make the follow up process as painless and as streamlined as possible.

Create email templates to standardize your email communication with leads and customers

Understand the true health of opportunities in your sales pipeline, and take action to close them faster.

Visualize the entire history of your teams communication with prospects and customers so you can understand the true status of your company’s relationships without data entry

Identify which deals are showing signs of closing, and which look like they may slip so you can take the appropriate action
Build more accurate forecasts knowing which deals have moved in or out of the a given period
Quickly pinpoint your strongest deals and focus your team’s limited resources

Engage prospects through warm relationships rather than cold calling, and open doors to your warmest accounts.

Track every interaction your employees have with customers and prospects and understand the depth of your company’s relationships.

Identify individuals at your company that already have strong relationships with your targets
See where your team members have had high-value interactions with your clients
Leverage your team members relationships and coordinate warm intros into high value accounts

Build an accurate sales forecast without the spreadsheets, and enable your finance team to properly predict revenue growth.

Gain complete visibility into all revenue generating activities and objectively assess the health of each deal in your pipeline.

See where your sales reps are lacking the communication and momentum they need to close a deal on time
Enable managers to calculate forecasts based on objective data, not your sales team’s gut feel
Alert sales reps when deals are in a stage too long or past the initial forecast date so they can adjust

Schedule meetings without the back-and-forth

Eliminate phone tag and accelerate sales by making it easy for prospects and customers to connect with you at a time that works for them.

When a new prospect schedules an appointment, Collabspot Scheduler will check to see if they are in Sugar and add them as a lead if they are not
Your meetings will sync automatically with your Sugar Calendar
Setup is easy. Simply tell Collabspot your availability preferences and share your link

Features

Email Archiving

Organize and archive all inbound and outbound email messages to Sugar along with attachments

Create and Edit Records

You can create and edit cases, contacts, events, leads, opportunities, tasks, and custom objects all from your inbox. No more back and forth. Goodbye copy and pasting

Mobile Email Sync

Use Collabspot’s “Copy to CRM” folders in Gmail to sync emails while on the go

Send Later

Schedule emails to be sent exactly when you want them to be sent

Calendar Sync

Automatically sync your contacts and calendar between SugarCRM and Gmail

Leverage your organization’s network

Collabspot provides a map of your team’s relationships with prospects so your team can leverage each other’s strongest relationships for warm intros

Include Custom Modules

Collabspot supports standard modules and custom modules, so even your CRM in your inbox will appear exactly how it does within your CRM

Email Templates

Collabspot supports standard modules and custom modules, so even your CRM in your inbox will appear exactly how it does within your CRM

Complete communication visibility

See a live feed of all communication that your team is having with prospects and customers

Visualize your relationships

Visualize all communication between your team and your prospects and customers

Relationship Scoring

Collabspot generates a score for each relationship to identify the strength of a particular relationship or group of relationships

Scheduler

Eliminate phone tag and accelerate sales by making it easy for prospects and customers to connect with you at a time that works for them

Plans built for every team. Start with 15 days free

Standard
9$per month (paid annually)
Access and Search Sugar modules from inside Gmail
Create and Edit Sugar records within Gmail
Sync Unlimited inbound and outbound Emails & Attachments to Sugar
Support required fields, conditional/formula, or with permissions.
Copy To Sugar folder: Automatically archive incoming emails to Sugar via sync folder
Leverage Sugar email templates in your inbox
15-min Calendar & Contact Synchronization
Email Reminders + Send Later
Team email template sharing & reporting
Level 1 email support SLA 24/5
Unlimited Real-Time Email Tracking
Enterprise sidebar settings management
Deploy with your Google Chrome company management
Sugar SSO – with 50+ users
Collabspot Scheduler
Suggest new contacts from Sugar add-in
Relationship Analytics
Try It Free

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Only Available in Pro
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Pro
15$per month (paid annually)
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Try It Free

Gmail Perfectly Integrated With Sugar.