Incoming Email Processing
Client emails are read automatically, their information extracted, and the results turned into actionable items.
Agency Management
Full Email Capabilities
- Email connected to every part of the platform
- Incoming emails processed automatically
- Attached forms parsed without manual work
- Communication that feeds straight into your workflows
Email Capabilities
Complete Email Integration
Incoming emails and attached forms are read, parsed, and filed without manual work.
Form Attachment Handling
Attached forms in PDF, Word, and other formats are processed and their data filed into the system.
Outbound Email System
Send branded emails from templates, with tracking and scheduling built in.
Automatic Form Processing
Data from attached PDF and Word forms becomes structured records in your system.
Email to Case Conversion
Client emails become support cases or project requests without anyone re-typing them.
Smart Categorization
Emails are sorted by project, client, urgency, and type.
Branded Email Templates
Templates carry your agency's branding and can be adjusted as needed.
Two-Way Email Sync
Email communication and client records stay synchronized in both directions.
Supported File Types
Handles 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
A client sends your agency an email with attachments.
2. Attachment Analysis
The system scans the attachments for forms and pulls out structured data.
3. Data Integration
Extracted data fills the relevant fields in your system.
4. Notification
The team is alerted about the new client submission.
Turn Every Email Into Actionable Work
Incoming emails and attached forms are processed automatically, feeding client data straight into your workflows.