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INNtelligent CRM

★3.4
💬98
💲Free

INNtelligent CRM is a plugin that helps users log email correspondence into their CRM system. It integrates with Gmail and Intelligent CRM, allowing users to create activities and copy email content directly into the CRM without manual input.

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Platform
ext
Activity loggingCRMEmail trackingGmail integrationIntelligent CRMProductivityWorkflow automation

What is INNtelligent CRM?

INNtelligent CRM is a plugin designed for users of Intelligent CRM to streamline activity logging by integrating with Gmail. It allows users to log in using their Intelligent CRM credentials, create activities within the CRM, and copy and paste the content of Gmail emails directly into the activity details. This tool is ideal for professionals who want to centralize communication history and reduce manual data entry.

Core Technologies

  • CRM Integration
  • Email Integration
  • Copy-Paste Functionality

Key Capabilities

  • Integration with Intelligent CRM for user authentication
  • Activity creation within the CRM
  • Copy and paste functionality for Gmail mail body content into activity details

Use Cases

  • Automatically log email correspondence related to a specific client or project within the CRM activity log.

Core Benefits

  • Streamlines activity logging by integrating with Gmail
  • Reduces manual data entry by allowing copy-pasting of email content
  • Centralizes communication history within the CRM

Key Features

  • Integration with Intelligent CRM for user authentication
  • Activity creation within the CRM
  • Copy and paste functionality for Gmail mail body content into activity details

How to Use

  1. 1
    Log in to Intelligent CRM using your credentials.
  2. 2
    Create a new activity within the CRM.
  3. 3
    Copy the content from a Gmail email body.
  4. 4
    Paste the copied content into the activity details field.

Frequently Asked Questions

Q.What is the primary function of this plugin?

A.The plugin allows Intelligent CRM users to create activities and easily copy Gmail mail body data into the activity details.

Q.Do I need an Intelligent CRM account to use this plugin?

A.Yes, this plugin is specifically designed for Intelligent CRM users and requires a valid login.

Q.What are the main benefits of using this plugin?

A.It streamlines activity logging, reduces manual data entry, and centralizes communication history within the CRM.

Q.Is there any limitation to the plugin's functionality?

A.The functionality is limited to copying Gmail mail body data and requires manual copy-pasting.

Q.Who would benefit most from using this plugin?

A.Professionals who manage client or project communications and want to log email interactions efficiently within their CRM.

Pros & Cons (Reserved)

✓ Pros

  • Streamlines activity logging by integrating with Gmail
  • Reduces manual data entry by allowing copy-pasting of email content
  • Centralizes communication history within the CRM

✗ Cons

  • Requires users to manually copy and paste email content
  • Dependent on the user having an Intelligent CRM account
  • Functionality limited to copying Gmail mail body data

Alternatives

No alternatives found.