Intelligent CRM Plugin: Enhanced User Experience

What is Intelligent CRM Plugin AI Chrome Extension?

The Intelligent CRM Plugin is an AI-powered Chrome extension designed to improve user experience for Intelligent CRM users. It simplifies workflow by allowing users to create activities effortlessly and transfer data from Gmail email content directly into CRM activity details.

How to Use Intelligent CRM Plugin AI Chrome Extension?

Key Features of the Intelligent CRM Plugin AI Chrome Extension

Activity Creation

Easily create new activities within your Intelligent CRM directly from the Chrome extension, streamlining your task management.

Gmail Email Data Transfer

Quickly copy the body of Gmail emails into the activity details of your CRM, ensuring no crucial information is missed during your customer interactions.

Use Cases of the Intelligent CRM Plugin AI Chrome Extension

Generate Daily Activity Reports

Keep track of your tasks by generating daily activity reports and ensuring a seamless workflow.

Monitor Client Communications

FAQ for Intelligent CRM Plugin - Chrome Extension

What is the Intelligent CRM Plugin?

This plugin enhances the Intelligent CRM experience by enabling users to create activities and copy email body data from Gmail to activity details.

How do I use the Intelligent CRM Plugin?

Simply log in using your Intelligent CRM credentials to access the plugin's features, including activity creation and email data copying.

How do I access the plugin?

After logging in with your Intelligent CRM credentials, you will be able to use all the features of the plugin directly from your Chrome browser.