Emailgistics Features
Setup (6)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Management (3)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
Templates (4)
Text and Themes
Allow users to edit text and themes on email templates
Stock Images
Provide a library of stock images to use for emails
Proofing
Offer email proofing capabilities
Mobile Responsive
Provide mobile responsive email templates
Edit (3)
Pre-Made
Offer pre-made email templates
Build
Allow users to create their own email templates
HTML
Use drag-and-drop HTML editing to create email templates
Logistics (4)
Analytics
Provide analytics reporting so that users can see how their campaigns perform
Issues
Allow for users to identify potential issues that would stop their emails from sending
Integrations
Integrate with email software or email marketing and marketing automation platforms
Shareable Link
Ability to share email templates via a link to collect feedback on the created emails easily
Productivity Tools (7)
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Notes
Allows users to leave notes or comments on emails or relevant cases.
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Internal Discussion
Provides a dedicated space or a thread feature that allows for long-form discussion.
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Assignments and Tasks
Offer in-application assignment and task tracking functionality.
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Workflows
Allows users to create and follow predetermined workflows attached to actions.
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Templates
Allows users to create canned answers or templates for email responses.
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Integrations
Integrates without outside software to provide additional functionality or pull information.
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Tagging System
Provides a tagging system to allow users to sort emails by relevant subject.
Analytics (3)
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Trends
Analyzes trends in email content and resolution.
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Performance Tracking
Tracks performance and productivity of users inside the application.
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Email Tracking
Tracks email analytics like emails opened, how long the email was opened for, etc.
Sorting & Filtering (4)
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Attachment Search
Enables users to search for specific email attachments.
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Tags
Allows users to create and assign custom tags to emails.
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AI Sorting
Automatically sorts mail into untuitive categories and/or folders.
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Predefined Rules
Allows users to set up predefined rules to automatically sort incoming mail.
Integrations (4)
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Microsoft Outlook Integration
This software integrates with Microsoft Outlook.
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Apple Calendar Integration
This software integrates with Apple Calendar.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Time Management (3)
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Unified Inbox
Provide a unified inbox to manage multiple accounts at once.
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Email Automation
Provide the ability to automatically send recurring emails.
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Snooze
Provide a feature to snooze, or defer, non-urgent emails.
Generative AI (8)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Template Builder (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Shared Inbox (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Additional Functionality (75)
Whitelisting/Blacklisting
Control system access and/or deliverability for applications and email addresses
Customizable Fields
Customize data fields to support various needs and use cases
Signature Management
Add and maintain centralized email signature(s) across an organization
Shared Inboxes
An email inbox that can be accessed and managed by multiple individuals
Email Distribution
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Forms
Customize contracts and forms to collect specific information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile App
Access the system via a mobile application
Routing
Plan daily routes to optimize employee scheduling and provide directions
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Inbox Management
Organize, prioritize, and manage incoming communications
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Contact Management
Manage, organize, and store contact information
Email Marketing
Create and send email blasts/campaigns
Data Recovery
Ability to restore deleted, hidden, or lost data from an email server/system
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Autoresponders
Create and automatically send premade copy in response to customer messages
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
API
Application programming interface that allows for integration with other systems/databases
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Support Ticket Management
Allow customers/users to submit support queries and service requests
Canned Responses
Shortcuts for inputting frequently used messages
Workflow Management
Create, design and manage workflows for repetitive tasks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Chat/Messaging
Communicate using direct chat or messages within the system
Response Management
Planning and managing of resources and procedures to mitigate the impact of events and incidents
Email Templates
Pre-made examples and templates for emails
Email Monitoring
Ability to oversee and optimize the operations of a mail server
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Email Tracking
Track delivered, received, and opened emails
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Spam Blocker
Filters used to determine different types of malware threats
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Reporting
Active reporting of data and metrics
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Campaign Analytics
Track and interpret campaign performance metrics
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Dashboard
Alter the layout and content of dashboards
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Document Management
Store, manage, and track all electronic documents in a centralized location
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Workflow Configuration
Alter the default workflow to meet your organization's needs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Commenting/Notes
Leave comments and notes on documents for others to view
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Project Workflow
Create, manage, or update project workflows.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities