Email: Gmail / Rapportive

Show information directly from your Brightpearl CRM in your inbox!

  • Access contact quotes, notes, sales and financial history all from within your Gmail account.
  • Add notes to a contact and update their status, all without leaving your inbox.
  • Your web based accounting solution running tightly with your email. Now that's hot.
  • Save time, and make sure you're up to speed with your colleagues.

 

Follow these steps to install.

  1. Visit http://rapportive.com and install Rapportive (Firefox and Google Chrome only)
  2. Login to rapportive (make sure it's running in your Gmail account)
  3. Visit http://rapportive.com/raplets and add the Brightpearl Raplet to your Rapportive account.
  4. Log in to Brightpearl
  5. Browse your emails and see the Brightpearl information on the right hand pane

If you're using Google Apps - you need to create a "normal" Google account to support your rapportive:

http://rapportive.com/faq#installation

Free 30 day trial

 

 

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