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PlanMill Email Capture

PlanMill Email Capture - Monitor workflow and view customer request status comprehensively!  

                                                         

 

PRODUCT OVERVIEW

Type: PlanMill Add-on (Commercial). Related to PlanMill CRM, PROJECT, PSA & ERP

Sending solutions and support is easier and faster! 

Emails addressed to several teams in the organisation—whether sales, support, info, or feedback— need to be accessed anytime and by anyone in customer care. Direct all emails to one common location for everybody to access, view, and monitor actions based on customer requests. Sending and receiving processes are automated because the key data that gets an automated identity number is generated from other PlanMill modules such as Projects and Requests. 

  • Comprehensive help for various email channels such as sales, support, feedback and contact forms
  • Auto creation of requests (tickets) based on received emails
  • Auto capture of Account & Contact related information
  • Auto filling of fields based on parameterization for email channels
  • Automatic adding of attachments to requests
  • Support for automatic reply to Sender with relevant ID number
  • Support for capturing replies to requests based on ID number
  • Support for secure IMAP


DEMO  

 

KEY FEATURES

Enable faster workflow using smart, intuitive, and user-friendly features.


  • Project information (All requests can be attached to the project) 
  • Default project(s) are defined in advance for email capture incoming emails
  • Sent solution can be viewed in Emails category
  • Flickering envelopes indicate new incoming email(s) 
  • Email column shows the quantity of emails
  • Every request gets an identity number
  • All messages can be viewed with everyone to share and assign to selected persons or teams for action
  • Monitor workflow and actions perform on the request 
  • Use email contacts for sending/forwarding emails to external/internal contacts

MAIN BENEFITS

Take care of your customers every step of the way. 

Monitor actions in real-time based on email requests
Direct all correspondence  to a specific request or issue ticket. When customers or prospects contact the company through various email channels, the system sends them to a certain address where they are stored and accessed anytime. All messages related to the customer request are viewed by everyone and not just on one person’s Inbox.

Pre-filled request forms are generated from emails. Share, assign, and follow-up the task/request to selected persons or teams for action! Members of teams can carefully monitor request status—whether for example Received, In Progress, or Completed. 

Access customer correspondence easily
Need to retrieve emails from other absent members of your team, only to find that you're unable to do so – worse, it has been deleted? Need to review customer requests and compare them with actual actions performed on the project?

Storing and retrieving customer correspondences from various email channels are problematic for most companies—time and resources are scarce. Sorting emails efficiently and recording customer transactions and contacts play a key role to manage different phases of a successful customer interface.

Easier communication and improved services between PlanMill users and their customers

Sending your solutions to customers via PlanMill is smoother with details such as project information and requests inherited and automated within PlanMill systems. Selected contacts can automatically receive solutions of request(s). PlanMill PSA can also send auto-reply; using the appropriate options, sending the solution(s) to contacts can be done as auto-response. 

Improves workflow and enhance work within PlanMill systems
Email category shows email correspondence concerning the requests in a neat and organized views—here you can read certain email accounts, generate requests, or issue tickets.  Users can concentrate on more important tasks!

Infrastructure

Email: Access to IMAP4 related Inbox with one or more email addresses

Multi-browser support: Google Chrome, MS Internet Explorer (7.x or later), Mozilla Firefox & Safari

Deployment: PlanMill Cloud (our IT environment) or PlanMill On-Premise (your IT environment) 

Key requirements: PlanMill 12.0 or later versions 

Languages (user interface): English, Finnish, and German 

Services. Support, Deployment, Customization, Integration and Training to meet your unique business needs.  

To find out more, please email sales@planmill.com