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Intelligent email filtering and automatic email processing in CRM

Designed and implemented a system based on n8n that transforms the incoming flow of emails into structured deals. Artificial intelligence completely replaces humans at the stage of initial sorting and manual data entry from emails into the CRM.

Technical capabilities and features:

AI filtering (accuracy 95%): The system instantly separates spam, informational noise, and non-target requests from real orders.

Intelligent data extraction: AI analyzes the text of the email and automatically "extracts" the client's name, contact phone number, email, and the essence of the request.

Automatic synchronization with CRM: Seamless creation of deals in the CRM. The system fills in all fields in the card itself and distributes the lead to the appropriate funnel.

Smart routing: Automatic assignment of the responsible manager depending on the subject of the request or type of service.

Instant response: The speed of getting a lead from email to CRM is reduced to a few seconds, which is critically important for conversion.

Result of implementation:

Clean CRM: Only targeted requests enter the system, without junk and duplicates.

Zero-Manual Entry: Managers no longer spend time copying and pasting data from emails into deal cards.

Speed: No lead is lost in the inbox and is processed as quickly as possible.
Work details
Added 6 March
68 views
Freelancer
Tetyana O.
Ukraine Khmelnitskyi  3  0

Available for hire Available for hire
3 Safes completed
On the service 1 year