Email Box

The Email Box module is purpose-built to centralize, streamline, and elevate your email communication within the ERP system. By syncing directly with your SMTP server, it transforms routine email access into an efficient and highly interactive experience.

Its main purpose is to:

Enable full visibility into all mail folders in real time
Support two-way interaction with your emails directly from ERP
Enhance workflow through integrated email sending and drafting
Improve data control and security via internal access and folder permissions
Provide communication traceability across business modules

C o n t a c t U s

One Inbox. Total Business Control.

Organizations struggle with disconnected inboxes, lost conversations, and limited visibility across departments when email lives outside core systems. The Email Box module resolves these issues by bringing full email folder access, real-time interaction, and ERP-linked communication directly into one unified workspace. This enables faster responses, stronger accountability, and complete traceability across sales, support, projects, and administration.

Email Box

Each functional component of the system is modular and scalable for easy customization.

SMTP Configuration

Connect ERP with company email servers securely

SMTP Configuration

Folder Management

Access all standard folders (Inbox, Sent, etc.) in sync

Folder Management

Mail Composer

Compose, reply, forward with real-time message threading

Mail Composer

ERP Linking Tool

Link specific emails to projects, clients, or sales orders

ERP Linking Tool

Notification Engine

Get notified when new messages arrive or are flagged

Notification Engine

User Roles & Permissions

Role-based visibility and email access control

User Roles & Permissions

SMTP Configuration Folder Management Mail Composer ERP Linking Tool Notification Engine User Roles & Permissions

Unified ERP Email Workspace

Centralize all email folders, conversations, and ERP-linked communication into one secure, real-time, role-based workspace.

📥 1. Seamless Folder Integration

All standard email folders are synchronized directly inside the ERP interface. This eliminates inbox switching while ensuring real-time access and full message control.

Key Capabilities:

📂 View inbox, drafts, spam, sent, trash, and archive in real-time
🔄 Sync messages automatically across folders
🗂️ Archive or delete emails directly from ERP
🔍 Search emails across folders using keywords or filters

✉️ 2. Advanced Email Composer

Users can compose, reply, and forward emails without leaving the ERP. Messages can be enriched with ERP documents and formatted professionally for consistent communication.

Key Capabilities:

📧 Compose new messages using pre-set templates or drafts
📎 Attach ERP documents directly (PDFs, invoices, reports)
📤 Reply and forward messages with one click
📝 Format content using built-in rich text editor

🔗 3. ERP-Linked Email Interaction

Emails become actionable business records when linked to projects, sales, or support cases. This creates full communication visibility within operational workflows.

Key Capabilities:

📌 Link emails to orders, tickets, or project records
📊 View conversation logs within client profiles
📋 Track follow-up tasks and message outcomes
📎 Flag important threads for team visibility

🔐 4. Secure & Role-Based Access

Email access is protected through granular role and folder permissions. This ensures compliance, confidentiality, and controlled communication handling.

Key Capabilities: