product
Email Inbound to CRM
Direct your data flow automatically from inbox to CRM. All relevant data and attachments will be used to populate CRM data fields.
Fully Automates Inbound Processing!
features
What you can do
Email Information Categorized & Attachment Data Parsed
Inbound to an email is categorized and placed in the appropriate folder. Email attachments are parsed using optical character recognition (OCR) for relevant data points to be used in your data processing mix.
Custom Logic Applied to Data Process
Apply your own next steps to the data process, and use relevant inbound data to:
- Connect your systems via 3rd Party API to generate additional data (Credit Report, Background Check, and More) and/or
- Send inbound data points and attachments directly to your CRM via API.
- Generate Reports.
- Send Information to Database via API.
Data Sent to CRM via API
Your data is now available for use in your CRM, report, or database. Talk to our team to see how we can automate your data processing mix!
what we do
Suite
3rd Party API Integrations
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Actionable Dashboards (Underwriting and Offers)
Compliance Generation
Custom Performance Dashboards
DraginForce CRM
Auto-Decline
Inbound Email Folder Organization
Bank Statement Analytics & Fraud Detection
Application and Statement Data Extraction
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