Patents
US 11367079 B2: Complimentary customer relationship management (CRM) mobile integration
- Granted
- 2022-06-21
- Filed
- 2016-08-07 application 15230464
- Type
- Utility · 9 claims
- Elsewhere
- Google Patents ↗ · USPTO patent document ↗ · USPTO Patent Center record ↗
Abstract
Embodiments of the present invention provide method, system and computer program product for complimentary CRM mobile integration. In an embodiment of the invention, a method for CRM mobile integration includes initially identifying an end user who simultaneously accesses both a CRM application executing in memory of a host computing platform, and also a CRM application agent executing in memory of a mobile computing device that is separate from the host computing platform. The method also includes, thereafter, detecting a request by the end user to access data in the CRM application. Finally, the method includes responding to the detection of the request by selecting an action for the mobile device in a table corresponding to a type of the data in the CRM application, and directing the CRM application in the mobile device to prompt the end user to complete the selected action for the data of the request.
Source: PVGPATDIS, file of 2026-04-10 (ipg220621.xml).
Assignees
| Assignee | Type | Place | Also on furp.org | Source |
|---|---|---|---|---|
| SugarCRM, Inc. 47 patents | US company or organization | Cupertino, CA | SugarCRM Inc Form D issuer EXACT high confidence: identical full name and state | PVGPATDIS, file of 2026-04-10 |
Inventors
| Inventor | Place | Patents | Person page | Source |
|---|---|---|---|---|
| Filipe Guerra | San Jose, CA | 5 | PVGPATDIS, file of 2026-04-10 | |
| Vladyslav Kulchytskyy | Nashua, NH | 8 | PVGPATDIS, file of 2026-04-10 |
CPC categories
| Subclass | Category | First group | Source |
|---|---|---|---|
| G06Q | Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial or supervisory purposes; systems or methods specially adapted for administrative, commercial, financial, managerial or supervisory purposes, not otherwise provided for | G06Q30/01 | PVGPATDIS, file of 2026-04-10 |
Cooperative Patent Classification, as currently assigned (one row per subclass).
Assignments and security interests
| Recorded | What | From | To | Reel/frame | Source |
|---|---|---|---|---|---|
| 2018-07-31 | Security interest Security interest Security interest | SUGARCRM INC., AS GRANTOR signed 2018-07-31 | GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT DALLAS, TX | 46673/434 | ECORSEXC, file of 2026-09-25 |
| 2016-08-07 | Assignment Assignment of assignor's interest | GUERRA, FILIPE signed 2016-08-04 KULCHYTSKYY, VLADYSLAV signed 2016-08-04 | SUGARCRM INC. CUPERTINO, CA | 39359/710 | ECORSEXC, file of 2026-09-25 |
Documents recorded with the USPTO Assignment Recordation Branch that list this patent. A security interest is a lender’s claim on the patent as collateral; a release ends it.
USPTO bulk data: PatentsView granted patents, disambiguated (PVGPATDIS) for patents, assignees, inventors, places and CPC categories; the USPTO Patent Assignment Dataset (ECORSEXC) for assignments and security interests. Patents filed in the last 20 years. No claims or full text. Links to other records are by name (and state): EXACT means the identical full name and state; FUZZY means a looser name match, with the confidence shown.