Integrated Email Workflow
This integrated email system hooks right into your business and sorts your incoming emails for you, a bit like an old fashioned mail-room.
Tag and colour code emails to make it easy to process your daily workload.
Integrating & Workflow
Assign a customer to a user to provide consistent service.
Get email replies into the right inbox.
Divide up work between team members in a workflow style system.
All incoming emails are pre-processed by the system. Using a set of predefined rules, it categorises and sorts your emails. It looks for markers within the email that signify that it is a reply top an email either sent by one of your users or even by the system itself. It can update core records and emails will be dispatched to the correct department group or individual user.
Categorise Emails
Incoming emails can be categorised and colours assigned to each category making it easier to scan your inbox.
Group Inboxes
Inboxes can be specific to a user or shared by groups of users.
Manager over-ride
Managers can have access to their staffs’ inboxes. Re-assign emails to another queue to cover sickness, or monitor progress.
Tag Emails
Emails can be tagged using system defined tags. Tags can be used to define the status of the enquiry or to re-assign it to a different user.
Link Emails into your systems
Emails are automatically linked to customers, enquiries or suppliers. Easy links are display above the email body to link into your management systems.
Attachments storage
Email attachments are downloaded and stored in a customer filing cabinet. Filter attachments on size to exclude logos.
Email Statistics
The system keeps statistics of incoming and out-going emails.
Reply Templates
Through a frontend web portal, enable deposit and rental payments via credit card through Paypal or Stripe.
Search Google for “Why Your Existing Customers Are Your Best Customers”
You will find a plethora of articles demonstrating why this is such a powerful marketing strategy.
Couple this with a fully integrated system and see your sales increase for very little extra work.