Collabspot is a time-saving tool for Sugar users in Gmail
Collabspot is designed to enhance Sugar by allowing users to keep track of and manage customer info directly from Gmail. You can log emails from Gmail and manage Tasks, Opportunities, and Cases related to Accounts, Leads or Contacts with ease. You can save email to Sugar with a single click without having to copy paste anything.
Access Sugar Inside Gmail
Stop copying and pasting between Gmail and Sugar and save 5+ hours per week by bringing Sugar in to Gmail.
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.
Empower Your Sales Reps
Empower your sales team with powerful functionality like Send Later, Open Alerts, Reply Tracking, Follow-ups, Templates and Email Reports.
Speed it up with Collabspot!
Time saved per week
Time to ROI
Features and Benefits
Access Sugar in Gmail
Access all data in Sugar from inside Gmail.
- Info from Sugar is accessible from the Gmail sidebar when reading or composing an email.
- Create and update data in any field in Sugar from within Gmail.
- See all customer emails in the sidebar
Organize and sync any email you send or receive into Sugar in one click.
- Archive all inbound and outbound emails
- Specify exactly what opportunity, contact, or account you’d like one email to be archived to
Calendar & Contact Sync
Sync your Google Calendars and Contacts from Sugar to Gmail.
- Sync and access shared Calendars so you don’t need to maintain multiple calendars
- Relate events to attendees records in Sugar
Get notified instantly when your prospect has interacted with your email. Plan your next action and contact them with the right message at the right time.
- Receive a notification when your emails have been engaged via the Collabspot Sidebar
- View the city and country from where they opened your email.
Receive email reminders to reply or follow-up with emails that haven’t been responded to. Never forget to follow-up with any contact again.
- Receive email follow-up reminders if the recipient hasn’t replied
- Be alerted to follow-up with notifications and reminders in the Collabspot sidebar at a certain date
- Follow-up on a specific email after your set time and date expires
Create and share email templates with your sales team.
- Create email templates to standardize your email communication with leads and customers
- Measure the open, click, and reply rates of each email template
- View email template reports so you can find out what messages are working best
Sales Reporting & Analytics
Understand how your sales reps are spending their time and what’s working for your team using the Collabspot dashboard
- Get insight into how your prospects are engaging with your emails
- View the performance and closure rate of each sales email sent
- Keep track of sales and support email metrics
Monitor social network activity of any contact from the Gmail sidebar
- Access a contacts Facebook, LinkedIn and Twitter activity from Gmail
- See what they have been talking about on social media networks