Overview:
Link SugarCRM or SuiteCRM with Gmail using CRM Assistant for Gmail™ to manage CRM activities directly from your inbox. Save time, reduce manual effort, and stay organized without switching between apps.

Product Description:
CRM Assistant for Gmail™ connects your Gmail inbox with SugarCRM or SuiteCRM, so you can manage customer interactions without switching tools. Create leads, save emails, and log activities right from your inbox—no copy-pasting or jumping between tabs.
It’s built to save time and keep your data organized, with smart features like auto-detection of CRM records, easy email archiving, and support for attachments. It also works on mobile, so you can stay on top of your CRM tasks wherever you are.

Features:
➤ Create CRM Records
Turn emails into CRM entries. Use the add-on to create Contacts, Leads, or Prospects, with auto-detection of key details like names and email addresses.

➤ Quick Create Option
Create records from scratch by selecting a module and entering the required fields—right from Gmail.

➤ Email Archiving with Attachments
Archive emails directly to CRM, including attachments and inline images. You can archive manually or set up auto-archiving for specific contacts.

➤ Attachment Management
Save attachments as notes linked to specific CRM records, with options to select only the files you need.

➤ Linked Record Suggestions
When you open an email, the add-on shows CRM records associated with the sender or recipients, helping you act quickly with the right context.

➤ Notes and Record Association
Create and link notes to CRM records for better tracking of customer communication and follow-ups.

➤ Global and Module-Based Search
Search the entire CRM or filter by module to find records quickly while composing or replying to emails.

➤ Module and Field Configuration
Customize which CRM modules and fields appear in the Gmail add-on to suit your workflow.

➤ Mobile Compatibility
Fully compatible with the Gmail mobile app so you can access CRM tools from your phone.

Important:
- SugarCRM users need to purchase a license key for CRM Assistant for Gmail™ from SugarCRM Marketplace.
- SuiteCRM users must download and install the companion plugin from the Suite Store.