Gmail Perfectly Integrated With Sugar

Enhance Sugar by allowing users to keep track of and manage customer info directly from Gmail.

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Collabspot

Collabspot for Gmail screenshot macbook

Save Time in Sugar and Gmail

Collabspot is a time-saving tool for Sugar users in Gmail, 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.

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Why Collabspot?

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.

Collabspot screenshot

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.
Collabspot email sync screenshot

Email Sync

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.
Collabspot contacts and calendar sync screenshot

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.
Collabspot email tracking screenshot

Email Tracking

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.
Collabspot email reminders screenshot

Email Reminders

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.
Collabspot email templates screenshot

Email Templates

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.
Collabspot Sales Reporting Analytics screenshot

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.
Collabspot Social Integration screenshot

Social Integration

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.
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Collabspot starting from $9 per user/month

20+ Years of Happy Clients

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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The Entire Team Works Hard

The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!

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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

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Good Integrator to Work With

W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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Second to None

We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.

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Great Coding and Good Service!

Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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