Complete email integration with advanced processing of incoming emails and attached forms
Automatically process client emails, extract information, and convert to actionable items.
Automatically process attached forms (PDF, Word, etc.) and extract data into your system.
Send professional, branded emails with templates, tracking, and scheduling.
How the system handles and processes incoming client emails with attachments.
From: client@example.com
From: j.smith@clientcorp.com
Acme Corporation
Website Redesign
$10,000 - $15,000
3 months
We need a complete redesign of our corporate website with e-commerce functionality...
Extract data from attached forms (PDF, Word, etc.) and convert to structured data in your system.
Automatically convert client emails into support cases or project requests.
AI-powered email sorting by project, client, urgency, and type.
Professional, customizable email templates with your agency branding.
Full synchronization of all email communication with client records.
Client sends email with attachments to your agency
System scans for forms and extracts structured data
Extracted data populates relevant fields in your system
Team alerted about new client submission