Overview:
CRM Assistant for Gmail™ introduces powerful features designed to streamline your customer relationship management workflows. This add-on seamlessly integrates SugarCRM and SuiteCRM capabilities with Gmail, saving time and improving user experience.

Product Description:
Gmail is a vital communication tool for businesses to interact with customers. Our add-on leverages its potential by providing a bridge between Gmail and CRM. 
By enabling users to effortlessly save customer information, email correspondence, and other crucial data into their CRM from within their inbox, CRM Assistant for Gmail™ enhances efficiency, minimizes redundancy, and offers a user-friendly cross-platform experience.

Features:
➤ Manage CRM Records
Users now have the power to Create, Update, and Delete CRM records directly from Gmail through our add-on interface.
➤ Global and Modules Search
Our add-on lets users search the entire CRM system, or alternatively, within a specific module,  to swiftly locate relevant customer information.
➤ CRM Records Display for Selected Email
When users open an email, our add-on dynamically displays records from CRM that are linked to the email's correspondent, providing valuable contextual insights.
➤ Email Archiving with Attachments
Archiving emails was never easier. Our add-on not only archives emails but also saves attachments, including the in-line images.
➤ Attachment Management
Users can save email attachments as notes within CRM, maintaining an organized repository for important files.
➤ Notes and Record Association
For enhanced record-keeping, users can create and associate notes with selected CRM records, facilitating a comprehensive view of customer interactions.
➤ Auto-Archive Emails
Our add-on can automate the archiving process for leads and contacts of the users' choice, reducing manual effort and ensuring that important correspondence is not ignored.
➤ Today's Activities Overview
Keep track of your day with CRM Assistant for Gmail™. A user's  tasks, meetings, and calls for the day are displayed right on the add-on home page, giving users a consolidated view of their schedule.
➤ Recently Opened Records
Stay productive with quick access to recently viewed CRM records on the home page.
➤ Mobile Compatibility: Being an add-on, it also works with the Gmail mobile application, meaning users can access their CRM anywhere they are.
➤ Compatibility Check: On SuiteCRM, a troubleshoot section is added to run an initial checks for the compatibility of instance with add-on.
➤ Search and Archive: In addition to suggested records, users can now archive emails and attachments to CRM records of their choosing by searching for them within the add-on.

Dependencies:
➤ SugarCRM users need to purchase a license key for CRM Assistant for Gmail™ from Sugar Marketplace in order to use the add-on.
➤ SuiteCRM users are required to download and install the companion CRM Assistant for Gmail™ plug-in from the Suite Store.