Codeless & Trackable Smart forms and attachments

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


Bizlem AFS has transformed our AFS generation through codeless smart templates and smart Rules. The click of a single button within our CRM, generated the correct AFS, whatever the project, Applicant type, payment or floor plan. This is Digital Transformation delivered

Rohit Soni, CRM Manager
Godrej Properties Ltd, Mumbai

Quick time to value

Integation with your CRM(ERP) within 2 hours.

How it Works!



User clicks publish in their CRM system

Smart Processing

Smart Processing

Smart tool fetches template and clause selected, with Image & generates email & attachments

Smart Email Sent

Smart Email Sent

Smart email & attachments sent with tracking link and link updated in CRM

Book Demo

Please complete the details below and then click on Submit and then we’ll be in contact

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