Tarification

Centralize client communication in your CRM via IMAP

Swiftask links your email accounts to your CRM. Every incoming message is analyzed by AI and automatically routed to the right client record.

Resultat:

Eliminate manual data entry and ensure comprehensive customer tracking with zero extra effort.

Data fragmentation kills productivity

Vital information arrives via email but often stays trapped in individual inboxes. Your sales team wastes hours copying and pasting data into the CRM, and the risk of forgotten entries or manual errors is constant.

Les principaux impacts négatifs :

Outdated CRM data: Lack of synchronization prevents your CRM from reflecting the true state of customer relationships.
Inefficient manual entry: Your teams spend hours every week on repetitive administrative tasks instead of selling.
Missed opportunities: Important client requests go unanswered or are processed too late due to a lack of centralization.

With Swiftask, use the IMAP protocol to automatically transform emails into structured CRM entries. AI extracts key data and updates your database instantly.

AVANT / APRÈS

Ce qui change avec Swiftask

Traditional manual process

A salesperson receives a quote request email. They must open the CRM, create a contact, copy the email text, and manually file the opportunity. If they forget, the information is lost to the rest of the team.

Swiftask automated relay

The email arrives via IMAP. Swiftask intercepts it, the AI analyzes the content, identifies the client or creates a prospect, and logs the exchange directly in the corresponding CRM record.

Deploying your email relay in 4 steps

ÉTAPE 1 : IMAP source configuration

Connect your mail server to Swiftask via IMAP by entering your secure credentials.

ÉTAPE 2 : Defining extraction rules

Configure the AI agent to identify relevant information (email, name, need, amount) within the text.

ÉTAPE 3 : CRM integration linking

Select your target CRM and map the extracted data to the corresponding fields.

ÉTAPE 4 : Flux activation

The system now processes every incoming email in real time according to your instructions.

Intelligent processing capabilities

The AI analyzes the context, sentiment, and priority of each email for precise categorization.

Connecteur cible : L'agent exécute les bonnes actions dans imap selon le contexte de l'événement.
Actions automatisées : Automated lead creation, updating existing records, adding notes to activities, triggering alerts for urgent requests.
Gouvernance native : All processing is logged to ensure complete traceability of actions performed by the agent.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-imap@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Operational benefits of the relay

1. Massive time savings

Automate information transfer and free up your sales teams.

2. Data accuracy

Avoid human data entry errors with reliable AI extraction.

3. Increased reactivity

Process client requests as soon as they are received, without delay.

4. 360° view

Centralize all email touchpoints within your CRM tool.

5. Guaranteed compliance

Maintain an auditable trace of all automated exchanges.

Security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations imap.

Secure IMAP connection: Uses encrypted protocols to read your emails.
Data protection: Swiftask adheres to the strictest GDPR standards.
Granular control: Precisely define which folders or types of emails are processed.
Full audit: Logging of every interaction between the email and the CRM.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your performance

Métrique	Avant	Après
CRM entry time	5-10 minutes per email	0 seconds (automated)
Response time	Several hours	Instantaneous
Data reliability	Human error risk	Precise AI extraction

Passez à l'action avec imap

Eliminate manual data entry and ensure comprehensive customer tracking with zero extra effort.