Codeless & Trackable Smart forms and attachments
Generate mails and smartforms without writing code and track for Open, attachment download, IP address, download updated in your CRM
Devna A, Manager-Client Success
Existing Invoices made trackable without code
The existing invoices sent through your ERP can be made trackable without writing any code. Please ask for a free trial
Make your smart forms really smart, codeless and trackable
There are dozens of smartforms to be generated from your CRM such as COCD, Possession letter etc. Make them codelless and trackable
Generate Smart Emails with smart attachments and track
You need to email or whatsapp many documents. Generate both codelessly and track them.
Codeless Setup
Create codeless ,fast and easy word documents with ease! Ready to go as soon as you install it.
Smat Rules:
Get Autometed workflows with smart rules and powerfully classify input data on various level, for customisable, context-sensitive document output
Security roles and permission
Each team/region can manage their own templates or clauses
How it Works!
1
Click
User clicks publish in their CRM system
2
Smart Processing
Smart tool fetches template and clause selected, with Image & generates email & attachments
3
Smart Email Sent
Smart email & attachments sent with tracking link and link updated in CRM
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