INNtelligent CRM
An advanced plugin for Intelligent CRM users to effortlessly create activities and seamlessly copy Gmail email content.
About INNtelligent CRM
This plugin enhances the functionality of Intelligent CRM by enabling users to log in securely, create detailed activities, and directly copy Gmail email content into activity records. It streamlines communication tracking and improves productivity for sales and support teams.
How to Use
Log into Intelligent CRM, initiate a new activity, and copy email content from Gmail to paste into the activity details field for quick logging.
Features
- Create activities directly within the CRM platform
- Copy Gmail email bodies and paste into activity logs
- Seamless integration with Intelligent CRM for secure user authentication
Use Cases
- Automatically logging email conversations related to clients or projects
- Streamlining communication records within the CRM
- Saving time by copying email content into activity logs
Best For
Account managersSales teamsProject coordinatorsCustomer support agentsBusiness development professionals
Pros
- Reduces manual data entry by enabling quick copy-paste of emails
- Enhances productivity through Gmail integration
- Centralizes all communication within the CRM system
Cons
- Limited to copying Gmail email bodies only
- Requires an active Intelligent CRM account
- Manual copying and pasting are necessary for each email
FAQs
What is the main purpose of this plugin?
It allows Intelligent CRM users to create activities and easily copy Gmail email content into activity details.
Is an Intelligent CRM account required to use this plugin?
Yes, users need a valid Intelligent CRM account to access and utilize the plugin's features.
Can I copy emails from other email providers?
This plugin specifically supports copying Gmail email content directly into CRM activities.
Does this plugin automatically log emails?
No, users must manually copy Gmail email bodies and paste them into CRM activities.
Is this plugin compatible with mobile devices?
Compatibility depends on the CRM platform and email access; it is primarily designed for desktop use.