Manage your emails with Mailroom automation. Sort your emails and create records in the CRM even before you open them. Mailroom lets you do more with less time and effort.
The Mailroom is an automation feature that processes incoming emails in the CRM. You can set it up by forwarding emails from your regular inbox into it.
Mailroom offers you unlimited virtual email addresses to which you can forward your mails for sorting as you need.
Set up a separate mailbox for each record using the Mailroom. Keep all your emails organized right from the beginning. You can do this in the Contacts, Leads, Organizations, Cases, and Deals modules.
Let the mailroom handle your emails by creating or updating records in the CRM. Define conditions to evaluate the emails and specify the actions to be performed on them like creating deals, updating cases, archiving emails, etc.
Use the Body Rule to automatically extract values from the email body and fill it in the CRM fields without manual intervention.
Emails marked as private cannot be accessed by others. You can stay assured that confidential emails remain confidential.
Forward your emails to 'username+action@mailroom address' to perform specific actions on them. Actions can be replaced with appropriate terms to archive emails, create and update a case, create a lead, create a deal, etc.
Aurik gets complete visibility into business operations by running on Vtiger's cases and tickets.
Hogar Futuro increased customer satisfaction by 15% by implementing the Vtiger Help Desk and Sales module.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
Ready to dive in?