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.