PlanMill Email Capture

Monitor workflow and view customer request status comprehensively!

Free 30-Day Trial Download > Contact Sales & Partnerships > Customer Service & Support

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

Do you 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.

Access customer correspondence easily

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. With PlanMill Email Capture, you can direct all emails to one common location, so that everybody can access, view, and monitor actions based on customer requests.

Sending and receiving processes are automated because the key data, which gets an automated identity number is generated from other PlanMill modules such as Projects and Requests.

MAIN BENEFITS

Take care of your customers every step of the way.

Sending solutions and support is easier and faster!

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

KEY FEATURES

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.

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 or forwarding emails to external or internal contacts

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 such as creating content and immediate solutions for customer requests.

Infrastructure

Email: Access to IMAP4 related Inbox with one or more email addresses
PlanMill PSA: R10.6 or later (incl. both On-Demand /SaaS & On-Premise edition)

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)

PlanMill Email Capture is an add-on for PlanMill CRM, PlanMill Project, PlanMill PSA, and PlanMill ERP.

Key requirements: PlanMill 12.0 or later versions

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

Services. PlanMill's Comprehensive Services include: Support, Deployment, Customization, Integration and Training to meet your unique business needs.

More info:

If you would like to find out more about PlanMill options, please email sales@planmill.com.