Incoming Email Processing
Automatically process client emails, extract information, and convert to actionable items.
Agency Management
Full Email Capabilities
Complete email integration with advanced processing of incoming emails and attached forms.
Email Capabilities
Complete Email Integration
Advanced processing of incoming emails and attached forms — automatically.
Form Attachment Handling
Automatically process attached forms (PDF, Word, etc.) and extract data into your system.
Outbound Email System
Send professional, branded emails with templates, tracking, and scheduling.
Automatic Form Processing
Extract data from attached forms (PDF, Word, etc.) and convert to structured data in your system.
Email to Case Conversion
Automatically convert client emails into support cases or project requests.
Smart Categorization
AI-powered email sorting by project, client, urgency, and type.
Branded Email Templates
Professional, customizable email templates with your agency branding.
Two-Way Email Sync
Full synchronization of all email communication with client records.
Supported File Types
PDF forms, Word docs, Excel files, images, presentations, plain text, and ZIP archives.
Workflow
Email Processing Workflow
Four simple steps from inbox to action.
1. Email Received
Client sends email with attachments to your agency.
2. Attachment Analysis
System scans for forms and extracts structured data.
3. Data Integration
Extracted data populates relevant fields in your system.
4. Notification
Team alerted about new client submission.
Streamline Every Email Into Actionable Work
Process incoming emails and attached forms automatically with full email capabilities.