Full Email Capabilities

Complete email integration with advanced processing of incoming emails and attached forms

Incoming Email Processing

Automatically process client emails, extract information, and convert to actionable items.

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.

Incoming Email Processing

How the system handles and processes incoming client emails with attachments.

Extracted Form Data Preview
Client Name

Acme Corporation

Project Type

Website Redesign

Budget Range

$10,000 - $15,000

Timeline

3 months

Project Description

We need a complete redesign of our corporate website with e-commerce functionality...

Key Features

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
ZIP Archives

Email Processing Workflow

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